The end?

He's still making sense of this.
"China ate a large load of humble pie in the last couple of days when speaking behind closed doors to Josep Borrel, the EU foreign minister." Apparently they are scared of being isolated in the world and have completely written off Russia.
This is, he thinks, behind the munitions supply move. To borrow a phrase "It's the economy, stupid". As you say, China deciding to back the right horse.

Yes, backing Russia and the conflict is in the balance, but might weaken the West sufficiently to allow an assault on Taiwan. They have probably looked at the carnage and resistance Ukraine have been able to inflict on an assault across a land border and concluded a sea assault on Taiwan is just too risky.

Back Ukraine against a weakened Russia and the conflict is decided and relations with the West improve.
 
Yes, backing Russia and the conflict is in the balance, but might weaken the West sufficiently to allow an assault on Taiwan. They have probably looked at the carnage and resistance Ukraine have been able to inflict on an assault across a land border and concluded a sea assault on Taiwan is just too risky.

Back Ukraine against a weakened Russia and the conflict is decided and relations with the West improve.

Here's more of what he's just said to me.

"He's in **** creek at home, he realised that Taiwan is a lost cause, and he is almost all alone. He's desperately searching for something positive to show the population instilling hope for a better future for China. He needs a win...So, he ran to Uncle Europe. And they brought an entire smörgåsbord with them.

Matching Europe Euro for Euro on rebuilding Ukraine. Ammo for Ukraine. Trade deals, environmental deals, assurance of Taiwans autonomy. Helping to secure Russian nukes, pushing Russia to peace treaty.
He wants to present a Peace and Friendship Deal, showing the Chinese that they have a friend. They even asked if Europe could talk to the US on a similar reset"

Apparently it was a 120 page document.
 
Here's more of what he's just said to me.

"
He's in **** creek at home, he realised that Taiwan is a lost cause, and he is almost all alone. He's desperately searching for something positive to show the population instilling hope for a better future for China. He needs a win...So, he ran to Uncle Europe. And they brought an entire smörgåsbord with them.

Matching Europe Euro for Euro on rebuilding Ukraine. Ammo for Ukraine. Trade deals, environmental deals, assurance of Taiwans autonomy. Helping to secure Russian nukes, pushing Russia to peace treaty."

Ah yes, more belt and road to boot. There is a rationale.
 
Xi could well be eyeing up Russia's far East.

That has been a possibility for a while. But, from the conversation I have just had, Xi and the party know that they need some economic co-operation with the west and for that they also need peace. They turned up with reams of proposals and, the indication that they are serious, the "gift" of the munitions for Ukraine. In the grand scheme of things, this is all really big news ... and definitely not good news for Putin's regime.
 
This was from earlier but I have had to remove some sections because they revealed too much sensitive operational info about the Kreminna operation.
It is sort of paraphrased to give the general gist. Actually the China stuff is probably the most dignificant shift.
It's a long one.

"
Before I get to Kreminna I need to talk about Soledar.

Wagner almost encircled Soledar after creating offensive bulges to the North and South, this enabled them to do an offensive against Soledar that had limited success.
Part of the City/Town was taken by the Wagnerites after heavy losses.
Russia claimed to have taken the City and sent out images with Prigozhin in the mines under Soledar.
But, as per usual things are not true in Russian claims.
Prigozhin was in another mine (gypsum mine in Bakhmut'ske), and only half of the City was in Russian hands.

Regardless, the situation was dire for Ukraine to say the least, being caught in a pocket is not a nice spot to be in.
It became so bad that Ukraine was about to pull out of Soledar.
To be able to do the retreat Ukraine amassed a force of high precission artillery and sent in reinforcements into the pocket to enable an orderly retreat.
And then they started to fire upon troop concentrations and Russian artillery, this caught Wagner with their pants down to say the least.
Or, the pants was up, but filled with brown goo...
Whatever, yesterday was highly successful for Ukraine, and it is now all up in the air if they will continue the counterattack, or pull out. I guess continue since the Russian bulges are less bulgy now, and the Russians are being pushed back.
We will see.

