In a non-embedable video, the YouTuber formerly know as The Russian Dude announced that he had been called up for military service as part of Putin’s “partial mobilization” to throw more cannon fodder into the Ukrainian meatgrinder. (I’m pretty sure that’s an important decision point in why he’s now known as The Canadian Dude.)
Oddly enough, all his male friends received conscription notices as well.
Commenters have long stated that Putin doesn’t want to declare a General Mobilization, because under Soviet Russian law, that requires an actual declaration of war, something still lacking in Vlad’s Special Military Operation.
Now this is not even a theory, only conjecture based on a single data point, but what if Putin is actually carrying out a General Mobilization of all eligible males of military age while calling it limited mobilization? It’s not like Putin’s war machine hasn’t already committed more heinous crimes, or that Russia has an independent press capable of calling him on it any more.
Maybe Putin wants to roll the dice on one final spring push for Kiev, putting a million men under arms to launch a massive attack, relying on the Russian doctrine of quantity having a quality of its own to final snatch victory from the jaws of defeat.
Like I said, conjecture only, but it certainly doesn’t make any less sense than the multiple bungling stupidities Russia has committed in the war…
Democrats being soft on criminals, pedophiles and common sense highlights this week’s LinkSwarm.
Man, there sure seems to be a lot of funny number counting going on in Philadelphia.
Regular readers are well aware that back in July, Zero Hedge first (long before it became a running theme among so-called “macro experts”) pointed out that a gaping 1+ million job differential had opened up between the closely-watched and market-impacting, if easily gamed and manipulated, Establishment Survey and the far more accurate if volatile, Household Survey – the two core components of the monthly non-farm payrolls report.
We first described this divergence in early July, when looking at the June payrolls data, we found that the gap between the Housing and Establishment Surveys had blown out to 1.5 million starting in March when “something snapped.” We described this in “Something Snaps In The US Labor Market: Full, Part-Time Workers Plunge As Multiple Jobholders Soar.”
Since then the difference only got worse, and culminated earlier this month when the gap between the Establishment and Household surveys for the November dataset nearly doubled to a whopping 2.7 million jobs, a bifurcation which we described in “Something Is Rigged: Unexplained, Record 2.7 Million Jobs Gap Emerges In Broken Payrolls Report.”
Snip.
We bring all this up again because late on Dec 13, the Philadelphia Fed published something shocking: as part of the regional Fed’s quarterly reassessment of payrolls in the form of an “early benchmark revision of state payroll employment”, the Philly Fed confirmed what we have been saying since July, namely that US payrolls are overstated by at least 1.1 million, and likely much more!
And the correction came after the midterms! What are the odds?
The Royal Bahamas Police Force took the failed financial tech entrepreneur into custody after the U.S. filed criminal charges against him, according to a press statement. FTX, which Bankman-Fried founded, imploded in November, costing investors millions of dollars in losses. The fallen businessman has been accused of misusing customer funds deposited with FTX to artificially prop up another one of his enterprises: a crypto hedge fund, Alameda Research, which he operated simultaneously while seemingly evading financial ethics scrutiny.
Speaking of abusing children: “Former CNN Producer Pleads Guilty In Pedo Scandal. Former CNN producer John Griffin, who worked ‘shoulder to shoulder’ with Chris Cuomo, pleaded guilty on Monday in federal court to using interstate commerce to entice and coerce a 9-year-old girl to engage in sexual activity as his Vermont ski house. This is a different CNN pedophile than Jake Tapper’s former producer, Rick Saleeby, who resigned after it emerged that he solicited sexually explicit photos of an underage girl.”
The mother of an 11-year-old rape victim is suing a George-Soros backed prosecutor in Virginia who let the boy’s rapist walk free, alleging the prosecutor’s actions violated the minor’s civil rights and made him fear for his physical safety.
Amber Reel in November filed the federal lawsuit on behalf of her son after Fairfax County commonwealth’s attorney Steve Descano (D.) let the rapist walk. Court filings show Descano was months late in sharing necessary evidence before a September trial, dooming the case and forcing his office to enter into a lesser plea deal with the rapist the same month. Ronnie Reel, who was released on time served, had faced life in prison for forcibly sodomizing the minor. Reel is the victim’s uncle.
This is the second high-profile case in the last month where the Soros prosecutor freed a dangerous offender. In December, Descano struck a plea deal that would clear the record of a man who fired his gun into a crowded Virginia bar. Soros donated more than half a million dollars to Descano’s 2019 campaign.
