Ukraine War Update NEWS: Military Aid News - Bohdana,Spools, F-16s, & Denmark
Table of Contents 📖
"You want us to pay more? You said pay more. We're paying more. You want us to take control of our European defence? We doing that. And then the US says 'do this, do this, do this', and the Europe does all this and say 'Why have you done all this?' It's like, you literally asked us to!"
Hello Team
🎦 00:00-00:13⏩
- Jonathan welcomes the team to the second part of the Ukraine War News Update for the 4th of April 2025, focusing on military aid.
NATO Aid Pledges Q1 2025: $21.65bn
🎦 00:13-01:03⏩
- Mark Rutte (presumably as NATO Secretary General) stated that in the first three months of 2025, NATO countries promised Ukraine $21.65 billion in military aid.
- Jonathan notes this is incredible and shows NATO countries stepping up, likely excluding significant new US contributions post-January 20th, although some residual Biden-era aid might be included.
- He observes that a lot of US appropriated money remains unspent.
Sustained European Financial and Military Support
🎦 01:03-01:16⏩
- Jonathan emphasizes that Europe, in particular, has stepped up, with continuous significant activity in financial and military aid for Ukraine.
World Bank Aid: $432m for Transport Infrastructure Rehabilitation
🎦 01:16-01:41⏩
- International institutions like the World Bank and IMF are also contributing.
- Ukraine's Prime Minister, Denis Shmyhal, announced Ukraine will receive $432 million from the World Bank for rehabilitating transport infrastructure.
- The project covers repairing roads and bridges in 19 regions, reforming national highways, installing modular bridges, and more.
- Jonathan assumes this funding will come with conditions attached.
Denmark Military Aid: €900m Package (2025-2027) Including Air Defence, Artillery, Drones
🎦 01:41-03:21⏩
- Denmark announced a €900 million military aid package for Ukraine covering 2025-2027.
- It includes air defence, artillery, and drone support.
- Foreign Minister Troels Lund Poulsen reaffirmed Denmark's long-term commitment.
- The aid is framed as the 25th donation package, allocating funds for contributions via allies (artillery, ammunition) and direct support to coalitions (Air Defence, Drone, IT).
- Jonathan notes this flexible funding approach is now being called the "Danish model," humorously claiming he coined the term and "they nicked my terminology."
EU Supplies Over 50% of Ukraine's Ammunition Needs (Kaja Kallas)
🎦 03:21-03:39⏩
- According to EU official Kaja Kallas, EU countries now supply over 50% of Ukraine's ammunition needs.
- She stated progress is good and aid needs to be delivered quickly, referencing President Zelenskyy's request for €5 billion for 2 million rounds.
Czech Ammunition Initiative Update: Funding Secured Until September, Impact on Artillery Ratio (Jan Lipavský)
🎦 03:39-06:12⏩
- Anton Gerashchenko highlighted comments from Czech Foreign Minister Jan Lipavský.
- The Czech ammunition initiative has secured enough funding (thanks to Canada, Norway, Netherlands, Denmark) to provide ammunition monthly until September 2025.
- Jonathan recalls General Cavoli mentioning 70,000 rounds were delivered last month via this initiative (over 2,000 rounds/day).
- Lipavský claimed the initiative reduced the efficiency of Russian artillery by 500%, changing the firing ratio from 10:1 (Russia:Ukraine) to 2:1. Jonathan reacts with "Wow!".
- Lipavský stated the Czech Republic delivered 1.5 million rounds total in the previous year (presumably 2024), with half a million being large-calibre (155mm, 152mm).
- He emphasized the need to deliver materiel for Ukraine's defence against "Putin's war of imperial conquest."
- Jonathan clarifies that while ammo sources are global, Czech industry plays a key role in ensuring the rounds (some potentially very old) are usable ("hot to drop").
