Some observers have described the fall of Pokrovsk as “sudden.” That may be true if one followed the wrong analysts. In reality, the defense deterioration was apparent as early as 2024 and became unmistakable by 2025, as the underlying dynamics made the outcome nearly inevitable:
2/ That the city continued to hold out until November is, in itself, an achievement. Still, the rapid loss of positions in summer/fall 2024, which left logistics vulnerable and exposed the flanks, combined with manpower shortages, largely dictated the outcome now unfolding
3/ Launching a counteroffensive capable of retaking the city and securing its flanks, or even holding for another year, would have required diverting significant resources from other sectors of the front, a tradeoff that would result in disastrous situation elsewhere.
4/ The broader battlefield dynamics remains unchanged. Russian forces advance despite sustaining higher casualty ratios in KIA and WIA. Persistent issues within Ukrainian units, including manpower shortages and command and control difficulties, are still in place.
5/ The key task after withdrawal will be to prevent a repeat of the 2024 situation, when Russian forces achieved rapid gains in both the Ocheretyne and Pokrovsk sectors in a short period of time. Ukraine’s readiness behind Pokrovsk appears stronger than it was behind Avdiivka
6/ Overall, the defense of Pokrovsk in 2025, given the circumstances, is a notable accomplishment. Yet the ultimate result of the defense will depend on whether the AFU command will decide to reinforce the city or conduct an organized withdrawal to better positions
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According to Russian milblogger Fighterbomber, who has a wide network within the Russian Air Force, an Il-76 was shot down in Sudan on November 4 by the Rapid Support Forces. According to him, the aircraft had been purchased in Kyrgyzstan a month and a half ago for $12 million
2/ A video showing a burning object falling from the sky, likely the claimed Il-76, has also been recorded and published
3/ While I do not have solid sources in Sudan, one of my contacts located there has confirmed that reports about a downed Il-76 have been circulating within the RSF since yesterday. Government forces are actively using the Air Force to supply besieged cities
North Korea and Russia are rapidly building their first road bridge to enhance logistics and expand military and economic ties. Frontelligence Insight has analyzed satellite imagery and project documents to estimate its completion and potential impact. 🧵Thread:
2/ Today, Russia and North Korea have no direct road connection. The only land crossing is the 1950s-era Korea - Russia Friendship Railroad Bridge. Air and maritime routes, via Pyongyang Airport and ports like Rajin, exist, but their capacity and costs are often suboptimal.
3/ In the summer of 2024, Russia confirmed plans to build a road bridge over the Tumen River, with construction led by Russia’s TunnelYuzhStroy. The project is budgeted at ~9 billion rubles (~$110M), spanning 4.7 km in total, with the bridge itself about 1 km long
A multi-day analysis of battlefield dynamics and internal Russian data: both public and non-public, points to multiple trends and key points which we summarized. 🧵Thread:
2/ Ukraine’s deep strike drone campaign has inflicted significant direct and secondary damage across Russia, contributing to a perceptible shift in perceptions of the war’s trajectory and its cost benefit among both military command and law enforcement senior leadership.
3/ According to analyzed communications from dozens of senior Russian officers in Moscow and in the field, there is a growing perception that the war has effectively reached a strategic and political dead end - sustained primarily by President Putin’s personal insistence
SLB, the world’s largest offshore drilling company headquartered in Texas, continues to operate in Russia despite international sanctions, according to documents published by the analytical firm @dallasparkua. 🧵Thread:
2/ In March 2022, SLB publicly announced that it would suspend all new investments in the Russian market in response to international sanctions. This was in the statement from Chief Executive Officer Olivier Le Peuch, issued from the company’s Houston headquarter
3/ In October 2022, the company underwent a global rebranding, changing its name from Schlumberger to SLB. The Russian subsidiary retained the name Schlumberger Technology Company. However, leaked correspondence point that it continues to be integrated into SLB’s global framework
Breaking: On October 13, Russia’s Government Legislative Commission backed a Defense Ministry bill allowing the use of reservists for defense-related tasks in peacetime. The measure expands the military’s authority to call up reservists for wartime needs. 🧵Thread:
2/ According to the draft law, “special assemblies” are military call-ups for specific defense missions during armed conflicts, counterterrorism operations, or when forces are deployed abroad. Only reservists will be subject to these special assemblies.
3/ Russia’s mobilization reserve consists of individuals who have voluntarily signed contracts to remain in reserve. Putin established the country’s mobilization manpower reserve in 2015 through an executive decree.
Our report on Russia’s tank production and expansion plans has, predictably, drawn significant attention and generated many questions. Rather than replying individually, we decided to answer the most common ones - and even address questions about the Armata. 🧵Thread: