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Russia’s Jet-Powered Shahed Drones Are Quickly Evolving As Ukraine Scrambles To Blunt Their Damage

Over the summer, Russia intensified its use of jet-powered one-way attack drones. Flying faster and higher than the propeller-driven Shahed-136s (or Geran-2s as Russia calls their copies) that have been terrorizing Ukraine for years, these weapons are far harder to intercept. We predicted this would happen over three years ago when Iran first introduced its jet-powered Shahed-238, which itself was an adaptation of the Shahed-136. Initial variants of Russia’s copy of that drone, called the Geran-3, first appeared over the skies of Ukraine in early 2024. By mid-2025 they were becoming a real problem. Since then, the latest higher-performance variant of this weapon, the Geran-4, has added great strain to Ukraine’s dwindling air defense resources and is the source of increasing levels of destruction across the country. 

The Geran-4 appeared last May, according to the Ukrainian Defense Intelligence Directorate (GUR). Unlike the Geran-3, which largely used a modified Shahed-136 airframe, the new drone has one purpose-built for higher-speed flight because “the structural strength [of the older model] was insufficient for high-speed flights, and even less so for maneuvering under high G-loads,” GUR noted.

We get our best look yet at the deadly Russian Geran-4 jet-powered drone.
A Geran 4 attempting to be intercepted by a Ukrainian drone. (Via X) (GUR)

The Geran-4’s new airframe features a blended air intake and overall “improved aerodynamic efficiency, a reinforced structure, and a turbojet engine with increased thrust,” GUR stated. “The wings are now permanently integrated into the center wing section. To reduce air resistance, the number of technological hatches on the fuselage has been minimized.”

In an overnight attack across Ukraine that lasted until Monday, “Russia launched 165 drones overnight, 79 of them jet-powered, the Air Force reported. Air defenses downed or suppressed 112, and hits were recorded at 14 locations.” You can see the aftermath of one of those attacks in the following video.

We’re under constant attack🚨🚨🚨Unfortunately, just a few minutes ago, a jet-powered Shahed drone hit a residential building 💔. #Odesa
Burn in hell, ruzzians🤬 pic.twitter.com/EXTWM1yVIN

— Antoninaodesa NAFO (@antoninaodesssa) September 28, 2026

Recently, Radio Free Europe/Radio Liberty (RFE/RL) got its hands on one of these weapons. Its report offers the best view yet of what makes these drones so dangerous.

The Geran-4 is “a new, faster version of the attack drone that is proving harder for Ukrainian air defenses to intercept,” the report states. “We were given a rare opportunity to literally take this surviving drone apart and find out what makes it so much faster, more maneuverable, and more accurate.”

“The first part we uncover is the turbojet engine. It is one of the Geran-4’s most significant upgrades, allowing the drone to fly at altitudes of up to eight kilometers,” the report explained. “That’s twice as high as the older propeller-powered drones. According to specialists, drones equipped with this type of engine have already flown from Russia-occupied Crimea to Lutsk in northwestern Ukraine, a distance of more than 700 kilometers.”

RFE/RL takes apart a Russian Geran-4 drone to uncover what makes the jet-powered unmanned aerial vehicle (UAV) faster, harder to intercept, and capable of operating deep inside Ukraine — from its turbojet engine and advanced camera to foreign-made communications and navigation… pic.twitter.com/WGNdlpS9w1

— Radio Free Europe/Radio Liberty (@RFERL) September 25, 2026

“This engine allows it to fly at speeds of up to 450 to 500 kilometers per hour over Ukrainian territory. Sometimes even faster,” RFE/RL proffered. “It flies fast and high, which is why it is still difficult to intercept.”

As the camera pans down over the engine, the reporters noted that while it is made in China, “we have investigated cases where these engines were assembled in Russia using Chinese components.”

The next component examined was the drone’s camera.

“It has several modes: daylight, night vision, and infrared,” the report stated. “The camera offers 10-times optical zoom and up to 32-times digital zoom, allowing the drone operator to view terrain from an altitude of eight kilometers.”

“If there is a relay station and it is connected to the network, an operator sitting in an automated workstation somewhere in Bryansk, Oryol, or Crimea can control the drone and guide it to its target,” RFE/RL stated.

“Once the drone is inside Ukraine, regular cellular SIM cards can help keep it connected,” the report continued. “We also found two GSM modems inside this drone. Using SIM cards, they can transmit the Geran-4’s location over mobile networks, allowing the operator to track it in real time.”

