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EURASIA · UKR

Ukraine

Standing at critical. Escalation underway or imminent. 1 report on file; updated 4 Aug 2026.

SecurityEconomic

The call over time

  1. 11 Jul 2026Critical
    Ukraine: the grid, not the front line, is the decisive winter target

    Expect a concentrated strike campaign on transmission — substations and autotransformers, not just generation — timed to the first sustained freeze. Repair stock, not air defense alone, is the binding constraint.

    SOFIA MARCHETTI

Open forecasts

70%
Desk

Ukraine imposes nationwide scheduled load-shedding for 14+ consecutive days between 2026-11-15 and 2027-02-28.

RESOLVES BY 28 Feb 2027
WHERE DO YOU PUT IT?Log your own call →
70%
Desk

Ukraine imposes nationwide scheduled load-shedding for 14+ consecutive days between 2026-11-15 and 2027-02-28.

RESOLVES BY 28 Feb 2027
WHERE DO YOU PUT IT?Log your own call →
70%
Desk

Ukraine imposes nationwide scheduled load-shedding for 14+ consecutive days between 2026-11-15 and 2027-02-28.

RESOLVES BY 28 Feb 2027
WHERE DO YOU PUT IT?Log your own call →

Indicators on the board

  • TrippedDamaged high-voltage autotransformers exceed replacements 2:1
  • ElevatedEmergency imports from ENTSO-E hit interconnector ceiling
  • TrippedDamaged high-voltage autotransformers exceed replacements 2:1
  • ElevatedEmergency imports from ENTSO-E hit interconnector ceiling
  • TrippedDamaged high-voltage autotransformers exceed replacements 2:1
  • ElevatedEmergency imports from ENTSO-E hit interconnector ceiling