Trent Telenko Profile picture
May 14, 2022 30 tweets 7 min read Read on X
This thread🧵 will be my Ukraine War overview.

Russia is losing 2/3 of a battalion combat group of equipment a day and we are into day 79.

That's over 52.6 full battalion equipment sets out of the 120 initially sent into Ukraine & ~180 over all in the Russian Ground Forces

1/
IOW, 43% of the total committed Russian mechanized combat vehicle fleet and likely the best 29% of the total Russian combat vehicle fleet have been destroyed or captured.

Percentage casualty rate wise, this is the institutional equivalent of the III Armored Corps in Ft Hood
2/ ImageImageImage
... Texas catching a high yield tac-nuke for the US Army.

Per the Oryx visual compilations, Ukraine is losing one vehicle destroyed or captured for every 3.5 Russian vehicles.

If the current Ukrainian casualty rates match the 2014-2015 fighting.

3/
Ukraine is taking about one casualty for between 5 & 7 Russian casualties right now.

The Ukrainian diaspora email list I participated in carefully collated Ukraine versus Russian casualties in the 2014-2015 period of Donbas fighting.
4/
The aggregate Ukraine vs Russia losses in 2014-2015 were:

AFU Losses in total: ~3,000 "KIA";
AFU Non-Combat Losses: 1,294;
AFU Combat Losses: ~2,000 KIA;
Russian Combat Losses: ~15,000 KIA;

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This yields two kill ratios:

Aggregate Kill Ratio: ~5:1 counting all AFU losses;

Combat Kill Ratio: ~7.3:1 counting only AFU losses due to Enemy Action;

Note: "AFU" is Armed Forces Ukraine
6/
An unknown are the claimed ~800 Ukrainian MIAs. If those men are counted as KIAs, it pushes that kill ratio number for the AFU down.

Suffice it to say I expected Ukraine to do far, far, better than most defense analysts when this latest round of fighting kicked off.🤷

7/
Chief Military Prosecutor of the AFU, Gen Matios stated in this article:

Shocking statistics of non-battle casualties of Ukraine's army
web.archive.org/web/2016081515…
6/
Chief Military Prosecutor of the AFU, Gen Matios stated in this article:

Shocking statistics of non-battle casualties of Ukraine's army
web.archive.org/web/2016081515…
8/
An unknown are the claimed ~800 Ukrainian MIAs. If those men are counted as KIAs, it pushes that kill ratio number for the AFU down.

Suffice it to say I expected Ukraine to do far, far, better than most defense analysts when this latest round of fighting kicked off.🤷

7/
Chief Military Prosecutor of the AFU, Gen Matios stated in this article:

Shocking statistics of non-battle casualties of Ukraine's army
web.archive.org/web/2016081515…
8/
...that the single largest cause of AFU non-combat losses was lethal medical conditions, resulting from inadequate medical screening of personnel who were being called up during the conscription campaign, that covered men of up to 45 years of age.

9/
As the list-admin observed at the time:

"1. Russians are accustomed to taking heavy combat losses and the political blowback is much smaller than would be seen in any Western nation;

2.The high combat loss rates deplete the aggregated experience pool in the Russian military
10/
... dumbing it down, and making it more likely to take foolish risks, and offer bad assessments to the nation's political leaders;

The realities of (1) & (2) have been observed repeatedly in the Ukrainian war, and given the losses sustained in middle ranking and junior
11/
...officers in the campaign, the propensity to blind optimism and the tendency to starting fights that sane people would not start will obviously continue for decades.

The punchline is that the culture of yes men surrounding the leader, the general insensitivity to combat...
12/
...losses, and the depletion of talent and expertise will make the Russians prone to starting fights they cannot win for the foreseeable future.

Put differently, the Ukrainian war has made the Russians much more dangerous than they were before this war."
13/
The previous passage was why I was stating Twitter in January & early February 2022 that the Russians really were going to go for a full regime change invasion.

The reason I didn't surface any of this then was Russian disinformation had so overrun Western government policy
14/
...makers, the ranks of senior intelligence officials, and corporate media that anyone mentioning it without months of videos showing incompetent Russian military performance versus superb Ukrainian combat tactics would be labeled a flipped out kook.

15/
The applicable proverbs which applied while I waited to surface this:

"There are none so blind as those who do not wish to see."

"There none so deaf as those who do not wish to hear."

16/
Simply _No One_ wanted to see or hear that the Russian Military is really a uniformed version of the movie "Idiocracy."

25,000 dead Russian soldiers still isn't enough for many of them right now.

"Directed Cognition" does that.

17/
For the rest of you, we have this BBC screaming headline:

Ukraine entering new phase of war, defence minister says - BBC
bbc.com/news/live/worl…
18/
Ukraine is going for a one million citizen military mobilization.

The six years of Dombas fighting conscript classes plus prewar Ukrainian military is ~650,000 right there.

Add in the mobilizing territorials, & yeah, one million Ukrainians under arms are here by 30 June.
19/
These Ukrainian reinforcements include the six conscript classes who fought in Donbas in 2016-2021.

That is, the Ukrainians are calling combat veterans back to the colors fighting in the same areas that they served six to nine months of combat in, working with NCO's
20/
...who are already fighting there.

Russian conscripts present in Ukraine & being called up are barely trained greenhorns with no NCO's to speak of.

Effectively, 100 Ukrainians are generating the same combat power as 300 Russian troops.
21/
And this combat effectiveness value ratio is increasingly in Ukraine's favor over time.

As the Russians lose more and more of their best soldiers & vehicles.

