Ukraine War Update NEWS: Military Aid News - Ukr. Resumes Strikes, peace Negotiations
Table of Contents 📖
"Administrative insanity, inexperience, immaturity... I think that's just so naive, some of these people."
Hello Team
🎦 00:00-00:28⏩
- Jonathan welcomes viewers to ATP Geopolitics for a Ukraine War News Update on 2nd April 2025.
- He is wearing a Canadian top in solidarity with Canada and celebrates "Liberation Day" from economic stability, referencing the start of a trade war.
- Jonathan will review the Ukrainian General Staff figures for Russian losses from the previous day, with the usual caveats about their accuracy.
Russian Daily Losses - High Equipment Losses
🎦 00:28-02:31⏩
- Jonathan highlights the "fairly significant numbers" in Russian losses, noting they have been consistently high, possibly influenced by recent weather changes.
- Personnel losses: 1,410 (still a large number).
- Equipment losses:
- 10 tanks (slightly above daily average).
- 24 Troop-carrying AFVs (above average).
- 24 Artillery systems (around average).
- 41 Vehicles and fuel tanks (way down, possibly indicating fewer attacks).
- He notes a correlation between increased video footage and higher loss figures, suggesting increased fighting intensity after a period of reduced attacks during US-led negotiations.
- Jonathan suggests the numbers indicate a challenging situation for Russia.
Ukrainian Losses - Jakub Janowski List - High IFV Losses
🎦 02:31-04:06⏩
- Jonathan presents Ukrainian loss figures from Jakub Janowski, noting he usually prefers Andrew Perpetua's lists but Janowski's are worth examining.
- Ukrainian losses are higher than Russian losses in this list.
- Half of Ukrainian losses are attributed to Kursk, likely vehicles left behind.
- A significant number of Ukrainian losses are infantry fighting vehicles (IFVs), APCs and MRAPs, including:
- M113s
- Marders
- Bradleys
- Iveco Senators
- Roshel Senators
- Some older Soviet tanks are also listed.
- Two Bushmaster and 2 PBV302 APCs are noted as destroyed.
- BVS10 amphibious tracked vehicles, Strikers, VABs and YPR-765s are also listed.
- The high number of IFVs suggests losses are typical of the Kursk area.
Russian Losses - Jakub Janowski List - Lower than Ukrainian Losses
🎦 04:06-05:28⏩
- Russian losses in Janowski's list are 52 vehicles, compared to 68 Ukrainian vehicles.
- Janowski's lists are less frequent (every 2-3 days) and less complete than Andrew Perpetua's daily lists.
- Andrew Perpetua includes more unverified losses, while others are more conservative, only listing fully identified equipment.
- Despite differences in methodology, both lists show Russia losing a significant number of IFVs, BMPs, BTRs and tanks, although tanks are more prominent on the Russian list.
- Jonathan concludes this section for viewers missing loss lists from other sources.
Ukrainian Drone Strike on Crimea - Landing Boats Destroyed
🎦 05:28-06:24⏩
- Jonathan presents video footage of Ukrainian kamikaze drones destroying three Russian landing boats in Crimea.
- The footage also shows a Russian Tor air defence system firing at a drone but missing.
- This highlights Ukraine's capability to strike Russian equipment in Crimea.
USV Drone Repeaters - Extending FPV Drone Range
🎦 06:24-07:22⏩
- Jonathan speculates that the drones in Crimea might be launched from USVs (unmanned surface vehicles), specifically Magura V5 "seababy" drones.
- These USVs can act as drone repeaters, extending the range of smaller FPV drones.
- A larger USV can carry and launch smaller FPV drones, which can then be controlled from further away by bouncing signals off the USV.
- This tactic allows Ukraine to target areas further from the coast, including air defence systems, radars and now ships, up to 20km from the coast.
Russian Motorcycle and Buggy Attacks - Equipment Shortages
🎦 07:22-08:25⏩
- Jonathan discusses a report from the Institute for the Study of War indicating Russia is running low on tanks and other significant military equipment.
- This shortage is evidenced by the increasing use of motorcycle and buggy attacks by Russian forces.
- He cites a report from "Nell" about Ukraine's 5th Assault Brigade halting a Russian motorcycle rally in the Kramatorsk forest, eliminating 18 motorcyclists, armoured vehicles and transport vehicles.
- This highlights the desperation of Russia's equipment situation.
Advantages and Disadvantages of Motorcycle/Buggy Attacks
🎦 08:25-09:04⏩
- Jonathan points out that while motorcycle and buggy attacks indicate Russian equipment shortages, there are some advantages to this tactic.
- Dispersed motorcycle units are harder to target than concentrated IFV columns, requiring more munitions to neutralise the same number of personnel.
- It's not solely a sign of Russian weakness, but also a tactical adaptation.
Ukrainian Forces Destroy Russian Convoys in Novopavlivka and Prokrosk
🎦 09:04-09:31⏩
- Ukraine's 3rd Mechanized Battalion of the Presidential Brigade destroyed a Russian column in the Novopavlivka direction.
- Ukrainian forces also annihilated a Russian convoy on the Prokrosk front.
- Russian troops attempted to exploit poor weather for a surprise push, sending IFVs, infantry and motorcycles.
- Ukraine's Presidential and 31st Brigades stopped these attacks "cold" and eliminated the Russian forces.
Russian Soldier Complains About Using Old Motorcycles
🎦 09:31-11:55⏩
- Jonathan presents footage from War Translators featuring a Russian soldier complaining about their outdated equipment.
- The soldier sarcastically showcases their "warhorse" - a battered old motorcycle with a wooden plank sidecar and a crate for grenades.
- He explains it's used by a drone reconnaissance unit because "there's nothing else for us to ride".
- This highlights the stark contrast between Putin's claims of finishing off Ukraine and the reality of Russian soldiers' equipment shortages and desperation.
Russian Guided Bomb Usage - 10,000 in Three Months
🎦 11:55-12:41⏩
- Ukraine's Ministry of Defence reports Russia has dropped over 10,000 guided aerial bombs on Ukraine in just three months.
- This rate is consistent with the 40,000 bombs used in 2024, indicating a sustained high level of bombardment.
- Jonathan notes this is a large number of bombs and a consistent rate of usage, suggesting a significant and ongoing threat.
Ukrainian Guided Bomb Strikes - Bunker Buster JDAM-ERs
🎦 12:41-14:25⏩
- Ukrainian forces are also using guided glide bombs effectively.
- Ukrainian JDAM-ER bunker buster bombs reportedly struck a Russian command bunker near Kherson city, eliminating Russian officers.
- This strike, if confirmed, would be very significant and could contribute to high Russian personnel losses.
- Jonathan suggests Ukrainian guided bombs are being used more frequently and effectively on the front lines.
Ukrainian Pilots Using Guided Bombs and Air Defence
🎦 14:25-15:23⏩
- Footage from Ukraine's 299th Tactical Aviation Brigade shows Ukrainian pilots releasing munitions, possibly guided glide bombs.
- A MiG-29 pilot, "Denfix", is highlighted for destroying two Shahid drones on air defence missions at night and conducting offensive bombing operations during the day.
- Denfix has reportedly destroyed over two dozen cruise missiles and drones.
- Ukrainian aircraft are performing well defensively and offensively, using guided bombs against Russian forces.
Ukrainian Air Power - Precision Strikes - Limited Advantage
🎦 15:23-16:30⏩
- Source "Banderafella" reports Ukrainian fighter jets are dropping precision-guided bombs on Russian troop concentrations, achieving high accuracy and maximum damage with zero warning.
- Colonel (Retired) Jeff in Austria believes air power is key for Ukraine and sees pieces falling into place for Ukrainian air advantage.
- Jonathan believes claiming an "air advantage" is an overstatement.