Back in 2024, we explained how Shaheds fitted with 4G modems and SIM cards from Ukrainian telecom firms, combined with a camera installed on the drone and the ability to use wireless networks, could be one of a number of avenues that would transform the Shahed into a relatively long-range reconnaissance and strike asset capable of beyond-line-of-sight real-time operations. This could help plug what at the time was a glaring gap in the Russian arsenal, although the stability of its connectivity is still unknown and providing man-in-the-loop guidances in real-time for strikes may be beyond the capabilities of this configuration, at least consistently.

Regardless, most of these drones do not have cameras or modems, they fly to a specific set of coordinates and dive on a target before detonating.

The following images offered a glimpse into that system.

👀 Inside Russian Shahed: power bank and a SIM card of a Ukrainian operator pic.twitter.com/D5LGBMJfIv

— MAKS 26 🇺🇦👀 (@Maks_NAFO_FELLA) November 29, 2023

Drone specialists who have investigated the remains of these weapons told the outlet that they had found SIM cards “from Ukraine, Russia, Belarus, and even some European Union countries. And the deeper we go inside the drone, the more foreign-made components we find.”

The RFE/RL team also found a Chinese mesh modem the Russians use to help guide the drone. 

“It’s responsible, among other things, for radio and video communications. Essentially, this device allows the drone operator to see the video feed from the Geran-4 almost in real time,” RFE/RL stated. “The modem has a range of up to 300 kilometers and can also act as a signal relay. That means several drones flying near each other can relay and strengthen the signal, making it possible to control them over much greater distances.”

The discovery of the Chinese mesh modem illustrates something we reported earlier this year: “For some time now, Russia has been working on a man-in-the-loop (MITL) control capability for the Shahed/Geran, a feature that was confirmed when they started to appear with cameras and cellular modems, something TWZ explored in detail at the time. These developments allow the drone to be connected to an operator. Standard Shaheds fly autonomous routes to pre-planned targets on autopilot with no man-in-the-loop control. They are ‘fire and forget’ weapons.“

“Meanwhile, the range at which MITL can be achieved has been steadily increased. At first, the drones were adapted to exploit patchy cellular networks to provide additional connectivity when available. More recently, Shaheds have been flying with antennas allowing for direct line-of-sight control close to the front lines. This allows them to hit targets dynamically like an FPV drone, while packing a much heavier punch and being able to loiter for long periods of time. You can read all about this development here. Now, the datalink range is being extended using airborne signal relays, possibly creating a mesh network with multiple line-of-sight links.”

درون”Geran-4“ توقف محرك الـMicro-turbojet قبل الانقضاض على الهدف،
وتتَّخذ وضعية الانزلاق البطيء، ربّما لتوفير الوقود او لدقة افضل اثناء البحث بالعدسة البصرية.
ايضاً يظهر بوضوح هوائيات الارسال Mesh Antennas
اثنان مثبَّتان على الذَّيل، أحدهما موجّه الى الاعلى والاخر الى الاسفل. pic.twitter.com/cQIyHhvbmm

— TACTIX ™ (@Tactixtm) September 27, 2026

Finally, the Ukrainian journalists found something else we have long reported on. Like many other Russian weapons, the Geran-4 even contains components made in America.

“Despite international sanctions, a significant portion of its components are still coming from abroad, highlighting gaps in global export control enforcement,” RFE/RL showcased. “We just opened up the drone’s onboard computer, and these circuit boards contain components made by a U.S. company. The markings on this component are partly worn off, but you can still see the manufacturer, Texas Instruments.”

“According to the specialists, what is actually Russian-made here is mainly the drone’s body and its assembly. This particular drone was manufactured and assembled at Alabuga, a major Russian drone production site. According to Ukraine’s military intelligence, Russia is now producing around 3,000 Geran-4 and Geran-5 drones a month at Alabuga and other facilities across Russia.”

Satellite images of the site first emerged in 2023, which you can see below.

Satellite images of the factory producing Iranian kamikaze drones Shahed-136 in Yelabuga, Tatarstan.#russia #Ukraine pic.twitter.com/07HBMwcGCs

— Dr. Khaled Alfaiomi (@Alfaiomi) November 15, 2023

As if the Geran-4 drones were not challenging enough for Ukraine, Russian Geran-5 jet-powered drones are equipped with “a DSMAC (Digital Sensor Module for Autonomous Navigation) module for navigation using reference images of the Earth’s surface, similar to the X-101 missile,” the Ukrainian technology monitoring channel Polkovnyk GSh reported on Telegram. DSMAC allows for a weapon to navigate without any external help from global positioning satellites. The Tomahawk also uses this system. You can read all about it and how AI embedded in Shahed models will be the next leap in true autonomy far beyond the front lines, even for hunting and killing targets of opportunity, in our special feature linked here.

