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Intro: Captured equipment has been a feature of human conflict going back to the point where one human stole another human's bashing rock.
But normally there are limits on how much it can be used. Supplying, repairing, or training on captured hardware is usually a difficult thing - unless the enemy is using basically the same kit you are.
The Russian invasion of Ukraine involves a contest between two sides using compatible (largely) Soviet or Post-Soviet kit, coupled with a Russian force that seems predisposed towards abandoning equipment to the enemy.
The result is that Ukraine (supplied by its farmers in some cases) has made extensive use of captured kit (as have the Russian aligned proxies). This video looks at some of the data behind that captured kit, discusses some of the challenges involved in recovery and repair (thanks to a guest contribution by everyone's favourite US Officer, Nicholas Moran) and the strategic significance of all this stuff that's been recovered and reused.
Enjoy - and join me next week for a look at Russia's mobilisation announcement...
Caveats: Many caveats are gone over in the video but the regular ones around fog of war and data uncertainty apply. Specifically, I want to point out that while I have a good body of evidence on the 93rd Mechanised and their use of captured equipment, such things a liable to change as equipment is knocked out or rotated and I obviously can't go down and check myself.
Timestamps: 00:00:00 — Opening Words 00:02:51 — What We're Covering 00:04:08 — Sponsor: GROUND NEWS 00:05:42 — Kyiv Thrust 00:06:59 — Abandoned On Withdrawal 00:08:30 — Kharkiv Reprise 00:10:06 — Putting It In Numbers 00:11:08 — Understanding "Captures", & Challenges With Sources 00:14:54 — Categorisation 00:17:01 — BDAR With An Expert 00:19:00 — BDAR With An Expert: Self Recovery 00:20:57 — BDAR With An Expert: Like-Vehicle Recovery 00:24:06 — BDAR With An Expert: Dedicated Recovery 00:30:42 — BDAR With An Expert: How Russia Categorises Its Repairs 00:34:16 — BDAR With An Expert: Replacement Components 00:38:54 — Like-vehicle Recovery & Self Recovery 00:40:13 — Tractor Brigade 00:42:43 — Specialised Recovery Assets 00:44:18 — Informal Procedures 00:46:52 — Frontline & Informal Repair 00:48:02 — Rear Area Capital Repair - A Significant Challenge 00:49:50 — Primary Contributors 00:50:44 — Calling Out Bulgaria 00:53:10 — Quantities & Significance 00:55:06 — Captured, Abandoned, & Foreign Supplied Equipment (ORYX) 00:56:32 — Evidence Of Deployment 00:59:04 — Ammunition & Smaller Items 01:00:40 — Let's Talk AA 01:02:26 — The Sensitive & Secret 01:04:40 — You All Wanted To Hear About It 01:06:40 — Conclusions 01:08:08 — Channel Update
Intro: Captured equipment has been a feature of human conflict going back to the point where one human stole another human's bashing rock.
But normally there are limits on how much it can be used. Supplying, repairing, or training on captured hardware is usually a difficult thing - unless the enemy is using basically the same kit you are.
The Russian invasion of Ukraine involves a contest between two sides using compatible (largely) Soviet or Post-Soviet kit, coupled with a Russian force that seems predisposed towards abandoning equipment to the enemy.
The result is that Ukraine (supplied by its farmers in some cases) has made extensive use of captured kit (as have the Russian aligned proxies). This video looks at some of the data behind that captured kit, discusses some of the challenges involved in recovery and repair (thanks to a guest contribution by everyone's favourite US Officer, Nicholas Moran) and the strategic significance of all this stuff that's been recovered and reused.
Enjoy - and join me next week for a look at Russia's mobilisation announcement...
Caveats: Many caveats are gone over in the video but the regular ones around fog of war and data uncertainty apply. Specifically, I want to point out that while I have a good body of evidence on the 93rd Mechanised and their use of captured equipment, such things a liable to change as equipment is knocked out or rotated and I obviously can't go down and check myself.
Timestamps: 00:00:00 — Opening Words 00:02:51 — What We're Covering 00:04:08 — Sponsor: GROUND NEWS 00:05:42 — Kyiv Thrust 00:06:59 — Abandoned On Withdrawal 00:08:30 — Kharkiv Reprise 00:10:06 — Putting It In Numbers 00:11:08 — Understanding "Captures", & Challenges With Sources 00:14:54 — Categorisation 00:17:01 — BDAR With An Expert 00:19:00 — BDAR With An Expert: Self Recovery 00:20:57 — BDAR With An Expert: Like-Vehicle Recovery 00:24:06 — BDAR With An Expert: Dedicated Recovery 00:30:42 — BDAR With An Expert: How Russia Categorises Its Repairs 00:34:16 — BDAR With An Expert: Replacement Components 00:38:54 — Like-vehicle Recovery & Self Recovery 00:40:13 — Tractor Brigade 00:42:43 — Specialised Recovery Assets 00:44:18 — Informal Procedures 00:46:52 — Frontline & Informal Repair 00:48:02 — Rear Area Capital Repair - A Significant Challenge 00:49:50 — Primary Contributors 00:50:44 — Calling Out Bulgaria 00:53:10 — Quantities & Significance 00:55:06 — Captured, Abandoned, & Foreign Supplied Equipment (ORYX) 00:56:32 — Evidence Of Deployment 00:59:04 — Ammunition & Smaller Items 01:00:40 — Let's Talk AA 01:02:26 — The Sensitive & Secret 01:04:40 — You All Wanted To Hear About It 01:06:40 — Conclusions 01:08:08 — Channel Update
Fantastic OSINT complication of interesting vehicle captures/sightings twitter.com/UAWeapons
Thank you to those sources who contributed to the preparation of this video.Attrition, Casualties & the Winter War in Ukraine - losses, force quality and force generationPerun2023-03-27 | Territory may be the most commonly used barometer for assessing the success or failure of the winter campaign, but just as important is the impact of the fighting on the forces.
Attrition is intrinsically linked to war, as men and equipment are ground down by the effort and by enemy action. In this episode we look at loss estimates, discuss the challenges of attrition, and update on the efforts of both sides to make up losses and generate new offensive potential.
Caveats/Corrections: At one point I make a reference to 'combat deaths' when i mean military deaths (hard to have non-combat-combat casualties) I also refer to pilots flying hundreds of hours per year, I meant per month in that example.
I also incorrectly conflate Desert Storm and Shield - There are a number of other small errors of that type
Rebuttal of statements/estimates advanced by others are general in nature and should be taken as merely my personal opinion on the matter
I would also take my usual warning about data quality and limitations and multiply it as far as it will go on this one - attrition is hard to externally assess and, as noted, the data is tightly controlled and highly politically charged
Sources/Reading:
Credits to Oryx and Wartranslated as always
Indian Standing Committee on Defence - March 2023 https://loksabhadocs.nic.in/lsscommittee/Defence/17_Defence_36.pdf
Timestamps: 00:00:00 -- Attrition & the winter war in Ukraine 00:01:05 -- WHAT AM I TALKING ABOUT? 00:02:09 -- CASUALTIES & ATTRITION 00:04:22 -- the real drivers of losses 00:06:59 -- historical deviation or return to mean? 00:08:10 -- ESTIMATING CASUALTIES 00:11:40 -- mixed methods 00:15:01 -- illustrating the point: Russian estimates 00:19:54 -- THE COST OF THE WINTER FIGHTING 00:23:17 -- UKRAINIAN ACTIONS & RESPONSES 00:27:23 -- RUSSIAN ACTIONS & RESPONSE 00:33:13 -- OBSERVATIONS & ENDURANCE 00:37:57 -- EQUIPMENT LOSSES 00:38:05 -- combat loss claims 00:42:14 -- visually confirmed loss data 00:43:34 -- what it shows? 00:45:29 -- DEPRECIATION & CONSUMPTION 00:45:39 -- attrition is more than just combat losses 00:48:50 -- scale drives consumption 00:54:04 -- the capacity & readiness problem 00:57:33 -- Indian evidence? 00:58:40 -- DEALING WITH THE EQUIPMENT CHALLENGE 00:58:47 -- the Russian approach & the T-54 thing 01:03:19 -- Ukraine's foreign lifelines and trophy systems 01:07:47 -- estimating endurance 01:08:39 -- CONCLUSIONS 01:09:58 -- CHANNEL UPDATERussias Winter Offensive in Ukraine - From Bakhmut to Vuhledar, outcomes, lessons, and costsPerun2023-03-19 | Sponsored by Ground News: Compare news coverage. Spot media bias. Avoid algorithms. Try Ground News today and get 30% off your subscription by visiting https://ground.news/perun
The Russian invasion of 2022 began with a multi-pronged winter invasion of Ukrainian territory. After a series of reverses in late 2022, the Russian effort to reclaim the initiative in Ukraine seems to have begun...with another multi-pronged winter offensive.
In this episode, I look at the way that offensive has played out, what observations and lessons might come out of the last three months, and what that may mean for the war to come.
Also we're going to talk about the shovels story, because we have to do better than that.
Caveats & Corrections: As a video covering military matters - be aware that the fog of war is much thicker on this issue that it is with things like economics and finance.
As such - I'd advise attaching a responsible level of certainty to any of the ideas put forward here. For example, the use of artillery deployed mines at Vuhledar is widely reported - but has not been confirmed by any on-the-ground figures.
I also want to point out that when I talk about the Ukrainian military being opened to lessons learned - that's a relative statement (with the point of comparison being Russia). It's also true that all militaries need to put in place systems of discipline and due process, so it's important to take published commentary, complaints and theorising into context - understand that it's not all that's being said, it's just the sample that makes it into the public sphere.
00:00:00 — INTRO 00:00:57 — WHAT AM I TALKING ABOUT 00:01:59 — SPONSOR: GROUND NEWS 00:03:02 — BEFORE THE WINTER 00:04:12 — The Surovikin Strategy? 00:05:52 — Pressure Applied & Received 00:07:28 — The New(old) Boss 00:08:20 — Ukraine Secedes The Initiative 00:08:55 — WINTER OFFENSIVE 00:11:08 — OVERVIEW OF THE OFFENSIVE 00:12:39 — A Sense Of Perspective 00:15:36 — WINTER BATTLEFIELDS 00:16:02 — Kherson 00:17:25 — Luhansk 00:18:12 — Svatove-Kreminna 00:19:21 — Kupyansk 00:19:43 — Donetsk 00:20:54 — Avdiivka 00:22:56 — Marinka 00:25:00 — Bakhmut 00:31:06 — Vuhledar 00:37:05 — Culture Can Kill 00:38:36 — OBSERVATIONS 00:39:52 — Shovels And Sticks 00:44:49 — Attacking Fortified Positions Is Difficult 00:46:12 — Entrenchments & Defensive Tactics 00:47:17 — Certain Systems Have Been Noteworthy 00:49:06 — Changing Force Quality 00:50:53 — EVOLVING TACTICS & FORCES 00:53:45 — Ukraine's Lessons 00:57:15 — EVALUATION & WHAT NEXT 00:59:24 — The Russian Costs And Gains 01:02:35 — Implications For Ukraine 01:05:37 — Was There An Alternative? 01:06:38 — Losses & Force (re)generation 01:07:21 — CONCLUSIONS 01:08:44 — CHANNEL UPDATEThe Economic War in Ukraine a Year On - The energy war, politics & productionPerun2023-03-12 | Over the last year, the Ukraine war has played out both on the battlefields of Ukraine, and on global markets where energy warfare, sanctions, and industrial mobilisation efforts went head to head. Russia wanted to freeze Europe, while the Western allies sought to strangle the Russian economy with sanctions.
A year on - I want to look at how successful these competing economic campaigns have been. Setting the stage to look at battlefield developments, attrition, and force regeneration in the near future.
Caveats/Corrections: As always - unless very explicitly otherwise stated everything said should be considered to have a 'reportedly' or 'seemingly' tag attached.
I also note that my comments on survey, financial, and other data are intended to be illustrative, not exhaustive.
Borisov on labour shortages: https://vpk.name/news/613140_borisov_deficit_kadrov_na_predpriyatiyah_opk_v_rf_budet_sostavlyat_okolo_400_tys_chelovek.html
Timestamps: 00:00:00 — Opening Words 00:02:18 — WHAT AM I TALKING ABOUT? 00:02:49 — FREEZING EUROPE 00:03:48 — The Euro Response 00:05:59 — Climate & Culmination 00:07:20 — Cost To The Eurozone 00:09:46 — EU: Are Citizens’ Lives Heading The Right Direction? (graph) 00:11:21 — The External Costs 00:13:17 — Evaluation 00:14:02 — Side Note On Nord Stream Claims 00:17:45 — BREAKING UP UA's SUPPORT 00:20:37 — Support levels 00:21:43 — US Public Opinion 00:24:10 — More Global Opinion? 00:27:23 — Evaluation 00:27:51 — THE ECONOMIC WAR (ON RUSSIA) 00:29:02 — Energy Markets & Exports 00:34:10 — Follow On Sanctions And Induced Competition 00:35:43 — The Dispute Over Stats 00:37:23 — The Picture From Russia 00:39:01 — The Russian Budget 00:43:26 — Evaluation 00:44:26 — THE STRATEGIC BOMBING CAMPAIGN 00:46:57 — Economic Impacts 00:48:46 — The GBAD Problem 00:50:57 — THE PRODUCTION RACE - UKRAINE 00:53:25 — Strategic Imperative 00:56:28 — THRE PRODUCTION RACE - THE WEST 01:03:23 — THE PRODUCTION RACE - RUSSIA 01:06:25 — Defence Spending Is Surprisingly Low 01:08:17 — The Impact Of Sanctions & Inflation 01:14:52 — CONCLUSIONS 01:15:43 — CHANNEL UPDATEWagner Group, Russian PMCs & Ukraine - History, motives & privatised warfarePerun2023-03-05 | For centuries, leaders often depended on bands of mercenary warriors to make up their military strength in times of war, but as national militaries evolved, these formations shank from prominence, with modern PMCs generally being focused on support roles like base or VIP security or logistics (even if their contracts grew massively post 2001).
Wagner doesn't follow that example. A force tens of thousands strong, Wagner has helped spearhead the Russian offensives around Bakhmut, and taken on international prominence.
In this episode, I look at the evolution of PMCs, Russia's modern employment of them, and the implications of Wagner's role in Ukraine and its public spats with the Russian MoD.
Caveats and comments: The usual caveats here apply, but with an extra layer of severity - Russian PMCs do not keep good, reliable public records of their activity.
All information presented should generally be considered qualified even where an appropriate words (e.g. 'reportedly') are not included.
Sources & Reading: As a policy I do not directly link to Russian Government or Wagner materials, but this episode utilises material from telegram channels owned by or linked to both
Timestamps: 00:00:00 — Opening 00:03:21 — WHAT AM I TALKING ABOUT 00:04:34 — MERCENARIES, PMC & VOLUNTEERS 00:06:58 — HISTORY 00:12:42 — European Golden Age: Condottieri 00:16:25 — DECLINE OF THE MERCS 00:22:35 — EVOLUTION OF RUSSIAN PMCs 00:26:04 — State Sponsorship 00:28:22 — Roles & Duties 00:36:17 — GLOBAL DEPLOYMENTS PRE-2022 00:36:34 — Syria 2015+ 00:41:01 — Libya 2015+ 00:42:45 — Central African Republic 00:45:04 — A Global Footprint 00:46:11 — WAGNER IN UKRAINE 00:51:25 — Understanding The Why 00:53:04 — WAGNER VS THE MINISTRY 00:53:40 — The Politics Of Wagner Success 00:58:24 — Ammunition & Recruitment 01:02:56 — Wagner Humbled? 01:04:28 — TO EVERY LORD, AN ARMY 01:04:36 — The Proliferation Of Russian PMCs 01:05:25 — Patriot & Vuhledar 01:06:16 — WHY DOES THIS MATTER? 01:08:19 — War, Motives, Stability 01:10:02 — CONCLUSIONS 01:10:52 — CHANNEL UPDATEDefence strategy for small nations - force design, friends, and deterrence on a budgetPerun2023-02-26 | Much of the the defence content online focuses on what might be called major power competition and the cutting edge platforms that go with it. We often focus on the race by major military powers to field the latest and greatest expensive jets, ships, or submarines in quantity - and it's often those systems that capture the imagination
But all those things have something in common - they cost immense amounts of money, and for most nations, keeping up with the USAF or the shipbuilding efforts of the PRC just isn't on the cards.
So following a vote by my patrons I decided to look at the question of how smaller (both in terms of population and/or economic power) nations can try to defend themselves in a world dominated by larger powers.
It's a bit of a light-hearted return to some defence 101 concepts, and I hope you enjoy.
We'll be back next week with a deeper look at Wagner, Blackwater, and the historical and modern role of PMCs.
Caveats & Comments: This video is intended as a bit of a walk back into the world of defence concepts 101, as a result, it may be a bit on the basic side for those in the industry. I also fully admit to blurring the lines of the stages between the development of a strategic concept and fielding and sustainment for the sake of brevity and simplicity.
I have also deliberately over-simplified the concepts and force designs in each of the examples for illustrative purposes.
Also - several typos made it into the slides, apologies
Timestamps: 00:00:00 — Opening Words 00:01:52 — WHAT AM I TALKING ABOUT 00:02:44 — DEFENCE 101 00:02:55 — Military Spending Should Serve A Purpose 00:03:49 — Defining A Defensive Concept Or Strategy 00:05:18 — Force Design 00:06:38 — Procurement & Industry Strategy Follow 00:07:43 — A Few Themes Of Small Nation Defence 00:08:41 — MEET KIWILAND 00:09:29 — Starting From Scratch 00:10:03 — Understanding The Enemy 00:11:00 — MACRO STRATEGY TOTAL DEFENCE 00:11:53 — The Threat 00:12:44 — The Concept 00:14:22 — Designing A Force 00:18:00 — Specialised Equipment 00:20:14 — Preparing Society 00:21:59 — Fortress Kiwiland 00:26:17 — MACRO STRATEGY DOMAIN DOMINANCE 00:26:30 — Kiwiland At Sea 00:26:44 — The Threat & Concept 00:27:50 — Making The Ocean Dangerous 00:30:37 — Kiwiland Rules The Waves 00:33:30 — (Sea) Fortress Kiwiland 00:35:24 — MACROSTRATEGY WMD DETERRENCE 00:35:46 — When War Changed 00:37:33 — Cost & Consequences 00:39:57 — Threatening Armageddon 00:41:23 — The North Korean Nuclear Program 00:43:19 — Kiwiland Goes Nuclear? 00:48:14 — MACROSTRATEGY ALLIED INTEGRATION 00:48:35 — You Do Not Exist In A Vacuum 00:50:05 — Being A Better Ally 00:51:03 — Becoming Part Of An Alliance Architecture 00:53:28 — Designing A Force 00:54:08 — Greater Than The Sum Of Parts 00:54:55 — Kiwiland Partners Up 00:56:09 — DEFENCE INDUSTRIAL SPECIALISATION 00:56:33 — Self-reliance And Strategic Autonomy 00:58:13 — Kiwi-industrial Policy 00:58:50 — HARD & SOFT POWER 00:59:05 — Defence Without Deterrence 01:00:26 — Would You Invade This Guy’s Home? 01:01:35 — CONCLUSIONS 01:02:16 — CHANNEL UPDATERussias Grand Strategy and Ukraine - Is Putins war already a strategic failure?Perun2023-02-19 | After a year of hard fighting there are a rush of observers trying to make sense of the current balance of power in Ukraine. The focus in often on (often small) movements in the frontlines, casualties, or the performance of particular platforms and systems.
Those things matter, but wars are not generally fought to take individual trenches or solely to inflict casualties. They are fought for strategic objectives.
In this episode I dig into Russia's history of Empire, its modern strategic objectives, and try to assess whether or not the war in Ukraine represents a success or failure by Russia's own chosen metrics (as far as they can be determined). My suggestion is that in repeating a number of the mistakes previously made by leaders of the Russian Empire and Soviet Union, it can be argued that Putin has already condemned the Russian federation to a strategic reverse.
What remains to be seen, is whether Ukraine can win a victory from Russia's defeat, or if it will be left to lose as well.
Corrections/Caveats: This content represents an attempt to divine Russian Strategic intent in Ukraine on the basis of public statements, official media and published Western research - but it is impossible to definitively prove what Putin's goals were in invading Ukraine. Many of the presented opinions have a relatively low confidence level.
At one point I refer to this invasion as an event which has done more to galvanize Ukrainian nationalism than any of the past 100 years - that was unjustified hyperbole - the statement should instead be "of the post Soviet era" or words to that effect for reasons that I hope are obvious.
