Michael Kofman Profile picture
Aug 12 18 tweets 4 min read Read on X
Russia’s advance near Dobropillia reflects the broader problematic dynamic, characterized by a lack of cohesive defensive lines, and undermanned units holding terrain, which can result in gradual then seemingly sudden shifts. Thread /1 (DeepStateMap) Image
The situation is still developing and hopefully will not result in a larger operational breakthrough, but this is a symptom of challenges and problems that many have been speaking to. I sought to cover them in this lengthy thread two weeks ago. /2
Advances around Pokrovsk had been blamed on RF diversionary-reconnaissance groups. But these are often just small assault infantry groups of 2/4/6 men, or motorcycle/buggy groups, which can bypass the porous defensive line if they can get past the drone coverage. 3/
The line is more of a series of pickets, often 2-3 man positions. Much of it is a gray area of overlapping defeat zones covering forward and behind these initial positions. Enemy assault groups seek to get through these positions and keep advancing. 4/
Ukraine has been holding the front with a deficit of infantry, and lack of reserves by depending on drone units. This has bought time, but is not sufficient to stabilize the front, or compensate for more fundamental challenges with force management and force generation. 5/
This recent advance appears to be made by dismounted infantry, and lightly motorized groups. Russian forces have progressed this year, and done so faster, with much lower use of armored fighting vehicles. This is the issue with treating armor availability as a key metric. 6/
This advance cut through a defensive line on the map, which in practice can now mean little, because this is not a war of trenches held by infantry, but of well masked positions for vehicles and small groups of infantry with large gaps in between. 7/ Image
Prepared defenses, mines, still canalize the advance and mapping them is useful, but these lines on a map can also set the wrong expectations given battlefield dynamics. See: 8/
Hence numerous groups of 2-3 men can walk through a porous line, along with buggy or motorcycle assaults, if they are not intercepted by established defeat zones around those positions or AFU drone teams are being suppressed. 9/
Russian forces also used UMPK glide bombs extensively in this direction to help set the conditions for this breakthrough. Contrary to rumors that occasionally crop up here, there has not been a significant reduction in their efficacy. 10/
There are other accounts who do a better job of daily tracking and updates. Suffice it to say information is delayed, there are rumors flying around, but expect the situation to be worse than what is on DeepStateMap. 11/
Its important to also point to a broader problem which is the ‘not one step back’ policy, even when lacking the resources, in disadvantageous terrain, and near envelopment - rather than trading space for attrition or enabling commanders to conduct a mobile defense. 12/
Too often AFU units are forced to maintain untenable positions where the elastic defense is behind their picket positions rather than in front of them. It also leads to false reporting of positions, distrust, and creates perverse incentives that misinform the system. 13/
Another issue is costly counter attacks to regain lost positions, including those which were untenable in the first place, rather than focusing on stabilizing the front. This has led to losses among a steadily shrinking infantry component of the force. 14/
As @Tatarigami_UA writes, a collapse of the front is different in kind from a tactical breakthrough or breach. Could this advance lead to a collapse if mishandled? Yes, it could deteriorate further. But equally, it is too early to make that assessment. 15/
The defense of existing salients will prove even more difficult and this breakthrough can lead to an accelerated withdrawal from those positions. AFU is shifting units to counter the advance, but this is a sign of potentially worse things to come. 16/
From this point it is not difficult to see how this could further affect the defense of Donetsk, endangering Druzhkivka, then Kramatorsk and Slovyansk, especially considering the axis slowly pushing north of Lyman. 17/ Image
Bottom line, its not clear yet how the situation will develop. The next few days will prove telling. But this advance is another indicator that drone units, while critical to the defense, can't fully compensate for observed challenges, or stabilize the front on their own.

