Welcome to State of Play — Decoding the Global Chessboard. 0:00 intro 1:16 Putin Fears Death Is Coming After His War Criminals Are Being Eliminated in Large Numbers. Ukrainian Advances Near Pokrovsk, Crimea Fuel Crisis.
5:43 These Numbers Are So Brutal, Russia Will Not Recover For 100 Years! Financial Crisis Spreading, 35 Thousand Soldiers Dying Each Month.
10:43 Sea of Azov Turns into a Sea of Fire! NATO Deploys Fighter Jets, Ukraine Escalates Strikes on Russian Maritime Supply Lines. Is Beijing Cutting Ties with Putin?
14:11 US Launches Prolonged Airstrikes on Iran, Reimposes Hormuz Blockade. Trump Vows to Destroy Key Facilities and Regime Change in Iran.
18:53 China-Russia Plans to Attack Musk’s Starlink.
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Video Summary
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Russia is experiencing a systemic collapse across its military, financial, and logistical sectors. While Ukrainian forces utilize drone superiority to reclaim territory and cripple Crimean supplies, Russia faces severe manpower losses and economic deficits. Simultaneously, global tensions are rising with a U.S.-Iran military escalation and joint Sino-Russian efforts to neutralize Starlink.
Vladimir Putin is watching his war collapse on every front.
Russian forces are losing ground near Pokrovsk,
Ukrainian drones dominate the battlefield,
and soldiers tied to the Bushehr massacre
are being hunted down even far behind the front lines.
Crimea is running out of fuel,
hundreds of supply vehicles have been destroyed,
and Moscow is losing roughly 35,000 soldiers every month.
Now state banks are cutting workers,
and the Kremlin's war budget
is drowning in a massive financial black hole.
The numbers are so catastrophic
that even if Putin's regime collapses,
Russia would still take nearly 100 years to recover.
Meanwhile, the final battle between Washington and Tehran may have begun.
U.S. forces are pounding Iran for hours,
blockading the Strait of Hormuz
and preparing to destroy a mountain fortress
buried more than 600 meters underground.
In response, Iran abandoning negotiations in favor of full retaliation.
With 50,000 American troops, carrier groups, warships,
and hundreds of aircraft ready for combat,
President Trump is no longer speaking only about military targets.
He is preparing America
for the possible destruction of Iran's regime itself.
Both crises are now approaching a breaking point
which could transform the global balance of power.
Putin fears death is coming after his war.
Criminals are being eliminated in large numbers.
Ukrainian advances near Pokrovsk, Crimea fuel crisis.
On the front lines,
Russian forces are losing ground in the Pokrovsk direction,
a key logistics hub Putin had promised would fall by winter 2025.
Ukrainian troops have reclaimed territory near Novopavlovsk
and other settlements advancing through areas
where Russian units are now conducting defensive operations.
Even Russian military analysts are saying the situation has become farcical.
One prominent commentator noted that for every Russian soldier
there are now 20, 30 or even 70 Ukrainian drones.
Putin himself had to admit publicly
that Ukraine is hitting targets inside Russia more easily
thanks to Western supply drones and technology.
He did not praise Ukrainian skill.
He blamed the West and said Russia must strengthen its defenses.
Ukraine is also delivering justice behind the lines.
Just recently,
Ukrainian forces struck a Russian training area used by units
including elements tied to the 64th Separate Guards Motor Rifle Brigade,
the formation linked by international investigators
to the Bukha massacre in March 2022.
In Bukha, Russian troops killed hundreds of civilians.
Some shot in the back while trying to flee others buried in mass graves.
The strike killed and wounded dozens of Russian personnel.
For four years, Ukraine has quietly tracked and targeted
individual war criminals from that campaign.
This latest hit adds another name to the list of those
who thought they were safe back in Russia.
Inside Russia itself,
ordinary people are openly mocking Putin's leadership.
A joke circulating on Russian social media captures the mood.
Putin visits a school and boasts that Russia is the greatest country in the world.
A student named Shasha stands up and asks two questions.