Sources & Reading:
Russian State Media highlighting the role of the Primakov Doctrine: tass.com/russia/756973
William C. Wohlforth - The Perception of Power: Russia in the Pre-1914 Balance jstor.org/stable/2010224
UN Statistics on Donbas civilian casualties: https://reliefweb.int/report/ukraine/conflict-related-civilian-casualties-ukraine-december-2021-enruuk
DNR figures on losses as a result of military activity (civilian and military) https://eng.ombudsman-dnr.ru/the-overview-of-the-current-social-and-humanitarian-situation-in-the-territory-of-the-donetsk-peoples-republic-as-a-result-of-hostilities-in-the-period-17-and-23-december-2022/?__cf_chl_tk=D.CE95NCUbzAikL1zEk8.Mj8MKlv3wsbLFN1_N3Eux8-1676799261-0-gaNycGzNC_s
References to visually confirmed losses are references to Oryx Data
Timestamps: 00:00:00 — Russian Grand Strategy 00:01:56 — WHAT AM I TALKING ABOUT 00:03:03 — A NATURAL SUPERPOWER 00:04:04 — A Strong Hand 00:06:10 — The Same Old Errors 00:06:46 — LOSING THE EMPIRE 00:07:26 — A Power On The Rise 00:10:41 — BROKEN SICKLE 00:11:48 — History Rhymes 00:13:57 — What Held It Together? 00:15:09 — THE LOST 90s 00:15:16 — Russia's Potential 00:15:50 — Oligarchisation & Decay 00:17:04 — RUSSIAN GRAND STRAT & EURASIANISM 00:18:16 — From Dugin To Primakov 00:20:39 — The Primakov Doctrine 00:25:41 — THE ROAD TO CRIMEA 00:26:18 — It Was A Different Time 00:28:33 — The Cost Of Crimea 00:29:56 — THE LAST CHANCE 00:30:08 — The State Of Play 2022 00:32:10 — Throwing The Dice 00:32:29 — UKRAINE & STRATEGIC DISASTER 00:36:25 — Defining The Goals 00:37:36 — RUSSIAN VICTORY AS DEFEAT 00:39:05 — Halting NATO Expansion & Weakening The Alliance 00:41:04 — A Statement Of Intent 00:45:11 — How's That Influence In The Post Soviet Space 00:45:50 — "protecting The Donbas" 00:48:21 — Demilitarising Ukraine & Repressing "nationalism" 00:50:49 — A "neutral" Ukraine? 00:51:53 — Value Of The Annexed Regions 00:53:11 — Russia's Economic Future 00:54:50 — Russia's Military Potential 00:58:02 — THE RISK OF CATASTROPHE 00:58:25 — All Of That Assumed Russia Won 01:00:06 — Destabilisation & Exhaustion 01:00:29 — Russia Diminished 01:01:11 — THE FINAL ROLL OF THE DICE? 01:01:16 — Russia Has Always Bounced Back? 01:03:30 — THE WAR CONTINUES? 01:04:39 — Russia Losing Does Not Mean Ukraine Has Won 01:06:02 — The Fight For The Future Isn't Settled 01:06:52 — CONCLUSIONS 01:07:59 — CHANNEL UPDATESmall Drones & Loitering Munitions in Ukraine - The terrifying rise of cheap precisionPerun2023-02-12 | Sponsored by Blinkist: Get 25% off Blinkist premium and enjoy 2 memberships for the price of 1! Start your 7-day free trial by clicking here: blinkist.com/perun
Description: While the news often focuses on the role of large, expensive systems in the Ukraine war (think of the attention given to tanks, aircraft, or MLRS and SAM systems in recent weeks and months) some of the most omnipresent and disruptive systems have actually been terrifyingly cheap and accessible.
Off-the-shelf commercial drones converted for military use have been deployed by the truckload, while some of Russia's more successful weapons have been comparatively cheap loitering munitions and kamikaze drones like the Iranian Shahed and Russian Lancet. Videos of equipment destroyed by drones that might cost a thousandth of the price have become image of the war across social media.
In this video, I examine the use of these (often civilian) systems in the war in Ukraine, look at international developments, and ask what lessons we can take from the terrifying rise of cheap sensor and cheaper precision on the battlefield.
Caveats and corrections: I mispronounce "Shahed" on several occasions
I refer to the Mavic 2 and 3 together - they are not comparable, with the 3 being far more common as a drone supplied to lower level units in Ukraine
I call the Norwegian Black Hornet Drone Danish (big oof)
I refer to to the saturation of drones across the front - I should clarify that the reporting on that point is anecdotal and may only relate to specific sections of the front where drone activity is that its most dense.
I also wish to be clear that I do not at all endorse the modification or use of drones for purposes other than those legally allowable in your jurisdiction.
My thanks to those in Ukraine and elsewhere who consulted in relation to this episode.
Timestamps: 00:00:00 — OPENING WORDS 00:01:23 — WHAT AM I TALKING ABOUT 00:04:09 — MEET THE UAS 00:04:17 — Classifying Drones 00:07:59 — Another Take On The Divide 00:08:32 — SYRIA AND THE DONBAS 00:09:53 — The War In The Donbas 00:11:54 — WEAPONS OF THE UKRAINE WAR 00:12:15 — "Mavics" 00:13:47 — Thermal & Heavier Drones 00:15:25 — Loitering Munitions 00:16:23 — "FPVs" 00:18:03 — CAUTION AND CAVEATS 00:18:13 — A Very Public Side Of War? 00:19:03 — Publication Biases 00:20:06 — Security & Secrecy 00:21:13 — A Personal Warning 00:22:13 — DRONE USAGE 00:22:18 — Employment At All Levels 00:23:17 — Reconnaissance 00:24:55 — Artillery Correction 00:27:30 — Coordination 00:28:41 — Strike Role 00:34:18 — Whet It Goes Wrong - RU & UA Drops 00:36:11 — Fear & Isolation 00:38:07 — THE RUSSIAN EXPERIENCE 00:40:33 — LOITERING MUNITIONS 00:40:43 — The Lancet Threat 00:41:35 — The Shahed Campaign 00:42:22 — Ukrainian Loitering Munitions 00:43:09 — LOGISTICS & SUPPLY 00:43:18 — The Role Of Volunteers 00:44:35 — Artisanal Work At Industrial Scale 00:46:15 — COUNTERS & EFFECTIVENESS 00:47:23 — Electronic Warfare 00:48:51 — New Problems, Old Solutions 00:49:54 — The Very Old (and Odd) 00:51:34 — Counter-operator Operations 00:52:39 — GLOBAL DEVELOPMENTS 00:52:55 — Tactical Tools 00:53:54 — Swarm Technology 00:55:27 — Deployability 00:56:02 — Networking And Going Solo 00:57:15 — A THREAT PROFILED 00:57:22 — Extreme Accessibility 00:58:18 — The Shot Exchange Problem 00:59:16 — Nowhere To Hide 01:00:07 — LESSONS & NEXT STEPS 01:00:17 — The Battle For Awareness & Precision 01:01:24 — Availability & Attritability 01:03:25 — The Drones Will Get Better 01:04:12 — Need For Efficient Countermeasures 01:05:08 — Training & Doctrine 01:06:19 — Evolving Threats 01:06:57 — CONCLUSIONS 01:07:41 — CHANNEL UPDATEResupplying Ukraine: Arms, Aid & Escalation - What, Who, & What might be next?Perun2023-02-05 | Last week I talked about the enduring strengths of the Russian armed forces and their ability to launch offensives and apply pressure in Ukraine. Faced with that pressure, Ukraine's ability to carry on the fight will be driven not just by its own determination, but by the flow of weapons and assistance from its allies abroad.
Aid to Ukraine has evolved dramatically since February 2022, and there are few topics that have attracted more constant press coverage away from the battlefield itself. So today I try and set out how aid has evolved, who the major contributors are, and the impact aid has had - and may have in 2023.
Caveats & Corrections: In this episode I refer to the White House announcing periodic age packages for Ukraine - I meant to refer to the DoD
I also refer to percentages of Russian artillery in storage being towed/122mm - this is a reference to 'reserve' Russian artillery systems per MB2021 as stated on the slide.
I also wish to emphasise again that I deliberately included extreme examples of Western escalation options to illustrate a point, not as advocacy.
Sources & Further Reading:
German military support for Ukraine https://www.bundesregierung.de/breg-en/news/military-support-ukraine-2054992
M113s to Iraq https://www.army.mil/article/106646/excess_armored_personnel_carriers_benefit_u_s_foreign_partners
Paper system counts for elements like Russian and US reserve artillery are per Military Balance 2021
Timestamps: 00:00:00 — Opening Words 00:01:43 — What Am I Talking About? 00:03:21 — From Korea to Afghanistan 00:04:47 — AID PRE-2022 00:05:00 — The Ukrainian Military of 2014 00:08:27 — Made in Ukraine (with some help) 00:09:41 — THE AID ESCALATION 00:10:05 — Phase 1: Stop the Tanks 00:11:08 — Phase 2: Light & Heavy 00:12:10 — Phase 3: Keeping the Lights On 00:12:45 — Phase 4: Enabling Manoeuvre 00:14:31 — Phase 5: Reach 00:15:18 — HOW MUCH AID HAS GONE? 00:20:25 — What is a Thing Worth? 00:21:54 — Personal View - Focus on Type & Qty. 00:22:55 — NATIONAL AID PROGRAMS 00:23:07 — The VANGUARDS 00:23:12 — Leading the Charge 00:23:35 — Leading on Heavy Weapons 00:25:02 — Accepting Risk 00:26:42 — Pushing the Boundaries 00:27:58 — THE CAUTIOUS GIANT: US AID 00:32:11 — The Source of Deterrence 00:33:13 — LET'S TALK ABOUT GERMANY 00:36:04 — German Military Aid 00:37:08 — Messaging & Authorisation 00:39:58 — IMPACT & SCALE 00:40:06 — Finances 00:41:06 — Humanitarian & Refugee Costs 00:42:02 — Military Aid by the Numbers 00:46:36 — OTHER AID TYPES 00:50:40 — CAN IT BE ENOUGH? 00:57:07 — The Numbers are the Numbers 01:00:28 — The Trend So Far 01:01:29 — WHAT IS NEEDED? 01:01:44 — The Ukrainian Requests 01:02:49 — Solution 1: New maneuver 01:04:18 — Solution 2: Fight Like Ukrainians 01:08:35 — THE WEST IN THE DRIVER'S SEAT 01:10:25 — CONCLUSIONS 01:11:40 — CHANNEL UPDATERussian Strengths & Capabilities in Ukraine - Why Russia is still a threat in 2023Perun2023-01-29 | Russia's 2022 invasion of Ukraine revealed significant issues with Russian planning, force structure and military culture. On this channel I've spent the better part of a year exploring some of those issues and helping to explain why, as suggested back in March 2022, this was (and is) a much closer war many analysts expected.
But it is equally important not to underestimate Russian strengths and capabilities. From information warfare to ammunition production and mobilisation potential, Russia has a suite of resources and capabilities that it can leverage.
Following a popular vote, in this episode I look at Russian military performance and capabilities in Ukraine, and why I believe it remains a major threat for Ukraine in 2023.
As you might expect, there won't be quite as many punchlines in this one.
Caveats: Many, many, many caveats - some of which I capture in this video.
My big ask is that this presentation not be taken out of context. A sober assessment of Russian capabilities is not the same as an assessment that Russia is likely win. Instead it represents a set of challenges that Ukraine will have to overcome - something I will look at further next week.
FMSO - The Russian way of War https://www.armyupress.army.mil/portals/7/hot%20spots/documents/russia/2017-07-the-russian-way-of-war-grau-bartles.pdf
Paper figures for RU military equipment are per MB2021 as always for consistency (though the omission of T-62 from paper reserve list is yet another point that causes me to raise a questionmark with that source)
Variety of public statements and interviews given by officers and troops involved in the fighting in Ukraine. Examples include: Interview with Ukrainian artillery officer at Bakhmut youtube.com/watch?v=-5hmhU5LvC8
I would also like to extend a personal thanks to those who consulted directly on the preparation of this presentation, including those Ukrainians who agreed to provide input on the challenges they still face.
I hope to receive permission to credit at least some of these in the future.
Credit to social media and OSINT based sources as normal, in particular Julia Davis of Russia Media Monitor for her work monitoring and translating Russian media, and, of course, loss aggregators and geolocators.
Timestamps 00:00:00 — Opening Words 00:01:57 — What Am I Talking About? 00:02:47 — A Note on Sources 00:03:39 — RUSSIAN INFORMATION WARFARE 00:03:53 — Contradictions 00:06:52 — What Does This Achieve? 00:08:58 — Leveraging Legacy? 00:10:14 — BELARUS 00:11:23 — COMBAT PERFORMANCE 00:11:53 — The Poor Mobik Trope 00:13:53 — Russia's Hard Edge 00:18:26 — Let's Not Get Ahead of Ourselves 00:19:29 — FIRE SUPERIORITY 00:19:44 — Russian Artillery Retains the Advantage 00:26:24 — STRATEGIC LOGISTICS 00:26:35 — Wait What? Russia & Logistics? 00:27:27 — Logistics at the Strategic Level 00:34:23 — Adaptation 00:35:35 — Enabling Strategic Manoeuvre & Sustainment 00:36:40 — TECHNOLOGICAL EDGE 00:36:48 — The Product of Modernisation 00:38:10 — Ukraine Is Not All Bling 00:39:02 — THE EDGE IN THE AIR 00:39:24 — An Asymmetric Fight 00:42:08 — BVR 00:43:57 — A Realised Advantage 00:45:01 — NAVAL EDGE 00:45:09 — The Black Sea Situation 00:46:09 — A Strategic Handicap 00:46:45 — AN ASYMMETRY OF REACH 00:46:50 — Russia's Long Reach 00:48:22 — From Lancet to Iskander 00:50:10 — A One-Way Tax 00:50:56 — RUSSIA CAN LEARN 00:51:12 — Evidence of Adaptation 00:53:29 — ENDURANCE 00:53:40 — Regeneration & Reconstitution 00:53:58 — Casualty Tolerance 00:55:43 — The Manpower Pool 00:57:21 — Equipment Reserves 01:00:53 — Industrial Mobilisation 01:01:58 — Adaptation 01:02:53 — Regression and Output 01:04:50 — CONCLUSIONS: The Threats to Ukraine 01:05:55 — CONCLUSIONS: Russia is Not a Broken Force 01:06:31 — CONCLUSIONS: Overcoming Russian Advantages 01:08:03 — CONCLUSIONS: An Enduring Threat 01:08:17 — Channel UpdateHow Politics Destroys Armies: Politics, Factionalism & Russias war in UkrainePerun2023-01-22 | Sponsored by Private Internet Access: piavpn.com/Perun
Description: Militaries, like any organisation, share a basic vulnerability - they're made up of people. And wherever there are people, there is an organisational culture.
Culture can shape the way a military performs just as much as the capabilities of its weapons or the count of its personnel. Having all the tanks in the world only means so much if the system maintaining them is weakened by corruption and false reporting - factors we've explored before.
But there's a third part of this story, the component that helps explain why systems adopt inefficient structures, struggle to coordinate or become filled with mutual distrust and self sabotage. Politics. Where the political interests of individuals deviate from the interests of the collective, bad things happen, and where leaders begin to put more focus on loyalty than on competence, then a system will never live up to its full potential.
This episode serves as the third episode in the trilogy that began with "How corruption destroys armies" so I would advise watching those first if you have not already
Caveats & Comments: Under normal circumstances, Kremlin power games would not normally be played out in public - contests like those now being seen between Wagner and Shoigu for example that play out in public are relatively new phenomena. As a result, there is a recency bias in the examples used.
Also note that as much of this topic is evidenced by competing, self-interested claims by various parties - examples should be considered illustrative or with low confidence levels.
Further Reading: Information drawn from the Telegram channels of relevant figures - as a rule I do not directly link to content by these sources but relevant extracts are contained in this presentation.
Timestamps: 00:00:00 — Opening Words 00:01:42 — What Am I Talking About 00:02:47 — SPONSOR: PRIVATE INTERNET ACCESS 00:04:21 — POWER & INCENTIVES 00:04:33 — The Problem of Incentives 00:06:15 — System Self-Select & Perpetuate 00:08:34 — The Personalist Structure 00:09:04 — The Autocrat's Incentives 00:12:09 — The Boyar's Incentives 00:13:34 — COMPETENCE, REFORM & THE RUSSIAN ARMY 00:13:48 — The Post-Soviet Decline 00:14:18 — Yeltsin's Praetorians 00:15:23 — Grachev 00:16:55 — The Serdyukov Reforms 00:19:29 — Rebellion & Replacement 00:20:14 — Remember Sergei? 00:21:14 — The Shoigu Years 00:22:19 — Sergei's Failures 00:23:25 — Sergei's Successes 00:24:54 — DUPLICATION & EMPIRE BUILDING 00:25:05 — Efficiency is Sleek 00:25:54 — Empire Building & Divided Rule 00:26:37 — Building an Ideal Military 00:27:44 — German Military Feudalism 00:28:56 — Waffen SS or HEER 00:29:14 — An Organisational Melee 00:31:11 — FRAGMENTATION IN RUSSIA (DRAMATIS PERSONAE) 00:31:17 — The Regular Army 00:31:49 — Rosgvardia 00:32:59 — The DNR & LNR 00:34:59 — Russian Law 00:35:49 — Kadyrov 00:37:25 — Kadyrovtsy 00:37:55 — Loyal to Whom? 00:38:38 — Yevgeniy Prigozhin 00:40:29 — "Volunteer" Units 00:41:22 — Other Players? 00:42:16 — The Costs of Fragmentation 00:43:53 — COORDINATION & COHESION 00:44:05 — There is no "Team" 00:45:12 — IJA: The Rivalry 00:46:07 — IJA: Organisation 00:46:44 — IJA: Coordination 00:47:51 — The MoD v Wagner 00:49:51 — Duelling Narratives 00:50:54 — The Narrative? 00:53:03 — Meanwhile, in Wagner World 00:55:10 — DIRECT "COMPETITION" 00:55:17 — Unit "Friction" 00:56:12 — Rogozin 00:58:59 — POLITICAL OBJECTIVES 00:59:25 — When Politics Trumps Military Logic 01:00:52 — THE AGGREGATED IMPACT 01:00:59 — An Ending (To This Act) 01:02:00 — CAN IT BE FIXED? 01:02:08 — This is Not Unique 01:02:55 — Antidotes and Controls 01:04:13 — The Russian Issue 01:05:35 — Cultural Factors 01:07:57 — ConclusionsInfantry Fighting Vehicles in Ukraine - losses, lessons & will Western IFVs matter?Perun2023-01-15 | Sponsored by Ground News: Compare news coverage. Spot media bias. Avoid algorithms. Try Ground News today and get 15% off by visiting https://ground.news/perun
While tanks and fighters tend to win public attention, the fighting in Ukraine has done a lot to remind us of the critical role played by the infantry. And to survive and thrive on the battlefield, the infantry in Ukraine rely on their armoured personnel carriers and infantry fighting vehicles to enable to enable movement and provide fire support.
Those vehicles, so critical to both sides have, however, been lost in extreme numbers - with no vehicle on the Russian side having suffered more visually confirmed losses than the BMP-2.
Now, it seems, the floodgates are opening on the supply of Western IFVs to Ukraine. In this video I look at these vehicles, their employment in Ukraine, and suggest that despite being lost in large numbers - that they will remain critical in the fighting to come.
Caveats & Comments: I mispeak and call RUSI the "uniform services institute" - It is correctly (and has for the better part of two centuries) been the "united services institute."
As always, keep in mind that while visually confirmed loss data is among the best data we have for setting loss baselines, it is limited and should be interpreted with care.
To enable some of the analysis in this video, some data treatment was done - for example, entries for destroyed BMPs where the variant could not be determined were divided, pro-rata
Regarding the narrative - while the BMP-1 had a major impact, I should note that other IFV type vehicles preceded it - with perhaps the most significant being the German HS.30.
In this video, I call the Stryker an American vehicle due to its service. The vehicle has Canadian DNA and is built there
Notes/further reading: pre-war equipment levels are as per Military Balance 2021 for consistency.
