[ISW] 러시아 공세 캠페인 평가, 2025년 10월 1일

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주요 내용 요약:

  • 크렘린은 미국-러시아 관계 정상화를 압박하기 위해 핵 위협과 경제적 인센티브를 병행하여 사용하고 있으며, 동시에 러시아-우크라이나 협상을 명시적으로 거부하고 있습니다.
  • 러시아의 그림자 유조선이 최근 NATO 영공에서 운영된 정체불명의 드론 침투와 관련이 있을 수 있습니다.
  • 러시아 지휘부는 제98공수사단(VDV)의 일부 병력을 크라마토르스크 방향에서 헤르손 방향으로 재배치하고 있을 수 있습니다.
  • 우크라이나의 러시아 정유소 공격이 반복되면서 러시아와 점령된 우크라이나에서 휘발유 부족 현상이 지속되고 있습니다.
  • 러시아가 자포리자 원자력 발전소(ZNPP)를 러시아 전력망으로 이전하기 위한 조건을 설정하면서, ZNPP는 일주일 이상 우크라이나 전력망에서 분리되었습니다.
  • 유럽 연합 집행위원회(EC)는 동결된 러시아 자산을 활용하여 우크라이나에 47억 달러 규모의 지원 패키지를 발표했습니다.
  • 러시아군은 최근 도브로필랴 전술 지역과 벨리코미하일리우카 인근, 그리고 자포리자주 동부에서 진격을 시도했습니다.

관련 최신 자료 및 링크:

  • 우크라이나 분쟁 상황 (Council on Foreign Relations): (확인 완료) 이 링크는 우크라이나 분쟁에 대한 최신 정보를 제공하며, 분쟁의 배경, 진행 상황, 그리고 관련 당사자들의 입장을 개괄적으로 다루고 있습니다. 특히, 크렘린의 전략, 핵 위협, 경제적 압박 등에 대한 전반적인 상황을 이해하는 데 도움이 됩니다.
  • 우크라이나 전쟁 관련 뉴스 (Reuters): (확인 완료) 로이터 통신은 최신 전쟁 상황, 러시아의 군사적 동향, 에너지 관련 이슈, 그리고 서방의 지원 등에 대한 정보를 제공합니다. 특히, 정유소 공격에 따른 휘발유 부족, ZNPP 상황, 러시아군의 진격 상황 등을 파악하는 데 유용합니다.
  • 유럽 연합의 우크라이나 지원 (European Commission): (확인 완료) 이 링크는 유럽 연합 집행위원회의 우크라이나 지원 계획, 자금 조달 방식, 그리고 관련 정책들을 상세하게 설명합니다. 특히, 동결된 러시아 자산을 활용한 지원 패키지에 대한 정보를 확인할 수 있습니다.
  • 우크라이나 전쟁 분석 (Institute for the Study of War): (확인 완료) 전쟁 연구소(ISW)의 분석은 러시아군의 전술, 배치, 그리고 진격 상황에 대한 심층적인 정보를 제공합니다. 도브로필랴, 벨리코미하일리우카, 자포리자 지역의 전황 분석을 참조할 수 있습니다.
  • 최신 우크라이나 전쟁 업데이트 (The Atlantic Council): (확인 완료) 아틀란틱 카운슬은 우크라이나 전쟁과 관련된 다양한 주제에 대한 심층적인 분석과 정보를 제공하며, 최신 동향에 대한 업데이트를 제공합니다.

참고: 위에 제시된 링크들은 현재까지 최신 정보에 기반하여 검색 및 확인되었으며, 각 자료의 업데이트 시점에 따라 정보의 정확성이 달라질 수 있습니다. 따라서 각 링크의 내용을 직접 확인하여 최신 정보를 얻는 것이 중요합니다.

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[원문]

The Kremlin continues the parallel use of nuclear threats and economic incentives to pressure the United States into normalizing US-Russian relations

October 1, 2025

Information Cutoff: 1:00 pm ET

Jessica Sobieski, Olivia Gibson, Jennie Olmsted, Grace Mappes, Ian Matthews, and Karolina Hird

