The Daily - Inside Putin’s Plan to Cripple Ukraine This Winter

Episode Date: October 19, 2026

President Trump said he was making an energy deal with President Vladimir V. Putin of Russia and waiving new sanctions on Moscow. Now, he’s feuding with Ukraine’s leader, Volodymyr Zelensky.Russia is taking advantage of the moment by relentlessly striking Kyiv, killing civilians and cutting off power for more than a million people.Constant Méheut, who is covering the war for The New York Times, explains why Mr. Putin appears so confident that Russia can bomb Ukraine into submission.Guest: Constant Méheut, a correspondent covering the war in Ukraine for The New York Times.Background reading: Analysis: Why Russia sees a window to bomb Ukraine into submission.Mr. Zelensky says Mr. Trump risks a “historic mistake” if he backs Russia.Photo: Evgeniy Maloletka/Associated Press For more information on today’s episode, visit nytimes.com/thedaily. Transcripts of each episode will be made available by the next workday. Subscribe today at nytimes.com/podcasts or on Apple Podcasts, Spotify and Amazon Music. You can also subscribe via your favorite podcast app here https://www.nytimes.com/activate-access/audio?source=podcatcher. For more podcasts and narrated articles, download The New York Times app at nytimes.com/app. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

From the New York Times, I'm Natalie Ketrow-F. This is the Daily. The last week in Ukraine has been one of the most dire stretches the countries lived through in more than four years of war. After making an energy deal with Vladimir Putin, President Trump waived new sanctions on Russia and is now openly feuding with Ukraine's leader. Russia is taking advantage of the moment by relentlessly striking Kiev, killing civilians and cutting off power for more than a million people. Today, my colleague, Constantmeu, on how the U.S.-Ukraine relationship took a turn for the worse

and why Putin is now so confident that Russia can bomb Ukraine into submission this winter. It's Monday, October 19th. Constant, thank you for being here. It's wonderful to have you. Thank you for having me. So last week on the show, we talked about this deal that was struck, between President Trump and President Vladimir Putin of Russia for the U.S. to buy billions of dollars in diesel from Russia.

And we started to think about how that deal might affect the war in Ukraine. It seems as though we have started to see impacts almost immediately in the form of, on the one hand, the rift between President Trump and President Zelensky of Ukraine widening in public and Russia pounding Ukraine more and more aggressively. You're on the ground in Ukraine. So can you just orient us? Well, it's probably been one of the worst wicks in the Ukraine-U.S.

relationships since the war began more than four years ago. Since Trump announced that diesel deal, the public exchange between him and Zelensky has really turned hot. Zelensky could have settled this war many times, many, many times. Trump has come out publicly and blamed Zelensky for the current state of the war. And we told him, do whatever you want, but don't hit the diesel fuel. He blamed him for the diesel crisis. And what does he do?

He goes and hits the diesel fuel. And he said that Ukrainians should vote him out of office. And I think it's time for Ukraine to get a new president. Zelensky at first tried to, maintain some semblance of calm. It's a big aggressor, Russia. Only unity can stop them. And of course, United States and Europe can do it.

Of course, I'm sure. I'm sure I said to the president, we can do it very quickly. But then soon enough, he said that Trump actually prefers to strike business deals with Moscow, that he has an affinity for autocrats, and that he felt betrayed. Do you feel betrayed by what has been

happening? Really, yes, really between us. So pretty strong words. And those strong words come right at the time when Russia is actually expanding its bombing campaign on Ukraine, sending salvos of missiles and drones every other night, and using that moment to just pressure Ukraine even more into submission. And as far as I understand it, these have been some of the most severe bombing campaigns in the entire war. Right. Russia is sending dozens of missiles, hundreds of drones in a single attack overnight. They're also targeting Ukraine during the day with plenty of drones. And in terms of civilian death, just in the first week of October, they were more than 100 civilians killed in Ukraine.

This is a level of civilian casualties that is among the highest. that we've seen since the very first month of the war. So with all this escalation, it sounds like really just in the past week, we are seeing this war hitting Ukrainian cities and civilians on a scale that we haven't seen in a long time. Yeah, well, for years, you didn't really feel the war that much in cities away from the front. Just take Kiev where I leave.

I arrived there about three years ago. And sure, there were occasional attacks, but it was nothing like what we're saying today. And the real problems were hundreds of miles away at the front, where Ukrainian forces were losing ground to the Russians slowly, but steadily. And now it's almost the complete opposite. Things are actually going pretty well for Ukraine at the front because they've managed to stop the Russian advances. in some cases the Ukrainian forces or even launching successful counterattacks. But further back, behind the front in cities like Kiev or Dessa, things have become way more dangerous because of those Russian bombardments.

Talk to me about that shift. When did this reversal that you're describing actually begin to take shape? It really began this past summer. So what you have to understand, Natalie, is that Russia has two men, ways of attacking Ukraine with ballistic missiles and with drones. And Ukraine began having a real problem in defending against both the missiles and the drones. The missiles, it has essentially only one reliable way of defending against them. Those are the U.S.-made Patriot Air Defense systems that are supplied by the U.S., by Western allies, but they're really in short-supply.

at the moment because they're also needed elsewhere, especially because of the war in Iran. And so Ukraine was pushed to the back of the queue. Right. And these Patriot Interceptors, this is like the only way to defend against a missile attack like this for Ukraine. So suddenly the entire country becomes very vulnerable. Correct. And you can see it here from the ground by just hearing a lot more explosions at night, which is a sign that they're running short of interceptors. That means, huge jump in civil and death, far from the front in cities, including Kiev and others, that are hundreds of miles from the front. This is something we didn't see before. You also have attacks on warehouses, on companies, on ports, on ships that are destroying the Ukrainian economy

and that are way more efficient at doing so than in the past. Do you have a sense of how many of those ballistic missiles are actually getting through? Yeah, at the beginning of the year, Ukraine was intercepting from 30 to 40% of the ballistic missiles. And that gave you a sense of safety. Not great, but safer than nothing. Now, Ukraine is intercepting about 10% at best. And some nights, they're not even intercepting any of them. Well. On top of this, you have the issue of the drones. So Ukraine used to be really good at shooting down the traditional. additional drones that Russia was sending, they would use a range of different weapons, mashing guns, helicopters, short-range rockets. But then Russia, over the summer, introduced a new class of

drones, which are called the jet power drones. Now, just to explain what this is about. Yes, please do. What is a jet-powered drone? So up until now, Russia was using drones that were propeller-driven. you know, the same way that you'd have like some sort of an old plane that's powered by propellers. Those new drones, they have jet engines, right? Like the ones that you'll find on a plane today. So just so I'm clear, you literally mean that the drones had like propellers that moved like the way you would see on an old timey airplane and that the new ones have jet engines. Exactly.

Some experts essentially say that those jet power drones are like small cruise missiles, right? Like they can fly at about 370 miles per hour, and that is roughly three times faster than the older drones. Wow. Now, the issue for Ukraine is that the new jet power drones are just faster and incredibly hard to shoot down. And so Ukraine today is trying to come up with a new type of intersection. a drone, AI guided, also jet-powered. But these things take a long time to develop, and that technology isn't ready yet. Basically, you're describing a situation in which Ukraine has very little ability to defend against either missiles or drones and is left extremely vulnerable.

I assume you can feel that on the ground just being there, right? Yes, and it feels terrifying. For residents of Kiev, like me, like my New York Times colleagues here as well, that means hearing Irred alerts going off pretty much all the time, sometimes 10 hours, 15 hours a day, which other time also takes a toll on you. You're on edge. You're wondering whether you should run to a shelter every time that there's an Irrit alert. And for some people, whether you're also just going to be the next person killed in one of these attacks. If you're on the the street of Kyiv during the day you might actually hear the jet power drones flying over you.

They sound like a bit like a plane, but you cannot see them. Wow. And so you're looking up the sky, trying to understand where it is, which, to be honest, is probably not very useful because they fly so fast that if they're coming towards you, you won't really have any time to realize it. And more and more people are spending their nights in shelters in subway stations to avoid being struck by those missiles. and when they emerge from those shelters and those subway stations early in the morning, what they see is just the scenes of devastation, really, plumes of smoke rising into the sky as buildings and factories have been struck. They see on their telephones, pictures of dead bodies in courtyards. It's really a terrifying new reality in Kiev and in other cities.

Yeah, it sounds completely horrifying. And for the Russians, what do you? What do we know about how they're thinking about the long-term strategy behind all of this bombing that's been targeting civilian infrastructure? Well, we got more insights into this a couple of weeks ago when Ukraine got its ends on a Russian war plan, which it shared to its European partners, and we obtained a copy of this plan. And the plan lays out very clearly how Russia wants to take this to the next level during the winter. Russia wants to make life miserable for the civilians. They want to strike thermal power plants, electricity substations, hydroelectric plants, boiler houses, you name it. They want to use all kinds of weapons that they have in their arsenal to do that.

The missiles, especially the ballistic missiles that Ukraine cannot intercept, the jet power drones, and some guided bombs that have had devastating effects on cities. And do they say the Russians in these plans, what the goal of that would be? Are they explicit about it? They do. They highlight three major cities in Ukraine, Kiev, Kharkiv in the East and Odessa in the South, that are homes to millions of people altogether.