TASS - on BMP-2 Production https://tass.ru/interviews/15445983?utm_source=google.com&utm_medium=organic&utm_campaign=google.com&utm_referrer=google.com
Timestamps: 00:00:00 — Opening Words 00:01:57 — What Am I Talking About? 00:02:36 — SPONSOR: GROUND NEWS 00:03:43 — IFVs: History & Doctrine 00:03:52 — The Combined Arms Problem 00:05:17 — VARIETY OF RESPONSES 00:06:36 — Halftracks & APCs 00:08:05 — The BMP-1 00:10:14 — IFVs & Modern Mechanised Infantry 00:11:06 — Related Vehicles 00:12:08 — PRE WAR FORCES 00:12:13 — The Russian Arsenal 00:14:02 — The "Cutting Edge" 00:15:57 — Fossils 00:17:08 — Shortage Conditions 00:17:51 — The Primary Force 00:19:14 — The Ukrainian Armoury 00:20:07 — The Soviet Inheritance 00:20:28 — New Gen. Vehicles 00:21:28 — Western Systems 00:22:19 — LOSSES: AND WHY THEY AREN'T EVERYTHING 00:23:02 — Assessing Losses 00:23:59 — Overall Trends 00:25:54 — Visually Confirmed Losses 00:27:20 — ORYX IFV & APC Visually Confirmed Losses 00:29:07 — Russian Losses 00:31:24 — Analysing Ukrainian Losses 00:33:15 — Highlighting Outliers 00:36:08 — Three Common Potential Misconceptions 00:36:53 — ORYX Implied Net IFV Loss 00:38:18 — Colonel Reisner 00:39:27 — EMPLOYMENT & EXPERIENCE 00:40:11 — Infantry Support and Early Losses 00:41:50 — Vulnerability 00:43:15 — Relationship with Survivability 00:45:20 — Dispersion & Concentration 00:46:09 — A Critical Tool 00:48:07 — Static Warfare 00:49:03 — Through the Fog of War 00:49:49 — Potential Lessons 00:50:19 — RESUPPLY & REPLACEMENTS 00:50:28 — The Need to Replenish 00:51:40 — Russian Efforts (and Debates) 00:53:28 — Western Resupply 00:55:17 — The Shift To Heavier Materiel 00:55:59 — A Note on Quantities 00:57:19 — MEET THE CANDIDATES 00:57:24 — Marder 00:58:18 — M2/M3 Bradley 00:59:24 — Moving the Needle? 01:01:06 — STRYKER (+MGS) 01:01:44 — THE RUSSIAN RESPONSE 01:02:07 — 1: Gross Escalation 01:02:37 — 2: The System is Terrible 01:03:09 — 3: They Were Destroyed 01:03:51 — WHAT NEXT? 01:03:55 — The Resupply Effort & Losses 01:04:47 — Force Evolution: Russia 01:05:55 — Force Evolution: Ukraine 01:06:39 — Conclusions 01:07:35 — Channel UpdateWhy War Economies dont collapse (until they do) - why Russia and Ukraine wont collapse tomorrowPerun2023-01-08 | By popular vote, welcome to a bit of war economics 101.
There are few things people have been keener to predict throughout history than 'quick' wars. Pro Russian commentators after February 24th 2022 expected a rapid victory - while Western media was quick to suggest that Russia's economy was collapsing soon after sanctions were implemented.
Instead, both Ukraine and Russia show signs of increasing their wartime production and scaling up their armed forces. That should not come as a surprise. Historically, the process of converting from a civilian to a wartime economy has yielded more than enough results to overcome even significant trauma inflicted on the industrial base (for example, strategic bombing attacks).
Russia's economy is suffering, it's long term economic prospects have been badly wounded by a collapse in international trust, market denial, and a barrage of sanctions. Ukraine's economy is likewise under immense pressure - primarily from physical attacks by the Russian armed forces.
But it would be naïve to think that either is likely to collapse in the coming weeks and months. As long as the will to go on (and foreign support) remains in play, there is every reason to think that both nations will find a way to keep their economies going.
In this episode, we look at the basics of war-economics, industry conversion, and try to understand why 'short wars' are so hard to win between peer opponents, once the economic struggle begins in earnest.
This video is obviously not financial advice - and a discussion of certain economic ideas or techniques should not be taken as an endorsement of them.
Economic data coming out of Ukraine and Russia is obviously suspect (I have covered the issues with official RU statistics before) and external statistics are highly uncertain - all figures should be taken as just indicative as a result.
Describing techniques does not equal endorsement of them - Just because I can explain why you might be able to spend 40% of GDP on defence, doesn't mean I think that is a good idea.
All jokes at the expense of particular careers or product categories are just that, jokes, and very much not meant.
Finally - this is an exploration of historical experiences and the economic status of Russia and Ukraine - it is is focussed on the economic element of endurance while at war and makes no findings as to the point where political or social endurance might fail.
Further reading/sources: To be included post publication (apologies, source list held locally on a different computer, it'll follow shortly).
Timestamps: 00:00:00 — OPENING WORDS 00:03:28 — WHAT AM I TALKING ABOUT? 00:04:07 — War Economics 101 00:04:21 — Prior Planning 00:06:08 — The Demand for Materiel 00:06:55 — Productive Resources 00:08:12 — Illustrating the Point 00:09:02 — Mobilisation & Conversion 00:09:17 — Ploughs to Swords 00:11:04 — Conversion Models 00:12:26 — Productivity & Coordination 00:13:56 — Resource Prioritisation 00:14:55 — Informal Conversion 00:16:22 — The WW2 Exp 00:18:23 — ENDURANCE 00:18:50 – Gains Under Pressure 00:19:50 — Pushed to the Extreme 00:20:58 — What is a Collapse 00:21:34 — Endurance: Non-essentials 00:24:16 — Expanded Resources 00:25:33 — Expended Resources 00:26:44 — Will to endure 00:29:18 — "You Will Grow Tired of It" 00:32:05 — Temporary Measures 00:33:01 — Hard Choices 00:33:07 — Even Harder Choices 00:34:20 — Funding a war: Business as Usual 00:35:58 — Funding War: Mortgaging tomorrow 00:39:33 — Funding War: Money Printer go BRRRRR 00:41:44 — Papering Over the Cracks 00:42:34 — Currency Tanking 00:45:25 — Critical Resources shortages? 00:46:57 — Out of Cash? 00:48:07 — Inflation Out of Control? 00:50:23 — Ever Heard of the Office of Price Administration (OPA)? 00:51:22 — So Why Do They Fail? 00:51:31 — Failure Mode 1: Overrun 00:51:57 — Mode 2: Functional Collapse 00:52:43 — (Mode 3): Capitulation or revolution 00:53:53 — RUSSIA 00:54:06 — The Russian Economy 2021 00:55:03 — Escalating Spending 00:55:48 — Russian Assumptions 00:56:29 — Economic Hardening 00:57:34 — Options & Endurance 01:00:50 — A Brief Word on Ukraine 01:02:18 — CONCLUSIONS 01:03:58 — CHANNEL UPDATEAmmunition shortages in Ukraine - production, supply, & are Russia or the West running dry?Perun2022-12-30 | In Ukraine, perhaps no weapon has caused more losses, or decided more engagements than the artillery.
With contested airspace both side have turned to the big guns to support their operations - and both have consumed ammunition at a prodigious rate (albeit Russia many times faster than Ukraine).
In this episode - I look at the question of production and supply and ask the question - are Russia or Ukraine going to run out of shells in 2023
US Army Ammo Procurement justification books https://www.asafm.army.mil/Portals/72/Documents/BudgetMaterial/2020/Base%20Budget/Procurement/04%20Procurement%20of%20Ammunition%20Army.pdf https://www.asafm.army.mil/Portals/72/Documents/BudgetMaterial/2021/Base%20Budget/Procurement/AMMO_FY_2021_PB_Procurement_of_Ammunition_Army.pdf
Caveats/correction: The nature of reporting on an ongoing war limits the confidence/accuracy of the information presented. Please regard the content of this video accordingly.
At one point I state that the US will hit 20,000 rounds of 155mm produced per month in summer, it's in fact by Spring.
This video is no financial advice, and should not be relied upon/may contain errors in all respects. Please don't go making financial decisions because of what you see in a YT video.
Timestamps: 00:00:00 — Opening Words 00:02:03 — What Am I Talking About 00:02:39 — HISTORY 00:02:44 — The Scandal of 1915 00:04:12 — The Korean Crisis 00:04:44 — Cold War Ruggedisation 00:05:37 — Post Cold War Atrophy 00:06:56 — Russia's Close Calls 00:07:35 — Storage & Production 00:08:37 — FEEDING THE GUNS 00:08:45 — Everyone is Running Out 00:09:05 — Everyone has Plenty of Ammo 00:09:30 — RUSSIA 00:09:33 — The Artillery Army 00:10:44 — Dueling Narratives 00:11:36 — Systems & Consumption 00:12:57 — Shell Hunger? 00:14:27 — FIRMS Returns 00:16:29 — Why? 00:18:02 — Production 00:19:43 — Stretching Production 00:21:26 — Options? 00:23:01 — Conclusion 00:25:08 — UKRAINE 00:25:21 — Doom and Gloom? 00:26:02 — Crashing Out the Rainy-Day Fund 00:26:31 — No NATO Shells? 00:27:22 — Why Did This Happen? 00:29:02 — Overly Focusing the View 00:30:48 — CONSUMPTION 00:31:21 — Putting a Number on the Need 00:32:18 — Filling the Requirement 00:33:12 — PRODUCTION 00:33:23 — Atrophied Industry 00:33:52 — Describing Production 00:35:07 — The Production Picture 00:36:22 — Surge Capacity? 00:37:12 — The Production Picture: US 00:38:53 — The Production Picture: EUROPE 00:40:44 — Production Slack (EU) 00:42:40 — The Production Picture: Asia-Pacific (APAC) 00:44:06 — The Korean Option 00:46:32 — The Production Picture: The Extras 00:48:10 — LEGACY AMMO 00:48:19 — Legacy Ammo Production 00:49:09 — MAKING IT WORK 00:50:06 — Politics & Patience 00:52:20 — Wide Sourcing 00:52:41 — The Great Ammunition Purchase Tour 00:53:58 — Substitution... 00:55:29 — ... & Precision 00:57:39 — Emergency Options 00:58:16 — Cluster Munition 01:00:09 — The Cluster Option 01:03:41 — What Are We Seeing? 01:05:24 — CONCLUSIONS 01:07:05 — CHANNEL UPDATEThe Race for 6th Generation Fighters - Drones, Lasers & Future Air DominancePerun2022-12-23 | Sponsored by Private Internet Access: privateinternetaccess.com/Perun
Taking a quick break from the horrors of trench war and artillery combat in Ukraine for a week, we instead try to gaze forward towards the 2030s and the future of air combat.
Fighter jets are among the most expensive, complex platforms that any nation builds and maintains (losing out to submarines and warships mostly because of the scale of the latter).
For years, the US was the undisputed leader in the fighter domain, having introduced the 5th Generation F-22 Raptor in 2005, while challengers like the SU-57 would have to wait until the 2020s (and rise to fame a little thanks to the new Topgun film).
But technology moves on; drones, engine technology, sensors, stealth...it all improves, and eventually countries are left with the choice to either build something new or fall behind.
Many have chosen to compete, and in this video I introduce some of the projects pushing for next generation fighters, including the British-Japanese-Italian GCAP, Franco-German-Spanish FCAS, and two American programs.
Whether I look at those in any detail in the future (or at the Russian, Chinese, and other programs) will likely depend on how this video goes.
Caveats: While sources are listed, information on 6th Generation fighters in the public domain is generally a mixture of extreme speculation, carefully calibrated marketing speak, and rumour.
Please regard this video as what it is, a fun, speculative look at what is involved in producing the next generation of fighter aircraft (and their associated systems).
There is No Spoon: _The New Digital Acquisition Reality (formatting was not what I would have gone with) https://software.af.mil/wp-content/uploads/2020/10/There-Is-No-Spoon-Digital-Acquisition-7-Oct-2020-digital-version.pdf
F-35 Information fusion presentation (credit Lockheed Martin) https://swiss-f35.ch/wp-content/uploads/2021/08/PIRA-F-35-Sensor-Fusion-Brief-for-Switzerland.pdf
Timestamps: 00:00:00 — OPENING WORDS 00:02:28 — SPONSOR: PRIVATE INTERNET ACCESS 00:03:45 — WHAT AM I TALKING ABOUT? 00:05:18 — FIGHTER GENERATIONS 00:05:22 — The Naming Game 00:06:18 — 1st Gen. 00:07:05 — 2nd & 3rd Gen. 00:07:48 — 4th Gen. 00:08:33 — 4th Gen. Plus 00:10:02 — 5th Gen. 00:11:16 — Networking & Sensor Fusion 00:13:12 — A Three Horse Race? 00:14:19 — WHAT MAKES 6TH GEN? 00:14:30 — The Next Steps? 00:15:21 — Manned Unmanned Teaming (MUM-T) 00:16:28 — Adaptive Cycle/Variable Cycle Engine (ACE/VCE) 00:17:33 — Directed Energy 00:18:14 — Why Build Them? 00:20:58 — The Challenge 00:21:01 — A Development Starshot 00:22:02 — The Combination Problem 00:22:34 — Directed Energy Weapon Testing 00:23:05 — Single Features are Easy 00:23:28 — Enabling the Requirements 00:26:18 — Counting the Costs 00:29:01 — Solution 1: A New Way to Design Aircraft 00:31:08 — Solution 2: Fleet Size 00:32:08 — Solution 3: Mega Projects 00:34:06 — GLOBAL COMBAT AIR PROGRAM (GCAP) 00:34:38 — The Tempest (UK and Italy) 00:37:25 — The F-X (of Japan) 00:40:42 — GCAP Merger 00:42:21 — Program Goals 00:44:29 — What to Expect? 00:45:28 — F/A-XX (of the US Navy) 00:45:36 — A New Generation Carrier Group 00:46:40 — Tipping The Balance 00:48:06 — What to Expect? 00:49:12 — FCAS (of Germany, France, Spain) 00:49:21 — A new European Fighter 00:49:57 — The Requirements 00:50:37 — The Concerns 00:53:28 — Carrier Capability 00:55:32 — NGAD (of the US Air Force) 00:55:53 — A Different Beast 00:57:26 — Growing Challenges 00:59:11 — Refusing Parity 00:59:55 — Rumoured Requirements 01:01:02 — A Tall Order 01:02:53 — Next Gen. Dominance 01:05:46 — Questions 01:07:47 — Conclusions 01:08:45 — Channel UpdateBakhmut & The Ukraine Trench War - fortifications, attrition, and lessonsPerun2022-12-18 | As always, please check the pinned comment for any notes or corrections.
For months now, a city with a pre-war population of 70,000 has been the focus of relentless artillery and infantry attacks by the Russian military and the "Wagner PMC."
For many commentators, the attacks seem nonsensical. At a time when Russia is pivoting to defence just about everywhere else along the line, why keep pouring men and materiel into a city that simply doesn't have value relative to the effort expended trying to take it.
In this video I zoom in on the battle for Bakhmut, and explore its history, implications, and some of what we have heard about the tactics there.
At the same time, we also look at Russia's campaign of fortification building across much of the rest of Ukraine (and Russia). As the world focuses on Russia's Bakhmut attacks, Russia is throwing up belts of defences that...for now at least...seem to have some of the hallmarks of typical Russian defence procurement.
Many thanks to the people who provided input into this episode, with a special thanks to Sgt. Kates - USMC, for giving the kind of input only a combat engineer can (I do not have any idea how to clear a minefield)
As always, this video represents merely person views based on imperfect information gathered during an active war.
Caveats: While I have attempted to discuss the factors I consider when evaluating casualty claims - the reality is that the error bars around any estimates are still extremely wide. Estimates of 1:10 ratios in some sectors at certain times are paired with claims consistent with very different situations elsewhere.
Even that Ukrainian Govt estimate on Russian losses may be low - simply because of when the estimate was made and the limited territory it may have covered. This is the problem of uncertainty when viewing a war from afar.
While I am confident in the analysis of matters at the overarching strategic level - be aware that the smaller you get in this war, the less certain things often become.
I do not generally link directly to Russian Telegram channels - but they provide an important source of information on how views of the war are evolving on that side.
Timestamps: 00:00:00 — Opening Words 00:01:40 — What Am I Talking About 00:02:37 — DIGGING TO VICTORY 00:02:43 — Fortification and Entrenchment 00:03:59 — Search for Movement 00:04:47 — Always a Risk of Reversion 00:05:17 — THE UKRAINIAN EXPERIENCE 00:05:22 — The War in The Donbass 00:06:12 — War of Movement 00:07:07 — Transfer of the Initiative 00:08:16 — Russia Digs In 00:08:38 — Even in Russia... 00:09:52 — There's Bakhmut 00:10:49 — TIMELINE 00:10:58 — Core Objective 00:11:36 — "Protecting the Donbass" 00:12:42 — The Donbass Offensive 00:14:06 — It Isn't Just Bakhmut 00:15:16 — Wagner's Verdun 00:17:05 — A Brutal Back and Forth 00:17:14 — Encirclement Plan & Ukrainian Rotation 00:18:57 — FEATURES AND EVOLUTION 00:19:08 — Entrenchment 00:20:03 — Traditional Model 00:21:04 — Wagner Waves 00:21:42 — Wagner Tactics 00:24:47 — War by the Meter 00:25:42 — The Gas Station 00:26:13 — The Garbage Dump 00:26:55 — War Made Small 00:27:46 — Infiltration Assaults 00:28:47 — Myths 00:31:18 — WHY BAKHMUT? 00:31:31 — Road to Sloviansk 00:32:47 — "Smashing Their Foreheads" 00:33:22 — So Why? 00:34:34 — IS IT WORTH IT? 00:34:38 — We're Talking About It 00:35:19 — A1: Offensive Potential 00:36:05 — A2: Attrition 00:37:10 — A3: Politics 00:37:52 — Opportunity Cost 00:38:39 — Other Options? 00:39:04 — Real Cost of Bakhmut 00:40:46 — What if Bakhmut is Taken? 00:42:04 — ASSESSING THE COST 00:42:23 — Illustrating the Point: Causality Scale 00:44:35 — Medium-high Confidence Inputs 00:45:33 — Consistency and Assumptions 00:46:18 — The Picture 00:49:45 — FEATURES AND OBSERVATIONS 00:50:05 — Wat Defaulting to Attrition 00:51:12 — Drone & Artillery Warfare 00:52:45 — "Mines are the Worst" 00:54:53 — Challenges of Breaching 00:55:53 — Sidenotes on Options... 00:56:33 — "Wagner Line" 00:57:25 — The Ugly 00:58:36 — The Significant 00:59:25 — CONCLUSIONS 01:00:47 — CHANNEL UPDATE 01:00:47 — CHANNEL UPDATERussias attacks on Ukrainian infrastructure - does strategic bombing ever work?Perun2022-12-11 | Sign up to Morning Brew for free today morningbrewdaily.com/perun Sponsored by Morning Brew
Description: In the opening months of the war, Russia's formidable arsenal of cruise and ballistic missiles was directed against a wide array of targets, from ground based air defences to military bases and infrastructure. For more information on that stage of the campaign, please refer to my previous video on the subject.
But since October, Russia has turned both these systems and its newly arrived Iranian drones on Ukraine's critical infrastructure instead, particularly its power grid, sending millions into rolling (or total) blackouts.
These attacks have all the hallmarks of strategic bombing, an attempt to destroy the ability and will of a nation to resist by striking targets behind the lines. It seems reasonable to assume that Russia's focus has thus turned from using its best weapons to destroy military units, to coercing the population and Government of Ukraine to surrender.
That is not a new idea, and in this episode I examine the nature of the new Russian campaign, discuss historical strategic bombing campaigns and their outcomes, and try to build a better understanding of these attacks and what they might achieve.
Caveats: Any attempt to discern exactly what Russia's intention is with these strikes is obviously limited by the fact that information on decision making in the Russian Government is extremely limited. This video is based on attempting to divine their motivation based on their actions.
I also want to stress that announcements by all parties regarding these acts should be scrutinised closely - including all discussion of damage or interception rates.
estimates on production rates and stockpiles is subject to wide error margins.
Sources: United States Strategic Bombing Survey - summary reports https://www.airuniversity.af.edu/Portals/10/AUPress/Books/B_0020_SPANGRUD_STRATEGIC_BOMBING_SURVEYS.pdf
Credit to Russia Media Monitor for their monitoring of Russian state TV (so I don't have to) twitter.com/JuliaDavisNews
Timestamps: 00:00:00 — OPENING WORDS 00:01:46 — WHAT AM I TALKING ABOUT? 00:02:33 — SPONSOR: MORNING BREW 00:03:38 — SOURCING 00:04:45 — STRATEGIC BOMBING 101 00:04:51 — What Is Strategic Bombing? 00:05:35 — Initial Experiments 00:06:02 — WWII 00:07:17 — From Pyongyang to Linebacker 00:08:07 — "Precission" Stretegic Bombing? 00:08:43 — Russian Strategic Bombers 00:09:39 — RUSSIAN CAMPAIGN SO FAR 00:09:43 — The Early Missile Campaign 00:12:21 — Targeting Switch 00:13:39 — For What Purpose? 00:15:54 — Why Energy? 00:19:06 — November-December 00:20:42 — The Russian Defence 00:22:18 — The Russian Standard (Crimean Bridge) 00:23:01 — The Russian Standard I (Attacks on Ships in Sevastopol) 00:23:49 — The Russian Standard (Drone Attack) 00:24:53 — Way Forward 00:25:40 — DOES IT DESTROY INDUSTRIAL POTENTIAL 00:26:01 — Paralysing Production 00:27:23 — The Oil Story 00:28:48 — The Leuna Saga 00:29:49 — Persistence and Precision 00:30:51 — The Ukraine Problem 00:31:37 — DOES IT DESTROY MILITARY POTENTIAL? 00:31:51 — Mobility & Communications 00:34:15 — The Cost of Defence 00:35:26 — Total Impact 00:36:38 — DOES IT BREAK MORALE? 00:37:08 — Meet Giulio Douhet 00:38:29 — USSBS Findings 00:40:26 — Korea & Vietnam 00:42:04 — Ukrainian Morale 00:44:19 — SUSTAINABILITY 00:44:33 — "Russia is Running out of Missiles" 00:48:31 — Sustaining the Offensive 00:50:48 — Sustaining Air Defence 00:51:45 — The Supply Challenge 00:53:28 — Critical Infrastructure 00:55:12 — ADAPTATION 00:55:26 — The Straight Line Trap 00:56:31 — Target Adaptation 00:57:47 — System Adaptation 00:59:00 — Social Adaptation 01:01:57 — WHAT NEXT? 01:02:04 — A Supply Race 01:02:47 — Adaptation 01:03:54 — Counterstrike Potential 01:05:17 — BUT IN THE END... 01:07:39 — Suffering, not victory 01:09:46 — CONCLUSIONS 01:11:52 — CHANNEL UPDATEWinter & the War in Ukraine - Who is better prepared for winter conditions?Perun2022-12-04 | Description: The 2022 phase of the war in Ukraine began in the closing weeks of winter, with a February offensive rapidly coming to face the onset of mud and thawing conditions.
