Russia
General winter, West-Russian war and nuclear risk
NATO Secretary General Jens Stoltenberg said a war between Russia and the Alliance is “a real possibility.” In an interview with the Norwegian journalist Anne Lindmo, Stoltenberg told, “I fear that the war in Ukraine will get out of control, and spread into a major war between NATO and Russia,” adding that “such a scenario could be avoided but that the threat was there”. Russia apparently wants to take advantage of imminent winter conditions. At the same time, it becomes clear that on the eve of marking its first year, the war will go on ‘as long as the West endure.’
“We will see whether spring arrives after the end of winter,” a Presidential Security and Foreign Policy Board Member, Prof. Nurşin Güney told Harici, adding that ‘promises not to enlarge NATO were broken. Following the colorful revolutions and similar processes, we see this messy war. The West made mistakes at the start of the Ukraine War. Russia made mistakes in breaching its commitment to protecting Ukraine’s territorial integrity under the Budapest Memorandum.’
So, do these mistakes evolve into a conflict that could lead to nuclear war? How will Europe’s long winter pass? How should the NATO chief’s “concerns” be interpreted?
“Too early to end the war”
To summarize the front-line situation, the Russian army withdrew from certain parts of Donetsk and Kherson. Kerch Bridge was targeted. Russia moved up a gear after the sinking of Moscow, the flagship of the Black Sea Fleet, and the battleships in Sevastopol were attacked.
Moreover, with the help of its ever-increasing Western-origin weaponry, Ukraine started to attack the inner regions of Russia. In the first week of December, three Russian military air bases hundreds of kilometers away from the Russian-Ukrainian border were hit by Ukraine. Relatedly, US State Department Spokesperson Ned Price was forced to say, “We have not provided Ukraine with weapons to use inside of Russia. We’ve been very clear that these are defensive supplies. The President has made it clear before. We are not enabling Ukraine to strike beyond its borders; we are not encouraging Ukraine to strike beyond its borders.” Since October, Russia, on the other hand, has started particularly targeting Ukraine’s civilian infrastructure.
With the coming of the dead of winter, attacks targeting civilian infrastructure may have new consequences on the front. “Russia is trying to subvert Ukraine’s determination and capacity to fight by targeting its vital infrastructures,” Prof. Dr. Nurşin Güney commented on the Russian tactical shift.
The West’s limit to fulfilling Ukraine’s winter demands
Viewing the West in two separate clusters, Europe and the USA, Prof. Dr. Nurşin Güney made the following observation based on a recent visit to the USA:
“There is no major disturbance in the USA, and the system works out. The US doesn’t feel like there is a war in Ukraine. Russia is not dependent on the Western market. It can make up for its losses here and has the financial and natural resources necessary to be self-sufficient. More harm will befall the European Union (EU). The general population will be affected. In Europe, there are protests occasionally. There is no indication that the US will change its anti-Russian policy. The United States aims to limit Russia economically and militarily.”
Highlighting how the shale gas revolution helped the USA attain energy self-sufficiency, Güney emphasizes that the exact opposite scenario is seen for the EU. According to Güney, claiming that this war has been going on thanks to the support of the West, “the resilience of Europe and Ukraine” will be crucial to the war’s outcome. Güney stressed that Moscow has not yet utilized its total capacity in this war while stating that he disagrees with the remarks that depict Russia as a “total loser.”
Speaking at the humanitarian aid conference in Paris, Ukrainian Prime Minister Denis Shmihal requested the Patriot and other modern air defense systems be provided to his country to increase their capacity to resist and to protect their energy infrastructure. The President of Ukraine, Volodymyr Zelensky, has asked Europe for six things to help the country get through the winter. On the list are requests to fix energy infrastructure, gas turbines, pistons, and help pay for 2 billion cubic meters of gas. The 6th item is coordinating the “Paris mechanism” in response to what Zelensky called “Russian energy terrorism.” Prime Minister Shmihal requested an urgent budget of $1 billion for infrastructure repairs.
How far can Russia withdraw?
The dialogue mechanisms between Brussels and Moscow became wholly broken as a result of the Ukraine War. The sabotage of the Northern Current hit a fatal blow to the economic relations that developed on the foundation of energy. The main concern now is whether this tension will expand into a Russia-West War or whether Russia will resort to tactical nuclear weapons as part of its defense doctrine.