Kreminna
Putin ordered Kreminna to be a fight to the last man standing, and sent in large resources to hold the City.
This has now become the point where Russia will either make or break.
Well trained units have been sent there, new and good equipment, loads of supplies, food and ammunition... the works.

To be able to do it the final reserves of Russia has now been deployed. Units that was supposed to go to Belarus has been diverted.
And we have now gotten the question answered that we all have been wondering about.
Where are the T-90M tanks?
All over Ukraine we have seen older tanks during the invasion, but steadfastly Russia has held back their T-90Ms.
Their latest and best if we do not count the hilariously failed T-14 Armatas.

Well, Kreminna was the point that they entered the fray.
About half have been sent there already, with the other half now on the way rapidly to Kreminna.
And they are run by competent Russians, not the usual riffraff.

This has obviously made our favourite colonel extremely grumpy.

The attack on Kreminna is coming from two directions.
The southern attack is going through the forrest and is mainly an infantry deal supported by an artillery brigade.
It is slowly gaining ground and liberating a village about every third day.
There are now one light infantry brigade and a mechanized infantry brigade here that is pushing.

Up north is where Tank Girl is pushing forward.
She has a mechanized brigade, her own tank brigade and no less than two artillery brigades with western high precission stuff.
She intended to barge down the P-66 highway, but the ground is now so frozen that she could disperse into the fields.
It was from getgo a slow affair due to the enormous amounts of mines.
She have had to use artillery fire to blow paths through the mine fields, but in the end she came up to the large Russian fortifications after running over the Russian dragon's teeth. Due to the low quality she just ran over them and they crashed to pieces.
At that point she started firing into the fortifications at point blank range.

It was at that point the T-90Ms came barging into the fray, and it all devolved into a manouvre warfare melée in the mine fields.
Seems like nobody had told the Russian tankers about the mine fields, or where they were.
She is holding, even advancing a bit so far.
But, it is now clear that she can't break through at this point in time.
Especially since around 100 more T-90Ms are coming to Kreminna in support of the first 100. This is all that Russia has left.
When they arrive it is pretty certain that she will be pushed backwards, something that I know she religiously hates.
Her T72s are not good enough to win a 1:1 fight against T-90Ms, regardless of her being the far superior commander.
But there is another way. Drop back and allow the artillery to get to work.

Belarus
Putins obsession with Kreminna has basically killed the Belarus offensive for now.
There's only 18 000 - 25 000 Russian soldiers in Belarus instead of the needed 200 000.
There's not nearly enough equipment, the T-90Ms that was supposed to go there ended up in Kreminna.
Still, anything not directly diverted by Putin himself is still going to Belarus.

My take is that Russia is by now so braindead that they will attack in 12 days from Belarus with about 50 000 soldiers and with a large lack of heavy equipment.
The original plan was 200 000 well trained soldiers with 200 T-90Ms and new artillery, and with 500 000 Mobiks following a month later.
Obviously this was always a figment of Russias fevered fantasies.
The 200 000 soldiers have been constantly hollowed out to hold the lines during the winter and are mostly gone.
I do not see Russia rounding up 500 000 Mobiks any time soon, even though they have started the attempt.
Campniks are now back in force, creating quite a number of Russicles inside of Russia.
At the same time the Russians finally closed their border for fleeing Russian males.

The grand Second Attack of Kyiv will at best get a few kilometres into Ukraine against well prepared Ukrainians inside massively fortified positions behind mahoosive mine fields.

Surovikin
Replacing Surovikin with Lapin and Gerasimov was the final nail in the coffin in regards of military brain capacity in Russia.
Whatever you might say about Surovikin, but he was fairly bright and knew what he was doing.
Lapin is a moroon and Gerasimov has never led any troops anywhere and to boot he is on so much depression medication that he is seeing green smurfs after his soon died.
Let me here remind that Gerasimov has twice been put inside mental asylums in the last 10 months due to depression...