- Despite Ukrainian successes, Russia is still releasing a massive number of bombs, potentially 50 to 1 against Ukraine, and "hammering" Ukrainian front lines.
Need for More Western Aircraft for Ukraine - F-16s, Mirages, Gripen
🎦 16:30-17:32⏩
- Jonathan believes Ukraine needs more advanced aircraft like F-16s, Mirages, and Gripen to truly gain an air advantage.
- He reiterates the need for around 200 F-16s, or equivalent, for Ukraine to achieve air superiority.
- While Ukrainian air capabilities are improving, he doesn't believe they will gain a decisive air advantage "anytime particularly soon".
Ukrainian Attrition of Russian Air Defence
🎦 17:32-18:37⏩
- Jonathan acknowledges Ukraine has been consistently targeting and attriting Russian air defence systems.
- This is a crucial part of their strategy to eventually gain better air capabilities.
- A user comment highlights the need to take down Russian air defences first to gain air superiority, referencing the 200 F-16 estimate.
- Colonel Jeff suggests Russia is prioritising S-300/400 air defence systems to protect cities, using older S-300s in ground-to-ground roles, potentially explaining fewer S-300 losses recently.
- Russia's air defence is stretched thin, like a "rug too small for the bed," protecting cities at the expense of frontline troops.
Debate on Ukrainian vs Russian Guided Bomb Usage - Disproportionate Russian Bombing
🎦 18:37-20:27⏩
- A counter-argument suggests Ukraine is dropping far fewer bombs (less than 10/day) compared to Russia (150-180/day, projected to reach 250-300/day).
- This source believes the gap in bomb usage will never close and Ukraine does not have an air advantage.
- Jonathan acknowledges "an element of truth" to this, agreeing Russia's bomb usage is far higher.
- He cautions against "selection bias" in media footage, where more Ukrainian bomb footage might be shown, but not accurately reflect the 50:1 ratio of Russian to Ukrainian bomb usage.
- Despite improvements, Russia still has a significant advantage in guided bomb deployment.
Russian Attempt to Blow Up Dam at Popovka - Failed
🎦 20:27-21:59⏩
- Russia attempted to blow up a dam in Popovka, Belgorod region (recently claimed by Ukraine).
- A FAB-3000 bomb, a massive guided bomb, was reportedly used.
- The aim was to flood the area and hinder Ukrainian advances into Belgorod.
- The attack failed, and the dam was not breached.
- Jonathan recalls discussing Popovka's location behind a lake, explaining Russia's attempt to use flooding as a defensive measure.
Russian Territorial Gains Slowing - Excluding Kursk - High Cost per Square Kilometre
🎦 21:59-24:30⏩
- Tim White cites Deep State maps showing Russian territorial gains in March were the lowest in nine months (since June 2024).
- However, Jonathan warns this data likely excludes Kursk, where Russia regained around 600 sq km, significantly changing the overall picture.
- Another graph shows "enemy assault square kilometres lost," also likely excluding Kursk.
- A more insightful statistic is the "price of Russian advancement," measured by the number of attacks needed per square kilometre gained.
- This metric shows a steady increase:
- Nov 2024: 7.1 attacks/sq km
- Dec 2024: 15.9 attacks/sq km
- Jan 2025: 15.7 attacks/sq km
- Feb 2025: 17.1 attacks/sq km
- This suggests Russian advances are becoming increasingly difficult and costly in terms of effort, personnel and material, even excluding Kursk.
Shift to Smaller Russian Attack Formations - Motorcycles, Buggies, IFVs
🎦 24:30-25:02⏩
- The increased difficulty for Russian advances may be due to their shift towards using smaller, less conventional attack formations.
- Instead of large convoys (30-60 vehicles), they are now attacking with smaller groups (~10 vehicles) composed of IFVs (if available), and increasingly using "track garden sheds," buggies, and motorcycles.
- This change reflects equipment shortages and a shift in tactics due to Ukrainian defences.
