Skip to content
Welcome, thoughtbot's Giant Robots listeners!Start here
Iran Conflict 2026
6AUG

ISW Logs Third Straight Net-Loss Week for Russia

3 min read
15:43UTC

ISW assessed Russia net-lost 12 sq mi between 5 and 12 May and a further 29 sq mi between 12 and 19 May, extending the April territorial-loss pattern as Moscow extended its gasoline export ban through 31 July.

ConflictAssessed
Key takeaway

Three straight net-loss weeks and a fuel-export ban extension are pulling on the same constrained refining base.

The Institute for the Study of War (ISW, a Washington think-tank publishing daily battlefield assessments) assessed Russia net-lost 12 sq mi of territory between 5 and 12 May 2026, then a further 29 sq mi between 12 and 19 May⁠1. Those are the second and third consecutive net-loss weeks since the pattern first appeared in April, and the 12-19 May figure is the largest single-week net loss recorded since the spring offensive began.

Russia imposed a gasoline export ban through 31 July 2026 in response to refinery damage, extending the April measure first taken when the Kirishi refinery ceased operations. Moscow is now defending a home fuel market and a slipping front at the same time, with the same set of constrained refining outputs feeding both. The extension to the end of July signals the Ministry of Energy does not expect the central-Russia refinery picture to clear inside ten weeks.

Net-loss numbers at this scale do not by themselves indicate Russian collapse. Twelve and 29 square miles in a week are small absolute movements on a thousand-kilometre front; the war has run for years at slower rates. Three consecutive net-loss weeks indicate something narrower: the direction of the trade has flipped. After more than a year of incremental Russian gains in the Donetsk axis, the ledger has gone the other way, briefly.

The pairing with the export ban tightens that signal. Forces that cannot generate sortie volume because their fuel chain is constrained also cannot generate the close-air-support tempo Russian formations have relied on to convert assault losses into ground. The refinery campaign and the front-line ledger are converging on the same week in May.

Deep Analysis

In plain English

Researchers at the Institute for the Study of War have been tracking which side is gaining more ground each week. For three weeks in a row from late April to mid-May 2026, Russia lost more ground than it gained. That had not happened since Ukraine's Kursk incursion in August 2024. The numbers are not huge: Russia lost the equivalent of a couple of square miles per week. But the direction matters. Russia had been slowly gaining ground for over a year. The reversal is happening at the same time Ukraine is destroying fuel refineries, which limits how many aircraft sorties Russia can fly and how much fuel reaches frontline vehicles. Russia has also banned petrol exports until the end of July, which is a sign the fuel shortage is serious enough to require emergency domestic rationing.

What could happen next?
  • Consequence

    If net-loss weeks continue through June, Russian operational commanders face pressure to redeploy units from the Zaporizhzhia-Kherson axes to shore up the Donetsk front, thinning defensive depth in the south.

  • Risk

    Moscow's fuel export ban reduces hard-currency revenue in Q2 at the same moment the Q1 deficit overshoot requires emergency financing, compressing the fiscal runway Bruegel estimates at four to six months.

First Reported In

Update #17 · Istanbul talks, refineries dark, deficit overruns

Russia Matters / ISW· 22 May 2026
Read original →
Causes and effects
This Event
ISW Logs Third Straight Net-Loss Week for Russia
Two more weeks of net-negative Russian advance, paired with a fuel-export ban extension, suggest the front line and the home fuel market are tightening on the same timeline.
Different Perspectives
Office for Budget Responsibility
Office for Budget Responsibility
The OBR's 28 October forecast assumed $82 oil for 2026 and 2027, from market prices for the ten working days to 19 August, and blamed dearer wholesale energy on the war without naming Iran. It expects CPI inflation close to 4% in early 2027 even at that price.
Hengaw, Kurdish rights group
Hengaw, Kurdish rights group
Hengaw reported the 3 November hangings of Amirhossein Maleki and Amirhossein Ebrahimi in Isfahan, saying Ebrahimi was tortured into confessing and that nine of 12 people sentenced to death in the case have now been hanged. Iran's judiciary holds that the defendants killed members of the security forces.
FINTRAC, Canada's financial intelligence unit
FINTRAC, Canada's financial intelligence unit
FINTRAC worked with the US Treasury on the 6 November designation of eight money services businesses in British Columbia, Ontario and Quebec. Treasury says the businesses still operate, some under new names, so closing them falls to Ottawa.
Abdul Qadir al-Dakhil, Governor of Nineveh
Abdul Qadir al-Dakhil, Governor of Nineveh
Al-Dakhil cancelled three Mosul International Airport contracts on 7 November over alleged links to armed groups, after meeting Prime Minister Ali al-Zaidi in Baghdad. He named no group or company, and said the contracts will go to international companies.
Kuwait
Kuwait
Kuwait condemned the Houthi missile fired towards the Madinah region on 5 November and restated its support for Saudi Arabia, the Qatar News Agency reported. Its state tanker company, Kuwait Oil Tankers Company, is among the Gulf state fleets on Iran's expanded Hormuz list.
Scott Bessent, US Treasury Secretary
Scott Bessent, US Treasury Secretary
Treasury designated an alleged Chandigarh false-flag network on 4 November and eight Canadian exchangers on 6 November, while State sanctioned alleged MANPADS intermediaries. None of the actions touches an oil buyer; they target the paper, cash and procurement around Iran's trade.

Written with AI from Lowdown's published reporting. Not individually reviewed by an editor. Editorial standards.