The Ukrainian Spring Offensive
Ukraine will attack in Luhansk and in Zhaporizhzhia, but that will not happen until the pledged new heavy mechanised equipment arrives.
This will be more artillery, about 1000 IFVs (Marder's, Bradley's and ATX-30s), and about 500 new tanks.
This will be delivered across the next 6 months spread out over the spring offensive, the summer offensive and in time for the autumn offensive.
The tanks was cleared about a month ago, but due to German politics the home audience needed to be softened up first.
I know that Ukraine will receive limited amounts of Challenger IIs and Leqlerq's. And quite a hefty bunch of Leopard IIs from Finland, Sweden, Denmark, Germany, Poland and so on. We are here talking about 300 tanks...
After that the Abram's will come trundling in towards the summer.

This will be a game changer.
Ukraine's current stock has problems with the Russian T-90Ms, even though Ukraine has the numerical advantage.
The Western tanks has a 5:1 advantage against the T-90Ms, in other words, for each taken out the Russians will lose 5 of theirs. Substantially more if it is older Russian gear.
Anything below a T-72 and a Leopard II just gets dented by the hitting shell and can continue to fight.

Obviously Russia knows about the oncoming storm, at least Surovikin did, and that is why we are seeing these Russian offensives now. Russia is not ready, but they need to try to get in some limited victories prior to the oncoming storm (Dr Who reference).

China
The Chinese are good at math, and they have seen what the collective west was willing, and able, to do against Russia.
Seeing the collective west using their proverbial pinky finger tip beating the living bejeezus out of Russia made China think.
And they recognized the clear risk that they would end up on the same dungpile as Russia just as a western afterthought.
On top of that they have basically lost a war against India, even if it is not talked about a lot in the west.
Chinese self-confidence is not high right now.

At the same time the Party is in really dire straits domestically.
Xi giving in to the protestors did not help, the economy is in shambles, and due to lack of real vaccinations the chinese are dying as flies from Corona.
So, the protests have if anything grown.
China needs a big win to show for the angry population, something that instills hope of a better future for them, and a better economy.
This has left China with 3 options:
-Occupy Eastern Russia
-Attack Taiwan
-Get a political win that gives hope to the common man in China

Tall orders to say the least. Attacking Taiwan has been scrapped since that would end up as a loss for China and send them straight to the dungheap.
Occupying Eastern Russia would not give a lot really for China in the short run, and if Russia breaks up they would get things for free anyway.
So, politics it was.
After looking at the US they found that to be a hard target, and also the US is not China's biggest market.

The EU is China's largest trading partner, and it has been turning the screws on China hard lately, and to China Europe has always been the most important thing.
So, the entire brain power of the chinese political world turned into how to get back on good terms with the EU.
A plan was hatched, a plan involving large amounts of humble pie (not to be told in China), but that could give back hope for the common chinese man.

After having dealt with China for many years I have learned how to read the signs in China.
If a Chinese comes with a gift as negotiations start it is a sign of being serious.
If a Chinese comes with documents to be transformed into a draft contract, it is a serious chinese.
Putin for instance got no gift and not a single paper to show for his "Limitless Partnership" a year ago.

Un-publicised and covertly, China asked to meet the foreign minister of the EU.
No flashy showy things outwards.
With them they came with big gifts.
Publically they stated that Russia had lost, and that Russia had deceived them.
Secondly, they have arranged a large shipment of kalashnikov ammunition, artillery shells for the old Soviet 152mm, and GRAD-rockets for Ukraine via Pakistan. China sends 159 containers filled to the brim to Pakistan, who in turn send the same amount to Ukraine. 159 is a chinese number of peace and prosperity.
And they have a package of several hundred pages with suggestions for green deals, climate deals, trade deals, assurance of Taiwan as autonomous part/non-aggression treaty, promise to push Russia to the wall for a peace treaty, promise to if needed help securing Russian nukes, more ammo and gear for Ukraine, etcetera...
They call it the Friendship and Trade Deal.
They also promise to Euro for Euro pay the same as Europe for rebuilding Ukraine.
In short, they are prepared to make huge concessions and pay out their nostrils for a reset to friendlier times with Europe.
What do they ask for?
Not being put on the dungheap... and a deal that the Party can show to the chinese population as evidence that the future will become brighter again in regards of the economy.
I am cautiously optimistic since there are gifts and papers."

As an update on this today, China have halved their purchases of oil and Gas from Russia in just 48 hours. Another signal from them, both to the the West and to Putin.
 
