A) No numbers are provided for Iskander-K (9M728/9M729 [SS-C-7/SS-C-8]) ground-launched cruise missiles (GLCMs), the Kh-59 [AS-13 Kingbolt/AS-18 Kazoo] air-to-surface missiles, or the Tochka-U [SS-21 Scarab-B] ballistic missiles (BMs).
1/15
B) 🇷🇺 is averaging production of 26-28 units of cruise missiles per month (50/50 Kh-101 [AS-23 Kodiak] and 3M-14T/K Kalibr [SS-N-30A])
C) 🇷🇺 is averaging production of ~5 units of Iskander-M [SS-26 Stone] BMs per month. This is consistent with other independent estimates.
2/15
D) 🇷🇺 is averaging production of 1-2 units of Kh-47M2 Kinzhal [AS-24 Killjoy] per month and has replenished all units expended
E) 🇷🇺 has expended ~16 Kinzhals. This is more than I thought as I had only seen references to 4 Kinzhal strikes, one of which was a dud on launch.
3/15
F) 🇷🇺 has used the Kh-35 [AS-20 Kayak/SS-C-6 Sennight/SS-N-25 Switchblade] extensively in a land-attack role, which is news to me. The Kh-35 is an anti-shipping missile (AShM) with a secondary land-attack capability. 🇺🇦's R-360 Neptun AShM is derived from the Kh-35.
4/15
G) 🇷🇺 seems to have surprisingly robust Kh-35 production, averaging ~40 units per month, and they have been able to replace all units expended thus far.
5/15
H) There is no production of new Kh-555 [AS-15 Kent-C] units. This seems consistent with the notion that they are upgraded from Kh-55 [AS-15 Kent] units. The lack of noted production may also indicate that 🇷🇺 is no longer actively upgrading Kh-55 units to Kh-555s.
6/15
I) 🇷🇺 has a larger inventory and expended fewer units of 3M55 Oniks [SS-N-16 Strobile], a supersonic AShM, than I expected. Perhaps it's an indicator of poor performance in land-attack, presumably due to an ill-suited terminal guidance system (just INS + ARH/PRH)?
7/15
J) 🇷🇺 seems to be holding a number of units of Kh-22/32 [AS-4 Kitchen] supersonic AShMs in reserve for whatever reason. Not sure what the reasoning is. Perhaps poor performance as a result of a severe lack of precision in a land-attack role?
8/15
K) Standard Cruise/Ballistic Missile Inventory: IF these numbers are accurate, 🇷🇺 only has ~500 total Kh-101s, Kh-555s, and Kalibrs left. IOW, 🇷🇺 only has ~500 of its standard cruise missiles currently in inventory. That becomes ~620 if we include the Kh-22/32s.
9/15
For ballistic missiles, 🇷🇺 only has a total of ~160 left (~120 Iskander-Ms & ~40 Kinzhals). That gives ~780 total standoff munitions based on this figure. This is almost certainly an undercount due to Iskander-K numbers not being included.
10/15
For a more conservative estimate, I would round to ~1,000 land-attack standoff munitions (assuming ~120 Iskander-K GLCMs plus a fudge factor of 100 units of arbitrary munitions). There is also the matter of the Kh-59s, so the actual number may be somewhat greater.
11/15
L) I'm skeptical that we will see significant future use of 🇷🇺's remaining inventory of Iskander-Ms and Kinzhals. I suspect that 🇷🇺 will withhold most of them as part of a minimum strategic reserve to preserve their capabilities as part of their tactical nuclear triad.
12/15
M) If these numbers are accurate, the upshot of K and L is that it seems 🇷🇺 does not have the capability to launch many more saturation strikes against 🇺🇦. Based on the Nov. 15 strikes, it takes at least 100 CMs for 🇷🇺 to achieve any degree of saturation of 🇺🇦 AD.
13/15
Even with ~100 CMs, saturation was minimal as 🇺🇦 intercepted 80-85%, a small decrease compared to the usual 90-95%. So unless 🇷🇺 just accepts 90-95% intercepted, they will have to use 100+ CMs to attempt saturation. But 🇷🇺 inventory can only support 5-6 more such strikes.
