Michael Bond Profile picture
Mar 25 43 tweets 14 min read
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.

Note that I used my own judgment in choosing among the personnel loss estimates
en.wikipedia.org/wiki/Intellige…
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 2/
Russian claims of Ukrainian losses
 
ria.ru/20220325/gensh…

fb.watch/bZxx_AO6fR/

Note reports have different detail on different days which allows separating aircraft and helicopter claims
Major Sources 3/
OSINT equipment loss observations
 @oryxspioenkop 

oryxspioenkop.com/2022/02/attack…
Major Sources 4/
Ukrainian force estimates from The Military Balance 2022
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)
Russia: Personnel 3/
UKR claim 65,400 (16,100; 48,300; 1000) (KIA; wounded; POW)
65,400/190,000 = 34.4% cmtd
65,400/900,000 = 7.3% total

Personal(!) evaluation
OS 41,000 (10,000; x3=30,000; 1000(per UKR))
41,000/190,000 = 21.6% cmtd
41,000/900,000 = 4.6% total
Russia: Armored Vehicle
UKR claim
1625/2900   = 56% committed
1625/13758 = 11.8% total
 
OS    
213 AFV + 289 IFV + 76 APC + 11 MRAP + 64 IMV + 11 comms + 54 engi 
719/2900 = 24.8% committed
576/13758 = 5.2% total
Russia: Tanks
UKR claim
561/1,200 = 46.8% committed
561/3,300 = 17% total
 
OS    
295/1,200 = 24.6% committed
295/3,390 = 8.9% total
Russia: Artillery
UKR claim
291/1600 = 18.2% committed
291/5689 = 5.1% total
 
OS  
41 towed + 54 SPG + 33 MLRS + 5 mortar
133/1600 = 8.3% committed
133/5689 = 2.3% total
Russia: Aircraft
UKR claim
115/330 = 34.8% committed
115/1,379 = 8.3% total
 
OS
16/330 = 4.8% committed
16/1,379 = 1.2% total

Russia: Helicopters
UKR claim
125/240 = 52.1% committed
125/961 = 13% total
 
OS
35/240 = 14.6% committed
35/961 = 3.6% total
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.
 
eurointegration.com.ua/rus/news/2022/…
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.  



reuters.com/world/europe/u…
Ukraine: Personnel 5/
 
A US official said on March 10 that 2,000-4,000 Ukrainian troops have been killed
cbsnews.com/news/ukraine-r…
Ukraine: Personnel 6/
DNR also claims significant Ukrainian losses, but presumably these are included in the March 25 overall Russian claims
interfax.com/newsroom/top-s…
See also en.wikipedia.org/wiki/Casualtie…
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.
Ukraine: Personnel 8/
RU claim 30,500 (14,000; 16,000; 500 POW)(KIA; wounded; POW)
30,500/196,600 = 15.5%
 
Personal(!) evaluation: 3,000 KIA + x 3 = 9,000 wounded. Therefore:
OS 12,500 (3,000; x3=9,000; 500(per RU)) (KIA; wounded; POW)
12,500/196,600 = 6.4%
Ukraine: Armored Vehicles
Reserve 547 Reece + 1212 IFV + 622 APC + 87 eng = 2468
Losses 61 AFV + 58 IFV + 27 APC + 0 MRAP + 29 IMV + 1 eng 
176/2468 = 7.1%
 
Ukraine: Tanks
Reserve 858
OS 77/858 = 9%
 
RU loss claim 1,564 armor + tanks
1,564/3,326 = 47%
OS
253/3,326 = 7.6%
Ukraine: Artillery
Reserve 607 SPG + 515 towed + 354 MLRS + 340 h mortar = 1816
 
RU claim
636/1816 = 35%
 
OS 21 towed + 13 SPG + 6 MLRS
40/1816 = 2.2%
Ukraine: Aircraft 
Reserve 125 combat capable
RU claim 158/125 = 100%+
OS 16/125 = 9.6%
 
Ukraine: Helicopters 
RU claim 26/46 = 52.1%
OS 1/46 = 2.2%
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
Minor correction:

Scale of claims vs observations

UKR claims of RU(Cmtd) loss % vs OSINT observed loss % (factor)

Personnel 34.4 vs 15.5 (2.2x)

Should be

Personnel 34.4 vs 21.6 (1.6x)

I forgot to update that one data point in the text. Thanks to @eiacl for spotting it.
In case you want to play with the OSINT data, here is a link to a data scraper by @mountainherder
I think these are the latest time series graphs from @Lee__Drake. Check him out for updates
Ongoing visual breakdown of RU tank losses by @hippke
For a different style of visual comparison of the raw losses, check out the work by @SirBib

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More from @HelloMrBond

Mar 25
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
Read 25 tweets
Mar 24
#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 Image
First day of #MOEX resumed trading finished up 4.4%, after giving up early gains that approached 12% Image
For context, the Moscow Exchange benchmark index is down approximately 27% year-to-date Image
Read 4 tweets
Mar 23
Russia requiring some national buyers of its energy to pay in Rubles, forcing them to buy Rubles in the market.

Isn’t it better for Russia to accept foreign currency? If it has for. currency in hand it can buy Rubles later or use it to buy key imports

rferl.org/amp/russia-gas…
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
Read 4 tweets
Mar 20
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

en.m.wikipedia.org/wiki/Monetary_…
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

goldmansachs.com/insights/pages…
Read 4 tweets
Mar 19
Push Brazil to sanction sugar exports to Russia?

Sugar sales increased around 6.5 times since the beginning of March.
As of March 11 sugar prices have jumped 12.8% in the last week

Vessels carrying 88,000 tonnes of raw sugar are on their way from Brazil

reuters.com/business/sugar…
@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?
Read 4 tweets
Mar 19
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
Sources
UKR BDA and RUS force estimates minusrus.com/en

RUS BDA estimates interfax.com/newsroom/top-s…

OSINT BDA estimates @oryxspioenkop oryxspioenkop.com/2022/02/attack…

UKR force estimates from The Military Balance 2021 from @IISS_org

Others as noted

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
Read 23 tweets

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