๐Ÿงต.@holger_r and I spoke to "Karl," an Estonian expert on Russia's military, for an update on the situation in Ukraine. Karl's observations follow. His previous assessment is here: newlinesmag.com/argument/putinโ€ฆ
No significant developments over the weekend. The frontline around Kyiv remains similar. Ukraine has regained 70% of Irpin or the little that has remained of it. In some areas there is a tiny advance of Russian units.
Regarding the south: Ukrainians have control over some parts of Volnovokha but not all. Russia still controls the eastern parts of it. Russia remains roughly in the same positions around Mykolaiv, and actively attacks Severodonetsk.
As the weather has improved, there are fears of a Russian landing in Odessa. Allegedly Russian ships are back near Odessa but this time a bit farther away.
If Russia doesn't have access to Odessa from the land (it hasn't been able to destroy air and naval defence) it would be risky to try a landing with ships. Ukraine would destroy the ships.
Russia hasn't been using all-out attacks for days. It shows they are taking into account the lives of their own troops.
Finding a compromise between Ukraine and Russia is still hopeless. Russia's minimum would be full control of the two "people's republics" and land access to Crimea.
Ukraine won't go for that unless Kyiv is in real danger of falling. Every day that the war continues brings Russia's minimum demands lower.
Talks of Russia bringing additional troops from the Far East and Armenia: They have only around 6,000 troops in Armenia and they can't take them all away. This wouldn't change the overall picture in Ukraine.
No imminent signs that Belarus is going to send their military into Ukraine. Lukashenko is doing what he can for it not to happen. Question is, how much maneuvering space does he have?
The Russian officers put in charge of Belarusian units are mostly logistics and support units that are used to repair damaged equipment, etc.
Russia has managed to recruit up to 3,000 Syrians who should arrive in Ukraine shortly. This is not considered a serious deployment.
Reports are that Russian troops have started digging trenches. This indicates positional warfare. Russians are "very far" from encircling Kyiv. This encirclement would need to be 300km long and very tightly sealed.
Possibility of a more intensive attack from the Russian side in the next 2-3 days but still nothing to suggest it would break the balance. Russian goals would be to get Kyiv, Kharkiv or cut off Ukraine from the sea (Odessa). I can't see them getting success with any of this.
Morale, which we have heard so much about, is continuing to fall. Reports of Russian troops surrendering for food and self-inflicted injuries to get out of the war.
Reports about Xi having been aware of a "special operation" but not about a total war. Xi feels that Putin wasn't honest. Generally there isn't much optimism about the idea of China coming to assist Russia.
Even if China promises equipment, it would be a question of months not weeks to happen. That said, the U.S. is very concerned about China's decisions. Revealing the info about Russia's request goes in line with U.S. tactics in the case: reveal to hinder or stop from happening.
FSB lacks resources to control occupied areas (Kherson). FSB needs their manpower to repress back home.
It's noteworthy that it was the counter-intel FSB (5th Service) that was tasked with foreign intelligence regarding Ukraine (and not the SVR, GRU). The heads of service under home arrest are close to 70 years old.
In a Western agencies you wouldn't find people older than 55 in respective positions. The same gang has been there for 25 years. It doesn't make the system work any better. /END
(N.B. All of the foregoing tweets are Karl's observations, in his own words, not mine. I just found it tedious to put everything in inverted commas.)

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More from @michaeldweiss

Mar 13
Seeing people say that the U.S. should not announce what military aid it's sending Ukraine for fear of provoking Russia or inciting retaliation. The problem with this argument is that clandestinity isn't necessarily a safeguard and may even be a liability.
Previous armers of Ukraine (e.g. the Bulgarian arms dealer Emilian Gebrev, the Czech MoD-licensed depot in Vrbฤ›tice) hardly advertised their activity. The GRU figured it out anyway. And poisoned Gebrev and blew up the depot.
The secrecy of these supply lines, in fact, may have made it more difficult for NATO intelligence services/government to respond in real time. I interviewed Gebrev and he was quite cagey about his clients.
Read 7 tweets
Mar 12
The Ukrainians have discovered the Switchblade 300 drone. Not sayinโ€™, just sayinโ€™.
I didnโ€™t say they have them yet. I said they discovered them.
Read 5 tweets
Mar 11
So the latest Ukrainian military stats on Russian losses are out and I decided to do a little compare-and-contrast exercise between what Kyiv says and what @oryxspioenkop has verified so far with respect to destroyed, damaged, captured or abandoned units.
N.B.: @oryxspioenkop acknowledges that what is verified relies on "photo or videographic evidence. Therefore, the amount of equipment destroyed is significantly higher than recorded here."

So let's begin, shall we?
As ever, Ukraine defines its terms a bit differently from how we might do in the West. For instance -- and here I mean no offense to those lovable scamps at Tankist Twitterโ„ข! -- Kyiv almost certainly uses "tanks" promiscuously to include also APCs, AFVs and IFVs.
Read 11 tweets
Mar 10
So regarding that alleged FSB analyst's letter of complaint... I've gone through it a bit more carefully. These are a few thoughts and observations six days after it was posted. (Usual caveats apply.) Image
There are a few gross exaggerations/overstatements, such as the prediction that "global famine" will hit by the summer owing to reduced grain supplies from Ukraine and Russia.
And there are statements that seem obvious and self-evident: "I canโ€™t say what guided those in charge to decide to proceed with the execution of this operation, but now they are methodically blaming us (FSB)..."
Read 34 tweets
Mar 9
Don't make me play the Bayraktar song again. In Finnish. Cuz I'll do it.
"bUt dRoNes aRe 'dEfeNsIvE wEaPoNs.'"
Read 4 tweets
Mar 9
๐ŸงตI spoke this afternoon to a senior European intelligence official. The picture shared about what's happening in Ukraine differs from U.S. government assessments, especially on Russian losses. So let me present (without commentary) what this source said:
"From our estimate, the KIA figure on the Russian side was anywhere from 7,000 to 9,000 a few days ago."
"Bad morale, lack of manpower" is a huge issue on the Russian side. "They're calling in reservists, offering money and contracts to people to go fight and, as you've seen, relying on conscripts."
Read 10 tweets

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