March 25 Full update to thread 🧵 on estimates of #Russia and #Ukraine losses compared to available forces, using RU and UKR claims along with the best available #OSINT observations and estimates
Concept
When competing claims are made for losses, setting these claims against each other can narrow the range that actual numbers should lie within. Claims form a maximum and admissions form a minimum. NATO has stated that it uses a similar approach in forming its estimates
Examination of open source intelligence such as photos of equipment losses can further narrow the range or provide insight into which claims are closest to confirmable numbers. There are MANY limits to how much value this range has. This is not a predictive tool
Setting the claimed and open source observed numbers into the context of total force size adds meaning. You probably did not know how many armoured vehicles Russia has committed, other than “a lot”
Interpretation
Some sources update and data was collected at March 25, 5 pm EST. Not an expert. OSINT source relies on photo evidence and is an undercount. Local reporting is believed to report a smaller % of UKR losses. OSINT source has a large processing backlog
These numbers do not reflect motivation, leadership, supply of ammunition or food, terrain, weather, support of allies. All of which will have significant impact beyond what these numbers can show. The purpose of comparing these values is to evaluate claims.
These equipment numbers also do not reflect levels of crew training, equipment readiness or maintenance quality. We’ve all read the truck tires thread
Perform your own evaluation of the reliability of any information source you come across. I have tried to use reliable sources, but they do represent a range of reliability.
Summary
OSINT % losses of Russian Committed (Russian total) vs Ukrainian total
Personnel 21.6(4.6) vs 6.4
Armor 24.8(5.2) vs 7.1
Tanks 24.6(8.9) vs 9
Artillery 8.3(2.3) vs 2.2
Aircraft 4.8(1.2) vs 9.6
Helicopters 14.6(3.6) vs 2.2
Scale of claims vs observations
Russian claims of Ukrainian loss % vs OSINT observed loss % (factor)
Personnel 15.5 vs 6.4 (2.4x)
Armor + Tanks 47 vs 7.6 (6.2x)
Artillery 34.5 vs 2.2 (15.7x)
Aircraft 100+ vs 9.6 (10+x)
Helicopter 56.5 vs 2.2 (25.7x)
Scale of claims vs observations
UKR claims of RU(Cmtd) loss % vs OSINT observed loss % (factor)
Personnel 34.4 vs 15.5 (2.2x)
Armor 56 vs 24.8 (2.3x)
Tanks 46.8 vs 24.6 (1.9x)
Artillery 18.2 vs 8.3 (2.2x)
Aircraft 34.8 vs 4.8 (7.3x)
Helicopters 52.1 vs 14.6 (3.6x)
Major Sources 1/
Ukrainian claims of Russian losses minusrus.com/en
Minusrus.com includes the Ukrainian estimates of both committed and total Russian forces
Major Sources 5/
Russian force estimates from The Military Balance 2022. The stated Russian total force numbers from minusrus com are very similar to values from The Military Balance 2022 within 5%
Russia: Personnel 1/
Personnel is the most complicated and speculated upon loss figure. It required its own thread to discuss. Please read it if you want to see where the numbers below come from
Russia: Personnel 2/
The Mar 25 RU admissions set a minimum bound of 5,176 casualties. NATO estimates of 7k-15k KIA. US estimates of 7k KIA ‘conservatively’ now 7 days old.
Ukraine is explicitly using a simple 3:1 wounded:KIA ratio. The admitted Russian ratio is 2.8:1 (Mar 25)
Ukraine: Personnel 1/
Total regular force was 196,600 (IISS 2022) before invasion. Note that I have reduced this from 209K to reflect the more updated number in The Military Balance.
Ukraine: Personnel 2/
Russia asserts that “at the start of the special military operation, the armed forces of Ukraine, together with the National Guard, numbered 260,200 servicemen” ria.ru/20220325/gensh…
Ukraine: Personnel 3/
It has been reported that approximately 20,000 foreign fighters have entered Ukrainian service. Territorial defence groups are also mobilizing beyond the initial reserve pool.
Ukraine: Personnel 4/
Zelensky stated in a video on March 12 there have been 1,300 military deaths. Ukraine states that military casualties have been less than civilian casualties.
Ukraine: Personnel 7/
I am using 196.6K as the Ukrainian total force, as the IISS figure is also used for the Russian force total. A smaller force total will make % casualties appear larger, but this is intentional to maintain a conservative approach to the estimation.
Naval losses
UKR 13
RU 3
Didn’t have time to analyze committed naval forces but may review later. See @covertshores, @COUPSURE and @GrangerE04117 for naval news
Here is the graphic to go along with my March 25 update thread 🧵 on estimates of #Russia and #Ukraine losses compared to available forces, using RU and UKR claims along with the best available #OSINT observations and estimates
Here is the March 19 thread in case anyone wants to look back
Thread 🧵 on reports of personnel losses of #Russia in its invasion of #Ukraine. I am updating a thread on general loss claims. Russian personnel is so complicated it was going to derail that thread. Larger update w analysis coming later today. 1/
Original:
2/ Russian admitted to 1,351 KIA and 3,825 wounded in the RIA article on March 25. This sets up a minimum bound ria.ru/20220325/gensh…
3/ Ukraine claims 15,800 KIA and 47,400 in a simple 3:1 ratio. Note that because of updating issues, the UKR MOD graphic above notes 16,100 KIA. This sets a likely maximum bound minusrus.com/en as at 12 noon March 25
#Moscow Exchange in #Russia reopens for limited trading in 33 most liquid shares for the first time since Feb 25. In opening minutes it’s up approx. 10%, with foreign sales and #short selling banned and the Ministry of Finance purchasing 1T Rubles (almost 10B USD) of shares
First day of #MOEX resumed trading finished up 4.4%, after giving up early gains that approached 12%
For context, the Moscow Exchange benchmark index is down approximately 27% year-to-date
I only see this making sense if it is a counter to some foreign suggestions of holding payments in escrow. Russia could cut the taps in response, but that might be too final a step. RU may think this props up Ruble even if payment held in escrow
Any way you look at it, this just seems like Russia limiting its own options
The upshot is boycott #oil and other #energy from #Russia. Tracking variables like a financial condition index are important to see if the economic measures being applied work. Quick explanation of the concept of a financial condition index below
Financial condition index is like the more standardized monetary condition index but uses variables such as currency price and asset price to make up the shortage of some conventional variables such as money supply and interest rate
Financial condition indices are usually proprietary and selection of appropriate variables requires consideration. The federal reserve prepares a US national FCI and analysts such as those at Goldman Sachs prepares various international FCIs
@calxandr Is there a role for Canada to play in attempting to win Brazilian cooperation on sanctions on sugar export? Who in Canada would attempt this?
Thread on estimates of #Russia and #Ukraine losses compared to committed and total forces, using RU and UKR claims along with the best available #OSINT estimates
Interpretation
All approximations. Some sources update. Data taken March 19, 10 am EST. Not an expert. Biases exist in data sources. OSINT source relies on photo evidence and is an undercount. Local reporting is believed to report a smaller % of UKR losses. OSINT BDA has backlog