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The Kremlin insists there will be no new wave of mobilization, but the war has long been dictated not by statements, but by the arithmetic of casualties, rotations, and manpower shortages at the front. The longer Moscow tries to simultaneously maintain the pace of combat operations and avoid a politically toxic mass draft, the narrower its room for maneuver becomes. At some point, Putin will have to choose: expand covert mobilization at the risk of internal stability, or admit that without new human resources, the war is reaching its limits.

On September 2, the Russian president dismissed reports of an impending mobilization as "total nonsense". Two days earlier, citing sources close to the Kremlin, the Economist wrote about plans to send up to four hundred thousand people to the front. In its August 31 assessment, the Institute for the Study of War specifically noted that Putin appears to be leaning toward a covert mobilization following the parliamentary elections. Three sources cited almost the exact same figure at roughly the same time - and the exact same person once again called it a fabrication. He spoke in the exact same way about the partial and limited nature of the September 2022 draft, mere days before the decree on general mobilization was signed. The rhetorical parallel is far too precise to be written off as a coincidence.

A front that barely moves

As of early September, the Russian army retains the initiative in the Pokrovsk, Kostiantynivka, and Lyman directions in the Donetsk region, as well as near Kupiansk in the Kharkiv region. Battles are also ongoing in other sectors - near Huliaipole, in the western Zaporizhzhia region, at the junction of three regions, and in the borderlands of Sumy and Kharkiv. Technically, the front line is moving. In reality, according to estimates by the Institute for the Study of War, the total advance of Russian troops in July amounted to 37.85 square kilometers - about 1.22 square kilometers per day along the entire line of contact. For an army keeping over 700 thousand people under arms in the combat zone, this is the speed of a geological process, not an offensive operation.

On September 3, a source familiar with the condition of the Russian "West" group of forces reported that Ukrainian drone strikes on a gas pipeline north of Kupiansk are limiting troop transfers and supplies across the Oskil River. Ukrainian forces have recently advanced in the Novopavlivka and Oleksandrivka directions, while the Russians have achieved only limited tactical successes there. Even Putin's own statements contradict the reality on the ground: on June 29, he spoke of a 10.5-kilometer advance toward Sumy, and on September 1, he claimed 12 kilometers, even though on the first of the month, the Ukrainian military raised their flag in Mohrytsia, a settlement the Russian side had declared captured back in January. The gap between frontline reports and podium statements has always existed, but now it is manifesting in numbers that the Kremlin itself announces and subsequently contradicts.

According to the ISW assessment, the Russian command is preparing to repeat last year's scenario - an aerial blockade campaign targeting the immediate rear, which opened the way to Pokrovsk and Huliaipole in the fall of 2025. The calculation is simple: if the infantry cannot be pushed forward en masse, the enemy's rear logistics must be eliminated to create conditions for a slow infiltration by small groups. Such tactics save equipment, but they do not save people - they require a constant flow of assault groups that bear the brunt of the casualties.

Total nonsense, uttered not for the first time

The denial did not come from the president alone. Back in July, Deputy Chairman of the Security Council Dmitry Medvedev called mobilization rumors a "false provocation", and in August he stated that the country had "quite enough" of those who signed contracts voluntarily. Foreign Ministry spokesperson Maria Zakharova accused Western countries of spreading the rumors. The relevant State Duma committee and Russia's Permanent Representative to the UN Vasily Nebenzya made similar statements. Following the SCO summit, Putin himself used the phrase "total nonsense" and "information attack" during a press briefing in Bishkek, and two days later at the Eastern Economic Forum in Vladivostok, he repeated the talking point almost word for word, adding that the spread of such rumors was timed to coincide with the State Duma elections.

