1/ Dear all! As I will be on holiday as of tomorrow, I will write down some words on the current #kursk offensive.
First, information is imperfect. Current estimation of ๐บ๐ฆstrength are based on ๐ท๐บbloggers. And may well be exagregated.
2/ If ๐ท๐บ loses, it was always a mighty NATO Panzer-Army that beat them, never their own incompetence, corruption, and disorganisation.
๐บ๐ฆ may achieve this with less ressources than we think.
3/ But if ๐บ๐ฆ intends to hold territory to leverage it for negotiations, this would need substantial forces. Especially if ๐บ๐ฆ continue to grow as rapid as they are now.
Hence I am still a bit skeptical whether this is actually the plan.
4/ It may just be a diversion to make ๐ท๐บ re-direct forces from the Donbas and hence trash the ๐ท๐บ plans for the remaining summer offensive. Force ๐ท๐บ to keep more troops close to the border, away from the front.
5/ But even the idea of holding Kursk ransom for a "land for land" swap has a logic. To force Putin to the negotiation table, ๐บ๐ฆ needs to apply pressure on ๐ท๐บ. It will not be able to do so it it keeps turning the other cheek.
6/ Indefiniently defending till ๐ท๐บ is drained of materiel to continue the war is in itself a risky proposal. The ๐บ๐ธ elections pose a risk. No one knows how US aid will continue.
In ๐ซ๐ท there is no government. ๐ฉ๐ช has cut its assistance in half.
7/ ๐บ๐ฆ cannot rest its strategy on luck. They need to size the initiative and put pressure on ๐ท๐บ. On the "conventional" front, ๐ท๐บ defences are too strong and well manned, it will take one or two years to prepare a conventional offensive against ๐ท๐บ occupying forces.
8/ Can ๐บ๐ฆ wait so long? If not, it needs to think unconventionally, and try to apply pressure where Russia is weak, not where it is strong. This obviously is the border.
This operation entails a significant risk for ๐บ๐ฆ. It may overstretch, use up reserves, exhaust troops.
9/ Then there is the political risk of international suppoerters not seconding the operation. In ๐ฉ๐ช the pacifist camp already goes ballistic. I have no idea how this is received in ๐บ๐ธ.
Then there is the risk of ๐บ๐ฆ falling victim of its own success.
10/ That a raid (this may still be a raid, not an offensive) gets so popular that it becomes an offensive, and that terrain then needs to be hold for domestic purposes. But this then overstretches ๐บ๐ฆ, consumes reserves intended for the East, creates imponderabiles...
11/ However, for ๐บ๐ฆ, no possible course of action (including just continue static defence) is risk free. All these different risks need to be weighted against each other.
There is no risk-free option. There is no risk-free war.
12/ In a long war of attrition, both parties battle with problems retaining, recreating, and rebuilding their forces. Both fight on knive's edge, and small things may tilt the balance in one or the other direction. Only hindsight will tell.
13/ Triumpf and tragedy are very close neighbours, no one can predict with certainty what it will be.
However, I will be on vaccation with my little ones, so please turn to others for two weeks to tell you how it will end.
โข โข โข
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1/ So, as my quote in @newsweek is touring around, I may add a ๐งถ on the context.
The topic of the whole debate centered around high ๐ท๐บ losses of materiel, armoured vehicles in particular, and whether or not Moscow can replace it. newsweek.com/satellite-dataโฆ
2/ The article in newsweek quotes this article in @SZ, which is behind paywall and in ๐ฉ๐ช. So I guess no one has read it.
Unfortunately the German title is "Putin is running out of tanks", which is not exactly what the article is abut. sueddeutsche.de/projekte/artikโฆ
2/ "Panzer" in ๐ฉ๐ช also can mean "armured vehicle", and that is what we talked about specifically: APCs, IFVs, SPGs and MBTs;
Sรผddeutsche did an interview with me and @HighMarsed, also included work from @Jonpy99 and @kalenskyj on depleting Russian vehicle stockpiles.
1/ Dear @Reuters, this is prime-time desinformation. THis kind of rumors are spread to distract the West and portray the illusion there would be peace in reach.
One should use a bit of brain before publishing this. reuters.com/world/europe/pโฆ
2/ Let's start with the fake-news part. The "informed" sources say any further push requires nationwide mobilisation, and the Kremlin does not like that. ๐๐ฉ
Of the 385000 new soldiers added to the RuAF for this summer's offensive, only 25000 were mobilised.
3/ The rest are contract soldiers. There is money for this, and Russians from poor regions are taking them up. There is no indication whatsoever that Russia would need another mobilisation.
Mobilising so few people allws mobilisation orders to be issued very selectively.
1/ I get asked a lot about the possibility of a ceasefire in the ๐ท๐บ๐บ๐ฆ war. Short answer - it's an illusion.
Long answer in the thread.
2/ Roughly two "types" of questions popping up:
1โฃ "Now that the counter-offensive failed, should we put pressure on Zelenskyy to negotiate?"
THis question implies that ๐บ๐ฆ does not want to negotiate and all we need to do is armwrest them into it. That is nonsense.
3/ Putin does not want to negotiate, he wants to win the war. He made huge investments, financially and personally in this war. He knows that the war came at huge costs for ๐ท๐บ and the prise should be worth it.
1/ Some thoughts on the munity turned attempted Putsch yesterday. A lot on it is still in the dark. But a few observations.
A ๐ชก
2/ First, to pull this, there must have been considerable collaboration from the side of the Russian armed forces. Rostov and Voronezh are not de-militarised spaces. Quite the contrary.
Rostov hosts the SMD command and units of the 8th CAA, Voronezh the 20th CAA.
3/ From FSP border guards that let Wagner in to various units along the way that led Wagner pass with impunity, not to mention stockpiling army equipment like Pantsir SAM to T90M MBT.
Wagner made a stunning dash towards Moscow, the only real resistance came from the VKS.
1/ I am in Stockholm this week and quite busy with meetings. As always, things happen when I am away.
I tried to write an @ecfr comment on the #counteroffensive since May, but now it got overtaken by events. A๐ชก from the phone will have to do.
2/ Battalion and even brigade size counter attacks are within the range of local ๐บ๐ฆ army-corps. So one needs to be cautious about assaults. Near #Bakhmut & #Soledar they were undertaken predominantly as fixing actions.
3/ But yesterday the ๐บ๐ฆ 37th Marine Infantry brigade appeared in the Novodonetske sector. New formed formation marked as Army level reserve indicates that this operation is at least an attempt at something larger.
If nurtured with reserves, the breakthrough inticates ...
1/ So, entering the fighter debate. A lot has been coverd and discussed about it, here a short ๐งตabout some things I could not fit into this ๐ @ecfr comment. ecfr.eu/article/the-caโฆ
2/ ๐บ๐ฆ are at serve disadvantage for both tactical and technical reasons.
The tactical are hard to change. Fighters need to hug the ground to avoid ๐ท๐บ GBAD. That means the range of whatever AA missile they fire is reduced. Because the missile has to waste a lot of energy climbing
3/ ... instead of range.
๐ท๐บ missiles gain range by firing at low-flying targets from above.
Regardless what missile is used, even hypothetically, ๐ท๐บ will outrange ๐บ๐ฆ.
๐บ๐ฆ will have to sneak up to ntercept any ๐ท๐บ plane. But, to fulfill their mission, ...