Trent Telenko Profile picture
Sep 3 15 tweets 6 min read Read on X
This X post From @Prune602 I've pasted below is from a long & crunchy data filled thread looking at the crashing Russian railway system capacity.

The thread is screaming several things at me about AFU strategic bombing strategy and its objective for the Russian economy.

1/
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The biggest "Ah-Hah!" in the thread was the observation that the Ukrainian strikes on oil refineries and depots were less an oil campaign than a transportation campaign aimed at sucking up Russian rail capacity.

>>"Oil & Oil (Petroleum Products),

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...they did move more in August than previously.  This may have been because they HAD to due to the oil depot problems.

Remember, any time they ADD or REMOVE an export ban on gasoline (or similar) it causes difficulties for Russian Railways."

3/
That is, Ukraine is forcing a just-in-time delivery system on the Russian railways for military fuels. 

This seems to be a big reason Russian troops when from Kherson and the rest of Southern Ukraine to Kursk by truck.


4/
In so many words, Ukrainian depot & refinery targeting is forcing the creation of priority Russian diesel & kerosine shipments that are eating up the declining Russian locomotive engine capacity.

5/
There are multiple other indicators Russian rail capability restrictions.

While Russian manpower losses are running 1,200 to 1,300 a day, we see a vast reduction in Russian artillery tubes losses...

6/
...a 20% reduction in shelling across the entire Ukrainian front lines...

7/
...and a reduction in Russian August 2024 tank/AFV loss rates.

8/
Russian artillery tube, tank & AFV losses are directly related to their exposure to Ukrainian drones and direct fire weapons.

As replacement Russian artillery got shorter ranged, and their tubes wore down, their losses increased...

9/
...because the Russian tubes were closer and had to fire more due to lower accuracy in range of AFU drone surveillance.

Reduced Russian rail capacity means less shells, less firing, and thus fewer losses for immobile RuAF guns.

10/
Finally, all the other long crunchy data @prune602 laid out is screaming END-RUN PRODUCTION at me a 'la WW2 Nazi Germany's railway collapse.

Things like less intermediate goods being moved because oil & gasoline had to be just jumps out.

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The whole idea of "End-Run Production," if it is remembered at all in DC, is usually applied to the Imperial Japanese in the closing months of WW2 when 1945 Japanese production was only 32% of its peak.

The clip below is from "The Great Crusade - A New Complete History of the Second World War, Revised," page 420.

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The collapse of the Russian railway system carrying capability is incredibly important from the End-Run Production point of view as it 43% of all Russian transportation, much more for east-west movement and 86% of the rail freight is electric powered.

13/
Ukraine is forcing massive reprioritization of Russian railway traffic at the same time it is hitting Moscow power plants to disrupt the central rail hub Moscow represents.

Russian electric engines on depowered rail lines block diesel engine trains.

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Given the "One big industrial plant" ex-Soviet gigantism of Russian industry.

I'm watching all of this and setting up some popcorn for when the full effects of End Run Production arrive for the Russians.



15/15 End

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More from @TrentTelenko

Sep 2
At 1,300 KIA/MIA a day, the Russians lose all the ground combat elements of a Russian division a week.

The drop in Russian artillery losses from 70 to 10 a day reflects either fewer tubes being used or an unwillingness to expose tubes w/o heavy drone jamming covering them.

1/
I am struggling to think of a post WW2 campaign with loss rates of a division per week.

Maybe the 1980's Iranian marsh offensives Iran-Iraq war?

Yet this is a material truth has not put a dent into the convictions in the DC elites around the Biden-Sullivan Administration

2/

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...that Russia is surging ahead in material and manpower.

RuAF shell fire, plus their tube & tank loss rates are all declining.

Yet I see this nonsense popping up all over the place in media sources for which veracity is a meaningless concept.

3/3
Read 4 tweets
Sep 2
What is the thing that stands out the most in this Moscow video of an AFU drone striking a Russian refinery _IN_DAYLIGHT_?

IT'S WHAT'S MISSING.

Consider: Where are the VKS fighter jets?

Where Russian Drone Defense vs AFU strategic drone bombing🧵
1/
Ukrainian PSU Mig-29's are downing Shaheed's in daylight.

Where are the Russian fighter jets over Moscow?

2/
Ukrainian PSU Hind helicopters are in the air shooting down Shaheed's in daylight.

Where are the Russian VKS Hind attack choppers over Moscow?

3/
Read 20 tweets
Sep 1
It appears the Ukrainian Kusk incursion has been accompanied by a new Security Service of Ukraine fixed wing FPV drone called the Gray Widow-1 that has a range of 50 km to stop Russian road & rail traffic.

AFU's Cut Rate Lancet in Kursk🧵
1/


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The twin engine Gray Widow-2 was shown in the same article.

It is unclear what the range/payload of the FPV/loitering munition will be, but something significantly over 52 km is a good guess.

2/
mil.in.ua/en/news/a-batc…
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The video of the Gray Widow-1 operations make clear it is now in service.

It's an easy to use munition that is logistically simpler to move and set up than a 60mm mortar and outranges a M109A6 155mm/L39 Cal gun firing an Excalibur GPS guided shell.

3/
Read 8 tweets
Aug 31
Bwa-Ha-Ha-ha-ha...

I've seen pro-Russian trolls waving this IMF freak flag after one of my posts pointing out the history of how Russian agricultural sector collapse precedes a bigger economic collapse.

Let's look at the official Russian numbers, courtesy of Joe Bloggs.
1/
This is a spreadsheet comparing the hard numbers of US versus Russian economic growth of Jan 2018 - Dec 2023.

BLUF:

The US economy grew more.

2/
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This spreadsheet is a comparison of economic purchasing power of the Russian economy over time given the ruble's decline in value in the world economy in terms of the US dollar.

BLUF:

Russian world purchasing power fell 16% from Dec. 2017 to Dec 2023.
3/ Image
Read 10 tweets
Aug 31
This is an English translation 🧵of a Russian language article describing the RuAF "final 10 km to the front line" motor transport logistics made up of donated and stolen civilian motor transport.

RuAF Mafia logistics🧵
1/
The Front-Line troops and Russian Army MP's are now drawing guns on one another as the Russian MP's latest leader in occupied Ukraine is trying to enforce a year-old order to confiscate "Non-standard" motor transport from the front-line troops.

2/
Culturally, this 2024 Russian wartime behavior mirrors that of the Soviet state in late 1941-early 1942 period as described in "The Soviet Home Front, 1941-1945: A Social and Economic History of the USSR in World War II" by John Barber & Mark Harrison.

3/
amazon.com/Soviet-Home-Fr…
Read 10 tweets
Aug 29
We see videos like this and there are still Western ground forces officers' denying that FPV's drones are a major battlefield threat to tanks.

The ability to steer an overmatching shaped charge to the weakest armor points on a tank requires a new approach to tank design.
1/
FYI, the highest US production rate for the M-1 Abrams at the height of the Cold War was 70 a month, 840 a year.

Pre-1979 tank designs were not built for top attack protection against major caliber shaped charge attacks FPV's deliver.

And it shows⬇️

2/
Pimping out pre-1979 tank designs are a semi-useful adaptation that are better than WW2 sandbags.

However, catastrophic top attack loss rates of over 100 tanks a month are not sustainable by anyone.

Russia lost 122 tanks in April 2024.

3/3
Read 4 tweets

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