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Ukraine Update: Could loose lips sink the whole counteroffensive? Maybe, but not this time

This Twitter post from Bellingcat researcher Aric Toler collects several messages that originally appeared on infamous site 4Chan:

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This shows someone in an argument over Ukrainian and Russian positions within the last two weeks. The argument isn’t too unusual, except that the someone seems to have very precise values for the number of Ukrainian troops in each location—and some pretty official-looking images that seem to have come directly from military sources.

Those images look official because it appears that they are. Widespread reporting, including The Wall Street Journal and The New York Times indicates that these images are taken from a classified presentation involving NATO officials. The images from 4Chan (which are much larger and more detailed in the originals) are part of a set of six that circulated on pro-Russian channels on Telegram. However, it looks like these 4Chan posts were the first appearance.

The images don’t just include information about the current status of operations in Ukraine, they also include details of a supposed Ukrainian counteroffensive. It’s unclear if this information reflects U.S. or NATO evaluation of Ukrainian plans, of if these are plans that originated in the West as a suggestion to Ukraine. As The Wall Street Journal notes:

The photographs that appear to be of printed presentation slides and maps posted online don’t show the planned routes and timelines for the Ukrainian offensive, but they do contain information that, if true, could be of value on the composition and readiness of the new military units that Kyiv and its allies are preparing and equipping for the spring campaign.

There’s also a chance—a really good chance, actually—that the “plans” are actually disinformation. In fact, all of the information contained in the images may be part of a disinformation campaign. Which could be from the U.S. or Ukraine or Russia or … who knows?

In some of the images as they appeared on Telegram, information has been altered to appear more favorable to Russia. For example, the number of Russian casualties has been dropped from “35.5k — 43.5k KIA” to “16k — 17.5k KIA.” At the same time, Ukrainian losses have been massively inflated to make it appear that Ukraine has lost far more than Russia.

The 4Chan posts seem to be deliberately attempting to troll pro-Russian posters, holding up evidence that even in areas where Russia enjoys a tremendous numerical advantage, it hasn’t been able to translate boots on the ground into military success. The versions on Telegram tell a nearly opposite story even though some of the numbers remain the same. On Telegram, the images are used to prop up a narrative that the Ukrainian military is exhausted, that Russia has plenty of reserves, and that Russian victory is inevitable. 

Interestingly, one of the images found on 4Chan didn’t become part of the set that is circulated on Telegram. That would be the image attached to this post, which shows a detailed situation around Bakhmut.

Post reportedly showing detailed information on situation in Bakhmut.

I’m not going to report on what’s shown on this map because whether it’s disinformation or actually NATO top secret status details of the situation on the ground, going over it in detail would seem to fall in the category of A Bad Thing. However, it’s clear that what’s shown in this map doesn’t please pro-Russian sites, or at least was not easily modified into something favorable enough to be a part of the pro-Russian version that was packaged up for Telegram consumption.

Does this look like disinformation? Honestly, it does not. But then … isn’t that what good disinformation should look like?

Is it something that will represent a serious threat to Ukrainian plans for the counteroffensive? That seems very, very unlikely. For one thing, there must be room fulls of people at the Kremlin right this moment, going through the military equivalent of this:

They don’t know if it’s real, or if it’s a fake, or if it’s disinformation they were intended to find. And sure, they could shift troops to locations where the “plans” indicate Ukraine is going next, but would that be exactly what Ukraine wants them to do? Obviously, I cannot drink the wine in front of me.

The more important factor here is that assuming this is real, and assuming it wasn’t deliberately posted with the intention of falling under Moscow’s gaze, it represents a serious breach of operational security that could place a serious damper on trust between Ukraine and military intelligence at NATO and in the U.S. 

The U.S. and others have been providing Ukraine with detailed intelligence since before the invasion began, but there have been frequent reports that this exchange has rarely been mutual. Ukraine has had some deadly serious OPSEC on its actions. That’s helped things like the Kharkiv counteroffensive to launch without anyone getting so much as a peep that it was coming.

Intelligence officers in Kyiv have reportedly long been concerned that sharing their plans with Washington was just inviting Vladimir Putin to lean over their shoulder and read. In recent months, a greater trust had been growing and Ukraine has been more open with NATO and the Pentagon about their plans, in part because it helped them make the case for what equipment, training, and ammunition they would need. 

This leak, assuming it is a leak, could be a big setback to that improving relationship.


Bakhmut is still an intense fight, but it’s the only one at the moment

If there’s something in that Bakhmut map that makes Russian sources unhappy, it’s probably how much of the city remains in Ukrainian control and how little progress Russian forces have made around the city in the last three weeks.

The last few days, the number of Russian losses reported by the Ukrainian General Staff has been drastically lower than it was last week, and not even half of the 1,000+ numbers that were routinely reported in the previous two weeks. That happened again on Friday.

