Colby Badhwar ๐Ÿ‡จ๐Ÿ‡ฆ๐Ÿ‡ฌ๐Ÿ‡ง Profile picture
Apr 7 โ€ข 11 tweets โ€ข 5 min read โ€ข Read on X
๐Ÿ‡บ๐Ÿ‡ธ๐Ÿ‡บ๐Ÿ‡ฆ๐Ÿ‡ท๐Ÿ‡บ Russia has suffered nearly 800,000 casualties in Ukraine. ~Unclassified estimate from US European Command

Read through the thread below to see what else General Cavoli shared in his written testimony to the Senate Armed Services Committee. ๐Ÿงตโฌ‡๏ธ

1/10 Image
Losses:

๐Ÿ’ฅ3000 Tanks
๐Ÿ’ฅ9000 AFVs
๐Ÿ’ฅ13,000 artillery systems
๐Ÿ’ฅ400 air defense systems

During the hearing he actually said 4000 tanks, which is closer to OSINT tallies; 9000 AFVs is likewise a conservative figure; 13,000 arty must include mortars; 400 AD looks about right.

2/10 Image
He states Russia "is on pace to replace all [losses]", but this is missing important context. They aren't producing new vehicles in any large quantity, but rather refurbishing vehicles from storage. Once those stocks are exhausted production will plummet. ๐ŸŽฅ via @hizzo_jay

3/10
Russia's ability to replace all their air defense losses (especially advanced radars) is highly questionable as well. Russia's difficulty in scaling production of air defense systems such as S-400 is well documented.

4/10defensenews.com/industry/2023/โ€ฆ
Russia's ability to produce 250,000 artillery rounds per month is impressive on paper, but we must remember that this is inclusive of 152mm & 122mm calibres, and possibly mortar bombs as well. Western production of 155mm & 105mm ammunition will likely match it by year end.

5/10
โ˜ ๏ธโ˜ฃ๏ธโ˜ข๏ธ "Russia also maintains *robust* chemical and biological weapons programs", this is stronger language than what was written in the Department of Defense's 2023 Strategy for Countering Weapons of Mass Destruction.



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๐Ÿ‡ท๐Ÿ‡บ๐Ÿ‡ฐ๐Ÿ‡ต Cavoli reaffirms the extent of known Russian-DPRK cooperation: millions of artillery shells; various missiles and weapons systems, with 13,000 containers delivered in the last year. "Russia is almost certainly transferring missile technology to Pyongyang" as payment.

7/10 Image
๐Ÿ‡ท๐Ÿ‡บ๐Ÿ‡ฎ๐Ÿ‡ท Cavoli discloses that Russia has received over 400 short range ballistic missiles from Iran. The last publicly reported estimate I saw was from the Ukrainians: ~200 Fath-360s.



8/10 Image
SAG-U has delivered $66 billion in security assistance to Ukraine. For context, ~$30 billion in PDA from the US has been committed to date, though not quite all delivered. USAI deliveries are probably somewhere $5-$10 billion. So SAG-U deliveries are about 50% US origin.

9/10 Image
I'll conclude with a statistic Cavoli offered about FMS:

Of the $118 billion in total Foreign Military Sales in FY24, $68 billion, or 58%, was to Europe. From FY17-FY21 it averaged just $11 billion annually, so its up 600%.



10/10 defensearchives.com/news/united-stโ€ฆImage

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More from @ColbyBadhwar

Jul 11
๐Ÿ‡บ๐Ÿ‡ธ๐Ÿ‡ช๐Ÿ‡บ๐Ÿ‡บ๐Ÿ‡ฆ Notable Europe & Ukraine policy provisions in the Senate's draft FY2026 National Defense Authorization Act, including an authorized increase in military aid funding:

๐Ÿงตโฌ‡๏ธ

1/6 Image
The Ukraine Security Assistance Initiative is extended through 2028 and an increased amount of $500 million is authorized, compared to $300 million annually in the past several years. HASC authorized $300 million and the budget request was for $0.

2/6
DoD is directed to establish a depot-level maintenance plan for all of Ukraine's western supplied equipment, and Sec Def is required to continue intelligence cooperation with Ukraine. Security cooperation with Ukraine is reaffirmed as US policy.

3/6
Read 6 tweets
Jul 2
๐Ÿ‡บ๐Ÿ‡ธ๐Ÿ‡บ๐Ÿ‡ฆ Yesterday, POLITICO broke that the Pentagon paused some shipments of ammo to Ukraine. The decision, driven by the Under Secretary of Defense for Policy, is claimed by DoD to be in response to concerns about their own stockpiles.