In addition, Russia has installed mesh repeaters on these weapons for radio signals so that video of the attacks can be “recorded (and immediately transmitted),” presidential adviser on defense technology Serhii Beskrestnov, known as Flash, said on Telegram.

The Russian military is now capable of acquiring real-time, high-quality BDA of its strikes with Geran-type OWA-UAVs/cruise missiles in downtown Kyiv.

In the footage below, we can see the moment of a Russian strike with Geran-5 cruise missile on the "Inkom" business center… pic.twitter.com/mPx4Kf9tmH

— Status-6 (@Archer83Able) September 27, 2026

Though these jet-powered drones are causing major problems for Ukraine, the country is finding a way to combat them.

One way is by using Ukrainian Air Force F-16 Vipers to shoot them down, which you can see in the following video.

The moment a Russian jet-powered "Shahed" drone is shot down by an F-16 fighter jet using its M61 Vulcan cannon. pic.twitter.com/gU72HJTXUa

— WarTranslated (@wartranslated) September 23, 2026

The Russian jet-powered drones were largely outrunning the drone interceptors Ukraine began using with great success against the piston-driven Shaheds. Those interceptors were not only saving lives, but they were also saving money because they cost a tiny fraction of far more expensive, higher-end munitions like the PAC-3 MSE fired by the Patriot system or the AIM-120 Advanced Medium-Range Air-to-Air Missile variants fired from the National Advanced Surface-to-Air Missile System (NASAMS) air defense launchers.

Seeking a more efficient and effective defense, Ukraine adapted by fielding higher-performing interceptor drones that are purpose-built to take on the jet-powered Russian munitions. Still, the engagement window for hitting the Russian drones is small, and these are more expensive to build. However, they will remain far less costly and faster to acquire than surface-to-air missiles.

In his speech earlier this week at the U.N. General Assembly, President Volodymyr Zelensky claimed that “our soldiers have already successfully tested four new jet-powered interceptor drones against Russian jet-powered Shaheds. So we are scaling up production.”

It is unclear exactly which interceptors the Ukrainian president was talking about; however, other types designed to take on Russian jet-powered Gerans have become public. One of them is the Sting S, a variant of the bullet-shaped Sting interceptor drone made by the Ukrainian Wild Hornets drone company.

On Sept. 19, the company posted a video on X claiming that “a crew from the 1020th Anti-Aircraft Missile Regiment took down a Russian Geran-5 using the new STING S. This drone is faster and carries a larger explosive payload than other Geran variants.”

TWZ cannot independently verify these claims.

STING S takes down a Geran-5 jet-powered drone-missile ❗💥

The crew from the 1020th Anti-Aircraft Missile Regiment took down a Russian Geran-5 using the new STING S. This drone is faster and carries a larger explosive payload than other Geran variants.

Big thanks to the… pic.twitter.com/Eg0rQgd1tL

— Wild Hornets (@wilendhornets) September 19, 2026

When we asked for more details, Wild Hornets told us “that the tests are going well. About a dozen enemy ‘Geran-4′ jet-powered strike UAVs have already been shot down, as well as several ‘Geran-5’ models, just in the last few days. We should note that at this stage we are talking about only the first results of combat testing within a few select units.”

The Sting S “is a high-speed quadcopter-type interceptor,” the Wild Hornets spokesperson added. “When choosing this model, we took into account that the solution should be inexpensive, easy to use, and quickly scalable.”

“Furthermore, most of the targets during combat testing have been destroyed using ‘Hornet Vision Ctrl’ remote control technology,” the spokesman stated. Wild Hornets claims the system provides low-latency image transmission, long-range communication, and resistance to electronic warfare.

100 remote interceptions in 100 seconds: Hornet Vision CTRL in action 🔥

Since deployment, Ukraine’s Defense Forces have remotely destroyed 1,000+ enemy targets using the system.

All thanks to the skill of crews taking down enemy drones with STING interceptors every day 🫡 pic.twitter.com/9sUthdjsvF

— Wild Hornets (@wilendhornets) September 3, 2026

“We expect this will allow us to rapidly scale up the deployment of the new interceptor once mass production begins,” the spokesperson noted.

As we have frequently noted, Russia and Ukraine continuously create new weapons and ways to defeat them. The jet-powered Russian drones, and Ukraine’s newest interceptors designed to destroy them, are the latest examples of a seemingly endless weapons evolution cycle in this war.

