Posts Tagged ‘Ben Hedges’

Ukraine Update for September 14, 2022

Wednesday, September 14th, 2022

Russia acknowledges defeat in Kharkiv, ultranationalists start to turn on Putin, Lyman is the new battleground, and unconfirmed reports of Russian troops abandoning Melitopol.

Let’s dig in.

  • ISW’s takeaways for September 13:
    • The Kremlin has recognized its defeat in Kharkiv Oblast, the first defeat Russia has acknowledged in this war. The Kremlin is deflecting blame from Russian President Vladimir Putin and attributing it instead to his military advisors.
    • The Kremlin is likely seeking to use the defeat in Kharkiv to facilitate crypto mobilization efforts by intensifying patriotic rhetoric and discussions about fuller mobilization while revisiting a Russian State Duma bill allowing the military to send call-ups for the regular semiannual conscription by mail. Nothing in the Duma bill suggests that Putin is preparing to order general mobilization, and it is far from clear that he could do so quickly in any case.
    • The successful Ukrainian counter-offensive around Kharkiv Oblast is prompting Russian servicemen, occupation authorities, and milbloggers to panic.
    • Russia’s military failures in Ukraine are likely continuing to weaken Russia’s leverage in the former Soviet Union as Russia appears unwilling to enforce a violated ceasefire it brokered between Armenia and Azerbaijan or to allow Armenia to invoke provisions of the Russia-dominated Collective Security Treaty Organization in its defense.
    • Ukrainian troops likely continued ground attacks along the Lyman-Yampil-Bilohorivka line in northern Donetsk Oblast and may be conducting limited ground attacks across the Oskil River in Kharkiv Oblast.
    • Russian and Ukrainian sources indicated that Ukrainian forces are continuing ground maneuvers in three areas of Kherson Oblast as part of the ongoing southern counter-offensive.
    • Russian troops made incremental gains south of Bakhmut and continued ground attacks throughout Donetsk Oblast.
    • Ukrainian forces provided the first visual evidence of Russian forces using an Iranian-made drone in Ukraine on September 13.
  • Lyman seems to be the new battleground in the east.

    Oleksiy Arestovych, an adviser to Zelenskiy, said Ukrainian troops were now trying to retake the Russian-held town of Lyman in Ukraine’s Donetsk region and were eyeing territorial gains in the neighbouring Luhansk region which is under Russian control.

    “There is now an assault on Lyman,” Arestovych said in a video posted on YouTube.

    “And that is what they fear most – that we take Lyman and then advance on Lysychansk and Sievierodonetsk,” he said, referring to twin cities in the Luhansk region taken by Russia after fierce fighting in June and July.

  • The Ukrainian mayor of Melitopol said that Russians are evacuating Melitopol, the Zaporizhia Oblast city between Mariupol and Kherson, and heading to Crimea. I treat this report with a fair amount of skepticism, because if true it would essentially mean Game Over for Russia’s southern front.

  • Explosions at Taganrog airbase in Russia.

  • Ukrainian forces in newly-liberated Balakliya discovered a Russian torture chamber.

    In the newly-liberated areas, relief and sorrow are intertwined – as accounts emerge of torture and killings during the long months of Russian occupation.

    Artem, who lives in the city of Balakliya in the Kharkiv region, told the BBC he was held by Russians for more than 40 days, and was tortured with electrocution.

    Balakliya was liberated on 8 September after being occupied for more than six months. The epicentre of the brutality was the city’s police station, which Russian forces used as their headquarters.

    Artem said he could hear screams of pain and terror coming from other cells.

    The occupiers made sure the cries could be heard, he said, by turning off the building’s noisy ventilation system.

    “They turned it off so everyone could hear how people scream when they are shocked with electricity,” he told us. “They did this to some of the prisoners every other day… They even did this to the women”.

    And they did it to Artem, though in his case only once.

    “They made me hold two wires,” he said.

    “There was an electric generator. The faster it went, the higher the voltage. They said, ‘if you let it go, you are finished’. Then they started asking questions. They said I was lying, and they started spinning it even more and the voltage increased.”

    Artem told us he was detained because the Russians found a picture of his brother, a soldier, in uniform. Another man from Balakliya was held for 25 days because he had the Ukrainian flag, Artem said.

    A school principal called Tatiana told us she was held in the police station for three days and also heard screams from other cells.

  • The disaster in Kharkiv is so massive and apparent that even some of the pro-war Russian pundits are realizing it.

  • For Putin, losing ultranationalists is much more dangerous than criticism from more liberal segments of Russian society.

    Their criticism is that Putin is not doing enough. That the special military operation is insufficient, and that Putin should declare full mobilization. These ultranationalists are largely represented by those Russian military bloggers that have become quite famous during the war. The most famous one is probably Igor Girkin. These bloggers make sometimes very good military analyses, and they clearly have a network of sources that provide information about the situation on the frontlines. And we also know that their views are shared by many of the soldiers. For example, there have been studies that show that these ultranationalist views are pretty common in spetsnaz units. And these ultranationalist voices are a real challenge for the Putin regime. Because obviously he can’t dismiss them as being unpatriotic or foreign agents or something like that. And what is happening now is that these ultranationalists are turning against Putin. And that is dangerous for him.

    The shift has been from “If you support the troops, you have to support Putin” to “If you support the troops, you have to blame Putin for fucking things up so badly.”

  • Ben Hedges: Ukraine will retake all pre-February 23rd territory this year, and recapture Crimea next year. “It could be quicker.”

  • More scenes of captured equipment in Izyum.

  • Ukrainians issued Russian passports find out they’re worthless to get into Crimea or obtain government services.
  • Ukrainian troops using the Polish-built Krab self-propelled howitzer say it’s like night and day compared to their old Soviet equipment. “It’s like a Porsche vs. a Lada.”

