There’s a lot of noise about the one year anniversary of the Russian ground invasion of Ukraine.

Let’s cut through some the chaff, and get to the heart of the matter.

What is going to happen?
There are lots of comments about big events on the anniversary.

Maybe - but I suspect these will mostly be symbolic.
The Russians are really stretched at the moment, and so don’t have much capacity to attack.

So the greatest moves on the anniversary are likely to be from Ukraine, but I wouldn’t count on it.
So, first things first:

The Russians have already started their spring offensive.
They are attacking on a broad front from Kremina-Svatove in the North, all the way down to Vuhledar in the south (in the three areas marked on the map).
(Rule number one of using military force - CONCENTRATION of effort).

It really pains me to see the Russians make such basic errors, again and again.
They are sending thousands of their troops needlessly to their deaths.

At some counts this is up to 800/day - let’s call it 20,000 month.
So assuming nothing happens - how long can Russian maintain this loss rate?
Here is a back of a fag packet calculation:

They started the war with 150k invasion force. In numerical terms, I reckon this entire number is dead, wounded or missing (at least).

They then mobilised 300k. Not all are in service yet, but let’s say that they are all gonna arrive.
(Rumours of another 500k mobilisation haven’t occurred).

So that’s 300k troops. Normally, when units suffer 30% destruction they are considered combat ineffective.
Let’s say that with some reorganisation the Russians can suffer a 50% loss rate before they start having critical bits of their forces collapsing.

So that’s 150k losses they can stomach. Or 7 1/2 months - which started in, say, November.
We’ve had three months, and so there are 4.5 months before they run out of manpower and bits of their forces start collapsing. So, some point over the summer.
Don’t @ me and pick apart the figures. They are illustrative.
And on the Ukrainian side?

Well it’s hard to know what their causalities are. Maybe 100k so far? Certainly lower than the Russians, if you look at the way the two sides use their military forces.
But there is something else going on with the Ukrainians. Equipment supplies. Massive amounts of equipment.
Whereas Russia has a declining equipment stockpile, NATO/the West has decided to ramp up supplies to Ukraine.

Witness the tanks and infantry fighting vehicles and longer range artillery announced in Jan
This will take some time to come online but potentially Ukraine could be fielding some of this by March/April.
And unlike the Russians they do concentrate their forces.
So once all of that equipment arrives, and by my count there is some like a mixed armoured/mech division minus (slightly less than a division), the Ukrainians can do a counterpunch.

A manoeuvre division is enough to do something worthwhile.
And so the war starts to resume its pattern:

- A long period of Russian throwing its troops pointlessly into Ukrainian defences (who retreat slowly inflicting damage on the Russians);
- And once the Russians are exhausted, the Ukrainians counterpunch.
Except that this year, the Ukrainians have to win.

They cannot let this drag on into 2024 - the year of the US presidential election.

Far too risky.
So we have another few weeks of attrition against the Russian attacks, and then a Ukrainian armoured offensive, probably in the south.

And they have to win. In 2023.

ENDS

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More from @ThreshedThought

Feb 19
One wonders if China thinking about backing Russia in the Ukraine War, at a time when the West has got its act together and is pouring supplies in, is a sign of

A) extreme Russian weakness
B) a way of China trying to force a peace deal by threatening to come in
C) Both
This Chinese move comes after ten days or so of a disastrous Russian offensive across a wide front in the east (they never learn) which has resulted in very little territory, and huge numbers of casualties and equipment destruction.
Watch for the Ukrainian counterpunch.
Read 5 tweets
Feb 1
Some interesting positioning going on in Ukraine by both sides … and what the new weapons deliveries mean.

A thread.
As ever, there is fighting in a number of areas (there is fighting in more areas than this but these are the three interesting places).
The top circle is the Svatove-Kremina front. The Ukrainians are keen to make progress there because if they do, they stand a chance of cutting the railway line which is behind the front … which does lots of the logistics for the Russian forces in the Donbas.
Read 29 tweets
Jan 20
There has clearly been a geopolitical shift in judgement.
Europe and America (less Germany, for now) have decided that Ukraine will win, and must win.
The other option - that Russia is allowed to get away with invading its neighbour - has been thought through, and decided to be unacceptable.
Read 13 tweets
Jan 12
Very short thread on a simple way to understand the Russo-Ukraine War
The war has two phases. They alternate.
The first phase is when the Russians focus on particular objectives at great cost in men and materiel.
Read 11 tweets
Dec 26, 2022
There’s been a few developments in Ukraine over the run up to Xmas.

Three things to watch, I’d say.
As a recap, a couple of weeks ago, I suggested that there were broadly three fronts: Bakhmut, Zaporizhizhia and Svatove-Kremina. See here:
I suggested that if the three, Zaporizhizhia was the most likely axis of Ukrainian advance
Read 25 tweets
Dec 13, 2022
Right. Time for a look forward to winter in Ukraine.

What can we see developing?

A thread.
It has become abundantly clear that Ukraine is not going to rest on its laurels over the winter.

They are going on the attack again.
They have a much more highly trained force with higher morale.

In bitterly cold temperatures where survival is a thing, this stuff really matters.

The Russians will be focussing on making sure their fingers don’t fall off. The Ukrainians on the other hand …

(No pun intended)
Read 26 tweets

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