It was at that point the T-90Ms came barging into the fray, and it all devolved into a manouvre warfare melée in the mine fields.
Seems like nobody had told the Russian tankers about the mine fields, or where they were.
She is holding, even advancing a bit so far.
But, it is now clear that she can't break through at this point in time.
Especially since around 100 more T-90Ms are coming to Kreminna in support of the first 100. This is all that Russia has left.
When they arrive it is pretty certain that she will be pushed backwards, something that I know she religiously hates.
Her T72s are not good enough to win a 1:1 fight against T-90Ms, regardless of her being the far superior commander.
But there is another way. Drop back and allow the artillery to get to work.


This will be a game changer.
Ukraine's current stock has problems with the Russian T-90Ms, even though Ukraine has the numerical advantage.
The Western tanks has a 5:1 advantage against the T-90Ms, in other words, for each taken out the Russians will lose 5 of theirs. Substantially more if it is older Russian gear.
Anything below a T-72 and a Leopard II just gets dented by the hitting shell and can continue to fight.

Military Equipment Twitter has been covering the T-90M & T-90S introduction since last September when the first destroyed hulks were spotted in Kherson. The observation of the M version (I may have the S & M models the wrong way around) raised eyebrows as they were supposed to be export model stock already paid for by the remaining Rashist customers so why were they appearing in Ukraine? Clearly Putin's stores are now threadbare.

When it comes to Tank Girls situation it would seem she is up against some of the last reserves of best quality Rashist armour so I wish her well, and wish Germany would actually get on the front foot and give permission to those countries that want to transfer some of their Leopard stocks to the Ukrainians toot sweet.
 
What happened to the Latvia- Lithuania gas pipeline?

Looks a little suspicious.

Not clear. Official communications from Russian leadership clear that no official Russian involvement (they really don't want the west any more irritated and an attack on NATO countries would be poking the hornet's nest). However, affiliates were mentioned ... suspicion falling Prigozhin's way, but it is only suspicion. Official Russia seemingly pretty ***ed about it. Could be freelancing parizans for instance.
 
Not clear. Official communications from Russian leadership clear that no official Russian involvement (they really don't want the west any more irritated and an attack on NATO countries would be poking the hornet's nest). However, affiliates were mentioned ... suspicion falling Prigozhin's way, but it is only suspicion. Official Russia seemingly pretty ***ed about it. Could be freelancing parizans for instance.
Thank you for all your updates, main media is almost silent on the conflict. I have been trying to keep updated as much as possible from social media and what you have been saying ties in well with what I have read(although you have been ahead of most I have read online).
Things seem to be entering a new phase and i would rather be somewhat aware of what is happening.
 
Thank you for all your updates, main media is almost silent on the conflict. I have been trying to keep updated as much as possible from social media and what you have been saying ties in well with what I have read(although you have been ahead of most I have read online).
Things seem to be entering a new phase and i would rather be somewhat aware of what is happening.
That's interesting, cos I think the Graundian does a pretty good job of covering things daily. I seem to think they are pushing to keep it on the front pages, so to speak. They also l
ink to some pretty interesting Twitter feeds which are illuminating, if not somewhat depressing.

I should mention I'm based outside the UK so could be off the mark regarding UK -based coverage. Currently in South Korea, and Amnesty was advertising a drive for money for the Ukraine, so it is definitely still a thing here.
 
Also, as a 'long-term lurker, first time caller' to the thread; wonderful job. By far the best thing I've ever read on here. And yes, I'm including the Friday Drink thread in that ;). There's obviously some conjecture at points, but that is clearly stated for the most part. The Surovikin removal was literally days ahead of elsewhere. Keep em coming ;)
 
Various updates, some reasonably well reported, some not.

"I have been asked a couple of questions about tanks and artillery shell production.
So, let me first get that out of the way prior to ambling off into the lalaland of politics.
Trust me, you really want to stick around for the politics part.