In fact, within a “special military operation,” Russia had not attacked the civilian infrastructure until recently. However, since the four regions were formally recognized as Russian territory, tensions started to escalate in a different way. According to the Kremlin’s most recent statement, “The Ukrainian side needs to take into account these realities that have developed over all this time. And these realities say that new subjects (the Donetsk and Lugansk republics, Kherson, and Zaporizhzhia) have appeared in Russia, and they appeared as a result of the referendum that took place there. Without taking into account these new realities, any kind of progress is impossible” In response to Ukrainian President Volodymyr Zelensky’s withdrawal proposal of the Russian troops from Ukraine, Kremlin spokesman Peskov said, “This is out of the question.”
Since Moscow now regards the four Ukrainian regions as Russian territory, its counteroffensive responses to attacks targeting these regions are changing. Given the crossing of these new red lines by the Ukrainian forces, the strikes reaching into Russia, and “no way of being defeated for Russia as a great power” coalesced, the question of whether tactical nuclear weapons will be used began to be asked more frequently.
Regarding Russia’s limits of “withdrawal” as a significant nuclear power, Prof. Güney commented, “Should loses one party at one point, it can use tactical nuclear weapons. It is not ‘not likely’ to use them. In an effort to avoid losing, these tactical nuclear powers are very possibly to resort. Ultimately realizing that everything was lost, Russia will likely turn to tactical nuclear power”.
Pointing out Russia’s “ability to challenge the status quo,” Güney added that the war has not yet ended, and NATO and Russia do not currently have any intentions to start a new war at this stage. However, as of early December, Russian leader Vladimir Putin’s warnings of a growing risk of a nuclear war threat have sparked discussions over this subject. At the Russian Human Rights Council meeting, Putin said, “If it does not use them first, then it will not be the second to use them either, because in the case of a nuclear strike on our territory, our capabilities will be significantly limited.” Following these words, an interesting analysis came from Israel.
Jerusalem Post analysis: Ukraine should not be given nuclear weapons
The article by national security analyst Ehud Eilam also served in the Israeli army for a while, is entitled “Countries shouldn’t give Ukraine any nuclear weapons.” Having published six books in security studies, Ehud Eliam explains why Ukraine should not be given tactical nuclear weapons by the US, the UK, or another NATO member. According to the Israeli security analyst, it might deter Russia from becoming more aggressive in Ukraine, let alone using nuclear weapons there, but this is extremely dangerous.
In the analysis examining extreme scenarios, it is stated that “Ukraine is quite a new state with a fragile democracy, NATO might not fully understand the Ukrainian decision-making process, and it is not clear how much Zelensky can control the military in regard to nuclear weapons.” Additionally, it is mentioned that the “frustration” in Ukraine might coerce NATO to join the fight by using nuclear weapons against Russia. According to military analyst Ehud Eilam, “The odds of a Russian attack on a NATO member would increase if NATO gives Ukraine nuclear weapons.”
In conclusion, the author warns that giving Ukraine tactical nuclear weapons without endangering NATO will foster a situation where these weapons can spread quickly. If such a step is taken, he writes, many NATO members like Poland might demand to have their own nuclear weapons due to “fear of Russia,” as well as the Arab Gulf States against Iran.
Turkey’s apparent balance policy
Turkey is trying to weather the storm at the helm of a “balance” ship. In a letter, EU High Representative Josep Borrell said, “Turkey’s policy of not joining the EU’s restrictive measures against Russia is a cause for great concern,” adding, “We expect all candidate countries, including Turkey, to comply with the agreed measures against Russia.”
Güney responds to the query of what Turkey’s limit of balance or there is really a limit is as follows:
“Turkey does not believe in sanctions, and so far, no results have been achieved with sanctions. How long have sanctions been imposed on Iran? They are now getting close to producing their own nuclear weapons. In addition, we face sanctions from our ally. Moreover, Israel and the EU also have very close ties. Israel also does not impose sanctions on Russia. Why does Israel not receive inquiries aimed at Turkey? Also, we are not an EU member. We are a candidate member. Such legal liability does not apply to us.”
Provided a step on “written security guarantees” that Russia initially raised, it is likely to sit at a negotiation table. However, it is next to impossible that Russia will send its troops on a Christmas leave, as Kyiv demands, given that Russia is at its strongest in the months of the “general winter,” its steadfast elder commander.
