Ukraine Project

The Ukrainian State Security Service (SBU) reportedly conducted a series of successful drone strikes against three Russian oil refineries in Samara Oblast on March 16. Sources in Ukrainian special services told Ukrainian outlet RBK-Ukraine that the SBU struck the Novokuibyshevsky, Kuibyshevsky, and Syzran Rosneft oil refineries in Samara Oblast. RBK-Ukraine reported that the three refineries process an estimated 25 million tons of oil per year, or 10 percent of Russia’s annual oil refinement output. Geolocated footage published on March 16 shows a fire at the Syzran oil refinery following the drone strikes, and Samara Oblast Governor Dmytro Azarov stated that there was also a fire at the refinery in Novokuibyshevsky.

Russian forces will likely continue ongoing offensive efforts to destabilize Ukrainian defensive lines in Spring 2024 while also preparing for a forecasted new offensive effort in Summer 2024. The provision of Western security assistance will likely play a critical role in Ukraine’s ability to hold territory now and to repel a new Russian offensive effort in the coming months.

Russian Security Council Deputy Chairperson Dmitry Medvedev posted a detailed call for the total elimination of the Ukrainian state and its absorption into the Russian Federation under what he euphemistically called a “peace formula.” Medvedev’s demands are not novel but rather represent the Kremlin’s actual intentions for Ukraine — intentions that leave no room for negotiations for purposes other than setting the precise terms of Ukraine’s complete capitulation.

The All-Russian pro-Ukrainian Russian Volunteer Corps (RDK), Freedom of Russia Legion (LSR), and Siberian Battalion conducted a limited cross-border incursion into Belgorod and Kursk oblasts on the morning of March 12. Ukrainian Main Military Intelligence Directorate (GUR) Spokesperson Andriy Yusov stated on March 12 that elements of the RDK, LRS, and the Siberian Battalion were involved in clashes in Belgorod and Kursk oblasts. Russian sources initially denied reports of the incursion but later claimed that Russian forces repelled Russian pro-Ukrainian forces with tank, armored vehicle, and drone support attacking near Odnorobivka, Kharkiv Oblast and Nekhoteevka and Spodaryushino, Belgorod Oblast. Footage published on March 12 shows Russian pro-Ukrainian forces operating near Nekhoteevka and Spodaryushino in Belgorod Oblast and in Tetkino, Kursk Oblast.

Russia’s increased defense industrial base (DIB) production is likely not sustainable in the medium- and long-term as it will likely suffer from labor shortages, decreased weapons and equipment stockpiles, and an inability to completely compensate for military and dual-use items it can no longer acquire due to sanctions. The Wall Street Journal (WSJ) reported on March 11 that a senior NATO official stated that Russia can likely sustain its current war effort for two to five more years. WSJ noted that some Russian production figures, such as those for military vehicles, do not differentiate between newly produced items and refurbished ones brought out of storage, such as older, lower quality T-62 and T-54/-55 tanks. ISW has observed that reports of Russia’s reported tank “production” numbers in recent years largely reflect restored and modernized tanks drawn from storage rather than new production.

Ukrainian forces reportedly conducted drone strikes targeting Rostov Oblast overnight on March 8-9 and may have struck a Russian aircraft plant refurbishing and modernizing Russian A-50 long range radar detection aircraft. The Russian Ministry of Defense (MoD) claimed that Russian forces intercepted 41 Ukrainian drones overnight over Rostov Oblast, and eyewitnesses reportedly stated that the strike caused at least five explosions. Geolocated footage of a strike shows an explosion at the Beriev Aircraft Plant in Taganrog, Rostov Oblast.

Ukrainian President Volodymyr Zelensky reiterated that a ceasefire in Ukraine would allow Russia to rebuild its forces and means for future offensive operations, as Russia previously did following the start of Russia’s 2014 invasion. Zelensky stated on March 8 that a pause in fighting in Ukraine would pose a serious challenge and problem both to Ukraine and all of Europe.

Lithuanian intelligence assessed that Russia has the capability to continue sustaining the current tempo of its war in Ukraine and will likely have the capability to gradually expand its military capabilities in the near term. Lithuanian intelligence published its 2024 national threat assessment on March 7 wherein it assessed that Russia has the manpower, material, and financial resources to sustain its war effort in Ukraine in the near term. Lithuanian intelligence noted that Russia reconstituted and increased its deployed manpower in Ukraine in 2023 despite suffering heavy losses but continues to prioritize quantity of manpower and materiel over quality of forces. Lithuanian intelligence also assessed that Russia’s defense industrial base (DIB) has become a driving force within the Russian economy at the expense of other economic sectors and that Russia had allocated at least 10.8 trillion rubles (about $119 billion) to military spending in 2023.

Ukrainian Ground Forces Commander Lieutenant General Oleksandr Pavlyuk stated on March 6 that Ukraine will try to seize the initiative and conduct unspecified counteroffensive actions in 2024. Pavlyuk stated that Ukrainian forces will aim to stabilize the frontline while degrading Russian forces in order to rotate frontline Ukrainian units to training grounds in the rear for replenishment and restoration. Pavlyuk stated that this will allow Ukraine to create a grouping of forces that will conduct unspecified counteroffensive actions (possibly but not necessarily counteroffensive operations) in 2024.

Ukraine destroyed the Project 22160 Sergei Kotov large patrol ship of the Black Sea Fleet (BSF) off the coast of the Kerch Strait on the night of March 4-5. Ukraine’s Main Military Intelligence Directorate (GUR) reported on March 5 that GUR special unit “Group 13” conducted the attack against the Sergei Kotov using Magura V5 naval drones, inflicting severe damage on the port and starboard sides of the ship, killing seven sailors, and wounding six. GUR noted that Russian forces were likely able to evacuate 52 other crew members, but that the loss of the ship cost Russia a total of $65 million. Ukrainian sources noted that the Sergei Kotov had either a Ka-29 or Ka-27 helicopter on board, which Ukrainian forces destroyed along with the ship.