Trent Telenko Profile picture
Apr 10, 2022 14 tweets 4 min read Read on X
If you have not read this ISW 🧵thread today you need to.

I've a comments to add for my own🧵.

ISW Short form:

The Russian military has hit the trained manpower wall until well into June 2022.👇
A major "proxy" supporting this ISW thread surfaced today.

Three Russian Army lieutenants were killed acting as the driver, gunner and commander of a BMP infantry combat vehicle.

See👇
2/
Lieutenants normally act as commanders of three vehicle platoons of Tanks, BMP's or BTR's.

That is, one commander for 3 vehicles and 8-to-19 men.

So, three lieutenants would command all the Mechanized Platoons of a Motor Rifle Company.
3/
Putting three lieutenants as the crew of a single BMP is a lot more than a desperation move.

It is a hard core signal that Russia has so run out of both trained and reliable manpower that it it putting the command staff of a Motor Rifle Company into a single armored
4/
...fighting vehicle. Consider the implications of that as you read the ISW thread.

My view is the Russians lack the trained manpower to pocket Ukrainians in the Donbas.

At best the Russians can push the Donbas line back 20-25 km, the logistical limits to their reduced truck
5/
...park from their existing rail heads.

The problem for the Russians is the arrival of the Switchblade 600 in the low hundreds, given the low Russian force density in the areas they have over run, means they will have to use railheads in Russia for
republicworld.com/world-news/rus…
6/
...Donbas.

Media reports have it that the Russians are currently disembarking troops, vehicles & ammo 55km behind the Russian border.

The Switchblade 600 has a maximum one way flight range of 50 miles/80km carrying a Javelin warhead.

7/
If the Russians cannot stop a pair of Ukrainian Hind Helicopter gunships from rocketing Belograd, Russia fuel tanks.

They won't be able to stop a Switchblade 600 loitering munition (AKA a propeller driven mini-cruise missile) from killing Russian train engines in places
8/
...most likely to cause a Russian "logistical heart attack" in terms of delivering the thousands of tons of artillery ammunition needed for the defense of the territory it currently has, let alone take more.

9/
That the Ukrainians have not started immediately pushing back to take advantage of this development, to try pushing out of Kherson and relieve Mariupol also tells us something.

Ukrainian logistics have been pushed past their own breaking point.

The damage Russia has
10/
...inflicted on the Ukrainian Military & infrastructure means they do not have some combination of the logistics, usable equipment or trained manpower for large scale mobile mechanized operations to free Mariupol out of Kherson.
11/
Ukraine's military has pulled the Russian Army's major offensive fangs.

What we are seeing in Donbas are Russian spoiling attacks from it's 'least attrited' BTG meant to inflict material attrition on the Ukrainian Army to extend the Ukrainian logistical pause needed for

12/
...major mobile operations.

The longer that pause, the more existing Russian troops can dig in to hold on to captured territory and the closer those June 2022 reinforcements will be for a major counter stroke against exhausted Ukrainian mobile forces.

13/
IOW, the Russians are playing for time to get a longer attritional phase to delay/reduce the scope of future Ukrainian mobile operations with Switchblade 600 support.

We shall soon see if this will be successful.

14/end

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More from @TrentTelenko

Jan 22
Stephen Blank has always had a clear US policy view of Russia:

"Moreover, Putin and his circle consistently advance two intertwined claims:

1. Ukraine is inherently Russian;

2. this war steps from NATO’s alleged attempt to turn

1/
euromaidanpress.com/2025/01/22/tru…
...its supposed vassal state Ukraine into a member against Russia’s will.

Though some self-proclaimed experts still peddle this nonsense, this war’s true purpose is unmistakable:

2/
...the restoration of the Russian empire, without which Putin’s power – and that of his likely successors – cannot persist."

I'll add the following:

The arrival & mass production of Chairman Xi's Corvus Mulberry barges (pictured below behind a Chinese car ferry⬇️)...

3/ Image
Read 7 tweets
Jan 20
400 Houthi aerial drones, cruise missiles and ballistic missiles were fired at/near USN ships since Oct 2023

120 SM-2 & 80 SM-6 missiles, 160 five-inch main guns rounds, plus a combined 20 Evolved Sea Sparrow and SM-3 missiles engaged them.

Drone War Cost Trades 🧵
1/ Image
Tyler Rogoway has reported the following missile costs:

SM-2 Block IIIC - $2,530,000 per missile.
SM-6 - $4,270,000 per missile.
Evolved Sea Sparrow Missile (ESSM) RIM-162 Block II - $1,490,000 per missile.
SM-3 -$12,510,000 for the Block IB, and $28,700,000 for the Block IIA
2/ Image
So:

120 SM-2 * $2.53 million = $303.6 million
80 SM-6 * $4.27 million = $341.6 million
12 ESSM (guess) = $17.88 million
6 SM-3 IB (guess) * $12.51 million = $75 million
2 SM-3 IIA (guess) * $28.7 million = $57.4 million

3/ Image
Image
Image
Read 16 tweets
Jan 17
The fire and forget millimeter wave (MMW) radar guidance AGM-114L "Hellfire Longbow" being referred in the War Zone post as "a new anti-drone armament" for the LCS actually ceased production in 2005 and reaches end of life in 2025.

1/
One of the reasons the AGM-114L was dropped from the US Army M-Shorad is the US Army didn't want to pay money to recertify the AGM-114L inventory...

2/
...with the AGM-179 Joint Air-to-Ground Missile (JAGM) equipped with dual-mode Semi-Active Laser (SAL) and millimeter wave (MMW) radar seeker just entering production.

3/
Read 6 tweets
Jan 16
It is a bad week to be Russia.

Qatar, one of the biggest LNG exporter, just announced it's new six MTPA (million tonnes per annum) nitrogen fertilizer plant.

The chemical process involved is natural gas->ammonia -> urea for a
1/
dohanews.co/qatar-set-to-b…
...vertically integrated facility.

This new Qatar facility means Middle Eastern fertilizer industrial plants have now displaced Russia on the world fertilizer market.

2/
This makes Russia falling out of the world Ag-sector fertilizer supply chain a non-event going forward.

The Qatari sheiks made a good move here to capture value up the supply chain from energy.

Plus, Urea and Ammonia store far better than liquified natural gas.

3/3
Read 4 tweets
Jan 15
I disagree with the thoughts in this post for multiple reasons.⬇️

1st, Ukraine made a systematic effort in Oct 2024 to take out multiple Russian alcohol distilleries.

So distilleries are on the AFU strategic bombing list.

1/
2nd, there are a lot of things that alcohol is a chemical feedstock for that Russia desperately needs to make.

I've talked about synthetic rubber for tires in another thread.


2/
A short list of Russian industrial alcohol uses include:

o It's used as an industrial solvent.
o It's used as a precursor for numerous plastics.
o It's used as a precursor for some explosives.

3/
Read 5 tweets
Jan 15
Ukraine struck another Russian alcohol plant?

I'm beginning to think the Russians have been using alcohol to make butadiene based synthetic rubber.

My WW2 US mobilization resources say grain produced alcohol was the primary chemical feedstock for the synthetic rubber

1/
...in US tires until August 1944.

The process was invented by a Russian, Via wikipedia:

"The Russian chemist Sergei Vasilyevich Lebedev was the first to polymerize butadiene in 1910....

2/
...In 1926 he invented a process for manufacturing butadiene from ethanol, and in 1928, developed a method for producing polybutadiene using sodium as a catalyst.

The government of the Soviet Union strove to use polybutadiene as an alternative to natural rubber ...

3/
Read 6 tweets

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