"How good are the T90 tanks?"
The short answer would be, slightly better than the T72s...
It is basically a T72, but with better electronics and better gun stabilization. It is supposed to have active defence systems to throw off incoming missiles, and reactive armour.
I say supposed because almost no Russian tanks are fitted with them, and the reactive armour is mostly just rubber blocks made to look like ERAs.
There are 3 versions in Ukraine, bog standard T90s fitted with rubber blocks and older tech in them. Then you have the T90Ms that are supposed to have the active protection and ERA and new tech. Only the newer tech is seldom fitted in the real world.
And lastly we have the T90S. It is the export version for India, it has less sturdy armour (as per Russian usual), but it has new tech, the active protection and the proper reactive armour.
Russia basically stole those from India right before shipping them.
The T90S are the ones that have entered the fight in Kreminna in limited numbers.
Turns out that they are about a 2:1 advantage to a bog standard T72, and not a lot better than the upgraded Ukrainian ones, so it is just slowing things down.

There is infantry fighting in the outskirts now to the South of Kreminna and the artillery is taking a rather heavy toll on the Russians. To the North at least 3 villages have been taken down the P-66 highway. Quite a bit of tank battles going on, but Russian tankers like to sit still for extended time, while Ukrainians run around them.
What advantage Russia has in gear quality is matched by Ukrainian mobility.
Also, a tank standing still is just an invite for a 155mm high precission grenade to drop, and 155mm does not care what make or model the tank is...
Kreminna will soon fall I think.

It was also pointed out that Ukraine is being pushed back in many places.
This is semi-true.
They have been pushed out of Soledar, but that was expected since it was caught in a pocket.
Otherwise things are at a standstill, or it is Ukraine pushing.
Bakhmut, Kreminna and Svatove it is definitely Ukraine doing the pushing.
In Bakhmut the Ukrainians had to cut short to not create a new pocket...

Then we have grenade production in the US. It was pointed out that Ukraine is using a months worth of US production per week.
This is thrue, but it is not only the US producing them. If we add together all the western production of both NATO and old soviet stuff we end up with a missing quarter of grenades instead of 3 quarters per month.
And, the collective west have fairly large storages of grenades.
And towards the summer there will in fact be a surplus production due to onlining of new factories all over the place.
This will though probably just lead to an increase in what Ukraine receive so...
Anyhoos, the west is not about to run out soon.

Politics
It is now clear why Gerasimov and Lapin took over in Ukraine. It is to squish Prigozhin.
They started by literally stealing the win from under his feet in Soledar.
As Wagner ran out of steam just as the battle was almost over, the regular army pushed them aside, made a retreat deal with the Ukrainians, and claimed it as a regular army victory.
This pished off Prigozhin quite a bit.

Then they removed Prigozhins base for recruitment, he is no longer allowed to take prisoners, instead those are now sent to weapons factories to make weapons instead of the factory workers that was mobiked.
There is also grumbles that Wagner is no longer getting any more ammo and gear.

Prigozhin got to powerful, and the Moscow elites acted to bring him down.
I expect him to find a window in the next few weeks.

Lavrov has been replaced as the main diplomat by Peskov.
We know this since Russia just officially thanked Ukraine for entering into peace negotiations with Russia.
With a rather beaming Peskov having met Kuleba somehow somewhere.
Peskov received officially the 10-point peace plan, asked for a week to respond at a second meeting.
It was all over in about 10 minutes, no handshakes and no pictures.
Both parties have basically been forced to the table, with Russia being the more eager part to participate.
At least it is a start of talks that might lead somewhere in the end.

Belarus
In a rather worrying move Belarus announced that they will close the border on the first of february for men to leave.
And they announced a large spring excercise in February with limited mobilisation.
I still think that this is just Uncle Luka horsing around being a donkey.
It is way to risky for him to attack Ukraine, he would most likely be deposed in a matter of days if he really did it.

China
China said that supplying weapons to Ukraine is further destabilizing the situation, while at the same time doing it themselves via Pakistan. China, such a wonderful fount of saying one thing and doing the opposite.
Anyway, they are now talking to both the EU and the US about many things that might bring the heat down in the world.
And, also about how to curb Russia even more.
In the last 24 hours there has not been a single order for oil or gas from Russia. China is showing who is in charge to Russia this way.
I would love to know what is said on the backchannel between Russia and China at this point. Part of it is probably, "go home you idiots".

