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Ukraine Counterattacks Halts Breakthrough

Your daily dose of geopolitical updates and strategic analysis. Unbiased, but not unbased.

THE BRIEFING 

Here’s what’s happening in geopolitics today.

While it’s not the most dramatic day on the global stage, there’s still plenty unfolding worth keeping an eye on.

From accusations of political meddling in Hungary to renewed tensions on the Korean peninsula, leaders are staking out firm positions in an increasingly complex geopolitical landscape. We also look at major funding moves for Ukraine’s defense and the latest signals ahead of Trump and Putin’s anticipated meeting.

In our deep dive, we turn to the counterattacks that have stabilised the breakthrough at the risk of exposing their fronts.

THE LAST 24 HOURS IN GEOPOLITICS 

1. Hungarian opposition leader accuses Russia of political interference
Hungarian opposition leader Péter Magyar accused Russia of meddling in domestic politics after the Russian Foreign Intelligence Service (SVR) claimed the European Commission was plotting “regime change in Budapest.” Magyar warned that such statements are a form of “foreign intervention” intended to influence Hungarian voters, amid growing tension as his Tisza Party gains ground on Viktor Orbán’s Fidesz ahead of the 2026 elections.
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2. India says international court lacks authority to rule on Pakistan water treaty
India has rejected the recent ruling by the Permanent Court of Arbitration (PCA), stating that the international tribunal lacks legal authority over the Indus Waters Treaty as New Delhi never formally recognized its jurisdiction. This follows a decision by the PCA affirming its competence to adjudicate disputes related to India’s hydropower projects on rivers flowing into Pakistan, despite India’s earlier attempt to suspend the treaty unilaterally.
read more

3. North Korea says South Korea’s peace overtures is a ‘pipe-dream’
Kim Yo Jong, the influential sister of North Korean leader Kim Jong Un, firmly rejected South Korea’s recent peace overtures, asserting that North Korea has “never removed propaganda loudspeakers and will not do so,” dismissing Seoul’s hopes as a “pipedream.” She also derided South Korea’s adjusted U.S.-ROK military drills as ineffective and reaffirmed Pyongyang’s disinterest in dialogue with either Washington or Seoul.
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4. Zelenskyy says Ukraine has secured $1.5B from European allies for US weapons
Ukrainian President Volodymyr Zelenskyy announced on Thursday that Kyiv has secured $1.5 billion in pledges from European allies to purchase U.S.-made weapons. He emphasised that this funding comes through the NATO Prioritised Ukraine Requirements List initiative, a mechanism that “truly strengthens our defence.” The commitment underscores growing European coordination in arming Ukraine amid persistent threats and shifting defense strategies.
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5. Putin faces ‘very severe consequences’ if no Ukraine truce agreed, Trump says
Trump warned Russian President Vladimir Putin of “very severe consequences” if he fails to agree to a ceasefire in Ukraine during their upcoming summit in Alaska. Trump also floated the possibility of a follow-on meeting that would include Ukrainian President Volodymyr Zelenskyy, should initial talks prove productive.
read more

DAILY DEEP DIVE

THE UKRAINIAN COUNTERATTACK

Frontline stabilised, both sides pour thousands of troops in.
By most analysts’ accounts, the northernmost push of the current breakthrough has been contained, with the situation stabilising for Ukraine. This was expected, the further north the salient advanced, the more Russian forces would exhaust themselves. Plus, with the arrival of reinforcements, including the 1st Azov Corps in the north, Ukraine was able to hold the current expansion at the New Donbas Line, though this has created its own challenges. Both sides have committed thousands of soldiers to the sector.

Western edges and Pokrovsk
To the west, in towns like Dobropillya, Shevchenko, and Novooleksandrivka, most sources report that Russian DRG units have been eliminated. To the south west, some analysts believe they have entrenched themselves between Novooleksandrivka and Rodynske, a position that would effectively place Pokrovsk in operational encirclement. Russian troops have also made tactical gains on the western pincer in Udache, though at high cost.

Units shown here, map by @MarinKaaaa on X. Note, this map is being used for unit representation, the territorial boundaries are outdated.

Main Salient

Russian Evaluation:
The main salient, nicknamed the “rabbit ears of Pokrovsk” for its distinctive map shape, protrudes deep into Ukrainian territory, leaving Russian flanks exposed. The speed of the advance suggests limited time for Russian forces to fully entrench. A key reinforcement obstacle is the Kazenyi Torets River, which, according to Molin, is currently only crossable by infantry.

Despite this vulnerability, Russia has concentrated an estimated 100,000 troops on the Pokrovsk front, supported by over 3,000 airstrikes since June — including 1,400 between July 14 and August 14 alone. This level of firepower and manpower influx indicates a premeditated offensive rather than an opportunistic thrust. The positive aspect for Russian soldiers is that they won’t need to entrech themselves as they can occupy the existing Ukrainian fortifications. Even the Donbas Line is now being used against Ukrainian forces.

Russia’s reliance on infantry, supported by intensive airpower, may reduce the need for armoured backing, which would be highly vulnerable to Ukrainian drones along well-known routes along the thin salient.

Suriyaks maps showing the Russian movements to solidify the salient.

Ukrainian Evaluation
The salient’s greatest risk is a Ukrainian breakthrough near the Kazenyi Torets River, which could trigger a mass Russian withdrawal. Another priority is ejecting Russian forces from positions inside the Donbas Line at Zolotyi Kolodyaz before they can consolidate, as these could be used in future operations to encircle the remainder of Ukrainian-held Donetsk.

Azov has reported Russian personnel losses in the Dobropillya direction but no confirmed gains from counterattacks. The 1st “Da Vinci” Assault Battalion and the 2nd Battalion of the 93rd Mechanised Brigade have been active, though the “Da Vinci” push on Zolotyi Kolodyaz was repelled. For now, efforts are focused on entrenching and clearing Russian reconnaissance elements rather than splitting the Russian spearhead.

In the Shakhove–Volodymyrivka sector, Ukrainian troops maintain a solid defensive position in Shakhove, while drone units (likely from the NGU’s “Typhoon” company) are preventing Russian forces from securing full control of Volodymyrivka. The Russians are aiming to put pressure on Shakove to stop a push into the river by the Ukrainians.

River outlined in black, map by @Clement_Colin on Telegram

Overall:
What lies ahead may be one of the largest battles of the war, one that breaks from the attritional slog we are used to. If Ukraine can sever the salient’s southern edge, the entire Russian position could collapse. While Ukraine has stabilised this front, it is not a moment of celebration for many in Ukraine. This penetration has further highlighted the significant manpower issues and no doubt Russia will capitalise on these reinforcements that will have left other sectors undermanned.


Sources:
References available upon request. A full citation list has been omitted to preserve the visual integrity of the page.

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TODAY IN HISTORY

(August 14, 1880): Cologne Cathedral completed

Originally started in 1248, construction of the cathedral (Kölner Dom) in Cologne, Germany, the largest Gothic church in northern Europe and the city's major landmark, was finally completed on this day in 1880.