Colby Badhwar ๐Ÿ‡จ๐Ÿ‡ฆ๐Ÿ‡ฌ๐Ÿ‡ง Profile picture
Nov 20, 2022 โ€ข 17 tweets โ€ข 6 min read โ€ข Read on X
Whether it's the ๐Ÿ‡ท๐Ÿ‡บ Lancet-3, or ๐Ÿ‡ฎ๐Ÿ‡ท Shahed 136, loitering munitions pose a unique threat to Ukraine. Unlike expensive cruise missiles, they are cheaper than most, if not all, of the surface to air missiles that can shoot them down. ๐Ÿ‡บ๐Ÿ‡ฆ needs affordable firing solutions.๐Ÿงต 1/17
Human life is priceless, & damaged infrastructure is far more costly to repair than missiles are expensive, but automatic cannon rounds are cheap and effective in the Counter Unmanned Aircraft Systems (CUAS) role. Missile based firing solutions not economically sustainable. 2/17
So what systems can be provided to Ukraine that fit the bill? Ukraine already operates the German Flakpanzer Gepard, which has proven to be highly effective. The Gepard is probably the best available system due to it's capable radar and fire control systems. 3/17
Who else has Gepards kicking around and might be willing to provide them to Ukraine? ๐Ÿ‡ณ๐Ÿ‡ฑ sold most of theirs to ๐Ÿ‡ฏ๐Ÿ‡ด, there may be a few left in storage. ๐Ÿ‡ง๐Ÿ‡ช may also have some in storage. ๐Ÿ‡ท๐Ÿ‡ด has 43. Convincing ๐Ÿ‡ท๐Ÿ‡ด to provide them to ๐Ÿ‡บ๐Ÿ‡ฆ needs to be a top priority for NATO. 4/17
Of course there's the issue of most of the 35mm ammo currently in inventory around the world being subject to ๐Ÿ‡จ๐Ÿ‡ญ export control, but there are other producers. Ammo from Nammo in ๐Ÿ‡ณ๐Ÿ‡ด has turned up in ๐Ÿ‡บ๐Ÿ‡ฆ. ๐Ÿ‡น๐Ÿ‡ท also produces it, including ATOM airburst rounds. 5/17
Other systems include the ZSU-23-4 "Shilka", Gepard's Soviet equivalent. Although not as sophisticated as Gepard (it's radar in particular is quite inferior), Ukraine already operates this system as well and has used it to good effect, both against air and land targets. 6/17
Per @IISS_org ๐Ÿ‡ฒ๐Ÿ‡ฉ has retired this system in the last decade, it may still be in storage. ๐Ÿ‡ต๐Ÿ‡ฑ however, has 30 modernized ZSU-23-4MP "Biaล‚a", with a new targeting system and an integrated launcher for 4 Grom short range SAMs. There may be more stock Shilkas in storage too. 7/17
The Biaล‚a is slated to be replaced with a new, undetermined SHORAD system. The US could offer it's Stryker M-SHORAD at a discount in exchange for Poland donating the Biaล‚as to Ukraine. They also have the advantage of using very ubiquitous 23mm ammo. 8/17
Over to the US. 4 AN/TWQ-1 Avengers have already been pledged, and will hopefully be followed by more. The US has no equivalent to Gepard or Shilka in service, but there may be M163 Vulcan Air Defense Systems in storage. VADS lacks integrated search & tracking radar, but... 9/17
the Israeli version, the Machbet, was much more sophisticated, and could data link with an external radar. Israel recently authorized NATO countries to re-export "weapons systems containing Israeli components like electro-optical and fire-control systems." 10/17
Any VADS coming out of US storage would likely need refurbishment anyway, so they could potentially be upgraded to Machbet standard, allowing them to receive data from US made radars that Ukraine already operates. This enhances accuracy & lethality significantly. 11/17
The 20mm M61 Vulcan rotary cannon also has very ubiquitous ammunition, including High Explosive Incendiary Tracer Self Destruct, which is critical for operating in civilian areas where the risk of collateral damage is high. 12/17
The US also has the Land-Based Phalanx Weapon System (also known as C-RAM), which uses the same M61 w/ the same HEIT-SD ammo. C-RAM is radar controlled & can destroy short range ballistic targets. I think it's less likely that it would be provided, but it's possible. 13/17
The US could also provide some of it's brand new M-SHORAD Strykers. I'm also skeptical of the likelihood of this, but the opportunity to field test it, and potentially even field test the new directed energy prototypes too, should certainly be considered by the DoD. 14/17
This list is by no means exhaustive. There are other solutions, but I believe these systems:
1. Have a chance of actually being sent. Political will is usually the main limiting factor.
2. Meet Ukrainian needs for affordable yet effective firing solutions. 15/17
There are many less sophisticated systems that wouldn't be as effective, such as the myriad number of different towed AA guns without any radar control. There are also more sophisticated systems that won't be provided for political reasons. 16/17
The conversation around air defence has mostly centred around surface to air missiles, but automatic cannons can't be overlooked as an integral part of Ukrainian air defences. End ๐Ÿงต 17/17

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More from @ColbyBadhwar

Nov 19, 2025
๐Ÿ‡บ๐Ÿ‡ธ๐Ÿ‡บ๐Ÿ‡ฆ The Russians have published photos of ATACMS debris from the Ukrainian strikes on Voronezh.

