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Weekend update #163: Ukraine goes from collapsing to liberating kupyansk

This piece cuts through the noise of daily battlefield rumors to expose a dangerous political narrative: the deliberate construction of a "Ukraine collapse" myth designed to force a surrender. Phillips P. O'Brien argues that while the ground war remains a grinding attrition, the real battle is being fought in the minds of Western leaders, where a specific, doom-laden story is being weaponized to justify a peace deal that rewards aggression. For the busy reader, this is a vital correction to the prevailing media cycle, offering a clear-eyed look at how geopolitical strategy is being rewritten in real-time, often at the direct expense of the very allies the West claims to protect.

The Myth of Imminent Collapse

Phillips P. O'Brien opens by dismantling the recent wave of pessimistic reporting, specifically targeting a New York Times story that leaned heavily on Finnish analysts to predict doom. He writes, "The future looks really, really grim for Ukraine," noting how such quotes are often framed with a "nice flex" of saying collapse isn't happening now, only to imply it is inevitable. This framing is effective because it exposes the mechanics of fear-mongering: by planting the seed of inevitable failure, analysts create a self-fulfilling prophecy that pressures governments to abandon a losing cause before the fighting even stops.

Weekend update #163: Ukraine goes from collapsing to liberating kupyansk

The author contrasts this doom with the reality on the ground near Kupyansk. He points out that while Russian forces had advanced slowly over four months, covering just 5 kilometers, Ukrainian forces recently pushed them back twice that distance in a single week. "It does, however, reinforce the notion that the Ukrainians are still operationally superior to the Russians in that they can react to a situation and achieve more in a short period than the Russians ever could." This observation is crucial; it shifts the metric of success from static territory held to dynamic operational capability. However, one must acknowledge that while tactical victories are real, they do not automatically translate into a strategic reversal of the war's fundamental character, which remains a brutal war of attrition.

"It is a deliberately destructive narrative, composed to try and convince Ukraine's partners that Ukraine should be forced to take any old terrible deal that Putin and [the administration] cook up."

O'Brien's analysis here is sharp: the narrative of collapse is not an honest assessment of military reality but a political tool. He draws a parallel to the summer of 2024 around Pokrovsk, where similar doom-laden predictions were made by analysts like Blackbird, only for the situation to stabilize. He notes, "Much of it seems to be the papers relying on analysts... who have risen to completely unwarranted prominence because they are always available for a doomladen analysis." This critique of the media ecosystem is vital, yet it risks underestimating the genuine resource constraints Ukraine faces, which are not merely a product of narrative but of material reality.

The Two Negotiations

The commentary then pivots to the most disturbing element of the piece: the nature of current diplomatic efforts. Phillips P. O'Brien argues that the United States is no longer acting as a neutral broker or a steadfast ally, but as an agent trying to secure the best possible deal for Russia. He writes, "The USA is central in these negotiations, but not as a supporter of Ukraine or its one-time allies in Europe, or even as an honest broker, but as an agent trying to get the best deal possible for Russia." This is a stark accusation that reframes the National Security Strategy not as a pivot to isolationism, but as an active reintegration of Russia into the global system without penalty.

The author details how this strategy manifests in proposals for the Donbas, where the US position allegedly demands Ukrainian withdrawal while requiring no reciprocal pullback from Russian forces. He cites Ukrainian President Zelensky's skepticism: "What will restrain [Russia] from advancing? Or from infiltrating disguised as civilians?" The answer, O'Brien suggests, is "nothing will restrain Russia." This section is the piece's emotional core, highlighting the human cost of a diplomatic strategy that prioritizes geopolitical expediency over the safety of civilians in occupied territories. It forces the reader to confront the possibility that the "peace" being negotiated is merely a pause in aggression, not a resolution.

Critics might argue that the US is simply being pragmatic, recognizing that a prolonged war drains resources and that a negotiated settlement, however imperfect, is the only way to stop the bleeding. However, O'Brien's evidence regarding the lack of pressure on Russia suggests that this "pragmatism" is one-sided, effectively asking the victim to make all the concessions.