Contact the author: howard@twz.com

The post Russia’s Jet-Powered Shahed Drones Are Quickly Evolving As Ukraine Scrambles To Blunt Their Damage appeared first on TWZ.

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Scientists flee burning building in Kyiv’s mini-9/11, as Russian drone also explodes 200m from EU embassy (Ukraine Battlefield update, Day 1,678)

  • Kyiv is currently in a worse situation than Kharkiv when it comes to air-raid alerts.

  • The Russians struck the National Academy of Sciences, forcing scientists to flee through windows. Why did they target it?
  • What upgrades they are testing on their Geran-5 drones.
  • According to Rybar, Russia’s goal in attacking Kyiv is also to persuade Europe to stop helping Ukraine.
  • Maps of the day: The situation near Lyman and the gap between the Russian ministry and reality.
  • Videos of the day: an attack on the border crossing with Poland; footage from the cockpit of an Su-25; a robot avoids a drone; Russians flee among a crowd of civilians.

Kyiv has experienced its worst attacks since the start of the war in recent weeks. According to an analysis by French OSINT analyst Clément Molin, the capital was hit by 155 Russian missiles and drones in September, compared with 113 in August and 21 in March.

Denník N reporter Mirek Tóda, who visited Ukraine last week, said that Kyiv was currently worse off than Kharkiv in terms of air attacks, even though Kharkiv lies just 30 km from the front line.

Even smaller, FPV (first-person view) drones have recently begun flying on Kharkiv’s outskirts, hunting cars, but the number of air-raid alerts and air strikes there has still been far lower than in Kyiv in recent weeks.

Molin added that the Russians had struck the heart of the capital 10 times a day in recent days.

The Russian independent group Conflict Intelligence Team wrote that Kyiv and its surroundings would probably account for the highest number of civilians killed and injured anywhere in Ukraine in September — more than in the Donetsk, Kherson, or Kharkiv regions.

An at a time when attacks causing casualties occur every day, it is becoming harder for foreign journalists to engage readers with reports about an attack on the Ukrainian capital.

But on Monday, however, the Russians managed to do so.

During the working day, they struck the historic building of Ukraine’s National Academy of Sciences. It caught fire, and footage of scientists and other employees attempting to climb out through smoke-filled windows circulated around the world.

A Russian strike against the building of the National Academy of Sciences of Ukraine. A rescue operation is underway: crews are putting out the fire and searching for people who may have been trapped inside. All services are deployed. Today in Kyiv, a pharmaceutical company and… pic.twitter.com/ccfIHnGFNg

— Volodymyr Zelenskyy / Володимир Зеленський (@ZelenskyyUa) September 28, 2026

The images of people standing on a ledge may have recalled those seen after the 11 September attacks, although the terrorists then struck skyscrapers more than 100 storeys high in New York.

Horrific scenes out of Kyiv this morning as Russia used a jet-powered drone to blow up Ukraine’s National Academy of Sciences. People are escaping through windows as the building burns. Just like they target kindergartens and schools, now they are bombing science. pic.twitter.com/yvwzLz9DXe

— Nate Mook (@natemook) September 28, 2026

🚨 BREAKING: Terrifying footage captured people climbing out of windows after a Russian attack struck the National Academy of Sciences in central Kyiv in broad daylight.

The attack killed one person and injured at least three others, triggering a massive blaze. pic.twitter.com/wiWTU51QaL

— UNITED24 Media (@United24media) September 28, 2026

The historic building had only three floors. Thanks in part to this and the firefighters’ rapid response, only one person was killed and six were injured.

It is quite likely that the attack on the Academy of Sciences was not accidental and that the Russians were targeting an important individual.

Ukrainian analyst Viktor Kovalenko believed that the Russians had wanted to kill 86-year-old Volodymyr Horbulin. He is one of the architects of Ukraine’s missile and space programme.

He headed Ukraine’s space agency in the 1990s and, for five years under President Leonid Kuchma, served as secretary of the National Security Council. Despite his age, he remains active: he is vice-president of the National Academy of Sciences and focuses on security issues.

And the elderly scientist was in the building at the time of the attack. The drone hit a room one floor above his office. He sustained only minor injuries, but his assistant was killed.

A few hours later, the Russians struck the building of the Dobrobut medical centre, which caught fire. Several people were reported injured there.

