So I did some napkin math on possible upcoming RU supply problems in Kherson.
I based the supply need on @HN_Schlottman and his post about the needs of a BTG:
Assuming we have 15 BTGs in the Kherson area, plus additional units such as army/district/division level support etc.
According to Henrys info 17 Trucks of supplies are needed for a BTG per day.
I'm going to assume only 10 of the 15 BTGs operate at once. Some are going to be held in reserve
That gives us 170 Trucks needed per day.
I'm going to add an additional 50% to that for the "additional units". Plus perhaps civilian, medical supplies etc.
Now we are up to 225 trucks per day need.
The barges we have seen have been around 60 meters, I estimate they can load 10 vehicles on one of those.
20 min to load, 20 for offload, 2x20 for crossing the river at 1-2km/h.
This gives 80 min per roundtrip.
25.5 trips taking 1.33 hours is a total time of 34 hours or 17 hours with two barges.
This assumes everything works perfectly. But trust me, it wont.
Adding this up makes me thing they will need at least 2 locations for ferry activity and use at least 4 barges.
This is where they start getting in to trouble.
One accident will halt the operation for a long time, keep in mind, we are handling fuel and ammo.
Weather is another factor, rain will make the banks slippery, vehicles might get stuck, slip etc.
Wind will make the barges go slower and possibly hard to maneuver. They will create waves.
To avoid drones, they might want to operate at night this will increase turnaround times.
Those are all small problems compared to the AFU. To keep the barges moving, they will have to have trucks waiting to load, his will probably create queues. These are excellent targets.
Hitting a barge with HIMARS while it is half loaded with ammo will create interesting conditions for the docking location. Tons of unexploded ammo and fuel on a twisted and semi sunken barge combined with smoking drunk Russians. I'm gonna nope out of that one.
Conclusion: I think I might have lowballed the amount of supplies needed. But assume I overestimated the RU consumption and we reduce the supplies to half of what I came up with, they still have to run 2 barges for 8.5 hours per day.
This makes me think RuAF has a enormous mountain to climb. I simply do not think they will be able to sustain their troops in the Kherson region (west of Dnipro).
However, retreating poses a just as large problem if they want to keep any equipment
H/T @secretsqrl123 for ideas.
I did not account for the losses of the BTGs, and I'm not interested in discussing if they are operating as BTGs or not.
These barges does not look completely safe.
Yes this photo is not from Ukraine, its just from the internet.
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Ukrainian Drone hit the Deng Xiaoping Logistics Complex which is part of the Alabuga Special Economical Zone. The Alabuga SEZ is where they produce the Shahed drone.
The DXLC is a railway logistics center being built in partnership with China to support the fast growing Alabuga SEZ.
At the actual SEZ they are expanding at a rapid pace, they are building on site housing and/or office space for tens of thousands of employees. Their goal is likely to significantly scale up the production of drones.
The reason the confidence is low, is a lack of data. They simply dont have enough information to know yet. Desplite that, the US President proclaims complete destruction, an assesment likely based more on his whishes than any intelligence.
Furthermore, they are trying to supress any discussion about this and might actually prevent the DIA to do their job properly, they know a negative report will not be precieved well by the White House.
Hegseth also tells a story which does not align with reality. We have all seen the pictures. There isnt a mountain of rubble. Hegseth says he have seen it all, and i wonder if it was during his time as prison guard or if it was during his time as a instructor?
I have seen speculations about some of the HEU and centrifuges being moved to the new underground facilities (UGF) south west of Natanz main compound. I do not belive this is the case, I think the tunnel complex to the SW of the main facility is unfinished. Here is why
The main compound is secured by at least five layers of fencing and walls, with three checkpoints required to enter the facility.
Compare this to the new UGF complex to the SW.
Only two tunnels have extra fencing, the wall and fencing around it is incomplete. There are clear sings of construction work going in near the tunnel entrances.
A lot of people are asking what we see in this image.
The two orange circles show where the impacts were, 3 holes at each circle making it 6 in total. There is no other visible damage.
Image from @michaelh992