Erik Zimerman Profile picture
Feb 22 16 tweets 4 min read
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
long border to make UA expend forces to guard it. It is likely to at some point actually break through it once again, but that decision is not lightly taken for the reasons explained above. When Russia was vastly outnumbered, this force multiplier was critical for survival of the
line. Now that Russia has mobilized and deployed a good number of the new troops, the force multiplier makes Russia's newly acquired manpower all the more useful. Troops can "rest", regroup and reconstitute while deployed along the long border, without having to be under full
combat conditions nor full alert. UA must expend the manpower to face them across the line in a much more heightened state of alert. So back to the question of when and where RU will strike along this long border. First we recognize that it must be a strike that is worthwhile,
this advantage is lost once the advance begins. Secondly, to be used appropriately it cannot be determined a priori. There are a myriad ways RU could advance from the border... another attempt at surrounding Kiev, a pincer from Zaporizhzhia to Donetsk (the dash to Pokrovsk!),
the encirclement of UA forces along the Oskil river in the Kharkhov front, an encirclement of Kharkhov itself, Sumy, and many more. For Russia to use opportunity correctly, requires leveraging the advantage itself. It depends on what how UA forces deploy. Depending on how
credible the threat is and how important stopping it is, the UA command will deploy its forces accordingly. RU cannot make the decision by the map alone, but rather by taking into account that deployment. If UA forces strongly guard an area of the border, they use up manpower
& equipment needed in the active battlefields. If they don't, then they risk the Russian advance. And the RU advance should occur at such a place. Not into the teeth of strong UA resistance, but in lightly guarded areas. The reality is a bit more complex of course, since the
level of threat UA perceives in any part of the border is related to its intel on how many and what type of RU forces have massed in the area. RU for its part must engage in ruses that pretend to show massing troops where they aren't, and hide massing troops where they are.
Secondly, UA is trying to mitigate this asymmetric disadvantage by fortifying the long border by means other than manpower. Barbed wire, mines, fortifications and trenches. We have seen that relatively few troops can delay if not stop large advances when well positioned. If the
border is well fortified, than UA needs relatively few troops to man it. If and when a section is attacked, the advance should be slow enough that reinforcements can be arrive in time without having to always guard the entire border with large quantities of manpower.
So to this extent, the longer RU tries to keep the asymmetric advantage, the smaller it gets as Ukraine tries to fortify its long border. Not that this happens without cost (money, equipment and manpower as well). These major factors along with many other lesser ones go into the
calculation of whether RU will cross the international border elsewhere again, and if so, when and where. Meanwhile, though it does not get the attention that the active fronts do, the respected border plays a complex part of the strategic picture for both sides.
Hope to discuss some of the likely (& best) routes across this long at semi-peace border that Russia may take (and hopefully get to do so before it does so).

#RussianUkrainianWar #UkraineRussianWar #Belarus

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More from @ZimermanErik

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 22
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
Read 19 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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