Ukraine War Update NEWS: Military Aid News
Table of Contents 📖
"They [Russia] also have just, I'd say, unlimited numbers of personnel, but a much greater capacity to draw on reserves or newly mobilized troops so that they overcome the Ukrainians with mass. And the Ukrainians desperate, as you can tell here, desperate for troops, infantry, boots on the ground."
Hello Team
🎦 00:00-00:19⏩
Jonathan welcomes viewers to another ATP Geopolitics video, a Ukraine War News Update part two for the 19th November 2024. He apologises for stumbling over his words as he didn't sleep well last night. This video focuses on military aid.
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ISW: Russia's Ukraine Strategy Crumbling - Highlighting Russian Losses and Ukraine's Need for Continued Support
🎦 00:19-03:18⏩
Jonathan discusses an article from Euromaidan Press based on insights from the Institute for the Study of War (ISW).
- The ISW report suggests Russia's strategy in Ukraine may be faltering.
- Russian forces are preparing for an advance on Prokrosk during the winter, with a focus on urban areas like Turetsk and Karakovo.
- Jonathan highlights Putin's apparent belief in a "victory theory," assuming Russia can outlast Ukraine and its Western allies with support from nations like Iran, China, and North Korea.
- The ISW analysis indicates potential issues with this theory.
- Estimated Russian troop losses between September and October reached 80,000, with only 60,000 to 70,000 replacements recruited.
- This suggests a potential weakness in their replacement strategy.
- Assessments from both Ukraine and Western sources indicate that Russia's domestic military equipment production can't keep up with its losses on the battlefield.
- Jonathan emphasizes the ISW's warning that Ukraine's future success hinges on its ability to leverage its own asymmetric capabilities.
- Continued Western military assistance remains vital for Ukraine's defence. Past delays in aid have already hampered Ukraine's defensive and counter-offensive abilities.
- Jonathan notes the stark contrast between Russia's declining capacity to replace its losses and Ukraine's reliance on Western assistance.
- He points out the importance of considering that while Ukraine's losses are proportionally smaller, they still face challenges in replacing personnel due to a lack of options like forced mobilization.
Alleged ATACMS Missile Use in Bryansk and Its Implications
🎦 03:18-04:53⏩
- Reports circulating that ATACMS missiles were potentially used to strike an ammunition depot in Russia's Bryansk region are discussed.
- The missiles involved reportedly travelled 140 kilometers.
- Jonathan highlights the significance of Bryansk being outside the Kursk region. There was speculation that the US might have imposed restrictions on Ukraine using ATACMS missiles within Kursk.
- Jonathan questions if this attack was indeed carried out using ATACMS.
- It raises questions about whether the US restrictions apply beyond Kursk.
- He also points out that the effectiveness of this alleged strike could expose vulnerabilities in Russia's air defences.
- Jonathan uses a humorous meme to illustrate the arbitrary nature of geographically defined restrictions.
European Union Military Aid Updates
🎦 04:53-05:24⏩
- EU foreign ministers failed to reach an agreement on releasing funds allocated for Ukraine through the European Peace Fund.
- Poland's Foreign Minister, Radoslav Sikorski, expressed frustration over Hungary's reported veto of the decision.
- This is despite mechanisms that would prevent Hungarian funds from directly going to aid Ukraine.
G20 Summit and Ukraine
🎦 05:24-06:12⏩
- Jonathan notes that the G20 summit, currently taking place in Brazil, seems to be signalling a decrease in its support for Ukraine.
- Their joint declaration reportedly contains watered-down criticism of Russia's war compared to previous statements.
- It only briefly mentions the human suffering caused by Russia's invasion.
- Brazilian President Lula did not extend an invitation to Zelensky to attend. Jonathan suggests this could be due to the influence of other member nations who are not as supportive of Ukraine's victory.
Upcoming US Military Aid Package
🎦 06:12-06:45⏩
- The US is expected to announce a fresh military aid package for Ukraine soon.
- The package might include armoured vehicles and air defence systems.
- Jonathan speculates on the potential inclusion of Bradley Fighting Vehicles.