A grand jury had already indicted Reel in February for sodomy and aggravated sexual battery, and the case was set for trial in September. But Descano’s office didn’t share evidence with the public defender before trial, bungling Reel’s prosecution with its “woefully, woefully missed” deadlines. The case’s presiding judge said Descano’s office did a “disservice to the victim” and was “very concerning to the court.”
Because he dodged a felony sex crime conviction, Reel won’t have to register as a sex offender and won’t be barred from holding jobs in schools or other places that would put him near children. The victim and his mother in their suit say Descano’s “deliberate indifference represents egregious conduct that is shocking to the conscience.”
Speaking of pedophile friendly Democrats: “During the hearing before the House Oversight and Reform Committee, California [Democratic] Rep. Katie Porter asserted that the phrase “groomer” is a “lie” used to maliciously discriminate against LGBTQ+ people and make them appear to be a “threat.” “You know, this allegation of ‘groomer’ and ‘pedophile,’ it is alleging that a person is criminal somehow and engaged in criminal acts merely because of their gender identity, their sexual orientation, their gender identity.” Yes, if your “gender identity” is “I like to have sex with children,” then yes, you’re a pedophile, and if you tell elementary school children what sort of sex you have, then yes, you’re a groomer.
Former state Sen. Kirk Watson (D-Austin) will be the next mayor of Austin about two decades after he left that same office in the early aughts.
He defeated state Rep. Celia Israel (D-Austin) by a slim margin after finishing second in the general election. He’ll serve as mayor for the next two years before having to seek re-election in 2024 due to redistricting.
Watson lost Travis County, the city’s largest portion, by 17 votes while winning Williamson county by 881 and Hays County by 22. During the general and runoff races, he outspent Israel by a wide margin.
The two candidates sparred over housing and homeless policy during the general election and the runoff. About one-third of the voting population turned out to vote in the runoff versus the November 8 general.
Watson will take over for Mayor Steve Adler after his self-described “disruptive” tenure marked by a lingering homelessness problem, public fallout and a declining relationship with the police department, and a cumbersome and increasingly costly light rail transit project.
The United States has always had kind of a friends and family plan that it sells military gear to, but it has always reserved the very top top top stuff for itself and the Brits. Well, in this calendar year we have already seen the first two exceptions to that policy being made. The United States is sending air-launch cruise missiles and nuclear-powered submarines to the Australians. And now we’re giving Tomahawks to the Japanese, giving both of these countries the ability to independently destroy China’s economic links to the wider world without any additional help from the United States. And this sudden proliferation of countries that can now bring China to their knees independently, this is arguably the biggest strategic development of the Year, even more so than the Ukraine war, because it takes what has become the world’s second largest economy and puts it completely at the mercy of the domestic politics of a third party, and now a fourth party.
Oberlin College finally pays their judgment to Gibson’s Bakery. “The $25 million verdict plus interest and attorney’s fees resulted in an almost $32 million judgment, with interest running at about $4000 per day since June 2019. In all, over $36 million was owed.” Cudos to William A. Jacobson at Legal Insurrection for his thorough, ongoing coverage of this story from beginning to end.
F-35B fighter crashes in the Metroplex. Fortunately the pilot safely ejected, and it appears that the airplane (which was undergoing testing for Lockheed) looks recoverable. To my untrained eye it looks like a stuck throttle.
It can be hard to determine the truth in any war zone, especially one like Ukraine where honest, English-speaking reporters seem to be thin on the ground. Sometimes people are trying to be accurate and get things wrong, and others fall for propaganda, like Snake Island and the “Ghost of Kiev.” (I use pro-Ukrainian examples here because most Russian propaganda has been unbelievable, clumsy, and poorly executed (and the last two apply to so many aspects of Russia’s illegal war of aggression)).
Example the first: A commenter mentioned that Stingers sent to Ukraine had shown up on “black markets all over the world.” Possible, but I hadn’t heard anything about it. I went searching, where I found this piece:
On September 17, 2022, a worrying claim circulated on social media: FIM-92 Stinger man-portable air-defense systems (MANPADS) were reportedly available for sale online in Germany.
According to the post, which was picked up by prominent figures in Russia, authorities were alerted by a student in Bremen and “local journalists” found that the systems originated in Ukraine and were “meant for the Kharkov counteroffensive”.
A short video was posted alongside the tweet, showing what appears to be a partially disassembled Stinger system with its Identification friend or foe (IFF) antenna missing. The feet of several people in paramilitary clothes can be seen in the footage, and a German voice can be heard in the background.
he posts received thousands of likes and shares, including from the Deputy Representative of Russia to the United Nations Dmitry Polyanskiy, who suggested that delivering weapons to Ukraine was backfiring.