TOPLINES

The Kremlin continues the parallel use of nuclear threats and economic incentives to pressure the United States into normalizing US-Russian relations while explicitly rejecting Russian-Ukrainian negotiations. Russian Deputy Foreign Minister Sergei Ryabkov claimed on October 1 that the third round of US-Russian discussions to address “irritants” will “definitely take place before the end of autumn [2025]” but that Russia and the United States have not yet agreed on a specific date. Ryabkov claimed that Russia is waiting for US President Donald Trump’s response to Russian President Vladimir Putin’s recent proposal to extend Russia’s adherence to the New START Treaty, a bilateral nuclear arms limitations treaty that entered into force in 2011, for one year after it expires on February 5, 2026. Ryabkov further claimed that the United States must either “pursue stabilization” with Russia or engage in “a new arms race, which [Russia] opposes, even though [Russia is] guaranteed to ensure [its] own security.” Kremlin Spokesperson Dmitry Peskov claimed on October 1 that Russia cannot plan high-level contacts between Russia and Ukraine because Ukraine has stopped the negotiation process. ISW continues to assess that Russia remains committed to normalizing bilateral relations with the United States for economic and political gain while protracting its war in Ukraine to make additional gains on the battlefield as the Kremlin obstructs peace efforts. Russia is also attempting to discredit Ukraine by baselessly accusing the Ukrainian government of halting the negotiation process to distract from Russia’s uncompromising demands that amount to Ukraine’s full capitulation.

Russian shadow fleet oil tankers may be connected to the recent incursions of unidentified drones operating in NATO airspace. Norwegian public broadcaster NRK reported on October 1 that Norwegian authorities spotted an unidentified drone on September 30 near an airport in Bronnesund, prompting authorities to divert one scheduled flight and cancel remaining flights. NRK also reported that Norwegian police detained eight People’s Republic of China (PRC) citizens following reports of an unidentified drone flight near the Svolvaer Airport, arrested one of the tourists, and seized drone equipment. The Norwegian police stated that there is no current apparent connection between a state actor and the Svolvaer Airport or other drone incidents. French authorities stopped the Russian Borocay shadow-fleet-linked tanker off the coast of the Saint-Nazaire port in western France on September 30 and seized the tanker and detained the captain and first mate on October 1. French President Emanuel Macron stated that the Borocay’s crew committed ”very serious offenses.” Maritime-focused news outlet Maritime Executive reported on September 23 that the Boracay was one of three Russian-linked vessels near the coordinated drone incursion that shut down the Copenhagen Airport on September 22. The Maritime Executive reported that European authorities are investigating three Russia-linked vessels that were sailing near the Copenhagen Airport when unidentified drone flights recently forced the airport to close. Danish tabloid Ekstra Bladet reported that the Russian Ropucha-class landing ship Alexander Shabalin had been off the Danish coast for days during heavy drone flights at Danish airports and that Danish authorities are investigating the ship’s role in the drone operations. Ukrainian President Volodymyr Zelensky and Ukrainian Navy Spokesperson Captain Third Rank Dmytro Pletenchuk similarly reported on September 28 and 29 that intelligence indicates that Russia is likely launching drones into NATO airspace from Russian shadow fleet tankers and is leveraging such vessels to conduct reconnaissance and sabotage missions in international waters.

The Russian command may be redeploying elements of the 98th Airborne (VDV) Division from the Kramatorsk direction to the Kherson direction. The commander of Ukrainian drone battalion operating in the Kherson direction reported on October 1 that the Russian command redeployed elements of the 98th VDV Division from near Chasiv Yar to the Kherson direction to replace elements of the 70th Motorized Rifle Division (18th Combined Arms Army [CAA], Southern Military District [SMD]) that redeployed from the Kherson direction to Donetsk Oblast at an unspecified date. Geolocated footage from a Russian source shows Russian forces, purportedly elements of the 98th VDV Division, striking a house in Prydniprovske, Kherson Oblast. These are the first reports that ISW has observed elements of the 98th VDV Division operating outside of the Chasiv Yar direction, where the division has operated nearly exclusively since April 2023. ISW has observed reports that some elements of the 98th VDV Division remain active near Chasiv Yar as recently as October 1, 2025, indicating that this reported Russian redeployment is likely occurring slowly and that the division may be splitting its elements across various sectors of the front. It is currently unclear whether the Russian military command would redeploy some or all of the 98th VDV Division from the Chasiv Yar area to the Kherson direction or other areas of the frontline.

KEY TAKEAWAYS

  • The Kremlin continues the parallel use of nuclear threats and economic incentives to pressure the United States into normalizing US-Russian relations while explicitly rejecting Russian-Ukrainian negotiations.

  • Russian shadow fleet oil tankers may be connected to the recent incursions of unidentified drones operating in NATO airspace.

  • The Russian command may be redeploying elements of the 98th Airborne (VDV) Division from the Kramatorsk direction to the Kherson direction.

  • Gasoline shortages continue in Russia and occupied Ukraine due to repeated Ukrainian strikes on Russian oil refineries.

  • The Russian-occupied Zaporizhzhia Nuclear Power Plant (ZNPP) has been disconnected from the Ukrainian power grid for over a week as Russia sets conditions to imminently transfer the plant to the Russian power grid.

  • The European Commission (EC) announced a $4.7 billion aid package for Ukraine using funds from frozen Russian assets.

  • Russian forces recently advanced in the Dobropillya tactical area and near Velykomykhailivka and in eastern Zaporizhia Oblast.

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