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…
9/ If you like our work, please consider supporting us by subscribing to a premium subscription or donating through BuyMeaCoffee. Your support helps us to continue, as we are budget-constrained. Sharing and quoting also greatly assist us. Thank you!
Frontelligence Insight Special Report: AWOL Trends and Casualty Ratios in Russia and Ukraine
In assessing overall manpower casualty ratios, we analyzed Russian AWOL figures alongside Ukrainian estimates, factoring in KIA, MIA, and recruitment rates to assess the war’s prospects
2/ Thanks to @InformNapalm, a Ukrainian OSINT community, we analyzed a screenshot of a Russian presentation slide detailing desertion numbers. The percentage and corresponding figures allowed us to calculate the total number of AWOL cases across all Russian military districts.
3/ As shown in the translated graph, the Southern MD has the highest number of desertion cases. This is unsurprising, as it includes the former 1st and 2nd Army Corps (now the 51st and 3rd CAAs), which are largely composed of forcibly mobilized residents from occupied territories
One of the most critical yet unresolved questions of this war is the true impact of drone attacks inside Russia. Our team has been working with media organizations and volunteers to tackle this. But finding the answer isn’t easy, and we need your support. Here’s how you can help:
2/ The simplest and most effective way to support our investigation is through donations. This helps cover essential expenses like satellite imagery, expert analysis, and time. You can donate via BuyMeaCoffee:
3/ We’re also looking for volunteers to assess the damage, particularly those with expertise in damage surveys, industrial building damage assessments, and the oil and gas industry: especially in evaluating potential refinery damage. Feel free to contact us at
frontel@proton.me
As we move into the second month of the year, Frontelligence Insight has prepared an early assessment report covering recent developments on the frontlines and within both Ukrainian and Russian military forces. Below are some key highlights from the report. 1/ 🧵Thread:
2/ The frontline dynamics for Ukraine remain challenging, with setbacks in Pokrovsk, Chasiv Yar, Kupyansk, and Toretsk. While leadership is working to address organizational and recruitment issues, it will take time for these changes to be implemented and impact the battlefield.
3/ Russian forces are facing high losses, with tens of thousands of AWOL cases and a significant depletion of armored vehicles, which are being replaced by civilian transport. Nevertheless, they continue advancing in areas where Ukrainian defenses are stretched with few people
In collaboration with @casusbellii, our team Frontelligence Insight investigated a large Russian convoy: over 100 vehicles, including tanks, trucks, IFVs, artillery, and other equipment, that rolled into Bamako, Mali. We've assessed its composition and origins. 🧵Thread:
2/ On January 17, 2025, local media Cap Mali+, streamed a more than 30-minute video of a column of vehicles passing through unnamed Malian streets. The convoy included over 100 vehicles, with roughly half consisting of trucks and the other half made up of combat vehicles
3/ The location of the footage was geolocated to the southwestern outskirts of Bamako, near coordinates 12.545009, -8.120543. The convoy was moving toward the center of the Malian capital.
You may not have heard of tantalum, but there’s a good chance it’s in the phone or computer you're using to read this. It’s also a key part in Russia’s military electronics, and its shortage, driven by sanctions, is causing disruptions. Frontelligence Insight's latest assessment:
2/ Russia relies on tantalum to produce tantalum powders for capacitors used in control, navigation, and signal processing systems. While Russia has tantalum deposits, they are limited, and it lacks advanced processing facilities to process a raw tantalum
3/ Historically, tantalum processing has been conducted at the Ulba Metallurgical Plant in Kazakhstan, a facility built during the Soviet era. When sanctions were implemented, Kazakhstan joined them, cutting off Russia’s primary supply of processed tantalum.
1/ Why is Ukraine losing ground? There are many explanations, ranging from a lack of aid to a lack of political will to win. The reality, however, is far more complex. This thread offers a brief excerpt from my recent analysis, with the full link provided at the end.
🧵Thread:
2/ Many struggles that the Ukrainian military faces stem from before 2022 and have scaled significantly by 2025. A mobilized force, where teachers, farmers, and IT workers replaced the professional core, turned what began as 'growing pains' into systemic flaws
3/ A damning report on Ukraine’s 155th Anne of Kyiv Brigade grotesquely exposed systematic issues. Despite training in France and sufficient funding and equipment, the unit faced high AWOL rates and fragmentation across frontline units. The issues that lead to it are systematic