An interesting article (JUL 2023) whose contents I second.
I have voiced my doubts of an upcoming UKR counter offensive since October 2022 (focusing on the difficulty of integrating Western arms of a grand variety into a holistic concept of combined arms, w/o experienced sub officials), I feel my doubts were proven reasonable since, but I still have a lot of optimism about the UKR counter offensive(s), for various reasons (mainly logistics).
Yesterday ran into a (adequately long) article that expresses everything I feel from my analysis much more capable and in detail, recommended read:
https://time.com/6300772/ukraine-counteroffensive-can-still-succeed/Takeaways:
The situation in Ukraine still favors Kyiv despite the limited progress made in the counteroffensive so far. Ukrainian forces attempted a limited mechanized penetration of prepared Russian defenses in the south in early to mid-June, but failed to break through the Russian lines. They then switched to slower and more careful operations while disrupting Russian rear areas with long-range precision strikes. Ukraine began the next, reportedly main, phase of its counteroffensive on July 26 with a determined drive to penetrate Russian lines in western Zaporizhia Oblast. It’s far too soon to evaluate the outcome of that effort, which is underway as of the time of this writing, but it is vital to manage expectations. Ukrainian forces are fighting now to break through the first line of long-prepared Russian defenses. Several lines lie behind it, stretching for many miles. Ukrainian progress will very likely alternate periods of notable tactical advances with periods, possibly long periods, of pause and some setbacks.
The Ukrainian counteroffensive can succeed in any of several ways. First, the current Ukrainian mechanized breakthrough could succeed, and the Ukrainians could exploit it deeply enough to unhinge part or all of the Russian lines. Second, Russian forces, already suffering serious morale and other systemic problems, could break under the pressure and begin to withdraw in a controlled or uncontrolled fashion. Third, a steady pressure and interdiction campaign supported by major efforts such as the one now underway can generate gaps in the Russian lines that Ukrainian forces can exploit at first locally, but then for deeper penetrations.
Russia’s Problems
Reasons for confidence in the possibility of significant Ukrainian successes are closely tied to a number of fundamental challenges inherent to the Russian position in Ukraine and the Russian military. These cannot be resolved in 2023, so the opportunities they offer Ukraine are not fleeting. At the strategic level, the geometry of the theater favors Ukraine. At the strategic and operational levels, the lack of Russian reserves forces difficult and complex choices on the Russian military command in the face of Ukrainian counteroffensives. And at the tactical level the way the Russians are conducting defensive operations puts much greater pressure on Russian combat units than the lack of regular or large-scale movements on the map would suggest. All these problems are exacerbated by fundamental flaws in the Russian military itself.
Theater Geometry
The defining characteristic of this phase of the war is that the Russians must defend a ground line of communication (GLOC) consisting of a road and a rail line that runs from Rostov-on-Don at the northeastern edge of the Sea of Azov to Crimea. The Russians are dependent on this GLOC to supply their troops in southern Ukraine, as Putin had ordered Russian forces not to rely on the Kerch bridge for their logistics after the last major attack on the bridge. The break in that road bridge deprives the Russians of any fallback if the Ukrainians can threaten or cut the Rostov-to-Crimea GLOC.
This state of affairs favors Ukraine in an important way. If the Ukrainians can reach the Sea of Azov anywhere and hold their positions, they will have cut the GLOC. The Russians, thus, have to hold the entire thing. Put another way, the Ukrainians only have to win and hold in one sector to render virtually all the Russian-held territory west of their advance untenable. The Russians have to win everywhere all the time.
Reserves
The Russians suffer from an additional challenge in that they lack operational or strategic reserves.
A military without significant reserves has to require its troops on the frontlines to stay there indefinitely and can temporarily generate the effects of reserves only by pulling forces from one sector of the line to another to deal with unexpected opportunities or reverses.
Lateral transfers of forces from one part of an active line to another are undesirable. They can disrupt offensive or defensive operations in the sectors from which they are drawn and put great pressure on soldiers who must withdraw from combat in one area, move rapidly to another, and immediately launch into new fighting without time to rest men and repair or replace equipment. The fact that the Russian command has generated reinforcements for threatened sectors in this fashion rather than by sending uncommitted reserves, together with the widespread complaints about the lack of rotations of frontline units, strongly suggests that the Russians simply do not have uncommitted operational or strategic reserves.