Michael Bond Profile picture
Apr 11 24 tweets 11 min read
Thread 🧵consolidating updates from April 3 – April 10 on the large scale unit repositioning and resupply efforts ongoing in Ukraine. This thread will be incorporated into my primary thread on combat losses, which will be linked at the bottom once complete
Combat Strength
On March 25 US estimated Russia retained 85-90% combat strength


On April 8 this was updated to an estimate that Russia retains 80-85% combat strength
Of an estimated 120 Battalion Tactical Groups (BTGs) committed by Russia to the invasion, it is believed they have withdrawn 40 BTGs

Another estimate suggests that 80 of 130 BTGs remain within Ukraine
It is believed by western military officials that 29 BTGs were rendered combat ineffective

Some of those units are believed to have taken up to 30% manpower losses
The current estimate of forces within the Donbas region is 30 BTGs with 24,000+ personnel


It is expected that the Russian concentration in the Donbas will increase significantly with dozens of BTGs
A recent overview of Russian resources was published April 9, and was highly critical of Russian capability, suggesting months would be needed to reconstitute units that had suffered significant losses
understandingwar.org/backgrounder/r…
However, some experts have expressed doubt about the degree of certainty that can be assigned to such assessments. See @konrad_muzyka


and @kofmanmichael
Repositioning
US defense officials have said that they expect Russia wants to move quickly at refitting units

British intelligence believes it could take as much as three to four weeks before Russia’s forces are effective again
thetimes.co.uk/article/uk-to-…
Western officials believe there are still bottlenecks limiting the speed with which Russia is repositioning its forces


One example is a long convoy of up to 400 vehicles that is entering eastern Ukraine along a single road
Captured Equipment
It was recently noted by the leading OSINT observer that equipment captured by Ukraine from Russia has now exceeded 1000 units
While there is not enough certainty around captured equipment to incorporate it into the force estimates at this time, there are increasing signs that captured equipment will be useful
BTR back in use
Repair
The ability to repair damaged heavy equipment has been reduced on the Ukrainian side by heavy damage to the tank factory in Kharkiv and missile attacks on the factory in Lviv

However, the Ukrainians have found new techniques to repair heavy equipment
New Equipment for Ukraine
As the nature of the war is expected to change to have a greater emphasis on larger scale unit engagements, recent reporting has highlighted the successes of Ukraine’s more heavily equipped mechanized and tank units
forbes.com/sites/davidaxe…
Therefore, there have been increasing calls for the donation of heavy equipment from nations supporting Ukraine. Dozens of T-72 tanks and some number of BMP-1s are being supplied by the Czech Republic
The UK has announced it will be sending 120 units of various armored vehicles

Australia has announced it will be sending 20 Bushmaster armored vehicles
There are unconfirmed reports that Poland may be willing to supply tanks to Ukraine as well


Ukraine is reported to be negotiating with Slovakia for artillery
Ukraine is reported to be in discussions to obtain armoured vehicles either from Germany or from the German manufacturer Rheinmetal
It has been confirmed that Javelin ATGMs can be manufactured at a rate of 6,000 per year


A pentagon official has stated that it takes 4 days to ship weapons to near Ukraine’s borders and 1-2 days to distribute in the country
However, all of this new supply has resulted in pushback from Russia
Training of Ukrainian personnel
Ukrainians training in the US on switchblade systems


Lithuania planning to start training Ukrainian on use of western weapons systems
Latest update on evaluated combat strength from a BBC reporter

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More from @HelloMrBond

Apr 11
Ukraine: Personnel 6/
RU claim
30,500* (14,000; 16,000; 500 POW)(KIA; wounded; POW)
30,500/196,600 = 15.5%  
*not updated since Mar 25
 
My evaluation is 4,500 Ukrainian KIA and 3x that wounded
OS 18,500 (4,500; x3=13,500; 500(per RU)) (KIA; wounded; POW)
18,500/196,600 = 9.4%
Ukraine: Aircraft 
RU claim 127/125 = 100+%
OS Photo 15/125 = 12%  
OS Expert* 70/125 = 56%
*‘roughly 55 fighter jets’, quoting Dave Deptula, of the Mitchell Institute for Aerospace Studies  nytimes.com/2022/03/22/wor…
IISS states 125 combat capable jets, implying a loss of 70 jets
Helicopters
Note that the OS percentage loss of Russian helicopters has actually declined since last week. This appears to be due to a reclassification of certain losses by the OSINT analysis source that I rely on
Read 10 tweets
Apr 11
April 10 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
Read 47 tweets
Apr 5
Three experts recently made different predictions for how the Russian war in Ukraine would proceed in the south east.

See the arguments of @KofmanMichael, @MarkHertling and @Podolyak_M linked below before letting us know what you think is most likely
Slow assault, with envelopment unlikely
Read 5 tweets
Apr 4
A few legislative initiatives from around the world to seize assets in connection with #sanctions on #Russia and transfer them to #Ukraine directly or Ukrainian focused charities

US
forbes.com/sites/jonathan…

Canada
nationalpost.com/news/politics/…

UK considering
theguardian.com/world/2022/mar…
The Ukrainian central bank is making the argument for reparations from frozen Russian foreign currency reserves

bbc.com/news/business-…
More broadly, there is some precedent in international law. Here are some overviews and recent decisions. This is obviously not comprehensive

Red Cross
icrc.org/en/doc/assets/…

International Court of Justice
icj.org/wp-content/upl…

Academic overview
corteidh.or.cr/tablas/r31595.…
Read 5 tweets
Apr 4
April 3 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
Read 49 tweets
Apr 3
Three global political developments today affecting/affected by Russia invading Ukraine

Hungarian election April 3

French polling is unexpectedly close

Pakistan parliament dissolved after Khan argues attempts to remove him are a US backed plot

Notes below
#Hungary’s Prime Minister Viktor Orban is seeking re-election today. #Ukraine’s Zelensky has been very critical of Orban’s failure to support Ukraine, including by refusing use of Hungarian airspace for military aid to Ukraine



There are concerns that if Le Pen defeats Macron in the April 10 election, France would not remain as involved in support for Ukraine. Polling has recently narrowed the gap in support

Read 5 tweets

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