The problem is that the exact same cast of voices - relevant agencies, standard commentators, the president himself - denied preparations for a partial mobilization right up until September 21, 2022, when decree number 647 was signed. It is important to note that this decree has technically still not been repealed. Legally, this means the Kremlin does not need a new nationwide act to increase recruitment: the mechanism already exists, and an unspoken directive to regional authorities is sufficient. According to the Economist, this is exactly how they plan to proceed - through decentralized recruitment driven by governors, so that social discontent remains localized rather than turning into a nationwide issue. The pilot region has already been identified: Penza, 750 kilometers southeast of Moscow, where, according to the publication, a new incentive system for contract soldiers is being tested.

Ukrainian military intelligence estimates the potential scale even higher than the Economist: up to 600 thousand people over the course of 2026 and 2027 combined. The British publication cites a range of 300 to 400 thousand in the shorter term. A nearly twofold discrepancy is typical for estimates based on sources that lack access to the final decision and only see its preparatory stages, so both figures should be treated as benchmarks rather than an approved plan.

Deja vu from Kabul

The practice of covering up casualties is not new to Russia, and the experience of previous wars suggests what to expect next. Throughout almost the entirety of the 1979 to 1989 Afghan campaign, the Soviet leadership hid the real death toll, publishing it only in 1989 - at that time, official statistics cited about 15 thousand people over ten years of war, and even this figure was disputed by researchers for decades as being artificially low. The information model of the current war is technically structured differently - there are satellite images, open databases, and geolocated videos from social media, which were physically unimaginable in the eighties - but the political logic of omission has remained virtually unchanged. The difference is that the state used to control almost the entire flow of information about casualties, whereas now it controls only a fraction: parallel to official denials, dozens of Russian military bloggers' Telegram channels are active, Ukrainian military intelligence publishes its own estimates, and independent projects like Mediazona and the BBC have spent years compiling a name-by-name casualty count using open sources like funerals and obituaries. The Kremlin responds to this not so much with outright lies as with obfuscation: if the data is too fragmented and the sources themselves contradict one another, any observer has a legitimate reason to doubt them, and it is precisely this fatigue from conflicting numbers that works more effectively for the authorities than any direct ban.

The arithmetic that no longer adds up

The Kremlin has a technical pretext for denial: the voluntary recruitment system has indeed functioned for several years without an open mobilization. According to Medvedev, about 200 thousand people signed contracts with the Ministry of Defense in the first six months of 2026, another 40 thousand joined drone units, and over 16 thousand joined volunteer formations. This totals about 256 thousand people over half a year. The figure looks impressive until it is compared to previous years: in 2024, about 450 thousand people plus 40 thousand volunteers signed contracts, and in 2025, the number was about 422 thousand. If we double the figure for the first half of 2026 for a rough estimate of the annual pace, we get about 400 to 430 thousand - meaning that even with the formal preservation of the recruitment scale, there is a clear halt in growth against a backdrop of mounting losses.

And losses are growing faster than is publicly acknowledged. In April, the Ukrainian "I Want to Live" initiative estimated the pace of Russian recruitment in the first quarter of 2026 at 940 people per day - about 80,456 over three months, whereas fulfilling the annual target of 409 thousand contract soldiers required 1,100 to 1,150 people per day. At the same time, the Ukrainian General Staff estimated the losses of the Russian grouping for the same period at 85,290 people - meaning that by the beginning of the year, attrition was already exceeding replacement. According to Western sources cited by Bloomberg, in January 2026, losses exceeded replacements by approximately 9 thousand people, and the death toll in December 2025 reached 35 thousand - almost twice the monthly average recorded by NATO for all of 2025. The United24 portal, citing Russian Ministry of Defense statistics, estimated total irrecoverable and medical losses for the first four months of 2026 at nearly 130 thousand people, with over 70 thousand in March and April alone.