Why did Russia invade Ukraine?
And why have we not won yet?
The lunch bell rings before Putin can answer.
After the break,
another student named Boris stands up and asks four questions,
the same two about the war,
plus why the lunch bell rang 20 minutes early and where Shasha went.
The joke spreads because it reflects what many Russians now see.
Clearly, Putin started a war he cannot finish.
And the excuses are running out.
The pressure is worst in Crimea,
the prize Putin used in 2014 to rescue his popularity
after amending the constitution.
Ukraine has launched what it calls a logistical siege.
In less than a week,
Ukrainian forces destroyed more than 500 Russian vehicles
carrying fuel ammunition and supplies across the land bridge to the peninsula.
Fuel shortages on Crimea are now severe.
Russians posting on social media warn travelers
that you can drive onto the peninsula with a full tank
but may not be able to drive off
because gas stations have long lines and limited supply.
The same shortages are spreading to rural regions inside Russia proper.
Russian newspapers report restrictions on fuel sales in multiple regions,
while the Kremlin and state media insist everything is fine and the market is saturated.
Even imprisoned former commander Igor Gorkin
has called the strategy a slow but steady march toward disastrous defeat.
Putin's options are narrowing.
Frontline losses continue.
War criminals are being picked off.
Crimea is being isolated
and a Russian drone has now drawn blood inside NATO territory.
His public response has been denial mixed with threats.
NATO Secretary General Mark Rutte and the United States
quickly confirmed the drone was Russian
and reaffirmed that the alliance will defend every inch of allied territory
for a leader who built his power on restoring Russian strength.
The gap between the image and the reality on the ground is becoming impossible to hide.
The next moves he makes will show whether he believes he can still control the war
or whether he is preparing to widen it.
The combination of battlefield erosion fuel shortages
reaching into Crimea and deep into Russia,
targeted strikes on war crimes units,
and a stray drone inside NATO territory
leaves Putin with very little room to maneuver.
Ukraine has shown it can impose costs asymmetrically
without needing to match Russia tank for tank or plane for plane.
Whether Moscow's next move is to double down inside Ukraine
or to probe further at NATO's edges
will depend on how the Kremlin reads the alliance's willingness to absorb additional risk.
For now, the pressure on Putin is coming from every direction at once
and none of the available responses look easy.
These numbers are so brutal.
Russia will not recover for 100 years financial crisis
spreading 35,000 soldiers dying each month.
For the first time in modern Russian history,
the Kremlin is ordering layoffs at one of its own state banks.
Russia's state development bank VEB.RF
which manages pension savings for 38 million Russians
and ranks among the most protected employers in the country
will cut 15% of its workforce.
The bank's head Igor Shuvalov announced the reductions openly saying
the order came down from above to meet tighter budget targets for 2027.
This is not a minor trim.
It is the first visible sign that the Russian state
can no longer hide the financial damage from the war.
The math behind these cuts is brutal and getting worse.
Russia is losing more than a thousand soldiers a day in killed and wounded.
Finnish President Alexander Stubb put it plainly
Ukraine is eliminating about 35,000 Russian soldiers per month
while Russia cannot recruit as many as it loses.
In the first three months of 2026 Russian recruitment fell
20% compared with the same period last year
and the decline is accelerating.
Russia brings in roughly 30,000 new soldiers each month
but the gap between losses and gains keeps widening.
Commanders keep sending wave after wave of men into fortified Ukrainian positions
in what soldiers openly call meat assaults.
Many who signed up for big bonuses are not coming back.
The money that once lured recruits no longer works the same way.
At the start of the war a $20,000 signing bonus looked life-changing.
Now inflation has eaten the ruble the risk looks much higher
and Putin does not have enough cash to keep raising the offers.
A leaked letter from Russia's finance ministry first reported in February
showed the 2026 war budget already overshot
by at least $28 billion in the optimistic case.
If fighting continues at the current pace
that shortfall could double to $56 billion this year alone
with the same pattern expected in 2027 and 2028.
Western sanctions grind slowly.