Their greenhorn replacements die faster & kill fewer Ukrainians.

22/
The Russian offensives at Izyum and Severodonietsk failing beyond recovery is confirmation that my prediction of the Russian tactical truck fleet collapsing right now is close to the mark.

Russia has lost the ability to do more than a single push out of the Donbas, and then
23/
... only with civilian trucks.

We are in the beginnings of a Russian Lanchester square law curve collapse.
24/
Like Japanese airpower in WW2's Pacific theater. There is no easy way to analytically predict when that sort of collapse happens.

I've publicly stated on Chicago Talk Radio that the end of June is when the trend lines say the Russian Army falls apart.

25/
Ukrainian J2 MGen Budanov was just interviewed & predicting the Russians will break in August.

Kyiv, in the first week of the war, called out for all Ukrainians anywhere with any military experience to come home and fight.

26/
Ukrainians are returning from all over English speaking world. This is a enormous pool of manpower with diverse skills.

Whatever else you want to say, in the manpower game. Russia has lost absolutely.

27/End

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More from @TrentTelenko

Jan 19
Untrue⬇️

If the target of a US "rapid strike" was either the Kharg Island oil export facility or Iran's banking/financial system with a combination of explosives and non-nuclear electromagnetic pulse munitions, the Mullahs will fall.

COA🧵 Image
This post is typical of analytical thinking regarding strikes on Iran.

Note the complete lack of either Kharg island or the Iranian financial system on the list.

Regime Security Force as a distinct target set that needs a payroll is missing.

2/
There are two real courses of action (COA) for an American air campaign if Regime Change is the goal.

The Schwerpunkt - political center of gravity - of the Mullah regime is its ability to pay for the use Regime Security Forces & foreign hired mercenaries.

3/ Image
Read 8 tweets
Jan 18
This is one of the 3 major strategic mistakes of the Zelenskyy Government.⬇️

Putin has shown better, more consistent, and more effective leadership in the strategic bombing of Ukrainian electrical infrastructure than Zelinskyy has in striking Russia's railways.

1/
Russia remains uniquely vulnerable to a focused drone strike campaign on it's electrical railway traction step down transformers.

Zelenskyy's leadership not only ignored hitting that unique Russian vulnerability since Feb. 2022.

See the figure below⬇️

2/ Image
To give you an idea of the abject political-military failure of the Zelenskyy government in this regard one has to look at the industrial supply chain for those traction substations.

The Soviet Union had two major transformer factories: Tolyatti and Zaporozhye.

3/
Read 8 tweets
Jan 16
This is a useful survey as far as it goes...but it is missing the key factor in the Iranian Revolution.

That is, _Food_Insecurity_.

Food insecurity is as much a cause of the Iranian Revolution as Regime hatred.

Iranian Revolution Food Insecurity🧵
1/
The predominant effect of a 1.4 million rial to the dollar hyperinflation combined with Regime Security Force public lockdown is the Iranian lower class has been set up to starve.

The lower class cannot go to work to get money to buy food.


2/
Nor can Iran's lower class budget the money it has to plan what food it can buy week to week because of inflation.

Iran's hyperinflation has gone on long enough that the Iranian lower class has traded everything it can barter, already, for food.



3/ Image
Read 5 tweets
Jan 14
We really need to talk about the huge opportunity that Mullah financial corruption has given the Trump Administration to crash Iran's financial system with E-bombs, AKA non-nuclear electromagnetic pulse.

Wiping the financial records of failing Mullah banks in a revolution...

1/ Image
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...makes them very difficult to restore.

And surfacing those back up records makes them vulnerable to follow up E-bomb strikes.

Plus, how are the IRGC & Basij going to get paid?

2/
No one in their right mind thinks the IRGC & Basij will work for free, fighting a revolution without pay.

Mullah controlled bank electronics are needed to meet payroll.

The old USAF ALCM cruise missile was outfitted with the "CHAMP" E-Bomb for zorching enemy electronics.

3/ Image
Read 10 tweets
Jan 12
If you haven't read the substack article linked below, do so immediately and consider this:

When you stack secure & uninterrupted digital text communications to Mullah Regime corruption and currency hyperinflation...

...the Mullah Regime is doomed. It's a matter of when, not if.

1/
What jumped out for me about @shanaka86 substack article was the implications of secure digital text communications for the Maoist model of Revolutionary warfare.

See the @grok summary of Mao's 4-level revolutionary model below. ⬇️

2/ Image
Maoist Level 1 & 2 warfare has never had the secure digital text communications Starlink provides.

This means a whole heck of a lot and shoots decades of counter-insurgency doctrine about controlling/blocking guerilla communications in the head.

3/ Image
Read 14 tweets
Jan 10
Okay folks, we have to say at this point what is driving the uprising in Iran isn't the strength of the protests.

It is the WEAKNESS OF THE IRANIAN STATE. Basij commander Shoushtari's killing is the neon sign of Mullah-ocracy weakness. It had to be an inside job, reasons.

This means we need to talk about Russia's LAST PLANE OUT OF TEHRAN. 🧵
1/Image
Just as US military evacuations of Saigon and Kabul required securing the embassy & airport for evacuation.

Perhaps as soon as 48 hours from now, the Russian VDV will have to secure the Tehran airport to evacuate not only Iranian Mullah gold, but lots of Russian intel & technical experts.
2/Image
The Fall of Kabul made clear you not only need marines for ground security.

You also needed a USAF operation/maintenance squadron (-) for loading, refueling and operating air traffic control as you can't count on the locals to run the airport as the security situation collapses.
3/Image
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Read 9 tweets

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