A Tale of Two Strategic Attacks: The Race to End the War in Ukraine

The war in Ukraine is now a race between two competing, attritional theories of victory. Ukraine is focused on maximizing drone production alongside novel use of AI and low-cost, high payoff deep strikes integrated with cyber and electronic warfare designed to hold Russia’s oil and gas, and by proxy its economy, at risk. Russia is trying to increase its punishment campaign, targeting critical infrastructure and major political and economic centers like Kyiv to force a negotiation that favors the Kremlin’s interests. While the battlefield still matters, these dueling deep strike campaigns are the lines of effort most likely to force a settlement over the next six months.

Ukraine’s Energy Blitz

Ukraine is executing strategic attacks against Russian energy infrastructure designed to impose economic costs and fracture elite support for the Kremlin. The campaign targets the financial engine of the state by striking refineries, export terminals, and storage facilities well beyond the front line. This operational design bypasses the stalemate on the ground to threaten the revenue streams funding the war effort. As oil profits decline and domestic fuel shortages rise, the strikes compel Russian power brokers to absorb the physical consequences of the conflict. By holding these critical economic nodes at risk, Kyiv seeks to alter the decision calculus of regime insiders and create political friction within the capital.

Ukraine’s launches of air and drone strikes in Russia have increased significantly over the war, according to data from ACLED. In 2023, there were around 580 strikes or strike events; this number increased to 7,244 in 2024. Of these events, 901 aimed at energy infrastructure, such as fuel storage, oil depots, refineries, and pipelines. The data ends in June 2025, but in the first half of 2025 alone, there were 6,176 air and drone strikes, suggesting that the total number of attacks in 2025 may have nearly doubled the 2024 total. Russia suffers from these attacks due to its dependence on oil and gas: Just before the full-scale invasion, taxes and export tariffs related to oil and gas comprised 45 percent of Russia’s federal budget revenues.

Ukraine has also extended its campaign from fixed infrastructure to maritime energy logistics. Aerial and Sea Baby drones have been actively used against tankers in Russia’s shadow fleet. Ukraine drone strikes also recently attacked 90 Russian vessels, which led to the suspension of shipping in the Sea of Azov.

Russia’s Punishment Campaign

Russia’s firepower strike strategy operates as a deliberate punishment campaign designed to substitute for stagnant ground offensives by breaking the political resolve of both Kyiv and its international backers. By launching large salvos of ballistic missiles and drones against critical infrastructure, Russia seeks to exhaust Ukrainian air defenses and inflict paralyzing psychological strain on the civilian populace. This pressure creates a cruel mathematical reality where sheer munitions volume overcomes interception capabilities to directly shape the strategic environment. The Kremlin calibrates these bombardments to attempt to force Ukrainian leadership into premature concessions and secure a negotiated settlement that cements Russian interests regardless of localized battlefield realities.

While Ukraine has proved agile in fielding new classes of long-range strike drones and cruise missiles, the key variable to watch in these dueling strike campaigns is ballistic missiles. As documented in the CSIS Russian Firepower Strike Tracker, Ukraine has successfully intercepted drones and cruise missiles since the start of the war: Ukraine often intercepts long-range one-way attack drones like the Shahed over 85 percent of the time. However, ballistic missiles are another story. Between 2023 and 2025, Russia increased the number of ballistic missiles it fired at Ukraine, and by extension its production capacity, by over 700 percent. However, the share of ballistic missiles Ukraine was able to intercept and neutralize dropped by 36 percent. Worse still, the current interception rate in 2026 is only 10.2 percent, a drop of over 200 percent from the beginning of the war. This coercion drives increasing pressure on the Ukrainian president and his supporters to find an off-ramp to the war despite recent battlefield gains.

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Benjamin Jensen
Director, Futures Lab and Senior Fellow, Defense and Security Department
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Yasir Atalan
Deputy Director and Data Fellow, Futures Lab, Defense and Security Department
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The trend of decreasing success of intercepting ballistic missiles appears to be getting worse in 2026. To date, since January 1, 2026, Russia has fired 167 ballistic missiles at Ukraine. Yet, the past trend shows that Russia generally ramps up its ballistic launches toward the end of the year. If this trend holds, Moscow is on track to fire up to 840 ballistic missiles in 2026 (Figure 2).

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For Ukraine to successfully defend against Russian attacks, it must increase the rate at which air defenses intercept ballistic missiles. If only 10.2 percent of 840 ballistic missiles are intercepted, that leaves 754 devastating strikes that could alter the balance of resolve. Kyiv needs to limit the number of ballistic missile strikes that reach their target and buy time for its attacks on Russian energy infrastructure to change the decision calculus in Moscow.

How Ukraine’s International Backers Can Help

Ukraine’s international partners can address the increased use of Russian ballistic missile strikes to support the Ukrainian deep strike campaign along three lines of effort: revisiting sanctions evasion, increasing intelligence support, and accelerating coproduction.

  • Revisit Sanctions Evasion: Since the start of the war, Russia has found ways to bypass sanctions and acquire important electronic components that support its long-range strike campaign. Recent reporting documents how Russia uses a special military intelligence unit, the 20th Directorate, to buy foreign electronics and evade sanctions. 

    To choke off the supply of foreign electronics feeding the Russian war machine, the United States and its allies must aggressively target the global networks orchestrating parallel trade. Russian military intelligence units like the 20th Directorate continually exploit gaps in customs enforcement, lax jurisdictions and shell companies to procure critical dual-use components. Washington should combat this illicit pipeline by rapidly declassifying and passing actionable intelligence on these front operations directly to partner enforcement agencies. Armed with this precise targeting data, the Treasury Department can then expand secondary sanctions against the specific third-country intermediaries and foreign financial institutions facilitating these covert supply chains. Synchronizing active intelligence sharing with expanded economic coercion will fracture the procurement hubs enabling Moscow and steadily degrade the sustainment capacity of the Russian defense industrial base.

  • Increase Intelligence Support: International partners can blunt the lethal math of the Russian salvo campaign by expanding intelligence sharing to support Ukrainian deep strikes. Western agencies should provide actionable targeting packages that support attacking the ballistic missile threat at its source. High-priority target sets include mobile Iskander launchers, manufacturing plants deep inside Russian territory, and critical supply chain vulnerabilities like rocket motor production facilities. Disrupting these nodes before missiles enter the logistical pipeline reduces the immediate burden on Ukraine’s strained air defense network. Shifting a portion of Kyiv’s long-range strike capacity toward active ballistic missile launch platforms and component bottlenecks creates operational friction, forces Moscow to pull assets further back, and slows the overall generation of Russian firepower.
  • Accelerate Coproduction: In 2024, Germany, Spain, Romania, and the Netherlands signed an almost $6 billion contract to manufacture Patriot interceptors (PAC-2) at a new facility run by defense company MBDA in southern Germany. During the July NATO summit, Under Secretary of Defense Michael Duffey signaled a willingness to explore additional coproduction in Europe outside of Germany. These efforts are in addition to calls to license Patriot production in Ukraine, an effort which, while crucial, could take years to materialize.

    Therefore, European states should tap European Investment Bank Group funding for additional production lines, both at the MBDA plant and in other areas. Accelerating PAC-2 production would allow European states to transfer additional Patriot interceptors to Ukraine without incurring significant long-term risk.

Benjamin Jensen is director of the Futures Lab and senior fellow in the Defense and Security Department at the Center for Strategic and International Studies (CSIS) in Washington, D.C. Yasir Atalan is deputy director and data fellow in the Futures Lab at CSIS.