English language coverage has not been widespread, but Russian media published numerous articles with differing variations of the claim. Some add that this is not the first time that Stingers have appeared on the European black market.
However, many others state that weapons provided to Ukraine by NATO countries have been discovered on black markets across the world. All the articles claim that the case resulted in “a scandal” in Germany, attracting the interest of authorities, the media, and spurring discontent among its citizens.
But further down, we find this:
The articles and social media posts refer to German authorities having supposedly intercepted a deal and apprehending the culprits. However, no statement about such an operation has been posted by any of Germany’s law enforcement agencies.
The posts also mention that local German journalists investigated and determined that the weapons were meant for the Ukrainian offensive. However, there is no proof that this took place, and the story was not covered by any prominent German media outlet.
Responding to a Twitter post sharing the video, Lars Winkelsdorf, one of the leading German arms trafficking experts, dismissed the claim.
“At the moment, nothing like that has been found by the authorities, nor have I found anything like this through my own research,” Winkelsdorf said.
The original source of the report seems to be the Journalisten friekorps Telegram channel, which is billed as a “channel for honest journalism”.
“Our task is to help the German state and the German people. The people must be united, Germany must be free,” the channel’s description reads.
One of the Telegram posts state that the channel is created by the team behind Socialharmony.de, an initiative which lists discontinuing arms shipments to Ukraine and stopping support to Ukrainian refugees among its main goals.
Conclusion:
It can be stated, with a high degree of certainty, that the claim regarding FIM-92 Stinger MANPADS being shipped to Ukraine and found on the German black market, is false.
The claim states that the weapon dealers were apprehended by German authorities, yet the German police denies being involved.
The video, provided as evidence, contains a sound recording that was filmed in January 2022. The letters from Ukrainian authorities, provided as a confirmation of connection with Ukraine, also appear to be counterfeit.
Finally, claims that the case was highly prominent and even resulted in a scandal in Germany, do not appear to hold water. This was only covered by social media channels of dubious origin and several sensationalist websites.
So that one we can chalk up to propaganda followed by the social media game of telephone.
The next example is from two sources on the Russo-Ukrainian War that are usually pretty solid.
First up, Suchomimus (whose videos I’ve feature a lot here) has a report on an attack on a Russian headquarters barracks in Melitopol that may have killed some 200 officers:
I thought I’ll take a look at last night’s strike on a Russian barracks in Melitopol. I guess most of you have seen the news by now, as this was a pretty major incident reports are saying around 200 soldiers were killed in this strike.
Snip.
Let’s take a look at the site itself this graphic was put together by a Twitter user TheIntelCrab. Now, a few sources online have said that the strike was of a Melitopol Christian Church. That is not exactly accurate. It was near there, but instead, it hit the area circle to the left, which was being used by the barracks.
Here’s a screen cap:
So it didn’t hit the church itself. Now, this is quite interesting. These photos here of some of the rooms at this place. This was a luxury resort. A few people say it was a spa.
Suchomimus goes on to explain why such luxurious accommodations were probably used by officers. “If this was indeed officer’s accommodation, then this is a even more important strike than realized, especially for numbers of 200 gone are accurate.”
But here’s Ukraine News TV (“Josey here”) with his daily update, including reporting various strikes in Russian occupied territory:
At 1:38 in, he notes “explosions as well at the airport at Simferopol, so a little bit into the the middle of the peninsula.” Part of this screen cap should look familiar:
That fire behind that distinctive gate looks awfully familiar, doesn’t it?
CNN is also reporting the blast in Simferopol, so presumably that actually happened as well. Later in the video (starting about 7 minutes in), Josey reports on the Melitopol strikes, noting a wide range of estimates for casualties, stating “possibly 200-300.” So that’s mostly in accord.
The most likely explanation is that Josey simply grabbed the wrong image for the Simferopol image. These things happen.
But it’s a reminder that war news reporting (including my blogging) is an aggregation of already aggregated sources one or more steps removed from the actual front lines. Everything you see or hear about it deserves at least a basic level of judicious skepticism.
Ukraine has been so successful at hitting Russian infrastructure with HIMARS that it’s no longer news when they hit something 100 kilometers behind Russia’s lines.
But when they hit something 600 kilometers away, that’s news.
Several people have been killed in explosions at two Russian military airfields, according to reports.
A fuel tanker exploded killing three and injuring six in an airfield near the city Ryazan, south-east of Moscow, Russian state media is reporting.
