Dr. Jeffrey Lewis Profile picture
Jan 5, 2024 11 tweets 6 min read Read on X
The case for the Russian missile that struck Kharkiv on January 2 being a North Koran Hwasong-11 variant is a very, very strong. A short thread building on the work of the #OSINTatMIIS team, especially the amazing @DuitsmanMS.
politico.com/news/2024/01/0…
A point of clarification. North Korea manufactures several variants of the Hwasong-11 including the Hwasong-11A (US designation: KN-23) and the Hwasong-11B (KN-24). We're still not sure which variant was used in the attack on Kharkiv. I made a chart to help you out.
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Based on the description of the graphic that the USG handed out, which mentioned both the KN-23 and KN-24, it seems the USG isn't certain either. TBH, the variants look very similar when shiny and new. What's left of the missile at the end of the ride is pretty well-done.
reuters.com/world/europe/r…Image
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For our comparison, we have many pictures of North Korean Hwasong-11 SRBMs under production at the February 11 Machine Plant near Hamhung. We also have many pictures of Iskander debris from combat in Georgia, Azerbaijan and now Ukraine.
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There are two points to make: First, the debris in Kharkiv is very similar to North Korea's Hwasong 11 A/B. Second, the debris is distinctly unlike Russia's Iskander. Let's look at two bits of the missile: the top of the solid rocket motor and the base. Image
The top of the motor has a metal plate covering the access port for the igniter. The North Koreans bolt that plate on the Hwasong-11 A/B with 20 evenly spaced bolts. The Russians use 18 bolts in six groups of three for Iskander. The debris has 20 evenly spaced bolts. Image
Another coincidence -- a variant of the Hwasong-11 has an irregular pattern of fastening points around the edge of the casing at the top of the motor. The pattern on the debris matches perfectly. We're not sure which variant (A or B) has that pattern, but we know one does.
The bottom of the missile has four jet vanes for steering the missile. The mechanism that moves the vanes is housed in a little box. The housing on the Hwasong-11 A and B is blocky and trapezoidal. The housing on the Iskander is rounded. The housing in the debris is trapezoid. Image
The Ukrainians actually unbolted at least one of the housings and took a picture of it. It looks identical to what we see on the Hwasong-11 A and B.

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Last but not least, the base of the Russia's Iskander has circular ports to house penetration aids (countermeasures to fool missile defenses.) North Korea's Hwasong-11 A and B have no PENAIDS in the base, which is smooth as a baby's bottom. The base in the wreckage is smooth.

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This is a damning set of similarities. The missile is certainly not an Iskander. The case for this being a Hwasong-11 variant is very, very strong. In fact, I can't imagine a stronger case short of a worker leaving a signed note from Kim Jong Un inside the guidance compartment.

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More from @ArmsControlWonk

Dec 12, 2024
A bunch of tankie accounts are reposting this claim that Russia can produce 25 Oreshnik IRBMs a month.

That's probably wrong. 🧵
militarywatchmagazine.com/article/ukrain…
The claim of 25 missiles a month is falsely attributed to the @DI_Ukraine. What @DI_Ukraine says, according to other news outlets, is 25 IRBMs per YEAR, not per MONTH.
babel.ua/news/113282-ro…
Oreshnik is the first two stages of the Yars missile. Oreshnik production rates should be similar to Yars production rates, which the Russians claim is "about 20 launchers and their supporting systems per year."
web.archive.org/web/2021041112…
Read 7 tweets
Nov 20, 2024
Russia has issued a new (2024) "Fundamentals of the State Policy of the Russian Federation in the Field of Nuclear Deterrence" (основы Государственной Политики Российской Федерации В Области Ядерного Сдерживания). Same wine, new bottle. 🧵.
static.kremlin.ru/media/events/f…
BLUF/TLDR: Four significant changes from 2020 but these changes are all (1) at the margin, (2) consistent with past Soviet/Russian policy, and (3) stuff that I believed was the policy in fact, even if it had been unstated.
It's also exactly what Putin foreshadowed last month.
kremlin.ru/events/preside…
Read 23 tweets
Nov 14, 2024
No, it probably can't. At least not anytime soon. A short 🧵.
1. The report was written by a think tank, not technical experts from the 🇺🇦 gov't.
2. 🇺🇦 has ~7 tons of reactor Pu, enough for several hundred simple-fission weapons.
3. The Pu is sitting in spent fuel. To use it, 🇺🇦 would have to build a separation plant, which would take years and cost hundreds of billions.
web.archive.org/web/2024111318…
First, some context. The document is just a report prepared by a think tank that will be presented at a conference. This very much stretches the definition of "news."👇 Image
Read 20 tweets
Nov 8, 2024
This is a great idea! If North Korea tests the Hwasan-31 "tactical" nuclear warhead, this is what we'll see. A short 🧵.
According to Kim Yo Jong, the explosive power or "yield" of the Hwasan-31, pictured below, is the same as 900 tons of TNT -- that's much smaller than the bombs dropped on Hiroshima (15,000 tons) or Nagasaki (21,000 tons). Image
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The first indication will be a statement from @USGS_Quakes. Some time after that, the @CTBTO will also issue a statement. Here is what those looked like for the last test. Image
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Read 7 tweets
Oct 4, 2024
I am coming around to the idea that Israel's stocks of Arrow-2 and -3 interceptors are either depleted from April or are being saved for more sensitive targets. A little thread on cost effectiveness at the margins.
The US fired 12 interceptors during this engagement from the destroyers Bulkeley and Cole. Assuming they were SM-3 interceptors, that represents the production run for an entire year, at a cost of about $400 million total. (Each interceptor is about $30 million.) Image
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Arrow-2 and -3 production rates are classified, but Arrow-3 is more expensive than SM-3 at about $50 million per interceptor. You can see lots of Israeli officials talking about the need to reduce the cost of interceptors and increase production rates.
defensedaily.com/israeli-arrow-…
Read 5 tweets
Sep 13, 2024
I think the three big takeaways are:
1. That's likely Kangson. It *is* an enrichment plant.
2. The centrifuges are more advanced than the ones Hecker described in 2010.
3. KCNA did not to show the plant staff or the control room. Someone read about STUXNET.
🧵
As @ColinZwirko reported, the @JamesMartinCNS OSINT team concluded last night that this facility was most likely the presumed uranium enrichment plant at Kangson. I spent the morning quadruple-checking. I think they're right.
nknews.org/pro/north-kore…
Here is the team's reasoning. North Korea released 5 images -- 4 inside the "big" hall and 1 inside the annex that @ColinZwirko first noticed under construction in March of this year.
nknews.org/pro/north-kore…
Read 18 tweets

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