Russia
Drone strike ignites St. Petersburg oil terminal as major economic forum opens
Drone strikes targeted Russia’s Leningrad region overnight, sparking a fire at a strategically vital oil terminal in St. Petersburg on the opening day of the St. Petersburg International Economic Forum. The attacks, which struck multiple regions across Russia, prompted widespread airspace restrictions and targeted military-industrial facilities.
Alexander Drozdenko, the governor of the Leningrad region, announced that Ukrainian unmanned aerial vehicles (UAVs) carried out an attack on the region during the night of June 3.
According to information provided by the governor, a total of 50 drones were shot down during the aerial assault, which began around 02:00 and continued until 07:00. Governor Drozdenko did not share detailed information regarding any damage or casualties resulting from the attack.
Local media outlet Bumaga reported that the sounds of explosions were heard in the Admiralteysky, Vasileostrovsky, Primorsky, and Krasnoselsky districts of St. Petersburg.
In the Kirovsky district, the attack resulted in a fire at the Petersburg Oil Terminal, one of Russia’s largest oil transshipment facilities on the Baltic Sea.
With an annual transit capacity of 12.5 million metric tons of fuel and housing 21 reservoirs used for storing petroleum products, this enterprise holds strategic importance for ensuring Russia’s security.
The drone attack on the oil terminal occurred on the opening day of the St. Petersburg International Economic Forum (SPIEF), scheduled to take place from June 3 to 6, where Russian President Vladimir Putin is expected to deliver a speech.
The Expoforum exhibition center, where the forum is being held, is reportedly located approximately 17 kilometers from the targeted oil terminal. Due to drone activity and the threat of aerial attacks, more than 29 flights experienced delays at Pulkovo Airport.
On the same night, the city of Michurinsk in the Tambov region, located in the interior of Russia, was also targeted by aerial attacks. Region Governor Yevgeny Pervyshov stated in a declaration on the matter: “As a result of the crash of UAVs belonging to the Armed Forces of Ukraine, an apartment building, a library, and an art school were damaged, with their windows shattered, and the outbuildings of an industrial enterprise were also damaged. There are no casualties or injuries.”
According to an investigation by the Astra news portal, the primary target of the drones in the area was the Progress factory, which manufactures control systems for aviation and missile technologies.
The military-industrial facility in question had previously been subjected to drone attacks in February of this year, as well as in June 2025 and December 2024.
The Russian Ministry of Defense announced in a statement that a total of 354 drones were shot down over Russian territory throughout the night.
It was reported that air defense systems intercepted or shot down drones across a total of 16 administrative regions, including the Belgorod, Bryansk, Voronezh, Kaluga, Kursk, Leningrad, Novgorod, Oryol, Rostov, Tula, and Moscow regions.
Due to the threat of aerial attacks, the Russian Federal Air Transport Agency (Rosaviatsiya) imposed temporary restrictions on the operations of Moscow’s Vnukovo and Domodedovo airports, as well as airports in the cities of Kaluga, Saratov, Nizhny Novgorod, Yaroslavl, and Pskov, starting from the evening of June 2.
Russia
Russia moves to privatize major oil port operator amid widening budget deficit
Russia is preparing to privatize the state’s stake in Novorossiysk Commercial Sea Port (NMTP), one of the country’s largest port operators, as the government seeks to finance a widening federal budget deficit. Russia’s federal budget shortfall reached nearly 6 trillion rubles in the January-April period.
After Rosimushchestvo on Friday announced plans to sell the state’s stake in Aeroflot, a 20% government holding in NMTP was also added to the privatization program. According to Interfax, Prime Minister Mikhail Mishustin signed the relevant decree on May 23.
The entire state stake in the holding company is expected to be offered for sale during the 2026-2028 period. NMTP includes two major oil ports that together handle roughly half of Russia’s oil exports.
One of them is the Novorossiysk port on the Black Sea, with a capacity of around 500,000 barrels per day. The other is the Primorsk port on the Baltic Sea coast, with a capacity of approximately 1 million barrels per day.
The holding also includes the Baltiysk port in the Kaliningrad region. Last year, the company generated revenue of 76.5 billion rubles and net profit of 40.6 billion rubles.
State-owned pipeline operator Transneft is NMTP’s largest shareholder, holding a 60% stake.
Transneft acquired the shares in 2018 after the previous shareholder, billionaire Ziyavudin Magomedov, was arrested on charges of creating an organized criminal group.