Russia bombed the Dobrobut Medical Center in Ukraine's capital, Kyiv, this afternoon, setting the facility ablaze. pic.twitter.com/gs0d1X3eB5

— OSINTtechnical (@Osinttechnical) September 28, 2026

These attacks took place in the wider city centre and were felt by the EU ambassador to Kyiv, Slovakia’s Katarína Mathernová.

“Just moments ago, an explosion jolted me out of my chair in my Kyiv office. It was the loudest blast I have experienced here in three years. A jet-powered drone struck a building around 200 metres from the EU delegation. It happened in broad daylight. The target was a hospital,” Mathernová wrote.

While the Russians once attacked Kyiv mainly at night, attacks are now also taking place during the day. Although they target military and industrial sites as well, they frequently hit civilian facilities where many people are present during daytime.

“Today in Kyiv, a person can be killed in a supermarket, at a university, at a petrol station, on the street or at work. The campaign of indiscriminate attacks targeting the centre of the capital is unprecedentedly violent. The Russians are targeting data centres and regularly miss their targets,” French analyst Clément Molin wrote.

“What Russia is doing is pure terrorism. And we should treat neither its state leadership nor its military forces any differently. Why should we continue pretending that it is possible to negotiate with such terrorists on equal terms?” German analyst and former journalist Julian Röpcke wrote.

“Nothing expresses the ‘fight against Nato expansion’ quite as clearly as bombing the historic building of Ukraine’s National Academy of Sciences in central Kyiv, forcing ordinary scientists to jump from windows to escape death in the flames,” Ukrainian journalist Illia Ponomarenko added.

The Russians are attacking the capital virtually constantly. It is not merely one or two attacks a day. As Ukrainian analyst Bohdan Myroshnykov wrote on Sunday, Kyiv had been without an air-raid alert for only 5 hours and 55 minutes in the previous 24 hours.

“The current alert has lasted 8 hours and 20 minutes. The enemy deliberately launches drones in order to prolong the alert. Once they arrive in Kyiv, they begin circling over the city and its suburbs to keep people on edge for even longer,” he wrote.

According to him, the main weapons currently used by the Russians to attack Kyiv are Geran-5 jet drones. These are essentially smaller — though still six-metre-long — cruise missiles. By contrast, Geran-4 jet drones have the classic delta-wing shape of older Shahed drones.

Myroshnykov wrote that Ukrainians had more or less learned how to shoot down Geran-4 drones, but were having difficulties with the fifth series. While they intercept Geran-4s with an effectiveness of 70 to 80 percent, the rate for Geran-5s is only 50 to 65 percent. “The fourth series is intercepted en masse while approaching the Kyiv agglomeration, whereas the fifth is only intercepted within it,” the analyst wrote.

Last week, we wrote that Ukrainians had released the first videos showing them shooting down jet-powered Geran drones, including Geran-5s, using jet-powered interceptor drones capable of matching their speed. A video has now emerged of another new drone that apparently can already do this.

The problem, however, is that none of these drones is yet being mass-produced. Ukrainians therefore do not have enough of them to counter the growing number of jet-powered Gerans that the Russians are launching at Kyiv and other Ukrainian cities — as well as other targets.

“There are prototypes that have delivered varying results, but considerable effort is needed to bring a prototype into large-scale serial production. Sometimes this is impossible because access to certain components is limited,” former adviser to Ukraine’s defence ministry Serhii Sternenko wrote.

“It took us 3.5 years to find a more or less reliable anti-drone defence against conventional Shaheds. We began this path five months ago in the case of jet-powered drones. It may take us eight to 10 months to find a reliable anti-drone defence,” Myroshnykov wrote.

Ukraine’s defence minister, Yevhen Khmara, called on European partners at a meeting of his EU counterparts to help finance these interceptor drones, which have proved to be the best defence against conventional Gerans.

The Russians are also becoming increasingly creative in their efforts to strike targets in Ukraine. Serhii Beskrestnov, another former adviser to the defence minister, shared a video showing the Russians striking Incom’s office building in Kyiv. What is notable is that they filmed the strike themselves using a drone with a high-quality camera.

“The enemy attacked Incom’s office with a Geran-5 missile, while at the same time a jet-powered Shahed flew over Kyiv, circling above the attack site at an altitude of almost three km. It served as a radio-signal relay for the Geran-5 missile while also recording — and immediately transmitting — video of the attack on Incom. This Shahed then flew out of Kyiv and destroyed a McDonald’s warehouse,” Beskrestnov wrote.

He added that he was convinced the two operators had been sitting next to one another.

The Defence Express website also published an article about the Russians fitting their newest Geran-5-K5 jet drones with the Susanin navigation system, first reported by a Russian Telegram account. The system works by comparing current camera images with pre-recorded imagery.