Another two people are reported to have been hurt in an explosion at an airfield in the Saratov region.
It is not known what caused the blasts. Both areas are hundreds of kilometres from the Ukrainian border.
Long-range Russian strategic bombers are believed to be based at the Engels airbase in the Saratov region.
Here’s a Suchomimus video on the Engels Airbase attack:
Ukraine’s ever-increasing range puts a whole lot of Russian infrastructure (military and otherwise) under potential threat. Perhaps Putin should take that into consideration before ordering the next round of attacks on Ukrainian power plants…
Early on, a lot of observers predicted that Russia, with it’s vast store of Soviet-era aircraft, would quickly achieve air-superiority over Ukraine. That hasn’t been the case.
This video from the British Imperial War Museum lists some reasons why.
Takeaways:
They failed to hit Ukrainian aircraft on the ground in the opening phases of the war.
A “great deal of mismanagement, kleptocracy, you know, favored projects over some kind of strategic effect.” Note how Putin is always announcing some sort of awesome wonderwaffen while neglecting basic needs like logistics.
“The level of corruption in Russia itself has had an impact on its ability to have a tactical or even strategic effect without support from the air. Russia’s ground forces have been largely unable to mount effective combined arms operations.”
“The key reason for Russia’s inability to effectively use its air force has been its failure to take out Ukraine’s mobile surface to air missile systems. They have been unable to suppress enemy air defenses.”
Ukraine made an early effort to obtain SAM systems from the west.
Both mobile tracked systems like S-300 and MANPADS have been used.
Failure to achieve air superiority has both sides investing in drones.
“What you do is you flood the airspace, almost like a denial of service attack, as we see on the Internet. As you attack a server, for instance, by having so many pings against it, it essentially shuts down the server. And what we see in the case of Russia is that it’s doing the same thing. It’s trying to flood the air defense systems.”
“The relatively low cost of these drones is one of the main reasons for Russia to deploy them, and in such numbers. Each drone reportedly costs around $20,000. And so losing an expensive advance guided missile to these drones is not an ideal strategy for Ukraine.”
One reason not covered: Russia seems to have used up a good portion of it’s high tech weapons in the opening phases of the war, and western sanctions mean that it can’t easily replace them. Sophisticated fighter bombers are a whole lot less effective when they’re reduced to dropping gravity bombs rather than guided munitions.
Howdy! Hope everybody had a great Thanksgiving! I spent six days up in the Dallas/Fort Worth Metroplex, visiting relatives and buying some 180 books, some for myself and some to deal. Enjoy a Friday LinkSwarm!
We keep hearing that it’s impossible rig government unemployment statistics, but something funny is going on.
A superficial take of today’s jobs report would note that both jobs and earnings “blew past expectations, flying in the face of Fed rate hikes”, and while that is accurate at the headline level, it couldn’t be further from the truth if one actually digs a little deeper in today’s jobs numbers.
Recall that back in August, September, and October we showed that a stark divergence had opened between the Household and Establishment surveys that comprise the monthly jobs report, and since March the former has been stagnant while the latter has been rising every single month. In addition to that, full-time jobs were plunging while part-time jobs were surging and the number of multiple-jobholders soared.
Fast forward to today when the inconsistencies not only continue to grow, but have become downright grotesque.
Consider the following: the closely followed Establishment survey came in above expectations at 263K, above the 200K expected – a record 7th consecutive beat vs expectations – and down modestly from last month’s upward revised 284K…
… numbers which confirm that at a time when virtually every major tech company is announcing mass layoffs…
… the BLS has a single, laser-focused political agenda – not to spoil the political climate at a time when Democrats just lost control of the House as somehow both construction (+20K) and manufacturing (+14K) added jobs according to the BLS, when even ADP now reports that these two sectors combined shed more than 100,000 workers in November.
Alas, there is only so much the Department of Labor can hide under the rug because when looking at the abovementioned gap between the Household and Establishment surveys which we have been pounding the table on since the summer, it just blew out by a whopping 401K as a result of the 263K increase in the number of nonfarm payrolls (tracked by the Household survey) offset by a perplexing plunge in the number of people actually employed which tumbled by 138K (tracked by Household survey). Furthermore, as shown in the next chart, since March the number of employed workers has declined on 4 of the past 8 months, while the much more gamed nonfarm payrolls (goalseeked by the Establishment survey) have been up every single month.