The Institute for the Study of War tracked this trend gradually: in April 2026, analysts wrote about the Russian army's inability to recruit enough contract soldiers to replace frontline losses; in June, retired Australian major general Mick Ryan noted that for the first time since the start of the invasion, Russia was losing more soldiers than it was mobilizing. Commander-in-Chief of the Armed Forces of Ukraine Oleksandr Syrskyi confirmed in an interview with the Times: in the first half of 2026, the Russian army's losses exceeded the number of recruits for the first time. Meanwhile, Economist sources familiar with the Kremlin's calculations admit: even if the entire announced reinforcement of 300 to 400 thousand people is realized, attrition will continue to outpace replacement - by roughly 6 thousand people a month. In other words, the proposed measure does not close the gap; it merely slows its expansion.

Twenty-five million on paper

In theory, Russia's reserve is enormous. In September 2022, then-Defense Minister Sergei Shoigu stated the country's mobilization resource was 25 million people. This figure includes everyone who is at least nominally in the reserves, and after the recent increase in the maximum reserve age to 55 for enlisted personnel and non-commissioned officers, the category of those liable for military service has expanded to encompass almost the entire male population of draft age since 1991. The actual organized reserve is smaller: based on the combined data of spring and fall drafts since the collapse of the USSR, roughly 12.5 to 13 million people have passed through the system - about half of the volume claimed by Shoigu.

From this number, one must subtract those who have aged out, died, been declared medically unfit, left the country, are already serving, hold an unneeded military occupational specialty, or are serving prison sentences - though since 2022, the latter circumstance has increasingly not precluded enlistment. Even after all the deductions, the remaining pool numbers in the millions. The Kremlin's problem is not the availability of men on paper, but the cost of turning them into combat-ready units.

One soldier costs more than an apartment

According to calculations by the analytical project Re:Russia, the annual maintenance of a single serviceman in the combat zone costs the state a minimum of 7 to 8 million rubles, roughly 80 to 90 thousand dollars at the current exchange rate. This amount includes a one-time federal payment of 400 thousand rubles, regional sign-on bonuses that reach 3 to 4 million in certain areas, a monthly allowance of 220 to 250 thousand rubles, and compensation for injury and death. The Stockholm-based SIPRI institute provides a higher estimate - 9.5 to 10 million rubles per year per person. With the current force size of 700 to 730 thousand, direct payments and social expenses alone exceed 5 to 5.5 trillion rubles a year; this is more than two percent of Russia's GDP, and the calculation does not include equipment, hardware, fuel, training, and medical care.

There is also a second bill that is rarely mentioned in official rhetoric: every mobilized man is a worker removed from an economy that is already experiencing a labor shortage. During World War II, over 30 million people passed through the Soviet armed forces, but that was an economy entirely subordinated to military goals, where men in factories were replaced by women and teenagers, and the standard of living was deliberately sacrificed. The market economy of modern Russia does not permit such a maneuver. Central Bank Governor Elvira Nabiullina admitted at the Alfa Summit in April that the country has never experienced such a severe labor shortage, and a macroeconomic survey by the Central Bank recorded unemployment at 2.3 percent of the economically active population - a figure that for a developed economy would signify an overheating labor market, but for a country at war means an almost complete lack of available hands. The classic remedy in such a situation is to bring in migrant workers to replace mobilized men, but it is precisely in this direction that the Kremlin is acting in the exact opposite manner: from January 2025 to January 2026, the number of foreigners living in Russia dropped by 10 percent, and by 15 to 20 percent on construction sites, amid tightening migration controls driven by internal security concerns. The economic and security blocs of the Russian government are literally pulling in opposite directions on this point: one needs available hands, the other wants fewer uncontrolled migrants. The additional drafting of even a few hundred thousand people, according to most analysts, will only accelerate the personnel shortage and inflation, while a truly large-scale mobilization would require a reorientation of civilian production on a scale that is not currently being discussed even hypothetically.

Assault troops, not rear guards

A key nuance that is often lost in conversations about "hundreds of thousands" is that the casualties are distributed extremely unevenly. The bulk of the attrition falls on assault infantry and the units that support them - supplying ammunition and water, evacuating the wounded, and repairing equipment under fire. Rear structures lose people at a significantly lower rate. If we assume a total force of 700 to 730 thousand and a typical modern army ratio of 20 to 30 percent for front-line combat units, the forces regularly carrying out assault missions can be estimated at 150 to 200 thousand people.

