Posts Tagged ‘logistics’

Ukraine Update for November 15, 2022: Dnipro Crossed?

Tuesday, November 15th, 2022

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.”

Looks like that assumption might have been in error, as there are already reports that Ukraine has landed on the other side.

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.

if all that weren’t enough. there’s the tiny little matter that a Russian missile reportedly strayed into Poland, killing two people.

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.

Kerch Strait Bridge Update: Russia’s Still Using It

Sunday, October 9th, 2022

As bad as the damage looked from the Kerch Strait Bridge explosion, Russia is still using the bridge:

  • The rail bridge has two tracks going each way, and they ran a test 15-car train on the other span. I have a civil engineer/bridge inspector friend who thinks it’s probably unwise to use the rail bridge at all, as the fire has almost certainly weakened the structure through spalling. But Russia doesn’t have a lot of options.
  • The destroyed train hasn’t been cleared yet.
  • They’ve opened up the surviving lane for traffic. “It’s been said that the road span can handle 20 cars an hour and has a weight capacity of 3.5 tons.” That’s rural mail route capacity, not “support a major front in a war” capacity.
  • Russia is trying to repair the bridge.
  • They’re using passenger-only ferries to cross, but the run rate is so low they may only have one ferry in service.
  • Peter Zeihan says it’s potentially a turning point in the war:

  • “By far the most significant development of the war to date.” I would say that the failure to take Hostomel Airport in the opening phases of the war was bigger, as that meant Russia’s high risk/high reward decapitation strike had failed.
  • “The Kerch bridge is the only large-scale rail connection between mainland Russia and the Crimean peninsula, which is home to about two and a half million people.”
  • All other rail lines are under threat of Ukrainian artillery.
  • He reiterates that everything in Russia runs on rail, as they never built a modern road network in most of the country.
  • “With Kerch being the only real connection, it is the primary primary way that the Russians Supply Crimea in the southwestern front with not just troops and equipment, but with food and fuel.”
  • He estimates the bridge spans couldn’t be repaired without several months of work.
  • “Now that the Ukrainians know it can be done, you can bet they’re going to try to hit other parts of it to make sure the thing stays offline.”
  • “For the first time we have a path forward for the Ukrainians here to win that is not long and windy.”
  • Russia finally has a problem it can’t just shove bodies at. “You don’t throw a half a million people at logistics. This is something where either you have the connections or you don’t.”
  • Russian troops in Zaporizhzhia, Kherson and Crimea are “suddenly on their own.”
  • They can now only supply those regions in two ways. “One is by truck, and we know that because of all the Javelins that have been put into Ukraine, and all the RPGs, that the Russians are almost out of their entire military tactical truck fleet, and they’ve started using city buses and Scooby-Doo vans, and those just can’t take the volume of stuff that an active frontline needs.”

  • The second way is by ship, and if they can’t supply anti-ship missiles, then Ukrainians can Muscova “every single cargo ship that the Russians try to bring in.”
  • “Losing cargo ships in that volume, losing trucks and buses in that volume, is hollowing out the entirety of the Russian internal transport system. This is the sort of thing that if you bleed this fast, it takes a decade to recover from, and in a war zone that is not going to happen.”
  • And sanctions make everything harder.
  • There still seems to be some confusion over just what blew up the bridge. While truck bomb is still the most widely accepted theory, supposedly Russia scans all trucks before the enter the bridge. And Suchomimus has a video up showing something in the water just before the blast (what isn’t clear).

    Finally, there are persistent reports of arrests of military personnel in Moscow. But the primary source for these reports seems to be Ukrainian, so several grains of salt are probably in order.

    Peter Zeihan on The Kherson Counteroffensive

    Thursday, September 1st, 2022

    For those who think I rely too much on Ukraine updates and Peter Zeihan videos, enjoy this Peter Zeihan video update on Ukraine!

    Takeaways:

  • “Everything that the Russians were bad at before (propaganda, logistics, precision, training, maintenance, equipment), everything they were bad at before, they’re worse at now.”
  • Ukraine has moved from trying to stop the Russian advance with shoulder-mounted weaponry to longer-range heavy artillery, allowing them to hit ammo dumps, logistical hubs and high-value officers.
  • “The degree to which the Ukrainians are able to put targeting information, either from their own human network or signal intelligence that is provided by the Americans, and put it to use has been very impressive, and it has snarled the entirety of the Russian advance in both the east and the south.”
  • “Russia may be running out of ammunition.”
  • Russian doctrine calls for slow advances prepared by massive artillery barrages.
  • “They faced a massive industrial collapse in the 1990s that they never really covered recovered from.”
  • They have fought three artillery intensive wars since the Soviet collapse: two in Chechnya and then one in Syria. So now the Russians are attempting to advance over a front that’s a thousand miles long with a burn rate for their artillery in excess of 40,000 shells a day. Going through a relatively small by Soviet standards arsenal that has been acquired since the Soviet collapse, when the industrial system collapses. Well, any equipment any shells that they’re going to use that are not from that stack are things that were built before 1989, meaning that they’re in excess of 30 years old. We’ve seen reports several a year in Russia going back 30 years that, every once in a while, one of these shells [just] cooks off and the entire ammo dump goes up. It’s entirely possible that some of the explosions were seeing in places like Belograd or Western Russia are not actually being caused by the Ukrainians, but by the Russians manhandling of their own equipment. But regardless, that burn rate 40,000 a day is not something that anyone could maintain at length.

