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Monday, September 28, 2026
Iran Update, September 27, 2026
Data Cutoff: 2:00 PM ET
The Institute for the Study of War (ISW) and The Critical Threats Project (CTP) at the American Enterprise Institute are publishing updates Monday through Friday to provide analysis on the war with Iran
Note: ISW-CTP will begin publishing abbreviated weekend updates covering the Houthi-Saudi conflict beginning on September 26, 2026.
Key Takeaways
Saudi and Yemeni government-aligned forces targeted Houthi forces positioned east of Taiz City on September 27, likely to disrupt the Houthis’ ability to sustain operations east of the city
. Yemeni government-aligned forces also continue to engage Houthi forces in mountainous terrain overlooking the Bab al Mandeb . The United Kingdom arrested five men near Royal Air Force (RAF) Fairford on suspicion of making preparations for a terrorist attack involving explosives
. Sources familiar with the investigation told the Telegraph that Iranian agents likely played a direct role in the suspected plot, but local authorities have not yet released the detainees’ identities . Iran has continued its efforts to drive up global oil prices in order to compel the United States to accept Iranian demands, including recognized Iranian control over the Strait of Hormuz
. The Islamic Revolutionary Guards Corps (IRGC) Navy claimed that Iran has targeted 19 vessels that have attempted to transit the strait since September 25, though Iranian media provided no evidence to substantiate these claims .
Toplines
Saudi and Yemeni government-aligned forces continue to strike Houthi targets along frontlines in southwestern Yemen
Saudi and Yemeni government-aligned forces targeted Houthi forces positioned east of Taiz City on September 27, likely to disrupt the Houthis' ability to sustain operations east of the city
Yemeni government-aligned forces also continue to engage Houthi forces in mountainous terrain overlooking the Bab al Mandeb
The United Kingdom arrested five men near Royal Air Force (RAF) Fairford on suspicion of making preparations for a terrorist attack involving explosives.[13]
Iran has continued its efforts to drive up global oil prices in order to compel the United States to accept Iranian demands, including recognized Iranian control over the Strait of Hormuz
US and Partner Military Operations
Nothing significant to report
Iranian Strike Campaign
Assessed Iranian War Aims:
Secure international recognition of Iranian control over the Strait of Hormuz
Degrade the US ability and willingness to continue the war
Restore deterrence vis-Ã -vis the United States and its regional partners
Divide the United States and Israel from the Arab states
Nothing significant to report
US-Iran Negotiations
Nothing significant to report
Iranian Domestic Affairs
Nothing significant to report
Lebanon
Nothing significant to report
Iraq
Nothing significant to report
Arabian Peninsula
Nothing significant to report
Russian Offensive Campaign Assessment, September 27, 2026
Toplines
A prominent Kremlin-affiliated milblogger is embracing Russian President Vladimir Putin’s new theory of victory that relies on expansive long-range combined ballistic missile and jet-powered drone strikes against Ukraine to force Ukraine to capitulate over Winter 2026-2027
.[1] The milblogger acknowledged that the frontline is “static” — a tacit acknowledgement of Russia’s near-zero net battlefield advances in recent months — and called on Russia to intensify and expedite its strike campaign against Ukraine while resources are plentiful
. The milblogger warned against relying on the assumption that Russia can sustain its strike indefinitely and incrementally increase its pressure on Ukraine
. Ukrainian President Volodymyr Zelensky stated on September 26 that Russia plans to spend $12 billion on the production of jet-powered drones and loitering munitions
.[2] Putin may be reevaluating his theory of victory that had previously relied on the assumption that the Russian military could continue advancing indefinitely until it achieved its goals or Ukraine surrendered in favor of relying on a Russian long-range strike campaign because of Ukraine’s 2026 battlefield successes
.[3] Putin’s modified theory of victory heavily relies on Russia’s ability to launch cheap jet-powered Geran-type drones at scale and with relatively high penetration rates – requirements that Ukraine’s interceptor program is aimed at attacking
. The prominent Kremlin-affiliated Russian milblogger claimed on September 27 that Russian forces launched mostly jet-powered Geran-5 drones against Odesa, Mykolaiv, and Kyiv cities on the night of September 26 to 27 and that Russia’s diverse strike arsenal and Ukraine’s air defense shortages allow Russian forces to maintain the current pace of strikes and expand their target types
.[4] The milblogger stated that the current Russian strike strategy imposes significant economic costs on Ukraine but warned that the cost of sustaining the strike campaign could exceed the campaign’s immediate effects if continued over the long term
.[5] Russian forces began intensifying their use of jet-powered drones in late April 2026
.[6] Zelensky stated on September 26 that Ukraine’s interception rate of jet-powered Shahed drones is now 55 percent, as Ukrainian air defenses intercepted more than 1,500 such drones out of 2,730 that Russia launched in September 2026 thus far
.[7] Ukrainian Presidential Office Head Kyrylo Budanov stated on September 27 that Ukraine is testing prototypes of interceptor drones in combat conditions and that Ukraine’s mass use of interceptor drones capable of downing jet-powered Gerans may begin within a few months
.[8] Ukrainian companies have already successfully field-tested several interceptor drones that can intercept Russian jet-powered drones
.[9] It remains unclear if Ukraine’s interceptor program can be scaled up and successful in time to disrupt the intensifying Russian campaign over the winter
. Putin likely does not envision Russia’s long-range strike campaign against Ukraine to last indefinitely as he is likely attempting to force Ukraine to capitulate before Spring 2027
. The milblogger noted on September 27 that a Russian strategy of heavily relying on long-range strikes is expensive and cannot last indefinitely, especially given that Ukrainian forces are also escalating their strikes against Russia
.[10] The ongoing Russian strike campaign relies on Ukraine’s inability to intercept Russian jet-powered drones, paired with its shortage of Patriot interceptors to defend against ballistic missiles in Winter 2026-2027, and assumes that Ukraine’s energy and other critical infrastructure will not be able to withstand Russian strikes over the next few months
. Putin stated on September 25 that Ukraine “must feel” Russia’s “retaliatory” strikes, suggesting that he intends to escalate his campaign into winter, which he has done in previous winters
.[11] Putin may not be considering the long-term costs of the Russian strike campaign if he expects that Ukraine will crumble and surrender this winter
. Putin remains unlikely to compromise his demands or engage in serious ceasefire negotiations until his new theory has run its course
.[12] The prominent Kremlin-affiliated milblogger also claimed on September 27 that expanding Russia’s strike arsenal is cheaper than conducting a second mobilization from economic, military, and social perspectives
.[13] Putin may seek to delay ordering a large-scale involuntary mobilization, for which his officials have been setting conditions despite Kremlin denials, until he has seen whether his long-range strike campaign is sufficient to achieve his aims
.[14] Demand for replacements for enormous Russian losses on the frontlines, however, may push him to order such a mobilization this fall, as Ukrainian and other sources have frequently reported that he has been preparing to do
.[15] Russian forces appear to be actively interfering with Ukrainian efforts to provide food to residents of occupied Oleshky, Kherson Oblast (southeast of Kherson City and on the left bank of the Dnipro River), threatening to prolong and intensify an already dire humanitarian crisis
. Ukrainian Foreign Minister Andriy Sybiha reported on September 25 that residents in occupied Oleshky, Kherson Oblast, have no food and must eat grass and weeds due to Russian negligence and refusal to provide humanitarian aid per its obligations under international humanitarian law
.[16] Russian occupation authorities stopped delivering food and supplies to occupied Oleshky in late December 2025, and in Spring 2026, Russian occupation authorities left Oleshky, effectively removing themselves from the humanitarian crisis
.[17] Ukrainian Kherson Oblast Military Administration Head Oleksandr Prokudin reported on September 26 that Ukrainian forces have been delivering food to occupied Oleshky since March 2026 and recently conducted an operation using drones to drop 4,000 kilograms of food to 100 designated locations in Oleshky
.[18] Prokudin noted that Russian forces intentionally shot down the drones carrying these provisions to prevent residents from obtaining the food or to enable Russian soldiers to take the food for themselves
. Russia's chronic mismanagement, deliberate disruption of humanitarian aid and evacuation efforts, and denial of its responsibilities under international law have led to a prolonged and now increasingly dire humanitarian crisis
