The Peter Zeihan Podcast Series New Strategies in the Ukraine War || Peter Zeihan
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Nov 12, 2025 The conflict in Ukraine is evolving with shifting strategies from both Russia and Ukraine. Russia is now targeting rail infrastructure instead of power grids, impacting troop movements. Meanwhile, Ukraine is striking back with deep attacks on Russian oil facilities and ports. The concept of a 'shadow fleet,' involving uninsured tankers, raises the stakes for Russian oil exports. Peter highlights how recent developments change the battlefield dynamics and the implications of these aggressive tactics.
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Power Attacks Lost Their Strategic Punch
- Russia's strikes on power infrastructure failed to shut Ukraine down because Ukrainians jury-rigged repairs and deployed layered defenses.
- Fixed, known targets became easier to defend, reducing the strategic payoff of repeated power-plant attacks.
Rail Strikes Target Rolling Stock
- Russia shifted to striking rail rolling stock and locomotives because moving targets can't be protected by fixed defenses.
- Hitting engines disrupts coal deliveries and has quicker operational impact than prior attacks.
Pokrovsk's Loss Slows Ukrainian Logistics
- Pokrovsk's fall deprives Ukraine of a major rail-road hub that linked eight arteries and sped troop movements.
- Losing it forces longer supply routes and slows Ukrainian reaction times along the front.