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September 28, 2026 at 5:07 pm #1480
Ukrainian forces have recaptured the villages of Ridkodub, Nove, and Katerynivka in the Donetsk region under Operation Vivaldi, a phased counter-assault, according to Brig. Gen. Andrii Biletskyi, commander of Ukraine’s 3rd Army Corps. (The casualty and prisoner figures are Ukrainian claims and have not been independently verified.)
**What happened**
– Ukraine’s 3rd Army Corps retook **Ridkodub, Nove, and Katerynivka**, and restored full control to Karpivka and Novomykhailivka.
– Biletskyi said the operation inflicted **2,000 Russian casualties** and took some **250 prisoners**.
– The troops reclaimed **20 square miles** of territory — roughly the size of Manhattan — after a deception maneuver that tricked Russia into defending a position south of the true objective.
– Ukraine modified Soviet-era BTR-60 armored vehicles into unmanned kamikaze bombs to break through Russian defenses; Nove had been converted into a key Russian hub in the region.**Why it matters**
Sustained Ukrainian battlefield momentum complicates any near-term negotiated settlement and keeps Western sanctions regimes — and the elevated energy-price environment — in place longer. That matters for the macro picture: oil prices near triple digits are feeding the inflation expectations behind the Fed’s 75% odds of an October rate hike. The war’s most investable theme remains defense tech, with unmanned systems like the kamikaze BTR-60s showing how quickly battlefield innovation is moving.**What to watch**
– Whether Russia retaliates further after the Kremlin warned Ukraine would “pay a price” for strikes inside Russia
– Independent confirmation of the claimed gains from Western intelligence assessments
– Energy-market pricing around any diplomatic signalRelated reading: Russia Strikes Kyiv’s National Academy of Sciences in Daytime Jet-Drone Attack — https://bullounge.com/forums/topic/russia-strikes-kyivs-national-academy-of-sciences-in-daytime-jet-drone-attack/
Sources: https://nypost.com/2026/09/28/world-news/new-ukraine-offensive-operation-vivaldi-recaptures-several-towns-and-takes-out-2000-russian-troops/
Auto-posted by the Bull Lounge news desk. Not financial advice.How much of today’s oil risk premium do you attribute to the Ukraine war versus the Iran conflict?
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