Some ideas on the state of the war in Ukraine two weeks in, where it might be headed, and why it remains an unwinnable war for Russia which the Russians would be best to end soon or they face an extraordinarily bleak future. And why this is a lesson on the stupidity of war.
The first thing to see is that for almost a week now, the Russian Army has been almost entirely inert. See the UK MODs maps yesterday and March 2. This is a sign of total strategic failure. March 6 on left March 2 on right
Yes there is the bizarre thin thrust down the roads from Sumy to Kyiv. However that looks more precarious than anything else. And interestingly that has stalled in the last few days (supply issues and Ukrainian resistance one imagines). Its more likely a target than a threat
This situation overall is indicative of the logistic failure discussed earlier and the complete failure of Russia's initial strategy. They had no idea what they were about to encounter, underestimated the Ukrainians, and are now trying to make up a strategy as they go along.
There is alot of discussion in the press about the Russians regrouping before another major assault--and they are certainly desperately trying to resupply what they can. thetimes.co.uk/article/putins…
Doing this in the midst of a failed strategy, after significant truck losses and is incredibly difficult. It would be a change from everything we have seen for the Russians to pull it off. Indeed, there are indications they have lost touch with some units.
Even if they do it, and say get many units up to full capacity for attack. In that case they can probably operate for at most a week before they would run out of supplies again. This article implies it might be closer to three days. warontherocks.com/2021/11/feedin…
At the same time, the Ukrainian Army is restocking with the exact kind of equipment it needs to stop this new Russian attack. Indeed they now have unprecedented amount of the right equipment.
So any Russian forward movement is likely to be extremely costly. Its hard to imagine now any land assault on Kyiv. Would take two to three more resupplies--and there are indications that Russian morale wont tolerate that (and they might be out of trucks then anyway).
If they wanted to take Kyiv we are talking a massive effort for months. They have given no indication that the could carry it off. They would probably have to get working rail lines into Ukraine at this point. It would be a major undertaking.
Instead we are seeing the contours of a new Russian strategy emerging, that holds out only the prospect of bankruptcy and permanent war. They might gear up to take the larger cities of eastern Ukraine (Kharkiv) and try to blow up as much of the rest with missiles and bombs
Not sure what that accomplishes. They would still have to undertake some terrible street by street fighting and if anything stiffen Ukrainian resistance with the indiscriminate attacks.
At the same time the Russian economy will continue its collapse brought on by the sanctions. btw, Fascists like to dress up and look tough, but Fascism only works when you can reward your followers with goodies.
Cant imagine these performance artists will be so demonstrative when the deprivation really hits.
So time is actually on Ukraine's side, not Russia's. If the Russian army cannot be reorganized, resupplied and start moving very soon, its more likely it will not be able to get out of eastern Ukraine, leaving Russia fighting a long-term war it cant win. We should know very soon.
The one hopeful note, which I will expand on later, is that this invasion proves how difficult war is to launch today, even for the larger force, that it might teach other powers that a war is not worth it.

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More from @PhillipsPOBrien

Mar 9
When one sits back and looks at what Russia/Putin has done to damage themselves in this invasion it is stunning. Maybe without parallel for a country in such a short time? All in the name of brutalizing its neighbor. The steps when you add them up are unparalleled
1) by forbidding the sale of foreign currency for SIX months, the Russian government is admitting that their own currency has no value on the open market. barrons.com/news/russia-su…
2) The Russian stock market remains closed (has anyone seen any plans for reopening?). As admission that the entire market is close to worthless. wsj.com/livecoverage/r…
Read 13 tweets
Mar 8
Two different narratives emerging about the situation around Kyiv. One is that a major offensive is about to begin (as early as tonight). The other is that the city is still far from encircled and Russian troops are still not ready.
This Institute for the Study of War released yesterday says the Russians are ready to start their major assault with 24-96 hours understandingwar.org/backgrounder/r…
Here is the @tom_bullock_ report saying that the Russians are still being held in the suburbs.
Read 9 tweets
Mar 8
A tweet thread on what a Russian 'victory' would look like, and why it is difficult to imagine unless a significant number of breaks go their way and the Ukrainian people actually dont have a lasting sense of national identity (which seems unlikely).
There has been some discussion and evidence that Russia might be recalibrating away from taking all of Ukraine (which clearly was Putin's preferred plan at the start) to now trying to annex more of Ukraine, part in the south and east.
Here is one of the best discussions of a possible Russian southern strategy aimed at taking the black sea coast.
Read 29 tweets
Mar 7
A quick primer on logistics for those who are interested. In the case of war you can think of logistics as a series of interconnected transportation methods to bring important equipment, supplies, personnel from point A to point B.
There are normally 3 means of transport for a large land war such as we are seeing; truck, train and aircraft. For large Russian armies, the interaction of truck and train is usually the most important, which air supply more limited to specialist operations.
By far the most efficient form of movement is rail, which is why it is favoured (all those flat rail cars you seeing carrying heavy vehicles). Trains are therefore the key vehicle to establish the large depots and bases from which the invasion was launched.
Read 7 tweets
Mar 5
Oh wow, just saw this tweet. Indications that the Russians could be close to logistic collapse in a few weeks.
If they are already requisitioning civilian vehicles just a week after the fighting started, they are in terrible shape logistically. They might be able to reach Kyiv, but how do they go beyond that?
Ukraine has a clear path to win the war. Go for every Russian truck they can see, especially fuel trucks. Fuel trucks also can’t be replace easily with civilian trucks, so the Russians could be in dire straits soon.
Read 4 tweets
Mar 5
A tweet thread on why we are almost certainly overestimating the amount of strength the Russian Army has on hand, and the amount they can actually get to Ukraine when their first force losses get so high that it starts becoming combat ineffective. Yes, its logistics. @BoringWar
The Russian Army, like the Soviet Army before it, has manifested significant logistics problems for decades, and if anything the preliminary evidence is that the problem might be worse than expected. You can start with this report. apps.dtic.mil/sti/citations/…
Basically Soviet logistics as shown in Afghanistan were too rigid, top heavy and wedded to doctrine. What it means is that when things went wrong, there was signficant problem adjusting. The way Soviet logistics was so road centric (and weak for that) is telling Image
Read 34 tweets

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