Ukrainian drone strikes on refineries cut revenues immediately
by knocking out export capacity and creating domestic shortages.
Putin's response to the manpower and money problems has turned Soviet.
One of his economic advisors proposed that any student who receives a government scholarship
must work for the state for free for a set period.
Refuse and the student must repay three times the scholarship amount plus an extra penalty.
In normal countries public education pays society back through higher taxes over a lifetime.
This plan demands the labor up front and punishes anyone who says no.
It is conscription with extra steps the kind of policy governments reach for
only when they are out of better options.
While these pressures Mount Putin is throwing a party
he is hosting the St. Petersburg International Economic Forum his own version of Davos
after the real one stopped inviting Russia.
Instead of serious economists the guest list features Candace Owens,
Andrew Tate and his brother Tristan.
Russian war bloggers are not impressed.
One posted a raw rant aimed straight at the forum.
The economy is collapsing.
People are getting poorer.
Everything is shutting down and the only things left to sell are oil gas and timber.
What kind of economy are you even gathered there to talk about?
He asked.
We need reforms.
It's over.
Ukraine delivered the most perfectly timed answer.
Hours before the forum opened Ukrainian drones struck oil terminals
and a naval base near St. Petersburg.
Black smoke rose over the city while foreign guests arrived.
Russia had just launched one of its largest aerial assaults of the war
hitting cities across Ukraine and killing 23 people in Kyiv including two children.
Ukraine struck back at the economic showcase itself
targeting the oil infrastructure that funds the war rather than civilian areas.
Russian air defenses around Putin's hometown failed to stop the drones.
Now regions across Russia are forming their own volunteer anti-drone units
and big businesses are being allowed to buy heavy weapons for self-defense.
Private companies arming themselves because the state cannot protect key sites is a new low.
Through every previous crisis in the last 25 years,
one thing in Russia stayed reliably cheap vodka.
That last constant is breaking.
Prices have jumped more than 12% since the start of 2026 and nearly 15% year on year.
For ordinary Russians watching pensions threatened by bank layoffs,
sons and husbands disappearing into meat assaults,
and even the price of forgetting going up the message is clear.
The war is not only failing to deliver victory.
It is eating the country from the inside and the Kremlin's answer so far is more forced labor ideas,
more parties for foreign influencers,
and more silence on the numbers that keep getting worse.
Sea of Azov turns into a sea of fire.
NATO deploys fighter jets Ukraine.
Escalate strikes on Russian maritime supply lines.
Is Beijing cutting ties with Putin?
Ukraine has claimed it is continuously increasing the intensity of its strikes
on Russian maritime supply lines.
On July 13, Ukrainian forces stated that their drone units launched a
large-scale attack in the Azov Sea in the early morning hours,
targeting 15 Russian vessels, including tankers, cargo ships, ferries, and tugboats.
They also struck the Kerch Bridge and multiple military targets in Crimea,
claiming to have hit a Russian S-400 Triumf air defense missile launcher,
a Tor air defense system, and two radar stations.
An oil depot in Russia's Stavropol Krai also reportedly exploded and caught fire.
Ukrainian drone forces stated on July 14 that Ukrainian forces had hit 116 Russian
vessels in the Azov Sea over the past nine days, including multiple tankers and cargo ships.
The goal of this operation is to strike Russia's Shadow Fleet
and restrict fuel supplies to Moscow-controlled Crimea.
In response, Russia's Ministry of Agriculture stated on July 14 that
it is seeking alternative shipping routes and may restrict maritime traffic in the Azov Sea.
As Ukrainian forces continue to intensify,
their offensive military friction between Russia and NATO has risen simultaneously.
Polish Defense Minister Kosiniak-Kamysh stated that two Polish fighter jets intercepted a
reconnaissance aircraft over international waters in the Baltic Sea on July 14.
He pointed out that this was the first time in a period that Russia had attempted to approach
Poland's maritime border with the aim of probing the country's air defense systems.
He further noted that this interception incident shows Russia is continuing to wage
hybrid warfare, conducting reconnaissance activities,
and harboring hostility toward all NATO member states.