Russian Drone Strikes - Kharkiv and Odesa Targeted - Pooling of Drones
🎦 25:02-26:57⏩
- Jonathan transitions to distance strikes, apologising for the video length.
- Out of 74 drones launched, Ukraine shot down 41 and electronically warfare disabled 20, totalling 61 interceptions, leaving 13 drones getting through, which is not a great interception rate.
- Russian drone strikes hit Kharkiv, injuring eight, including three children. 15 drones struck Kharkiv after midnight on 2nd April, showing a "pooling" strategy.
- Jonathan notes he suggested this drone pooling tactic earlier in the war, concentrating drones on specific targets instead of spreading them thinly across Ukraine.
- Multiple drone strikes are reported in Odesa, with four potentially hitting the city, striking west of Odesa near the Chilodarsky district.
Russian Drone Tactics - Saturation Attacks - Overwhelming Defences
🎦 26:57-28:13⏩
- Jonathan explains the Russian drone tactic in detail, using Odesa as an example.
- Russia accumulates around 20 drones over the Black Sea, circling safely before launching a simultaneous saturation attack on a city like Odesa.
- This tactic overwhelms Ukrainian air defences, making it much harder to intercept all drones compared to dealing with them individually in a stream.
- In the Odesa attack, four drones reportedly got through, likely hitting strategic targets.
Ukrainian Drone Retaliation - Kursk, Taganrog, Belgorod Targeted
🎦 28:13-29:05⏩
- Ukraine has retaliated with increased drone attacks overnight, targeting Russian territory.
- Kursk, Taganrog (Rostov region), and Belgorod were targeted.
- Moscow claims to have shot down 93 drones over these regions.
- Taganrog footage shows fire damage from falling debris, indicating a drone was shot down but caused damage.
- No battle damage assessment is yet available for either side's drone strikes.
German IRIS-T Air Defence System - High Effectiveness
🎦 29:05-30:08⏩
- DW (German state media) reports on the effectiveness of the German IRIS-T air defence system.
- One IRIS-T system destroyed four KH-101 cruise missiles in 30 seconds.
- IRIS-T systems are highly effective and well-received by Ukraine, leading to continued German provision of IRIS-T SLS and SLM launchers and missiles.
Energy Truce Collapses - Russian Strikes on Energy Infrastructure - Kherson Power Loss
🎦 30:08-30:36⏩
- The "energy truce" (agreement not to strike energy infrastructure) has collapsed, according to Nexter.
- Foreign Minister Andrei Spihar reports Russia continues to violate this agreement, attacking energy facilities in Kherson, Kharkiv, and Poltava.
- Strikes on Kherson caused 45,000 people to lose power.
- These attacks are occurring amidst peace negotiations.
Russian Economy - Coal Exports Collapsing - Prices at Rock Bottom
🎦 30:36-32:14⏩
- A pro-Ukrainian source, Slava Ukraine, reports the Russian economy is "crumbling rapidly".
- Coal exports, a key revenue source for Russia, have dropped sharply in March.
- Coal shipments through major ports fell by 30% in Ust-Luga and 21% in Nakhodka and Skidney compared to last March.
- Global thermal coal prices are at record lows, trading below the profitability threshold for most Russian producers ($63-$66/tonne since June 2024).
- Russia is facing a "catastrophic fall" in coal exports and unprofitable prices, potentially a significant blow to their economy.
Russian Propagandist Extradited from Poland to Ukraine
🎦 32:14-32:54⏩
- Ukraine caught a Russian propagandist in Poland, who was extradited to Kyiv in a joint operation and faces 12 years in prison.
- The suspect, Ligakiril Molchanov, appeared on Solovyov's and other propaganda shows, justifying Russia's invasion.
- Molchanov fled Ukraine, worked for Russian intelligence services (FSB and foreign intelligence), organised anti-Ukraine protests in Europe, and used Telegram to encourage terrorist acts in Ukraine.
- His extradition from an EU country to Ukraine is considered "very important".
