Alright folks, let's strap in for the most important logistical thread🧵of the Russo-Ukrainian War.
This thread is about how much artillery ammunition the Russian Army has left over from the Cold War and what shape it is in.
It's going to be a ride. 1/
Lets start with what is know open source and the perils of Russian daily shell counts.
The Covert Cabal channel did an estimate of 10K shells a day and quoted a RUSI document saying 7,176 shells a day.
2/ How Many Artillery Shells Does Russia Have Left?
Individual day shellfire rates vary a lot, & in early June, Ukraine was on the wrong end of a 45K to 1K or 2K shell ratio in Donbas per General Zaluzhny (Commander-in-Chief of the Armed Forces of Ukraine - UNIAN)
And the ability of the NASA FIRMS sensor to accurately track shellfire was handicapped in Ukraine both by natural wildfires it is designed to track in the summer & Pres. Zelensky ordering flooding north of Kyiv during the Rasputitsa.
Perun's channel also took a stab at the subject and I'm going to post some of his slides because they explain a lot of the granular numbers & issues involved.
See:
"Outgunned" - Artillery & The War in Ukraine - Developments, lessons, & logistics 5/
The biggest issues that Perun fleshed out were the issues of Russian artillery barrel life and a general lack of ability to replace barrels liners compared to 1991.
Just like most nations lack enough tires & artillery shells (Russia excepted) before a war. 6/
Every nation lacks enough facilities to rebore artillery barrels at anything approaching their wearing out rate.
The newest M777A2 155mm gun lasts 4,000 effective full charges.
(M777 barrel rifled bore in photo below) 7/
Older M777 and newer Russian guns last 2,000 rounds.
According to Perun, older Soviet guns vary from 1000 to 1,500 EFC for their lifetime.
And no one knows how many EFC Russian frontline or "reserve" barrels had through them before the latest Russian invasion kicked off.
8/
The Russians shooting 45,000 shells in a day means 22 and a half new guns are burned out at 2,000 EFC a barrel.
Suppose instead the average EFC rate left on available Russian barrels was 1,000.
That means 45 barrels are shot out.
9/
Nadin Brzezinski's article in medium-dot- com says the following on that score:
"“The barrels wear out quickly, faster than the factory parameters, because either the steel is worthless, or they are made with a violation of technology.
...There is almost nothing to replace them now, because there are few new trunks. Near Lisichansk and Severodonetsk, at some point, one of the three guns worked for us. And it looks like it will get worse in the future,” says the Russian artilleryman."
10/
This Russian artilleryman concern over sub-production standard barrels may explain some of the visuals we are seeing of exploded Russian guns in Ukraine.
The Russians shooting 45,000 shells in a day means 22 and a half new guns are burned out at 2,000 EFC a barrel.
Suppose instead the average EFC rate left on available Russian barrels was 1,000.
That means 45 barrels are shot out...in a day.
12/
One of the Cold War 'gray beards' I correspond with mentioned that a lot of the cited Russian 'strategic reserve' of military kit is mythological as they burned out barrel liners on tens of thousands of tank guns and artillery pieces during the Chechen wars and ended up with
13/
...massive yards full of derelict armour and guns needing deep overhauls. Gun barrels were only part of this, there were lots of burned out engines, transmissions and wrecked suspensions.
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So, what has all of this to do with Russian artillery ammunition storage?
In a word, context.
It turns out there are online open resources that give the world snapshots of the Soviet Union June 1989 & Russian 2013 ammunition storage and how badly degraded they are.