Now, in December, Ukraine prepares for a full winter of full-scale, conventional conflict.
Winter conditions are extremely demanding, both on manpower and materiel, and in this episode we look a little closer at what is involved in operating in cold weather conditions, how cold Ukraine gets, and how prepared both sides seem to be for the onset of their winter war.
Caveats: Getting a holistic picture on the quality of supply and training for Ukrainian and Russian units is difficult. Social media and visual evidence are useful sources, but will only ever represent a small sample of overall units. Analysis is based on, and limited by, the available information.
On second listening, this video includes some wording that could have been tightened up. For example, I think I say efficiency regarding battery performance in cold word when 'capacity' would have been more accurate.
When I suggest that both sides are likely to launch offensives, I do not mean that both will likely launch operations at the same scale, simply that both will identify local opportunities to exploit conditions.
Comments on recent publicity around certain sponsors on YT towards the end of this video simply represent me restating what I have heard, and do not constitute an accusation of any wrongdoing by any actor.
UD 6-81-7 E INSTRUCTION IN WINTER SERVICE USE AND MAINTENANCE OF EQUIPMENT https://www.forsvaret.no/en/organisation/centre-of-excellence-cold-weather-operations/handbook-and-lectures/english-handbooks
Order of the Federal Security Service of the Russian Federation dated November 4, 2022 No. 547 "On approval of the List of information in the field of military, military-technical activities of the Russian Federation, which, if received by foreign sources, can be used against the security of the Russian Federation http://publication.pravo.gov.ru/Document/View/0001202211170017?index=0&rangeSize=1
Timestamps: 00:00:00 — *OPENING WORDS* 00:02:54 — *WHAT AM I TALKING ABOUT?* 00:04:14 — _*HOW COLD IS COLD*_ 00:04:34 — Categorising Cold 00:05:17 — Wet Cold 00:06:33 — Dry Cold 00:07:18 — Intense Cold 00:08:05 — Extreme Cold 00:08:54 — Hazardous Cold 00:09:54 — How Cold Does Ukraine Get? 00:11:12 — _*TACTICAL LEVEL*_ 00:11:24 — Concealment and Movement 00:13:57 — Protecting the Person 00:16:30 — Equipment Issues 00:17:46 — Mounting Requirements 00:19:35 — Training and Discipline Premium 00:23:14 — What Does it Mean? 00:25:23 — _*OPERATIONAL LEVEL*_ 00:25:42 — Not a Time to Stop 00:27:25 — Historical Engagements 00:28:42 — Enabling Movement 00:29:48 — Pushing Logistics 00:31:12 — The Aerial Dimension 00:32:55 — _*HOW WELL PREPARED ARE THEY*_ 00:33:17 — Not Their First Winter War 00:34:56 — The MOBIK Problem 00:36:39 — Gearing Up for Winter 00:38:09 — The Russian Situation 00:39:34 — The Full Spectrum 00:40:58 — Real Solutions 00:41:20 — The Role of Volunteers 00:42:39 — Are They Ready? 00:45:25 — Leadership at All Levels 00:47:18 — Operational Concerns 00:48:40 — The Fuel of War 00:49:38 — So, On Balance? 00:51:10 — _*WHAT TO EXPECT?*_ 00:51:24 — Objectives 00:53:23 — Operational Tempo 00:54:13 — Realities at the Front 00:55:31 — _*STRATEGY LEVEL*_ 00:55:43 — Winter Economics 00:56:22 — Russian Comfort 00:57:02 — Threats 00:58:45 — The Will Go On 01:00:23 — *CONCLUSIONS* 01:01:55 — *CHANNEL UPDATE*Polish military modernisation & why are they buying Korean tanks? - Featuring @TheChieftainsHatchPerun2022-11-27 | Sponsored by World Of Tanks - If you're interested, use the following link to sign up: http://bit.ly/3UuHS1h
In the video I'm pretty sure I say you get the Matilda Black Prince - it's actually the Excelsior, which is a decent tank capable of moving faster than walking speed (unlike my TOG II). You also get a bunch of in game currency, seven days of premium, and rental access to three solid vehicles - Tiger, Cromwell, and T-34/85. Only for new players though!
Importantly though - I want to stress the Chieftain is appearing in a personal capacity for his video segment, not as a rep of Wargaming or WoT.
Description: Military modernisation is a complex task for any state. Individual system selection is usually based on competitive trials and an extensive review and evaluation process.
Usually.
Poland's plans are a little different - ordering what is basically an entire new army's worth of equipment (with more tanks than many other major European states combined) from the Republic of Korea without any sort of extended trials process.
In this episode, I ask the question of why a country in Europe would suddenly buy 1,000 tanks and hundreds of artillery pieces from a country half way around the world without so much as a trials program for the tank.
To comment on why Poland may have selected the K2 - I've invited back the Chieftain to give a tanker's expert view on the question.
Thank you as always for engaging with this study of defence economics in action, and we'll return to topics examining the Ukraine war next week.
Caveats: There are two big caveats over this one.
The first is that announcements (as used as a key source here) doesn't always mean a program will deliver on time or as announced. 1,000 tanks ordered could become 500, delivery times might change etc. In fact, I'd go so far as to say they PROBABLY WILL change in many respects. This is a massive block of procurement that will challenge the heck out of any procurement office, let alone one that has not had to deal with this volume in recent years.
The second is that some statements are based on what you might call industry rumour, scuttlebutt, 'common knowledge' or what have you. I have tried to flag these where they come up.
K9 production for Poland: https://www.edrmagazine.eu/hanwha-rolls-out-24-k9pl-howitzers-for-poland
Timestamps: 00:00:00 — OPENING WORDS 00:02:06 — WHAT AM I TALKING ABOUT 00:03:04 — SPONSOR: WORLD OF TANKS 00:04:32 — *THE POLISH MILITARY* 00:04:44 — A Cold War Force 00:06:23 — Between East and West 00:07:42 — The Military of 2021 00:08:20 — Designed with Purpose 00:10:32 — Poland's Competing Requirements 00:12:03 — The Polish DIB 00:13:13 — Borsuk & Krab 00:14:12 — *THE BUYING SPREE* 00:15:34 — K2 00:16:10 — K9 00:16:56 — K239 00:19:34 — FA-50 00:19:57 — A "Diverse" Fleet 00:20:54 — *HOW ARE THEY AFFORDING IT* 00:20:58 — Divest to Invest 00:22:34 — Budgets and Margins 00:24:03 — But it is Expensive 00:25:15 — *WHY KOREAN* 00:25:25 — An Extensive Order Book 00:26:12 — *ASSESSING K2* 00:26:22 — Guest: The Chieftain 00:36:55 — *THE INDUSTRIAL DIMENSION* 00:37:27 — More Than Just Speculations 00:38:32 — *KOREAN EXPORT STRATEGY* 00:38:49 — A Growing Player 00:39:29 — RoK Arms Exports (SIPRI TIV 2001-21) 00:39:53 — Competitive Advantages 00:41:21 — Playing to Their Strengths 00:42:20 — The Strategy 00:43:31 — *TECHNOLOGY TRANSFER & MARKET PENETRATION* 00:43:42 — S1: Imported Hardware 00:45:52 — S2: Domestic Production 00:48:05 — S3: Joint Development & Marketing 00:49:36 — *TARGET EUROPE* 00:49:54 — The European Market 00:50:57 — Entrenched Actors 00:51:43 — Evolving Tank Fleets 00:53:09 — A Third Competitor 00:55:20 — The Korean Offer 00:56:48 — CONCLUSIONS 00:57:50 — CHANNEL UPDATEUkraines Kherson Campaign - Lessons & Implications of the Southern counterattackPerun2022-11-20 | Sponsored by Ground News: Compare news coverage. Spot media bias. Avoid algorithms. Be well informed. Download the free Ground News app at: https://www.ground.news/perun
Description: While much of the narrative around the early stages of Russia's 2022 invasion centre on the battle for Kyiv and the reverses Russia suffered there, in the South, the Russian invasion was altogether more successful in its opening moves.
Advancing from Crimea, the Russians rapidly secured a number of critical positions in the South of the country, including a regional capital on the right bank of the Dnipro, the city of Kherson.
The fighting to take back Kherson would be some of the hardest for Ukrainian forces. They would face a number of high quality Russian units who were heavily dug in, and they would do it over unfavourable ground.
The fighting would take months and claim many lines before the final Russian withdrawal in November.
This is the story of that campaign - from the city's fall to its liberation, along with some of the lessons and observations that we can (with admittedly low confidence levels) make using the data available so far.
Caveats: Data quality and certainty will always vary video to video. In the case of this video, the topic in question is battlefield movements and the conduct of operations. As such, there is a considerably lower level of confidence than there are over major economic patterns for example.
I expect that at least some of this analysis will be refuted or augmented by later discoveries or data releases - at which point I will prepare an update. But given the implications of this campaign, I thought it best to try and tell the story now, with the best information we currently have available.
Telegram extracts from both the Russian MoD and Russia's Kherson administration are used - as always I do not link directly to these but they are credited here
....and to all those interviewed or questioned directly in preparation for this video.
Timestamps: 00:00:00 — Opening Words 00:02:36 — What Am I Talking About? 00:03:18 — SPONSOR: GROUND NEWS 00:04:29 — The Fall of Kherson 00:07:20 — Victory at Mykolaiv 00:09:34 — Steady Transition 00:10:19 — The Shaping Campaign 00:12:06 — Telegraphing the Offensive 00:14:25 — The Himars Campaign 00:16:51 — The Crimean Dimension 00:17:51 — Concentrating Capability 00:20:00 — The Campaign Begins 00:21:44 — The Attack Goes In 00:22:42 — Russia Claim Victory 00:24:52 — Announcing Victory 00:26:04 — Continuing Pressure 00:27:21 — Supply, Attrition, Corrosion 00:28:05 — The Story of a Bridge 00:29:33 — Back and Forth 00:31:45 — Final Days 00:32:55 — The End 00:33:04 — The First Cracks 00:34:42 — The Withdrawal 00:39:03 — Reclamation 00:40:09 — Losses and Military Observations 00:44:39 — New Capabilities... 00:46:06 — ... And Old Ones 00:47:10 — The Cost of Victory... 00:47:52 — ... And of Defeat 00:49:10 — Interrogating Losses 00:50:48 — Some Very Old Stuff... 00:53:33 — Reactions & Significance 00:53:52 — Ukrainian Elation? 00:55:35 — Russia - Confusion and Anger 00:57:39 — International Community 00:58:55 — Discrediting "Annexation" 01:01:00 — What Next? 01:01:12 — Reading the Terrain 01:03:55 — Redeployment Opportunities 01:05:23 — Towards a Winter Campaign 01:07:24 — Conclusions 01:10:19 — Channel UpdateHow lies destroy armies - Lies, coverups, and Russian failures in UkrainePerun2022-11-13 | Sign up to Morning Brew for free today: morningbrewdaily.com/perun Sponsored by Morning Brew
A note on враньё "Vranyo" : In this video I use the term "Vranyo" to describe a particular pattern or type of lying. Consulting with many Russian speakers in preparation for this segment, i got many conflicting definitions of враньё with some suggesting it was derogatory, others that there was no difference between it and ложь, while others said it was the perfect term for the phenomenon described.
In the end I have used it because it is a neat term to describe a complex practice/phenomenon, but understand that it is being used as a label, not as an unambiguous code word for these practices of collective, knowing deception.
Description: The performance of a military system is about more than the sum of its equipment, manpower, and training. Culture and practices are critical.
The Russian army appears to suffer from serious cultural issues. Corruption is a key one, while the practice of making up obvious lies to cover up the real state of affairs (which everyone then goes along with) and telling the boss what they want to hear at all costs - those practices enable corruption to thrive, and seriously undermine battlefield decision making.
In this episode, we look at the culture of deception in the Russian army, explore some of the common complaints, and discuss some ways it may (I am not a Kremlinologist) potentially impact or have impacted Russian decision making in Ukraine.
Caveats: As noted below in sourcing, the existence of "Vranyo" is a cultural phenomenon that is hard to measure. While we can find evidence of it at a macro level, attestations for its prevalence are based on interviews, anecdotes, and complaints from former conscripts, serving personnel, and ordinary Russians.
As such this video should be taken as describing a phenomenon and some of the damage it can cause - but I do not make any assertion over exactly how widespread it is.
I also stress that this sort of lying appears in many organisations where people are encouraged 'to 'tell the boss what they want to hear'
I am also not a Kremlin whisperer - so my discussion of how Vranyo at that level is obviously purely hypothetical.
Sources and extra reading: The Russian Way of War - Force Structure, Tactics, and Modernisation of the Russian Ground Forces (Foreign Military Studies Office, Fort Leavenworth) https://www.armyupress.army.mil/portals/7/hot%20spots/documents/russia/2017-07-the-russian-way-of-war-grau-bartles.pdf
Opposing force tactics, TC 7-100.2 https://armypubs.army.mil/epubs/DR_pubs/DR_a/pdf/web/tc7_100x2.pdf
Timestamps: 00:00:00 — Opening Words 00:01:31 — What Am I Talking About? 00:02:12 — SPONSOR: MORNING BREW 00:03:21 — "Vranyo" - A Culture of Lies 00:03:33 — What's in a Word 00:05:02 — Rejecting Reality & Substituting Your Own 00:06:33 — History & Collective Participation 00:08:46 — Stocks vs Soldiers 00:09:07 — Motivation 00:10:16 — Involuntary Participation 00:12:55 — Compounding Falsehood 00:14:42 — Militaries as Networked Systems 00:15:03 — War is not an RTS 00:16:37 — Information Flow Enables Decision Making 00:17:46 — Why is the Russian Army so Vulnerable 00:18:02 — The RUssian Way of War 00:18:38 — War as an Equation 00:20:38 — Forces and Means 00:23:33 — Echelonment (aka Leming Attacks) 00:26:06 — Rigidity and Commander Centric Decision Making 00:28:46 – Objective: Fortressgrad 00:30:25 — The Assault on Fortressgrad 00:31:46 — Start at the Bottom 00:33:35 — The Officers Get Involved 00:35:14 — A Fine Airforce Showing 00:36:08 — Garbage In... 00:38:17 — ...Garbage Out 00:40:52 — Smile For the Cameras 00:41:31 — A Doomed Venture 00:42:23 — Pervasive Complaints 00:45:23 — Vranyo All the Way to the Top 00:46:46 — Understanding Ukraine 00:50:07 — Understanding The Russian Army 00:52:12 — Understanding the Russian Economy & the West 00:53:55 — Understanding Progress 00:54:55 — Tragic Results 00:58:02 — Can You Fix It? 00:58:34 — Failure-Safe Systems 01:00:07 — Trust But Verify 01:01:04 — Entrenched Culture 01:02:16 — Conclusions 01:03:51 — Channel UpdateRussias Allies - How will Iran, Syria & North Korea impact the war in Ukraine?Perun2022-11-06 | Over the last several months I've spent a great deal of time (and will spend more time) looking at the role that Ukraine's friends and allies have played in supporting its war-effort. This has included the provision of funds, weapons, humanitarian aid and the taking in of millions of Ukrainian refugees.
Against the backdrop of that assistance, it's easy to paint Russia as entirely isolated, a pariah state without friends to turn to.
While it may not have the allies that Ukraine does, that is obviously not entirely true. From Iranian drones to North Korean shells, there are signs that Russia is turning to friendly or allied powers for the tools it needs to carry on its war - and in this episode we look at those nations and what impact they've had so far...and may have in the future.
Relating to the DPRK: Example of the 100,000 claim - https://www.news.com.au/world/europe/100000-north-korean-soldiers-could-be-sent-to-bolster-putins-forces-fighting-ukraine/news-story/1126782c8c5e6fe08a8ad2d9fa38dff0
Caveats: The supply of weapons or troops by Russia's allies is obviously a matter of great secrecy - as a result, conclusions drawn here are based on available open source information and may not reflect any secret movements or aid
Regarding statements on Iranian or DPRK missile systems - these statements are general and based on assumed or projected paper capabilities. Accurate CEP data on all Iranian missiles compared to Iskander for example is not available.
Timestamps: 00:00:00 — Opening Words 00:03:12 — What Am I Covering? 00:03:49 — Not For Today: The PRC & Russia 00:05:01 — Russia's NATO: The CSTO 00:05:56 — The Commonwealth of Independent States 00:06:46 — Russia's NATO cont. 00:08:23 — Capabilities and Recent History 00:09:44 — Erosion 00:12:16 — DPRK (North Korea) 00:15:35 — Songun's Result 00:17:22 — A Deadly Museum 00:19:27 — Kim's Hundred Thousands 00:21:44 — Ammunition Transfers 00:22:41 — What Could Go? 00:25:25 — Impact & What Next? 00:27:50 — Assad's Syria 00:28:53 — An Ugly War 00:30:19 — Russian Intervention in Syria 00:32:29 — The Syrian Arab Army 00:33:36 — Syria & Ukraine 00:35:09 — The Phantom Mercenaries? 00:37:44 — Impact and What Next? 00:41:36 — Their Own War? 00:42:17 — Iran - Russian and the Islamic Republic 00:44:44 — The Web of Iranian Military Structures 00:47:39 — Iran & Ukraine 00:50:37 — War on the Cheap 00:52:50 — Impact & What Next 00:54:55 — Conclusions 00:57:33 — Channel UpdateEuropean Defence & The Russian Challenge - Third Superpower or paper tiger?Perun2022-10-30 | Sponsored by Ground News: Compare news coverage. Spot media bias. Avoid algorithms. Be well informed. Download the free Ground News app at: https://www.ground.news/perun
Intro: Throughout 2022, implied or explicit Russian military threats to Europe by Russian politicians or media figures have become so common as to be almost ubiquitous.
In many ways, this is a continuation of long historical pattern dating back to the cold war, when much of Western Europe lived in fear that, at any moment, the Soviet army may come storming West with a phalanx of metal and manpower. For many European leaders, the assumption long was that only the USA could serve as a meaningful counterbalance to the Soviet threat.
Even with the end of the cold war, NATO wargames and academic papers alike have often modeled scenarios where Russian forces maul NATO opponents, occupying the Baltic States or Poland in short order, demanding an American response.
But 2022 has also proven the Russian military is not what it claimed to be, and so it is likewise worth taking stock of what Europe has to offer. For while individually, most European militaries have glaring shortcomings, especially compared to the USA (particularly in the area of munitions storages and readiness rates) taken together they represent and impressive military force.
International Comparisons of Real Military Purchasing Power: A Global Database - Peter Robertson https://api.research-repository.uwa.edu.au/ws/portalfiles/portal/96622664/DP19.13_Robertson.pdf
Russian politicians suggesting Poland is in line for invasion: https://archive.ph/pG5dj
Caveats & Corrections: The use of PPP figures is always fraught with different methods often yielding quite different results. They're useful, and almost certainly necessary if you want an accurate picture, but keep in mind the limitations of the figures used here.
Similarly, while I use MB2021 for consistency between videos for all system/manpower figures, they are not perfect, and in particular the definitions used for active/stored equipment or whether a given unit should count as active/reserve/paramilitary or be ignored entirely is occasionally, in my view, up for debate.
There are also, I believe, three locations where I misspeak in this episode while the backing slides are correct. For example, when the stats on screen refer to PSCs, (big ships) I say coastal combatants or words to that effect. If it sounds odd - check the slide.