What is even more perplexing, is that despite the continued rise in nonfarm payrolls, the Household survey continues to telegraph growing weakness, and as of Nov 30, the gap that opened in March has since grown to a whopping 2.7 million “workers” which may or may not exist anywhere besides the spreadsheet model of some BLS (or is that BLM) political activist.”
A non-profit bankrolled by some of the nation’s largest corporations and left-wing billionaire George Soros is conducting a racial census of House and Senate staff as part of its effort to establish a “Bipartisan Diversity and Inclusion Office,” according to internal emails obtained by the Washington Free Beacon.
Senate and House staff received emails from a researcher at the Joint Center for Political and Economic Studies starting in July asking them to confirm their “racial and ethnic identity” as part of an alleged data collection effort. In at least two cases, senior congressional staffers who declined to provide their races were told by the researcher that the organization’s current data indicated they “may identify as white” and asked the staffers to update if the information was incorrect.
Information collected by the group will be used in its annual report that lobbies for “structural changes on Capitol Hill that would allow for more people of color to be hired in senior positions,” a previous report from the group states. That report is made possible in part by millions of dollars in donations to the Joint Center for Political and Economic Studies from Apple, Google, Meta, Pfizer, the Soros-backed Open Society Foundation, among dozens of other large corporations and nonprofits.
The Joint Center for Political and Economic Studies’ survey is part of a broader trend by left-wing organizations to pressure workplaces and governments to increase affirmative action policies. Often couched in promoting “diversity, equity, and inclusion,” those policies have received criticism for coming at the expense of competence and offering advantages based on race instead of merit.
Rush was charged with a second-degree felony, aggravated assault with a deadly weapon family violence. An emergency protection order was issued against him, and he was soon back on the streets after making a $40,000 bond, KVUE reported.
“For $4,000, you can get out, go home, watch Netflix after trying to murder your ex-girlfriend — are you kidding me?” one of the customers said.
So in addition to aggravated assault with a deadly weapon and possible attempted murder, our super-genius lawyer also violated section 46.03 of the Texas penal code by carrying a gun into a bar. And he bonded out. For all that Democrats blather about “gun violence,” they don’t seem top treat gun felonies with any seriousness when they actually occur. Thanks, Soros-backed DA Jose Garza!
But it turns out that Rush didn’t just go go home to watch Netflix, as he was found dead on Thursday.
In one meeting, Deon Jackson went from South Carolina’s Berkeley County school superintendent to unemployed.
His firing came at the hand of a newly-elected school board, which appears to have declared a judgment day for woke practices in its district.
In its first meeting after the Nov. 8 election, the board fired superintendent Jackson and school counsel Tiffany Richardson. Then it hired Anthony Dixon as superintendent and retained Brandon Gaskins as counsel. And before the day was over, the board banned teaching critical race theory and created a board to review library books for pornographic content.
Moms for Liberty, an activist group that supports parental rights in education, endorsed six of the board’s nine members. Many Moms for Liberty candidates won school board elections this November.
Speaking of disinformation, CNN carries out more mass layoffs, including Chris Cillizza. Let’s have a moment of silences for his careerOK that’s enough.
Legal Insurrection conducts a 2024 presidential preference poll. Not surprisingly, DeSantis comes in first and Trump second. Nikki Haley third over Ted Cruz is a mild surprise. Greg Abbott ranked dead last, tied with Liz Chaney, is a much bigger one.
The combination of pretending to transition to a green energy future combined with dependence on Russian gas and the fallout of the Russo-Ukrainian War has Germany looking at some very tough choices:
“Europeans have chosen to largely remove natural gas from their industrial space, and so we are seeing huge amounts of industrial closures across the entire industrial space.”
“Natural gas isn’t just part of their electricity system, it’s part of their petrochemical system, which is what makes their manufacturing sector possible. So in shutting all this stuff down the Europeans are choosing, maybe not consciously, but they are choosing a general de-industrialization trend for the entire continent.”
“No one is making nitrogen-based fertilizer in Europe anymore. No one is smelting aluminum anymore. A lot of the steel foundries are shutting down.”
And so far it’s a relatively mild winter in Europe. Next year will be worse.
Zeihan talks about how Germany “fudges” some of it’s green energy pledges. (In a previous video he mentioned some bit of legerdemain where they don’t count fossil fuel baseload power that spins up to take over for solar at night.) So exactly what has Germany’s much-vaunted green energy programs accomplished? Not much.
In 2000, Germany obtained 84 percent of its energy from fossil fuels. By 2019, it was 78 percent. As Vaclav Smil pointed out a couple of years ago, at this rate, Germany would still be deriving 70 percent of its energy from fossil fuels by the year 2050.