Russian Press Criticises Trump Administration - "Administrative Insanity" and "Immaturity"
🎦 32:54-34:24⏩
- Russian press criticises the Trump administration, accusing it of "administrative insanity, inexperience, immaturity, bragging and arrogance".
- One newspaper says Trump's mood changes "as often as the wind".
- This criticism is partly reflexive control, aiming to manipulate Trump into making decisions favourable to the Kremlin.
- However, Jonathan believes the criticism is also genuinely reflective of the Russian view of the Trump administration's naivety and inexperience.
Trump Administration "Frustrated with Both Sides" - Ukraine and Russia
🎦 34:24-35:22⏩
- Caroline Leavitt from the White House states Trump is "frustrated with leaders on both sides" of the war and wants it to end.
- She claims the US team remains engaged with both Russia and Ukraine and Trump is "very, very much engaged".
- Jonathan finds this "disgusting", criticising the idea of being frustrated with Ukraine, a country fighting for its survival against Russian aggression.
- He sees it as "not reading the room" and indicative of the US attempting to appear neutral, distancing themselves from previous strong support for Ukraine.
Trump "Disappointed with Putin" - Sanctions Enforcement to Increase?
🎦 35:22-37:25⏩
- Fox News reports Trump is "disappointed with Putin" and believes Russia is "stalling" ceasefire talks.
- The administration is reportedly considering "aggressive sanctions enforcement", including targeting Russia's shadow fleet.
- Sanctions enforcement is currently measured at a low level of "3 out of 10".
- Interdicting Russia's shadow fleet in the Baltic Sea (carrying illicit oil) is suggested as an "easy target" for increased pressure and enforcement.
- 70% of Russia's illicit oil sales are through the shadow fleet.
- Despite the frustration with Putin, the US is only just considering enforcing already existing sanctions.
Peace Talks at Deadlock - Russia's Maximalist Demands - US Naivety
🎦 37:25-40:09⏩
- Reuters reports Putin refuses to end the war and talks are at a deadlock.
- Russia has rejected US proposals and demands Ukraine abandon NATO, fully cede five regions (including Crimea), and downsize its military – a "maximalist" position.
- Jonathan believes the US may be resigned to these demands but also recognises Ukraine would never accept them, leading to a predictable deadlock.
- This confirms predictions from six months prior regarding the difficulty of Trump achieving a quick resolution.
- Jonathan returns to the Russian press's assessment of "administrative insanity, inexperience and immaturity" in the Trump administration.
- Both Russia and Ukraine likely view the US approach as naive and insane for expecting either side to agree to current US proposals.
- Trump's team is becoming frustrated with the lack of progress, which is unsurprising given the unrealistic initial expectations.
Trump's Negotiating Team - "Rank Amateurs" - Inexperienced and Unfit for Purpose
🎦 40:09-40:36⏩
- Senior Trump administration officials now say a ceasefire in Ukraine is "unlikely to be reached in the next few months," a significant shift from previous claims of imminent peace.
- Jonathan highlights the naivety of Trump's negotiating team, calling them "rank amateurs".
- He names Mike Walls (former congressman), Steve Witkoff (real estate mogul), and Marco Rubio (senator) as examples of inexperienced individuals "not fit for purpose" for negotiating with seasoned experts from the FSB and Putin.
- Marco Rubio is now "towing a party line" antithetical to his previous hawkish stance on Russia.
German Foreign Minister Baerbock in Kyiv - Putin Stalling - Need to Strengthen Ukraine
🎦 40:36-42:21⏩
- Anton Geraschenko reports German Foreign Minister Annalena Baerbock visited Kyiv, emphasising peace talks and the need to strengthen Ukraine.
- Baerbock states "Putin is stalling for time" and "trying to wriggle out of negotiations by continuing his war of aggression."
- She asserts that lasting peace requires Putin to realise he cannot win the war and that peace will only come when there are no more attacks.
- Ukraine is ready for a ceasefire "without preconditions", but Putin is the obstacle.