Timestamps 00:00:00 — Opening Words 00:01:55 — What Am I Covering? 00:02:46 — SPONSOR: GROUND NEWS 00:03:57 — Evolution Of European Security 00:04:04 — A Militarised Continent 00:05:15 — Nato & The Warsaw Pact 00:06:23 — The Peace Dividend & NATO Expansion 00:08:46 — Ukraine and Beyond 00:10:18 — European Forces Today 00:10:29 — What Are We Counting? 00:11:44 — Let's Talk Money 00:12:23 — GRAPH: Estimated Defence Expenditure (NATO fig.) 00:12:52 — The PPP Factor 00:15:25 — GRAPH: Estimated Expenditure (with PPP Premiums) 00:15:52 — The PPP Picture 00:16:46 — Manpower 00:18:14 — GRAPH: Active Reserve Manpower 00:19:36 — Equipment 00:20:41 — The Full Spectrum 00:21:23 — European Strengths (on Paper) 00:21:38 — European Strengths: Land 00:23:30 — European Strengths: Sea 00:25:42 — European Strengths: Air 00:28:02 — European Strengths: Independent Atomic Deterrence 00:30:47 — Fit For Purpose? 00:32:11 — There is No "European" Military 00:33:41 — Challenges of Division 00:36:20 — Can, Would & Deterrence 00:37:45 — Modernisation 00:38:48 — Depth & Resilience 00:39:56 — Readiness and Mobility 00:41:40 — Comparisons & Capabilities? 00:42:33 — Russia as the Yardstick 00:46:16 — Demonstrated Capabilities 00:48:12 — The Aerial Dimension? 00:49:34 — Cognitive Dissonance? 00:50:44 — The US Comparison 00:51:29 — THe Gap - Power Projection & Nuclear Capabilities 00:54:48 — Opportunities to Grow? 00:57:47 — Conclusions 01:00:07 — Channel UpdateThe Naval War in Ukraine - The Moskva, Missiles & LessonsPerun2022-10-23 | The Russian Black Sea Fleet entered the Ukrainian war as the unchallenged master of that body of water. Ukraine's own fleet was small and less modern, and the opening weeks of the war were dominated by news of the Russian fleet launching missile attacks and threatening naval landings that pinned down Ukrainian forces in Odessa.
But when the Moskva sank, the pattern of naval activity changed dramatically. Now, the Russian fleet stays mostly away from the Ukrainian cost, nervous of missile, drone, and air threats posed by an opponent whose own navy is mostly neutralised.
In this episode I look at the evolving war in the Black Sea, the evolution and role of the Russian navy there, the sinking of the Moskva - and what if any lessons foreign observers might be taking from the war at sea so far.
Caveats: The sinking of the Moskva, for all that we have learned, ultimately remains a mystery. I have not interviewed any of her crew, and I am not an expert in the field. I have tried to explain why I adopt conclusions on some matters and decline to make any on others - but even the conclusions made are only at a moderate confidence level.
There could have been more missiles, there could just have been some horrible freak accident involved. The comments therein are thus ultimately the best I can make using the evidence available - but as with so many other things in this war, I expect future evidence will reveal twists we do not now anticipate.
I'd also note there are a few typos that snuck through on the slides - forgive these please.
I'd also like to flag that the use of ground based systems at sea is not an unknow - though it is usually intended as an expedient. In some cases the ships involved may also merely have been transporting the systems, though that does not seem to have been the case in all instances.
Russian naval operations are obviously secret and knowledge presented therein is based on open source information - it is, for example, possible that Russia launches secret incursions against the Ukrainian coast, but the situation described is based on the best available information I have access to.
Finally - yes i know it's a stretch giving the Canadians credit for the Brits torching the White House , but the joke was there
Sources/notable articles:
Russian fleet strengths - composite but primarily Military balance 2021
Weapon supply data drawn from open source aggregators - including Oryx and official sources, E.G for Germany https://www.bundesregierung.de/breg-en/news/military-support-ukraine-2054992
Russian navy and PLAN recognition Guides https://www.oni.navy.mil/Portals/12/Intel%20agencies/russia/Russia_Ship_Silhouettes_2021.png?ver=hrKOr75XjW5QYQzVwlVkhw%3d%3d
Timestamps: 00:00:00 — Opening Words 00:01:15 — What Am I Covering? 00:02:07 — Evolution of the Russian Navy 00:03:00 — Land and Sea Powers 00:04:14 — The Rises and Falls of Russian Naval Power 00:06:07 — Gorshkov's Navy 00:07:16 — The "Soviet Style” of Ship 00:10:00 — The Cost of Firepower 00:11:22 — The 90's 00:12:53 — Putin, Modernisation, Syria & "Kalibrisation" 00:14:45 — Pre-War Strength 00:15:46 — Russian Federation Navy Recognition and Identification Guide 00:16:13 — The Early Stages of the War 00:16:22 — Russian Fleet Strength 00:18:31 — The Opening Salvos 00:20:27 — End of the Ukrainian Navy 00:22:22 — From Snake Island to Odessa 00:24:32 — The Moskva Moment: A Moment That Captured Global Attention 00:26:53 — The Soviet Rustbuckets 00:28:36 — How Did It Happen? 00:30:33 — Moskva Under The Microscope 00:32:51 — State of the Ship 00:35:01 — Incompetence or Arrogance? 00:37:16 — What Did It Mean? 00:38:07 — What Happened? 00:40:19 — Emerging Threats 00:40:39 — The Missile Threat 00:43:27 — Drones and Air Threats 00:44:54 — Networked Intelligence 00:46:24 — What Next? 00:47:10 — Unmanned Systems Introduced 00:49:21 — The Crimean Dimension 00:50:15 — Force Regeneration 00:52:13 — Lessons & Observations 00:53:56 — Paper vs Actual Capabilities 00:55:36 — Soft Factors 01:01:19 — Nowhere to Hide 01:02:27 — Conclusions 01:04:01 — Channel UpdateDeadly Skies Air Defence In Ukraine - Drones, SAMs, and AttritionPerun2022-10-16 | The Russian Air Force began the war in Ukraine with a formidable inventory of combat aircraft (fixed wing and helicopters) supported by an array of stand-off munitions and EWAR capabilities.
In the opening hours, it seemed that those capabilities may be paying off, with paratroopers inserting at Hostomel without interception by Ukraine's integrated air defence system (IADS). At the same time, Russian columns were (seemingly incomprehensibly) being picked apart by slow moving TB-2 Drones.
But things changed quickly, and since the stabilisation of the situation, the airspace over Ukraine has been contested. Aircraft fly low to avoid interception, while new threats periodically emerge to challenge the equilibrium.
Recently, those include HARM missiles, Iranian and Russian loitering munitions, and cruise missile attacks on civilian infrastructure.
In this video I look at the impact of air-defence systems on the Ukraine war, and what lessons observers may be taking based on the available data.
Caveats: The two big unknowns sitting behind this one should be obvious - accurate loss data and the burn rate on munitions is hard to come by. Visually confirmed losses diverge heavily from claimed losses in every category, but for aircraft in particular.
While an important topic - it is important to remember that the data here is ...flawed to say the least.
Sources: Figures for arms exports are SIPRI TIVs for 2001-2021
Figures on pre-war weapon inventories are Military Balance 2021
"The Russian Victory Everyone Missed" - Military History not Visualised (note that I don't agree with all of the conclusions therein) youtube.com/watch?v=SooynsCBOr0&t=229s
Movement of Russian missiles from Saint Petersburg: https://yle.fi/news/3-12626182#:~:text=Satellite%20images%20obtained%20by%20Yle%20indicate%20that%20Russia%20has%20been,areas%20for%20Russian%20air%20defence.
Russian sources are as previously stated
Timestamps: 00:00:00 — Opening Words 00:02:19 — What Am I Covering? 00:03:34 — Soviet Sam Development 00:05:55 — An Integrated Offering 00:06:32 — Long Range Systems 00:09:06 — Mid-Short Range Defence 00:10:14 — SHORAD, Lots of SHORAD 00:12:25 — The Dominant Actor 00:13:55 — Usage In Ukraine 00:14:10 — The Opening Days 00:16:48 — The Line's Steady 00:19:07 — Contested Airspace 00:19:41 — Disruptive Systems 00:21:18 — The Missile Campaigns 00:22:47 — "Traditional Targets" 00:25:53 — A Failure of SEAD/DEAD 00:27:25 — "Unconventional Targets" 00:28:23 — The TB-2 Experience 00:29:40 — The Himars Problem 00:32:40 — The Orlan Problem 00:35:47 — Losses and Statistics 00:37:04 — Confirmed Russian Losses 00:37:50 — Ukrainian Losses 00:39:00 — Resupply and Sustainment 00:40:49 — Western Systems and Their Deployment 00:42:35 — What Has Been Pledged? 00:44:50 — Inventory Problem 00:45:56 — NASAMS and its Significance 00:48:14 — Themes and Observations 00:48:59 — SEAD/DEAD Are Hard 00:50:44 — Drones - The Vulnerable 00:51:28 — Drones - The Problematic 00:53:42 — New Threats, New Defences 00:55:08 — Old Tools, and New Ones 00:56:22 — EWAR & Software 00:57:17 — A Renewed Market 01:00:06 — Conclusions 01:01:26 — Channel UpdateUkrainian mobilisation & force generation - Featuring General Ben Hodges (Ret.)Perun2022-10-08 | Last week we talked about Russian mobilisation and what it might mean for Russian force generation this year and next - and in particular, I noted the fact that it was possible that the problems were resolved and new combat power was generated.
In order to assess what impact that may have on the course of the war though Winter and into 2023, it's important to consider the Ukrainian side of the equation. The Ukrainians have been clear on their ambitions for next year, and set out what they believe their force requirements to be.
So the question becomes - what are those requirements and can they meet them.
In this episode, I explore that question, augmented by excerpts from an interview with the former commander of the US Army in Europe - LTG Ben Hodges (Ret.)
Caveats & Corrections: As stated in the video - I cannot thank Ben Hodges enough for agreeing to participate in this video. He has not reviewed the content of the episode and all views expressed by me remain mine and mine alone.
At one point during this video I say that the US conducted a market survey of firms that could produce 16,000 shells per month - the correct figure is 12,000.
I also refer to the supply of aircraft by Bulgaria. that supply was reportedly of aircraft parts. bulgaria has denied supplying full aircraft from inventory and given it continues to fly its aircraft I have good reason to believe that statement
Sources:
Article by Valery Zaluzhnyi & Mykhailo Zabrodskyi https://www.ukrinform.ua/rubric-ato/3566162-ak-zabezpeciti-voennu-kampaniu-u-2023-roci-ukrainskij-poglad.html
00:00:00 — Opening Words 00:01:40 — What Am I Covering? 00:03:14 — LTG Ben Hodges (Ret.) 00:04:16 — Ukraine Pre-February 00:05:29 — Wartime Evolution 00:07:28 — Force '23 - Ukraine's Military Objectives 00:08:37 — The Force Requirement 00:09:37 — Manpower vs Metal 00:10:46 — Interview pt.I: Ukrn Force Generation 00:11:34 — Interview pt.I: Answer 00:13:23 — Can It Be Done? 00:14:02 — Heavy Weapons 00:14:10 — Warsaw Standard 00:15:47 — Interview pt.II: Equipment 00:16:16 — Interview pt.II: Answer 00:18:51 — Nato Armour? 00:20:56 — Interview pt.III - Nato Armour? 00:21:20 — Interview pt.III - Answer 00:22:33 — Maintenance and Sustainment 00:23:33 — Russia's Own Advantages 00:24:28 — Interview pt.IV: Overcoming Maintenance and Sustainment Challenges 00:24:59 — Interview pt.IV: Answer 00:29:36 — Long Range Capabilities 00:32:12 — Munition & Shell Crisis 00:33:11 — Sustaining the Soviet(+) Systems 00:35:12 — Unconventional Sources 00:35:54 — Iran's Contribution? 00:37:20 — Nato Standard in Quantity 00:38:51 — Feeding The Guns 00:39:32 — Interview pt.V: Feeding The Guns 00:40:16 — Interview pt.V: Answer 00:44:02 — Case Study: US Industry Response 00:45:54 — Case Study: US Ammo Production 00:47:40 — Is Production up to the Task? 00:49:48 — Interview pt.VI: Is the West capable of sustaining Ukraine? 00:50:22 — Interview pt.VI: Answer 00:51:36 — The Force Generation Race 00:52:03 — What About the Russian Effort? 00:52:46 — Interview pt.VII: Russian and Ukrainian Mobilisation Assessment 00:53:10 — Interview pt.VII: Answer 00:54:17 — What About The Russian Effort? - Cont. 00:55:02 — Interview pt.VIII: Likely Failure Point for the Russian Military? 00:55:33 — Interview pt.VIII: Answer 00:59:57 — Who wins the Force Generation Race? 01:00:54 — Interview pt.IX: Final Reflections and Predictions 01:01:21 — Interview pt.IX: Answer 01:04:28 — Conclusions 01:06:42 — Channel UpdateRussian Mobilisation - what does it mean for the war in Ukraine?Perun2022-10-01 | Sponsored by Blinkist: Use the link to start your free 7-day Blinkist and get 25% off a Premium membership: blinkist.com/perun
For nearly seven months, the war in Ukraine was not really regarded as a genuine war by the Russian government. The fighting would be done not by a fully mobilised Russian force, but by regular units, mercenaries, and Donbass conscripts - Russia's own conscripts would stay at home.
But after seven months the result of that complacency was a crushing shortage of manpower to feed Russian frontline units. Ukrainian mobilisation had made good manpower losses and allowed the formation of entirely new units - while the Russian regular army, still undoubtedly a powerful force, found itself overstretched and forced to trust sections of the front to proxies or Rosgvardia.
The results of that policy were obvious during the Kharkiv offensive.
Now, Russia has decided to double down and recommit to war. Announcing mobilisation, enacting stop-loss, and 'annexing' parts of Ukraine.
In this video, I explore why, how it's going, and what the implication may be.
Caveats: All my videos suffer from fog-of-war effects, but this one is especially difficult because it relies on things that are hard to quantify. The morale of Russian conscripts for example, is critical to the impact this mobilisation has, but is difficult to assess from open sources. As such, take my observations in this video as an attempt to surface relevant considerations, rather than any kind of confident or definitive assessment.
I also want to stress that while I focus on some of the difficulties Russia is facing during the mobilisation I want to bring one point home yet again.
Russia may be able to find its feet and generate new units if given time and an absence of battlefield pressure. It would be wrong to write off Russian mobilisation potential - and thus It is reasonable to assess that the importance of Ukraine accumulating additional resources in order to compensate is more vital than it has been in months (in my humble opinion).
Full text of the mobilisation order: https://www.politico.eu/article/text-vladimir-putin-mobilization-decree-war-ukraine-russia/
Many of the DLPR/Russian sources used in this video should be familiar to those on this channel. Given the nature of many of these individuals, I do not directly link their content (and obviously do not endorse their views). But these are easy to find if verification is desired. Often quoted for example is Alexander Khodakovsky, commander of a 'regular' unit of the (now defunct) so called 'DPR.' en.wikipedia.org/wiki/Alexander_Khodakovsky
Again, credit to Rob Lee and others for their work collecting and reporting on Russian obituaries and unit casualty identification. twitter.com/RALee85
Timestamps: 00:00:00 — Opening Words 00:01:40 — What Am I Covering? 00:02:41 — Sponsor: BLINKIST 00:04:20 — The Problem 00:04:48 — Strategic Inputs 00:06:24 — Russia's 'Unused Strength' 00:08:22 — 1GTA: Instructors and Missileers 00:09:26 — Driving Issues 00:09:37 — I1: Casualties and Attrition 00:11:03 — I2: Contract Lapses 00:13:36 — I3: Recruitment Deficit 00:15:46 — I4: Deployment Restrictions 00:16:58 — Bleeding or Just Fading Away? 00:18:12 — Preparation & Denial 00:19:47 — The Announcement 00:21:07 — The Document 00:22:45 — Reality Might be a Bit Different... 00:23:04 — Stop-Loss & Referenda 00:23:15 — Stop-Loss, Russian Style 00:25:07 — Redefining Russia 00:27:36 — Mobilisation 00:27:51 — Russian Reserves/Resources 00:28:12 — What Are the Russian "Reserves" 00:28:50 — Russian Reserve Readiness 00:29:30 — Who is Being Called Up 00:30:52 — Making Quota 00:32:57 — Training Standards 00:35:42 — Training Failures at the Personal Level 00:37:40 — Equipment Standards 00:39:17 — BYO Kit 00:42:14 — Acknowledging Missteps 00:44:26 — Public Responses 00:45:52 — Motivations for Evasion 00:46:45 — Evaluating the Public Response 00:48:11 — Impacts & Questions 00:48:52 — Q1: Training Pipeline 00:52:27 — Q2: Morale 00:54:26 — Q3: Utilisation 00:56:14 — Stabilising the Situation 00:57:51 — Learning from Ukraine 01:00:44 — A Workable Proxy? 01:03:34 — Inflection Potential? 01:05:23 — Towards General Mobilisation... 01:07:18 — More Painful War 01:09:00 — Conclusions 01:11:43 — Channel UpdateUkraines counter-offensives - Seven months from Kyiv to KharkivPerun2022-09-17 | A few weeks ago the Ukraine war was one of attrition and grinding advances, with Russian attacks in the Donbass an Ukrainian actions in Kherson both running into heavy defensive operations.
Then suddenly the Ukrainians launched their operation in Kharkiv Oblast, and within less than a fortnight, the Ukrainians would reclaim more territory than Russian forces had gained in months of bombardment and attrition-driven advances.
The war in Ukraine began with desperate defensive operations by the Ukrainian armed forces and population. Russian forces ended the first days pushing on the Ukrainian capital as the Ukrainians called for anyone capable of holding a rifle to stand up to defend the capital.
Now, it sees Ukrainian mobile units launching exploitation operations and forcing storied units like 1st Guards Tank Army to give up its positions at Izium rather than risk encirclement.
It's a heck of a story, one for the history books - and while it's still an evolving situation and data is thin, I thought it was worth asking three questions.
What the heck just happened, how did it happen, and what does that mean for the war to come?
Caveats & corrections: On certainty: As noted in the video, developing situations like this one are covered in just about the thickest layer fog that one can get. I have done my best using the sources available, but be prepared for some of the details to be contradicted in coming days and months.
On losses: The loss data used in this presentation is incorrectly labelled ' in 7 days.' The figures were updated prior to recording to cover more of the offensive period, but the 7 day marker war not.
On the use of Russian language in Ukraine: At one point I talk about people in the liberated areas greeting Ukrainian troops in Russian. As this is a contentious point I wanted to make clear that I meant that in a majority of the videos I saw, Russian was used. Overall, the Oblast has a diverse linguistic environment, with the distribution between those who use Ukrainian and Russian as a first language varying between cities, towns etc. When I describe Kharkiv as an Oblast that was meant to have Russian sympathies, I mean that from the point of view of the Russian pre-war narrative, not as an objective appraisal.
Timestamps: 00:00:00 -- Opening Words 00:01:20 -- What Am I Covering? 00:01:52 -- Caveats 00:03:28 -- War By The Numbers 00:04:34 -- Inputs To Warfighting Capability 00:05:15 -- PHASE 1: To Kyiv And Back 00:05:25 -- Ukraine Before The Storm 00:07:00 -- Putin's Greatest Gamble 00:07:15 -- Critical Points: The Morale Factor 00:08:06 -- Critical Points: Rallying, Not Running 00:08:45 -- Critical Points: Resupply 00:09:26 -- Inputs & Trends 00:11:09 -- PHASE 2: The Grind 00:11:30 -- Advance In The Donbass 00:12:35 -- The Mobilisation Race 00:14:17 -- Ukrainian Fire Capabilities 00:15:15 -- Bakhmut & Pisky 00:17:53 -- The Kherson Telegraph 00:20:02 -- Clues On Unit Preparation 00:22:24 -- Southern Grind 00:27:28 -- Counter Offensive In The Donbas 00:30:06 -- Numbers & Scale 00:32:18 -- There Is No Panic 00:35:48 -- Confusion & Liberation 00:37:04 -- Rout Or Repositioning? 00:40:05 -- Assessed Control Of Terrain In Ukraine 00:41:30 -- Exploitation, Insult & Injury 00:43:21 -- The Materiel Losses 00:46:12 -- A Story of 1GTA 00:51:02 -- Black Mark On The Russian Air Force 00:52:51 -- The Moral 00:57:18 -- Cracks In Russia? 01:00:26 -- The Manpower Problem 01:04:18 -- It's Not Over Yet 01:06:02 -- Pressure To Slow Down 01:07:02 -- Full Range Of Outcomes 01:08:12 -- Trends, Inputs & Outputs 01:10:19 -- The Winter Race 01:10:39 -- Russian Challenges 01:12:39 -- What Ukraine Requires? 01:16:25 -- Steel Over Blood 01:17:30 -- Final Perspective 01:18:45 -- The Political & Personal 01:21:46 -- Political Mobilisation 01:23:37 -- Conclusions 01:25:06 -- Channel Update
Further Reading/Listening:
Discussed article on Ukraine's prospects and needs in 2023 https://www.ukrinform.ua/rubric-ato/3566162-ak-zabezpeciti-voennu-kampaniu-u-2023-roci-ukrainskij-poglad.html
Russian TV discussing Ukrainian nationality and culture twitter.com/JuliaDavisNews/status/1570073307533156353Naval Arms Exports - How Europe & Asia overtook the US & RussiaPerun2022-09-11 | With the next update on the Ukraine war delayed on account of the the Kharkiv counter-offensive, I thought it would be good to return to some defence economics with a study of global military ship and submarine exports.
When we think of major naval powers, we usually think of the big players. The USA, the USSR/Russia & the PRC - but surprisingly enough, in recent times all of them have sold relatively few of their ships and submarines abroad.
How can it be that major naval powers, with significant military shipbuilding capacity, find themselves in this position? Well thanks to the results of the recent topic votes here and on my Patreon, you get to spend the next 56 minutes finding out.
Maximum possible credit to the Stockholm International Peace Research Institute for making their data freely and publicly available in easy to manipulate formats - it makes covering topics like these much, much easier by providing good, open-source data.
Next week we'll return to Ukraine, but for now, enjoy another dive into defence economics and the arms market.
Caveats: As always - this video includes only my own personal opinions and does not represent financial advice.
SIPRI data is used as the basis for identifying trends in arms exports, and specific trade register data is also used. As discussed, tracking arms sales, and valuing them all in terms of Trend Indicator Value (TIV) to allow more like-for-like comparisons is difficult. SIPRI data may not be complete (not capturing all transactions) and valuations and national attributions may be made more complicated or difficult based on the structure of a particular deal. As such, it should be treated as informative, but not unambiguously authoritative.
Sources: Primary data analysis based on Stockholm International Peace Research Institute Export TIV Registers: sipri.org/databases/armstransfers
US fleet figures sourced from Navy History and Heritage Command: https://www.history.navy.mil/research/histories/ship-histories/us-ship-force-levels.html
Timestamps: 00:00 -- Opening Words 02:28 -- What Am I Covering? 04:09 -- Congratulations Mr. President! 05:24 -- Military Ship/Submarine Exports 06:15 -- What is a Competitive Advantage? 08:10 -- The Competitors 08:16 -- The Soviet Union 10:45 -- Meet Sergey 11:33 -- Ship & Submarine Arms Exports - USSR & USA 1970-89 12:10 -- Collapse of the USSR 13:27 -- Renaissance 14:33 -- The Golden Years 15:24 -- Re-collapse & Modern Offering 16:37 -- What do the Russians offer? 18:16 -- What about the Americans? 20:15 -- Market Decline? 20:38 -- Product Problem 23:30 -- The Shipbuilding Challenge 26:31 -- Détente, Not Decay 28:21 -- Second-Hand Dealer 30:53 -- What do the Americans offer? 31:58 -- Made in Europe? 33:24 -- The EU 5 34:54 -- Germany 36:30 -- France 39:36 -- Spain 40:14 -- Italy 41:55 -- The Netherlands 43:25 -- Integrated Offerings 45:09 -- What do the Europeans offer? 46:47 -- Let's Travel to Asia 46:55 -- Korea's Rise 48:01 -- Naval Tradition in Korea 49:26 -- Meet the Big 3 50:54 -- Growing Export Provider 52:54 -- Conclusions 54:42 -- Channel Update6 Months of War in Ukraine - Economics, Endurance & the Energy WarPerun2022-09-04 | Sponsored by Ground News: Compare news coverage. Spot media bias. Avoid algorithms. Be well informed. Download the free Ground News app at: https://www.ground.news/perun
NOTHING IN THIS VIDEO IS FINANCIAL ADVICE
You asked for a six month update, here it is.
If one thing is clear after six months of fighting in Ukraine, it's that there is little chance of an imminent, overwhelming battlefield victory to end the war.
Instead, the struggle has become (as expected) one of attrition and economics. A question of Russian economic resilience, matched against the will of Ukraine and its allies to carry on the fighting, and Europe's ability to endure rapid and deep cuts in the supply of Russian energy resources.
In this 6 month update on the war, I focus not on the battlefield so much as the politics and economics of the war, and ask the question of how much pain is being inflicted, and if we should expect them to carry on in a way that winning a long war requires.
Sources: Sonnenfeld, Jeffrey and Tian, Steven and Sokolowski, Franek and Wyrebkowski, Michal and Kasprowicz, Mateusz, Business Retreats and Sanctions Are Crippling the Russian Economy Available at SSRN: ssrn.com/abstract=4167193
Timeline of European Sanctions https://www.consilium.europa.eu/en/policies/sanctions/restrictive-measures-against-russia-over-ukraine/history-restrictive-measures-against-russia-over-ukraine/
00:00:00 -- Opening Words 00:01:55 -- What Am I Covering? 00:02:53 -- GROUND NEWS 00:04:27 -- The War and Way Forward 00:04:44 -- A War of Position 00:06:13 -- Look at the Map! 00:07:40 -- How Do You Win? 00:08:23 -- Sanctions & the Economy 00:08:50 -- The Opening Punch 00:10:37 -- Adaptation & The Energy Dividend 00:12:31 -- Where Are We Now? (Officially) 00:13:39 -- Where Are We Now? (Actually) 00:15:43 -- Statistics & Economics Intelligence 101 00:18:57 -- A Moment for Perspective 00:21:21 -- Import Substitution & Demand 00:24:26 -- Capital Flight 00:26:24 -- Stimulus & Reserves 00:29:12 -- What Next? 00:30:34 -- Europe, Ukraine & The USA 00:30:48 -- Ukraine: The War Economy 00:33:14 -- USA: Uncomfortable But Dominant 00:34:53 -- Europe: Holding in There 00:36:32 -- The Energy War 00:36:54 -- Exposed Continent 00:38:22 -- Nervous Beginnings 00:39:43 -- Sanctions: Shots Fired 00:40:59 -- The Squeeze 00:42:19 -- European Response 00:45:27 -- Responses & Options 00:50:19 -- Russian Oil in the Crosshairs 00:54:17 -- The Limits of Coercion 00:58:33 -- The Political Dimension 01:00:33 -- Political Dimension: EU 01:01:56 -- EU Approval Survey 01:02:33 -- Importance of UE Membership Survey 01:03:26 -- Citizens' Positive Image of the EU Survey 01:04:03 -- European Support for Staying the Course 01:05:56 -- Sharp Decline in Favourable Views of Russia 01:08:08 -- American are Hawkish 01:11:38 -- Ukraine & The Will to Resist 01:13:47 -- Ukrainian Determination 01:17:00 -- The Fight Will Go On 01:18:24 -- Conclusions 01:19:59 -- Channel UpdateRussian Arms Exports - Will the Ukraine invasion tank their market share?Perun2022-08-28 | Throughout the cold war, the Soviet Union dominated as a supplier of arms to the world, rivaling, and sometimes exceeding the United States as a source of global arms exports.
With the fall of the Union, the former Soviet arms industry struggled, but the Russian Federation steadily rebuilt its share of the global market, resting on a reputation as a reliable seller of 'rugged, reliable and affordable' weapons to those in the world without the diplomatic alignment, cash, or desire to purchase Western made equipment.
By 2014, Russian arms exports started to suffer reverses, damaged by sanctions and being cut off from industrial integration with Ukraine. But the industry survived.
Then February 2022 came, and an avalanche of import restrictions, banking and financial sanctions were joined with very public images of missile failures, turret tossing tanks, and an under-performing air-force. With the worst marketing one could hope for, this video explores the potential future for the Russian arms export sector, and its vital role in supporting the sustainability of Russian research and production efforts
Caveats: At several points in this video I say "SU-35" when I mean "SU-75" - in these cases the slides referring to the SU-75 Checkmate are correct, I just misspeak.
I also want to note that SIPRI TIV is obviously not a perfect or the only methodology for estimating arms shipments - but the quantity and quality of the available data makes it a good source for use in my opinion.
Regarding "boomerang" faults in SAMs, I want to be clear that in all cases I have seen, including the Saudi one, the missile does not hit the launcher - I use the term because the missile hooks back In the general direction of the launcher but never hits it obviously.
I also want to stress again the difference between reputational damage and performance damage. In this video I make the case that it appears some Russian systems have underperformed - but that evidence is still needed to fully understand the reasons for those apparent failures. The point from an export perspective is that the reputational damage is more clearly taking place.
I am not, for example, saying that the T-72 was not a great tank for what the Soviets needed when it was designed and produced - only that in Ukraine, the vehicle has done its reputation no favours and that is likely to have impacts for the demand for Russian weapons going forward.
Animarchy's video which includes a discussion of Russian IADS youtu.be/ctfkvpTY5DY
Timestamps:
00:00:00 -- Opening Words 00:00:52 -- Kyiv Arms Expo 00:01:45 -- What Am I Covering 00:02:37 -- History 00:02:39 -- USSR - The Arsenal of Everyone Else 00:04:03 -- No Need for Sticks and Stones 00:04:32 -- Russian Industry Post '91 00:05:36 -- Consolidation & Re-assertion 00:07:33 -- Understanding the Arms Market 00:09:02 -- Production Advantage: German Diesel 00:10:48 -- Diplomatic Advantage: PRC & Pakistan 00:11:55 -- What Does Russia Sell? 00:13:02 -- Russia's Market Share 00:14:13 -- Russian Air-Defence Advantage 00:15:49 -- Russian Aviation 00:17:17 -- The Buyers 00:17:32 -- Politics & Relationships 00:19:31 -- Russia's Main Markets 00:20:41 -- African Influence 00:22:11 -- Product-Purchaser Alignment 00:23:34 -- Recent Trends & Decline 00:25:06 -- Recent Trends & Decline: Line Go Down 00:25:35 -- Recent Trends & Decline: Finances & Bottlenecks 00:27:51 -- Impacts of the War-Product 00:28:13 -- Performance 00:29:41 -- Bad Equipment, Bad Plan, or Bad Army? 00:31:08 -- Reputation 00:32:07 -- WHAT AIR DEFENCE DOING 00:33:47 -- Turret Tossing Tanks 00:35:12 -- Easy Marketing 00:36:52 -- Passive Airforce 00:39:19 -- Does reputation matter? 00:40:50 -- Impacts of the War - Risk Factors 00:41:09 -- Production 00:44:35 -- Availability & Integration 00:45:05 -- Delivery & Sanction Risk 00:46:31 -- Case Studies - India 00:48:15 -- Case Studies - Vietnam 00:50:03 -- But is the Industry Stuffed? 00:52:38 -- Don't Count Russia Out 00:57:02 -- Conclusions 00:58:46 -- Channel UpdateChinas Military Modernisation Speedrun - Budgets, Industry, and Purchasing Power ParityPerun2022-08-21 | I think it's fair to say that the days of Moscow being the hub of the world's second most powerful conventional military are at an end. Now, that power rests in Beijing.
The PLA's budget is vastly larger than Russia's but a mere fraction of what the US spends. Despite that, China has gone through an incredibly rapid military modernisation over the last two decades, building new platforms and fielding new technologies so quickly that the gap between its capabilities and the USA has narrowed significantly.
How?
Today I look at the Chinese military budget, industry, and the wonders of purchasing power parity.
Timestamps: 00:00 -- Opening Words 00:07 -- Russia Stronk? 00:41 -- What about the PRC? 01:07 -- Where is all this coming from? 01:39 -- Capability Revolution 02:11 -- What Am I Covering? 03:45 -- Caveats 04:20 -- History 04:23 -- A Revolutionary Army 05:45 -- Contraction and Expansion 07:06 -- Force In Transition 08:21 -- Three Milestones 10:05 -- What's in a Budget? 10:12 -- Inclusions and Exclusions 11:27 -- The Paramilitary Factors 12:23 -- Meet the 中国人民武装警察部队 12:59 -- Chinese Paramilitaries 15:43 -- Inclusions and Exclusions 16:55 -- Building a better budget - IISS method 18:27 -- Getting Closer? 19:12 -- What's a Dollar Worth 22:04 -- Problems with PPP for Military Spending 23:26 -- Creating A defence PPP Index 25:13 -- The Global Picture 27:44 -- Industry 31:10 -- The SOE Problem 33:39 -- Black Holes and Questions 35:47 -- Progress & Momentum 36:06 -- The Spending Balance 37:44 -- Legacy Systems 39:56 -- The Buildup Benefits 41:18 -- Catching up is a curve 42:40 -- Does the line go up forever? 46:53 -- The Closing Picture 47:59 -- Conclusions 49:35 -- Channel Update 50:34 -- Scam Warning
Caveats: At one point I mention that China was the second nation to field a 5th generation fighter with its J-20. That's lazy wording on my part as the F-35 is a multinational project. I hope my intention in that statement was clear.
As always - this video was produced on the basis of imperfect information, though the sources relied on or discussed are largely captured in the source list below.
This video has been produced to help explain the pace of Chinese military modernisation and give some context to how it has managed to rapidly catch up with other powers. It is my hope that it is taken in the spirit in which it is intended.
I accept that this video, out of necessity, simplifies a range of elements, ranging from the interaction between SOEs in the PRC to the specific budgetary arrangements that are in place in China.
In this video I reference a range of methodologies to try and more accurately compare the value of the PRC defence budget with others (such as Russia or the USA). These examples should be considered approximate, and use methodologies set out in the sources below - I do not personally endorse any given method - they are used to illustrate the concepts involved.
Sources: PRC 2019 defence white paper: https://english.www.gov.cn/archive/whitepaper/201907/24/content_WS5d3941ddc6d08408f502283d.html
The known unknowns of China’s defence budget - Frederico Bartels - https://www.aspistrategist.org.au/the-known-unknowns-of-chinas-defence-budget/All manpower, no metal - Ukrainian mobilisation, equipment shortages, and trainingPerun2022-08-14 | Sign up to Morning Brew for free today morningbrewdaily.com/perun - Sponsored by Morning Brew
Previously, I've looked at the way in which Russian force design and political decision-making have left Russian forces with a surplus of heavy equipment, but an inadequate supply of quality infantry.
Today, thanks to a Patron vote, I look at Ukraine's situation. There, the combination of volunteers, popular resistance, and compulsory mobilisation filled the ranks with hundreds of thousands of new troops - but where a shortage of equipment and training has prevented them from realising the true potential of a mobilised, committed nation at war.
Caveats: There are three overarching caveats that I want to put forward on this video - The quality of data on this topic is subject is low and findings generally carry wide error margins - I do not go into great depth about the distinction between the Ukrainian Army, TDF, NGU, and the many other units that are contributing to the fighting. Please keep in mind the impact these distinctions might have as I go through the presentation. - This video is not intended to be, in any way, a slight on the fighting power and spirit of Ukrainian troops. I think calling out the issue of equipment shortages as well as the limitations of the mobilisation system in fact attests to what the TDF, Army, and other forces have achieved given their resources.
There are also some smaller ones on terminology that might be worth mentioning: I use the terms like volunteers and persons 'called up' in a soft fashion. Many of those I describe as 'called up' were called up as a result of voluntary enlistment and registration while largely volunteer formations may include infusions of conscripts.
"Mobilisation" is traditionally associated with the mass call ups of conscripts. The Ukrainian experience is much more of a hybrid, combining popular, spontaneous resistance, the mass enlistment of volunteers, and conscription.
Timestamps: 00:00:00 -- Opening Words 00:01:34 -- What Am I Covering? 00:02:29 -- Today's Sponsor: MORNING BREW 00:03:36 -- Mobilisation - The Concept 00:05:20 -- The Soviet System 00:07:16 -- Ukraine's Reforms 00:09:12 -- The Ukrainian Mobilisation Experience 00:11:22 -- The Opening Callup 00:14:54 -- Evolving Mobilisation 00:17:55 -- Women in Service 00:20:12 -- Demography and Mobilisation 00:23:43 -- Where Are We Now? 00:24:58 -- How Much Materiel Does Ukraine Have? 00:26:25 -- Why I Don't Use Russian MOD Figures 00:28:16 -- Why I Don't Use Russian MOD Figures: The Examples 00:30:01 -- The Base-Loss-Replenish Method 00:33:38 -- Observed Equipment Method 00:34:20 -- The New 00:35:13 -- The Old 00:36:06 -- The Ugly 00:37:21 -- Statements/Observations 00:40:30 -- The Combined Picture 00:42:41 -- A Diverse Army 00:43:20 -- So What Needs To Happen? 00:46:28 -- Training & The Training Issue 00:49:43 -- Resolution Methods 00:51:52 -- Earned Veterancy 00:54:11 -- Scale and Sustainability 00:56:06 -- What Does This Mean? 00:58:18 -- Offensive Readiness 01:00:28 -- Future Potential? 01:01:48 -- Conclusions 01:02:54 -- Channel Update
Sources/References: Ukrainian equipment pre-war: Military Balance 2021 (as always, for consistency)
Statements on enrolment of women in Ukraine (in Ukrainian) ips.ligazakon.net/document/RE37684?an=1 https://www.mil.gov.ua/content/mou_orders/mou_2021/313_nm.pdf
Visual confirmation on equipment use: Various, but particular credit to twitter.com/UAWeapons
Ukrainian mobilisation progress: bbc.com/news/world-europe-62118953Cruise & ballistic missiles in Ukraine - effectiveness, lessons (and are the Russians running out?)Perun2022-08-07 | Russia (and the USSR before it) has always placed great emphasis on its missile and rocket forces. Whether the threat to be countered was NATO aircraft, shipping, or ground targets, the Russian military has always looked to relatively advanced missile systems as the answer.
And so, when the February invasion opened, many observers expected Russia to commence its campaign with a barrage of modern cruise and ballistic missiles, the famous Kalibr and Iskander missiles, destroying Ukrainian command and communications infrastructure. Instead, what followed was a relatively limited campaign the achieved, at best, the temporary suppression of the Ukrainian air forces and air defences.
As the war evolved however, Russia broadened its list of targets and started inflicting a greater toll on Ukrainian targets. For their part, the Ukrainians introduced their own new family of missiles - the GLMRS of HIMARS fame.
In this video I look at that initial missile campaign, the way the campaign evolved subsequently, and what lessons other countries might take from the war to date. I also address the question of sustainability - is Russia running out of these precision munitions, and to what extent do their production facilities have the ability to compensate.
One thing I do want to say as well, is that while I try and take a reasonably detached look at issues like this, I want to make clear that discussing the performance of these systems shouldn't take away from recalling the very real human impact of their use, particularly against civilian targets or in built up areas.
Apologies for the late upload - wasn't well earlier this week and it pushed my recording window back.
Timestamps: 00:00:00 -- Opening Words 00:00:31 -- Russia's Most Feared Conventional Weapons 00:01:57 -- What Am I Covering? 00:02:45 -- Doctrine & History 00:03:03 -- Historic Aerospace Talent 00:04:25 -- Soviet Rocketry and Missile Programs 00:05:42 -- Rocketry as a Response 00:08:14 -- A Rocket and Missile Force 00:09:14 -- Doctrine and Usage 00:10:41 -- The Competing Forces 00:10:58 -- The Cutting Edge 00:13:31 -- The Kalibr Showpiece 00:15:11 -- The Old 00:16:34 -- The Improvised 00:18:47 -- Ukraine - the Old, the New, and yet to come 00:22:08 -- Missile Use In Ukraine 00:22:16 -- The Opening Salvos 00:24:22 -- Escalation 00:25:42 -- Send in the Museum Pieces 00:27:52 -- Note on Targeting 00:30:15 -- The Rebuttal 00:33:13 -- Performance Observations 00:33:28 -- Reliability and Performance 00:36:50 -- Targeting and Accuracy 00:41:18 -- Ukrainian use of GMLRS 00:43:59 -- Sustainability? 00:44:08 -- "They're running out" 00:45:39 -- Evaluating the Thesis 00:49:35 -- Production Capacity 00:52:53 -- So is this Sustainable? 00:54:54 -- Lessons for the others 00:55:03 -- ISR is Central 00:57:14 -- Consumption Rates 00:58:42 -- Capability Requirements 01:01:45 -- Potential Importance 01:03:13 -- Conclusion 01:04:34 -- Channel Update
Sources (incomplete due to late upload, check back in 24-48hrs for more):
Ukrainian and Russian missile strengths: Various (primarily MB 2021 as always)
Russian doctrine on the use of SSMs: https://armypubs.army.mil/epubs/DR_pubs/DR_a/pdf/web/tc7_100x2.pdf
Key Caveat: There is one golden caveat for this one - as coverage of the ongoing war, this video suffers from all the usual caveats around data and source quality. The only people who fully understand the decisions being made in the Ukrainian and Russian HQs are the people who are there. I am just doing the best I can with the information available to me.
All claims here should be treated as speculative in nature, and may well be displaced as additional information comes to light.Defence economics, and the US production advantagePerun2022-07-31 | Sponsored by Ground News: Compare news coverage. Spot media bias. Avoid algorithms. Be well informed. Download the free Ground News app at: https://www.ground.news/perun
Video info:
In some of my earliest coverage of the Ukraine war, I noted that just comparing defence spending between countries was extremely difficult and not all budgets are created equal.
Today following a Patron vote, I'm going to try and unpack that a little more by diving into the world of defence economics and production 101. In doing so, we're going to try and answer some questions.
Why does America dominate the global arms market? How can a 5th generation fighter be cheaper than those decades older than it? And why do so many nations chose to buy in arms rather than build their own despite the fact it leaves them highly reliant on other countries?
Get ready for an "exhilarating" mix of economic theory, budget figures, and many, many stories of countries failing to build a good jet engine and just buying one from General Electric instead.
This video is not financial advice, and I'm not an American, but if you're going to talk about scale in high-tech military production, you have to talk about the US of A.
Caveats: Just because I throw up an image of a system when describing challenges - that does not mean I think whatever I've put on the slides is a bad system. The Avro Arrow was a masterpiece - but it's a good picture of risk because it ended up cancelled and a bunch of resources were wasted for example. Arjun is a good example for competitive advantage because, while India was willing to back it domestically, Arjun 1 had nothing like the export successes of the major players (Abrams, Leopard, and the Russian Ts)
Figures from groups like the AIA are taken and presented as is - I obviously have not independently audited Lockheed Martin's annual report or the AIA facts and figures
As mentioned in the video - I have focused on comparing defence spending to other sorts of defence spending. I am not seeking to do opportunity cost analysis against other forms of spending.
I'm also not arguing for higher or lower military spending in this video, I'm just trying to explain why the impact of a procurement budget is highly contingent on where stuff is manufactured, and things like that.
Timestamps: 00:00 -- Opening words 01:33 -- What am I covering? 02:46 -- SPONSOR: GROUND NEWS 04:20 -- What's in a defence budget 05:56 -- People Costs 07:03 -- System Costs 09:04 -- System Sourcing 09:36 -- Example 1: Bring it in 12:29 -- Example 2: Domestic production 14:58 -- The make or buy decision 16:49 -- The hard decisions 17:58 -- Foreign Import 19:01 -- Kit Assembly 20:28 -- Licensed/local production 22:22 -- Domestic productions 23:07 -- Why not indigenise 23:28 -- Barriers to domestic production 23:56 -- Complexity and cost of entry 27:03 -- Indigenous fighter programs 29:16 -- Manufacturing scale 31:50 -- Development risks 33:59 -- Competitive advantage 36:55 -- Case Study: The US advantage 37:21 -- Dominant consumer & producer 39:59 -- Production costs 41:13 -- Scale 43:17 -- Learning curves 45:03 -- Risk mitigation 46:54 -- Accumulated advantage 49:40 -- American arms ecosystem 52:42 -- A tale of two aircrafts 55:26 -- A question for another time… 55:57 -- Conclusion 57:13 -- Channel updateEnd of the Helicopter? (no) - MANPADS and helicopter losses in UkrainePerun2022-07-24 | Anyone who has watched a Hollywood film knows that helicopters on the big screen seem destined to do only one thing, crash. In Ukraine, that has proven to be the final fate for dozens of helicopters, including some of the world's most modern types.
For these incredibly capable machines, the Ukraine War has been a challenging environment. After a flurry of aggressive use in the opening days (culminating in the assault on Hostomel Airport) the mass introduction of man portable air defence systems and a rush of early casualties seems to have forced both the Russian and Ukrainian attack helicopters into a much more conservative posture.
This raises the question - if a $200,000 missile can shoot down a helicopter worth tens of millions of dollars, what does that mean for the future of the helicopter on the battlefield (and the procurement budget)
In this video I take a look at the rotary aviation side of the Ukrainian war (with a particular look at the Russian KA-52), try to piece together how the tactics have changed, try and explain some of the weirder things we've been seeing, and examine what the losses and challenges mean for the future of these aircraft.
Timestamps: 00:00:00 -- Opening words 00:01:20 -- Not a great war for attack helos 00:02:19 -- How to get this topic wrong 00:03:36 -- What am I covering? 00:04:38 -- Caveats & Preface 00:07:26 -- First days at Hostomel 00:10:36 -- The MANPADS surge 00:12:36 -- Deterioration: March & April 00:15:28 -- Deterioration: May - present 00:18:50 -- KA-52 Losses 00:20:54 -- Strange tactics 00:23:12 -- Pilots/command error? 00:26:03 -- The rocket slinging 00:29:09 -- Chornobaivka 00:32:39 -- "Doctrine" doesn't mean "good" 00:34:05 – Nothing new, helicopters get shot down a lot 00:36:16 -- Novel weapons aren’t novel 00:38:30 -- Evolving enemies 00:42:42 -- A cost problem 00:46:24 -- Survival: Efficiency MANPADS 00:48:35 -- Survival Efficiency: Other threats 00:50:24 -- Offensive efficiency 00:54:05 -- Helicopters are vulnerable 00:58:35 -- Stand-off and survive 01:01:18 -- Tactics and training 01:03:27 -- Consider the mission
01:08:00 -- Conclusion
01:10:50 -- Channel updatePutins closest ally - Could Belarus successfully invade Ukraine (probably not)Perun2022-07-17 | Before February 24th, there probably weren't many Western commentators that would have bet on a post-soviet state of 9 million people taking on a significant strategic role in deciding the fate of Ukraine and European security. But these are strange times, and following a call in the comments of a previous video, I've decided to look at the current (and potential future) role of Belarus in the Russian invasion of Ukraine.
Since Russian troops advanced into Ukraine from Belarusian territory in February, speculation has been rife that Belarusian dictator Lukashenko would send his own troops into battle alongside his Russian allies. Practically ever week brings a new series of articles announcing new mobilisation efforts or exercises in Belarus, and a heighted threat to Ukraine's Northern border.
Timestamps: 00:00 -- Opening Words 00:47 -- What am I covering? 01:37 -- How did we get here? 01:52 -- History 06:24 -- Belarus today 08:27 -- Europe's "Last Dictator" 09:53 -- Lukashenko's hold is not complete 14:22 -- Belariusian involvement 15:59 -- The Maybe Invasion 18:26 -- Hunting for a Casus Belli 20:47 -- The Belariusian Army 21:01 -- The "Good": A lot of metal 24:01 -- The "Oh...": Manpower 28:36 -- Intervention scenario 29:00 -- To Kyiv and victory 29:56 -- Fool me twice... 32:08 -- Serving the artery 33:20 -- Cutting off the hand 37:08 -- A grinding distraction 38:19 -- The question is why? 39:16 -- Why the Hesitation? 39:40 -- Internal Stability 46:36 -- The thing about stability 47:18 -- The economy 49:12 -- NATO response 51:09 -- What is there to gain? 53:38 -- The brief warning: "Crap" doesn't mean harmless 55:43 -- Conclusions 56:57 -- Channel Update
Disclaimers and Caveats: At one point I say "Kyiv, Sumy, and Chernihiv" in reference to cities that are along the "Belarusian front." That's just force of habit from describing cities threatened during the early phase of the war. It would be more accurate to say that Kyiv and Chernihiv are on the Belarusian facing front, Sumy obviously isn't.
I gloss over the importance of Belarus' military industry - Russia is in fact dependent on Belarus for some critical inputs into some of its most sensitive military hardware.
I want to stress again that I have nothing against the people of Belarus - this video is merely an attempt to illustrate the weaknesses the Belarusian military would have to overcome to be genuinely effective in an offensive operation
The section on potential NATO responses should be taken as illustrative, and not a prediction that NATO would resort to any particular policy response or 'harassment' tactics in the event of a Belarusian offensive. It is instead intended to illustrate the vulnerability of the plan to potential escalatory (or debatably escalatory) responses.Outgunned - Artillery & The War in Ukraine - Developments, lessons, & logisticsPerun2022-07-10 | Sponsored by Private Internet Access: privateinternetaccess.com/Perun
**As always - check pinned comment for any additional caveats or comments**
We've talked a lot about the weaknesses of the Russian army in the past, including the difficulties it has faced attempting a war of rapid maneuver in February and March and bringing sufficient infantry forward to support its armoured vehicles.
But one very clear strength of the Russian military is is artillery corps. Russia has guns, lots of guns, and deep stocks of ammo leftover from the old Soviet Union.
In this video we explore the pre-war Russian and Ukrainian artillery forces, look at the way the artillery war has evolved to date, how logistics may impact the sustainability of both forces going forward, and what lessons forces around the world might (tentatively) take from the war so far, based on the information in the public domain.
Timestamps: 00:00:00 -- Opening words 00:00:56 -- Sponsor: PRIVATE INTERNET ACCESS 00:02:14 -- What Am I covering? 00:03:32 -- The competing forces 00:03:38 -- Russia - An Artillery Army 00:06:40 -- Russian Artillery: Cutting edge stuff 00:07:48 -- Russian Artillery: Most is good old soviet artillery 00:09:00 -- Russian Artillery: Most is good old soviet artillery 00:11:07 -- Guns of Ukraine 00:12:47 -- NATO support 00:14:37 -- Artillery in Ukraine 00:14:47 -- The road to Kyiv 00:17:39 -- Shift Towards Static Warfare 00:19:43 -- How the artillery battlespace was born? 00:23:45 -- Russian Artillery usage 00:25:23 -- Weight of fire 00:27:25 -- Ukrainian artillery usage 00:29:29 -- The Himars Effect 00:31:32 -- The Depot Blitz 00:33:28 -- Drone spotting 00:36:24 -- From the Front: The Donbass 00:37:44 -- From the Front: Kherson 00:38:33 -- From the Front: Izium 00:39:59 -- Ammunition and sustainment 00:41:00 -- Barrels and lifespan 00:46:19 -- Accuracy matters 00:52:17 -- Russian Ammo 00:55:33 -- Ukraine’s (old) ammo 00:58:29 -- Ukraine’s (new) ammo 01:01:42 -- Early lessons 01:02:24 -- Ammunition consumption 01:06:04 -- Sensor fusion & transparent battlespace 01:09:24 -- Is NATO outgunned 01:11:30 -- A plan for contested airspace 01:14:42 -- Range, Range, Range 01:15:59 -- Conclusions 01:19:13 -- Channel update
When Russia launched its February 24th invasion of Ukraine, Germany was one of the nations that experienced a dramatic, near overnight political shift.
Germany turned its eyes to rearmament after decades of reduced defence spending, while outside commenters criticised the limited number of heavy weapons the great Central European industrial power was able and willing to provide.
The reality is that Germany's military is both one of the best funded in the world, and also one of the least prepared for action with much of its military reduced to scrounging from other units while equipment is out for maintenance. It is a military hampered by deep budgeting and procurement difficulties that have caused its readiness rates and equipment to run down to dire levels.
German defence industry is among the world's best. It's capable of developing world beating products (especially when working with other European powers) but it operates at production levels, and in a procurement environment, that mean it has often been foreign militaries, not the Bundeswehr, that benefit most from German military-industrial potential.
In this video, I go through some history of how the Bundeswehr came to be so run down. I go after the myth that the Bundeswehr has been poorly funded (there's both a yes and no answer there) and go through some of the reasons I think Germany's planned 100 billion Euro equipment spend could go horribly wrong if proper reforms and plans aren't put in place.
To my German viewers, please take this as the friendly (if often critical) view of an ally across the sea.
Sources or resources: Report on material readiness in the Bundeswehr 2021 https://www.bmvg.de/resource/blob/5325364/11a1d50cce70b7b1a8307adc16991f4d/download-bericht-zur-materiellen-einsatzbereitschaft-2-2021-data.pdf
The BAAINBw CPM guidelines (in English) (Only for the very dedicated) https://www.bundeswehr.de/resource/blob/1718386/d21a4f590da15adad3aecd560f3cc5cc/cpm-en-data.pdf
More relevant procurement rules and regs (again, for the dedicated) https://www.bundeswehr.de/en/organization/equipment/contract-award/foundations-of-procurement
German ambition to make the Bundeswehr the most effective army in Europe: https://www.rnd.de/politik/reaktion-auf-russischen-krieg-lindner-will-bundeswehr-zur-wirksamsten-armee-europas-machen-OR2OM2P5ILDKD7IZMKNQ77B44A.html
slightly better stamp, I've dropped them in the comments for now: 00:00:00 -- 00:00:54 -- What Am I covering?
00:02:20 -- Hey Germans
00:02:59 -- History 00:06:13 -- Cold War Germany - West 00:07:37 -- Cold War Germany - East 00:09:31 -- Armee der Einheit
00:12:09 -- The broken Bundeswehr 00:12:26 -- Germany and France comparison 00:16:45 -- Scrounging and minor ambitions
00:19:16 -- German Advantages 00:19:42 -- German Advantages: German Industry 00:21:55 -- German Advantages: The Sharp Edge
00:23:35 -- What's going on? 00:23:51 -- Where does the money go? 00:26:39 -- The capitalisation issue
00:29:42 -- Procurement 00:30:16 -- Procurement disasters 00:32:16 -- Focking it up 00:36:42 -- The aggregate picture 00:37:56 -- Financial horizons 00:39:16 -- Defence investment is long term
00:51:50 -- 100 billion euro 00:52:21 -- Zeitwende
00:54:50 -- The Dangers 00:56:40 -- Stage 1: The gold rush 00:59:02 -- Stage 2: The cracks 01:00:32 -- Stage 3: Strangulation 01:02:51 -- Stage 4: gold plate & decay
01:04:52 -- How to make it work? 01:09:32 -- How to make it work? The social and political change
01:12:09 -- And what of UkraineMyths & Claims of the Russia-Ukraine War - Claims, Feints, and BioweaponsPerun2022-06-26 | In the chaos of the Ukrainian information war, we've seen all sorts of outlandish (and some credible) claims surface regarding the war and its progress.
For weeks, the most requested topic from my Patrons and coming in by email to look at some of those claims, ranging from the wacky to the reasonable, and to cast a critical eye on the way the war has been covered in its first four months.
At their request, I'm going to have a look at some of the various claims that have come up, and put forward comments on some of the most pervasive ones (especially those that were nominated multiple times). Because I'm trying to cover a lot of ground, don't expect the same level of deep-dive detail as normal, but hopefully we can have some fun with it.
Coverage by Colonel Markus Reisner of the Austrian Armed Forces including observations regarding stress and equipment of Ukrainian TDF in the Donbass youtube.com/watch?v=RpC1kXhW2Lw
Sponsor: I'm incredibly lucky to have a returning sponsor, Ground News. Compare news coverage. Spot media bias. Avoid algorithms. Be well informed. Download the free Ground News app at: https://www.ground.news/perun
Timestamps: 00:00:00 -- Mythbusting the Russia-Ukraine War 00:00:35 -- What Am I Covering 00:02:34 -- Sponsor Segment - GROUND NEWS 00:03:55 -- The Crazy & Conspiracies 00:04:06 -- The Crazy & Conspiracies: The Biolabs 00:05:43 -- The Crazy & Conspiracies: The Biolabs - The "evidence" 00:08:19 -- The Crazy & Conspiracies: The Biolabs - The Genius plan 00:10:23 -- The Crazy & Conspiracies: Nato Special Forces in Ukraine 00:12:09 -- Economics: German Aid 00:14:30 -- Economics: all of the Ukrainian economy is in the Donbass 00:18:10 -- Battlefield matters 00:18:16 -- Battlefield matters: "Cannon fodder" and casualties 00:21:40 -- Battlefield matters: Aces and super heroes 00:23:48 -- Battlefield matters: Media Coverage 00:23:58 -- Battlefield matters: "Game changers" 00:27:19 -- Battlefield matters: Every day is change? 00:28:52 -- All according to plan? 00:29:29 -- All according to plan - Russian war aims 00:30:32 -- All according to plan - Assessing the goal 00:31:54 -- All according to plan - Kyiv was a feint? 00:33:44 -- All according to plan - The Donbass is a feint? 00:34:35 -- All according to plan - The war is a feint? 00:39:33 -- All according to plan - A Bad Plan 00:42:05 -- All according to plan - Is the war going according to plan 00:47:13 -- All according to plan - Just look at the map 00:50:40 -- All according to plan - The Narrative 00:54:12 -- What Am I Saying? 00:56:55 -- Expectations 00:59:16 -- Conclusion 01:00:41 -- Channel update
Caveats and corrections: At one point I refer to German aid 'per capita' rather than 'as a share of GDP' I also refer to US WW2 dead figures without clarifying that the cited figure is 'combat' deaths.Two Economies at war - Russia and Ukraine after 100 days of sanctions and shellingPerun2022-06-19 | Sponsored by Blinkist: Use the link below to start your free 7-day Blinkist and get 25% off a Premium membership: blinkist.com/perun
** Apologies for the iffy sound-quality and double-upload on this one, my regular editor is travelling so I've done the best I can**
When Russia commenced its invasion of Ukraine on 24 February, the West responded with a harsh regime of sanctions and measures that were intended to deeply wound the Russian economy.
Now, more than 100 days on, it's hard to find consensus over exactly how well those measures are working. Some will tell you that Russia is on its knees, incapable of carrying on the war much longer, while others will insist that it's Ukraine and Europe that are about to break.
In this video I look at the sanctions measures that have been imposed, what impact they've had, and try to assess how well the Russian and Ukrainian economies are holding up, and what may be next in store as the fighting (and economic pressure) continues.
Timestamps 00:00:00 — The Price of War II: Economics of the Russo-Ukraine War
00:00:39 — Sponsor Segment: BLINKIST
00:01:57 — What Am I covering?
00:02:59 — War is expensive: Opening Words 00:03:30 — War is expensive: Peloponnesian War 00:04:20 — War is expensive: WW1 00:04:48 — War is expensive: The War on Terror 00:05:09 — War is expensive: The Russo-Ukraine War & be careful with expenditure figures
00:07:27 — The Russian economy: Opening Words 00:07:39 — The Russian economy: Headline details 00:09:54 — The Russian economy: Sanctions 00:12:11 — The Russian economy: Restricting Russian exports 00:13:47 — The Russian economy: The Hydrocarbon Money Cannon 00:14:57 — The Russian economy: The issue with energy sanctions 00:17:33 — The Russian economy: The Long term challenge 00:19:32 — The Russian economy: Let's talk Roubles 00:23:26 — The Russian economy: Restricting imports 00:25:21 — The Russian economy: China, India & Sanctions 00:29:58 — The Russian economy: Industrial impacts 00:33:20 — The Russian economy: The private sector is vulnerable 00:35:27 — The Russian economy: Poverty Rising 00:37:19 — The Russian economy: “The Two Economies” 00:38:02 — The Russian economy: Where to from here for Russia?
00:40:40 — The Ukrainian economy: Health Check 00:42:17 — The Ukrainian economy: A Wartime economy 00:43:21 — The Ukrainian economy: Sustainability
00:46:06 — The resilience of Industrial states: Economic Collapse? 00:47:48 — The resilience of Industrial states: WW1 period France
00:51:04 — What about the world? Europe 00:54:00 — What about the world? The Wider World
00:55:49 — The Conclusion
00:57:17 — Rebuttal of the week
01:00:42 — Channel UpdateAll metal, no manpower - Russian infantry shortages and mobilisation in UkrainePerun2022-06-12 | When we think of Russia, we tend to think of the great "Russian Steamroller" of the Russian Empire or Soviet Union, with their enormous (by European standards of the time) populations and huge potential to throw large numbers of troops into battle.
But, and I know I say this a lot: Russia is not the Soviet Union.
The Russian invasion of Ukraine is not the kind of conflict the Russian army has prepared for. The army is being asked to fight at essentially peacetime strength, leaving behind its conscripts and not calling up the larger class of its reserves.
That has left the Russian army short staffed and, critically, lacking infantry to support the number of tanks and armoured vehicles it has deployed. How that has influenced the fighting is uncertain, but it does seem to have contributed to the loss of unsupported armour, and a real difficulty in taking urban and fortified areas. In their place, Russia has inserted national guard troops, mercenaries, and huge numbers of proxy-forces from the DPR and LPR.
In this video we look at the importance of infantry, even on a battlefield dominated by advanced vehicles and systems, examine the roots of the Russian deficit, and also have a look at how Russia is trying to get around this issue.
In doing so, we're also going to tackle a number of myths and questions regarding Russian manpower in Ukraine. Ever wondered how Russia can apparently outnumber Ukraine in the Donbass despite Ukraine mobilising reservists or why people claim there are tends or hundreds of thousands of conscripts with WW2 equipment fighting for Russia?
We're going to talk about the Donetsk and Luhansk People's Republics, and try to answer some of those questions.
I will not be covering Ukrainian mobilisation this episode, if only because it has its own, almost diametrically opposite strengths and weaknesses and a totally different force design behind it.
My thanks to the many sources covering this topic - particularly the venerable Michael Kofman whose work on Russian force structures was critical to this piece.
00:00:00 -- The image of military power 00:01:48 -- There are questions to be asked 00:02:59 -- The contention: The Russian Army has too much metal and not enough grunts 00:03:29 -- What am I covering? 00:04:32 -- The jobs only infantry can do 00:08:30 -- The jobs only infantry can do: Armies do know it, including the Russian Army
00:10:51 -- Where are the Russian infantry? 00:13:24 -- Where are the Russian infantry? Issue 1: the Russian Army is too small 00:16:03 -- Where are the Russian infantry? Issue 2: Mobilisation 00:17:11 -- Where are the Russian infantry? Issue 3: Undermanning 00:18:27 -- Where are the Russian infantry? Issue 4: Over-Armouring 00:20:02 -- Where are the Russian infantry? Issue 5: Organisation (Private Conscriptovic returns) 00:22:40 -- Where are the Russian infantry? Issue 6: Early losses 00:24:46 -- Where are the Russian infantry? Recap
00:26:52 -- Russian Solutions: Shadow Mobilisation 00:28:16 -- Russian Solutions: The TikTokers and the Wagner Group 00:29:13 -- Russian Solutions: Training unit cannibalization 00:31:28 -- Russian Solutions: The Donbass Proxy forces
00:31:43 -- The Donbass Proxy Forces: What are the DLPR (DPR/LPR)? 00:33:26 -- The Donbass Proxy Forces: Disclaimer on DPR/LPR sources 00:34:59 -- The Donbass Proxy Forces: Pre-war forces & subsequent mobilisation 00:36:41 -- The Donbass Proxy Forces: Verification & Numbers 00:37:52 -- The Donbass Proxy Forces: Training 00:40:04 -- The Donbass Proxy Forces: Equipment 00:43:11 -- The Donbass Proxy Forces: Are they the Cannon Fodder?
00:46:03 -- What Russia needs vs what they have 00:47:07 -- The discrepancy between the Russian narrative and and use of DLPR forces
00:47:55 -- Why does this matter 00:49:58 -- Sustainability
00:51:33 -- Channel UpdateUkraines vital ally - Why Poland matters in the Russian-Ukrainian warPerun2022-06-05 | It's easy to think of the invasion of Ukraine through the lens of cold-war American-Russian competition, with Washington having been one of the first to announce substantial weapon shipments and financial support for Ukraine from February onward.
But support for Ukraine has been a pan-European affair, with some nations going to extraordinary lengths when contrasted with their limited resources. The Baltic and many Eastern European nations stand out in this regard for the willingness they've shown to dig deep into their military reserves in order to get hardware into Ukrainian hands.
In terms of volumes for key heavy equipment like tanks and mobile rocket and artillery systems, Poland stands out as a critical source. Warsaw has emerged as one of Ukraine's staunchest advocates, shipping tanks by the hundred, and allowing its territory to be converted into a logistical hub while opening its doors to Ukrainians by the millions.
In this video I try to give historical context to Poland's decision to throw its resources behind Ukraine and put focus on what this nation, with an economy nominally the size of New Jersey's (ppp-aside), has done to keep the Ukrainian army fighting while preserving the lives and wellbeing of millions of Ukrainian civilians.
Timestamps: 00:00:00 – For our freedom and yours: Poland and the Ukraine War 00:00:57 – Ukraine's most important allies (by GDP figures) 00:01:33 – America has limits 00:02:48 – What am I covering? 00:03:29 – History of Polish-Russian relations 00:04:18 – History: Destruction of the Polish–Lithuanian Commonwealth 00:08:03 – History: Partition and occupation 00:10:26 – History: “The Red Flag” - the Polish-Soviet war (1918) 00:11:27 – History: “The Red Flag” - Soviets are back (1939) 00:13:42 – Poland's strategic situation 00:15:10 – The Stakes for Poland 00:17:06 – Poland's Support: Civilians 00:19:43 – Poland's Support: Arms 00:21:02 – Poland's Support: Armoured Vehicles 00:22:28 – Poland's Support: Small Arms 00:24:44 – Poland's Support: Artillery & Ordnance 00:27:03 – Poland's Support: Scale 00:28:28 – Poland's Support: Logistics 00:32:36 – Russian retribution 00:34:07 – Why does all this matter 00:37:12 – What could have been 00:39:39 – Poland's Military transformation 00:43:03 – Poland's post-war possibilities 00:46:43 – Summary 00:48:13 – Channel updateHow Corruption Destroys Armies - Theft, Graft, and Russian failure in UkrainePerun2022-05-29 | On paper, Russian military modernisation should have produced a force that could overmatch the Ukrainian army. For more than a decade, funds for modernisation were allocated to State Defence Orders for everything from next generation aircraft and tanks, to new communications and battlefield control systems.
Russian R&D did its part (mostly), turning out systems that won attention and praise at trade shows, while commentators steadily built the Russian army up as an example of a dangerous foe that proved you could achieve more with less in the military procurement space.
Then they invaded Ukraine, and the image was shattered. I've previously explained this by looking at the Russian Defence budget and their priorities in the lead up to the invasion, but in doing that I refrained from focusing on one key issue.
Corruption in Russia is endemic, corruption in the Russian defence sector (like many around the world) is a catastrophe. From the highest levels of procurement fraud, down to the level of the enlisted personal hawking diesel, copper, and even explosives for petty cash, corruption has been a constant thorn in the side of all efforts to modernise the Russian army and mould it into an effective fighting force.
In this video, I try to take a somewhat light hearted look at how corruption in a military context can (and sometimes does) work, citing examples of actual cases and using hypotheticals to demonstrate the kinds of actions that can rot an institution from head to tail. For those of you in countries that face this problem, it should all seem a little familiar.
Examples are taken from the sources listed below and I make no independent representations on the veracity of any claims. I don't know exactly how much is stolen from the Russian defence budget, I doubt anyone does. But what I can do, is help us understand how a nation capable of producing some of the most advanced defence equipment in the world would be running out of fuel on day 3, and be rolling out museum piece tanks less than three months into a major conflict.
Sponsor: I am fortunate enough to have a sponsor for this video, Ground News Compare news coverage. Spot media bias. Avoid algorithms. Be well informed. Download the free Ground News app at: https://www.ground.news/perun
A majority of proceeds will be directed to the Australian Red Cross Ukraine appeal, which supports Ukrainians displaced by the war. https://www.redcross.org.au/ukraine/
Key sources: Corruption in the Russian Defence Sector (Beliakova and Perlo-Freeman) https://sites.tufts.edu/wpf/files/2018/05/Russian-Defense-Corruption-Report-Beliakova-Perlo-Freeman-20180502-final.pdf
Timestamps: 00:00:00 -- The military Russia wanted us to see 00:01:10 -- Meet Sergei 00:02:11 -- What Am I Covering 00:02:44 -- Sponsor Segment 00:04:11 -- Caveats 00:05:48 -- Corruption in the Russian military 00:07:31 -- What does corruption look like & understanding corruption 00:08:17 -- Corruption at Senior Political Leadership level 00:09:28 -- Corruption at Senior Political Leadership level – who you know 00:11:15 -- Corruption at Senior Military Leadership level 00:12:45 -- Corruption at Senior Military Leadership level – Story of Battlecruiser Pyotr Veliki (Peter the Great) 00:15:03 -- Corruption at lower commanders level 00:16:23 -- Corruption at supply officer level 00:17:57 -- Corruption at "Private Conscriptovic" level 00:18:53 -- How to corrupt an Army 101 – a worked example 00:19:02 -- How to corrupt an Army 101 – phase 0: R&D 00:20:20 -- How to corrupt an Army 101 – Phase 1: Procurement 00:21:49 -- How to corrupt an Army 101 – phase 2: production & ordering 00:23:17 -- How to corrupt an Army 101 – phase 3: supply phase 00:24:24 -- How to corrupt an Army 101 – phase 4: the unit level 00:26:19 -- How to corrupt an Army 101 – Phase 5: the front 00:27:50 -- Why is it so damaging 00:28:03 -- The economics of corruption 00:28:43 -- Not all corruption is "theft" 00:30:07 -- It can destroy research & industry 00:31:42 -- Cultural corrosion 00:33:10 -- Asymmetric cost/benefit 00:35:57 -- The Critical Gear 00:38:54 -- Why are militaries so vulnerable to corruption 00:39:06 -- Public attitude 00:39:53 -- Hierarchy 00:41:34 -- Secrecy 00:43:39 -- Invisibility 00:47:48 -- How to deal with corruption – mechanics and processes 00:50:23 -- Culture
00:52:36 -- Summary
00:54:32 -- Channel updatesRussias greatest defeat? Finland and Sweden joining NATO and what it means for EuropePerun2022-05-21 | When Russia invaded Ukraine, one of the reasons cited was the need to 'demilitarise' Ukraine and prevent the expansion of NATO.
In doing so, it convinced the nations of Finland and Sweden to break with long traditions of non-alignment with military alliances (and strong public support for that stance) and apply to join NATO.
In some ways, this must seem like a natural step. Both Finland and Sweden are members of the EU and NATO partners, which hardly made it unclear which side of the metaphorical iron curtain they favoured. There's also reason to suggest this might not change as much as some networks are suggesting, with both nations expressing their lack of desire for permanent NATO bases in their territory or any sort of nuclear weapons sharing.
But in other ways, this move is a tremendous boost to NATO and a disastrous strategic reverse for Russia.
In this episode, I look at the history of Swedish and Finnish neutrality (and shift to non-alignment in the post cold war era), examine what these two nations would bring to NATO, and what that means for Europe, Russia, the USA, and global peace and security.
I want to stress that while I talk about the relevance of these new NATO members in the context of certain military scenarios that have appeared on Russian TV, I don't believe any of those are at all likely. They're used because they help illustrate the point, and because when something appears on Russian TV, you can't argue that there's zero chance of that being on the Kremlin's bucket list.
Also, because I'm aware the word is used differently around the world, please note that when I'm using the term 'liberal' in reference to the post-war order, I'm referring to the system of institutions, rules, and norms the victorious powers put in place after WW2 rather than any contemporary politics.
I'd also ask you to check the pinned comment regarding the question of how large the Swedish army is and what to include or not include in that figure.
Russian TV discussing invasions (anti-Russian posters, but Russian content) I can't get the original Rossiya 1 clips: * twitter.com/i/status/1506283895771348994 * youtube.com/watch?v=Q5IBevEpVoQ&t=69sIs NATO running out of weapons to supply Ukraine? (no)Perun2022-05-17 | This war has produced some truly interesting takes - so many that I'm already planning my next myth-busting video as we speak.
But one recent one stood out as as both particularly strange, and also as a good opportunity to discuss a serious topic. Recently a number of media organisations ran stories suggesting that the shipment of American missiles to Ukraine were dangerously depleting American supplies to the point where urgent measures are necessary or American security would be threatened.
So yes, I'm going to deal with the idea that sending Stingers to Ukraine is a danger to the USA, but I'm also going to talk about how deep American weapon stocks are, what it means to have your security threatened, and why America probably shouldn't rush to crash-manufacture Stingers just because they're finally using the ones that were in storage. Defence procurement decisions have lasting impacts, and while the decision to ramp up Javelin production is an obvious one, I think we should be wary of the idea that Stinger should be resurrected without other options being considered.
This is a shorter video that serves in a stand-in while I edit and re-record the longer video that was originally scheduled for this time (if I'm going to talk about Poland, I want to do it justice). And because I wanted to hold off the video on Finland and Sweden joining NATO until they had formally applied for membership (so expect it soon).
Thanks as always for watching and supporting me and the channel.
Timestamps: 00:00 INTRODUCTION 00:25 What is this??? 01:13 What am I covering?
01:43 WHAT'S THE CLAIM? 02:25 Is any of that true? 03:34 Should the West panic? 05:39 Should the West panic? - replacement
06:31 US ARMS STOCKPILE 07:30 That's a lot of metal 07:48 And the real reality check 08:55 There is more than one way to kill a tank 09:37 Direct and indirect substitution 10:50 There is more than one way to kill a tank (cont.) 11:13 America is armed
12:26 WHAT ABOUT EUROPE? 14:54 Impact on Euro forces 16:01 Expenditure is not one sided 17:29 Expenditure is not one sided - UA isn't just throwing these things out
19:01 SO WHAT NEXT? 21:15 _CHANNEL UPDATE_Lend Lease 2.0 - Will it be Ukraines Arsenal of Democracy?Perun2022-05-11 | Please see the pinned comment for updates and corrections
Lend-lease was one of the pivotal factors in the second world war. It was a mechanism by which the United States shipped tremendous quantities of everything from boots to bullets in order to keep Britain, the USSR, and the other allies in the fight.
On May 9th, President Biden signed an Act bearing the lend-lease name into law, taking on the authority to loan defence articles (that's a fancy way of saying militarily useful stuff) to Ukraine.
Journalists across the internet have been quick to herald the Act as a game changer, one which will fundamentally transforms the flow of assistance to Kyiv.
I'm not so sure.
In this video, I look at what the modern lend-lease Act actually does, assess its significance, and then focus on some of the lesser known, and altogether less dramatic mechanisms that are being used to authorise the ever growing flow of US money and weapons supporting Ukraine.
I'm also rather proud I managed to get the video under 30 minutes. The side effect of that is that I do not have time to delve into each of the individual pieces of legislation discussed. My descriptions of how foreign military financing work for example are necessarily simplistic, but I've tried to make sure the basics of what you need to know are here.
00:00 Introduction 00:40 The buzz around Lend-Lease 01:58 What am I covering 02:35 Historical Lend-Lease was a game changer 04:51 What doesn't it do? 06:03 What does it actually do? 06:52 Condition 1 FAA 1961 07:22 Condition 2 AECA 08:29 So does Lend-Lease matter 10:27 Existing rules 12:56 The "$30B" 15:09 The "$30B" — Analysis 17:26 The debt trap myth 19:45 So where to next? 22:45 So where to next? — Personal view 23:38 Does Lend-Lease have a role? 26:10 Summary 28:20 Close outCalling Russias nuclear bluff - Russian nuclear doctrine & the Ukraine warPerun2022-05-03 | I survived COVID, let's talk about nuclear war.
Russia's nuclear threats, and warnings of potential nuclear war growing out of the Ukraine invasion, make for great headlines - but how much substance actually sits behind those threats?
Nothing triggers fear quite like the prospect of a world ending nuclear exchange, but that doesn't make the hype true. While we can't relax entirely (the risk isn't zero), I think we can afford to stop hyping the risk of WWIII quite so much, at least for now. So if you'd like some reverse clickbait where I explain why you probably shouldn't be that afraid, let's get into it.
In this video, I take a look at what Russia's been doing that has caused so much concern around the world, both in terms of demonstrating new weapons and issuing warnings and threats. Then I dive into Russian doctrine around nuclear weapons use, as well as the reality of the nuclear taboo, in order to determine how great the actual threat of Russian nuclear weapon use is.
Finally, I talk a bit about what other nations can do if they're determined to avoid any breach of the nuclear taboo, and keep Russian warheads locked up in their storage bunkers where they belong.
A caveat as always that I am not a nuclear strategist by trade, but there are a number of good talks and articles out there if you would like to know more. I come at this from the perspective of someone who has studied and written on cold war era.
I rely on a number of documents in this piece, a few key ones are listed below:
The Russian Basic Principles of State Policy of the Russian Federation on Nuclear Deterrence - a number of sites host English translations
I found "Nuclear Signalling Between NATO and Russia" by Rear Admiral John Gower, former Assistant Chief of Defence Staff (Nuclear & Chemical, Biological) to be an easy read among the papers I looked at preparing for this presentation - though admittedly his work predates the 2020 basic principles. jstor.org/stable/pdf/resrep22136.pdf
Timestamps: 00:00 Introduction 01:02 Nukes and the media 02:09 But hold up a moment 02:28 What am I going to cover? 03:33 TLDR 04:40 Caveats
05:28 WHAT IS RUSSIA DOING? 05:34 Capability demonstration 06:21 Rhetoric 07:10 Capability development 10:21 So who is the audience?
11:50 DOES NUCLEAR COERCION WORK? 12:02 Historically? No 14:30 Nuclear taboo 16:34 A simple example
18:59 RUSSIAN NUCLEAR DOCTRINE 19:08 Doctrine and declaratory strategy 20:03 Why should we care? 21:34 Lavrov quote 21:58 Putin the nuclear warmonger? 25:32 Historical perspective 28:17 The 2020 statement 29:39 The four reasons 32:11 "Escalate to de-escalate"
33:48 SO WILL THEY USE NUKES? 34:10 No doctrinal use case 35:03 Russian media control to the rescue 36:15 No military utility 37:14 Likely response
39:24 WHEN MIGHT NUKES BE USED? 39:39 Nuclear use case?
42:03 HOW DO YOU PREVENT USE? 42:11 Signal and deter
44:30 KEY TAKEAWAYS
47:33 CHANNEL UPDATEUkraine vs Russia - Who wins a war of hardware attrition?Perun2022-04-22 | Description: Continuing on from our look at the relative economic power of Russia as compared to Ukraine and its supporters in NATO, today I look a little more at the question of military equipment resupply specifically.
I try to break down the scale of the Russian army's equipment reserve and contrast that with the way we have seen, and can expect to see, the resupply effort evolve on the Ukrainian side of this fight.
I also look at the military industrial capability that sits behind these powers, and the role it might play in the event this conflict stretches to be a matter of months and years, rather than weeks.
I want to stress that this video is not a prediction of a long war, I make no prediction on that point, it's just an attempt to continue looking at a question I have not seen covered in great depth - how might this war evolve if the conflict does go on.
NATO Expenditure data and definitions can be found here: https://www.nato.int/cps/en/natohq/news_193983.htm
Corrections: Since recording this video, I've fallen sick and can't record addenda without holding the release process up, so I include one correction here.
While I reference statements by the US DoD that Ukraine has been supplied with entirely new aircraft (not just parts), those statements have been subsequently retracted. The current line put out by the USA and Ukraine is that, as of the 20th of April, Ukraine has not been supplied with any new fighter aircraft or airframes of that kind.
Contact Email for news and information submissions: perunsubmissions@gmail.com
00:00 Introduction 00:40 Where are we now? 01:46 A note on the coming offensive 02:55 War is not just a question of materiel 03:47 But materiel is important – particularly in conventional conflict 04:57 How am I going to cover the materiel question? 05:33 Phases of materiel use 06:47 The Russian position 09:34 Russian endurance hinges on reserved equipment 11:23 Russian reserves are deeper than Ukraine's 12:19 Ukraine is not alone 13:24 And that's an issue if this goes long 14:36 Resupply – the limiting factors 16:15 Equipment is not "capability" 17:49 POTENTIAL PHASES OF MATERIEL RESUPPLY 18:55 Phase 1 – Going at it alone 19:34 Phase 2 – Shouldering the burden 21:08 Phase 3 – From Warsaw with Love 24:42 Phase 4 – NATO standard 27:58 Phase 5 – Take it to scale 28:22 PRODUCTIVE CAPACITY — Assessing productive capacity is hard 29:54 The Russian defence industry 31:50 Challenges for Russian defence 34:12 Challenges for Russian defence (pt.2) 35:43 What about NATO? 36:59 So what about our factors? 37:13 Meeting demand 39:57 SO, WHAT NEXT? — What next for the West? 43:06 What does that look like? 44:46 Time for some heresy 46:08 KEY TAKEAWAYS 49:50 ADDITION: What has this looked like? 51:39 capability support 52:36 foreign training 54:00 outro 54:10 CHANNEL UPDATE 55:16 audio, captions 56:02 propaganda best of 56:36 Who are you? 58:09 100k subscribers 58:46 thank youThe Price of War - Can Russia afford a long conflict?Perun2022-04-14 | Description So apparently hour long presentations on defence investment weren't dry enough, so I'm dusting off the Economics degree (strongly recommended when pairing with military or strategic studies) to ask the question of what the economic situation may be if this war drags on.
Some are insisting sanctions are achieving nothing, and that Russia is well placed to outlast Ukraine. Others are convinced that Russia's war will grind to a halt under the weight of these sanctions.
In this video, I look at some of the tactics Russia has been using to minimise the impact of sanctions, as well as the basic economic disparities between Russia and the Western powers backing Ukraine. Suffice to say, Russia is economically outmatched, but it has a variety of tools and strengths to leverage, including energy exports and a defence sector that has spent years moving towards self-reliance.
Key Contact Points: Send me data or submissions relevant to the topics I cover: perunsubmissions@gmail.com
Find me on Patreon: patreon.com/PerunAU (I will be overhauling rewards soon to better suit the new audience)
Figures used for calculating NATO expenditure and potential expenditure generated using NATO declared 2021 defence expenditure and % GDP data which can lead to significant differences compared to, for example, simply applying spending ratios to the 2020WB figures. In particular, take that $1.4t figure as indicative, different methodologies can produce higher or lower results, varying by potentially hundreds of billions of dollars. None of that changes the core message.
The reason for this potentially odd choice of statistics is to enable clear analysis on equipment spending - something we'll see next video when we unpack the Russian and NATO defence industries and resupply efforts.
Timestamps (Credit not mine)
0:00:00 Introduction 0:00:59 Where we are now 0:01:29 Potential Russian objectives? 0:02:26 Minor problem: What if Ukraine says NO? 0:03:12 Wars end by mutual assent 0:04:41 What am I going to cover? 0:05:29 What am I not covering 0:05:56 TLDR
0:06:47 THIS IS NOT A CLOSED-SYSTEM WAR 0:08:12 The Russian economy since the war 0:09:29 The recovery of the Ruble… 0:10:08 Step by step guide to saving the Ruble 0:14:47 Similar situation on the stock market 0:16:11 In other words, a lot of people are getting screwed here… 0:17:22 And how long can they keep it up? 0:19:43 More reasons to think this isn't OK 0:21:09 Summary: Russian economy
0:21:49 UKRAINE'S SUPPORTERS & THE ECONOMIC BALANCE 0:22:00 The economic balance 0:23:01 NATO economic capacity 0:25:04 What would this look like at the extreme? 0:27:40 So, a quick health check 0:30:35 And it's not just the USA 0:31:43 Financial mobilisation 0:33:24 What about Ukraine?
0:35:35 THE LONGER TERM 0:35:55 Hydrocarbons and Europe 0:40:50 And let's talk about those gas fields 0:44:08 Import substitution 0:46:11 Human capital decay 0:47:59 Ukrainian logistics 0:49:53 Russian sovereign risk
0:52:24 SO, WHAT NEXT? 0:52:43 What can Russia do? 0:56:22 What can the West do? 0:58:54 This doesn't work quickly 1:01:26 And isolation does not need to mean an end for Putin 1:03:02 Nor are the consequences limited to the 'sides' actively involved