A reserve of this scale would allow the command to be independent of the monthly influx of volunteers, conduct rotations, and fully train replacements instead of throwing them into battle almost without preparation - which is exactly what Russian military bloggers complain about, noting an increase in the number of servicemen with severe illnesses and addictions among the recruits. If the Kremlin's goals are limited to capturing the remaining part of the Donetsk region still under Kyiv's control, military experts estimate it will take about another year of intensive offensive operations against the Sloviansk-Kramatorsk agglomeration, and a reserve of 150 to 200 thousand might suffice if the current recruitment pace is maintained. In the event of a more ambitious scenario - opening a new sector of the front - a full-fledged military force of 100 to 150 thousand people with its own artillery, armored vehicles, air defense, electronic warfare, communications, and headquarters would be required, and this is an order of magnitude more difficult to assemble than replenishing assault battalions. It is precisely this scenario that aligns with the figure of 300 to 400 thousand cited by the Economist. Opening a new sector of the front will create problems not only for the Russian command: Ukraine will have to find reserves under conditions of a much more modest mobilization potential than Russia's, and this is a rare case where the demographic weakness of both sides operates in sync, just in different proportions.

Will this change the outcome of the war

Military experts differ in their assessment of the impact, but agree in their skepticism regarding the speed. Igor Strelkov, a former field commander of the self-proclaimed DPR serving a sentence in a Russian prison, who previously advocated for mobilization himself, now writes that "trampling the enemy with sheer numbers" is a thing of the past: the more massive the attacks with the current level of precision weapons, the higher the attackers' casualties for the same modest results. Vasily Kashin, director of the Center for Comprehensive European and International Studies, warns against illusions of a quick breakthrough: the technical means and tactical methods for deeply penetrating Ukrainian defenses will not appear in the foreseeable future, which means the idea of "mobilize and collapse the front" should be forgotten. Anders Nielsen, an analyst at the Royal Danish Defence College, concedes that a new wave will change little strategically, but could very well restore the pace of territorial gains seen in 2024 by 2027.

Michael Kofman, a senior fellow at the Carnegie Endowment, draws attention to the calendar: little time remains before winter, when combat operations traditionally slow down, and if the Kremlin has specific goals for this year - for example, full control over the Donbas - the decision on reinforcements should have been made several months ago. Western intelligence sources claim that a final decision has not yet been made and is unlikely to be announced before the conclusion of the three-day voting period for the State Duma elections on September 18 to 20. The ISW's own August 31 assessment corroborates this logic: the Kremlin appears to prefer continuing its covert recruitment campaign after election day rather than announcing it in advance and risking voter turnout on the eve of the polls.

Internal enemies and the price of silence

The Kremlin's frugality regarding an open mobilization is coupled with the exact opposite approach to controlling public sentiment. The Economist's sources speak openly of plans to intensify repressions against so-called internal enemies - not necessarily because they pose a real threat to the authorities, but because projecting strength is important in itself amid declining trust. A Levada Center poll tracks an increase in the number of Russians who have experienced a violation of their rights: over five years, a third of respondents reported this, and the share of complaints specifically about restrictions on freedom of speech has doubled since 2019 - from 8 to 16 percent. Tellingly, both the Levada Center and the Carnegie Endowment, whose experts are quoted in the Western press regarding the Russian mobilization, are officially listed as foreign agents in Russia: the system is forced to draw analysis about its own society from sources it has itself placed outside the legal framework.