“This enables the Geran-5 K5 to determine its coordinates even when satellite navigation is unavailable,” Defence Express wrote.

However, it works better during the day than at night, as it needs current images of objects on the ground.

It is often said that the Russians attack Ukrainian cities because they are unable to advance at the front. The aim may be to lower Ukrainians’ morale, degrade their economy and force them to surrender and accept Russian terms.

Although the attacks on Kyiv have been the worst since March 2022, they do not yet appear to have shifted Ukrainian public opinion. According to one recent poll, people were most concerned about government corruption (50 percent), with Russian air attacks only in second place (40 percent). Naturally, the poll was conducted not only in Kyiv but also in places where attacks are less frequent.

Recent polling by the Kyiv International Institute of Sociology (KIIS) indicates that the most worrying issue for Ukrainians right now is government corruption (at 50%), followed by Russian missile and drone attacks (40%) and unprofessionalism and incompetence of the authorities… pic.twitter.com/OvEbFz5jNQ

— AMK Mapping 🇳🇿 (@AMK_Mapping_) September 29, 2026

The attacks are often compared to the “war of the cities”, during which both countries attacked each other’s cities in the 1980s Iran-Iraq war. According to the Russian propaganda channel Rybar, they are also intended to undermine support from Europe.

This may be a somewhat far-fetched theory, but it is worth mentioning because it may indicate that people in the Kremlin think along these lines as well.

Rybar asks what the attacks mean for Ukraine’s “sponsors”. In its view, it is time for them to write off Ukraine, because there is no point pouring money into such a country. A “Marshall Plan”, it says, would be “pointless”.

“The more effective the strikes by the Russian armed forces in the framework of the ‘war of the cities’, the more likely the scenario in which the EU, even in the event of a ‘freezing’ of the situation, will ‘write off’ so-called Ukraine because further support for it is unsustainable. And without sponsors, the Kyiv regime cannot survive,” Rybar wrote.

This might perhaps apply if it were a war on the other side of the world, in which the EU was supporting one side. But the war over Ukraine is a conflict on the EU’s border, and there is a high likelihood that, if Ukraine does not stop the Russians, scientists will be fleeing from burning windows in Tallinn, Vilnius or Warsaw.

Maps of the day

On Monday, we wrote about how Ukrainians were gradually releasing parts of Operation Vivaldi, which is liberating territory north of Lyman. Russia’s defence ministry, as well as the Russian state agency Ria Novosti, continue to maintain their claims that the front line lies much further west.

This map compares official Russian claims with reality. At the point of greatest divergence, the maps differ by 40 km. For comparison, that is roughly the distance between Trnava and Bratislava. Overall, the Russians claim to control 1,360 square km more in this area than they actually do.

The yellow line on this map shows what the current official Russian maps portray the situation in the Lyman direction as (or what they would now consider the Izyum direction).

At it's furthest point, their claimed frontline is 40 km (!) west of my frontline. This was achieved… pic.twitter.com/Nd2SP3HJur

— AMK Mapping 🇳🇿 (@AMK_Mapping_) September 29, 2026

Russian Z-bloggers and propagandists are, however, closer to reality. The Two Majors channel wrote that the situation was “continuing to deteriorate”.

“The enemy is conducting counterattacks and trying to push Russian troops back beyond the Zherebets. (…) The Russian foothold west of the river has shrunk,” it said.

According to the channel, Ukrainians had entered the village of Zarichne from several directions, while fighting was also under way for Yampil.

According to Two Majors, this sector remains one of the most problematic parts of the front from the Russian perspective. The Russians’ aim is to stabilise it and retain at least some units on this bank of the river.

The Rybar channel wrote that Ukrainians had intensified fire on the few places where the river can be crossed, as well as attacks on logistics far behind the front line.

“Despite the stabilisation measures that have been launched, the situation remains extremely difficult and tense. The enemy’s gradual release of footage is a tool of information pressure, but it conceals a very real deterioration of the situation in the Lyman sector,” Rybar wrote.

Videos of the day

In addition to Kyiv, the Russians are attacking other parts of Ukraine. They again struck the Yahodyn border crossing on the Polish-Ukrainian border. A Geran-5 drone landed in a car park, around one km from Polish territory.

Recently, after a similar attack in which they hit a train, they also struck a petrol station 800 metres from the crossing. These are the attacks closest to Polish territory since the start of the war, not counting drones and a Kh-101 missile that have already entered Poland.