Magomedov was later sentenced to 19 years in prison in the same case. Around 20% of NMTP is held by private investors, including stock market participants.
According to Reuters estimates, the state could raise around 33 billion rubles from the sale of its NMTP stake. That would be slightly below the estimated 45 billion ruble valuation of the Aeroflot stake slated for privatization.
Potential buyers for the 20% state stake have not yet been identified, and no official information has been released. However, Freedom Finance Global analyst Natalya Milchakova said major investors could show interest in the asset.
“The asset could attract the attention of state-linked organizations ranging from commodity and transport-logistics companies to major financial institutions. Players with more limited financial resources would neither be able to acquire the NMTP shares in question nor become strategic investors in this sector,” Milchakova said.
Revenue generated from the privatization will be transferred to the federal budget. The Russian government drafted this year’s budget with a projected deficit of 3.8 trillion rubles.
However, by the end of April, the actual budget deficit had exceeded the annual target by more than 1.5 times.
Economist Dmitry Polevoy previously said the budget could lose between 300 billion and 700 billion rubles in revenue this year because of lower economic growth forecasts.
According to Polevoy’s calculations, undercollection of non-oil budget revenues could rise to between 1.3 trillion and 1.8 trillion rubles next year.
Polevoy said that unless current conditions change, the government would be forced either to cut spending or seek additional revenue sources of a similar scale.
Russia
Iran and Russia reaffirm strategic alliance following high-level talks in St. Petersburg
Iranian Foreign Minister Abbas Araghchi, following high-level meetings in Moscow and St. Petersburg, stated that recent regional developments have once again demonstrated the depth and strength of the strategic partnership between Iran and Russia.
The Iranian minister met with Russian President Vladimir Putin and Foreign Minister Sergey Lavrov in St. Petersburg on Monday.
During the meeting, Putin described the Iranian people’s struggle to preserve their sovereignty as “brave and heroic.” Putin further expressed his hope for the restoration of peace and stated that Russia would take the necessary steps to protect the interests of both Iran and regional states while contributing to the establishment of stability in the area.
Araghchi noted that Tehran appreciates the support provided by the Moscow administration during the period of US and Israeli attacks against Iran.
Emphasizing that relations between Iran and Russia will continue to strengthen on the basis of a strategic partnership, Araghchi criticized the silence of certain countries in the face of violations and pressure exerted by the US. He warned that this application of double standards would negatively impact the entire international community.
Addressing mediation efforts led by Pakistan, Araghchi said that the Washington administration’s unreasonable demands, shifting positions, use of threatening language, and frequent violations of its commitments remain the primary obstacles to diplomatic processes.
In an additional statement shared via his social media accounts, Araghchi expressed satisfaction with the “highest-level” talks held in Russia at a time when West Asia is undergoing a transformation driven by the policies of Israel and its Western supporters. Araghchi reiterated his gratification regarding Russia’s solidarity and its support for diplomacy, noting that bilateral relations will continue to evolve.
Russian Defense Minister Andrei Belousov also stated that mutual support between Moscow and Tehran would continue in the face of the aggressive stance displayed by the US toward Iran.
According to the TASS news agency, Belousov met with Iranian Deputy Defense Minister Reza Talai-Nik in Bishkek, the capital of Kyrgyzstan, where he emphasized that Russia would maintain its support for Iran regardless of evolving conditions. Belousov noted that Russia supports Iranian sovereignty and territorial integrity, adding that Moscow favors a resolution of the crisis through diplomatic channels exclusively and is prepared to do everything within its power to facilitate such a solution.
Iranian Deputy Defense Minister Reza Talai-Nik expressed satisfaction with Moscow’s support for Tehran in international forums and its commitment to enhancing defense cooperation.
These meetings took place against a backdrop of a continuing US blockade of Iranian ports and vessels. The Tehran administration characterizes this blockade as part of US aggression and a violation of ceasefire conditions.
The Iranian side has announced that it will not enter into a new negotiation process with Washington unless the current blockade is lifted. According to leaked information, Tehran is proposing a three-stage plan for potential talks with the US.
In the first stage of this formula, Iran demands an end to the war and guarantees that attacks against Iran and Lebanon will not be repeated. The second stage envisions the management of the Strait of Hormuz being handled in coordination with Oman, while the nuclear file is intended to be brought to the agenda only after these two stages have been completed.
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