Sure, Germany hasn’t managed to transition away from fossil fuels, but they have managed to make their energy infrastructure expensive and unreliable…
Right after Kherson city was liberated and spans on the Antonivsky and Nova Kakhkovka bridges blown, a whole lot of commenters went “Well, Ukraine obviously isn’t going to try to cross the Dnipro there, it’s too wide.”
The Kinburn Spit is a narrow finger of sand and scrub, barely three miles long, that juts from the wider Kinburn Peninsula into the Black Sea at the mouth of the Dnipro River south of Kherson. It and the adjacent peninsula also are the last parts of Ukraine’s Mykolaiv Oblast that remain under Russian occupation.
Don’t expect that to last. The Kremlin on Wednesday ordered its battered forces on the right bank of the Dnipro to retreat to the river’s opposite bank.
The order came six months after Ukrainian brigades, re-armed with European howitzers and American rocket-launchers, began bombarding Russian supply lines in the south—and two months after those same brigades launched a counteroffensive aimed at liberating Mykolaiv and Kherson Oblasts.
The Ukrainians have the Kinburn Spit in their sights. They’ve got the troops, the equipment … and a plan.
Russian troops seized the Kinburn Spit in mid-June as Russian advances in the south—having already overwhelmed Kherson city—ran into stiff resistance a few miles south of Mykolaiv city. Capturing the spit would turn out to be one of the Russian army’s last victories in the south. The four-month Ukrainian counterlogistics campaign that preceded Ukraine’s southern counteroffensive already was underway.
Kinburn matters. Russian control of the sandy strip “will allow them to exert further control of the Black Sea coast,” the Institute for the Study of War in Washington, D.C. explained in June. For the Ukrainians, Kinburn is a back door—a way to get forces onto the left bank of the Dnipro without crossing the river, likely while under fire.
As far back as April, U.K. intelligence agents were advising their government to support Ukrainian forces in any future attempt to “conduct beach reconnaissance” on the Kinburn Spit. The recon could “Identify good landing locations for a larger assault force for a future counterattack,” the agents explained in a presentation that later leaked to the press.
It’s possible Ukrainian special operations forces riding in rigid-hull inflatable boats began reconnoitering the spit as early as September. In October, video circulated online reportedly depicting the Ukrainian navy’s last remaining big ship, the 240-foot amphibious vessel Yuri Olefirenko, apparently firing rockets at Russian forces on or near the spit.
The Ukrainian military’s southern command on Saturday announced its intention to liberate Kinburn. Within a day, there were videos online possibly depicting Ukrainian commandos riding toward the spit in their small boats.
Here’s a video of Ukrainian forces doing just that:
Looks more like a commando raid or a reconnaissance in force. And here’s a video analyzing Russia defensive position on the Spit:
There are unconfirmed reports of other river crossing zones. I’d take those with several grains of salt. But it seems possible. Indeed, there are reports confirming that Russia has indeed bugged out from towns in Kherson south of the Dnipro, like this video of apparently abandoned posts in Oleshky, directly south of the Antonovsky Bridge:
The Ukrainian Defense Ministry has evidently confirmed Russia’s pullout from the banks of the Dnipro as well:
Russia is preparing defensive positions in Crimea:
Three areas they’ve prepared defensive lines are on the isthmus just south of Perekop, just south of the Chongar Strait, and even on the Arabat Spit, that tiny bit we talked about having a tiny dirt road here. Says Suchomimus: “It’s a bit of preparedness and foresight we haven’t seen from them so far.”
Peter Zeihan thinks that Crimea is so hard to supply that Russia would be better off abandoning it:
I suspect Putin would rather die that give up Crimea voluntarily.
Pooty Poot certainly knows how to make friends and influence people…
Update: Current thinking seems to be that the Polish missile strike was a Ukrainian ground to air missile that went astray trying to intercept a Russian missile.
Yesterday’s post about Russians starting to bug of Kherson Oblast north/west of the Dnipro Rover is already obsolete, as Russia appears to have completed its retreat.
Russia’s military said on Friday it had completed its withdrawal from Kherson, a lightning-fast retreat of tens of thousands of troops across the Dnipro river in the south of Ukraine.
Russian Defence Minister Sergei Shoigu, one of President Vladimir Putin’s closest allies, on Wednesday ordered troops to leave Kherson in a pullout that allows Ukrainian forces to move closer to Crimea, which Russia annexed in 2014.
