Latest on Avdiivka and Helicopters Operations. 🧵Thread
1/ By late 2023, Frontelligence Insight noted a stabilized situation in Avdiivka. However, recent developments have worsened the situation for Ukrainian troops, especially in the southern residential area
2/ While the northern part of Avdiivka is shielded by the AKHZ (industrial buildings), the southern area is comprised of one to two-story houses susceptible to artillery fire. If unable to capture the area, russians erase it with artillery, deploy infantry, and seize the rubble.
3/ The visible artillery strikes, moving from the outskirts to residential areas, indicate the shift. Eventually, the damage makes defense challenging. The same problem extends to nearby multi-story apartment buildings targeted by previous Russian FAB hits.
4/ The situation on the flanks remains more stable, enabling Ukrainian forces to defend Avdiivka. Sattelite imagery shows a continued shift of artillery fire north of Avdiivka, targeting areas near Stepove, Berdychi, Novobakhmutivka, and Novokalynivka
5/ In summary, Avdiivka's situation has worsened due to limited artillery ammo, a decrease in counter-battery fire, and a lack of reinforcements. Russia exploits these gaps, leveraging its personnel and ammo numbers advantage.
6/ Resurgence of Helicopter Operations
Our team previously identified a FARP (Forward Arming and Refueling Point) helicopter base in Strilkove. Following Ukraine's ATACMS strikes on airfields in Luhansk and Berdyansk, the base was abandoned and remained unused until recently.
7/ Recent imagery from January 2024 reveals the presence of Russian helicopters at the base. Analysis over multiple days indicates that Russians keep no more than 3-4 helicopters at a time. Additionally, the helicopters appear to be more dispersed
8/ We continue to emphasize the need for a sufficient supply of weaponry to Ukraine to achieve a shift in the balance of power. Small numbers provide a short-term advantage, with operational success possible under the right conditions, but the enemy uses this time to adapt.
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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
In recent months, Russia has focused on drone strikes deeper behind the front, aiming to disrupt Ukraine’s supply lines. In return, Ukraine has turned to hitting Russian drone teams. In an effort called "Dronocide," Ukrainian troops found 90 suspected drone sites in Zaporizhzhia
2/ The Armed Forces of Ukraine claim that 42 enemy positions were destroyed or heavily damaged in precision strikes. Notably, it does seem that the operation was a coordinated joint efforts between the Air Force, Defense Intelligence, drone units, and a land forces brigade.
3/ Coordination between various branches and units has long been a persistent issue for the Armed Forces. But based on this limited evidence presented in the video, there are optimistic signs that coordination and joint execution is improving to some degree.
On 5 July, Ukrainian forces carried out a strike on the Borysoglebsk airfield in Russia. Reports indicate that a depot with glide bombs, a trainer aircraft, and possibly other aircraft were hit. Our team has conducted a brief analysis of imagery a fire map - here’s what we found:
2/ NASA’s Fire Information for Resource Management System detected at least three thermal anomalies at the Air Base. While it's not very precise or comprehensive, the heat sources appear to be located in 2 areas: the central part of the airfield and the logistical section
3/ While not conclusive, this serves as a credible independent indicator suggesting a possible strike on the logistical area - where Russian forces may have stored ammo, or fuel. The fire in the central part of the airfield appears to be near the Radar Landing System