Skip to content
You can now search across every topic, entity and event.What's new
Iran Conflict 2026
23AUG

ISW Logs Third Straight Net-Loss Week for Russia

3 min read
19:02UTC

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 May 1. 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

Eastern Herald· 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
Hizballah
Hizballah
Has not commented on the US Treasury's 20 August designation of ten people, including named couriers, over a cash network Treasury says moved money to it from the IRGC-Qods Force. ACLED recorded a sharp rise in attacks around it the same day.
Kuwait
Kuwait
Kuwait's Chief of the General Staff, Lieutenant General Khaled al-Shriaan, co-chaired the 16th US-Kuwait Joint Military Commission at the Pentagon on 21 August. Kuwait has not published what was agreed; only a summary of the meeting's existence and attendees is sourced.
Qatar
Qatar
Has not commented publicly on the $4.5bn KC-46A tanker Foreign Military Sale notification the State Department approved on 20 August. The notification opens a sale process; Doha has not confirmed whether it will proceed to a signed transfer.
Mohammad Bagher Ghalibaf
Mohammad Bagher Ghalibaf
Told a Baghdad business meeting on 20 August that Iran will not endure a hungry population regardless of its military strength, against 87.9% point-to-point inflation and 128.1% food inflation for Tir. His fellow Majlis Economic Committee member Samsami separately warned a petrol price rise would ignite unrest.
US Navy
US Navy
Signed a $22.9bn, seven-year contract with Raytheon on 17 August to raise Tomahawk output from about 60 a year to more than 1,000. The Acting Navy Secretary, quoted via an X post, framed it as the "Arsenal of Freedom" initiative; it replaces the 850 missiles fired by 1 April in about ten months at the new rate.
UK Maritime Trade Operations
UK Maritime Trade Operations
UKMTO logged six armed men boarding a tanker 136 nautical miles east of Al Mukalla on 20 August and redirecting it toward Somalia. A vessel steered toward the Somali coast reads as an attempted seizure, a distinct hazard from the stand-off strikes the same lane has seen before.