Conflict Studies and Insights

Biweekly Conflict Insights

15–28 September 2026

01

Conflicts Monitored

15 conflicts · status as of 28 September 2026
Focus
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Priority Active Watch Tier 1 (large) to Tier 3 (small) Maritime / zone watch ▲▼ Status moved this period

Key Conflict Developments

CoveringRussia–Ukraine · US–Israel–Iran · Israel–Lebanon · Israel–Gaza · Thailand–Cambodia

01

Russia–Ukraine

Ukraine adapted Operation Vivaldi by deploying UGVs to demine 30 km of supply routes while utilising EW, UAS interdiction, and counter-drone strikes to sever the ISR–C2–logistics chain supporting Russian motorcycle- and ATV-borne infiltration units north of Lyman. Source: ISW, 26 Sep

02

US–Israel–Iran

Tehran and its proxies expanded a multi-theatre A2/AD envelope—combining Strait of Hormuz harassment, subterranean expansion at Natanz, and Houthi consolidation over the Bab al-Mandeb choke point—prompting US air-route supply interdictions and explicit Israeli preparation for deep-penetration counter-facility strikes. Source: Times of Israel · The Korea Herald

Other conflicts · Israel–Lebanon, Israel–Gaza, Thailand–Cambodia
03

Israel–Lebanon

Israel reorganised its footprint into a permanent Yellow Zone posture using hardened C2 nodes, concealed vehicle parks, and overhead protection, utilising sensor-to-shooter links with indirect fires to counter Hezbollah’s dispersed UAS and ATGM threats. Source: Anadolu Agency

04

Israel–Gaza

Israel transitioned to a persistent counter-reconstitution campaign along the Yellow Line, fusing FININT and real-time ISR to dismantle a 2 km subterranean tunnel network and execute precision strikes against Hamas’s leadership and financial infrastructure. Source: Caliber.az

05

Thailand–Cambodia

The Thai Army placed forward troops along sensitive border sectors—including Mounts 225/350 and the Ta Kwai temple area—on high combat readiness, establishing a dispersed, hardened defensive posture to deter localised indirect fires, mine hazards, and UAS escalation. Source: Thai PBS World

02

Key Learning Topics

Manoeuvre · Sense & Strike · Sustainment

Blue = the side the lesson is drawn from Red = opposing force. Based on Russia–Ukraine reporting. Open the full analysis under each strip for details and sources.

How to read the ratings

Preliminary
An early observation from this fortnight. It may change as more reporting comes in.
High confidence
Several independent, reliable sources agree.
Medium confidence
Credible reporting, but key facts come from one side or have not been independently verified.
Low confidence
Thin or single-source reporting. Treat it as a possibility, not a finding.
Manoeuvre

Operation Vivaldi: restoring a window for manoeuvre

Russia–Ukraine, north of Lyman · 15–28 Sep 2026

Preliminary · Medium confidence Ukraine’s 3rd Army Corps reported the gains, but Reuters could not verify them, and the fuel-to-jamming link is ISW’s assessment.

They seeevery move.
1Seen means hit. Red drones watched the ground non-stop. Blue could not mass or move without being spotted and struck.
FUEL ▼POWER ▼JAMMING ▼
2Hit the fuel. Blue struck Red’s logistics and fuel. Less fuel may have meant less power for Red’s generator-run jammers.
WINDOWMove now!
3A window opens. With Red’s jamming weaker, Blue drones flew more freely and a short window for movement opened. A limited gain, not a breakthrough.

LessonAn enemy’s watch-and-strike system may break at its support links, like fuel and power, not just at its sensors. This link is assessed, not proven.

Questions to askWhat keeps the enemy’s sensors and strike systems running, and what would show they have actually weakened?

Read the full analysis
Theatre
Russia–Ukraine, north of Lyman
Reporting period
15–28 September 2026
Learning status
Preliminary observation · Medium confidence
QuestionPreliminary findings
Operating problemPersistent drone observation and strikes made it difficult to concentrate and move ground forces without detection.
What Ukraine didUkraine’s 3rd Army Corps reported disrupting Russian logistics and fuel supplies before and during its advance. It also described counter-drone measures and strict information security intended to reduce Russian awareness. ISW assessed that reduced fuel availability may have strained generator-powered Russian EW, improving Ukrainian drone freedom of action in support of limited mechanised advances. Source: ISW, 17 Sep
What changed on the groundUkraine’s corps reported clearing Russian infiltration groups and recapturing territory; Reuters could not independently verify its initial figures. ISW assessed that the operation demonstrated a limited return of tactical manoeuvre, not a general breakthrough. Source: Reuters, 15 Sep · Critical Threats, 20 Sep
Learning pointStriking logistics may have affected more than resupply: it may also have reduced the power available to Russian EW. That suggests a possible chain — fuel disruption → weaker EW → greater Ukrainian drone freedom → a temporary opportunity for ground movement. It is an assessed mechanism, not a proven causal account of the operation. Source: ISW, 17 Sep
Preliminary observations

The weak point in an opponent’s reconnaissance–strike system may sit in its support dependencies, not only in its sensors or drones. Disrupting those dependencies could briefly make manoeuvre possible. Source: ISW, 17 Sep

Validation question

In a dense, connected environment, which dependencies keep an opposing surveillance-and-strike system functioning, and what evidence would indicate that its effectiveness has actually fallen?

