ISW: Every pause in US aid to Ukraine gives Russia battlefield gains

From the Institute for the Study of War:

"Russian Offensive Campaign Assessment, July 2, 2025

...The United States paused weapons supplies to Ukraine, including critical air defense interceptors, artillery shells, missiles, and rockets. Western media outlets reported that sources stated on July 2 that the US pause on weapons supplies to Ukraine will affect dozens of PAC-3 interceptors for Patriot air defense systems, dozens of Stinger man-portable air defense systems, thousands of 155mm high explosive howitzer munitions, over 100 Hellfire air-to-ground missiles, over 250 Guided Multiple Launch Rocket System (GMLRS) rockets, dozens of grenade launchers, and dozens of AIM air-to-air missiles.[1] Familiar sources told Politico on July 1 that the United States decided in early June 2025 to withhold some of the aid that the United States promised Ukraine under the Biden administration but that the decision is only now taking effect.[2]... 

The suspension of US aid to Ukraine will likely accelerate Russian gains on the battlefield, as previous US aid suspensions have in the past. Delays in US military aid in Fall 2023 and Winter-Spring 2024 set conditions for Russian forces to make more accelerated battlefield gains than Russian forces had previously been able to make.[11] Russian forces significantly intensified offensive operations near Avdiivka, Donetsk Oblast in mid-January 2024 and concentrated significant manpower and materiel to their effort to seize the settlement in mid-February 2024 amid the protracted debate in the US (from October 2023 until April 2024) about passing supplemental aid for Ukraine... ISW assesses that Russian forces advanced roughly three kilometers per day between the suspension of US aid to Ukraine on December 6, 2023 and the resumption of aid on April 24, 2024, much of which was in Donetsk Oblast — as compared to the six months prior to the December 2023 aid suspension when Russian forces actually lost a total of roughly 203 square kilometers at a rate of 1.1 square kilometers lost per day (due to Ukraine’s gains during the 2023 counteroffensive, which was enabled by the US and other allies surging military aid to Ukraine).

Russian forces also notably intensified offensive operations in Kursk Oblast following the suspension of US intelligence sharing in early March 2025.[13] Russian forces, augmented by North Korean forces, had been trying to push Ukrainian forces from Kursk Oblast through slow, grinding advances since the start of Ukraine's incursion in August 2024. The Trump administration suspended US intelligence sharing with Ukraine on March 5, and Russian forces intensified offensive operations to expel Ukrainian forces from Kursk Oblast on March 6 and 7.[14] Ukrainian sources reportedly stated at the time that Russian forces started making more rapid advances in Kursk Oblast on March 5 and that the suspension of US intelligence sharing impacted Ukrainian operations in Kursk Oblast the most. Kremlin officials at the time announced their intention to take advantage of the suspension of US military aid and intelligence sharing to "inflict maximum damage" to Ukrainian forces "on the ground."[15] Russian forces very likely exploited the US suspension of aid and intelligence sharing in March 2025 to accelerate Russia’s ongoing counteroffensive operation in Kursk Oblast. ISW assesses that Russian forces advanced at a rate of about 31 square kilometers per day in Ukraine and Kursk Oblast between the suspension of US intelligence sharing with Ukraine on March 3, 2025 and the resumption of intelligence sharing on March 11, 2025 — as opposed to a rate of advance of about 19 square kilometers per day in the six months prior to the intelligence sharing suspension.

The suspension of US aid to Ukraine will reinforce Russian President Vladimir Putin's theory of victory that posits that Russia can win the war of attrition by making slow, creeping advances and outlasting Western support for Ukraine. Putin articulated a theory of victory in June 2024 — and has emphasized this same theory of victory since — that assumes that Russian forces will be able to continue gradual, creeping advances indefinitely and win a war of attrition against Ukrainian forces.[16] Putin's theory assumes that Russia will be able to outlast pledged Western security assistance and that Ukraine will not acquire and sustain the manpower and materiel needed to prevent these gradual Russian gains or to contest the initiative and conduct counteroffensive operations to liberate Ukrainian territory. The latest US suspension of aid will strengthen Putin's belief that time is on Russia's side and his commitment to delaying negotiations toward a peace settlement and protracting the war...

