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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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