Shashank Joshi Profile picture
Mar 10 11 tweets 2 min read
Podcast with Michael Kofman reflecting on his recent trip to Bakhmut. Ukraine rationing artillery ammo tightly. Russia using air power more, testing whether has Ukraine has enough stocks of radar-guided air defence missiles. geopolitics-decanted.simplecast.com/episodes/myth-…
Poor prospects for Russia. Ukr has “really good” defences of Bakhmut. Risk to Ukr is Russia turning north, pushing to Sieversk & Bilohorivka, going up to Donetsk river to pressure Kreminna-Lyman axis. Kofman says lot of personnel in Ukr units now mobilised. Experienced men lost.
Most western training programme for Ukraine “pretty anaemic” relative to losses. Kofman asked Ukrainians on quality of training “and answers were pretty mixed, skills-wise”. Combined arms training is producing two battalions a month; “not a lot” relative to size of new corps.
Kofman: Ukraine artillery barrel wear an issue but since autumn Ukr now has domestic capacity to fix Western supplied artillery rather than sending it to Poland. Kyiv Ind story saying Ukr has ten 120mm mortar rounds per day "tracked with a lot of things I saw & heard"
Kofman on artillery shortages. Only solution is US & other countries reach deep, take big risk in eating into their own stocks this year "but after that I worry that folks will be relatively empty & down to monthly production". Worry is summer, autumn, winter after an offensive.
Kofman on military culture clash in Ukraine: parts of force "young and dynamic". Ukr army v good at platoon, company & battalion command level, Other parts look "Soviet and ossified, very hierarchical and vertical command structure that doesn't like to do mission command."
Kofman: most NATO-trained ppl lost. This is now "war of mobilised" & of reserve officers returned to staff duty. That offensive capacity of both sides. Makes it about "who wants it more" and "who makes fewer mistakes", like Russia's choice to exhaust itself in this offensive.
Kofman on forthcoming Ukrainian offensive. People expecting "major operational thrusts" like in Kharkiv. "Initially people will be disappointed". More likely is "series of pushes, pressing Ru forces". Ukrainians talk lot about Ru tactical adaptation on drones, counter-battery etc
Kofman: "read-outs" from Ukraine on how US weapons are performing are proving extremely helpful, including on "tinkering we need to do". [Me: Presumably this is also true of European weapons. Ukraine as grand test-bed for old and new arms]
Kofman: major issue is no. of armoured fighting vehicles. Ukr bgdes "dramatically expanded", some with seven infantry battalions per brigade. "There is no mechanisation for them" nor "motorisation". Ukraine needs mobility to go on offensive (plus logistics, breaching equipment)
Kofman: "it's all about Starlink. I hate the idea of game-changers ... but if you're looking for one enabling tech that's critical to the war effort it's Starlink. I see it everywhere, it's essential. I shudder to think what the war effort would look like without Starlink"

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More from @shashj

Mar 10
“The underwater bombing of the Nord Stream gas pipelines last September was carried out by a team of divers operating from a 15-metre chartered yacht called the Andromeda, according to a new report.” theguardian.com/world/2023/mar…
“The report in Der Spiegel traces the Andromeda’s route around the Baltic from its home marina in Rostock on 6 September to the German island of Rügen and then finally to the Danish island of Christiansø, close to the site of the blasts on 26 September.” theguardian.com/world/2023/mar…
“Der Spiegel said that one of the six-person crew on the Andromeda was using a forged Bulgarian passport, but the German investigators have yet to identify the nationality of the bombers, or attribute responsibility to any government.” theguardian.com/world/2023/mar…
Read 4 tweets
Mar 10
Aptly enough, they'll meet on a Virginia-class (homeport: Pearl Harbour). "President Biden, Australian PM Anthony Albanese and U.K. Prime Minister Rishi Sunak will unveil the details of the new partnership aboard the USS Missouri submarine in San Diego." washingtonpost.com/national-secur…
"The first deliveries of [SSN-AUKUS] will take place in the 2040s, officials said...the goal is for Australia in that decade to be able to build its own SSN-AUKUS sub, though the nuclear-propulsion technology will be provided by the British or Americans." washingtonpost.com/national-secur…
"Australia has committed to a “proportional” investment in US & British industrial capacity, and over the next several decades will be spending more than $100bn to buy the submarines and build up its own industrial capacity, as well as shore up [US, UK] shipbuilding capability"
Read 5 tweets
Mar 10
"Taxpayers have been warned to brace for a massive increase in defence costs with Anthony Albanese saying he will spend whatever it takes ... Scott Morrison saying the defence budget will need to lift to 2.5 per cent of GDP ... another $9 billion a year." afr.com/politics/feder…
"The price of the used [Virginia-class] submarines [for Australia] would be determined by the US State Department but would be less than the estimated $US6.2 billion to $US7.2 billion cost of new vessels." afr.com/politics/feder…
Under AUKUS deal "Australia is bound to invest between $1-2bn in boosting US sub production. Instead of physically expanding shipyards to fund a third production line...Aus will contribute to the cost of hiring employees to effectively work a night shift." afr.com/politics/feder…
Read 5 tweets
Mar 10
SWP paper on Euro-deterrence. "it is conceivable that France would play a more visible complementary role to US extended nuclear deterrence. This could take various forms – from strengthened consultations to joint nuclear exercises." swp-berlin.org/en/publication…
"French officials believe that France’s closest allies have neither a sound understanding of nuclear deterrence nor political backing for the necessary reliance on nuclear weapons for security reasons. Paris would like to help improve that understanding" swp-berlin.org/en/publication…
"Paris wants close allies to participate in French nuclear exer­cises but [not] a key role...they would carry out complementary tasks...The goal is not for partners to become in­dispens­able for France’s nuclear deterrence but for them to become familiar" swp-berlin.org/en/publication…
Read 4 tweets
Mar 10
From wondering whether it'll attend, last summer, to hosting! "The UK will further that commitment next year by hosting the fourth gathering of the European Political Community .... to coordinate on some of the most pressing geopolitical issues we face." gov.uk/government/new…
Sunak & Macron "expected to agree to further enhance UK-France military interoperability and industrial cooperation, including agreeing to scope the co-development of next-generation deep precision strike weaponry" gov.uk/government/new…
Uk & France work on "establishing the backbone to a permanent European maritime presence in the Indo-Pacific through the sequencing of more persistent European carrier strike group presence"—co-ordinating deployments of Charles de Gaulle and UK's carriers gov.uk/government/new…"
Read 5 tweets
Mar 9
There has been a lot of intelligence in the news recently: covid-19 origins, Havana syndrome & Nord Stream explosions. Intelligence-based claims are often eye-catching & appealing. My piece on why it's important to look closely at the confidence level.
economist.com/the-economist-…
All intelligence is uncertain. But normal terms (Putin "may well" use nuclear weapons) mean wildly different things to diff. people. Analysts use words of estimative probability to convey uncertainty in a consistent way. economist.com/the-economist-… (thanks @BenThrosby for the chart) Image
Individual reports (a source report) and overall assessments (will Russia invade?) also have confidence levels attached. Low-confidence means: "credibility and/or plausibility is questionable" and "we have significant concerns or problems with the sources" economist.com/the-economist-… Image
Read 5 tweets

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