Is that true?

No. It is not.

๐Ÿงต โฌ‡๏ธ 1/19 Image
Department of Defense stocks of a wide variety of munitions are undoubtedly depleted due to the War in Ukraine and the conflict in the Middle East, but the devil is always in the details. POLITICO reports that the pause has impacted both deliveries under PDA & USAI.

2/19 Image
PDA (Presidential Drawdown Authority) is the mechanism for delivery of defense articles to Ukraine from DoD stocks. USAI (Ukraine Security Assistance Initiative) allows for the procurement of defense articles from industry or partner countries.

3/19
Read 19 tweets
Apr 28
๐Ÿšจ๐Ÿ‡บ๐Ÿ‡ธ Looks like ATACMS is back on the menu, boys!

The House & Senate Armed Services Committees have released bill text detailing the $150 billion increase in defense spending, as part of Congressional Republicans' reconciliation package.

Here's select highlights. ๐Ÿงต โฌ‡๏ธ

1/20 Image
Pictured is a high level overview of where the money would go, and here is the link to the bill text:


I will be focusing mostly on procurement & RDTE items that are of interest to me. I don't follow shipbuilding, ask Zach about that over on BS.

2/20 armedservices.house.gov/uploadedfiles/โ€ฆImage
$24.7 billion would be appropriated to support Pres Trump's Golden Dome EO, which the Missile Defense Agency is already diligently working on.

Highlights include:

$2b for air moving target indicator satellites
$5.6b for space-based & boost phase intercept capabilities

3/20 Image
Read 24 tweets
Apr 10
๐Ÿ‡บ๐Ÿ‡ธ President Trump has signed an expected Executive Order on reforming the United States' arms sales (Foreign Military Sales [FMS] & Direct Commercial Sale [DCS]) processes.

Thread on my initial takeaways. ๐Ÿงตโฌ‡๏ธ

1/14 Image
Currently security cooperation (SC) responsibilities are split between the Departments of Defense and State; each has different programs under their purview but agreement between both is required for basically all of them in order to approve a SC case (FMS, DCS, etc).

2/14 Image
Consolidating decision-making could be a positive development. It's my view that security cooperation should be entirely within the purview of DoD, but this would entail massive legislative changes to the Arms Export Control Act (AECA) & Foreign Assistance Act (FAA).

3/14 Image
Read 14 tweets
Dec 16, 2024
๐Ÿ‡บ๐Ÿ‡ธ๐Ÿ‡บ๐Ÿ‡ฆ As President Joe Biden serves out his final weeks in office, he still has the opportunity to correct his past mistakes, and put Ukraine on better footing as we start the new year. Here's what should be done. โฌ‡๏ธ

๐Ÿงต 1/9 Artwork by The Insider.
If you want to read beyond these highlights, check out my latest for @InsiderEng, which explores this in more length. I also touch on the question of what we might expect from the incoming Trump Admin and the new Congress in the US.

2/9

theins.press/en/opinion/colโ€ฆ
1. Take the cuffs fully off

Despite Biden authorizing the use of ATACMS on Russian territory, does anyone believe that this was done unconditionally?

Obviously not.

The Pentagon & NSC are still intimately involved in the process. That needs to change.

3/9 ATACMS debris, Russia.
Read 9 tweets
Nov 19, 2024
โ—๐Ÿ‡บ๐Ÿ‡ธ๐Ÿ‡จ๐Ÿ‡ณ "US Army and Joint Electronic Warfare (EW) forces in the
Indo-Pacific are outnumbered, outranged, and outpowered by those possessed by the People's Liberation Army (PLA)." -Army Science Board White Paper on EW

Let's see what else it has to say?

๐Ÿงตโฌ‡๏ธ 1/14 Image
"there is no executive agent or proponent [for EW] designated at the highest level of the Army to ensure appropriate resourcing of critical functions, equipment, training, and staffing."

A Deputy Assistant Secretary for EW, reporting to ASA(ALT) could be created for this.

2/14 Image
"The PLA's space capabilities closely match or exceed those of US Army Pacific (USARPAC)."

"The Army makes operational and resourcing decisions based on analytical data that supports value to the warfighter, but its EW discipline lacks this analysis capability."

3/14
Read 14 tweets

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