  • Russian politician Dmitry Medvedev reacts well to suggestion the West give Ukraine security guarantees. “The land will be on fire and the concrete will melt.”
  • The Little MRAP Who Couldn’t Even:

  • Kherson Counteroffensive: Day Two

    Tuesday, August 30th, 2022

    Ukraine’s Kherson counteroffensive appears to be making significant headway. The Institute for the Study of War has some summary goodness.

    Ukrainian military officials announced the start of the Ukrainian counteroffensive in Kherson Oblast on August 29. Ukrainian officials reported that Ukrainian forces have broken through the first line of defenses in unspecified areas of Kherson Oblast and are seeking to take advantage of the disruption of Russian ground lines of communication caused by Ukrainian HIMARS strikes over many weeks. Ukrainian officials did not confirm liberating any settlements, but some Russian milbloggers and unnamed sources speaking with Western outlets stated that Ukrainian forces liberated several settlements west and northwest of Kherson City, near the Ukrainian bridgehead over the Inhulets River, and south of the Kherson-Dnipropetrovsk Oblast border. The Russian Defense Ministry (MoD), Russian proxies, and some Russian milbloggers denounced the Ukrainian announcement of the counteroffensive as “propaganda.”

    Many Russian milbloggers nevertheless reported a wide variety of Ukrainian attacks along the entire line of contact, and the information space will likely become confused for a time due to panic among Russian sources. Russian outlets have also vaguely mentioned evacuations of civilians from Kherson Oblast, but then noted that occupation authorities in Kherson Oblast are calling on residents to seek shelter rather than flee. ISW will report on the Ukrainian counteroffensive in a new section below.

    Let’s snip to that.

    Ukrainian military officials announced that Ukrainian forces began a counteroffensive operation in Kherson Oblast on August 29 after severely disrupting Russian ground lines of communication (GLOCs) for weeks. Southern Operational Command Spokesperson Nataliya Gumenyuk stated that Ukrainian forces “began counteroffensive actions in many directions” and have broken through the first line of defense in an unspecified area. The Ukrainian operational group “Kakhovka” stated that Ukrainian forces have cut Russian GLOCs across the Dnipro River in Kherson Oblast and called the situation a “brilliant chance to return [Ukrainian] territories.” The “Kakhovka” group also reported that the Donetsk People’s Republic (DNR) 109th Regiment and Russian airborne troops have left their positions in an unspecified area of Kherson Oblast, and Ukrainian wires claimed that these elements withdrew from their positions around Kherson City. The DNR 109th Regiment had previously published an appeal to Russian President Vladimir Putin in late June identifying itself as a forcibly mobilized unit, complaining that it had not been rotated away from the front line for rest, and decrying poor conditions on the frontlines. Ukrainian military officials also released a DNR document dated July 24 that ordered the redeployment of the 109th, 113th, and 125th DNR regiments to Arkhanhelske, Vysokopillya, Zolota Balka, and Davydiv Brid in northwestern Kherson Oblast. “Kakhovka” also shared footage reportedly of a Russian serviceman seeking shelter on the ground amidst heavy artillery shelling while saying that Ukrainian forces have broken the first line of defense on August 29. Ukrainian officials did not discuss the directionality of Ukrainian counteroffensives.

    Ukrainian and Russian officials called for civilians to evacuate or seek shelter in western Kherson Oblast on August 28-29. Ukrainian Kherson Oblast officials called on civilians to leave Kherson Oblast to get out of the way of Ukrainian forces and directed those choosing to stay in Kherson Oblast to seek shelter away from Russian military equipment. Occupation authorities of Nova Kakhkovka, where Ukrainian forces have frequently targeted Russian military infrastructure and GLOCS, called on civilians to seek shelter due to extensive Ukrainian strikes on August 28-29. Russian sources reported that Nova Kakhova occupation authorities do not plan to issue evacuation orders. Ukrainian Melitopol Mayor Ivan Fedorov stated that Russian forces evacuated their military hospital in Melitopol on August 29, indicating further fear of intensified Ukrainian activity even in rear occupied areas.

    Paragraph of Russian “counteroffensive failed, everything is fine, nothing to see here, return to your homes” blather snipped.

    Russian and Western sources claimed that Ukrainian forces liberated five settlements during the first day of the counteroffensive, but Ukrainian sources have not announced the liberation of any settlements at the time of this publication. An unnamed military official of an unspecified country told CNN that Ukrainian forces liberated Pravdyne (approximately 34km northwest of Kherson City), Novodmytrivka, and Tomyna Balka (both about 23km due west of Kherson City). The official also stated that Ukrainian forces liberated Arkhanhelske on the eastern bank of Inhulets River and south of the Kherson-Dnipropetrovsk Oblast border. ISW cannot independently verify CNN’s report and will update its maps if and when more sources confirm the report. The Ukrainian official report about the withdrawal of the 109th regiment that operates in northwestern Kherson Oblast may suggest that Ukrainians have crossed the Inhulets River into Arkhanhelske. Several Russian milbloggers amplified a report from the Telegram-based milblogger Grey Zone (about 276,000 followers) that Ukrainian forces advanced 6km from their bridgehead over the Inhulets River and seized the Sukhyi Stavok settlement (approximately 7km west of Russian GLOCs along the T2207 highway). Ukrainian Former Head of Foreign Intelligence Service Mykola Malomuzh made similar remarks about the liberation of Sukhyi Stavok.

    Ukrainian forces also continued to conduct missile strikes on Russian ammunition depots, GLOCs, and strongholds on August 28 and August 29. Beryslav Raion Military Administration Head Volodymyr Litvinov reported that Ukrainian forces struck Russian manpower and equipment concentration point at the Beryslav Machine-Building Plant, resulting in a large fire at the plant. Odesa Oblast Military Administration Spokesperson Serhiy Bratchuk also reported that Ukrainian forces struck a Russian command post near the North Crimean Canal just east of Nova Kakhovka, a Russian river crossing in Lvove (west of Nova Kakhovka along the Dnipro River), and an ammunition depot in Havrylivka (approximately 33km south of the Kherson-Dnipropetrovsk Oblast border). Ukrainian Telegram channels also published footage reportedly showing a strike on the Antonivsky Bridge and a nearby barge. Social media users published footage of reportedly Ukrainian strikes on a Russian ammunition depot in Nova Kakhovka. The Ukrainian Southern Operational Command noted that Ukrainian forces launched eight airstrikes at Russian strongholds and manpower and equipment concentration points along the line of contact on August 28.

    Russian forces are continuing efforts to restore their damaged GLOCs over the Dnipro River. Satellite imagery shows that Russian forces are attempting to build a pontoon crossing near the Antonivsky Bridge, which appeared to be halfway finished as of August 27. Geolocated satellite imagery also showed that the Kakhovka Bridge is still out of service with strike holes on the critical junctures of the bridge. Satellite imagery indicated that Russian forces are continuing to move military equipment mostly north toward Kherson City via the pontoon ferry. Satellite imagery showed the movement of 100 Russian military vehicles as of August 25, with few moving south. Such transfer of equipment via ferries is inefficient and vulnerable to further Ukrainian strikes. Russian forces reportedly continue to experience difficulties maintaining other GLOCs to southern Ukraine. Mariupol Mayoral Advisor Petro Andryushchenko stated that Russian logistics efforts relying on Mariupol rail transit will likely falter in the following days due to lack of electricity, damage to station cranes, and flooding that hinders rail operation in Mariupol.

    Deutches Welle has a meaty segment on the conflict:

    Some takeaways:

  • Ukraine seem to have three main prongs for their counterattack:
    • West of Kherson
    • The land bridge that collects it to Mykolaiv
    • “Further north, near the Kakhovka dam.” (For certain values of “near.”)
  • Still shelling near the Zaporizhzhia nuclear power plant. (Lots of time spent on this.)
  • Germany is sending Ukraine Vulcano (though the DW announcers pronounce it “volcano”) high precision artillery shells.
  • Ukrainian commander Yurii Bereza says that HIMARS and precision howitzer munitions have been a great equalizer.
  • More than 90 billion Euros pledged to Ukraine. Biggest donors are 1. U.S. (far and away the biggest), 2. UK, 3. EU, 4. Poland, 5. Germany. (Yeah, I know the last two are in the EU.)
  • There’s a lot of talk over Germany going soft due to gas shortages, but German Chancellor Olaf Scholz sounds pretty hardline here, talking about “Russia’s brutal war of aggression.”
  • Private foreign donors have also allowed Ukraine to buy millions in drones.
  • Concerns over rapid depletion of EU weapons supplies. (Also a concern in the US.)
  • Ben Hedges, former commander of U.S. forces in Europe, thinks Ukraine has done a good job of shaping the battlespace and building up forces for the counteroffensive.
  • “The Russians have not yet fixed the many problems [that] were on display back in February and March. Especially their command and control framework …It’s still a mess.”
  • “The logistical system is fragile, it’s exhausted, it’s gotten weaker by the week.”
  • On Putin announcing a 10% increase in troop levels: “I’d bet a large sum of money that there’s not 137,000 Russians willing to step up and join the military.”
  • “There’s a history in Russia of serious inflation in numbers. They’ve never had what they said they had. This is a classic means of corruption, to claim a certain number to draw salaries, when in fact you’re only paying half to three-quarters of that.”
  • “It’s an unhealthy population decreasing in size.”
  • Even if Putin gets the additional troops he wants, it will be months before they show up with equipment.
  • Not only was the Antonivsky Bridge hit again, but the in-progress pontoon bridge was also hit, as was a ferry.

    Ukraine says that all the bridges across the Dnipro River near Kherson are “unusable.” They do appear to have been badly damaged, but I’d take “unusable” with a grain of salt.

    Ukraine also reportedly hit the Russian military headquarters in Kherson. Given Russia’s rigid top-down command structure, that’s potentially a huge blow.

    In-cockpit combat aircraft footage from a Ukrainian Mig-29 in Kherson theater:

    Some tweets:

    As always, the fog of war/grains of salt caveats apply…

    Edited To Update: Here’s a Ukrainian map guy covering the various thrusts of Ukrainian attacks in more detail.

    Russo-Ukrainian War Update for March 17, 2022

    Thursday, March 17th, 2022

    Russia’s war against Ukraine grinds on. Here’s the Livemap snapshot:

    Given the usual caveats (the map is not the territory), it doesn’t seem like Russia has made much progress since my last update. Russian forces are taking high casualties as they creep closer to Kiev, and Mariupol is still in Ukrainian hands.

    Some perspective on the timelines of previous mechanized invasions:

  • In Desert Storm, the coalition forces destroyed most of the Iraqi army and air force and liberated Kuwait in 100 hours, taking less than 500 deaths. No tank personnel were killed in action.
  • In the Six-Day War, Israel seized control of Gaza, Sinai, the West Bank and the Golan Heights, some 42,000 square miles, and lost 776 soldiers in combat.
  • Twelve days after the German invasion of Poland on September 1, 1939, Germany controlled virtually all of Poland west of the Vistula and was rapidly surrounding the capital of Warsaw. (The Soviet Union would jump in five days later on September 17 to help the Nazis finish off the remainder of Polish resistance and annex much of Poland into the Soviet Union. I trust you know that a lot of what was Poland in 1939 is in Belarus today.) And that was back when the vast majority of German logistics support was still supplied via horse-drawn logistics. And if Gerd von Rundstedt and Fedor von Bock had trucks, and had used T-72s and T-80s rather than Panzer Is and IIs, they probably could have done it in half the time.
  • We’re now some 22 days into the Russian invasion of Ukraine, and its make other widescale mechanized land invasions look far more competent and successful.

    Now the links:

  • Here’s a quick assessment:
    • Russia is deploying reserves from Armenia and South Ossetia and cohering new battalion tactical groups (BTGs) from the remnants of units lost early in the invasion. These reinforcements will likely face equal or greater command and logistics difficulties to current frontline Russian units.
    • President Zelensky created a new joint military-civilian headquarters responsible for the defense of Kyiv on March 15.
    • Russian forces conducted several failed attacks northwest of Kyiv and no offensive operations northeast of Kyiv on March 16.
    • Russian forces continue to shell civilian areas of Kharkiv, but will be unlikely to force the city to surrender without encircling it—which Russian forces appear unable to achieve.
    • Russian forces continued to reduce the Mariupol pocket on March 16. Russian forces continue to commit war crimes in the city, targeting refugees and civilian infrastructure.
    • Ukrainian Forces claimed to have killed the commander of the 8th Combined Arms Army’s 150th Motor Rifle Division near Mariupol on March 15. If confirmed, Miyaev would be the fourth Russian general officer killed in Ukraine; his death would be a major blow to the 150th Motor Rifle Division, Russia’s principal maneuver unit in Donbas.
    • Russian warships shelled areas of Odesa Oblast on March 16 but Russian Naval Infantry remain unlikely to conduct an unsupported amphibious landing.

    (Hat tip: The Ethereal Voice.)

  • Estimates for deaths from Vlad’s Big Ukraine Adventure top 7,000:

    In 36 days of fighting on Iwo Jima during World War II, nearly 7,000 Marines were killed. Now, 20 days after President Vladimir V. Putin of Russia invaded Ukraine, his military has already lost more soldiers, according to American intelligence estimates.

    The conservative side of the estimate, at more than 7,000 Russian troop deaths, is greater than the number of American troops killed over 20 years in Iraq and Afghanistan combined.

    It is a staggering number amassed in just three weeks of fighting, American officials say, with implications for the combat effectiveness of Russian units, including soldiers in tank formations. Pentagon officials say a 10 percent casualty rate, including dead and wounded, for a single unit renders it unable to carry out combat-related tasks.

    With more than 150,000 Russian troops now involved in the war in Ukraine, Russian casualties, when including the estimated 14,000 to 21,000 injured, are near that level. And the Russian military has also lost at least three generals in the fight, according to Ukrainian, NATO and Russian officials.

    Pentagon officials say that a high, and rising, number of war dead can destroy the will to continue fighting. The result, they say, has shown up in intelligence reports that senior officials in the Biden administration read every day: One recent report focused on low morale among Russian troops and described soldiers just parking their vehicles and walking off into the woods.

    Insert the usual “anonymous sources” caveat. Though I suspect the estimates of overall Russian deaths is on the low side.

  • Ukrainian President Volodymyr Zelensky asks U.S. congress for a no-fly zone. I don’t blame him for asking one bit. But it would be a dangerous escalation on the part of the United States and NATO to attempt to implement one.
  • The tiny problem with offering Putin an “offramp” from his Ukraine invasion: he doesn’t want one.

    We’re witnessing a particularly unexpected set of circumstances.

    One: The vaunted Russian army is proving to be a shadow of its former self.

    While the Russian pounding of Ukrainian cities increases, Kyiv remains in Ukrainian control, and Ukrainian president Volodymyr Zelensky is still, at minimum, safe enough to record videos of himself walking to a hospital to visit wounded Ukrainian soldiers. In just three weeks, the Russian military has likely suffered more killed, wounded, and captured than the U.S. and U.K. did combined over the course of 20 years in Afghanistan. One site attempting to track the damage calculates that the Ukrainians have destroyed, damaged, or captured more than 1,200 Russian military vehicles and shot down or otherwise damaged 15 helicopters, 13 fixed-wing aircraft, six drones, two fuel trains, and more than 400 support vehicles.

    If the Russian army was marching across Ukraine as planned, the Russians would not be attempting to recruit Syrian mercenaries.

    This doesn’t mean that 200,000 Russian troops, with all their support vehicles, tanks, artillery, guided-missile systems, jets, helicopters, etc., cannot kill many Ukrainians and inflict extraordinary damage on the cities and homes and critical infrastructure of Ukraine. But it does mean that the Russian army is hampered by severe logistics problems, poor intelligence and tactics, persistent communications problems, awful morale, faulty equipment, and long-expired rations. Some significant portion of the great fortune that Russia spent to upgrade its military over the past two decades was skimmed off the top and diverted into someone’s pockets.

    Polina Beliakova, a senior research fellow at the Center for Strategic Studies at Tufts University, contends that Putin’s wealthy allies were stealing from the military and shortchanging the troops right under Putin’s nose:

    Most companies responsible for providing food to the Russian military are connected to Yevgeny Prigozhin — the patron of PMC Wagner, the mercenary organization, and sponsor of the Internet Research Agency, which has been accused of meddling in the United States elections. Several years ago, Prigozhin’s companies were accused by Russian opposition leader Alexei Navalny of forming a cartel and gaming the state’s bidding system for defense orders, receiving contracts for several hundred million dollars. The quality of food and housing in the Russian military is reportedly worse than in its prisons, with unreasonably small meals and some carrying harmful Escherichia coli bacteria.

    Putin is now learning that hard lesson of former U.S. secretary of defense Donald Rumsfeld, “You go to war with the army you have, not the army you might want or wish to have at a later time.”

    The army Russia has is nowhere near as effective as Putin thought it was. And the Eastern Europeans have noticed:

    “Today what I have seen is that even this huge army or military is not so huge,” said Lt. Gen. Martin Herem, Estonia’s chief of defense, during a news conference at an air base in northern Estonia with Gen. Mark A. Milley, the chairman of the U.S. Joint Chiefs of Staff. General Herem’s colleague and the air force chief, Brig. Gen. Rauno Sirk, in an interview with a local newspaper, was even more blunt in his assessment of the Russian air force. “If you look at what’s on the other side, you’ll see that there isn’t really an opponent anymore,” he said.

    Two: The Russian economy continues to freefall.

    The Russian government announced that they intend to pay back their debts in now-almost-worthless rubles. The Moscow Stock Exchange will stay closed until at least March 18. The Financial Times’ European banking correspondent, Owen Walker, says the Russian Ministry of Finance can keep the big Russian banks going for a while, but in the end, the Russian companies will have no money coming in from countries enacting sanctions.

    Maybe India can help with this problem, but it will cost Russia; the Indian government is reportedly interested in buying Russian oil at a discount. Russia not only wants economic assistance from China, but has reportedly asked for military assistance as well, in the form of drones.

    Three: Despite all of this, Putin is not only undeterred, he wants to double down.

    Back in 2014, when Russian military forces moved into Crimea and annexed it, then-secretary of state John Kerry and other Obama administration officials kept talking up the option of a “diplomatic off-ramp” that would end Russia’s military occupation. Those proposals never went anywhere; Kerry seemed to be in denial of the fact that Putin was on precisely the highway he wanted to be on, headed toward exactly the destination he wanted. Putin wasn’t looking for an “off-ramp.”

    Today, you hear the same refrain — that if the West just tried hard enough, it could find some “diplomatic off-ramp” that would be acceptable to Putin:

    Axios: “President Biden now faces a great unanswered question — how to give Vladimir Putin an off-ramp to avoid even greater calamity.” The Irish Times: “While the prospect of a ceasefire in the short-term may seem remote, there will come a point where Putin needs an off-ramp. The West can keep applying pressure on Putin while showing him that a negotiated peace is there for the taking.” NPR: “Diplomats are trying to find an off ramp to Putin’s war in Ukraine.”

    How can Putin make it any clearer? He doesn’t want an “off ramp!” He doesn’t want to end his war, he wants to win his war. He doesn’t care how gargantuan a price he or his country must pay in blood and treasure to achieve victory. To a certain degree, Putin is dealing with the sunken-cost fallacy. He has already committed so much, nationally and personally, into this war that he cannot accept a relatively modest prize of Donetsk and Luhansk and a guarantee that Ukraine would never join NATO. Russia’s big sacrifices in this war means Putin must bring home a big prize to justify the bloody endeavor.

  • A Chinese analyst is pretty grim in his analysis of Putin’s chances of success.

    1. Vladimir Putin may be unable to achieve his expected goals, which puts Russia in a tight spot. The purpose of Putin’s attack was to completely solve the Ukrainian problem and divert attention from Russia’s domestic crisis by defeating Ukraine with a blitzkrieg, replacing its leadership, and cultivating a pro-Russian government. However, the blitzkrieg failed, and Russia is unable to support a protracted war and its associated high costs. Launching a nuclear war would put Russia on the opposite side of the whole world and is therefore unwinnable. The situations both at home and abroad are also increasingly unfavorable. Even if the Russian army were to occupy Ukraine’s capital Kyiv and set up a puppet government at a high cost, this would not mean final victory. At this point, Putin’s best option is to end the war decently through peace talks, which requires Ukraine to make substantial concessions. However, what is not attainable on the battlefield is also difficult to obtain at the negotiating table. In any case, this military action constitutes an irreversible mistake.

    2. The conflict may escalate further, and the West’s eventual involvement in the war cannot be ruled out. While the escalation of the war would be costly, there is a high probability that Putin will not give up easily given his character and power. The Russo-Ukrainian war may escalate beyond the scope and region of Ukraine, and may even include the possibility of a nuclear strike. Once this happens, the U.S. and Europe cannot stay aloof from the conflict, thus triggering a world war or even a nuclear war. The result would be a catastrophe for humanity and a showdown between the United States and Russia. This final confrontation, given that Russia’s military power is no match for NATO’s, would be even worse for Putin.

    3. Even if Russia manages to seize Ukraine in a desperate gamble, it is still a political hot potato. Russia would thereafter carry a heavy burden and become overwhelmed. Under such circumstances, no matter whether Volodymyr Zelensky is alive or not, Ukraine will most likely set up a government-in-exile to confront Russia in the long term. Russia will be subject both to Western sanctions and rebellion within the territory of Ukraine. The battle lines will be drawn very long. The domestic economy will be unsustainable and will eventually be dragged down. This period will not exceed a few years.

    4. The political situation in Russia may change or be disintegrated at the hands of the West. After Putin’s blitzkrieg failed, the hope of Russia’s victory is slim and Western sanctions have reached an unprecedented degree. As people’s livelihoods are severely affected and as anti-war and anti-Putin forces gather, the possibility of a political mutiny in Russia cannot be ruled out. With Russia’s economy on the verge of collapse, it would be difficult for Putin to prop up the perilous situation even without the loss of the Russo-Ukrainian war. If Putin were to be ousted from power due to civil strife, coup d’état, or another reason, Russia would be even less likely to confront the West. It would surely succumb to the West, or even be further dismembered, and Russia’s status as a great power would come to an end.

    II. Analysis of the Impact of Russo-Ukrainian war On International Landscape

    1. The United States would regain leadership in the Western world, and the West would become more united. At present, public opinion believes that the Ukrainian war signifies a complete collapse of U.S. hegemony, but the war would in fact bring France and Germany, both of which wanted to break away from the U.S., back into the NATO defense framework, destroying Europe’s dream to achieve independent diplomacy and self-defense. Germany would greatly increase its military budget; Switzerland, Sweden, and other countries would abandon their neutrality. With Nord Stream 2 put on hold indefinitely, Europe’s reliance on US natural gas will inevitably increase. The US and Europe would form a closer community of shared future, and American leadership in the Western world will rebound.

    2. The “Iron Curtain” would fall again not only from the Baltic Sea to the Black Sea, but also to the final confrontation between the Western-dominated camp and its competitors. The West will draw the line between democracies and authoritarian states, defining the divide with Russia as a struggle between democracy and dictatorship. The new Iron Curtain will no longer be drawn between the two camps of socialism and capitalism, nor will it be confined to the Cold War. It will be a life-and-death battle between those for and against Western democracy. The unity of the Western world under the Iron Curtain will have a siphon effect on other countries: the U.S. Indo-Pacific strategy will be consolidated, and other countries like Japan will stick even closer to the U.S., which will form an unprecedentedly broad democratic united front.

    3. The power of the West will grow significantly, NATO will continue to expand, and U.S. influence in the non-Western world will increase. After the Russo-Ukrainian War, no matter how Russia achieves its political transformation, it will greatly weaken the anti-Western forces in the world. The scene after the 1991 Soviet and Eastern upheavals may repeat itself: theories on “the end of ideology” may reappear, the resurgence of the third wave of democratization will lose momentum, and more third world countries will embrace the West. The West will possess more “hegemony” both in terms of military power and in terms of values and institutions, its hard power and soft power will reach new heights.

    Nor is he thrilled at China’s chance might fare in this scenario:

    4. China will become more isolated under the established framework. For the above reasons, if China does not take proactive measures to respond, it will encounter further containment from the US and the West. Once Putin falls, the U.S. will no longer face two strategic competitors but only have to lock China in strategic containment. Europe will further cut itself off from China; Japan will become the anti-China vanguard; South Korea will further fall to the U.S.; Taiwan will join the anti-China chorus, and the rest of the world will have to choose sides under herd mentality. China will not only be militarily encircled by the U.S., NATO, the QUAD, and AUKUS, but also be challenged by Western values and systems.

    His advice to China? Cut Putin loose and join the west:

    China cannot be tied to Putin and needs to be cut off as soon as possible. In the sense that an escalation of conflict between Russia and the West helps divert U.S. attention from China, China should rejoice with and even support Putin, but only if Russia does not fall. Being in the same boat with Putin will impact China should he lose power. Unless Putin can secure victory with China’s backing, a prospect which looks bleak at the moment, China does not have the clout to back Russia. The law of international politics says that there are “no eternal allies nor perpetual enemies,” but “our interests are eternal and perpetual.” Under current international circumstances, China can only proceed by safeguarding its own best interests, choosing the lesser of two evils, and unloading the burden of Russia as soon as possible. At present, it is estimated that there is still a window period of one or two weeks before China loses its wiggle room. China must act decisively.

  • Speaking of China: “China has refused to supply Russian airlines with aircraft parts, an official at Russia’s aviation authority was quoted by Russian news agencies as saying on Thursday, after Boeing (BA.N) and Airbus (AIR.PA) halted supply of components.” Coincidence? Probably.
  • Analyst Ben Hedges says the next ten days (eight now) will decide the war.

    The Russians are in trouble, and they know it. That’s why they have reached out to China for help and why they are now recruiting Syrians.

    Russian generals are running out of time, ammunition, and manpower. That’s not based on any inside intelligence — it’s clear from open source information and my own experience. I could be way off, but I am confident of this assessment.

    An essential caveat to my assessment is that we, the West, led by the US, must accelerate and expand the support we are providing to Ukraine on the scale and with the sense of urgency of the Berlin Airlift (June 1948-May 1949). They need the weapons and ammunition to destroy the rockets, cruise missiles, and long-range artillery that are causing most of the damage to Ukrainian cities, as well as the intelligence to locate those systems, and the ability to hit Russian Navy vessels that are launching cruise missiles into cities from the Black Sea and the Azov Sea.

    The time challenge for Russia is not just military. The effects of sanctions are growing — Russia may soon default on $150bn of foreign currency debt —and Russian domestic resentment is also growing (we should remember that it’s unusual as well as extreme brave for ordinary people to protest in Putin’s Russia and for television editors to suddenly interrupt their own programs waving anti-war placards.) We should do all we can to fuel that discontent and to let courageous Russians know they have our support.

    Ammunition shortages

    The Russians are experiencing ammunition shortages. Their transition to attrition warfare is driving up consumption rates beyond what they had planned and what they can sustain. They will still have a lot of the conventional artillery and so-called dumb bombs. But as we know from past US military operations, the most sophisticated munitions are very expensive and so more limited in availability. The Russians are likely to be having the same experience; in addition, they thought the campaign would end within a few days so large stocks were probably not prepared. Wartime consumption always exceeds planning numbers, and urban combat exacerbates that. Sanctions will also have assisted —Finland and Slovenia used to provide some munitions to Russia, and those have now stopped.

    Manpower shortages

    The Pentagon has said that 50% of Russian combat power was committed in Ukraine. At the height of our wars in Iraq and Afghanistan, we were about 29% committed. And it was difficult to sustain that.

    This plays directly into the discussion of the encirclement of Kyiv. Russia does not have the manpower or firepower to encircle the Ukrainian capital, let alone capture it.  I have been to Kyiv several times.  I was there in Kyiv five weeks ago, met President Zelenskyy.  It is a very large, dense major urban center on the banks of one of Europe’s largest rivers. It is a difficult, complex urban terrain.

    The Ukrainians are going to be able to keep it open and prevent encirclement, especially if we can get the flow of weapons and ammunition up to the levels needed. There will be, unfortunately, be increasing attacks on the city by air and ground systems, and many more innocent Ukrainian citizens will be murdered, injured, or displaced.  But I don’t believe it will fall.

    Russia’s dilemma is only worsened by its combat casualties. Although I am always skeptical about enemy body counts, I do believe the numbers of dead are in the thousands (possibly in the 5,000-6,000 range suggested by US sources) and the numbers of wounded much higher. The modern battlefield is extremely lethal, especially for poorly trained or disciplined soldiers. These are very high numbers for just the first two weeks of war and many come from Russia’s elite units — they are hard to replace (and the Kremlin won’t be able to conceal these losses from the Russian public and all those for long.)

    Reports of low morale, dissension between commanders, mutiny on at least one vessel, desertion, and so on, all within the first two weeks are indicators of major manpower problems. And in pure numbers, the Ukrainian armed forces still outnumber or closely match Russian forces actually on the ground in Ukraine.

    There is no suggestion that the Russians have big units lurking in the woods somewhere (and the Pentagon has said it sees no signs of significant reinforcements.) So it’s apparent that the notional 900,000 strength of the Russian military is a hollow number.  Their public call for 16,000 troops from Syria and elsewhere indicates this. Employment of “stop loss” by Russia on conscripts whose time is about up is another indicator. The Ukrainian diaspora is flocking home to help the fight; Russians are not coming back home — and indeed, many are leaving to avoid Putin’s fight.

  • Related: “Ukraine Is Doubling Its Army, While Russia Scrapes The Barrel For Reinforcements.”

    Russia paused its offensive in Ukraine in recent days in order to rush in reinforcements and rebuild shattered units.

    The problem, for the Kremlin, is that Ukraine is doing the same—and potentially to much greater effect. As the wider war in Ukraine enters its fourth week, the Russian army might be able to restore some of the combat power it has lost to poor planning, poorer execution and heroic resistance by the Ukrainian armed services.

    But Ukraine almost certainly can double its fighting strength.

    That mobilization imbalance, the consequence of strong foreign support for Kyiv, the natural logistical advantages any defender enjoys against an attacker and—most importantly—Ukrainians’ incredible determination to fight, has led one analyst to a perhaps surprising conclusion.

    Russia “can’t win this war,” wrote Tom Cooper, an author and expert on the Russian military.

    The Russian army built up a force of nearly 200,000 troops with thousands of armored vehicles before launching its assault on southern, eastern and northern Ukraine on the night of Feb. 23.

    The invasion force encountered stiff resistance. Not only from the 145,000-person regular Ukrainian army, but also local territorial defense forces and even everyday people who improvised weaponry or found other ways to slow the Russians. Digging ditches. Destroying bridges. Texting Ukrainian artillery units with the locations of approaching Russian tanks.

    As the war enters its fourth week, the Russian offensive has stalled. And the scale of Russian losses is becoming clear. The Kremlin on March 2 copped to losing fewer than 500 troops killed in action and another 1,500 wounded. The Ukrainian defense ministry a few days ago posited a much higher total: a combined 12,000 Russians “lost”—presumably meaning killed, wounded or captured.

  • Kurt Schlichter suggests caution.

    From the perspective of someone who actually trained Ukrainian troops in Ukraine, commanded US forces, and attended the US Army War College – though it’s kind of the Chico State of war colleges – the whole way our elite is approaching the crisis is an epic clusterfark. Don’t believe anything anyone tells you – and certainly, sanity check whatever I’m telling you, too – most of these insta-experts on intra-Slavic conflict know absolutely squat-ski. Moreover, their remarkably dumb observations and credulous acceptance of conventional wisdom, which has proven long on conventional and short on wisdom, are being presented without any kind of strategic context. They don’t know where this crisis came from and certainly have no clear notion of where they want it to go beyond the vague and unhelpful idea that they want Putin (which they use interchangeably with Russia) to “lose” without knowing what that even means.

    Biases are important, and here are mine. I sympathize with the Ukrainian people, partly because I worked with them and partly because I was an end-stage Cold Warrior who came up training to fight Russians. I understand that this mess is not merely the result of Putin being bad or Trump being insufficiently anti-Putin, like LTC Sausage and the rest of the failed foreign policy elite and regime media insist. Putin’s badness plays a part, but he’s merely exploiting thousands of years of bloody history, of ethnic hatred, and of Orthodox mysticism, as well as totally misguided and poorly-considered Western interference. The idea that we could just make Ukraine part of NATO and the Russians would just lump it is remarkable for its dumbness, but it is fully in keeping with our foreign policy elite’s unbroken track record of failure since the old-school military’s victory in the Gulf War…

    The expectation was that the Russian forces would smash through, surround the Ukrainian forces pinned down facing the Russians in the occupied regions to the east, and isolate the main cities. I did not expect them to go into the cities immediately since Russians 1) generally bypass hard defenses; 2) they have bad experiences with city fighting (Stalingrad, Grozny); and 3) that would not necessarily be necessary. It would not be necessary if the idea was to neutralize the main Ukrainian combat formations and force the government in the cities to capitulate, then have the West pressure the Ukrainians to accept a ceasefire and “peace” that recognized Russian gains and ended the idea of Ukrainian allying with the West. In fact, that is pretty much what the Russian “peace plan” consists of. But that did not work for a couple of reasons.

    First, the Russians did not fight as well as expected. You should always treat the enemy as if it is the best possible enemy. We did in the Gulf. We prepared to fight elite Republican Guard divisions of highly trained and motivated soldiers using top-shelf Soviet equipment and tactics. None of that was so; we crushed an entire national army in 100 hours.

    The Russians are poorly-led, with very weak synchronization among maneuver forces and fires. Their plan is okay – in fact, you look at a map, and it’s obvious what they would do. But their gear is badly-maintained, and their troops are unsuited to the task of supporting a rapid advance. Look at all the evidently intact gear simply abandoned by the side of the road. Lots of it looks like it broke down (note all the flat tires). Much of it seems to have run out of gas. And, of course, lots of stuff had been blasted apart.

    That’s the second part of the equation – the Ukrainians fought back hard. If you are a Lord of the Rings nerd, think of the Ukrainians as the dwarves. Not super-sophisticated but tough and ready to fight, and also often drunk.

    If you want to see the future of this war, look at videos of Ukrainian infantry patrolling near the front. Every second guy has an anti-tank weapon, like a Javelin or some other system, and the rest are carrying spare missiles. Mechanized forces unprotected by infantry are vulnerable to ambush by anti-tank teams. The Russian armor outstripped its ground pounders and is getting pounded itself. Further, Ukrainians seem to have success with drones firing anti-tank weapons. The war is not going to be won by conventional battalions of Ukrainians operating with conventional aircraft. It will win with light infantry and drones armed with missiles.

  • The Russian occupation is none too gentle on Ukrainian civilians.

    Russian soldiers have shot people dead in the street as they took over Ukrainian villages, according to fleeing residents.

    Soldiers shot randomly at buildings, threw grenades down roads and went from house to house confiscating phones and laptops, witnesses said.

    Online groups created for family members or friends looking for information about people in affected areas are receiving hundreds or even thousands of requests a day.

    One witness, Mykola, described how soldiers arrived in Andriivka, a village near Kyiv. “They threw grenades down the street. One man lost his leg and the next day this person died,” he said. “They then came down the central street and started shooting at the windows and hit one woman. Her children managed to hide.”

    Mykola lived within walking distance of his brother, Dymtro. “My brother came out the house with his hands in the air. They beat him and then executed him in the street,” he said.

    Dymtro’s wife said she saw the killing of her husband from a window. She said she also witnessed their neighbour being killed in the same manner. Dymtro’s daughter believes both were shot because they had earlier helped the Ukrainian army as volunteers.

    Mykola said they wanted to bury his brother, but his wife feared the soldiers would shoot them. “The next day they went house by house, confiscating phones and laptops,” he said. At this point, 3 March, there was no electricity. “Those who came into our house behaved OK. But they told us that it’s good you have a cellar, collect some water, because you’re going to be bombed for six days.”

  • What happens if Putins lets his tacnukes fly.

    On Monday, United Nations secretary general António Guterres warned that, “Raising the alert level of Russian nuclear forces is a bone-chilling development. The prospect of nuclear conflict, once unthinkable, is now back within the realm of possibility.”

    As hyperbolic as that claim may seem, the circumstances that would spur the Russians to use a tactical nuclear weapon are starting to fall into place. As laid out yesterday, the war is going badly for the Russians. Advances are moving slowly, when they’re moving at all, and casualties are mounting. The Russian economy is collapsing. Something’s going to break; it’s just a question of what breaks first.

    This newsletter has repeatedly discussed the official Russian military doctrine, “escalate to deescalate” — that is, “If Russia were subjected to a major non-nuclear assault that exceeded its capacity for conventional defense, it would ‘de-escalate’ the conflict by launching a limited — or tactical — nuclear strike.” In other words, Russia’s official strategy when losing a war is to escalate it by using tactical battlefield nukes in order to “deescalate” it on terms favorable to Russia.

    It isn’t likely that Russia will launch or detonate a tactical nuclear weapon yet. But it also isn’t unimaginable anymore. Apparently, Putin and the Russian military have been thinking about this option for a long time. In 2014, Ukrainian defense minister Valeriy Heletey said that, “The Russian side has threatened on several occasions across unofficial channels that, in the case of continued resistance they are ready to use a tactical nuclear weapon against us.”

    This assumes, of course, his nukes still work. The United States is going to spend some $634 billion this decade maintaining its nuclear deterrent. Put it another way, the U.S. spends more money maintaining nuclear weapons in a given year than Russia spends annually on its entire military. Thermonuclear weapons (not fission-only tactical nuclear weapons) require regular Tritium refresh. Fission weapons still require battery and explosive refresh, and I’m not clear on the schedule.

  • Explosions reported in multiple Belarus cities. Could be supply hits. Could also be false flag operations
  • A Ukrainian Town Deals Russia One of the War’s Most Decisive Routs. In the two-day battle of Voznesensk, local volunteers and the military repelled the invaders, who fled leaving behind armor and dead soldiers.”

    A rapid Russian advance into the strategic southern town of 35,000 people, a gateway to a Ukrainian nuclear power station and pathway to attack Odessa from the back, would have showcased the Russian military’s abilities and severed Ukraine’s key communications lines.

    Instead, the two-day battle of Voznesensk, details of which are only now emerging, turned decisively against the Russians. Judging from the destroyed and abandoned armor, Ukrainian forces, which comprised local volunteers and the professional military, eliminated most of a Russian battalion tactical group on March 2 and 3.

    The Ukrainian defenders’ performance against a much-better-armed enemy in an overwhelmingly Russian-speaking region was successful in part because of widespread popular support for the Ukrainian cause—one reason the Russian invasion across the country has failed to achieve its principal goals so far. Ukraine on Wednesday said it was launching a counteroffensive on several fronts.

  • A fourth Russian general has been killed in fighting in Ukraine, according to reports on Tuesday. Ukrainian Interior Ministry adviser Anton Gerashchenko announced the death of Major General Oleg Mityaev.”
  • A look inside an abandoned Russian field kitchen truck. Hope you like onions:

  • Russia is headed toward a $150 billion default.
  • Though Russia did manage to pay $117 in dollar-denominated bonds today.
  • Another sign of how poorly things are going for Russia: “Kremlin arrests FSB chiefs in fallout from Ukraine chaos. The defenestration of several senior spies is a sign of Putin’s growing fury towards the intelligence services.” Traditionally the position of dictators who went to war with their own security service has been…precarious.
  • Other recent Russo-Ukrainian War links:

  • Why Russia Can’t Achieve Air Superiority
  • The Problem With That “Russia Sought Military Aid From China” Story
  • Ian McCollum on Russia’s Invasion of Ukraine and Civilian Firearms Ownership