Shashank Joshi Profile picture
Sep 14 17 tweets 4 min read
🧵Western official: "Ukraine has broken through on the Kharkiv sector It's too early to say whether this is a turning point in the war, but it's a moment which has power in terms of both operations, logistics and psychology... Ukraine has demonstrated impressive operational art."
Western official: "Russian forces are likely in the process of withdrawing from the whole of the occupied northern Kharkiv Oblast, an area of up to 10,000 sq kilometres...approaching half the size of Wales." (Comparators so far: Cyprus, two Greater Londons, three Rhode Islands)
"There's an ongoing debate about the nature of the Russian drawdown...it's likely in strict military terms this was a withdrawal, ordered & sanctioned by the General Staff,, rather than an outright collapse of troops ordered to stay put". But some L/DNR "fled in apparent panic"
Western official: "Russia is highly likely now attempting to consolidate a new defensive line east of the Oskil River...Svatove looks to be a key location in the new combat zones...It sits on one of the few major roads with which Russia can still supply its troops from Belgorod"
Western official: "We've also been following claim of a Russian general being taken prisoner during the...offensive. We can't confirm if this video footage is indeed Col-Gen Andrei Sychevoi". But "if it is", more likely he was in charge of Army formation v western group of forces
Western official says they can't confirm Ukrainian claims that commander of western group of forces has been fired and replaced w/ Aleksandr Lapin in a unified command. But "this would continue trajectory we previously observed—low tolerance for failure amongst general officers"
Western official: Aleksandr Lapin and Gen. Sergei Surovikin "are emerging as the two central field commanders who are likely to be central to Russia's battlefield fortunes"
Western official: "it's always been the case that in the Kherson region...the force ratio has been very finely balanced...In the South...they are able to move with agility, from the Russian side, to block advances. In Kharkiv oblast they've been unable to do that."
Western official: "as the nature of their campaign changes, there'll be subtle changes in the training need". Points to fact that Ukrainians will encounter more fortifications including minefields, will have to bridge the Oskil at scale, and will do all this in contested airspace
Western official: "In terms of numbers...we are still saying 'over 20,000 killed' & normal ratio three to one, in terms of wounded. So I think you will have heard people talking about 80,000 killed and wounded—that's that feels right...we've got some confidence in these figures"
Western official on nuclear risks: "there is growing pressure w/in the Russian system. Critical issue is does this get to tipping point?...Is it so threatening it threatens territorial Russia or regime or Putin personally? At this point in time, I don't think that's the case."
Western official: "Everyone is reaching straight for tactical nuclear weapons in discussions. What we saw when Russia was was struggling with [Kharkiv] we saw the next day the Russians escalate...by firing precision missiles to take out energy...there are other escalation routes"
Western official: Ukraine "far more inventive and experimental...it's much more mission command and ...devolved activity taking place that shortens decision-making cycles and allows for greater responsiveness on the battlefield. That is proving extremely effective."
Western official on Russia's dysfunctional command: "for some decisions, they are still reverting all the way back to Moscow. And back to the front line, which speaks to a lack of agility." (on which note, see my recent review, below, of @LawDavF's book economist.com/culture/2022/0…)
Western official on Ukrainian reserves: "I don't want to speak too much about the Ukr reserves for obvious reasons, except to say they are making choices about what to reinforce and they do have some elements held in in reserve..like the Russias, they are posed with a dilemma"
Western official on Russian forces on Kherson: "we still think about 10,000 Russian troops on the west bank. Morale is low, they are fragmented and they are struggling to move forces across the river. Obviously, the Ukrainians are targeting their bridging and making it unusable"
Apologies, this should say *20,000* Russian troops on the Kherson west bank. My mistake.