  • Thus Russia has been shooting at big static targets like train stations and malls. “They have the feel of being a little bit more than the Russians shooting at things to demonstrate to the world that the Russians can still shoot at things. Tanks and infantry are not following up on any of these attacks.”
  • “Kherson was the only major city that Ukrainians ever lost to the Russians, the only regional capital.”
  • “All the normal things that plague offensives are appropriate to think about here. They trigger higher casualties among the attackers than the defenders. They require more troops, They require better logistics. They’re more vulnerable to disruption. All of that stands. Also, you have to consider that this isn’t simply Ukraine’s first significant offensive in the war, but this is Ukraine’s first significant offensive ever.”
  • “The Ukrainians have continually surprised to the upside, and the Russians have continually surprised at the downside. So what should have been a wildly unbalanced war that should have been over four months ago all of a sudden, if not a conflict among equals, is suddenly looking like a little bit more of a fair-ish fight.”
  • Summary of the Kherson situation so far, including damage to the bridges, covered here and here.
  • No guarantee that the Ukrainians will win in Kherson, but it obviously offers them the best chance.
  • “If it proves that the Ukrainians are successful [Russian] forces are going to have to evacuate on foot, they are going to have to leave all of their gear behind…this would be the single biggest military transfer to Ukraine of the post-war environment, and certainly of this war…all of a sudden, the Ukrainians might actually have what they need.” Sometimes Zeihan has a tendency to overstate things, and I think he does that here. Yes, they’ll probably capture some usable heavy equipment, but the estimates I hear are some 20,000 Russian troops in Kherson, and I’m not sure how many functional military vehicles will be left in usable condition after such heavy fighting. They might well pick up significant quantities of towed artillery.
  • He talks about the importance of taking Nova Kakhkovka, and controlling the irrigation gates for the canals that feed occupied Crimea.
  • If Ukraine retakes Kherson, they might theoretically be able to take out the Kerch Strait Bridge. (Note that this is only true if they actually have the ATACMS missiles for their HIMARS that the Biden Administration says we haven’t given them yet, as I calculate a distance of roughly 179 miles from Nova Kakhkovka to the bridge.) “Crimea goes from being an incredibly strategically valuable platform that the Russians can use to launch into Ukraine proper, into the most significant military vulnerability that post-war Russia has ever had.” Eh, I think I have to go with the Atomic Bomb between 1945 and August of 1949.
  • “If Ukraine is going to win this war, this is how it’s going to start.”
  • 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.

    Ukraine’s Attrition Strategy

    Wednesday, August 24th, 2022

    A lot of questions have popped up about the much-talked about Ukrainian counteroffensive for Kherson, among the biggest of which is “Where is it?”

    Anders Puck Nielsen, a military analyst at the Royal Danish Defence College, has some answers. What Ukraine is doing right now is not a traditional counteroffensive, but a prolonged attrition strategy to degrade Russian logistics and forces.

    Some takeaways:

  • Usually you want some level of operational secrecy, but Ukrainian officials have been talking up the “Kherson Offensive” since at least June.
  • “I think it was meant as a kind of trap. It was not enough for Ukraine to liberate Kherson, but they also wanted to take out a lot of Russian soldiers in the process.”
  • “This area west of Dnipro is probably the one area in the whole operational theater where Ukraine has all the advantages, and Russia has all the disadvantages. So it is better for Ukraine to fight as many Russians as possible in this area than it is to fight them later on somewhere else.”
  • Putin was faced with withdrawing or reinforcing. “And of course Putin was not going to give up Kherson without a fight, so Russia started pouring reinforcements into the area.”
  • The phrase that describes Ukraine’s strategy is “accelerated attritional warfare.”
  • Ukraine’s strategy: “To cause the Russians to have as many casualties as possible rather than defending specific pieces of terrain. And then what we see around Kherson is that Ukraine has figured out a way to accelerate that attrition among the Russians by luring them into a trap where they send reinforcements into an essentially undefendable area.”
  • So the frontline isn’t moving, but “the Ukrainians expect them to run out of supplies eventually, and then it will be easy.”
  • “I talked about the bridges, and how Ukraine can target the Russian logistics by destroying the bridges. And I also talked about how this war seems to have entered into what can be called the third phase of the war.”
  • Phase 1: Russia invades, tries to take Kiev, and fails, because their logistics suck. Advantage Ukraine.
  • Phase 2: Russia grinds out gains in Dobas, with logistics adequate to the task. Advantage Russia.
  • Phase 3 (current): Ukraine starts degrading vulnerable Russian forces in the south. “So they are going very hard after the Russian logistics systems. And that is what the attacks in Crimea and other places long behind the frontlines are about.”
  • “But the point of the attacks is exactly to make the Russian logistics as complicated as possible. To make the supply lines as long as they can possibly be. Because Russia now has to pull the ammunition depots even further away from the frontline, and they have to use trucks instead of railroads and stuff like that.”
  • “And the supply lines in Kherson and Zaporizhzhia oblasts are actually beginning to look very much like they did in northern Ukraine in phase one of the war.”
  • “That accelerated attrition [and] the sustained attacks on the Russian supply lines will mean that Ukraine can be in a pretty good position after the battle of Kherson. They will have all the territory west of the Dnipro. And it will be very easy to defend afterwards, because Russia is not going to come back across the river once they have lost that foothold. And then Ukraine will have freed up all those forces from the Kherson area that they can redeploy for a new counteroffensive somewhere else. So that could for example be an attack from the north down toward the Melitopol area. And Russia would be in a really tough position for such a fight. Because they don’t have more forces they can move from the Donbas area, because they already did that for the battle for Kherson. And they don’t have good logistics because Ukraine will have been hitting the infrastructure for months.

  • Conclusion: There’s no guarantee of Ukrainian success, but it’s hard to see what Russia can do to counter this strategy. “After that Ukraine will redeploy and make a new counteroffensive somewhere else. Perhaps a Christmas offensive or something like that.”

    Winter offenses are always a hard sledding in this part of Europe, but the rest of his analysis accords pretty closely with what we’ve been seeing.

    Know Who’s Bummed About Russia’s Military Failure In Ukraine? China

    Wednesday, April 6th, 2022

    A goodly part of the world is pleased about the manifest failure of Vlad’s Big Ukraine Adventure, some are indifferent to it, but only Russia, client-state Syria, and puppet-state Belarus really seem upset about it.

    Know who else is bummed? China.

    Operation Desert Storm was a turning point in modern Chinese military history. As military planners with the People’s Liberation Army watched U.S. and allied forces make short work of the world’s fourth-largest military (on paper), equipped with many of the same systems as the PLA, it became obvious that China’s quantitatively superior but qualitatively lacking massed infantry would stand no chance against the combination of modern weaponry, C4ISR, and joint operations seen in Iraq. The result was new military concepts and over two decades of often-difficult reforms, which produced the modern, far more capable, “informationized” PLA of today.

    Today, the PLA is no doubt closely observing its Russian contemporaries in Ukraine as they under-perform in multiple areas, from failing to take key targets or claim air supremacy to running low on fuel and supplies and possibly experiencing morale collapse, and surely taking away lessons that will shape its own future. Of note, Russia’s experience appears to have confirmed many of China’s recent assumptions behind its investments, such as the utility of unmanned aerial systems in high-intensity conflict, as well as the necessity for the PLA’s 2015 reforms, which aim to fix many of the issues driving Russian failure that the PLA recognizes in itself.

    Of the many issues that have contributed to Russia’s physical battlefield woes in Ukraine, one of the most important has been the lack of effective joint or combined arms operations, widely considered essential to any effective modern fighting force. Russia’s poor level of coordination between its various services and branches can only be generously described as incompetent. For example, it has repeatedly failed to provide effective air support to its ground forces or deconflict its air and air-defense forces to avoid friendly fire.

    The PLA has long had its own serious issues with joint operations. Traditionally dominated by the Army, the PLA had little success developing a truly joint force until a series of sweeping reforms in 2015 that replaced the former Army-dominated system with a series of joint theater commands. The PLA is thus aware of its own shortcomings and taking steps to fix it, but likely remains far off from being able to conduct truly effective, seamless joint operations. Efforts to conduct joint exercises are becoming more common, but most senior PLA leaders are still relatively inexperienced with joint operations, and even new officers typically do not receive joint education below the corps level. Further, it remains to be seen how far these reforms will go or to what extent they will “stick;” indeed, one reason the PLA did not attempt these reforms until 2015 was because of strong institutional pushback from the Army, whose leaders wished to retain their dominant status.

    To China, the Ukraine invasion will reinforce the importance of joint and combined arms operations, while also making clear that such operations are highly difficult to conduct in practice. Russia’s stumbles may give the PLA pause as to whether it is truly ready for all the joint elements that a successful Taiwan seizure would require, including close coordination between sea, air, and land forces.

    As well they should be. Russia shares a giant land border with Ukraine, was able to through something like 150,000 troops into the fight, and still got mauled while failing to meet their initial objectives. A giant land border is world’s away from having to conduct fiercely contested landing operations against the heavily defended island of a sophisticated, technological peer foe who’s had over half a century to prepare.

    Also, it can’t be encouraging that Russia was unable to hold control of Hostemel Airport during the early stages of the war, since airport seizures for an airbridge into Taiwan has played a large role in many wargamed invasion scenarios.

    Some paragraphs on conscript armies and information warfare skipped.

    China has also taken note of Russia’s disasterous logistics:

    Another ongoing issue has been Russia’s serious problems with poor logistics. The sight of broken-down or abandoned vehicles has become common as Russian forces run out of fuel and other vital supplies. To its credit, the PLA has also been rapidly reforming and modernizing its logistical system as part of the same broad set of 2015 reforms. As part of these reforms, the PLA has emphasized its logistics organizations and created the Joint Logistics Support Force. This force’s training has focused on cooperation with other branches of the PLA, and it has cut its teeth training to establish supply lines during natural disasters. In 2018, the JLSF launched its first major exercise, dubbed “Joint Logistics Support Mission 2018,” featuring medical drones, helicopter-dropped refueling depots, and operations in harsh and remote terrain.

    Hey, remember all that stuff I said about long land borders vs. amphibious and airborne invasion? It applies double (if not quadruple) for logistics. China can’t assume it will have complete air and sea control of the Taiwan strait, and it’s really hard to run an invasion if you’ve run out of ammo, food and fuel.

    However, while the outward manifestation of many of the issues faced by the Russian military appear to be logistical in nature, the true heart of the issue may be corruption. There are reports that before the invasion Russian military officers sold off their fuel and food supplies, and that these corrupt practices may be responsible for the stalling of a Russian tank column outside Kyiv. In this regard, the PLA has much to fear. Corruption has plagued the PLA for decades, with some PLA officers bluntly stating in 2015 that it could undermine China’s ability to wage war. Reportedly, more than 13,000 PLA officers have been punished in some capacity for corruption since Xi Jinping took power, including more than a hundred generals. This was a particular problem in the logistics sector, where there are more opportunities for corruption and links to the civilian economy.

    Yet, despite the reorganization of the PLA and widespread prosecution of corruption cases, it still appears to be a major issue. Anti-corruption efforts are ongoing, with Chinese Gen. Zhang Youxia recently calling for innovative measures to keep up the fight. But the fact that Fu Zhenghua, the man brought in to take down the corrupt former security chief Zhou Yongkang, is himself now under investigation for corruption does not bode well for the long-term effectiveness of China’s efforts. The troubled invasion of Ukraine provides a stark real-world example to Xi, the CCP, and PLA about the impact corruption can have on military effectiveness, and will no doubt cause them to redouble their anti-corruption efforts with a newfound urgency. However given its similar authoritarian system and emphasis on career advancement through patronage, systemic corruption may be baked into the system.

    China without corruption is like Norway without snow.

    But not everything is that’s made life difficult for Russia will apply to China.

    While China will benefit from Russia’s increasing reliance on its goods and services, Beijing can be expected to retool its geo-economic strategy to reduce its vulnerability to a similar nightmare scenario. For example, it will likely redouble its efforts to promote its Cross-Border Interbank Payment System—an alternative to the SWIFT international banking system—among its strategic partners and foreign aid recipients in the developing world.

    Likewise, China’s recent “Dual Circulation” economic strategy appears to be aimed at countering a decoupling from China’s trade partners. Further, Beijing has surely observed how easy it was for corporations to withdraw from Moscow. If China is to be exposed to the risk of global sanctions and corporate withdrawal, so too are countries and corporations exposed to dependence on the world’s second-largest economy, and thus the government will likely take efforts to make any sanctions or corporate turn against China as painful a prospect as possible. Either way, policymakers in Washington need to understand that the sanctions being used today against Russia are unlikely be as effective the next time around, as China is not just a different economy, but also will learn from the current conflict and adjust accordingly.

    This is undoubtedly true, and China has a much broader and more modern economic and industrial base with which to wage war. All the more reason for America to bring critical manufacturing and other economic business outsourced to China back home.

    For all these valuable lessons, there is little doubt that China has been watching the ongoing conflict with no small amount of chagrin. Chinese leaders are reportedly surprised and unsettled by the poor military performance of its Russian partners, Ukraine’s resistance, and the level of solidarity from the international community. The image of a much smaller state, against all odds, successfully resisting a larger neighbor surely sits uneasily in the psyches of CCP apparatchiks and PLA officials. It also counters the narrative of overwhelming force and grim inevitability Beijing has sought to instill in the psyches of the Taiwanese people. It is notable that early attempts by Chinese state media to capitalize on the Ukraine invasion in precisely this fashion, illustrating how the United States will surely abandon Taiwan when the chips are down, quietly ceased after the initial days of the war, when it became apparent that the U.S. was not, in fact, abandoning Ukraine. Beyond purely psychological factors, Ukraine also offers a blueprint for successful resistance via asymmetric warfare very similar to Taiwan’s proposed Overall Defense Concept, perhaps giving a jolt to a plan that most analysts agree offers Taiwan its best chance of success against the PLA but has stalled out in the face of bureaucratic resistance.

    While China and the PLA will surely watch Ukraine closely and try to take away the correct lessons, there is one uncomfortable parallel which China may be unable to avoid by the very nature of its authoritarian system. The runup to the Ukraine invasion featured multiple strategic miscalculations by Putin, driven at least in part by him surrounding himself with the yes-men who inevitably cling to authoritarian leaders, eager to please and afraid to speak truth to power. This was obvious in the visibly uncomfortable reaction of Russia’s SVR (foreign intelligence) chief as he was publicly pressured to agree with Putin in the days leading up to the war, as well as in the sackings and arrests of multiple military and intelligence officials after the war turned poorly. Authoritarian leaders have systemic problems in gaining reliable intelligence, oftentimes magnified by their overconfidence in their own singular understanding of a situation. As China continues its slide away from a system of intra-Party consensus toward a one-man cult of personality in which dissenting views are increasingly unwelcome, Xi is bound to encounter the same problem. It is unclear whether Xi will learn this lesson from Putin, or make his own similar miscalculations in the future towards China’s own neighbors.

    Dictatorships (especially communist dictatorships) greatly increase the possibility of a “Thermocline of Truth” building up between bad news and fawning yes-men fearful of making the dictator angry. There’s very little reason to believe that Xi Jinping’s chain of command suffers from the problem any less than Putin’s.

    In war, comforting lies will get your ass kicked.

    Russo-Ukrainian War Update for March 8, 2022

    Tuesday, March 8th, 2022

    At this point, there seems to be no indication that Russian forces are measurably closer to their goal of controlling all of Ukraine.

    Here’s a LiveMap snapshot.

    From a pure strategic viewpoint, those Russian tendrils snaking toward Kiev from the northeast look like a bad idea, since there’s no way to protect their supply lines.

    (Always remember that the map is not the territory, and that both sides are working hard to put out propaganda, though the Russians seem to be manifestly incompetent at it.)

  • Here’s a fascinating thread reportedly leaked from an active Russian FSB (successor to the KGB) analyst about how badly everything is screwed up.

    I assume that’s Ramzan Kadyrov, corrupt head of the Chechen Republic, former resistance fighter against Russia who defected in 1999 and was appointed by Putin in 2007. Bit of a jihadist scumbag to boot, and just a generally nasty piece of work. I assume by “Kadyrov’s squad” they mean the Kadyrovtsy, the militia forces under his direct control.

    Some tweets about who could they even get post-Zelensky to sign a treaty (Medvechuk? Tsaryova? Yanukovich?) snipped.

    I don’t agree with every conclusion (I doubt the war will produce worldwide famine), but it’s still worth reading the whole thread.

  • Cheap Chinese tires blamed for Russian convoy unable to reach Kyiv.”

    Cheap Chinese tires have been blamed for a Russian convoy of armoured vehicles being unable to reach Kyiv.

    Yesterday, the Ministry of Defence issued an update revealing that a convoy of Russian tanks advancing on the capital of Ukraine remained 30km from the centre of the city having made little progress over the previous three days because of “Ukranian resistance, mechanical breakdown and congestion.”

    Karl Muth, an academic based at the University of Chicago and a self-described tire expert, took to Twitter to set out a theory blaming cheap Chinese tires for the slow advance of Russian vehicles.

    “Those aren’t Soviet-era heavy truck radials,” Muth said, commenting on a photo of a Russian army vehicle with ripped tires.

    Instead Muth believes the trucks use “Chinese military tires, and I believe specifically the Yellow Sea YS20.”

    “This is a tire I first encountered in Somalia and Sudan. it’s a bad Chinese copy of the excellent Michelin XZL military tire design,” he continued.

    Former pentagon staff member Trent Telenko also got stuck into the debate and said “poor Russian army truck maintenance practices” has created a risk of equipment failure.

    “When you leave military truck tires in one place for months on end. The side walls get rotted/brittle such that using low tire pressure setting for any appreciable distance will cause the tires to fail catastrophically via rips,” Telenko said.

  • Morgan Stanley analyst says that Russia is heading toward debt default as soon as April 15. Those are dollar-denominated bonds, which means they can’t be paid with devalued rubles.
  • Hundreds Of Thousands Of Global Hackers Are Banding Together To Disrupt Russian Military, Banking And Communication Networks.

    There are reportedly more than 400,000 “volunteer hackers” helping Ukraine fight its cyberwar against Russia.

    Victor Zhora, deputy chief of Ukraine’s information protection service, told Bloomberg last week that Ukraine was putting up a “cyber resistance” against its invasion that would work to try and weaken Russia.

    Zhora said: “Our friends, Ukrainians all over globe, [are] united to defend our country in cyberspace. [Ukraine is working to do] everything possible to protect our land in cyberspace, our networks, and to make the aggressor feel uncomfortable with their actions.”

    He also said that volunteers were helping Ukraine obtain intelligence in order to fight back at Russian military systems.

    They are also trying to get the message out to Russian citizens, who have been Fed a starkly different narrative from their government than the rest of the world has seen play out. Volunteers are working to “address Russian people directly by phone calls, by emails, by messages” and “by putting texts on their services and showing real pictures of war.”

    There aren’t 400,000 real hackers around the world. But 10,000 hackers and 390,000 script kiddies can sill do a lot of damage…

  • What breaks first?

    The Russian invasion of Ukraine will end when one or more of four things breaks:

    • the Russian supply lines;
    • the Ukrainian ability to effectively resist;
    • the Russian economy;
    • the patience of some armed individuals around Putin.

    We’re already seeing a lot of the first and third…

  • Is the Russian air force incapable of complex operations?

    More than a week into the Russian invasion of Ukraine, the Russian Air Force has yet to commence large-scale operations. Inactivity in the first few days could be ascribed to various factors, but the continued absence of major air operations now raises serious capability questions.

    One of the greatest surprises from the initial phase of the Russian invasion of Ukraine has been the inability of the Russian Aerospace Forces (VKS) fighter and fighter-bomber fleets to establish air superiority, or to deploy significant combat power in support of the under-performing Russian ground forces. On the first day of the invasion, an anticipated series of large-scale Russian air operations in the aftermath of initial cruise- and ballistic-missile strikes did not materialise. An initial analysis of the possible reasons for this identified potential Russian difficulties with deconfliction between ground-based surface-to-air missile (SAM) batteries, a lack of precision-guided munitions and limited numbers of pilots with the requisite expertise to conduct precise strikes in support of initial ground operations due to low average VKS flying hours. These factors all remain relevant, but are no longer sufficient in themselves to explain the anaemic VKS activity as the ground invasion continues into its second week. Russian fast jets have conducted only limited sorties in Ukrainian airspace, in singles or pairs, always at low altitudes and mostly at night to minimise losses from Ukrainian man-portable air defence systems (MANPADS) and ground fire.

    Snip.

    While the early VKS failure to establish air superiority could be explained by lack of early warning, coordination capacity and sufficient planning time, the continued pattern of activity suggests a more significant conclusion: that the VKS lacks the institutional capacity to plan, brief and fly complex air operations at scale. There is significant circumstantial evidence to support this, admittedly tentative, explanation.

    First, while the VKS has gained significant combat experience in complex air environments over Syria since 2015, it has only operated aircraft in small formations during those operations. Single aircraft, pairs or occasionally four-ships have been the norm. When different types of aircraft have been seen operating together, they have generally only comprised two pairs at most. Aside from prestige events such as Victory Day parade flypasts, the VKS also conducts the vast majority of its training flights in singles or pairs. This means that its operational commanders have very little practical experience of how to plan, brief and coordinate complex air operations involving tens or hundreds of assets in a high-threat air environment. This is a factor that many Western airpower specialists and practitioners often overlook due to the ubiquity of complex air operations – run through combined air operations centres – to Western military operations over Iraq, the Balkans, Libya, Afghanistan and Syria over the past 20 years.

    Second, most VKS pilots get around 100 hours’ (and in many cases less) flying time per year – around half of that flown by most NATO air forces. They also lack comparable modern simulator facilities to train and practise advanced tactics in complex environments. The live flying hours which Russian fighter pilots do get are also significantly less valuable in preparing pilots for complex air operations than those flown by NATO forces. In Western air forces such as the RAF and US Air Force, pilots are rigorously trained to fly complex sorties in appalling weather, at low level and against live and simulated ground and aerial threats. To pass advanced fast jet training they must be able to reliably do this and still hit targets within five to ten seconds of the planned time-on-target. This is a vital skill for frontline missions to allow multiple elements of a complex strike package to sequence their manoeuvres and attacks safely and effectively, even when under fire and in poor visibility. It also takes a long time to train for and regular live flying and simulator time to stay current at. By contrast, most VKS frontline training sorties involve comparatively sterile environments, and simple tasks such as navigation flights, unguided weapon deliveries at open ranges, and target simulation flying in cooperation with the ground-based air-defence system. Russia lacks access to a training and exercise architecture to rival that available to NATO air forces, which routinely train together at well-instrumented ranges in the Mediterranean, North Sea, Canada and the US. Russia also has no equivalent to the large-scale complex air exercises with realistic threat simulation which NATO members hold annually – the most famous of which is Red Flag. As such, it would be unsurprising if most Russian pilots lack the proficiency to operate effectively as part of large, mixed formations executing complex and dynamic missions under fire.

    Third, if the VKS were capable of conducting complex air operations, it should have been comparatively simple for them to have achieved air superiority over Ukraine. The small number of remaining Ukrainian fighters, conducting heroic air-defence efforts over their own cities, are forced to operate at low altitudes due to long-range Russian SAM systems and consequently have comparatively limited situational awareness and endurance. They ought to be relatively easily to overwhelm for the far more numerous, better armed and more advanced VKS fighters arranged around the Ukrainian borders. Ukrainian mobile medium- and short-range SAM systems such as SA-11 and SA-15 have had successes against Russian helicopters and fast jets. However, large Russian strike aircraft packages flying at medium or high altitude with escorting fighters would be able to rapidly find and strike any Ukrainian SAMs which unmasked their position by firing at them. They would lose aircraft in the process, but would be able to attrit the remaining SAMs and rapidly establish air superiority.

    Russia has every incentive to establish air superiority, and on paper should be more than capable of doing so if it commits to combat operations in large, mixed formations to suppress and hunt down Ukrainian fighters and SAM systems. Instead, the VKS continues to only operate in very small numbers and at low level to minimise the threat from the Ukrainian SAMs. Down low, their situational awareness and combat effectiveness is limited, and they are well within range of the MANPADS such as Igla and Stinger which Ukrainian forces already possess. The numbers of MANPADS are also increasing, as numerous Western countries send supplies to beleaguered Ukrainian forces. To avoid additional losses to MANPADS, sorties continue to be primarily flown at night, which further limits the effectiveness of their mostly unguided air-to-ground weapons.

    (Hat tip: Chuck Moss.)

  • How Russian propaganda has sold some of the Russian people on Project Z. But Russian troops are finding things quite a different story. Warning: Bodies, and at about 18 seconds in one, I think strewn body parts:

  • Report that Russian special forces are furious with Putin.

    “Sources have been telling me, sources that are well connected to the Russian Security Services, that the offensive is not going well, that some special forces, the Russian Spetsnaz, are furious because they have been sent into battle without proper support, and many of them have been killed. They say that the national guard forces and the regular army, the national guard forces include those Chechen units, that two of them are not coordinating on the field. And that the overall battle plan is somewhat disjointed in that it’s partly a plan for war and partly a plan for peacekeeping and so-called de-Nazification of this country. And it has led to a lack of cohesion,” Engel reported.

    “A lot of this goes back to the man who’s behind it all, Vladimir Putin, who I’m told is now increasingly isolated, is just taking advice from his inner circle, that there are only about three people who matter right now,” Engel continued. “And that speech, you mentioned it a short while ago, that Putin gave yesterday — bizarre location, speaking at Aeroflot, to a group of flight attendants. He sounded incredibly angry. He sounded detached. He was talking about how the Ukrainians here are machine-gunning people, that they’re driving around in cars packed with explosives, jihadi-style. And he went very deep and repeatedly on this theme that they’re fighting against the Nazis. It was the angriest I’ve ever seen him.”

    This is from a couple of days ago. Have Spetsnaz pissed off at you doesn’t seem like a good long-term survival strategy for a Russian leader. On the other hand, this report probably deserves some skepticism, since it fits too easily into what we would like to hear about the situation, so some salt is in order. (Hat tip: Director Blue.)

  • “Ukraine says it has RE-TAKEN Chuhuiv city and killed two high-ranking Russian commanders during the battle.” (Hat tip: Instapundit.)
  • After nearly two weeks of criticism, the Biden Administration just announced a ban on Russian oil and gas purchases.
  • “A Complete Summary Of All Russia Sanctions And Developments.” Read on for exciting blow-by-blow summaries of foreign exchange surcharges and debt repayment details…
  • Russia may nationalize foreign-owned factories.
  • Aeroflot stops flying to foreign destinations to keep most of their leased airliners from being repossessed.
  • What rolls down stairs/alone and in pairs/and up-armors your Russian truck? Caveat: They call this improvised armor, but it could also be on-hand materials for traction in muddy areas.
  • “Russia-Ukraine war to cripple semiconductor industry globally.” Ukraine supplies a lot of neon, which is used as a carrier gas in certain wavelength DUV lasers in photolithography. (Details here.)
  • Ukraine President Zelenskyy sounds like he may be ready to negotiate.
  • Can Ukraine Actually Win?

    Monday, March 7th, 2022

    Busy day, so enjoy another Ukraine video. This is a good summary of the fight up until now:

    Some takeaways:

  • We know what Russian plans were, based on captured documents and a pre-written “analysis” of Russia’s glorious victory someone found on file on a web server.
  • They expected to be at the gates of Kiev in three days and have everything conquered in two weeks.
  • Well, we’re almost two weeks in, and they haven’t achieved any of their major objectives. All major cities remain in Ukrainian hands.
  • One reason they didn’t: NATO alerted them to impending Russian action slightly before it began, so many commanders and units were already dispersed from bases.
  • They didn’t have enough trucks to begin with and have already lost 200 more.
  • Also, not only is the Ukrainian mud all but impassable, but their truck tires really suck. (More on this in a day or so.)
  • We need to pay more attention to the south, where Russian troops attacking from Crimea have done better (but still not great).
  • Time is not on Russia’s side, as sanctions are crashing their economy hard.

    Here’s a snapshot of the LiveMap.

    Can they win? Yes. Much stranger things have happened in war. But there’s still no guarantee of victory.

    The Failed Logistics Of The Russian Invasion

    Sunday, March 6th, 2022

    I’ve touched on some of the logistical difficulties Russia has experienced in its Ukrainian invasion. But this video goes into more detail about how Russia built up logistical support for the invasion, the importance of its rail systems, and how it hasn’t been able to keep up post-invasion.

    Some takeaways:

  • Ukrainian forces destroyed all rail links between the two countries.
  • Russian forces are relying on analog, unsecured radio communications rather than scrambled digital channels, and Ukrainian forces are listening in and jamming.
  • Poor logistics also helped Soviet forces lose in Afghanistan.
  • Russia has 30,000 strong military rail organization.
  • “Russia doesn’t have enough trucks.” They can’t operate effectively more than 90 miles from supply dumps.
  • A large percentage of truck transport was dedicated to rocket resupply, not fuel and food.
  • Russia only had 3-5 days of supplies when they invaded. When those ran out, they were screwed.
  • Russia’s military works on a “push” logistic system rather than a “pull” system used by the U.S. military, meaning it’s not very flexible.
  • Russia has the capability to set up the infrastructure for a longer war, but it’s going to take time.
  • Russia’s failure to quickly achieve it’s objectives has seen it resort to more desperate and indiscriminate tactics.
  • And here’s a related Twitter thread that touches on rail network logistic issues.

    Battle For Kiev Begins

    Monday, February 28th, 2022

    I’ve been too busy to post earlier today, and the Texas Primary voting day is TOMORROW, so this may be brief.

    Yesterday’s post noted: “Russia has failed to encircle and isolate Kyiv with the combination of mechanized and airborne attacks as it had clearly planned to do. Russian forces are now engaging in more straightforward mechanized drives into the capital along a narrow front along the west bank of the Dnipro River and toward Kyiv from a broad front to the northeast.”

    That’s what you can see on the Livemap of Kiev here, with that red area being controlled by Russian forces:

    If Ukrainian forces can keep them from entering Kiev proper, that will go a long way toward stopping Putin’s invasion cold.

    That’s a big If.

    Other links on the war:

  • Those sanctions are biting hard:

    The “swift and severe” sanctions of the U.S. and its allies took a while to arrive, not taking effect until 96 hours or so after the first steps of the Russian invasion of Ukraine.

    But to give credit where its due, once those sanctions did kick in, the consequences were indeed intense:

    • At one point, “The ruble plunged to a record low of less than one U.S. penny” — at one point 118 rubles to a dollar, before recovering to 84 rubles to a dollar.
    • The Economist noted, even with the recovery, that it was “one of the largest one-day slumps in the Russian currency’s modern history, similar in scale to the one-day declines recorded during the worst moments of the country’s financial crisis in 1998, when Russia defaulted on its debt. In mid-morning in Moscow, the Russian central bank raised its key interest rate from 9.5 percent to 20 percent in an effort to stem the ruble’s slump, and the country’s finance ministry ordered companies with foreign-currency revenues to convert 80 percent of their income into rubles.”
    • One analyst on CNBC summarized that the Russian currency has “pretty much lost all value outside of the country. . . . To me, it doesn’t really feel like we’re looking at or at least we’re going to see the bottom in the ruble here. I think there still is plenty more room for weakness to come.”
    • The Moscow stock exchange initially delayed its opening this morning, then declared it would be closed for the day.
    • Russians no longer have faith that their banks will remain solvent: “Russians waited in long queues outside ATMs on Sunday, worried that bank cards may cease to function, or that banks would limit cash withdrawals. ‘Since Thursday, everyone has been running from ATM to ATM to get cash. Some are lucky, others not so much,’ St Petersburg resident, Pyotr, who declined to give his last name, said.”
    • CNN reports that, “One early casualty was the European subsidiary of Sberbank, Russia’s biggest lender that has been sanctioned by Western allies. The European Central Bank said Sberbank Europe, including its Austrian and Croatian branches, was failing, or likely to fail, because of ‘significant deposit outflows’ triggered by the Ukraine crisis.”
  • Chuck DeVore on the fight:

    It’s now five days since Russian President Vladimir Putin sent his mostly conscript army into Ukraine to overthrow the government of President Volodymyr Zelenskyy, and it hasn’t gone as planned. In what may signal frustration, Putin has put his nuclear forces on alert in one last desperate move to beat his chest and show the world who’s in charge.

    Time has given some clarity to the operation and allows the drawing of some conclusions.

    I’m a retired Army lieutenant colonel—an intelligence officer. My training, from 1983 to 2007, was a Cold War focus on the old Soviet Union, the predecessor state to the Russian Federation. Never in my time as an intelligence officer was I able to see the worst-case scenario of a large-scale conventional Russian attack in Europe—until now.

    I’ve seen multiple reports of Russian conscripts who didn’t know they were invading Ukraine. They’re confused. They don’t know who to shoot at, as “Ukrainians look the same as us.” The Russian force appears to suffer from: Poor training; poor leadership (bad officers); and a cultural disregard for information-sharing down the chain of command, which prevents lower-ranking soldiers from making informed decisions in the chaos of war.

    The result of all this is a lack of initiative from soldiers when non-commissioned officers and officers are killed or wounded.

    It is important to note that the Russian army hasn’t fought a conventional war against a near-peer enemy since 1945. It’s out of practice, poorly trained, poorly led, and poorly motivated. It does have plenty of heavy armaments—very large thermobaric bombs. It can destroy, but it can’t fight effectively.

    Regarding the “Father of Bombs,” a large thermobaric or “vacuum” bombs capable of destroying a city block, killing 10,000 or more civilians and soldiers. Using one on Kyiv would horrify the world and likely increase calls for war crimes charges on Russian leaders. The Russians have used smaller thermobaric weapons against Ukrainian bunkers.

    This opens another question: How powerful are Russia’s reconstituted zampolit? Putin brought them back in 2018. The zampolit were political officers in the old Red Army, previously called “commissars” until 1942 when the position’s battlefield power was scaled back in response to negative military command implications.

    If a Russian field commander is ordered to use a city-busting thermobaric bomb, will he? Or will he refuse to carry out the order, like German Gen. von Choltitz when Adolf Hitler ordered him to destroy Paris—unless a zampolit is looking over his shoulder with a pistol?

    Logistics is also manifesting itself as a Russian weak spot. Logistics is hard—it’s harder in combat. It requires synchronizing the delivery of fuel, ammo, and food to frontline forces all while the enemy is shooting at your resupply trucks. At four days in, Russian forces are running out of basic supplies. This has a powerfully negative effect on morale.

    Complicating Russian resupply efforts are indications that Ukrainian light forces hunkered down during the initial Russian wave passed by, only to reemerge when the lightly armored supply columns entered Ukraine. Also of note is the increasingly effective Ukrainian use of Turkish-designed BayraktarTB2 drones. These low-cost, slow, non-stealthy drones have scored dozens of kills on Russian columns. Ukraine has about 60 of them.

    As Ukrainian resistance stiffens and tens of thousands of Ukrainian citizens rush to defend their nation, other nations in the region have been emboldened. Germany is sending 1,000 antitank missiles and 500 Stinger antiaircraft missiles. The Czech Republic and the Netherlands are sending small arms and ammunition.

  • Long thread on how Putin has reversed reforms in the Russian military. Tidbit: Russia’s military commander is Tuvan:

    He also says Russia is only using one echelon of troops:

    Is this true? Maybe. It would explain the logistics problems with out-of-gas convoys. But it might not be true of the main thrust toward Kiev.

    Food for thought.

  • Bank runs everywhere in Russia.
  • Hacker group Anonymous joins the fight against Putin:

  • Even Switzerland is abandoning its vaunted neutrality to impose the same sanctions as the EU on Russian people and entities.
  • Rambo fighting for Ukraine:

  • I cranked this out in haste and have a lot more links to go. Maybe tomorrow…