Sense & Strike

Counter-UAS measures outpaced by jet-powered attack drones

Russia–Ukraine · 15–28 Sep 2026

Preliminary · Medium confidence The interception rates come from Ukraine’s air force, reported by Reuters, and have not been independently verified.

Got it!≈ 9 in 10 stopped
1It worked. Cheap Blue interceptor drones stopped about 9 in 10 slow, propeller-driven Red attack drones.
?Too fast!≈ 6 in 10 stopped
2Red changed the drone. Red switched to faster, higher-flying jet-powered drones. Interceptions fell to about 6 in 10.
90%60%OLD DRONEJET DRONEStill working vs.what’s flying now?
3Spot the drop. Adapt fast. The old counter still works on the old drone. The danger is the lag between noticing the drop and fielding an affordable fix at scale.

LessonA counter that beats today’s drone can fail against a modified one.

Questions to askCan our counter-drone kit spot a changed threat and adapt, without losing cover against the others?

Read the full analysis
Theatre
Russia–Ukraine
Reporting period
15–28 September 2026
Learning status
Preliminary observation · Medium confidence
QuestionPreliminary findings
Previously effective responseUkraine developed relatively cheap interceptor drones against slower, propeller-driven attack drones. Its air force reported intercepting more than 90% of those earlier variants. Source: Reuters, 22 Sep · Reuters, 15 Sep
Russia’s adaptationRussia expanded use of jet-powered variants. Reuters reported that their speed and higher flight profiles reduced the effectiveness of existing interceptor drones and some mobile air-defence teams.
Observed performance gapUkraine’s air force reported about 60% interception of the newer variants. That does not mean all Ukrainian air defence is obsolete; it identifies a performance gap against a changed target set.
Response under developmentFaster interceptors, other lower-cost weapons, and different engagement approaches. Reuters reported successful individual intercepts, alongside difficult trials and unresolved production and funding constraints. None is yet demonstrated here as a replacement at scale.
Preliminary observations

A countermeasure can remain effective against the threat it was built for while becoming inadequate against a modified variant. The attacker did not simply add more drones; it changed the target’s speed and flight profile enough to put a successful defensive method outside its useful engagement conditions. The critical issue is the time lag between detecting that performance drop and fielding an affordable replacement at scale.

Validation question

If a protection concept depends on a particular class of counter-UAS system, its useful test is not whether it defeats today’s reference drone. It is whether the concept can recognise and respond to a changed threat envelope while preserving coverage of other threats.

Sustainment

When fuel disruption affects more than mobility

Russia–Ukraine · 15–28 Sep 2026

Preliminary · Medium confidence Medium for the pipeline shutdown, which Ukraine’s 3rd Army Corps reported. Lower for its effect on Russian drones and jamming, which has not been measured.

DIESEL PIPELINE
1Pipeline cut. Blue says its strikes shut a pipeline carrying much of Red’s diesel in the area.
GENERATORDRONE BATTERYJAMMER
2No fuel, no power. Less diesel means fewer running generators: drone batteries go uncharged and jammers go quiet.
LONGER ROUTE
3The workaround. Red switched to road tankers. Fuel still arrives, but on a longer, slower and more exposed route.

LessonFuel powers sensors, jammers and comms, not just vehicles. Cutting it can blind a force before it stops it moving.

Questions to askWhich of our sensing, EW and comms kit runs on fuel-powered electricity, and how long could it last through a disruption?

Read the full analysis
Theatre
Russia–Ukraine
Reporting period
15–28 September 2026
Function
Sustainment, with links to sensing, EW and manoeuvre
Learning status
Preliminary observation · Medium confidence in the reported disruption; lower confidence in its precise battlefield effects
QuestionPreliminary findings
What changed?Ukraine’s 3rd Army Corps reported that strikes shut a pipeline supplying a substantial share of Russian diesel in occupied Luhansk. It said Russian forces had to move fuel by a longer tanker route. These quantities and route effects come from Ukrainian military reporting. Source: ISW, 22 Sep
Why is this different?Ukraine’s corps said reduced fuel availability would make it harder to run generators, charge drone batteries and operate EW equipment. ISW assessed that the interdiction supported Ukrainian counteroffensive operations north of Lyman. That is a plausible fuel → electrical power → drone/EW availability → battlefield freedom of action chain, but its individual links have not all been independently measured. Source: ISW, 22 Sep
What was the countermeasure?Russian forces reportedly shifted to road-tanker delivery. The open question is whether that substitution restores fuel reliably or creates a slower, more exposed supply chain. Source: ISW, 22 Sep
What is not proven?We cannot conclude that fuel disruption alone caused Ukrainian advances, quantify how much Russian drone/EW activity fell, or judge how quickly Russian forces adapted.
Preliminary observations

Preliminary CSI observation — Explore: a fuel supply system can be a hidden dependency of the sense-and-strike system, not only of vehicles. Its disruption may reduce battlefield awareness or protection before it visibly stops manoeuvre. Conversely, shifting to tankers may preserve supply but change its cost, predictability and vulnerability.

Validation question

Which critical sensing, EW, communications and support functions depend on fuel-powered electricity, and how long could they operate through a disruption?