.[19] The Kremlin has so far shown no interest in working with Ukraine or other international authorities to establish a local humanitarian ceasefire in the Oleshky area to resolve the crisis and now appears to be actively hindering Ukrainian efforts to provide food to local residents
.[20] Russia continues to demonstrate that its relationship with occupied Ukraine is extractive, brutal, and self-serving as Russia's war restricts consumer logistics routes and limits the goods and services available to occupied Ukrainians
.[21] An unidentified aerial object that was likely a Russian drone entered Romanian airspace on the night of September 26 to 27, as Russia continues to normalize its violations of European airspace
. The Romanian Ministry of National Defense reported on September 27 that Romanian radar systems detected an unknown aerial vehicle flying near Chilia Veche, Romania, on Romania's river border with Ukraine on the evening of September 26
.[22] The Romanian Ministry of National Defense reported that the drone entered Romanian airspace near Chilia Veche and flew parallel to the Chilia branch of the Danube Delta before Romania lost the aerial vehicle's signal near Pardina
. Two Spanish F-18 fighter jets and a Romanian IAR-330 SOCAT helicopter scrambled to monitor the aerial vehicle
. Romanian authorities have not publicly attributed the incursion to Russia, but the incident is likely part of the Kremlin's continued efforts to normalize European airspace violations
.[23] European security officials continue to investigate incidents of sabotage, some already attributed to Russia, against European defense and logistical infrastructure
. German newswire FAZ reported on September 25 that it obtained information from German security officials that German investigators suspect the Russian General Staff's Main Directorate (GRU) of using incendiary devices to attack the headquarters of technology and defense companies Rohde & Schwarz and Helsing in Munich, Germany, on September 3
.[24] FAZ reported that Helsing supplies the Ukrainian military, that the GRU team was operating out of Slovakia, and that authorities recently thwarted a suspected GRU sabotage attempt in Slovakia
. The German security services also reportedly assess that the GRU's purported Head of Sabotage Operations, Denis Smolyaninov, is likely responsible for the attacks on Leipzig Airport on August 5, an incident that German authorities have publicly attributed to Russia
.[25] The German security sources indicated that the GRU is using teams of specialists for sabotage attacks in Europe and organizes the teams on a per-mission basis
. The security sources reported that the GRU has further developed its infamous Unit 29155 to become more professional and established the Department for Special Tasks to oversee operations
. Danish South Zealand and Lolland-Falster Police District Chief Kim Skov stated on September 26 that Danish police are investigating an attempted arson attack against the wing of a plane at Lolland-Falster Airport but have not yet linked the incident to Russia
.[26] Both the German and Danish incidents fall within Russia's wider pattern of sabotaging European defense and logistical infrastructure in order to interdict Europe's will and ability to provide aid to Ukraine
.[27]
Key Takeaways
A prominent Kremlin-affiliated milblogger is embracing Russian President Vladimir Putin's new theory of victory that relies on expansive long-range combined ballistic missile and jet-powered drone strikes against Ukraine to force Ukraine to capitulate over Winter 2026-2027
. Putin's modified theory of victory heavily relies on Russia's ability to launch cheap jet-powered Geran-type drones at scale and with relatively high penetration rates - requirements that Ukraine's interceptor program is aimed at attacking
. Putin likely does not envision Russia's long-range strike campaign against Ukraine to last indefinitely as he is likely attempting to force Ukraine to capitulate before Spring 2027
. Russian forces appear to be actively interfering with Ukrainian efforts to provide food to residents of occupied Oleshky, Kherson Oblast (southeast of Kherson City and on the left bank of the Dnipro River), threatening to prolong and intensify an already dire humanitarian crisis
. An unidentified aerial object that was likely a Russian drone entered Romanian airspace on the night of September 26 to 27, as Russia continues to normalize its violations of European airspace
. European security officials continue to investigate incidents of sabotage, some already attributed to Russia, against European defense and logistical infrastructure
. Ukrainian strikes against Russian oil infrastructure continue to restrain Russia's oil processing capacity. Russia launched 170 drones against Ukraine overnight
. Ukrainian forces recently advanced in the Chasiv Yar tactical area and the Oleksandrivka direction
.