15/
1st is this:
APPROVED FOR RELEASE
HISTORICAL COLLECTION DIVISION HR70-14
DATE: 07-18-2012
Warsaw Pact Ammunition Logistics in the Western Theater: Sustainability for Offensive Operations
An Intelligence Assessment
Top Secret
SOV 89-10057CX
June 1989
The Western TMO Post-1989 territory missing from USSR vs current Russian storage capacity list (3 Million MT)
Warsaw Pact nations
Albania
Bulgaria
Czechoslovakia
East Germany
Hungary
Poland
Romania
Ex-USSR
Moldova
Estonia
Latvia
Lithuania
Ukraine
19/
USSR Southern TMO Post-1989 territory missing from current Russian storage capacity list (1 Million Mt)
Ex-USSR
Armenia
Georgia
Azerbaijan
20/
USSR Far Eastern TMO Post-1989 territory missing from current storage capacity list (2 Million Mt)
Ex-USSR
Kazakhstan
Kyrgyzstan
Tajikistan
Uzbekistan
Turkmenistan
21/
Just eyeballing the lists of states & independent territories missing from the 1989 Eastern bloc, about 3 million tons of USSR Artillery ammunition storage capacity is missing from the current Russian borders.
That is still a huge capacity and is twice what the USA had in
22/
...1990 per General Gus Pagonis's memoir that was called "Moving Mountains: Lessons in Leadership and Logistics from the Gulf War"
He mentioned 1.6 million short tons of artillery ammo, of which he moved 600K tons to
So in March 2013 Nikolay Parshin, the Head of the Main Missile and Artillery Directorate of the Defence Ministry, announced a program to build 500 climate controlled concrete 26/ rostechnologiesblog.wordpress.com/2013/03/27/rus…
...bunkers to store 3.6 million tons of Russian ammunition, with 2.16 million tons to be disposed in 2013.
None of this happened.
All the money and materials were stolen and depot kept exploding. 27/ bbc.com/news/world-eur…
As a part of the US State Department effort to deal with these 'death depots' surveys of ex-Soviet Stocks were looked at:
Significant Surpluses:
Weapons and Ammunition
Stockpiles in South-east Europe
Pierre Gobinet 28/ files.ethz.ch/isn/142869/SAS…
And the American Defense Threat Reduction Agency (DTRA) established hazard criteria for Soviet and other ammunition world wide:
29/
I've seen these criteria in my old DCMA job since by agency was charged with administering ammunition decommissioning contracts.
DTRA did it's job better, regards knowing the condition of Soviet ammo, than any other agency in the US National Security establishment.
30/
I mentioned DTRA's work because that 2.16 million tons of Russian ammunition to be destroyed in 2013 - and never was - were all of the worst DTRA ammunition category.
And, BTW, that 3.6 million tons of 2013 Russian ammunition was for every service under the Russian MoD,
31/
...Army, Navy, Aerospace Force (VKS) and Strategic Rocket Forces.
And 2.16 out of 3.6 million represents 60% of all Russian ammo for every service being too dangerous for Russians to use.
That was 9 years ago.
32/
A lot of the other 40% of all Russian MoD ammo has aged to over 20 years, and Russia has fought a seven year artillery heavy war in Syria using up a lot of that stockpile.
Estimate of how much artillery ammunition used to destroy Syrian cities in that time are huge.
33/
Since strategypage.com stated that Syria had ~750 mostly worn out 122mm guns when Russia intervened in 2015.
A thousand shells fired per gun per year put that at 5,250,000 122mm shells in seven years.
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Russian's package two 122mm shells in a box weighing ~85 kg.
5,250,000 122mm shells is ~223,125 tons of packaged artillery ammunition for a Syrian 122mm gun park firing a little over three shells a day.
35/
We have no clue - open source - as to how much artillery Russia provided to fight in Syria.
Nor do we know how much Russian ammo blew up before the latest Russian invasion kicked off.
The various error bars I've played with run from Russia had enough artillery ammo for
36/
...another year to Russia ran out already.
For senior Russian military officers, Ukraine's @HIMARStime has been a blessing in helping cover up the extent of their corruption in building & maintaining the Russian artillery arm.
37/
My gut feeling here - which is all I have because the available data simply won't confess - Russia has enough artillery ammunition for this war.
It won't be able to used what is left, nor be able to replace it.