Kremlin officials are responding to the US military aid suspension by publicly flouting Putin's theory of military victory as successful — in direct opposition to US President Donald Trump's stated goal of bringing Russia to the negotiating table and achieving a lasting and just peace. Kremlin Spokesperson Dmitry Peskov stated on July 2 in response to the suspension of US military aid that the "fewer weapons that are supplied to Ukraine, the closer the end of the [Russian invasion of Ukraine] is."[19] Russian Direct Investment Fund (RDIF) CEO Kirill Dmitriev, who has been heavily involved in diplomatic and rhetorical efforts vis-à-vis Ukraine and the United States, stated that the suspension "raises questions about the West's ability to continue supporting Ukraine."[20] Russian State Duma Defense Committee Deputy Chairperson Dmitry Zhuravlev suggested that the US military aid suspension will degrade Ukraine's ability to "hold out" against Russian offensive operations and claimed that the United States will not be able to "hide" any future arms deliveries to Ukraine from Russia.[21] These Russian statements underscore how the Kremlin perceives Putin's theory of victory as it relates to Western — particularly American — military assistance to Ukraine and flout the Kremlin's goal of coercing the United States and other Western states into ceasing military assistance to Ukraine.[22] The Kremlin is capitalizing on the US aid suspension to intensify its messaging that Europe should also cease weapons supplies to Ukraine. Putin had a phone call with French President Emmanuel Macron on July 2, the first Putin-Macron call in nearly three years, and used the call to reiterate boilerplate Kremlin narratives aimed at discouraging further Western military assistance to Ukraine.[23] Russian Ministry of Foreign Affairs (MFA) Spokesperson Maria Zakharova also criticized continued European military assistance to Ukraine.[24] The Kremlin's messaging about the suspension of US military aid to Ukraine is yet another indicator that Russia remains committed to achieving its war goals by force and is uninterested in meaningful peace negotiations to end the war.[25] These senior Russian officials’ statements indicate that suspending US military aid to Ukraine very likely will not compel Russia to conduct meaningful negotiations with Ukraine as President Trump desires, but rather embolden Moscow to continue protracting Russia’s war...

The US decision to suspend military aid to Ukraine will particularly degrade Ukraine's ability to defend against Russia's enhanced long-range missile and drone strike capabilities that have inflicted significant civilian casualties — in sharp contrast to President Trump's stated objective of stopping civilian casualties in Ukraine. US provisions of Patriot air defense systems and interceptors have been critical for Ukraine's ability to defend against Russia's missile strikes, particularly those with ballistic missiles.[31] Russia's long-range strikes have increasingly targeted densely populated cities far from the frontline.[32]... Russia has also recently adapted its strike tactics to inflict maximum damage to civilians, including by deploying cluster munitions with delayed detonations, and Shahed drones equipped with capsules of chemical weapons and conducting "double tap" strikes that maximize casualties of civilian first responders.[35] Russia will very likely continue to increase the size of its combined strikes against Ukraine as Russia remains committed to accelerating its missile and drone production. The US suspension of critical Patriot interceptor supplies to Ukraine will likely impact Ukraine's ability to protect its critical, industrial, and civilian infrastructure. Russian forces exploited pauses in US military aid to Ukraine in late 2023 and early 2024 to conduct large-scale combined strikes designed to exhaust Ukraine's degraded air defense umbrella that was suffering from the lack of Western aid.[36] A dwindling supply of Patriot interceptors will force Ukraine to continue to make difficult defense prioritization decisions.

Key Takeaways:

• The United States paused weapons supplies to Ukraine, including critical air defense interceptors, artillery shells, missiles, and rockets.
• The decision to suspend military aid to Ukraine will likely force Ukrainian forces to continue to husband materiel, although the exact timing of the planned deliveries that the United States paused remains unclear at this time.
• The suspension of US aid to Ukraine will likely accelerate Russian gains on the battlefield, as previous US aid suspensions have in the past.
• The suspension of US aid to Ukraine will reinforce Russian President Vladimir Putin's theory of victory that posits that Russia can win the war of attrition by making slow, creeping advances and outlasting Western support for Ukraine.
• Kremlin officials are responding to the US military aid suspension by publicly flouting Putin's theory of military victory as successful — in direct opposition to US President Donald Trump's stated goal of bringing Russia to the negotiating table and achieving a lasting and just peace.
• The Kremlin is also using the US aid suspension as a basis to continue rhetorical attacks against European defensive efforts that are in line with Trump's initiative for Europe to shoulder more of the burden for collective defense.
• The US decision to suspend military aid to Ukraine will particularly degrade Ukraine's ability to defend against Russia's enhanced long-range missile and drone strike capabilities that have inflicted significant civilian casualties — in sharp contrast to President Trump's stated objective of stopping civilian casualties in Ukraine."