Trent Telenko Profile picture
Nov 23 10 tweets 3 min read
This is another sub-tweet 🧵in response to one of mine on the difficulty of sanctions stopping commercial electronics from reaching Russia.

This line in the thread is killer:
"Trying to stop them getting out would be like trying to stop the flow of screwdrivers."

See👇
1/n
The difficulty of stopping the grey market electronic component trade to Russia doesn't mean it should not be tried.

It can and should be.

The issue is how difficult, costly, and unreliable sanctions can make the supply chain for Russian high tech weapons.

2/n
Production lines need parts at a rate that can support production.

Simply making it so that the full build of materials needed for a finished drone or missile are highly irregular in showing will have the same sort of effect as strategic bombing.

You reduce both the total
3/n
...number built and their quality because incomplete drones, missiles or vehicles will accumulate awaiting that one chip needed to complete them.

Then you have to dig through multiple levels of sub-components to install that electronic fiddly bit to make what Russia is
4/n
...producing work.

And the very act of removing things to get to that one spot on a printed circuit board to install a chip will introduce some amount of electro-static discharge (ESD) damage whenever the Russian worker doing isn't being *very* careful.

5/n
Economic sanctions are a form of "Attrition Warfare."

The point of sanctions isn't about "It must be be perfect or it is a failure."

It is about making the target of sanction work harder and pay more to achieve a specific economic or military capability.

6/n
Sanctions targeting commercial electronic components found in Russian weapons won't stop the grey trade

What it will do is force Russia to pay grey market dealers a "Risk Premium" to get the electronics & make their consistent delivery to support a production line impossible
7/n
A recent post on Strategypage-dot-com made clear the western component problem & China's sensitivity to the risk of secondary sanctions.

Procurement: Mobilizing Russian Industry For War
strategypage.com/htmw/htproc/ar…
8/n
Russia's gangster state's biggest weakness is its inability to effectively administer complicated supply chains.

Everyone steals, everyone lies, everyone gets a piece of the grift and few are punished for doing so.

9/n
Western sanctions on commercial electronics push Russia's military supply chain farther into 'Grey Zone' where there are more opportunities for traditional Russian theft, lies and taking a percentage.

This is why "Attrition" is often called the strongest form of warfare.

10/10

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More from @TrentTelenko

Nov 22
This is an interesting development on a number of levels. As in, TRLG 230 has the same "legs" (range) as a GMLRS-ER.

So Ukraine now has multiple sources of guided rocket deep strike capability. This means political pressure by any one supplier to negotiate 'land for peace'

1/4
...just got shot in the head.

This is really good advertising for Turkish high tech weapons for nations on the West's export control lists.

Another possibility is we are seeing a cover story for use of the Luchs 300 mm Vilkha-M.

2/4
Whether we are looking at a Turkish TRLG 230, a US GMLRS-ER or a indigenous Ukrainian Vilkha-M.

A missile with the reach shown in the @DefMon3 map means all of Russia's truck, train and Sea of Azov port logistics north of Crimea in Southern Ukraine are under AFU's thumb.
3/4
Read 4 tweets
Nov 22
On Nov 19th I did a thread on the Przewdow missile strike making the case it wasn't a Ukrainian missile and I mentioned a radar & electronic warfare angle I didn't address.

This 🧵will do just that.
1/
The thing about being one of the few people who have researched General MacArthur's Section 22 radar hunters is you learn all the old tricks with mechanically rotating antenna radars like that on the 1977 vintage E-3 Sentry AWACS APY-1.

2/
Image
A radar design fielded in 1977 is a lot closer to 1945 than 2022.

Both phased arrays and mechanically scanned antennas were 36 (+) years old when the APY-1 was fielded 45 years ago.

3/ ImageImage
Read 15 tweets
Nov 20
The missile attack on Przewodow has become a Rorschach test for how strong the West’s de-escalation faction’s "directed cognition" is in dealing with Reality in the Russo-Ukrainian war.

The “It was a Ukrainian missile” narrative doesn't match reality. This🧵will explain

1/
...why.

**Directed cognition, in rough layman terms, means making a quick & incorrect analysis from limited data and only picking more data to support that analysis.

The way to cure a directed cognition conclusion is to audit all the available data.

2/
To do this I’m going to walk you through 5V55K missile design, fuzing, weapon effects, and some Ukrainian evidence. I'm going to leave radar & electronic warfare for another thread.

Below are infographics of the 5V55K & a data table.
3/
Read 23 tweets
Nov 15
The irony of Biden Administration National Security Advisor Sullivan's 'de-escalation' phobia about not letting Ukraine receive the 55 NATO Mig-29's has come home to roost.

Sullivan's role in preventing adequate PSU fighter air defense may well lead to a NATO escalation from
1/6
... Russian cruise missiles landing in Poland and activating Article 5.

The Biden Administration should make lemonade out of the Lemon of a "De-escalation policy" by providing Ukraine's PSU with those 55 Mig-29's...

2/6
...in the name of "NATO de-escalation."

Better Ukrainian air defenses will do the most to prevent future 'escalatory wayward missile events.'

And while the Biden Administration is at it, it needs to break out Cold War surplus air defense gear

3/6
Read 6 tweets
Nov 14
If true, the Southern/Left bank of the Dnipro has become "Grey Zone."

It is land held by neither side as AFU & RFAF patrols skirmish with one another.

The other implication, if true, is the 49th Combined Arms Army really did lose tens of thousands in the withdrawal.

1/9
Again, if true, then the Russians strategic position in the south of Ukraine has become untenable.

There is too much land and not enough Russian troops or logistics to hold it.

You need some minimum density of infantry forces to hold ground and Russia has fallen below

2/9
...whatever that magic number is in southern Ukraine. If Ukrainian SF can occupy Russian abandoned towns on the Left/Southern bank of the Dnipro.

The reality is Ukraine's trained infantry numbers are getting stronger relative to Russia every day.

3/9
Read 10 tweets
Nov 13
The Siege of Kherson is over.

The Siege of Crimea has begun.

I've laid out the logistics of the Kherson siege previously, plus the water implications for Crimea if Kherson's right bank fell.

Now it is time for a Crimean siege logistical 🧵
1/

The Siege of Crimea began before the Siege of Kherson ended, on October 8th 2022.

When the Kerch Straits road and rail bridge was bombed.

This attack cut Crimea off from its primary fuel supply, crippling VKS aviation based there.

2/
This loss of fuel for Russia's Crimean based aviation accelerated the Siege of Kherson's right bank by denying the VKS the closely based fuel it needed to contest Ukrainian air superiority.

This loss means a great deal for the Ukrainian Navy's Neptune ASCM launchers.
3/
Read 16 tweets

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