An enemy UAV struck near the "Yagodin" checkpoint on the border with Poland, according to social media posts pic.twitter.com/COrcYKrUoJ

— kolibri.93 🇺🇦 (@viktorikolibri) September 28, 2026

Footage from the cockpit of a Ukrainian Su-25 military aircraft during a mission in the east. The pilot flew low over the ground, then climbed higher, released a French AASM guided bomb and turned away.

Rare cockpit view from a Ukrainian Air Force Su-25 Frogfoot on a strike mission over the eastern front, screaming low over the ground before pitching up, clawing for altitude, and launching a French AASM guided bomb at a Russian target. pic.twitter.com/DmX2Pvfftw

— OSINTtechnical (@Osinttechnical) September 29, 2026

Ukrainian robot operators are also assisted by aerial reconnaissance drones during missions. This apparently helped the operator in the video skilfully evade a Russian drone at the last moment.

🤯 Insane operator skills!

A Ukrainian "Termit" ground drone dodges a Russian FPV strike mid-mission. pic.twitter.com/u2t4DMEj4L

— UNITED24 Media (@United24media) September 27, 2026

Ukraine’s Khartia Brigade released a video which it said showed Russian soldiers in civilian clothes, mixed in with actual civilians, trying to escape through a pipeline.

🚨 BREAKING: Drone footage from Ukraine’s Khartia Brigade reveals likely Russian soldiers disguised in civilian clothing, attempting to escape alongside elderly hostages and children.

Ukrainian troops refrained from firing to ensure civilian safety. pic.twitter.com/rByUK86i0E

— UNITED24 Media (@United24media) September 28, 2026

What are the losses

No update on Tuesday.

  • By Tuesday (22 September), Russia had verifiably lost 24,138 pieces of heavy equipment, compared with 24,098 on Monday (14 September). Of these, Ukrainians destroyed 19,105 (19,065) pieces, 1,000 (1,000) were damaged, crews abandoned 1,194 (1,194), and the Ukrainian army captured 2,839 (2,839). These included 4,448 (4,447) tanks, of which 3,353 (3,352) were destroyed in combat.

  • Ukraine had lost 12,175 (12,143) pieces of equipment, of which 9,579 (9,551) were destroyed, 702 (698) damaged, 695 (695) abandoned and 1,199 (1,199) captured. These included 1,464 (1,462) tanks, of which 1,125 (1,120) were destroyed in combat.

Note: Neither side regularly reports its own casualties or destroyed equipment. Ukraine publishes daily figures for Russian casualties and destroyed equipment, which cannot be independently verified. In this overview, we use data from the Oryx project, which has compiled a list of equipment losses documented exclusively by photographs since the start of the war.

  •  

Private money follows profit, not ruins in Ukraine’s EU-backed reconstruction

Ukraine’s reconstruction is being planned from a map of destruction. Financing its private assets instead follows a map of earnings. 

Since the full-scale invasion, the European Bank for Reconstruction and Development (EBRD) has lent  $131m [€115.3m] to Nova Post, Ukraine’s largest parcel and courier network — an established business with visible demand, revenue, and an owner able to put up around a quarter of the cost itself.

Shipments grew 16 percent in 2024 as traffic reoriented towards western and central Ukraine and across Ukraine’s  borders with the EU. Part of the financing paid for more than 600 safety capsules and shelters at its premises. A wartime resilience need met an earnings stream, and a lender followed. 

Three sets of records show where else those conditions hold. 

The first is what the international financial institutions have financed. Over four years the EBRD,  European Investment Bank (EIB), International Finance Corporation (IFC) and World Bank announced some $19bn (€17bn) of project-level finance for Ukraine, more than two-thirds of it to public authorities and  state-owned companies.

Of the $2.4bn that went directly to private companies, eight corporates  took 83 percent — around $450m to ArcelorMittal’s steel mill at Kryvyi Rih alone.

Guarantees to banks, some $1.8bn of them, are meant to reach smaller and mid-sized firms. Yet bank lending accounts for under four percent of Ukrainian capital investment. Mid-sized companies appear to be underserved. 

The second is what foreign investors have done. They put around $2.9bn of new equity into Ukraine from 2022 to 2025, most of it into services rather than industry or energy.

Across 134 EBRD financed projects, announced third-party equity appears in three, all of them technology companies incorporated outside Ukraine. A growing number of international venture funds are entering Ukrainian defence technology, whose assets can travel with global demand. A food processor in Vinnytsia, for instance, has neither that pull nor that mobility. 

