Erik Zimerman Profile picture
Feb 22 19 tweets 7 min read
Indeed the battle for #Vuhledar was recognized by both sides as critically important. As we discussed previously, #Russia lost the opportunity of overwhelming the town quickly. #Ukrainian command did not err in passivity but very quickly & significantly reinforced the front, both
in the high-rise town itself and its surroundings, particularly the coal mine with the dominating high ground. The battle has raged fiercely since the original post, with the UA forces mining the approaches to the town. The eastern dachas have traded hands a few times while RU
forces have launched at least two major pushes to try again. As of ten days ago, we can see the intensity of the shelling & fighting on the snowy steppe battlefield. Interestingly, we can see that shelling is highly concentrated along the tree lines bordering the agricultural
fields. The UA forces regularly dig entrenchments along these tree lines to camouflage them from above. RU forces, especially infantry, also typically advance along the same tree lines. Movement across the open space is rare and very dangerous with both sides utilizing drones &
satellites (UA counts on western intel). In the Ugledar region, Russian advances in the open are especially dangerous due to the high observation points provided by the town's tall buildings and the coal mine. In this modern war, to move is to risk being seen (especially in the
open), and if you are seen you are often hit. This makes the sparse cover of the field tree lines in this flat open terrain, the main site for fortification and the the main avenues of advance and retreat for both sides. A moisture index image of the are on the same date shows
us how the intense shelling on the tree lines has significantly reduced the moisture vs the rest of the snow covered terrain. During these fierce fights RU seems to have first attempted to outflank the town from the west after the initial frontal assault. After that, RU forces
to have now been focusing on the path we discussed previously, namely taking the coal mine first (and flanking it from the west itself). Russia also attempted advances from the other side of the salient towards Pobjeda. The positions there seem to be too strongly defended for the
time being and no significant advance was made. Recently we see evidence of additional efforts towards the Vuhledar Pivdennodonbaska coal mine. However, in the last 36 hours or so, UA launched its own strong counteroffensive which was reported to retake the dachas SE of the town,
and even reach the Pavlivka Kashiahach river front and the suburbs between Pavlivka and Mykilske. While this may be the case, I suspect this offensive may have been tacitly "allowed" if not encouraged by the RU forces. The UA troops were too well positioned and defended in
Vuhledar, the Coal mine, and it surroundings. RU forces were suffering significant casualties trying to advance on the positions recently heavily reinforced by UA command. Since Pavlivka and Mykilske are strongly held by RU forces, and connected by a main highway SOUTH of the
river, it seems like a good place to draw enemy forces out and into a kill zone. UA forces advancing southwards would find themselves extending their flanks, exposed to RU forces on both sides while being halted by the wide river at the end of the suburb or dachas. While they may
be excited at the (now rare) prospect of advancing against Russian forces and gaining ground, they would simply be creating a salient for themselves in danger of being cut off, hard to supply, and exposed to enemy attacks from 3 sides. Some purported recent videos may lend some
credence to this theory. There is evidence that RU forces are still holding areas in the NE section of the dachas, and also that they are pushing hard against the coal mine in the NE as well. There are also reports of reinforcements arriving to Mykilske.
In this video we see RU Marines (likely 155th) assaulting UA trenches built as we discussed within the treelines. While the first clip ends when perhaps things don't look as well for the RU forces as the editors wanted, the second clip shows a pretty decent and audacious assault
that includes a flanked approach to the trench which quickly develops into additional envelopment by leading members of the squad. The UA defender no longer holds a defendable position due to this and runs northwards along his trench when the clip ends. Though these videos could
date from any time during the last 10 or 15 days of battle at Vuhledar, I would not be surprised if the UA counteroffensive was subject to a RU ruse. If it wasn't, it still serves the ruse's purpose. Unless the highway can be cut or one of the two RU held towns taken, the UA
forces may have simply opened themselves up for greater casualties by venturing out from their well defended positions where they were causing RU casualties. We shall see... as more information comes out & as the very important battle of Vuhledar rages in the snowy steppe,
crowded into thinned and torn vestiges of what were the lush treelines of the rich fields.