Rammstein
They are releasing a new song called "Free the Leopards"...
No, I am joking of course (I think).
Instead, during the Rammstein conference the Leopard II deliveries will finally be announced.
It ended up with the hopeless German minister of defence resigning in disgust over Germany allowing it.
She will be missed by nobody.

How good are the Leopard IIs?
A Block 4 Leopard is about 5 times better than the best T90 in Russian hands.
Block 4s are the oldest still used Leopard IIs.
Block 5s are even better, Block SE even better, and then you have the latest that are roughly ten times better than the T90S.
The rest of the Russian stuff are basically useless against them.
Together with the other armoured combat vehicles Ukraine is getting a significant lift in punching power.
It is still older Western stuff that was about to be scrapped, but there is a heluvalot of stuff remaining to be sent before the West will even have to send in new stuff.
The Leqlerqs are newish stuff, and the Challenger IIs about as good as the Leopard II Block 4s.

Ballistic missiles
Russia has now had to resort to using their Iskander ballistic missiles.
Yes, they are harder for the Ukrainians to detect, but they are also hellishly expensive, and impossible to replace for Russia.
It is also lowering the nuclear capacity of Russia a lot, it is nuclear carriers they are using.
Pundits are claiming that they are unstoppable (as per usual), this is absolutely not true.
Both Patriots and IRIS-Ts are amply able to take them out.
Russia know that so they aim outside of where those are places.
What Ukraine needs now are more of those (and that is coming), and high altitude radars to detect those Iskanders.
As per usual, Ukraine will adapt.

Milestone
Yesterday Ukraine got up to 1GW in electricity production from the staggering 354 000 generators that Ukraine has been supplied with. Another 2 000 generators arrive each day.

Oil
Russia is now losing 10 dollars per barrel of oil sold. Not that much is sold...

Conclusion
Right now Russia weirdly have the initiative.
Ukraine is happy with waiting for the Russian offensive before doing one themselves.
Instead Ukraine are doing limited offensives, with a lot of Borstjing going on.
This saves up ordinance needed for the Ukrainian big offensive, and it also will be needed to blow up the Russian horde as they come galumphing "naked" across the northern frontlines.
Whatever Russia is planning is starting to look awfully small, even if Uncle Luka decides to play they will only have enough troops for a 2 week long offensive that will not go anywhere.

After that comes a late spring offensive by the Ukrainians and their new western armour.
A new western tank brigade and 2 new western supplied heavy mechanized brigades per month does not sound like much, but with the quality difference it will rapidly start to make a huge difference."
 
It would be sheer folly for Russia to launch an offensive. Crazy without a huge firepower/manpower advantage or the element of surprise. They'll have neither.
 
Various updates, some reasonably well reported, some not.

"I have been asked a couple of questions about tanks and artillery shell production.
So, let me first get that out of the way prior to ambling off into the lalaland of politics.
Trust me, you really want to stick around for the politics part.

"How good are the T90 tanks?"
The short answer would be, slightly better than the T72s...
It is basically a T72, but with better electronics and better gun stabilization. It is supposed to have active defence systems to throw off incoming missiles, and reactive armour.
I say supposed because almost no Russian tanks are fitted with them, and the reactive armour is mostly just rubber blocks made to look like ERAs.
There are 3 versions in Ukraine, bog standard T90s fitted with rubber blocks and older tech in them. Then you have the T90Ms that are supposed to have the active protection and ERA and new tech. Only the newer tech is seldom fitted in the real world.
And lastly we have the T90S. It is the export version for India, it has less sturdy armour (as per Russian usual), but it has new tech, the active protection and the proper reactive armour.
Russia basically stole those from India right before shipping them.
The T90S are the ones that have entered the fight in Kreminna in limited numbers.
Turns out that they are about a 2:1 advantage to a bog standard T72, and not a lot better than the upgraded Ukrainian ones, so it is just slowing things down.
Thanks for the clarification on the T90 variants. With the area of armoured vehicle supporting frozen ground increasing, mobile armour is going to become more of a factor.

This is actually the British Govt providing a minimum of assistance but weighing in heavily with the diplomatic pressure on Germany


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