38/
And Russia without artillery shells for its Army isn't a great power
"Oil revenue collapsed to roughly 5% of the national budget, down from 32% the prior year. Taxes increased over 60%. Food prices climbed at least 50%. ATMs across major cities are running out of cash."
Since Clausewitz, the West recognized "war as an extension of politics."
The corollary of that is "politics is an extension of money."
Iran doesn't have any money, thanks to hyper-inflation and now an 84% reduction in oil revenue.
2/
The failed January 2026 Iranian uprising kicked off because hyperinflation caused massive food insecurity that required the mass murder of 30,000 (+) Iranian protestors to suppress.
The 12-day war and the current one have made Iranian hyper-inflation far worse.
3/
The Chief of Air Staff RAAF 12 months ago gave a lecture trashing HAS as a bad idea and how "dispersal is better."
Dispersal didn't help USAF E-3G's in Saudi Arabia because they had nowhere to disperse too.
Places like Italy are politically off limits. 2/
The RAAF CoS appeared to believe that every HAS was like the cheapest Iraqi HAS that we could crack with a single BLU-109/B, not the serious HAS needing multiple BLU-109/B down the same hole.
All of China's HAS built since 1991 are of the 2nd variety or are 'super-hardened' deep tunnels.
War is a question of interests, not legality. Iran with, it's support of the October 7th attack, kicked off an existential war with Israel for the latter to prevent Iran from getting the A-bomb.
Israel won't survive as a nation after three Hiroshima class nukes...
- riding ballistic warheads in a saturation missile attack - slam into its major cities.
The Trump Administration agreed with Israel on Iranian nukes both in the 12-day war and with the current war.
2/
The Iranian use of a space launcher as an ICBM against Diego Garcia made the current Iran war an existential one for the USA, given the EMP threat Iran represents to the unhardened American power grid.
Imagine the population of the American west - especially Las Vegas! -
3/
Anyone claiming Iran will survive long term without explaining how Iran recovers from currency hyperinflation IN THE MIDDLE OF A WAR marks themselves as incompetent yo-yo's.
Hand waving, "They will use ForEx from oil and barter instead of the rial" is ignoring what happened during January 2026.
I dare anyone to do a word search at that link for the text strings "hyperinflation," "Rial" or "foreign exchange."
None are present.
2/
The Iran questions at hand are as follows: 1. Will the Regime fall via a controlled air campaign driven collapse, or 2. After a protracted Syria style civil war with 6 or 7 figure #'s murdered by IRGC thugs, & 3. Will Iran destroy the Gulf's power & H2O supply while dying?
3/3
The Mullah Regime of Iran is in very deep trouble. Any critical thinker can see that.
What I find remarkable is how many people who should know better are so blinded by their hostility to Netanyahu and Trump that they ignore the military context and the domestic context inside Iran.
1/
The outcome of this war was decided before it began. The January 2026 uprisings occurred because the Iranian currency had collapsed and the economy was collapsing.
This was due to a massive increase in American economic warfare starting right at the beginning of the second Trump administration. Inflation was over 100% a year in January 2026.
2/
The war has made this much worse. Hyper-inflation has now set in and that has only one ending. IMO Iran’s economy and mullah regime will totally collapse in 4-5 months, even if the war ends immediately.
Even if oil exports last until then, hyperinflation means the oil industry workers will go out on strike and the regime protection forces must seek other jobs to feed their families. The latter has already started to happen.
3/
Nothing says hyperinflation like a ten million currency unit banknote.
The US and Western nations need to be three weeks into planning for relief and stability operations to prevent mass starvation in Iran after the Mullah Regime goes down.
The horrid impending humanitarian disaster reality for Iran is the current regime is a dead man walking because of hyperinflation.
Iran lacks the administrative ability to replace the current hyperinflated currency in the traditional manner...
2/
...of a three day closing of the banks and handing out new note for old.
In addition, the close down of the internet for security reasons combined with the striking of Iranian bank data centers means there are no operable credit or debit cards.
3/