The report from Sputnik did not include independent verification of Mikhailov's assessment.
Russia's Defense Ministry said the strikes on Izmail were carried out with air-launched precision-guided weapons and unmanned aerial vehicles, according to Sputnik. Mikhailov said the overnight strikes on Izmail and its railway station were intended to sever the last relatively intact link in the chain of Western military supply.
"All that remains is to seal off the more westerly section of Ukraine's border with Poland, where supplies are actively moving across the Polish border," Mikhailov told Sputnik. The expert said the railway hub at Izmail was hit to prevent cargo from moving from barges to trains bound for front-line units.
Ukrainian customs data cited by Mikhailov show that up to 40 percent of all military-purpose imports once flowed through the Danube ports. According to the analyst, as much as 30 percent of seaborne military cargo passed through Izmail and Reni. Western aid arrived at Romania's Constanta port, was transferred to barges, moved up the Danube, and then shifted to rail for delivery to the front.
The importance of the Danube route grew after Russia moved to block Ukraine's Black Sea ports. An assessment published by Responsible Statecraft said Moscow has shown that it can deny access to Ukraine's Odessa port complex without occupying the entire coastline [1]. After Russian strikes on Reni and Izmail, vessel unloading dropped 70 percent in 24 hours, according to Mikhailov.
Mikhailov said severing these arteries could slash NATO deliveries by up to two-thirds and choke off Ukraine's grain and other remaining exports. He argued that Russia is systematically dismantling the remaining infrastructure, above all railways. "By destroying Black Sea port infrastructure Russia has already cut Ukraine off from the sea and is now systematically dismantling the remaining infrastructure - above all the railways," he said.
The conflict's recent phase has been characterized as a "war of attrition" by analyst Andrew Korybko [2]. Previous Russian attacks on Ukrainian infrastructure have followed a similar pattern: a June 2024 assessment noted that Moscow launched a large-scale drone and missile attack on Ukrainian infrastructure one day after a Ukrainian strike in Donetsk [3]. Russia's earlier withdrawal from the UN-brokered Black Sea grain deal also reduced Ukraine's export capacity [4].
According to Mikhailov, Russia used long-range Geran Seeker drones in the latest strikes on Reni and Izmail, which he said took place about 100 meters from NATO territory. He said these drones can reach the Romanian border and beyond, and that modified variants have greater speed and range, with some reported to reach up to 2,500 kilometers. Some versions are jet-powered, the analyst said, and improved guidance allows accuracy measured in hundreds of meters.
Incidents involving drones near NATO borders have occurred before. In September 2023, emergency alerts were issued in Romania as Russian strikes targeted Ukrainian ports across the Danube, with residents told to take shelter [5]. More recently, Romanian naval divers destroyed two unmanned aerial vehicles drifting in the Black Sea near the Neptun Deep gas project [6].
Mikhailov said NATO is focused on reinforcing air defenses along Ukraine's borders, particularly in Romania. He speculated that a rapid Russian victory could "knock out any desire to tangle with it." The report did not include independent verification of that view.
NATO has responded to recent incidents near alliance territory. After a Russian aerial bombardment in July, Polish police found debris from an unidentified object that disappeared from radar in Polish airspace [7]. Poland and Romania have also scrambled fighter jets as Russian strikes approached NATO airspace [8].
Mikhailov's assessment frames the current campaign against Ukraine's Danube ports as an effort to sever supply lines that depend on fixed infrastructure. Historical accounts of strategic bombing in World War II describe similar efforts to disrupt enemy logistics through attacks on communications centers [9].
According to the analyst, the remaining supply corridor runs through Poland, and he did not rule out further operations aimed at closing it. Whether such strikes occur depends on battlefield developments and on the course of the conflict, the report said.