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500 Locomotives Destroyed, Warehouses Gone; Front Lines Crumble
Briefed in the Geopolitics edition of Sunday, 20 September 2026
What was discussed
Russian strikes on Ukrainian transport and energy1:54
- Alexander Mercourisassertion
Russia is conducting a continuous, daily drone and missile offensive against Ukraine, targeting industrial sites, the Zatoka Bridge, and locomotives to destroy transport and energy infrastructure. The Zatoka Bridge is a key logistical link for southwestern Ukraine and will eventually be conclusively damaged beyond repair. The Rassvet drone system will soon provide full coverage of Ukraine, allowing precise strikes on locomotives nationwide.
Ukraine's warehouse and locomotive destruction crisis5:07
- Alexander Mercourisassertion
A BNE Intelligence report indicates Ukrainian strikes damaged 3% of Russian warehouses, while Russian strikes demolished 30-60% of Ukrainian warehouses. Ukraine has lost approximately 500 locomotives and is asking Europe for replacements, but Europe does not produce locomotives for the wider gauge used in Ukraine.
Ukraine's economic and air defense collapse8:30
- Alexander Mercourisassertion
Ukraine faces an existential economic crisis as Black Sea ports are blockaded, internal transport seizes up, and refinery attacks cause fuel shortages. Ukraine's air defense system is effectively depleted, and neither the US nor Europe can provide significant replacements due to their own run-down inventories.
Greece-Ukraine air defense missile dispute9:52
- Alexander Mercourisassertion
Ukraine demanded Greece provide air defense missiles, and Greece reportedly conditioned the transfer on Ukraine stopping attacks on Greek shadow fleet tankers, which Ukraine rudely refused.
Saudi Arabia competing for European air defense missiles10:20
- Alexander Mercourisassertion
Saudi Arabia is competing with Ukraine for European air defense missiles, claiming the US cannot supply them and leveraging oil exports to pressure Europe.
Russian air campaign compared to 1991 Iraq11:15
- Alexander Mercourisassertion
Russia's air campaign against Ukraine mirrors the 1991 US campaign against Iraq, causing massive economic and logistical damage on a larger, more complex scale.
Putin's diplomatic delay and shift to military solution12:50
- Alexander Mercourisassertion
Putin wasted a year pursuing diplomacy with Trump, but Russia has now shifted to a military solution, with Lavrov, Medvedev, and other officials adopting hardline rhetoric. There is no prospect for meaningful negotiations, as Russia is not compromising and all parties have divergent positions.
BRICS states defy US sanctions on Russian oil16:37
- Alexander Mercourisassertion
BRICS nations have publicly stated they will defy the Lindsey Graham sanctions bill, considering it illegal. China has legislated that its companies will not be influenced by fear of Western sanctions, and India is nearing a similar decision to secure Russian oil.
India's internal politics driving Ukraine peace stance18:31
- Alexander Mercourisassertion
India's stance on Ukraine peace is driven by internal business and diaspora interests, with Modi balancing US relations against the necessity of Russian oil and fertilizer.
Potential US secondary sanctions on India and Turkey20:21
- Alexander Mercourisspeculation
Imposing 100% secondary sanctions on India, Turkey, and China would wreck the energy market, poison US-India relations, and deepen the global economic crisis without stopping Russian oil exports.
EU discussions on seizing frozen Russian assets22:55
- Alexander Mercourisassertion
The EU is discussing seizing frozen Russian assets, but Belgium is resisting due to a court decision highlighting legal risks, though obsession might push them forward anyway.
Ukrainian retreat from Orikhiv in Zaporozhye25:13
- Alexander Mercourisassertion
Ukrainian forces are retreating from Orikhiv, which is mostly surrounded and will soon fall, securing Crimea and disrupting Ukrainian logistics.
Russian advances on Dobropillia and Kramatorsk27:40
- Alexander Mercourisassertion
Russian forces are storming and mostly encircling Dobropillia, Druzhkivka, and Alexeyevodruzhkivka, which will leave Kramatorsk vulnerable to encirclement and supply line cuts.
Ukrainian counteroffensive in Liman area30:09
- Alexander Mercourisassertion
Ukraine's counteroffensive in Liman has yielded results that do not match Ukrainian claims, with Russians withdrawing to the east bank of the Nitrius River. Ukrainian counteroffensives typically cause heavy losses, weaken defensive positions, and set the stage for future collapses.
Biletsky's political motives for Liman offensive33:30
- Alexander Mercourisspeculation
The Liman counteroffensive is politically motivated to boost Biletsky's status and give Zelensky a victory narrative for Western meetings.
- Hostopinion
The offensive is a bad military idea but serves Zelensky's political need to claim a stalemate or victory to secure more Western funding.
Western media amplification of Ukrainian offensive35:10
- Alexander Mercourisassertion
Western media is amplifying the Liman offensive as a victory to help Zelensky secure more funding, but will ignore the eventual Russian rollback and Ukrainian defeat.
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