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More from @KofmanMichael

Jul 31
An update on the war following a recent trip. As Russian offensive presume mounts, the front is not at risk of collapse, though salients have formed. More concerning is that Russian improvements in drone employment have reduced Ukraine’s advantages. Long thread. 1/ Image
In 2024 AFU expanded drone units within the force. This helped offset Russia’s materiel advantage, while compensating for the AFU’s continued manpower deficit. These initiatives are now well known and I covered them in previous threads. 2/
Drones became responsible for most day-to-day casualties at the front, attriting Russian forces at 0-15km, and serving as the main force multiplier for the AFU. This enabled a low-density defending force to hold the 1200km+ front line, establishing defeat and denial zones. 3/
Read 36 tweets
Mar 20
An update on the war following a recent trip. The situation has improved compared with Fall 2024. Russian offensive momentum slowed significantly over the winter, though it is premature to claim that the front has stabilized, especially following AFU withdrawal in Kursk. /1
Russian advances were stalled for three reasons: materiel exhaustion from losses in the fall, effective Ukrainian adaptation to how Russian forces were prosecuting offensive operations, and winter weather conditions which affected the pace of operations. 2/
This dynamic may not hold as we get further into the spring. Russian forces appear to be regrouping for renewed offensive operations. Ukrainian forces have improved tactically at countering how RF fight, employing UAS to compensate for a deficit of manpower at the front. 3/
Read 29 tweets
Mar 4
The suspension of U.S. assistance for Ukraine is a very unfortunate and significant development, but it may not have immediate impact. Ukraine is far less dependent on the U.S. for day to day battlefield needs in 2025, than it was in earlier periods of the war. 1/
Ukraine’s current approach to defensive operations combines mines, strike drones, and traditional artillery fires to attrit Russian forces at 0-30km. Most of the casualties are now inflicted with mines, and drones, which are produced in Ukraine. 2/
Traditional artillery fires are less relevant at the moment, and there is a relative parity between the two sides. In combination with munitions recently delivered by the U.S. in recent months, which frontloaded supplies, Europeans could sustain Ukraine through this year. 3/
Read 8 tweets
Feb 17
Brief thoughts on a European force for Ukraine. I think there is a degree of requirements paralysis. It doesn’t have to be hundreds of thousands of troops, or cover a 1200km contact line. Where it is deployed, and in what role, is more important than the overall size. 1/
The force does not need to be everywhere. It needs to be in country with battalions deployed on maybe 4 operational directions, and sufficient mobility to redeploy as necessary along the front. This can be as few as 3 brigades or their equivalents. 2/
A future Russian attack is going to come along a few predictable directions, and today most of the fighting is concentrated typically along 4-5 sectors of the front at a time. 3/
Read 8 tweets
Jan 4
A long thread on the war and the current situation. Although the worst-case scenarios didn’t materialize in 2024, it was the most difficult period since spring 2022. There were positive developments, and bright spots, but the current trajectory is negative. 1/
First, a brief retrospective. Last winter things looked bleak. Ukraine was dealing with a deficit of manpower, low supplies of ammunition, and was only starting to establish a network of fortifications. Russia held the initiative, and the materiel advantage going into 2024. 2/
Even though Avdiivka fell, by summer it became clear that a collapse of UA frontlines was unlikely. Russia’s Kharkiv offensive was unsuccessful, and they couldn’t capitalize on the strain imposed. Early results from UA mobilization in June-July seemed positive. 3/
Read 35 tweets
Jul 23, 2024
Sometimes oft repeated numbers need revisiting. One example is Russian artillery fire rates. These have generally been overestimated going back to 2022, along with ammo consumption rates, with sensational 60k per day figures. A short thread. 1/
First, what are we counting? The numbers given out are typically for main caliber artillery types: 152mm, 122mm, MLRS (300, 220, 122), and 120mm mortars. This figure is not inclusive of smaller infantry mortars, anti-tank guns, tanks used indirect fire roles, etc. 2/
Russian fire rates for 2022 were probably in the 15,000-20,000 range. Likely ~18,000 (see forthcoming podcast discussion on this). There’s little evidence that Russian fires reached 60,000 per day in 2022. The peaks were likely double the figure above, at 35,000-40,000. 3/
Read 9 tweets

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