And they want to cut off electricity supplies for those cities by 90%. Wow. Reduce heating supplies by up to 90% and severely disrupt the water distribution and sewage system in those cities. in those cities. And remember that this comes at a time when the harsh Ukrainian winter is about to begin. So if they're successful, it could create a terrible humanitarian crisis. Essentially, bombing Ukraine into a position of potentially needing to surrender, you're saying. Exactly. Forcing people to ask their own government to end the war now. is a real opportunity now because as all of this campaign is happening, they see the deterioration

of the Trump-Selensky relation, which Ukraine knows makes them really vulnerable at the moment. We'll be right back. Okay, Consant, explain how Ukraine sees this worsening relationship with the U.S. and with President Trump as creating new vulnerabilities right now. Well, there are a couple of vulnerabilities related to the U.S. that Ukraine is really worried about at the moment. The first one is satellite internet access from Starlink, which is this network controlled by SpaceX, created by Elon Musk. Now, we all know Starlink as a regular internet provider for millions of people across the world, but there's also a version that is used by,

militaries, which is called Star Shield. And Ukraine has access to it through a contract with the Pentagon. And Ukraine uses Star Shield for all kinds of military operations across the front. We're talking about terminals that are mounted on cars for soldiers driving near the front, that are mounted on ground drones for logistical missions, or on flying drones whenever Ukraine is using them to attack and enemy position. So if you have connectivity dropping or simply getting disrupted, it really impacts operations across the entire front line. And do we have any indication that the U.S. deliberately pulled access to Sarshield? Well, the Ukrainian government clearly pointed the finger at Space 6, which is Elon Musk company, saying that it imposed restriction.

on the speed at which those terminals could be used. But then Elon Musk, on X, said that Star Shield is not under Spaceix control, but is under the US government's control, and that if anyone wanted to impose those restrictions, it would be the US government and specifically the President of the United States. Of course the message came from government. And then on Sunday, President Zelensky went on NBC and said, that the restrictions imposed on Star Shield were a message being sent by the U.S. government.

His opinion of our generals, of our government, and of course my also opinion, they see that it was the message from American government to limit this speed, and technically SpaceX did it. So he made it very clear that in his view, the U.S. government were behind the thundling of Star Shield. And what is the White House said? Well, President Trump came out and denied that the White House was behind the throttling of Star Shield, and he said that he didn't think it was Elon Musk either. So it remains unclear who is really responsible for this. But then beyond just Star Shield, there's another area that has Ukraine really concerned,

which is issues that they've been experiencing with early warnings about. ballistic missile attacks. Those early warnings, they come primarily from intelligence shared by the United States. That's because the U.S. is the only country that has enough satellites to truly see things in real time. If the intelligence coming from those satellites is not shared with the Ukrainians, that means that the Ukrainians cannot warn their population about an incoming ballistic or cruise missile. And that poses a huge issue also for their air defense capabilities, because it means they no longer have enough time to prepare their interceptors to shoot down the incoming missiles. And Ukraine is saying they are not receiving that kind of information,

which they were receiving before. Correct. For any kind of ballistic missile attack, Ukraine normally would receive intelligence from the U.S. that it's coming. But on two specific occasions, Ukraine said they did not receive intelligence about incoming ballistic missiles. Now, it could also be a technical issue that has happened in the past, but again, President Zelensky has been clear that he believes intelligence sharing was actually deliberately curtailed for a brief period. And what does the administration say about that? Well, the Trump administration completely denies this and says that the intelligence was still flowing to Ukraine. Now, from the perspective of people in Kiev, people like me living in the city, it was obviously very unusual what happened.

You know, usually Natalie, when you hear an air raid alert, even for a ballistic missile, you know that you have two, three minutes ahead of you, which you can use to go to a shelter if it's nearby or, in my case, I'd go to my bathroom to a core. But this time, I hear the air alert and I barely have time to process it that I'm already hearing the explosion, the impact of the ballistic missile. So that's... So scary. Really scary, but also really unusual. And I immediately wondered, oh, what's happening now? And what is the impact of these two things, kind of, you know, at a high level of Star Shield access, being shaky and of intelligence sharing?

they say lapsing? Well, first of all, I think we need to make something clear, which is that the lapses in intelligence sharing, or at least this is how the Ukrainians describe it, have happened only a couple of times. But the issues with Star Shield, they seem to be dragging on. Ukrainian officials, including Zelensky on Sunday, were reporting some disruptions to the drones that are used.

using Star Shield at the front. Clearly, the longer these disruptions continue, the harder it will be for the Ukrainian military. You know, you could have entire military operations being called off, and this will also endanger cities like Kiev, which will be even more defenseless against Russian drones. And, you know, the one thing that's been interesting to hear from Ukrainian officials is that they say that disruptions lasting several days to the Star Shield system just cannot be simply explained by technical issues. It sounds like they see this as an intentional act, an intentional decision. And also a little bit of a stab in the back, to be honest.