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More from @shashj

Sep 15
I was struck by @Gottemoeller remark on Tues that Russia could "strike back now in really unpredictable ways" incl tactical nuclear weapons. It's unknowable, but I'm less worried. TNWs wouldn't necessarily halt Ukr advances & could induce NATO intervention economist.com/the-economist-…
I'd also note this point, below, that Russia has many non-nuclear options for escalation (though none of them necessarily effective). The harder question to answer is whether and when defeat in Ukraine comes to be interpreted as a threat to regime survival
A few other useful pieces. @OlyaOliker in March. "If Russia were to detonate nuclear weapons as part of the invasion, it would run counter to the state’s official doctrine and Vladimir Putin’s stated nuclear plans." foreignaffairs.com/articles/ukrai…
Read 19 tweets
Sep 13
“ Ukrainian military devised a plan to launch a broad assault across the south to reclaim Kherson and cut off Mariupol from the…the east. The Ukrainian generals and American officials believed that such a large-scale attack would incur immense casualties” nytimes.com/2022/09/13/us/…
“Together Britain, the United States and Ukraine conducted an assessment of the new plan, trying to war game it once more. This time officials from the three countries agreed it would work — and give Mr. Zelensky what he wanted: a big, clear victory” nytimes.com/2022/09/13/us/…
“The Kherson attack was never a feint or a diversion, according to people briefed on the plan. And it has succeeded in forcing Moscow to delay sham votes on whether parts of the Kherson region want to join Russia. But, as expected, the counteroffensive is moving more slowly”
Read 4 tweets
Sep 10
🧵 Some highlights of a podcast of Michael Kofman in conversation with Dmitri Alperovitch today, discussing Ukraine's spectacular Kharkiv offensive: twitter.com/i/spaces/1nAKE…
Kofman: "two main blunders...massive military intel. failure because they clearly didn't see this build up & didn't react to it. And secondarily...the Russian military had still been trying to push largely unsuccessfully, against the Ukrainian defensive line east of Kramatorsk"
Kofman says he was sceptical Russia could've taken Kramatorsk. But offensive "basically now alleviates much of the pressure on this part of the Donbas and it will essentially put Russian forces on the defensive, at least for the foreseeable future, going into the winter"
Read 19 tweets
Sep 10
Ukraine has recaptured more territory in three days than Russia did between April and June, estimates @konrad_muzyka. Incredible given the heavy casualties that Russia incurred for those relatively meagre gains in the Donbas over the summer.
And those heavy losses probably enabled Ukraine’s breakthrough this week.
Can Russia now cobble together the manpower it needs to stabilise its lines or conduct counteroffensives of its own? Probably not any time soon, and maybe not even over the longer term. See my piece from a couple of weeks ago on the manpower question. economist.com/europe/2022/08…
Read 4 tweets
Sep 9
The Kharkiv offensive is being run by General Oleksandr Syrsky, who also organised Kyiv’s defence in February and March economist.com/europe/2022/09…
“A Ukrainian military intelligence source says the success of the [Kharkiv] offensive was contingent on American-supplied anti-radiation missiles [&] surface-to-air systems that threatened Russian aircraft: Ukrainian sources single out Germany’s Gepard” economist.com/europe/2022/09…
Reports of extraordinary Ukrainian progress north of Izyum, but some of them to be treated with caution.
Read 4 tweets
Sep 8
"Ukrainian forces likely used tactical surprise to advance at least 20km into Russian-held territory in eastern Kharkiv Oblast on September 7, recapturing approximately 400 square kilometers of ground." understandingwar.org/backgrounder/r…
"The level of shock and frank discussion of Ukrainian successes by Russian milbloggers speaks to the scale of surprise achieved by Ukrainian forces, which is likely successfully demoralizing Russian forces." understandingwar.org/backgrounder/r…
A major advance, which will bring logistical challenges. "Brigadier Gen. Oleksiy Gromov told a news briefing that Ukrainian forces had advanced up to 50 kilometres (30 miles) behind Russian lines and recaptured more than 20 villages in the Kharkiv region." reuters.com/world/europe/u…
Read 5 tweets

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