Prince Joachim of Denmark's Proposal for Joint Funding of Ukrainian Arms Manufacturing
🎦 06:45-09:28⏩
- Prince Joachim of Denmark has suggested establishing a collaborative fund to support arms manufacturing within Ukraine.
- This approach would prioritize building new equipment within Ukraine over relying solely on acquiring old equipment from other countries.
- Jonathan views this as a potentially more efficient use of resources compared to refurbishing outdated equipment, citing Denmark's own successful investments in the Ukrainian defence industry as an example.
- He suggests a "capability coalition," similar to those for air defence and drone technology, but focused on bolstering Ukraine's ability to produce its own arms.
- This initiative could offer several benefits such as:
- Reduced reliance on donations of ageing equipment.
- Development of a self-sustaining Ukrainian defence sector.
- Creation of jobs and expertise within Ukraine.
- Potentially more cost-effective than refurbishing older equipment.
- - Jonathan believes that directly investing in Ukraine's capacity to manufacture arms, like Lynx infantry fighting vehicles, could be more beneficial than relying on donations of older equipment like Bradleys. - This strategy would also streamline maintenance and logistical support by keeping these processes within Ukraine.
- While acknowledging his speculation about cost differences, Jonathan expresses his support for the plan.
- He highlights a Bloomberg report indicating that key European countries might need to double their defence spending to address Russia's aggression and prepare for potentially reduced US support under a Trump presidency.
- Jonathan expresses his concern that a Trump administration would significantly decrease support for Ukraine. He hopes that intelligence briefings from the CIA, Pentagon, and DOD might persuade them otherwise. However, he remains worried as no one in Trump's circle is currently advocating for continued strong support of Ukraine.
Ukraine Increases Production of R-360 Neptune Cruise Missiles
🎦 09:28-11:14⏩
- NATO members are escalating their production of Ukrainian missiles.
- Jonathan notes that Ukraine has successfully scaled up serial production of its R-360 Neptune cruise missiles, modified to strike targets up to 1,000 kilometers away, with 100 missiles produced this year.
- Defence Minister Rustam Umarov is promoting Ukraine's growing missile production capabilities.
- Jonathan questions if all 100 produced missiles have been used, speculating that a recent attack on an ammunition depot in Bryansk might have involved Neptune missiles rather than ATACMS.
- He highlights the potential strategic advantage of maintaining ambiguity regarding which missiles were used, as it keeps the adversary guessing and could lead to a relaxation of restrictions on missile usage.
Ukraine's Artillery Shell Usage and Needs
🎦 11:14-14:34⏩
- Jonathan discusses Ukraine's artillery shell usage and production needs:
- Ukrainian Armed Forces used 3 million shells in 2023, with half being 155mm shells, according to the Deputy Commander of the Armed Forces Missile and Artillery Forces.
- He emphasizes the need for continued shell production and supply, noting that the 152mm calibre, while being phased out, is still used by the Czech Dana M2 and Soviet Mr. B howitzers.
- He commends the Czech Republic for its efforts to source 152mm shells globally, particularly from countries still using Soviet-era equipment.
- Jonathan acknowledges the EU's fulfilment of its pledge to deliver a million shells to Ukraine, although delayed.
- He believes that consistently highlighting success over "missed deadlines" is a better approach.
- Jonathan observes that European defence manufacturing is improving, citing reports of increased production in facilities like barrel factories in Sheffield.
- Despite this progress, he points out a concerning disparity: while Europe has provided a million shells, North Korea is estimated to have given Russia nine million, highlighting a significant gap that needs to be bridged for Ukraine to achieve firepower parity.
Interview with Ukrainian Artillery Commander: Deep Dive into Ukraine's Artillery Challenges and Russian Tactics
🎦 14:34-22:38⏩
- Jonathan delves deeper into Ukraine's artillery challenges and Russian tactics based on an insightful interview with Serhiy Muzienko, the Deputy Commander of the Missile Forces and Artillery of the Armed Forces of Ukraine.
- He highlights the critical need for more artillery and munitions, noting that Ukraine is only receiving about half of what it needs.
- This shortage is primarily attributed to limited global production capacity and logistical constraints.