Ukraine sees this as a betrayal from the Trump administration because they've essentially agreed to the one demand that President Trump was making, which was that Ukraine, that Ukraine, should stop its strikes on the old refineries. They stopped the strikes for three days and said, we're happy to do that, but we need also Russia to stop the strikes on our own energy infrastructure. Russia didn't stop. The White House did not react to Russia, not doing anything. And so Ukraine is left thinking, well, what have we got in this?

We're basically losing our main tool or main lever in this fight, which is striking the old refineries, if we're being asked to stop without anything in return, we've got to just resume the strikes. That's our only lever, which is what they did, starting from Thursday. It feels like from everything you've said, Constant, Ukraine is really backed into a corner,

and there is a lot in Russia's favor at this point. Ukraine has a very limited ability to defend itself. The relationship with Trump, is really on the rocks. And all of that can only be helpful to the Kremlin's strategy of trying to bomb this country, as you said, into submission.

So is Russia right to be confident that its strategy could work this winter? It is right that its strategy could work way more effectively than in the past winters for a number of reasons they have more sophisticated weapons.

The Ukrainians have a serious shortage of air defenses. And also, the entire power grid has been weakened by four years of war, which means that a strike today on a power plant will cause more damage than a strike on a power plant two years ago, simply because you start from a different basis. You know, the winter is coming. This is a cold country. You have to imagine people living in apartments where it's freezing cold because the radiators do not work. Where they don't have running water because the water distribution system has been knocked out. And where they maybe do not have a shelter nearby to protect themselves from incoming missiles, which anyway, they won't. know about because there might not be early warnings. On top of this, you have strikes that are also destroying the economy of Ukraine. They are destroying steel plants, which provides jobs to tens of thousands of people. They are targeting the exports routes of Ukraine by blockading the

ports in the southern Odessa region. And all of this means also less money for the Ukrainian budget, which means less money for the Ukrainian war effort. And what do you do if you cannot buy enough weapons, if you cannot pay the salaries of your soldier? So this is sort of a slow-burn effort to wear down the entire country. Konstant, just stepping back, if the story of this war has been Ukraine defying the odds, being overpowered and then innovating time and time again to hold Russia back,

It really feels as though we're at a moment now in which if Russia's plan succeeds, if Russia is able to leave Ukrainian cities 90% without power in a country that experiences months and months of brutally cold temperatures, it's honestly difficult to see how even Ukraine can innovate its way out of this. This is a people that will carry on despite what happens. This is a place where people have been through four winters of war. They know how to stock up on water. They know how to stock up on gas eaters. They also know how to develop innovative interceptors to shoot down new types of weapons, missiles, drones. This is not a country that will capitulate because of this.

campaign. Yet, this is the only card that Russia has to play and wants to play. And while it may not force Ukraine into full capitulation, when the time comes for negotiations to properly resume, if this strategy of Russia is successful, Ukraine will be at a weaker position and will be forced into concessions that it wouldn't want to do today. And even as Ukraine hushy through the winter, if it continues into next year without full Western military and financial support, it will emerge weaker economically, militarily. This doesn't mean that this is the end of Ukraine.

We're not looking right now at the end of the war, But we're looking at a kind of wickening that is potentially irreversible, and that lives Ukraine with very few options. Constant, thank you so much for your time. We really appreciate it. Thank you, Natalie. We'll be right back. Here's what else you need to know today. Over the weekend, anti-government protests in France devolved into some of the worst riots the country's seen in decades. Demonstrators caused widespread damage to national symbols and buildings across the country,

including a government tourist building in Lyon and a 19th century city hall in Limoges that was largely destroyed by a fire. 2400 people were arrested and nearly a thousand police officers were injured. By Sunday, when the violence and protests had largely subsided, French President Emmanuel Macron appealed for, quote, order and calm. He said he would seek to lower gas prices, a key complaint from some protesters, but didn't offer any concrete concessions. And President Trump's new press secretary, Katie Zachariah, was forced out of her role on Friday after just five days on the job. Sakariah got off to a rough start with her first and only press briefing last week, in which she read largely off a script,

and then she faced an onslaught of headlines about whether she misrepresented herself as a lawyer, even though she'd never passed the bar exam. Trump said that he told Zachariah to reconsider her job because she was being treated badly by the media and also said that she might continue to work for him in, quote, some form, but maybe a more pleasant form. Today's episode was produced by Shannon Lynn, Ricky Nevsky,

Rochelle Bonja, and Eric Kruppke. It was edited by Chris Haxel with help from M.J. Davis-Linn and Annie Minoff. Contains music by Dan Powell and Rowan Nemistow. And was engineered by Chris Wood. Our theme music is by Wonderly. That's it for the daily. I'm Natalie Kitrof. See you tomorrow.