Russia’s defence ministry said all Russian forces and equipment had been transferred to the eastern bank of the Dnipro. It said the withdrawal was completed by 5 a.m. Moscow time (0200 GMT) on Friday.
“The transfer of Russian troop units to the left bank of the Dnipro river has been completed,” the defence ministry said in a statement.
“Not a single unit of military equipment or weapons have been left on the right (western) bank. All Russian servicemen crossed to the left bank,” it added. Russia, it said, had not suffered any loss of personnel or equipment during the withdrawal.
I’m betting that last paragraph is a huge exaggeration, as we already have reports of wounded Russian soldiers being abandoned in the retreat. And there are already videos of captured equipment:
Lots of trophies today. The trophy Russian TOS-A1 "Solntsepek" pulls the trophy tank. The Russian army, as usual, leaves its heavy equipment in working condition. pic.twitter.com/cXBuZ3ehgN
And Russia blew a span out of the Antonovsky Bridge.
It appears that the Nova Kakhkovka Bridge has also been blown:
NOVA KAKHOVKA DAM+LOCK 🧵 /16 It looks like several spans of the bridge along the dam were blown up by Russians during the retreat pic.twitter.com/hmaK13SKNG
Right now the Kherson retreat looks like considerably less of a debacle than the rout in Kharkiv. We’ll see how many troops were captured and how much equipment captured after the dust settles.
Lets look at the news that Russia has announced a complete withdrawal from Kherson oblast north/west of the Dnipro River.
First up: A big picture overview from Peter Zeihan, that I have some minor to moderate quibbles with.
Takeaways:
Russia has announced withdrawing from the Kherson pocket, which is their only territory west of the Dnipro River.
“Reports at this point indicate that the Russians are withdrawing at full speed from all positions.”
Not a rout…yet.
“Based on whose statistics you’re looking at, they’re somewhere between 20,000 and 40,000 Russian forces in the area, but it’s generally accepted on both sides these are the best troops that the Russians have, with the best training and the best equipment.”
Those Russians haven’t been properly supplied for a month due to the Kerch Strait Bridge attack. “Which is the only heavy rail connection that can handle freight transport from Russia proper to the southern front.”
“Everything now has to come in by truck and the Russians have lost the vast majority of their tactical truck support fleet for the military and are now using civilian vehicles, making them very vulnerable.”
“Not enough shells and not enough fuel have been getting to the Kherson front.”
One result: For the last two weeks, Ukrainian artillery has received zero counter-battery fire. “So the Ukrainians have just been able to plug away with whatever ammo they have.”
“The Ukrainians are being presented with a golden opportunity even if it’s only 20,000 Russian troops that are here. They’re now all in a state of retreat and they all have to go to the same places.”
“There are only two bridges across the [Dnipro] river, and the Ukrainians have excellent intelligence on the entire zone, so if the Russians put up a pontoon bridge it usually only lasts for a few minutes before it gets taken out.” I rather strongly suspect that Zeihan is either exaggerating here, or the sources he’s depending on are. It’s a bit too far front the frontlines for easy Excalibur range, and I sincerely doubt Ukrainian observers can get approval for HIMARS strikes within minutes for targets of opportunity. They’re just too expensive, and it’s not like they have huge quantities on hand.
“All of the Russians need to go on the same roads and the same intersections, which are all going to be massive kill zones until they reach the bridgeheads, one of which is at Kherson city, and the other one which is at the dam at Nova Kakhkovka.”
“The Ukrainians have been hitting these bridges with rocket fire for weeks, and they can’t handle heavy equipment any more.” Here Zeihan’s information is out of date; Russia has successfully repaired the bridge at Nova Kakhkovka using aggregate fill, which means it probably can be used for Russian heavy equipment to escape. See the video below for more details.
“Which means the Russians are going to have to make a massive parking jam at the bridgehead, dismount, and then run across while under artillery fire the entire time. The casualties are going to be immense, and that’s the best case scenario.”
“Best guess is that not only are the Russians going to be leaving behind their best gear, but they’re leaving behind more gear than what Ukrainians captured from the Russians in the Izyum assault back in September.” In this I also think Zeihan is overly optimistic. Russia has fought this war very stupidly for the first six months, and the disordered flight from Izyum, leaving so much equipment behind, should never have happened with a competent plan for a fighting retreat. By contrast, all the evidence we have from Kherson (again, see the video below) suggests that Russia is planning a fairly competent and orderly retreat, especially with the ability to use the Nova Kakhkovka bridge. Will Russia leave a lot of good kit behind in Kherson? Probably. Will they leave more behind than Izyum? For that I’m very skeptical. Then again, the Russian military has constantly surprised me with the depths of their incompetence over the past eight months…
“The Ukrainians are likely to enter the war by May with a tank and artillery force that’s more than five times its strength on the first day of the war.” For tanks, I think this figure is greatly exaggerated. According to Oryx, Ukraine has captured 503 tanks total, and they had more than that in active service. For artillery, though still unlikely, it seems a bit more plausible, as Ukraine started with less and Russia has tons and tons of towed artillery, which is exactly the sort of thing that’s going to get left behind in a hasty retreat.
