Trent Telenko Profile picture
Nov 5 15 tweets 4 min read Read on X
Western media & political commentary are dominated by "doomers" predicting short & long term outcomes on the 'inexhaustibility' of Russia's personnel & equipment pools, despite overwhelming evidence that Russia is struggling badly.

Reality:
Russia is in a crisis of loss. 🧵
1/ See: https://newsukraine.rbc.ua/news/confirmed-russian-battlefield-equipment-losses-1730799222.html
The following are the things I've been tracking for some time:

1. The Russians are losing an infantry division every week to 10 days in terms of soldiers at a rate of between with a 1,100 to 1,700 and associated equipment.

2/ Image
2. The Russian artillery is getting shorter ranged over time from losing the ability to make barrels and liners for 152mm guns. We are seeing literal WW2 122mm artillery pieces, presumably from North Korean stocks, in the Donbas.

3/
3. Half of Russians artillery shells in 2024 are from the DPRK. AFU reports RuAF is only outshooting them 2-to-1 in total shell count. While ROK military intelligence says the DPRK only has another 3 months of artillery ammo left to send to Russia at current rates.

4/
4. Training duration of replacement troops is getting shorter by the month. This means Russian replacements are less able to survive in combat. The average mobik now gets 7-to-10 days of training and most die in the first month.

5/
5.The Russians are repurposing troops from other arms as infantry, despite loss of capabilities like maintainers for nuclear rocket forces or naval seapower or tactical airpower.

6/
All of the above means that Russia has burned out its pre-war trainers and it is darned near through its ex-Soviet reserves of war gear.

The Russian economy is the size of Italy's in terms of GDP and most of the easily spent economic surplus is from oil and gas.

7/
Russia cannot build enough replacement war gear or munitions after the ex-Soviet stocks are gone to maintain the current pace of losses.

8/
newsukraine.rbc.ua/news/confirmed…
Furthermore, the Russian rail system is being overused the way the US rail system was in WW2.

Its worse, since the Russian rail monopoly was run like a family business. They were stealing from the maintenance & engine replacement budgets since 2013.

9/
That is when the Rail monopoly abolished the maintenance department because they replaced old rail bearing with Western ones lasting 20 time longer.

The wear out time for those bearing has arrived.

10/
The Russian railway system has been at 100% usage since the late summer of 2021.

It's total tonnage carrying capacity has fallen by 1/5 from lack of maintenance & over use. Look closely at the difference between 2021 and 2024 to date.

Chart, H/T @Prune602
11/ Chart via @prune602
Finally, the Russian national fund runs out by early 2025 and no one is buying Russian national debt even at 21% interest rates.  

See:


12/
This means that Russia has to print money to keep the war going and the prices of everything in Russia right now are far higher than official statistics.

13/ Image
The summation of all trends lands in the 1st quarter of 2025.

What this is telling my gut is that the Russian economy will be in in the beginning of a 1990's scale financial/economic crisis.



14/14 End
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More from @TrentTelenko

Nov 3
This Warzone article is an example of one of the things that has been driving me bug house nuts watching the US Military deal with drones.

Recognizing the utter collapse of analytical rigor compared to the "Big Five"
1/
...procurement programs and the MLRS artillery rocket system in the late 1970's-to-early 1980's.

The post 1973 Arab Israeli War US Army understood the idea of "the logistical costs of a stowed kill."
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The US Army kept the 105mm on the M1 in production so long because the depleted uranium (DU) 105mm "Long Rod" APFSDS could kill a early T-72 and you could carry 55 rounds versus 40 rounds for a 120mm gun firing a tungsten APDS or early DU APFSDS round.

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Read 47 tweets
Oct 4
Thermite drones inside a bunker are all sorts of evil beyond burns.

My WW2 flame weapon research found that CO, carbon monoxide, fills the chemical bonds that O2 does in the lungs of air breathing fauna.

That means once CO hits those bonds in your lungs, you suffocate.

1/
What killed Imperial Japanese soldiers in WW2 "without a mark" inside bunkers was carbon monoxide poisoning, not a lack of O2.

Once you get enough CO in the lungs on the O2 chemical bonds.

No further O2 can get into the bloodstream and you suffocate.

2/ Image
I ran across that fact in a trip report of a US Army Chemical Warfare Service (CWS) medical doctor sent to Leyte to take blood samples from IJA corpses that died from flame weapons.

It didn't work out and the CWS used goats in bunkers hit with flamethrower weapons to get the CO poisoning medical data.

3/3Image
Read 4 tweets
Oct 4
You all realize that this Ukrainian thermite drone innovation just made every field fortification design by every army in the world obsolete?

1/
Any trench w/o overhead cover and any passage or firing slit that is big enough to shoot a crew served heavy weapon or vehicle out of is also big enough for a FPV drone spewing thermite to fly into.

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Every field fortification manual ever written by every military in the world is obsolete and will have to be re-written with an eye to placing curtains, nets or wire screens across firing slits and doors to keep out small drones.

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Read 4 tweets
Oct 1
These appear to be long range heavy MLRS of 240 mm to 400 mm diameter rather than "ballistic missiles."

1/
Heavy MLRS like the Chinese PLA, 350 km range, PCL191 erases the distinction between short range ballistic missiles & guided MLRS.

It is unclear exactly what the real ranges range of Iranian Heavy MLRS are given Chinese technology transfers.
2/

The "missile" impacts have the classic artillery rocket impact ellipse with strikes being on the line of flight axis having more dispersal (long/short) that left or right of it.

3/
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Read 7 tweets
Oct 1
Just...no. That's bad analysis.

One of the spaces @secretsqrl123 had with @RyanO_ChosenCoy present. He made clear Ukrainian FPV drones based on Hollywood camera multi-copters have a 50 km one way range.

The other issue is the disintermediation of drones from platforms.
1/
Image
"Disintermediation" means any shipping container or flat space on a vessel/vehicle works as a launcher.

A ISO container with 126 drones can be stacked on a 24 X 24 top level of a Chinese MGX-24 container ship and lob 72,576 drones in a simultaneous wave 50 km or more.

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Another thing that works are simple racks in cargo aircraft, helicopters or boats.

The Russians are using simple racks in the Mi-8 to hold FPV drones in large numbers to engage Ukrainian boat drones or special forces craft with MANPADS or FPV's.

3/
Read 18 tweets
Sep 30
Missiles are structurally strong nose to tail because, rocket acceleration. Side to side missile structure is as weak/light as possible for performance reasons.

Railway gondola cars moving missiles like this rattles them side to side like beans in a maraca.😱

1/3
Things like the Russian SAM malfunction you see below happen for reasons, some of them involving long distance railway transportation.

2/3

These sorts of Russian heavy SAM failures are showing up every so often.

How much of it is due to Gondola rail car transportation isn't knowable, barring someone stealing Russian documents about the issue.


3/3
Read 4 tweets

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