Here's what I gather from these images.

๐Ÿงต โฌ‡๏ธ

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This intact motor assembly is consistent with most of the previous instances of ATACMS debris being photographed after Ukrainian fire missions. The missing warhead suggests a successful dispersal of the APAM submunitions.

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This picture, of a warhead section, is clearly from a different debris field. The manufacture date, Sept 2001, indicates a Block IA missile from the FY00 order lot.

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Read 8 tweets
Jul 11, 2025
๐Ÿ‡บ๐Ÿ‡ธ๐Ÿ‡ช๐Ÿ‡บ๐Ÿ‡บ๐Ÿ‡ฆ Notable Europe & Ukraine policy provisions in the Senate's draft FY2026 National Defense Authorization Act, including an authorized increase in military aid funding:

๐Ÿงตโฌ‡๏ธ

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The Ukraine Security Assistance Initiative is extended through 2028 and an increased amount of $500 million is authorized, compared to $300 million annually in the past several years. HASC authorized $300 million and the budget request was for $0.

2/6
DoD is directed to establish a depot-level maintenance plan for all of Ukraine's western supplied equipment, and Sec Def is required to continue intelligence cooperation with Ukraine. Security cooperation with Ukraine is reaffirmed as US policy.

3/6
Read 6 tweets
Jul 2, 2025
๐Ÿ‡บ๐Ÿ‡ธ๐Ÿ‡บ๐Ÿ‡ฆ Yesterday, POLITICO broke that the Pentagon paused some shipments of ammo to Ukraine. The decision, driven by the Under Secretary of Defense for Policy, is claimed by DoD to be in response to concerns about their own stockpiles.

Is that true?

No. It is not.

๐Ÿงต โฌ‡๏ธ 1/19 Image
Department of Defense stocks of a wide variety of munitions are undoubtedly depleted due to the War in Ukraine and the conflict in the Middle East, but the devil is always in the details. POLITICO reports that the pause has impacted both deliveries under PDA & USAI.

2/19 Image
PDA (Presidential Drawdown Authority) is the mechanism for delivery of defense articles to Ukraine from DoD stocks. USAI (Ukraine Security Assistance Initiative) allows for the procurement of defense articles from industry or partner countries.

3/19
Read 19 tweets
Apr 28, 2025
๐Ÿšจ๐Ÿ‡บ๐Ÿ‡ธ Looks like ATACMS is back on the menu, boys!

The House & Senate Armed Services Committees have released bill text detailing the $150 billion increase in defense spending, as part of Congressional Republicans' reconciliation package.

Here's select highlights. ๐Ÿงต โฌ‡๏ธ

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Pictured is a high level overview of where the money would go, and here is the link to the bill text:


I will be focusing mostly on procurement & RDTE items that are of interest to me. I don't follow shipbuilding, ask Zach about that over on BS.

2/20 armedservices.house.gov/uploadedfiles/โ€ฆImage
$24.7 billion would be appropriated to support Pres Trump's Golden Dome EO, which the Missile Defense Agency is already diligently working on.

Highlights include:

$2b for air moving target indicator satellites
$5.6b for space-based & boost phase intercept capabilities

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Read 24 tweets
Apr 10, 2025
๐Ÿ‡บ๐Ÿ‡ธ President Trump has signed an expected Executive Order on reforming the United States' arms sales (Foreign Military Sales [FMS] & Direct Commercial Sale [DCS]) processes.

Thread on my initial takeaways. ๐Ÿงตโฌ‡๏ธ

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Currently security cooperation (SC) responsibilities are split between the Departments of Defense and State; each has different programs under their purview but agreement between both is required for basically all of them in order to approve a SC case (FMS, DCS, etc).

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Consolidating decision-making could be a positive development. It's my view that security cooperation should be entirely within the purview of DoD, but this would entail massive legislative changes to the Arms Export Control Act (AECA) & Foreign Assistance Act (FAA).

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Read 14 tweets
Apr 7, 2025
๐Ÿ‡บ๐Ÿ‡ธ๐Ÿ‡บ๐Ÿ‡ฆ๐Ÿ‡ท๐Ÿ‡บ Russia has suffered nearly 800,000 casualties in Ukraine. ~Unclassified estimate from US European Command

Read through the thread below to see what else General Cavoli shared in his written testimony to the Senate Armed Services Committee. ๐Ÿงตโฌ‡๏ธ

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Losses:

๐Ÿ’ฅ3000 Tanks
๐Ÿ’ฅ9000 AFVs
๐Ÿ’ฅ13,000 artillery systems
๐Ÿ’ฅ400 air defense systems

During the hearing he actually said 4000 tanks, which is closer to OSINT tallies; 9000 AFVs is likewise a conservative figure; 13,000 arty must include mortars; 400 AD looks about right.

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He states Russia "is on pace to replace all [losses]", but this is missing important context. They aren't producing new vehicles in any large quantity, but rather refurbishing vehicles from storage. Once those stocks are exhausted production will plummet. ๐ŸŽฅ via @hizzo_jay

3/10
Read 11 tweets

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