During times of war, determining the enemy's production capacity, often shrouded in secrecy, is a challenging task. As promised, today's focus involves employing satellite imagery analysis and OSINT to approximate production numbers at BTRZ-103 (Armored Repair Plant). 🧵Thread:
2/ Before delving into specifics, let's clarify the role of BTRZ-103. Situated near Chita in Russia's East, this plant specializes in repairing and modernizing vehicles. The facility's current emphasis centers on T-62, BRDM, and BMP vehicle modernizations.
3/ T-62 tanks undergo complete disassembly, with engine replacements, rust removal, installation of new wiring, fire control, sight systems, and upgraded armor with ERA blocks. A contract was awarded to BTRZ-103 for the modernization of 800 T-62 tanks over a 3-year span.
4/ Based on satellite imagery from mid-April and late June, we observe 11 and 17 recently modernized tanks respectively, evident by distinct appearances and darker paint, a distinguishable detail from faded paint on other vehicles.
5/ Significant portions of the scrapyard appear relatively untouched, implying many vehicles are in poor condition, designated for last-resort storage or deemed irreparable, corroborated by recent satellite imagery and photos from nearly a decade ago.
6/ Despite relocation of vehicles to the facility's interior, not all will undergo modernization, as interviews with factory workers reveal assessment for repair feasibility or potential use as parts.
7/ Considering Gurulev's prior remarks, coupled with accessible satellite imagery illustrating a two-month gap and internal facility videos, my assessment suggests a production range spanning from a conservative estimate of 7 tanks per month to a more generous estimate of 17.
8/ These estimates, 7 to 17 tanks per month, provide a general overview of production scale, with a range of uncertainties. This falls below the Russian target of 16 tanks per month, translating to 576 tanks in three years, fewer than the stipulated 800.
9/ It's important to note this facility isn't the sole repair/modernization center in Russia. There other factories and BTRZ plants (22, 61, 81, 103, 144, 153), albeit it appears that their production scale could be even lower.
10/ Despite ERA blocks, the T-62's armor remains vulnerable to contemporary anti-tank weaponry. Nevertheless, they retain utility in offering indirect fire support and presenting a formidable challenge to mobile forces attempting to advance or flank the secondary defense line.
11/ It's worth noting that our destruction of russian tanks currently surpasses their repair and production capabilities. Nonetheless, this threat persists for our units, particularly those with limited resources. Maintaining assistance to Ukraine is vital to keep this trend
12/ Your contributions via Buy Me A Coffee have enabled the availability of this satellite imagery and others. If you found this thread valuable, please support by liking and retweeting the first message of the thread. Your engagement enables me to provide better materials
A typo here. I meant to say that the goal was set at 800, and with current production tempo it won’t reach 800 in 3 years.
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A multi-day analysis of battlefield dynamics and internal Russian data: both public and non-public, points to multiple trends and key points which we summarized. 🧵Thread:
2/ Ukraine’s deep strike drone campaign has inflicted significant direct and secondary damage across Russia, contributing to a perceptible shift in perceptions of the war’s trajectory and its cost benefit among both military command and law enforcement senior leadership.
3/ According to analyzed communications from dozens of senior Russian officers in Moscow and in the field, there is a growing perception that the war has effectively reached a strategic and political dead end - sustained primarily by President Putin’s personal insistence
SLB, the world’s largest offshore drilling company headquartered in Texas, continues to operate in Russia despite international sanctions, according to documents published by the analytical firm @dallasparkua. 🧵Thread:
2/ In March 2022, SLB publicly announced that it would suspend all new investments in the Russian market in response to international sanctions. This was in the statement from Chief Executive Officer Olivier Le Peuch, issued from the company’s Houston headquarter
3/ In October 2022, the company underwent a global rebranding, changing its name from Schlumberger to SLB. The Russian subsidiary retained the name Schlumberger Technology Company. However, leaked correspondence point that it continues to be integrated into SLB’s global framework
Breaking: On October 13, Russia’s Government Legislative Commission backed a Defense Ministry bill allowing the use of reservists for defense-related tasks in peacetime. The measure expands the military’s authority to call up reservists for wartime needs. 🧵Thread:
2/ According to the draft law, “special assemblies” are military call-ups for specific defense missions during armed conflicts, counterterrorism operations, or when forces are deployed abroad. Only reservists will be subject to these special assemblies.
3/ Russia’s mobilization reserve consists of individuals who have voluntarily signed contracts to remain in reserve. Putin established the country’s mobilization manpower reserve in 2015 through an executive decree.
Our report on Russia’s tank production and expansion plans has, predictably, drawn significant attention and generated many questions. Rather than replying individually, we decided to answer the most common ones - and even address questions about the Armata. 🧵Thread:
Russia’s T-90 tank production in 2024 reached around 240 units, including both new and modernized tanks. But internal planning papers analyzed by Frontelligence Insight show Moscow’s plan to lift output by 80% and launch production of a new T90 variant. 🧵Our Special Report:
2/ Our investigation began with what appeared to be a routine document: Uralvagonzavod requested “IS-445” engine RPM sensors from Zagorsk Optical-Mechanical Plant (ZOMZ) for a project listed as “Product 188M2.” This single line became the starting point of a larger discovery
3/ Digging deeper, we identified “Product 188M2” as the T-90M2, the latest variant of the T-90M (Product 188M). A careless online bio from a Russian engineer posted on Russian Scientific and Engineering Union revealed its name: “Ryvok-1", which roughly can be translated as Dash-1
Recently, @CITeam_en has raised some good and bad points about verifying the authenticity of RU mil documents. I’ll start with a pushback: the notion that the legitimacy of Russian documents can be judged by whether they have all the formal characteristics is outdated:
2/ While it is true that all classified documents follow strict protocols, the reality of war is far messier. Most documents are produced internally, shared outside of formal chains: in Excel, Word, or PDF formats and shared through messengers, email, or other convenient channels
3/ I have personally reviewed hundreds, if not thousands, of pages of Russian documents: leaks, data from captured phones or submissions to our team, that contained sensitive information. Yet only a tiny fraction carried any formal classification stamps, despite being valuable