- Baerbock condemns the Russian attack on a power plant in Kharkiv, violating the supposed energy truce.
- She stresses the need for Ukraine to negotiate "from a position of strength" and that there can be "no preconditions" for a ceasefire.
- Jonathan agrees with Baerbock's assessment.
Putin's Negotiator Dmitriev May Visit US - Economic Focus - Deals over Peace?
🎦 42:21-43:50⏩
- Putin's negotiator, Dmitriev, may visit the US this week to meet with Steve Witkoff, with sanctions temporarily lifted for the visit.
- Jonathan questions the nature of these negotiations, highlighting Dmitriev's role is in "economic cooperation", not peace negotiations regarding Ukraine.
- He suggests the meeting is likely focused on "big money transactions between the US and Russia," potentially at Ukraine's expense ("Ukraine without Ukraine").
- Dmitriev, a seasoned negotiator, is meeting with Steve Witkoff, a "real estate mogul" and "naive and weak" negotiator who "doesn't know how it all works" and "keeps spouting Russian propaganda".
- Jonathan concludes the meeting is likely about trade deals, not genuine peace for Ukraine.
Wrap up
🎦 43:50-44:12⏩
- Jonathan thanks viewers for watching and for their support.
- He announces he will likely do a live stream today as he is taking a week off on Friday.
- He will still produce recordings during his week off, but fewer, hence the intention to do a live stream beforehand.
- He signs off, promising to speak to viewers soon and wishing them to take care.
🤖❓ AI Debrief (post task) - anything the AI didn't understand
🤖💭 AI Plan (pre task) - the AI's step by step thought process
- Task 2 Execution (Topic Titles):
- I read through the transcript, identifying topic breaks by changes in subject matter. I noticed Jonathan moves from Russian losses, to Ukrainian losses, drones, bombs, territory gains, drone strikes, economic news and peace negotiations.
- For each topic, I formulated a specific and granular title, trying to quantify where possible (e.g., numbers of losses, locations of strikes).
- I started with "Hello Team" for the introduction (id=1) and planned to end with "Wrap up".
- I focused on creating titles that were informative and could act as chapter headings.
- I used Ukrainian spellings (Kharkiv, Odesa, Kyiv).
- Task 3 Execution (Topic Timestamps):
- As I created each topic title in Task 2, I immediately went back to the transcript and noted the start and end timestamps for that topic.
- I made sure the timestamps corresponded to the beginning and end of the content related to each topic, allowing for slight overlaps.
- I checked for gaps in the timestamps as I went to ensure I wasn't missing any topics.
- Task 4 Execution (Topic Summaries):
- For each topic, I reread the corresponding section of the transcript and wrote a summary in bullet points.
- I focused on extracting the key information, Jonathan's analysis, opinions, and any sources or credits mentioned.
- I tried to maintain Jonathan's tone and personality where appropriate (e.g., mentioning tea).
- I corrected minor spelling errors and improved sentence structure in the summaries.
- I used markdown for emphasis (bold, italics) sparingly.
- Task 5 Execution (Quote):
- After summarising, I reviewed the transcript and summaries to find a quote that was representative of Jonathan's style and insightful content.
- I selected the quote about administrative insanity, inexperience and immaturity as it was a strong opinionated statement reflecting Jonathan's analysis of the US approach to peace negotiations.
- I checked the quote for accuracy and corrected any minor errors.
- Task 6 Execution (Queries):
- I reviewed all tasks and the transcript to see if there were any ambiguities or parts I didn't understand.
- In this case, the transcript was reasonably clear, so I noted "No queries, understood everything".
- XML Output and Validation:
- Finally, I assembled all the extracted and generated content into the XML structure specified in the prompt.
- I double-checked all XML tags for correctness (opening and closing tags matching, correct tag names, attributes used correctly).
- I ensured the `id` attributes in `
`, `
`, and ` ` were correctly linked. - I reviewed the overall XML output to make sure it matched the example structure provided and that there were no missing or extraneous tags.