- Jonathan points out that the Ukrainian forces used around 1.5 million artillery shells in 2022, with 152mm and 122mm calibres being most common.
- This number more than doubled to over 3 million shells in 2023, with over half being the NATO-standard 155mm calibre.
- This shift in calibre reflects the increasing supply of NATO equipment and the phasing out of older Soviet-era artillery.
- The interview highlights a significant difference in fire rates between Ukrainian and Russian forces, reaching a ratio as high as 1:7 in the enemy's favour at times, particularly during the Bakhmut operation in 2023.
- Ukrainian forces used approximately 300,000 to 350,000 shells per month, while the Russians fired up to 2 million, highlighting a vast difference in available firepower.
- Jonathan expresses some skepticism about whether Russia genuinely used 2 million shells monthly but acknowledges a significant disparity.
- Intercepted radio communications revealed Russian complaints about "imported shells" – likely from North Korea – citing issues like failure to detonate, faulty fuses, inconsistent accuracy, and even in-barrel explosions.
- While unable to confirm the origin definitively, Ukraine found captured shells with hieroglyphic markings, suggesting a North Korean or similar source.
- Despite potential ammunition issues, Russia's artillery remains a significant threat, capable of striking deep within Ukrainian territory, a capability Ukraine is still developing.
- Jonathan notes that Russia's use of older artillery, such as 122mm M30 howitzers from the 1930s and 40s and Soviet-era 152mm D1 howitzers, indicates potential supply chain issues and reliance on older stockpiles or acquisitions from other countries.
- Despite not being the most advanced towed howitzer, the US-supplied 155mm M777A2 is praised by Ukrainian forces for its effectiveness, reliability, and ease of maintenance.
- Jonathan confirms the restarting of M777 production by BAE Systems in January of this year, viewing it as positive news for continued supply to Ukraine.
- Jonathan describes a shift in Russian tactics away from traditional massed artillery formations to smaller, more mobile units utilizing cover, concealment, and surprise to engage Ukrainian forces.
- This adaptation is likely a response to Ukraine's effective counter-battery fire.
- Russian forces are also employing a mix of armoured vehicles, motorcycles, ATVs, and buggies to quickly close the distance and engage in close-quarters combat.
- Their combined use of long-range missiles, drones, loitering munitions (like the Lancet), carb-guided aerial bombs, and Iskander missiles allows them to target Ukrainian positions and equipment effectively.
- The interview emphasizes the critical role of well-trained and motivated infantry and the challenges Ukraine faces in replenishing its ranks, despite ongoing training programs.
- Jonathan concludes that the war highlights the enduring importance of boots on the ground.
France Expedites Delivery of Aster Missiles to Ukraine
🎦 22:38-23:50⏩
- Jonathan reports that France is stepping up its military support for Ukraine by expediting the delivery of Aster surface-to-air missiles.
- Initially slated for 2026, the first deliveries are now anticipated by the end of the year.
- French production of these missiles will triple by 2025.
- According to the Ukrainian Air Force, the SAMP/T system, which uses Aster missiles, is as capable as the Patriot system in intercepting hypersonic missiles.
- Jonathan emphasizes the significance of France prioritizing these deliveries to Ukraine, even over fulfilling pre-existing orders.
- This decision underscores France's commitment to assisting Ukraine and potentially boosting the SAMP/T system's standing within the European defence market.
- This move aligns with the EU's strategic goal of procuring 60% of its military equipment from within the bloc.
- Jonathan believes the expedited delivery of Aster missiles demonstrates a proactive approach by France to strengthen Ukraine's air defences in response to the evolving nature of the conflict.
International Reactions to US Authorization of ATACMS Missile Use by Ukraine
🎦 23:50-27:24⏩
- French President Macron welcomed the US decision to permit Ukraine to use ATACMS missiles against Russia.
- He described it as a "good decision," viewing it as a necessary response to Russia's escalation of the conflict, such as the reported involvement of North Korean troops.
- Jonathan expresses his appreciation for the robust and united stance taken by key European leaders in their support for Ukraine.
- Conflicting reports about the UK and France granting Ukraine permission to strike Russian territory with Storm Shadow and SCALP-EG missiles are discussed.
- Some sources, including RBC, citing Le Figaro, suggest a green light has been given, but only for use within the Kursk region.
- In contrast, The Sun claims the Biden administration is blocking such strikes.
- Adding to the confusion, The Guardian reported that the UK is preparing to provide Ukraine with Storm Shadow missiles capable of striking targets inside Russia.
- Jonathan criticizes what he perceives as a "lack of courage" from the Biden administration and expresses his frustration over the mixed messages and lack of clear communication surrounding these powerful weapons systems.
- Jonathan acknowledges the UK's commitment to maintaining operational security by refraining from publicly commenting on the potential use of Storm Shadow missiles.
- This approach, advocated by UK Defence Secretary Ben Wallace and Labour leader Keir Starmer, aims to deny Russia any tactical advantage and prevent information leaks that could compromise Ukrainian operations.
- Jonathan contrasts this with the US approach, which he criticizes for being too secretive about the types of weapons being supplied to Ukraine and the terms of their use, arguing that greater transparency is needed.
- He commends the UK's Shadow Defence Secretary for emphasizing the need for coordinated action with the US, further highlighting the perceived dependence on US approval for certain military actions.
- While acknowledging the significance of Ukraine potentially gaining access to long-range missiles, Jonathan emphasizes that their effectiveness depends on the quantity provided and the freedom to deploy them strategically without excessive restrictions.
- He expresses his hope for clear declarations and tangible evidence demonstrating that Ukraine has the backing to use UK and French missiles deep within Russian territory.
- He acknowledges the limited supply of Storm Shadow missiles and the challenges of ramping up production, particularly considering that the UK has already phased out their production.
- This limitation raises concerns about depleting strategic reserves and potentially jeopardizing the UK's own defence capabilities.
- Jonathan strongly criticizes the UN for its perceived inaction and impotence in holding Russia accountable for its actions in Ukraine.
- He expresses outrage at the UN's call to protect Russian citizens following reports of potential Ukrainian strikes on Russian territory, viewing it as a misplaced priority.
- He condemns the UN for failing to take a stronger stance against Russia's aggression and for not doing more to condemn the targeting of civilians and civilian infrastructure.
Training of Ukrainian Soldiers Under Operation Interflex
🎦 27:24-28:14⏩
- Jonathan shifts focus to the training of Ukrainian soldiers under Operation Interflex.
- Over 50,000 Ukrainian soldiers have received training through Operation Interflex in the UK.
- This program receives support from countries including Australia, New Zealand, Norway, and Sweden, among others.
- Additional training is also being conducted within the EU, with a goal of training 70,000 personnel soon.
- While acknowledging the significance of training such a large number of troops, Jonathan expresses concern, speculating that these trained soldiers are primarily replacements for substantial losses.
- He acknowledges the complexity of the situation but suggests that the scale of training highlights the scale of Ukraine’s losses on the battlefield.
Russian Accumulation of Cruise Missiles and Potential for Future Attacks
🎦 28:14-29:03⏩
- Jonathan expresses concern about the reported accumulation of cruise missiles by Russia, noting their production rate of 40 to 50 per month.
- He estimates that they may have possessed around 300 missiles as of November 11th, even after using approximately 100 during recent strikes.
- Based on the types of missiles used in those attacks, Jonathan speculates that Russia likely retains a significant stockpile of KH-101 cruise missiles, potentially a "couple of hundred," ready to be deployed against Ukraine.
- He issues a warning that Ukraine could face further waves of missile attacks in the coming days.
Wrap up
🎦 29:03-30:39⏩
- Jonathan concludes the video by expressing gratitude for viewers' continued support, particularly thanking Michael Winkler for his generosity.
- He acknowledges that it is the 1000th day of the war, a somber milestone.
- He shares his plans to meet friends at the pub, which is unusual for him, to discuss the US election and the ongoing situation in Ukraine.
- He mentions that Mark T, one of the individuals who organised his recent talk in Stockbridge, might join him, and he expresses his appreciation for Mark T and Mark B's support.