The third is what companies in Ukraine do with their own money, and it dwarfs the other two. Capital investment runs at around $18bn a year, and companies’ own funds finance 71 percent of it.

In construction, the pattern is starker still: unfinished apartment blocks in Kyiv are going up without bank debt, paid for by the people buying the flats. 

That money is heavily concentrated. Kyiv and its surrounding region take 54 percent of it; the eight western regions 16 percent. The eight frontline and border regions, which hold 78 percent of the damage and 62 percent of the projected cost of rebuilding, take seven percent. 

Three kinds of financing, one pattern. Lenders and investors follow earnings, not destruction. 

The limits of private money

Much of reconstruction will therefore remain publicly financed. International funding flows to public entities which meet urgent needs and will likely not go bankrupt. For the most part, this is right. A large share of the damage sits in assets that never earned or whose earnings the war has interrupted, and repairing schools, de-mining fields, or restoring homes whose owners cannot pay will remain public spending.

But the balance matters beyond making public funds reach further. State-led reconstruction creates revenue-generating assets in public hands. EU accession will subject them to competition and state-aid rules they do not currently face, and some will have to be restructured or sold. 

Expanding the overlap between the two maps means mitigating the externalities of war more effectively. Energy infrastructure was hit 4,500 times in 2025, drones striking transformers and substations and interrupting the cash flows of otherwise functioning power plants.

When the Kakhovka dam was destroyed in 2023, up to 1 million people lost access to drinking water, and water supplies across four regions, including Kryvyi Rih’s, have had to be replaced or rebuilt — and  the municipal utilities involved are counterparties private investors are reluctant to contract with. 

The Kakhovka dam’s spillways in use in 2013. It was destroyed in 2023 (Source: Wikimedia)

Despite around $200bn of international public non-military support to Ukraine since 2022, the instruments addressing those externalities are patchy at best. A solar developer financing a projec against a Ukrainian public buyer needs a payment obligation it can rely on, and insurance that covers both capital and cash flow.  

Closing those gaps is a political decision, not a technical one. European decision-makers need to mandate the EBRD and the EIB to stand behind public buyers of services, widen the guarantees and risk cover available to private investors, and take more risk on their own balance sheets. Of the  €9.6bn EU Ukraine Investment Framework, only €220m is equity, anchoring a fund meant to reach €1bn over time. That pool of public risk capital should be larger. 

Export credit agencies are a separate lever, and it is national governments that set how far they can  reach. Denmark’s agency has backed more than €450m of financing for Ukrainian wind farms built  with Vestas turbines, but uptake of a broader European export credit scheme administered by the EIB has been slow. 

None of this fully aligns the destruction and earnings maps. It widens the ground on which they  meet — the part of the rebuilding that can keep earning when the public money stops.

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From Munich to Prešov and Leipzig: a GRU-linked sabotage network operated from Slovak territory

German investigators have linked an arson attack in Munich, the planned sabotage of drone manufacturer Skyeton near Prešov, and an attempted attack using an explosive drone at Leipzig-Halle Airport to Russia’s military intelligence agency, the GRU, according to media reports.

The most important finding is that part of this network was said to have operated from Slovakia.

We do not yet know all the details of the ongoing investigation, and I trust that Slovak security authorities will thoroughly examine the circumstances of the case and determine the true scope of the entire operation.

However, according to the German security services’ findings so far, the Slovak connection is not marginal.

Slovakia may have served as one of the hubs of a wider network linked to Russia’s military intelligence agency, the GRU.

According to German security sources, two Bulgarian nationals detained after the arson attack in Munich on 3 September were part of a GRU-linked group operating from Slovakia. Incendiary devices were thrown near Rohde & Schwarz and Helsing, companies linked to the defence industry and support for Ukraine.

The same wider network was said to have been preparing an arson attack on Skyeton’s plant near Prešov, which produces reconnaissance drones for Ukraine. Slovak authorities thwarted the plan and detained Latvian and Ukrainian nationals. Another suspect was detained in Germany.

The nationality of those carrying out the attacks is not decisive.

The current model of Russian operations uses nationals of different countries, often recruited through intermediaries. A professional GRU officer can therefore remain several layers removed from the attack itself. Recruitment may take place via Telegram, payments through cryptocurrencies, and those carrying out the attacks may not even know precisely who the real instigator is.

German investigators argued there was also a link to an attempted attack using an explosive drone at Leipzig-Halle Airport on 4 August.

The target was reportedly a Ukrainian cargo aircraft used to transport material. The German government subsequently publicly attributed responsibility for the incident to Russia.

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