While military pressure is increasing, Putin has also attempted to seek more support through
diplomacy. However, the latest information shows that China is no longer buying into this.
The Wall Street Journal has disclosed for the first time that China is now preparing
for Putin's downfall, actively courting officials and elites who may influence the post-Putin era.
Moscow has also discovered that Chinese intelligence activities targeting
mid-level Russian government officials are increasing.
But the Kremlin does not dare to confront Beijing directly
for fear of damaging relations on both sides.
The Wall Street Journal also revealed that Russian President Putin made a high-profile
visit to Beijing in May this year, attempting to strongly advance the long-delayed
Power of Siberia II natural gas pipeline project.
However, China took a hardline stance at the negotiating table,
demanding that gas supplied by Russia must be priced at Chinese domestic levels.
This was equivalent to forcing Moscow to sell natural gas at prices far below market rates.
Russia could not accept this condition, leading to the collapse of the negotiations.
The Wall Street Journal believes that the setback in this natural gas cooperation negotiation
reflects a clear imbalance in the China-Russia power structure.
The Hill report cited political scientist Alexander Motil's view
that China's desired outcome is neither a Russian victory nor a Russian defeat,
but rather a weakened Russia that will continue to rely increasingly on Beijing
while continuing to divert America's attention.
U.S. launches prolonged airstrikes on Iran reimposes Hormuz blockade.
Trump vows to destroy key facilities and regime change in Iran.
In the early hours of July 13, U.S. forces carried out a five-hour-long airstrike campaign
against Iran targeting coastal defense systems,
missile positions, and drone facilities across multiple locations.
On the afternoon of July 14, U.S. forces punctually imposed a blockade on the Strait of Hormuz.
U.S. Central Command also issued a statement confirming that the 50,000 American troops
stationed in the Middle East remain on combat readiness.
At the same time, Iranian airstrikes on Kuwait caused military casualties.
The space for U.S.-Iran negotiations has now been compressed to nearly zero,
and Trump appears to have made up his mind to resolve the Iran issue once and for all.
President Trump revealed that his new strike target is Iran's Good Mountain.
In his own words, U.S. forces would continue striking Iran hard on Monday night and Tuesday.
America would destroy Iran's Good Mountain and tell the Iranian people to prepare.
The Good Mountain is located near Iran's heavily damaged Natanz enrichment facility.
This is a highly fortified site featuring two deep underground tunnel complexes
buried approximately 610 meters beneath a granite layer.
Reliable information indicates that these tunnels house enrichment facilities and oil storage.
Experts assess that even the most powerful bunker-busting weapons
in the U.S. arsenal would struggle to reach these facilities.
On the Iranian side, on July 14, Iran continued launching attacks against Bahrain and Kuwait,
even firing a missile carrying a rapid warhead at Bahrain,
and beginning targeted strikes against Kuwaiti naval warships.
Just hours earlier, Iran attacked a Kuwaiti warship,
injuring four sailors and reportedly sinking the vessel.
This marks a dangerous escalation.
In addition, approximately 180 Iranian MPs demanded the complete termination
of all future negotiations, calling for revenge and a full counterattack against U.S. actions.
Iran's parliament also plans to permanently enshrine control of the Strait of Hormuz
into law and fully support Iran's armed forces.
In response, Trump previewed that U.S. forces would reimpose the blockade on the Strait of Hormuz.
U.S. Central Command stated that more than 20 U.S. naval ships and hundreds of military aircraft
are currently operating in the Middle East ready to act at any moment.
Iranian authorities on Kish Island reported that U.S. forces struck near the island's
main water and power complex, potentially causing widespread blackouts across the area.
Seven missiles had already hit the island that morning,
notably in the hours before the U.S. reimposed the Hormuz blockade.
U.S. forces released a video showing fighter jets taking off from the USS George H.W. Bush
aircraft carrier. The carrier, which carries more than 60 military aircraft,
had previously participated in the first two-month maritime blockade from April to June.