#UkraineRussianWar #RussiaUkraineWar

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More from @ZimermanErik

Feb 22
Part II

The downside of this advantage is that you lose it if you "use it". Russia can continue to force the UA command to use vast numbers of troops to guard the enormous length international border as long as it continues to make credible that it may attack from it & doesn't.
That is the ironic part to the advantage. The moment #Russia advances one meter into Ukraine from the int. border, then that is now an "equal" front. Both sides can freely attack the other from it. If RU withdraws that 1 meter than it becomes an unequal border, favoring Russia.
Once RU is within int recognized Ukraine, then the line is no longer the border but an active front. RU must defend it strongly or face the UA advance through it. Because of this fact, how and when to use the advantage becomes critically important. For now Russia is using the
Read 16 tweets
Feb 22
#Russia's force multiplier. Originally wanted to discuss this strategic aspect as part of a broader piece on the Russia Ukraine war in general. However, on the eve of the anniversary of the war, thought it would be fitting to dedicate a shorter (though not short) post to this
alone. There has been much discussion in various circles about a Russian winter and/or spring offensive (as well as a Ukrainian one). What their aim will be and whether they have begun or not. Among Russia supporters, there is a growing rumbling on seeing long stretches of the
Russian-Ukrainian (and Belorussian - Ukrainian) border intact and unchanged from the beginning of the SMO. In fact, the roughly 1,400 km or so (using straight lines & ignoring much of the curvature) border that remains as pre-2022 is much longer than the part of the
Read 25 tweets
Feb 8
Impressive video released of the important battle at Novoselivske. The village is adjacent to Kuzemivka near the borders of Lugansk & Kharkhov oblasts. Through this junction run the main highway & rail lines to the strategic hub of Kupyansk. The village is thus heavily contested
as Russian control of the area would greatly facilitate supply to along this long northern front. Likewise if UA forces could hold it and push the RU forces further east & south, it would allow them road and rail supply from Kupyansk in a remote region with difficult supply.
This would allow them to project greater strength in this front in all directions. At the moment it seems that the village and small railway station will fall to the RU forces. The videos shows us the newer T-90 tanks coordinating reasonably well (to avoid anti-tank munitions) &
Read 8 tweets
Feb 7
Yesterday was fortunate enough to buy a good amount of $BBBY bonds. While people were buying the shares on the squeeze on low volume (which crashed today), figured the bonds was the right play. If you believe the company can avoid BK, then selling puts might be the right move,
you either keep the premium if the stock improves or buy it much cheaper than current price (strike - premium). However, wheather the company survives or doesn't, the bonds seemed to have a large return. With $2 billion dollars in acc. depreciation (largely non-existent/fake) and
4.37 bil in gross real estate, 1.4 in est. inventory, & 5.2 bil of total liabilities, of which 1.4 are leases and at least 500 mil are the bonds themselves, there seems to be capital to pay them. Even in a BK liquidation, should be able to expect 30-50 cents on the dollar
Read 9 tweets
Feb 7
The key event currently occurring in #Ukraine is the operational encirclement of #Bakhmut. I have not commented on it in a while since there is plenty of coverage on it & there are other underreported strategic battles going on. I also commented on it many months ago. Back in May
I suggested that surrounding it was much preferable than a direct assault (as RU was wont to do at the time) back in May & that is after the Severodonetsk cauldron would be closed (which was sealed coincidently also as we discussed prior at Bilohorivka) &
after taking the needed routs north and south of the city. I proposed the following potential routes to close the cauldron & surround but not enter Bakhmut from the north. A few days later I commented on the unreported salient south of Popasna and how it was the key to both the
Read 20 tweets
Feb 6
The mercurial & intrepid Yevgeny #Prigozhin, head of the famed PMC "Wagner" Group (currently critical in the battles around Bakhmut), purportedly in the navigator seat of a SU-24 bomber over the conflict zone. Unlike many other leading Putin supporters, he is anything but boring.
#Prigozhin states that they return from a bombing run in Bakhmut. Tomorrow he will get on a Mig-29 (air-to-air fighter). Politely (with formal address) challenges #Zelensky to meet in the air. If Zelensky wins, he takes Artemovsk (Bakhmut), if not, RU advances to (the) Dnipro.
Unfortunately, #Zelensky, having no flight suit, but only a green shirt, will not be able to participate in the duel.

Perhaps if #Biden can provide the gear through an aid package drawdown? Add it to the deficit. Many lives could be saved.
Read 4 tweets

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