14/15
N) Given K, L, and M, I anticipate that land-attack S-300/400 interceptors (e.g. 5V55 series) will be one of the main future threats. This is due to the massive number remaining in 🇷🇺 inventory plus the difficulty their (quasi)-ballistic trajectories pose to 🇺🇦 AD systems.
15/15
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A brief 🧵 on the Kerch Bridge strike as much has been speculated on the method of the strike.
1/7) There are two real possibilities: a vehicle-borne IED (VBIED) or a tactical ballistic missile (TBM). Most seem to have concluded it was a VBIED and totally dismissed a TBM
2/7) This conclusion is extremely problematic. First, it is certain that 🇺🇦 possess TBMs with a range of at least 300 km (either ATACMS or Sapsan/Hrim-2) as demonstrated by the Saky airfield strike. I challenge anyone to explain the need to use a VBIED when 🇺🇦 has TBMs
3/7) Second, please explain how a moving VBIED would be remotely tracked at night and detonated. Cell/satphone service in the area is not guaranteed on top of any 🇷🇺 electronic warfare. Not to mention having to assemble a 2-5,000 kg bomb in 🇷🇺 and get it past inspection
There have been multiple reports circulating over the past 72 hours that 🇺🇦 forces have captured a 🇷🇺 general disguised as a lieutenant colonel. These claims are based on a recent video of some new 🇷🇺 POWs. Unfortunately, this seems to be false as I will detail in this 🧵1/5
A number of usually highly credible sources have claimed that this POW is in fact Lieutenant General Andrei Sychevoi, commanding officer of the "Western Grouping" of 🇷🇺 forces and 🇷🇺 units operating in Kharkiv. At a glance, there does seem to be some similarity between them 2/5
However, closer inspection reveals that they are two different individuals. This image of Sychevoi was provided by @CITeam_en and is dated from mid-June. Unless Sychevoi received a bad hair transplant between June and September, this POW cannot be Sychevoi 3/5
It is beyond belief for @amnesty to accuse Ukraine, a nation defending its sovereignty, democracy, language, culture, way of life, and people from a genocidal war of aggression waged by Russia, of endangering its citizens by fighting to defend its own population centers
The Ukrainian Government has undertaken massive efforts to evacuate civilians from areas near the frontlines. Kharkiv, UA’s second largest city with nearly 1.5 mil people has evacuated more than half its population. Pres. Zelenskyy recently issued additional evacuation orders…
…for the entirety of Donetsk Oblast. It’s unfortunately inevitable that some UA citizens will remain behind despite these orders as UA does not force its citizens to leave their homes if they are unwilling. Moreover, whether or not the UA Armed Forces operate in proximity…
A long 🧵 on the history of Russian political and strategic goals in Ukraine: 1) One aspect of the Russo-Ukrainian War that deeply interests me is the evolution of Russian political and strategic goals in Ukraine since the beginning of the war in Feb. 2014.
2) For some historical background, the war began in Feb. 2014 immediately following the popular overthrow of then UA President Viktor Yanukovych in the Revolution of Dignity following the Euromaidan protests. Yanukovych was overthrown on Feb. 20 and RU began hybrid warfare…
3) …operations to occupy Crimea on Feb. 22. As the occupation and eventual “annexation” unfolded over the next month, RU also began hybrid warfare in Donbas using mercenaries and other proxies. Operating under the cover of local discontent with the Revolution of Dignity,…
A 🧵 on Russian tank losses in Ukraine:
1/19)
Yesterday, the UA Gen. Staff. noted intel in their daily update that RU has begun pulling T-62s from long-term storage to equip newly formed BTGs slated for deployment to Ukraine. This has serious implications for RU’s armored forces.
2/19) As background, RU is estimated by the ISS to have a total of ~2,900 T-72s, T-80s, and T-90s in active service with an additional ~10,000 of those types in reserve/storage (2021). Stratfor also estimates RU has 2,000 T-64s, 2,500 T-62s, and 2,800 T-55s in storage (2017).
3/19) This report leads to a damning implication. RU has potentially nearly exhausted its immediately operable reserves of T-64s, T-72s, T-80s, and T-90s. Frankly, there is absolutely no reason to deploy a T-62 if you have access to a more modern T-64, T-72, T-80, or T-90.