The IRGC also issued a warning that if America's evil actions continue,
not a single drop of oil or natural gas will leave the region,
and the opening of the Strait of Hormuz will be further delayed.
Meanwhile, President Trump met with the Iraqi president at the White House
and again previewed that on Thursday night, July 16,
he would deliver a major address to the entire American people.
Observers expect Trump to explain the situation regarding strikes on Iran and
suggest that regime change in Iran may now be inevitable.
During the meeting, Trump also explained why he wanted to charge passage fees for the Strait
and heavily previewed that Iran and Hezbollah may be included
in the Russia sanctions bill currently under U.S. review.
In his Tuesday noon meeting at the White House with visiting Iraqi Prime Minister al-Zaidi Trump,
held bilateral talks focusing on energy investment and the dismantling of Iran-backed militia groups.
When asked whether given Iran's recent behavior,
he regretted previously lifting the maritime blockade on Iran or granting sanctions exemptions,
Trump denied it. He said he had given them a chance
and wanted to give them a chance to make a deal.
There was an agreement that had been completed two days earlier, but suddenly they could not do it.
They did not like the agreement and could not fulfill it.
Then they fired first. That was a huge mistake.
They fired first because America had been striking them.
They are very difficult people.
Trump also stated that he believes the Russia sanctions bill currently under congressional
review may include Iran and Lebanese Hezbollah in the sanction scope.
He said they are seriously considering it because it would be an honor for Lindsey Graham.
It was his thing and something he wanted more than anything else.
China-Russia plans to attack Musk's Starlink
The Kyiv Post in Ukraine recently exposed a deeply leaked file.
The content of the file is a military briefing from inside the Chinese Communist Party.
This briefing disclosed that China and Russia, within the framework of military-technical
cooperation, had discussed countermeasures and attack plans against SpaceX's Starlink
satellite communication system.
On Musk's side, however, there has been another major breakthrough.
Why do China and Russia attach so much importance to Starlink?
Because Starlink today is no longer just about providing civilian internet.
The Russia-Ukraine war over the past few years has shown the world
Starlink's critical role in modern warfare.
It can not only enhance high-speed communications,
but also maintain troop connectivity, intelligence transmission,
and battlefield command even when traditional communication systems or GPS are jammed.
Therefore, Starlink has long become an important strategic asset for the United States and its
allies.
The leaked file revealed that China and Russia discussed three main categories of countermeasures
against Starlink's first physical strikes,
second, electromagnetic interference,
and third, cyberattacks, all aimed at paralyzing Starlink's communication system.
The file disclosed that China and Russia plan to use diplomacy
and international rules to restrict Starlink's development.
For example, China and Russia could build a tighter security alliance and,
through diplomatic channels and international governance mechanisms,
exert pressure on SpaceX and the U.S. government.
American experts also pointed out that if the content is authentic,
it also shows that China-Russia military cooperation has gone far beyond the level
of public military exercises and has further extended into military technical fields,
such as space electronic warfare and satellite communications.
However, outside observers believe that even if China and Russia join forces,
they may still be unable to suppress Musk's Starlink.
Recently, SpaceX officially submitted an application to the U.S. Federal Communications
Commission requesting future approval to launch 100,000 third-generation Starlink satellites.
It is worth noting that this number reaches as high as 100,000.
What scale is this?
Currently, there are only about 10,000 active satellites in orbit worldwide.
If all 100,000 are deployed, Starlink satellites alone
would exceed the total number of active satellites globally by several times.
The application document also mentioned that the third-generation Starlink will
operate in ultra-low Earth orbit at approximately 320 to 470 kilometers above the Earth,
much lower than current Starlink satellites.
This will result in lower latency and higher speed.
In the future, it will not only serve billions of users worldwide,
but Musk's third-generation Starlink may also become an important communication
infrastructure connecting hundreds of billions of AI devices.
People often joke that Musk is from Mars.
Do you think China and Russia joining forces can kill off the Martian Starlink?
We value your perspective. Let us know your thoughts in the comments.
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