The Russian retreat from Kherson is underway

 ISW:

The Russian withdrawal from western Kherson Oblast has begun. Russian forces likely intend to continue that withdrawal over the next several weeks but may struggle to withdraw in good order if Ukrainian forces choose to attack. Ukraine’s Southern Operational Command stated on October 21 that Russian forces are “quite actively” transferring ammunition, military equipment, and some unspecified units from the Dnipro River’s west bank to the east bank via ferries.[1] The Southern Operational Command added that Russian forces deployed 2,000 mobilized men to hold the frontlines and are continuing to shell Ukrainian positions, likely in an effort to cover their withdrawal.[2] Ukrainian military officials reported that the Russian occupation administration is preparing the evacuation of imported Russian specialists, Ukrainian collaborators, and Kherson’s banking system.[3] Russian occupation administration in Beryslav and humanitarian facilities in Kherson City also reportedly ceased operations.[4]

The Russian withdrawal from western Kherson requires that a Russian detachment left in contact hold the line against Ukrainian attack, covering other Russian forces as they withdraw. Such a detachment must be well-trained, professional, and prepared to die for its compatriots to effectively perform that duty. The deputy chief of the Main Operational Department of the Ukrainian General Staff, Brigadier General Oleksiy Hromov, assessed on October 20 that Russian military leadership may withdraw “the most combat-capable units” from the left-bank part of the region to the right bank of the Dnipro river and leave mobilized soldiers in contact to cover the withdrawal.[5] Russian milbloggers seized on Hromov’s assessment on October 21 and claimed that Ukrainian officials falsely said that elite units like the VDV and marines are being replaced by untrained mobilized men in Kherson.[6] If Hromov’s assessment is correct, then Russian forces would be setting conditions for a Russian withdrawal to become a rout. Russia’s poorly trained, newly mobilized reservists are very unlikely to stand and resist a Ukrainian counterattack if Ukrainian forces chose to attack them and chase the withdrawing forces. The collapse of a mobilized reservist detachment left in contact would likely lead to a Ukrainian rout of Russian forces on the same scale as Ukraine’s rout of Russian forces in Kharkiv.

Russian officials have remained cagey about whether or not Russian President Vladimir Putin has ordered a withdrawal from Kherson and are likely continuing to prepare the information space for such a collapse, as ISW has previously assessed.[7] Kremlin Spokesperson Dmitry Peskov dodged a direct question from reporters addressing the likely withdrawal and directed reporters to the Ministry of Defense on October 21.[8] One Russian milblogger noted on October 21 that Russian forces “will receive bad news from Kherson Oblast” in the coming week and that “November will be very, very hard.”[9] A Russian war correspondent told Russian state-controlled television on October 19 that Ukrainian forces outnumber Russian forces by four to one and that "there will be no good news in the next two months, that’s for sure … severe territorial losses are likely in these two months, but defeat in one battle does not mean losing the war.”[10]

Russian forces will likely attempt to blow up the dam at the Kakhovka Hydroelectric Power Plant (HPP) to cover their withdrawal and to prevent Ukrainian forces from pursuing Russian forces deeper into Kherson Oblast. Russian forces will almost certainly blame Ukraine for the dam attack, as ISW has previously assessed.[11] Ukraine has no material interest in blowing the dam, which could flood 80 Ukrainian cities and displace hundreds of thousands of people while damaging Ukraine’s already-tenuous electricity supply. Russia, however, has every reason to attempt to provide cover to its retreating forces and to widen the Dnipro River, which Ukrainian forces would need to cross to continue their counteroffensive. Any claims that Russian forces would not blow the dam due to concerns for the water supply to Crimea are absurd. Crimea survived without access to the canal flowing from the Dnipro since Russia illegally invaded and annexed it in 2014 through the restoration of access following Russia’s invasion in February 2022. Russian officials have demonstrated their ability to indefinitely supply Crimea with water without access to the canal. Russian forces will try to hold eastern Kherson Oblast not for the water, but rather to provide a buffer zone that enables the defense of Crimea and prevents Ukrainian forces from getting into artillery range of the peninsula. Russian decisionmakers may believe that blowing the dam will enable them to retain that buffer zone. Ukrainian President Volodymyr Zelensky warned on October 21 that blowing the dam could cut water supplies to much of southern Ukraine and would pose a serious risk to the Zaporizhia Nuclear Power Plant (ZNPP), which lies upstream of the dam.[12] The ZNPP relies on water from the Kakhovka reservoir to cool its facilities.
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This is a complicated retrograde operation for Russian troops and there is little evidence they are up to the task.  They probably can blow the dam to cover some of their forces as they retreat, but I suspect it will be a complex operation for those who might get left behind. If the Ukraine troops outnumber the Russians it will be hard for untested mobilized troops to slow their advance. It is unclear whether Russia has the equipment for such an operation and can move its forces into Crimea over the damaged bridge.  It may have sufficient air power to blow the dam.

If these events transpire it will be more evidence of Putin and Russia's misjudgment about its attempt to gain control of large parts of Ukraine.  They certainly misjudged the will of Ukraine's leaders and its forces and the ability of their own forces.

See, also:

Ukraine troops say Russian woes could preface pullback in south

To the Ukrainian soldiers entrenched north of the Russian-held city of Kherson, a recent drop-off in Russian shellfire and armour movements signals that their foes dug into a nearby tree line are suffering serious manpower, supply and hardware woes.

That may mean the Russians are preparing to abandon their defence of the provincial capital and retreat across the Dnipro River, the soldiers said when Reuters visited their positions on Friday.

"We understand that they are low on ammunition. We understand they are short of cannon fodder, and we understand their equipment is defective," said Fugas, 38, the nom de guerre of the commander of the 600-man unit deployed in the southern province of Mykolaiv, bordering Kherson.
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