The state of the war in two stories today. Keep your eyes on reinforcements, because that will determine the course of the next few months. Russia is taking old equipment out of storage to send to Ukraine. news.yahoo.com/russia-redeplo…
Ukraine is getting completely new systems, better than anything it had in the war. Ukraine now has 90 percent of the howitzers that were promised by the USA, some of which are already in action.
If we step back and look at the trajectory of military power deployed in Ukraine there is one constant change. Ukraine is getting stronger in vital areas, getting more and in some cases much better equipment. Russia is getting weaker, and deploying weaker, less good equipment
Heavy artillery is maybe the best example. Ukraine had some at the start of the war, but it was considered to be significantly inferior to Russian artillery and lacking in some of the best types and without adequate counter battery radar. rusi.org/explore-our-re…
Even with losses, they will soon be much stronger than on February 24. As the above tweet shows they are already starting to deploy and will soon receive support from the US, Australia, France, Czechia, Holland, Estonia and Poland. For example see from this report
These descriptions come from this report. As it lays out, not only is Ukraine numerically getting stronger, they are getting some excellent systems such as the French Caesar and the Dutch Panzerhaubitze 2000 newlinesinstitute.org/ukraine/what-h…:
The Ukrainians are also getting some upgraded counter battery radar, including from the British. Summary, Ukraine will soon be fielding much more powerful, longer range, and more numerous artillery systems than it did on Feb 24.
Russia is getting weaker. We have excellent photographic confirmation of Russia having lost 59 towed artillery systems and 104 self-propelled systems. oryxspioenkop.com/2022/02/attack…
Real losses are much higher. Ukrainian claims to have destroyed 491 Russian artillery systems. Even if that is high, Russian artillery losses should can safely be calculated at well over 300 (halfway between Ukrainian claims and confirmed losses).
IOW, Russia has lost at least as many modern systems as Ukraine is going to receive from its allies. What is Russia reinforcing with--less good equipment from its own stocks. Its weaker in artillery and Ukraine is stronger
Situation in tanks is probably more extreme. Ukraine is almost certainly stronger now than at the start. Theyre in the process of receiving about 300 tanks from their allies, including approx 240 from Poland.
Theyve also captured so many workable Russian tanks, that estimates started to be made a few weeks ago that they now have more than Russia.
Russian tank losses, including some of their best, newest models, have been extreme, ranges between the 603 for which photographic proof exists and the 1077 Ukraine has claimed to destroyed. oryxspioenkop.com/2022/02/attack…
Splitting the difference between these two would be 840 Russian tanks destroyed. That is a catastrophic rate, equivalent to the component of 84 full strengh BTGs (remember Russia invaded with about 130 BTGs). What are the Russians making up these losses with--old stuff in storage
This kind of wastage difference, Ukraine becoming stronger and Russia weaker, stretches to other areas--UAVs (Ukraine getting switchblades, etc) Anti-Ship missiles, hand-held missiles, etc.
It could even be the case in soldiers. Ukraine has been reinforced by a few tens of thousands of foreign volunteers. Ive seen estimates of 20k-30k. cepa.org/too-late-for-r…
These include some special force veterans from some of the best trained militaries in the world. Such as these Israeli SF soldiers that arrived the other day.
We dont have a great estimate of Ukrainian casualties--but somewhere around 15-20k is probably not a bad estimate. Ukrainian government is saying 13k killed and wounded, so add 50% if you want. en.wikipedia.org/wiki/Casualtie…
Russian forces in Ukraine--definitely smaller than Feb 24. Number of BTGs down from 130 to 93. thats a 30% reduction in BTG numbers--but active soldiers are probably even higher than this. So Ukraine might have more soldiers or the same as Feb 24, Russia much weaker.
Thats why Russia will have to act soon to start changing this trajectory. Across the board they are weaker than Feb 24 and Ukraine is getting stronger.
Ukrainian Foreign Secretary @DmytroKuleba acknowledging tonight the value of getting all the new equipment from outside.

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More from @PhillipsPOBrien

May 6
Other than protecting Kharkiv and threatening Russian supplies heading into the Donbas, the really important thing about the Battle of Kharkiv is what it shows about Ukrainian military behaviour in comparison to what the Battle of the Donbas shows about the the Russian military.
What has Ukraine done around Kharkiv in the last few days. It seems to have set itself a clear objective (push the Russians away from the city to protect it and give options for future operations). What did they do?
They identified a weak part of the Russian lines (who were focussing on the Donbas). The collected appropriate forces for the operation. They waited til they were ready, and they methodically took all the right towns to achieve their objective.
Read 10 tweets
May 6
If you want to see what a grinding battle of attrition looks like, take a look at Ukrainian claimed Russian losses of tanks and APCs since the Battle of the Donbas started. Pretty steady when presented as two day totals. Image
We can assume Ukrainian losses, even though we have no detail on them from, are equally relentless. It’s a question of who can take them for longer.
Btw, Ukrainian estimates of Russian losses paint a pretty clear picture that any Russian offensive can’t last that much longer. Even if actual Russian losses are only 2/3 of those claimed, since Apr 18 the Russians would have lost 212 tanks (319 claimed) and 416 APC (625 claimed)
Read 6 tweets
May 6
Been wondering why the stories of US intelligence helping the Ukrainians target Russian generals and warships have been appearing, clearly based on information passed on from US intelligence sources. Here is the one about the US helping to sink the Moskva. nytimes.com/2022/05/05/us/…
The best explanation is in this story as well. Basically the leaks are deliberate US attempts to let Putin know that the ‘weight’ of the US and NATO are behind Ukraine. Iot, a deliberate warning to Russia not to escalate. Image
It’s certainly an escalation of a type by the Biden Administration, which indicates, one assumes, that they believe the Russians really are not likely to escalate themselves to tactical nukes. They are certainly giving Putin an argument to escalate were he so inclined.
Read 5 tweets
May 5
When this war is over, and Ukraine is a peaceful, democratic state in the European Union, people are going to look back at the last four months and be shocked at how so many people in Europe and North America denied Ukraine any agency for such a long time.
We’ve heard what Russia wants. What Putin must have. What we need to do now once Ukraine will be conquered. Or more recently that Ukraine must accept a bad peace, that Ukraine must cede this and give up that.
The great lesson of this war so far destroys all these analyses. Ukraine gets to decide Ukraine’s future because it choose to fight for itself and is winning the war. Maybe we should start talking about what Ukraine wants.
Read 6 tweets
May 5
Battle of the Donbas is almost stuck is aspic for the Russians. Here are the @isw maps from last night and April 26 (9 days earlier). If you have a magnifying glass you can see a Russian drive just to the east of Lyman. ImageImage
And yet, this and the Izyum drive are still supposed to be the main effort of the Russian Army. The Pentagon briefing yesterday started with this description of the attempt to take Lyman. (whole transcript link) defense.gov/News/Transcrip… Image
This effort is getting the vast majority of Russian airpower as well (with Mariupol). The ridiculous @nytimes story on Putin showing restraint in not attacking Ukrainian logistics misses out that Russian attacks have kept at a steady pace from the air.
Read 20 tweets
May 4
Really interesting to see the Ukrainian armed forces make a public statement that they are using management studies in assembling their overall structure. (English translation). My guess is that management studies could be used more widely going forward in strategic studies.
Was part of an interdisciplinary team of management studies and strategic studies scholars at @univofstandrews who did some exploratory work on the subject and published this article in the @jststs tandfonline.com/doi/full/10.10…
One of the arguments was that those relying on a more military outlook can simplify things and make military operations seem a better and simpler choice, when they are not. My guess is that the Russian armed forces are not nearly so reflexive. @DefenceU are really impressive.
Read 4 tweets

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