After extensive research and analysis of North Korean deliveries to Russia using various sources and calculations, we estimate that Russia has received around 2,000 cargo containers containing over half a million artillery shells. The article link is at the end of this 🧵thread:
2/ This estimate, which leans toward the conservative side, suggests that the actual number likely surpasses 500,000. These artillery shells encompass predominantly both 152mm and 122mm calibers.
3/ We measured containers, identified types, gathered data on the crates, and used basic mathematical calculations to arrive at what we think is a reliable estimate. To validate our findings, we applied different approaches to calculations and arrived at nearly identical numbers
4/ We decided to explore multiple scenarios because we lack precise data on the distribution of delivered ammunition, resulting in our report containing 4 variants. Nevertheless, it's highly likely that at least 50% of the total deliveries consist of 152mm ammunition.
5/ The White House confirmed 1,000 container shipments from September to October. October 27th, satellite images show a cargo ship at Rajin port. This proves continuous shipments, extending almost a month beyond the White House's announcement of 1,000 containers in early October.
6/ The substantial ammunition supply is a concern for Ukraine, given the war's reliance on artillery. Though there were occasional shortages and decreased artillery fire, Russian forces partially retained their ammunition stocks, now augmented by North Korean deliveries.
7/ This also raises questions about whether Russia provided financial support to the cash-strapped North Korean regime or shared other military technologies, potentially affecting the security environment of the Korean peninsula.
8/ For detailed information and a more in-depth exploration of our sources, calculations, and verifications, please refer to the full article available here: frontelligence.substack.com/p/counting-the…
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One and a half months after the successful Operation Spiderweb, which targeted and destroyed Russian strategic bombers, our latest satellite imagery shows bomber wreckage still at several airfields, with the largest concentration at Belaya. A thread with updates on airbases:
2/ Additional analysis of bases such as Olenya and Engels-2, where Russian strategic bombers are deployed, shows no visible effort to reinforce the airfields. Olenya appears more cleared from debris than Belaya Airbase, but bomber wreckage remains visible on the apron.
3/ At Khalino Airbase, previously targeted by Ukrainian forces, Russian troops appear to have completed or nearly completed around 10 reinforced shelters with soil cover, 12 concrete shelters without it, and 8 hangar-style structures positioned on the aprons.
Mobilization, payouts, demographics, and desertions are central factors shaping the war’s trajectory. Thanks to weekly notes by the Conflict Intelligence Team, we have some data to analyze the current state of affairs in Russia. Below are some key points from the past two weeks:
2/ The sign-up bonus for contracts with the Ministry of Defense in the Novosibirsk region will double from 800,000 rubles ($10200), set in December 2024, to 1.6 million rubles ($20400) between July 1 and September 30. An additional 400,000 will be given from the federal budget
3/ The sign-up bonus with the Ministry of Defense in Vladimir region has been raised to 2.1 million rubles ($26,700) for the period from July 1 to September 30. This marks the third increase in 2025, following rises to 1 million rubles in January and 1.6 million in April.
Did you know Russia’s Su-34 and Su-35S jets, used in bombing campaigns, contain over 1,100 microelectronic parts from 11 Global Export Control Coalition countries? A new joint investigation by IPHR, NAKO, and Hunterbrook uncovers the supply chain. 🧵Thread with key takeaways:
2/ Most components come from the US, but the supply chain spans Germany to Japan. Of 891 parts from 138 firms, 59% are under strict export controls. 36.3% of shipments were small-value (less than $10000), pointing at intermediaries and shell companies use to evade sanctions
3/ Despite sweeping sanctions, Russia continues to receive Western semiconductors at industrial scale. An analysis of more than 180,000 customs records from 2023 shows approximately $805.6 million worth of microelectronics arriving from top-tier global suppliers.
Since the beginning of the full-scale invasion, Russia has launched 28,743 Shahed/Geran drones at Ukraine - 2,736 of them in June of this year, according to President Zelensky. Our team took a brief look at the Shahed numbers and noted the following trends and figures🧵:
2/ The 2,736 drones launched in June, many targeting Kyiv, make up nearly 10% of the total, proving growing production. This aligns with earlier warnings from Ukrainian intelligence, which estimated Russia’s monthly output at around 2700 Shahed-type UAVs and roughly 2500 decoys
3/ Ukrainian Air Force data shows 5,438 drones of this type were launched at Ukraine in June 2025 - about twice the number cited by Zelensky. The gap likely comes from the Air Force counting both Geran and decoys UAVs, while Zelensky referred only to strictly Geran drones
As Ukraine marked Naval Forces Day, Russia’s Black Sea Fleet started the morning fending off a joint air and sea drone attack on its base in Novorossiysk. Early footage shows no major damage. Our team reviewed satellite imagery from the day before, here’s what we know🧵:
2/ As of July 5, four Kilo-class diesel-electric submarines were present at the Novorossiysk naval base - which is nearly the entire remaining operational submarine force of Russia’s Black Sea Fleet. These submarines are equipped to launch Kalibr cruise missiles.
3/ Valuable naval assets, including an Admiral Grigorovich-class frigates, minesweepers, patrol boats, and corvettes, were anchored in the bay at the time of the attack. The strike occurred overnight, and by late morning, local authorities declared the situation to be safe