Statement on War Crimes
We do not report in detail on Russian war crimes because these activities are well-covered in Western media and do not directly affect the military operations we are assessing and forecasting
Ukrainian Operations in the Russian Federation
An open-source channel provided updated battlefield damage assessments (BDA) of recent Ukrainian strikes in Rostov Oblast
Ukrainian strikes against Russian oil infrastructure continue to constrain Russia's oil processing capacity
Russian Supporting Effort: Northern Axis
Russian objective: Create defensible buffer zones in Sumy Oblast along the international border
Russian forces advanced in northern Sumy Oblast
Russian Supporting Effort: Kharkiv Oblast
Russian objective: Push Ukrainian forces back from the international border to create a defensible buffer zone with Belgorod Oblast and approach Kharkiv City
Russian forces continued offensive operations in northern Kharkiv Oblast on September 26 and 27 but did not make confirmed advances
The Russian MoD continues to present false evidence to make claims of advance
Ukrainian forces continued their frontline strike campaign against Russian military targets in Russia’s border regions
Neither Russian nor Ukrainian sources reported ground activity in the Velykyi Burluk direction on September 27
Russian Supporting Effort: Oskil River
Russian objective: Cross the Oskil River in Kharkiv Oblast and push westward into eastern Kharkiv Oblast and northern Donetsk Oblast
Ukrainian forces recently either advanced or maintained positions southeast of Kupyansk
Russian forces continued limited offensive operations in the Borova direction on September 27 but did not advance
Ukrainian forces continued their intermediate-range strike campaign against Russian military assets in occupied Luhansk Oblast
Russian Main Effort: Capture Ukraine’s Fortress Belt and complete the seizure of Donetsk Oblast
Russian Subordinate Main Effort #1 – Encircle the Fortress Belt from the northwest
Russian objective: Seize Lyman and cross the Siverskyi Donets River to support a wide encirclement of the Fortress Belt – assessed objective of the Russian 25th Combined Arms Army and Western Grouping of Forces elements
Ukrainian forces continued counterattacks in the Lyman tactical effort, as Russian forces continue efforts to stymie Ukrainian advances and conduct a fighting withdrawal across the Zherebets River
Russian Subordinate Main Effort #2 – Advance on the Fortress Belt from the east
Russian objective: Advance on Slovyansk, Kramatorsk, and Druzhkivka from the east – assessed objective of the Russian 3rd Combined Arms Army and Southern Grouping of Forces elements
Ukrainian forces recently advanced or maintained positions east and southeast of Slovyansk
Ukrainian forces recently advanced in southwestern Chasiv Yar, as Russian forces recently conducted an infiltration mission in the area
Russian Subordinate Main Effort #3 – Advance on the Fortress Belt from the south
Russian objective: Advance on Kostyantynivka and Druzhkivka from the south and southwest, east of the Kazenyi Torets River – assessed objective of the Russian 8th Combined Arms Army and Southern Grouping of Forces elements
Russian forces recently conducted an infiltration mission in eastern Kostyantynivka
Russian Subordinate Main Effort #4 – Encircle the Fortress Belt from the southwest
Russian objective: Conduct a wide encirclement of the Fortress Belt from near Dobropillya and Pokrovsk west of the Kazenyi Torets River – assessed objective of the Russian 51st Combined Arms Army and Central Grouping of Forces elements
Ukrainian forces reportedly conducted a limited clearing operation likely south of Dobropillya as Russian forces continued infiltration missions in the Dobropillya tactical area
Ukrainian forces continue to target Russian long-range drone and logistics infrastructure in occupied Donetsk Oblast in their intermediate range strike campaign
Russian Supporting Effort: Advance into Dnipropetrovsk Oblast
Russian objective: Interdict Ukrainian ground lines of communication that support Ukrainian positions in Donetsk Oblast and envelop Ukrainian positions in southwestern Donetsk Oblast – assessed objective of elements of the Russian Central and Eastern groupings of forces
Russian forces continued limited offensive operations in the Novopavlivka direction on September 26 and 27 but did not advance
Ukrainian forces recently advanced east of Oleksandrivka
Ukrainian forces recently struck Russian military assets in the Russian rear in the Oleksandrivka direction
Russian Supporting Effort: Southern Axis
Russian objective: Maintain frontline positions, secure rear areas against Ukrainian strikes, and advance within tube artillery range of Zaporizhzhia City – assessed objective of the Russian Eastern and Dnepr Grouping of Forces
Russian forces continued offensive operations in the Hulyaipole direction and in western Zaporizhia Oblast on September 26 and 27 but did not advance
Russian forces continued to target civilian infrastructure in Zaporizhzhia City
Neither Russian nor Ukrainian forces reported ground activity in the Kherson direction on September 27
Russian forces continue using “human safari” tactics, purposefully hunting civilians in Kherson City
Russian Air, Missile, and Drone Campaign
Russian Objective: Target Ukrainian military and civilian infrastructure in the rear and on the frontline
Note: The Ukrainian military ceased regularly reporting the numbers of Russian missiles fired and the number of missiles intercepted as of August 11
Russian forces conducted a series of drone strikes against Ukraine overnight on September 26 to 27
Ukrainian President Volodymyr Zelensky reported on September 27 that Russian forces launched over 2,200 long-range strike drones, 1,650 glide bombs, and 38 missiles (most of which were ballistic) against Ukraine in the past week (since about September 20)
Russian forces are targeting Ukrainian drone manufacturers with ballistic missiles
Ukrainian Presidential Advisor on Defense Technologies Serhiy "Flash" Beskrestnov warned on September 27 that Russian jet-powered Shahed drones occasionally turn off their engines and glide before striking their targets
Significant Activity in Belarus
Russian efforts to increase its military presence in Belarus and further integrate Belarus into Russian-favorable frameworks
Nothing significant to report