The information environment of the war is also becoming technically more complex. In late August, Russian media warned citizens about the danger of AI-generated videos where any person's face and voice can be spoofed almost indistinguishably from the original - technically the discussion was about fraud, but the subtext is obvious: in the era of deepfakes, the refutation of any claim, including the Kremlin's own denials, carries decreasing weight for the audience. At the same time, practical advice for draft-age men and their families on how to minimize the risk of receiving a summons or being forced to sign a contract has been circulating on social media for months - an indirect but reliable indicator that public anxiety is growing faster than official statistics are willing to admit.

While the front stands still, the war expands

By early September, the diplomatic track has effectively been frozen: talks on ceasing hostilities are not taking place at any meaningful level. Against this backdrop, both sides demonstrate a readiness to strike deeper into enemy territory. Ukrainian President Volodymyr Zelenskyy warned of plans to restrict airspace over Russian territory using strike drones, to which Putin, at that same press conference in Bishkek, responded with an accusation of "an application for state terrorism" and a promise to find a way to answer, including the preparation of massive strikes on Ukrainian energy infrastructure. According to the Economist, Western intelligence agencies are specifically concerned that the Kremlin will expand its hybrid campaign against European rear targets - factories producing weapons and equipment for Ukraine - without crossing the line into a direct military clash with NATO, which, according to the publication's sources, Putin still seeks to avoid. The combination of these signals forms a picture of a war that no longer fits within the confines of the frontline: while the infantry advances a kilometer a day, escalation is happening in the air, in logistics, and in the information space of several countries at once.

This expansion has a direct personnel dimension that is rarely mentioned in conversations about assault battalions. In 2026, Ukraine sharply increased the number of strikes into the operational depth - targeting oil refineries, depots, and logistics hubs in the European and central parts of Russia, meaning areas where the war was previously felt only through the news. Passive defense of rear facilities - camouflage, dispersal, fortifications - does not always work everywhere against such strikes. A robust defense of the airspace over a multitude of targets scattered across the country requires not only anti-aircraft systems but also people: crews, operators, repair brigades, and ideally, regular air defense units rather than hastily cobbled-together territorial formations. This demand for personnel is superimposed on the frontline demand and increases the total need for reinforcements above the 150 to 200 thousand assault troops discussed earlier.

An accounting entry instead of a decree

The alignment of interests here is almost cynical. A poll by the Levada Center, designated as a foreign agent in Russia, showed that the proportion of Russians assessing the political situation as tense or critical rose from 58 percent in January to 61 percent in March, reaching 70 percent by the summer - the highest level since the fall of 2022, when partial mobilization was announced. Economist sources among the Russian elite describe the continuation of the war "by inertia" as an increasingly costly decision that is draining both economic resources and political capital. According to them, one of Putin's motives is the conviction that ending the war without taking at least the Donbas will create a threat to him personally. It is impossible to verify this assessment, as it remains an anonymous reconstruction of one man's motives, but it aligns with the Kremlin's four-year behavioral logic: every time a choice emerged between the risk of domestic political destabilization and the continuation of the war, the choice was made in favor of war.

Hence the model toward which the Kremlin appears to be leaning: not a decree, but an accounting entry. Not a nationwide wave of summonses and raids, but a quiet expansion of the already existing system - regional quotas, increased payouts, the utilization of the active 2022 decree without mentioning it publicly. For a person in Penza or another subsidized region, the difference between "mobilization" and "intensified contract recruitment" might come down to the phrasing in the local administration, but not to the sum he is offered, nor the probability of ending up in an assault company after a few weeks of training.

If this calculation is correct, the first verifiable signs should appear within a few weeks after September 20: an increase in regional sign-on bonuses in subsidized regions, the opening of new recruitment centers, and an expansion of bed capacity in military hospitals in border regions. Their absence by the beginning of winter will not signify an abandonment of the idea, but rather its postponement to the 2027 campaign - by which time the clock truly will be working against Kyiv, if Western military aid begins to falter before the Russian draft reserve is exhausted. In the meantime, Putin calls mobilization total nonsense with the same intonation with which it was called nonsense in August 2022 - three weeks before it stopped being nonsense and became decree number 647.