“The Russians have already used the majority of their missile and tank forces, which began this war as the world’s largest.” That, I think, is accurate. Russia has been expending smart ordinance at a furious rate, and with sanctions, it doesn’t have the technological base to easily replace them.
“The Kherson withdrawal, and the likely rout to come, does mark the end of any hope the Russians had of regaining any sort of strategic initiative, or any sort of meaningful offensive operations, until at least to May. It’ll take them at least that long to bring in fresh troops and fresh gear.”
“In that time, the Ukrainians are not going to sit on their hands. They don’t have to cross the river to strike at the Russians. Once they get to the river, the long-range rockets and artillery are going to be able to target the isthmus, which is only about three kilometers wide, that connects the Ukrainian mainland to the Crimean peninsula.” On the Deep State map, I get closer to 9km just south of Perekop. Plus the Chongar strait bridge, which will be in HIMARS range. Plus the rail bridge just south of Syvash. Plus the little road southwest of Vasylivka crossing, which looks too small and precarious to support heavy traffic. Ditto the long, skinny road that runs down the Arabat Spit that separates the Sea of Azov from the Syvash Lake (AKA Rotten Lake), which appears to be a literal dirt road more suitable for dirt biking that main battle tanks. (Actually, there appear to be several weird little dyke-top roads that separate different segments of the Syvash Lake, though none really look up to military duty.)
“Because the Kerch rail bridge is out, Russia cannot only not bring in ammo and troops and fuel, it can’t bring in food. Their only other option are some very light rail and road connections across that isthmus, coming from the rest of occupied Ukraine, all of which Ukraine will still be able to strike.”
“In capturing Kherson, the Ukrainians are going to be able to cut the water flows to the Crimea canal, and water from that canal is solely responsible for three-quarters of the food grown in Crimea. So no imported food, little grown food. Russia is either going to have to evacuate the entire peninsula by car across the Kerch bridge’s remaining road span, or suffer a 1980s Ethiopia style famine.” Here again I think Zeihan exaggerates, as Russia will still be able to bring in food via ship across the Black Sea or the Sea of Azov. Crimeans could well be looking at a very lean year, maybe even Siege of Saint Petersburg lean, but that’s not “Ethiopians dropping dead of famine” lean.
Next up: Suchomimus offers a detailed map update. Zeihan is a geopolitical generalist jack of all trades, but detailed video and geolocation analysis is all Suchomimus does.
Takeaways:
Russia has blown up most (probably all) of the bridges over the Inhulets River.
Russia has several ferries to run troops and equipment over the Dnipro, along with rallying point to stage units for withdrawal. Some of the staging areas have been hit by Ukrainian artillery, but satellite photos show Russian forces spread out in those areas to minimize damage.
No evidence of heavy vehicles using those ferries yet. “It’s unknown if these ferries and barges can actually support anything heavier or not, and if they can, it’s likely they can only carry one at a time.”
There are two ferry loading points in Kherson city itself.
The southern bank shows several unloading spots. “This shows the ferry unloading spots, as well as a number of defensive positions trenches and earth walls which have been constructed. This point is reported to be less used than it was because of numerous calls from Mr. HIMARS. But it’s still heavily defended with trenches.”
As mentioned above, Russia has repaired the Nova Kakhkovka bridge over the Dnipro River using fill materials. “The main bridge is fully repaired, and there are three smaller and lighter bridges, so this is the only real crossing point…there’s no way to move heavy vehicles other than the ferries, and we’ve only seen light trucks on those so far on the Eastern side. Nova Kakhkovka is the only real option, so they are in a bit of a pickle, at least when it comes to getting heavy vehicles back across.”
“I expect the priority will be holding Nova Kakhkovka for as long as possible.”
Russia has constructed no less than three successive prepared defensive lines on the south/east side of the Dnipro.
Finally, after a month of almost no significant Kherson updates, are we seeing frontline movement indicating a Russian withdrawal? Oh yeah. Here’s Kherson at 4:04 AM Ukrainian time today:
