1) I am going to push back on the idea that what we see is that the Russian Armed Forces are merely having severe supply and readiness issues and that we should consider it to be overall modern.
2)Here's the first problem, SEAD. It's failing to suppress UA air defences, but that's more a feature of procurement planning rather than a bug. The VKS lacks a significant number of modern ELINT platforms.
3)Let's do a head count, 2 Tu-214Rs and 3 modernised Il-20 derivatives have been received in the last 20+ years. The A-100 projects is still being delayed and the reports from KAZ suggest further Tu-214 orders will not be forthcoming. business-gazeta.ru/article/484982
4)Now to explain the practical implications. Without those platforms in the air the Ru VKS rarely has an idea when a UA radar is being turned on unless they are almost on top of it in practical terms ( closer than 50 kms ). They just get notified when they get acquired.
5)The second issue is the collapse of communications and the lack of interoperable real time data links with the same standards. In practice the VDV, Army and VKS sort of have different systems. These get fed and combined at the army HQ usually during drills.
6)Firing anti radar missiles in a battle space you can't deconflict and is filled with your own AD is a bad idea, even if you think there's a caricature level casual carelessness among Ru officers (I don't think it's the case). You just lose missiles without achieving their aim.
7)The next issue is what modern means for ground forces and air forces. It is supposed to mean All Weather forces. But at the very least night operations, but the issue is the bulk of the Russian ground equipment has 70s IR illuminators for its commanders.
8)We have also seen Russian troops use flares during their attack of the nuclear powerplant in Energodar and lacking more sophisticated night fighting equipment. Even recent tank upgrades omitted that, like the T-80BVM. bmpd.livejournal.com/4289299.html
9)When defining a modern tank we usually consider modern ammo (discrepancy in crew experience could negate it via outmanoeuvring) modern sights for the gunner, thermal equipped 360 periscope for the commander (hunter killer capability) and a battlefield information system.
10)Even though the Ru MoD considers most of its tanks as modern, in practice by the above standard only a small subset are. To tie it to experience from recent combat showcases that even the thermals on the Strykers can be used to avoid and counter ambushes.
11)The next bit is the VKS&AD procurement priorities, they are dominated by people with influence over the Kremlin, we see SHORAD development funding & some procurement funding and S-400 purchases. The issue is that this funding is greater or comparable to aircraft procurement.
12)This is an anomaly when it comes to modern air forces. As priority should go to various types of surveillance platforms, manned but also possible high endurance unmanned platforms , then strike and multiroles, then an operational budget for high training rates and then AD.
13)The inversion of that paradigm suggest that procurement is driven by Almaz-Antey and Rostech's funding needs and desires, rather than actual modern AF doctrine. The DoD Procurement slideshows may cause migraines, they don't cause inferiority by design to this degree.
14)And the other remaining problem is the issue with the continuous lack of JDAM equivalents. JDAM kits are cost effective, Russia just doesn't have a comparable program that has delivered kits at anywhere the same rate even if we account for a smaller fleet.
15)What I think @KofmanMichael might have been influenced by if I may paraphrase a document the Chieftain quoted in one of his talks, "The tendency to view the battlefield as a test agency". The use of Su-57, Mig-31 with Kinzhal, UGVs in Syria and so on.
16)But if we then go back to Ru MoD's overall experience with pre-production models we see that it's not really an indication for adoption or that these systems are anywhere as mature as the promotion materials suggest.
17)Armata is still in trials, Kh-31 was adopted but then the Tu-22M3M that was to carry it was cancelled, Project 855 sub never being adopted but becoming a test bed for Project 855M. Even the Su-57 is being accepted with a planned re-engining amongst other systems being pending.
18)As a whole while the Russian armed forces don't have the ability to act as a modern force at this scope. If we're talking about a subset across most branches of a combined total of 40-50 k . Maybe. But a ground component of 200k with backing, as we have seen is a problem.
19)Finally, to reiterate when you're not picking just a company or three from a brigade to send, you get to see how unprepared the service is. That shouldn't be news at this point, tanks without motor oil, dead batteries, drivers who can't handle ditches with tracked vehicles...
20)My assessment of the current fighting is also different. I presume that the Ruforces in the South met more success due it being easier to support them Ru VKS(as I mentioned in a previous thread + UA
AD focus on Kyiv). That pushed battered UA forces back behind the rivers.
21)The panic in Kyiv from days 1&2 has also led to more newly formed units being sent around the capitol. But because the Russian forces are so limited for their tasks in the South we just see small prongues which the remaining UA units are being able to check.
22)The constant fear of a landing in Odessa seems to have forced a lot more UA troops to be kept there than necessary. Again consistent with a less aggressive (in terms eagerness to go on the offensive of military action) civil government which got spooked at the start.
23)But overall we're seeing some mauled UA units still mounting an effective defence and a more conservative posture by UA and a southern Ru advance that captured a few bigger towns and stores, and thus doesn't have as a dire of a supply a situation, but it's facing problem 2.
24)The manpower isn't there to hold even 4 larger towns. As UA reserves are brought forth South and East I don't think Ru keeping thousands in the towns and a bunch advance columns trying to move out is tenable. Mass warcriming doesn't degrade mil power in 2 weeks.
25) In the words of Blackadder :
It started badly, it tailed off a little in the middle and the less said about the end the better — but apart from that it was excellent.
• • •
Missing some Tweet in this thread? You can try to
force a refresh
Russian real estate companies have started offering customers to to pay for new housing in quarterly or monthly installments which are often without interest and make an initial payment of 10-15%.
There's currently no other way to sell a lot of housing with the interest rate at 21%. Installments are rapidly becoming the main tool for selling housing by real estate developers. Mortgages are not an option especially in the premium segment.
Banks are suggesting escrow accounts as way to keep demand at a lower but stable level so that real estate developers can survive until spring. This is because there's hope that the interest rate will be lowered and there will be extra funds for sales.
Just to repost this as not everyone has seen it. Unsold housing in Russia grew from 66 million square meters in 2022 to nearly 77 million square meters in July 2024 when the largest preferential mortgage program ended. All housing developers are in trouble
There's demand for more office space in the larger cities and more warehouse space. But housing which is the big driver of construction is seeing nothing. People have decreased their housing purchases so much that in October alone average rents in the big cities went up 17%.
Deputy Chairman of the Russian Central Bank Zabotkin said that they are considering an increase in the interest rate at the Central Bank meeting on October 25th 2024.
The Russian Central Bank's Deputy Chairman Zabotkin said that there are no signs of inflation slowing down as of yet and September data supports further tightening of the monetary policy.
The Russian Government Commission on Legislative Activity supported the MinFin's initiative to remove the monthly "add-on" to the mineral extraction tax of 50 billion rubles Gazprom pays on gas from 2025.
The Russian government has lowered the foreign currency exporters have to sell from 50% to 25% and this will be in effect until April 30th 2025. The ruble may weaken further.
VTB has filed 2 claims in the Arbitration court of St Petersburg and Leningrad region against the Russian subsidiary of JPMorgan and one foreign JPmorgan entity for a total of 155,8 million USD. Somehow I expect VTB to win the case with ease.
The Russian Agricultural Ministry has raised the following export duties:
wheat and meslin from 1 328,3 to 1 872 rubles per ton
barley from 229,5 to 392,8 rubles per ton
corn from 2696,7 to 2827,2 rubles per ton
Due to the pressure of sanctions the leading Russian LNG producer NOVATEK is looking for alternative ways to monetize its gas reserves. While further development of the Murmansk LNG and Ob LNG has not been suspended active work is not ongoing.
It is not certain when NOVATEK will continue their development as currently the company is focused on completing the Arctic LNG-2 project and start shipments from it. However NOVATEK expects that all of their future LNG projects will be under sanctions.
Murmansk LNG which has three lines was expected to have a capacity of 6,8 million tons per line and Ob LNG had a total capacity of 6 million tons. These were to be the next 2 projects of NOVATEK after Arctic LNG-2. A binding investment decision was expected for both in 2024.
In 2022 62% of Russian companies said that there was a lack of alternatives as sources for raw materials and equipment and by 2023 this has decreased by only 9% and 50% of companies had increased costs.
Russian cosmetics company Geltek for example managed to replace their EU packaging with Russian and Belarusian packaging and all their peptides they used but this according to them accounts for 1-2% of the 97% of chemical Russia imported.
1/3 of companies say that it is impossible to find alternative suppliers of raw materials even in friendly countries. The companies that have managed to do this have problems with translation and more expensive logistics.