Stirrings in Europe and the Asset Freeze

The final section offers a glimmer of hope, noting a shift in European sentiment. Phillips P. O'Brien observes that the "open pro-Putin posture of the US government" has ironically galvanized European leaders to take independent action. He highlights the EU Council's decision to indefinitely freeze €210 billion in Russian sovereign assets, a move that prevents the funds from being returned to Moscow or used as a bribe. "The decision by the EU to use emergency powers to immobilise €210bn of Russia's central bank's assets marks a significant step towards using the cash to aid Ukraine's defence."

This development is significant because it represents a break from the US-led strategy of protecting Russian assets. O'Brien notes that this move was likely impossible without the "new NSS and the open pro-Putin posture of the US government," suggesting that the administration's actions have inadvertently united Europe against a common threat. However, the author is careful not to be overly optimistic, noting that "pro-Putin forces on the continent are dead set against this freeze." The human cost of this geopolitical maneuvering remains the central concern; as O'Brien reminds us, the war is "terrible," and the technological realities of the battlefield mean that Ukraine has "no other option" but to degrade the Russian economy and logistics to survive.

"If the President of the USA says Ukraine has 'no cards', that is no mistake. It is a prophesy of doom to put pressure on Ukraine and Europe as a whole to accept a false reality and bend the knee."

Bottom Line

Phillips P. O'Brien's most compelling argument is that the "collapse" narrative is a calculated political weapon, not a military forecast, designed to force a capitulation that rewards the aggressor. While his critique of the US administration's diplomatic posture is piercing, the piece's greatest vulnerability lies in its reliance on the assumption that European unity can fully counterbalance American policy shifts. The reader should watch closely for whether the EU's freeze on Russian assets holds firm against future diplomatic pressure, as this will be the true test of whether the West can still act as a cohesive defense of liberal democracy.

Deep Dives

Explore these related deep dives:

  • Attrition warfare

    The article describes a grinding conflict where Russia advances slowly at enormous human cost while Ukraine preserves forces. Understanding attrition warfare as a military strategy helps readers grasp why small territorial gains matter less than casualty ratios and operational sustainability.

  • First-person view (radio control)

    The article mentions how weather and wind affect Ukrainian UAV effectiveness. FPV drones have revolutionized this conflict, and understanding how they work, their limitations in adverse weather, and their tactical applications illuminates why environmental conditions shift battlefield dynamics.

Sources

Weekend update #163: Ukraine goes from collapsing to liberating kupyansk

by Phillips P. O'Brien · Phillips P. O'Brien · Read full article

Hello All,

It has been a week of some awakenings on the European continent. The impact of the US National Security has been real, at least emotionally. Some Europeans, even previously staunch Atlanticists, are openly acknowledging that the USA is now not even to be seen as a neutral but instead to be understood as an enemy of liberal democracy in Europe. Not everyone has changed and we do not know how this will be translated into policy, but the discussion is shifting and this shift is a vital pre-requisite to shifting policy.

Also, the land war showed that no, Ukraine was not about to collapse again, as some analysts and the press were hinting. The Ukrainians even pushed the Russians away from Kupyansk and surrounded some Russian forces there. Is the course of the land-war changing? No. However it is important to understand that Ukraine is not about to collapse and is not doomed. That is the narrative that you are going to hear more and more from Washington and Putin’s friends in other places. It is a deliberately destructive narrative, composed to try and convince Ukraine’s partners that Ukraine should be forced to take any old terrible deal that Putin and Trump cook up. That is why it needs to be fought.

Also, a happy/sad announcement. Minna Alander has reached the end of her column writing here. She wants, understandably, to concentrate on her own Substack, the Northern Flank Notes. Needless to say I wish her well and urge people to keep following her there. All the best to her!

And now, on to the update.

Ukraine Goes From Collapsing to Liberating Kupyansk.

It was just over a week ago that the reporting about the Ukrainian military situation once again took a very dark turn. The New York Times for one published a story which was rich with undertones of Ukrainian failure.

Relying to a large degree on a group of Finnish analysts (who were prophesying doom for Pokrovsk 16 months ago) the story made it seem that the landwar was taking an ominous turn for Ukraine. Here is maybe the key section from the piece, notice how they get the word “collapse” in even by saying its not about to happen “now”? Nice flex.

But Russia’s pace is quickening, and incremental moves have started to add up. Moscow’s forces captured 505 square kilometers, or nearly 200 square ...