Czechia Funds Hospital Modernisation with €100m
🎦 06:12-06:31⏩
- Under the Ukraine Facility, Czechia will invest €100 million in hospital modernisation.
- Ukraine's Health Minister Viktor Lyashko announced the funding will upgrade 13 hospitals across seven regions, with funds already allocated for six projects.
- Jonathan marvels at the diverse assistance coming from many directions.
Poland Provides 5,000 Starlink Terminals for Humanitarian Use
🎦 06:32-07:00⏩
- Ukraine received 5,000 more Starlink terminals from Poland, announced by Ukraine's Minister for Digital Transformation.
- The terminals are intended to help residents in frontline territories stay connected for communication, emergency services, and news access, suggesting a primarily humanitarian focus.
South Korea Provides $100m Support (Source: Military News UA/Sibiha)
🎦 07:00-07:19⏩
- Citing Military News UA and Ukrainian Foreign Minister Sibiha (likely Emine Dzhaparova, First Deputy FM?), Jonathan reports a claim that South Korea has provided $100 million in support to Ukraine.
- He notes this would be useful but lacks details on what the support entails.
Ukraine's Bohdana Howitzer: Plans to Switch to Domestically Produced Carriage
🎦 07:20-08:34⏩
- Ukraine plans to switch to using a domestically produced carriage for the Bohdana B towed howitzer before the end of the year (2025).
- Previously, they used the carriage from the older 2A36 Giatsint-B gun as a stopgap.
- Jonathan notes Ukraine is also using multiple chassis types for the wheeled Bohdana 2S22 self-propelled howitzer to increase production volume.
- This development highlights Ukraine's progress in domestic artillery production.
Ukraine Drone Production Surpasses 1 Million in 2024; High Russian Casualty Rate Cited
🎦 08:34-09:27⏩
- Ukraine produced over one million drones in 2024, with claims of potentially reaching five million in 2025.
- Trent Telenko is cited suggesting this explains why drones cause more Russian casualties than artillery, rockets, and mortars combined (multiplied by three).
- Jonathan references a Russian survey indicating 75.5% of wounded soldiers attributed their injuries to drones.
- He shares images from inside a Ukrainian FPV drone factory (source: class reports), expressing admiration for the scale of production ("This is what they need").
- Reported production costs range from $331 to $443 per unit.
- He emphasizes this is just one of hundreds of drone manufacturers supporting Ukraine.
Ground-Launched Small Diameter Bombs (GLSDB) Reintroduced After Modifications
🎦 09:27-10:58⏩
- Jonathan explains the GLSDB system (Boeing/Saab): bombs launched from MLRS that deploy wings to become precision-guided munitions.
- Initial deployment in 2024 faced major issues: susceptibility to Russian electronic warfare/jamming, difficulty handling, incompatibility with launch tubes.
- Performance was so poor that Ukraine reportedly abandoned them and sent them back to the manufacturers.
- Boeing and Saab have now modified the weapon, and it is being reintroduced, reportedly functioning as expected.
- Launched from HIMARS/MLRS, it should be a useful tactical weapon if effective and available in quantity.
General Cavoli Confirms High Effectiveness of ATACMS Strikes into Russia
🎦 10:58-11:58⏩
- In a committee hearing clip, General Cavoli responds to Senator Tommy Tuberville about the effectiveness of long-range missiles (like ATACMS) allowed for use inside Russia.
- Cavoli states they have been "very" and "extremely effective".
- He offers to provide more details in a closed session, confirming the high quality and impact of US-donated weaponry.
- Jonathan notes this confirms the success of strikes (e.g., into Kursk) after the Biden administration adjusted rules, but wishes Ukraine had more of them.
F-16 Update: 'Several' Aircraft and Trained Pilots in Ukraine (Cavoli Testimony)
🎦 11:58-13:08⏩
- Jonathan relays that General Cavoli also mentioned F-16s in the hearing (audio not played).
- Cavoli stated "several" F-16s and "several" trained pilots are now in Ukraine. Jonathan suggests "several" might be an understatement ("doing a bit of heavy lifting").
- More F-16s are preparing for deployment, and more pilots are in training.
- Jonathan points out the irony that while Cavoli discusses this in a US hearing, the US itself has provided no F-16 airframes.
- He believes the US is still involved in training pilots but is unsure if this continued after the recent US "intelligence and material assistance pause".
US Will Not Attend Next Ramstein Meeting, Signalling Disengagement
🎦 13:08-14:18⏩
- Pete Hegseth (presumably US Secretary of Defense) will not attend the next Ramstein meeting (Ukraine Defense Contact Group), tentatively scheduled for April 14th.
- Crucially, no US representative will attend, marking the first time the US (which previously chaired the group) will be absent.
- Jonathan cites Sachin Joshi, interpreting this as demonstrating the Trump administration "really doesn't care what happens to Ukraine" and has effectively "joined the Russian side functionally."
- He references an analyst stating this suggests "complete American disengagement from supporting Ukraine going forward." Jonathan finds this "incredible."
Update on Ukrainian Convict Mobilisation: ~8,000 Joined Military Since May 2024
🎦 14:18-15:37⏩
- Since the program began in May 2024, about 8,000 convicts from Ukrainian prisons have joined the military (Source: ChrisO_wiki / Jeff2146).
- Most are organised into special companies/battalions attached to established brigades like the 28th, 47th, 93rd Mechanized, 36th Marines, and 95th Air Assault.
- Jonathan views this as a necessary and vital step to address mobilisation needs and utilise individuals previously incarcerated and costing the state.
- He links this to Cavoli's earlier comment that Ukraine has improved its troop shortage situation.
UK Proposes Joint European Fund for Rearmament
🎦 15:37-15:54⏩
- The UK is proposing a plan to establish a joint European fund for purchasing military equipment and weaponry to rearm Europe (Source: Financial Times).
- Jonathan observes that defence cooperation is perhaps the UK's best route to closer ties with the EU post-Brexit.
US Objects to European Push to Buy Weapons Locally Amid EU Defence Strategy Shift
🎦 15:54-18:20⏩
- Jonathan discusses reports (citing Toby Baboir/Colby Badhwar and Reuters) that US officials object to European efforts to prioritise buying weapons locally.
- He highlights the irony: the US (especially under Trump) pushed Europe to increase defence spending, become more independent, and take control of its own defence. Now that Europe is doing so (including favouring EU suppliers - Jonathan mentions a 65% target for EU procurement), the US objects.
- Jonathan frames the US stance: "Did you just want us to spend more so you could spend it more on the US?"
- He argues Europe is right to prioritise its own economies and national security.
- The US message urges allies to keep buying American arms despite EU moves to potentially limit US participation in tenders.
Trump's Proposed Tariffs Threaten US Arms Manufacturing and International Defence Cooperation (e.g., F-35)
🎦 18:20-20:50⏩
- Politico reports that Trump's proposed universal tariffs threaten US arms manufacturing.
- Jonathan explains tariffs could disrupt complex global defence supply chains (e.g., F-35) built over decades, making US weapons more expensive and complicating deterrence efforts (e.g., vs. China).
- He theorises Trump favours tariffs as a form of flat consumer tax he can implement federally, benefiting the wealthy.
- Tariffs undermine cooperative defence production models (like Poland licensing South Korean tanks or AUKUS submarines) by adding cross-border costs.
- This could make US systems like the F-35 less attractive compared to alternatives (e.g., Gripen), hurting US industry. Jonathan calls the situation "crazy times."
Reports of Potential Deep Cuts (up to 40%) to US Department of Defence Budget Under Consideration
🎦 20:50-21:28⏩
- Jonathan revisits claims that Secretary Hegseth might implement 8% annual cuts to the DoD for five years, leading to a 35-40% overall reduction.
- He finds this "incredible" timing, given that China and Russia are increasing military spending.
- The US Army is reportedly already looking at potential cuts.
US Reportedly Deploys Laser Weapon Against Drones from Yemen; UK Dragonfire Mentioned
🎦 21:28-22:40⏩
- Jonathan shares unverified footage purportedly showing a US ship using a laser weapon to destroy drones launched from Yemen.
- This would be a first deployment of this kind for the US in this context.
- He recalls claims (without evidence) of lasers being used in Ukraine, mentioning the UK's Dragonfire system which was offered, though Ukraine might be using its own indigenous system.
Sweden Orders Brazilian C-390 Aircraft, Moving Away from US Alternatives
🎦 22:40-23:19⏩
- Sweden has ordered four Brazilian Embraer C-390 Millennium transport aircraft to replace its aging US-made C-130H Hercules fleet.
- Jonathan presents this as a potential example of the negative impact of current US policy/rhetoric on its own defence industry, as allies look elsewhere.
Overview of Assessments on Russia's Military Reconstitution Timeline (Shashank Joshi Thread)
🎦 23:19-23:38⏩
- Jonathan introduces a thread by Shashank Joshi reviewing recent US and European military/intelligence assessments on how long Russia might take to rebuild its military and pose a potential threat to NATO.
Norway Intelligence Assessment: Russia Needs 5-10 Years Post-War to Rebuild
🎦 23:38-23:53⏩
- Norway's intelligence service estimates Moscow needs 5-10 years after the Ukraine war ends to fully realise expansion plans (e.g., in Karelia). Russia has minimal reserves for the next two years in some areas.
Denmark Intelligence Assessment: Threat Hinges on NATO Cohesion and Perceived Weakness
🎦 23:53-24:32⏩
- Denmark sees no immediate threat but believes Russia is more willing to use force if it perceives NATO as unable to maintain military superiority, unresponsive, or disunited (reflecting current concerns about US policy). Threat hinges on NATO cohesion.
- Russia might act against neighbours (especially non-NATO) if it believes it can achieve gains without risking direct conflict with NATO/US.
Sweden Intelligence Assessment: Russia Can Increase Quantity but Quality Will Lag
🎦 24:32-25:08⏩
- Sweden assesses Russia cannot wage another major war concurrently with the current one in Ukraine.
- Russia can increase military capability quantitatively within a few years (reconstituting numbers) but improving qualitatively (training, modern equipment) will take longer.
Estonian Intelligence Assessment: 3-4 Years for New Units, Sustainability Uncertain
🎦 25:08-25:42⏩
- Estonia estimates 3-4 years for Russia to create facilities for new units (e.g., 44th Army Corps).
- While Russia may lack political will for mass mobilisation now, the sustainability of forming new units over 3-5 years is uncertain due to factors like sanctions.
- Jonathan adds that ongoing conscription provides a continuous pool of recruits potentially convertible to contract soldiers.
Lithuania Intelligence Assessment: Potential for Limited Attack on NATO State(s)
🎦 25:42-26:21⏩
- Lithuania notes Russian plans for a 30-50% increase in personnel/equipment facing West.
- While unlikely capable of a major war in the medium term, Russia could potentially launch a limited military action against one or several NATO countries.
Finland Intelligence Assessment: No Growth Near Finland During War, Irreconcilable Conflict with West
🎦 26:21-26:54⏩
- Finland assesses that Russian military power near its border is unlikely to grow significantly while the war of attrition continues in Ukraine.
- Russia prepares for hostile operations, but no decision seems made.
- Finland's stark geopolitical view: Russia's interests are in "irreconcilable conflict with the West," with no possibility for improvement currently. Jonathan contrasts this with the apparent US administration shift towards engagement.
German Military/Intelligence Assessment: Potential Threat to NATO Soil in 5-8 Years
🎦 26:54-27:25⏩
- Germany's military chief (April 2024) saw a potential threat in 5-8 years, by which time Russia could reconstitute forces sufficiently for an attack on NATO soil.
- The BND (intelligence chief, Nov 2024) saw no concrete intentions for war currently but warned the risk will grow if hawkish views prevail in Moscow.
UK CDS Assessment: Remote Chance of Direct Attack on NATO (Tony Radakin)
🎦 27:25-27:55⏩
- UK Chief of Defence Staff Tony Radakin assessed only a "remote chance" of a significant direct Russian attack on the UK or NATO as a whole.
- He stated Russia knows the response (conventional or nuclear) would be "overwhelming."
US ODNI Assessment: Multi-Year Recovery, Larger but Not Qualitatively Better Military Planned
🎦 27:55-28:33⏩
- The US Office of the Director of National Intelligence (ODNI) assessed in 2024 that Russia faces a multi-year recovery.
- Announced plans to expand ground forces will likely fall short but still result in a larger, though not qualitatively better, military over time.
- A 2025 assessment noted long-term challenges (troop quality, corruption, demographics) but expected steady reconstitution/expansion over the next decade via investment.
Dara Massicot Assessment: Constraints on Russian Growth, Stockpile Depletion Risk by 2026
🎦 28:33-29:23⏩
- Dara Massicot's paper (Sept 2024) judged that financial and demographic factors constrain Russia's military growth potential by 2030.
- Most equipment sent to the front is refurbished and qualitatively worse.
- If early 2024 loss rates continue, Russia risks depleting Soviet-era stockpiles for certain equipment types, possibly by 2026.
- Achieving significantly higher production/manpower would require further mobilisation measures, putting the economy/society on a deeper wartime footing.
CSIS Assessment: Highlights Russian Military Weaknesses (Tech, Corruption, Economy, Labour)
🎦 29:23-29:40⏩
- A Center for Strategic and International Studies (CSIS) paper highlighted Russian weaknesses: undeveloped military high-tech industry, procurement corruption, overheating economy, and labour shortages due to war-induced migration/attrition.
RAND Assessment: Shift to Mass/Firepower, Risk of Permanent Militarisation, Unpredictable Threat
🎦 29:40-31:03⏩
- A RAND paper (Jan 2025) described Russia's proposed military model as enlarging the force, re-establishing structures for large land wars, relying heavily on nuclear forces, and returning to mass/firepower.
- Post-war, reversing the shift to a wartime economy/defence sector will be difficult without backlash, potentially leading to "permanent militarisation."
- Jonathan links this to the idea Russia can't demobilise easily because the war economy is now integral; continued militarisation (like the Soviet Union) might follow.
- RAND notes some "retrograde" aspects of reconstitution might actually make Russia a more unpredictable threat for the US/allies.
Jonathan's Perspective: Doubts Russia's Ability to Attack Others Soon After Ukraine War
🎦 31:03-32:08⏩
- Jonathan reiterates his long-held view that it seems unrealistic for Russia, given its current state, to attack other countries immediately after the Ukraine war.
- However, he acknowledges that if Russia focused entirely on reconstitution for 3-5 years with conflict in mind, they could likely achieve capability for further action.
Russia Developing Machines to Rewind Fibre Optic Spools for FPV Drones
🎦 32:08-33:38⏩
- Jonathan follows up on yesterday's discussion about fibre-optic guided FPV drones.
- Russians are reportedly trying to build simple machines to rewind used fibre optic spools.
- This could be cheaper than buying pre-wound spools from China and potentially allows reuse of recovered cables.
- Jonathan raises practical questions: cleaning the recovered cable, snagging/breakage, knowing the remaining length after re-spooling.
- Despite challenges, Russia seems to be pursuing reuse of spools/cabling, which could be significant.
Wrap up
🎦 33:38-33:43⏩
- Jonathan hopes the information was appreciated and interesting, signing off until next time.