In part, this is due to the overall decrease in the number of assaults that Russia has been launching lately. The report from Friday morning showed just 40 attempted advances over the previous 24 hours. Almost half of these—16—took place in the city of Bakhmut and just north of the city near the village of Berkhivka, meaning that everywhere else along the nearly 1,000-kilometer front line, Russia attempted just 24 advances at any scale.

One other thing worth picking up from this report: While the number of men, tanks, and APVs being lost on a daily basis may have declined, Ukraine continues at an accelerated pace when it comes to taking out Russian artillery. Whether that’s happening through drones (as has been seen in several recent videos) or more accurate counterbattery fire, these numbers show Ukraine continuing to effectively whittle away at the one piece of equipment most vital to Russia’s strategy.

Eenie, Meanie, Chili Beanie. The Spirits are about to Speak!

I’m taking off my journalist hat for a moment and popping on my armchair analyst propeller beanie. I’ve tried to avoid making predictions about the course of this war, but I’m going to make one now:

Ukrainian soldier with drone
A Ukrainian mortar unit takes step one: releasing the surveillance drone.
  • Many analysts came into this fight saying that the time of the tank was over. They were wrong. Tanks aren’t being used the way they were in World War II, but they are still a vital part of capturing positions when used in combination with other vehicles and infantry. That’s still going to be true at the end of this war.
  • Throughout the war, Russia has had just one successful tactic, one in which heavy artillery bombardment reduces Ukrainian defensive positions over an extended period while infantry, with light armor support, continues to probe for weaknesses. When Russia has sufficiently reduced the area through continued use of artillery to level potential defensive positions, the whole show slides forward and the process begins again. 
  • Here comes the prediction—this tactic is on its way out. It’s not the tanks’ role that is going to be seriously diminished by the end of this invasion, it’s the one piece of hardware that has done the most damage and been the most essential to Russia in this conflict and others—that “king of battle,” the artillery gun. By the time this fight is over, both precision-guided ammunition and the proliferation of drones are going to greatly diminish the importance (and the life span) of artillery, making the kind of tactic Russia has so far employed almost impossible to sustain. The king of battle is going to run into a palace coup.

Okay, putting the beanie back into my official Cecil the Seasick Serpent Fan Club box. Back to work. Get back to me in a few months and I will accept a flounder across the face if this prediction turns out to be a dud. And yes, I did mix together some Bullwinkle and Cecil. I will face the appropriate charges at the Hague.


The spring offensive is still waiting for spring

On the list of obstacles to Ukraine launching a major counteroffensive, what’s happening on 4Chan is probably way, way down at the bottom. They still have to get enough forces trained on all the new Western equipment coming into the country. They have to work out a logistical chain that is now almost infinitely more complex than it was when every Ukrainian unit was moving around a mix of Soviet and homegrown equipment. They have to form all this new gear into something that looks like coherent units. They had to determine how equipment that was originally designed to fight light infantry in Northern Africa or take out militants in the mountains of Afghanistan is best used in the fields, hills, forests, and cities of Ukraine. 

If Ukraine conducts a successful counteroffensive over the next few months, there are going to be a lot of very tired heroes who never came near the battlefront but spent thousands of hours in spreadsheets and on maps working out how to make what must now be the most equipment, training, and experience-diverse army on the planet work in actual combat.

And when all that’s done, there is still this.

A local resident rides bicycle along a flooded street in the town of Kramatorsk, Donetsk region on April 4, 2023, amid the Russian invasion of Ukraine. - On April 4, in the village of Gorodeshchyne in the town of Kramatorsk, a spillway sluice on one of the ponds was damaged. 260 households on 30 streets were flooded, in particular 51 private houses and 209 adjacent plots. 3 people were rescued, another 12 were evacuated, Ministry of Internal Affairs reported. (Photo by Genya SAVILOV / AFP) (Photo by GENYA SAVILOV/AFP via Getty Images)
General Mud? Please stand by for Admiral Flood. Kramatorsk, April 4, 2023.

The weather today in Bakhmut? Rain. Tomorrow? Rain. Tuesday, Wednesday, Thursday, and Friday next week? Rain. The good news is that on Monday, it’s only cloudy.

It’s one thing to try to plan around General Mud, but right now many areas of Ukraine are under the control of Admiral Flood. To say that things are unlikely to dry out real soon now is an understatement. But hey, at least eastern Ukraine seems to not be headed for another round of this …

A woman walks her dog in a snow covered park after snowfall in the western Ukrainian city of Lviv on April 6, 2023. (Photo by YURIY DYACHYSHYN / AFP) (Photo by YURIY DYACHYSHYN/AFP via Getty Images)
A woman and her dog trudge through snow in Lviv, April 6, 2023.

Snow blanketed parts of western Ukraine again this week and had been predicted in the east. However, it now looks like temperatures are going to remain above freezing along the front so it’s going to be rain, rain, and more rain. It’s going to be slightly drier at the northern end of the front near Kupyansk, where rain is expected only four of the next seven days, but that area tends to have the worst off-road conditions, so it’s not a great help.

Honestly, all of this rain is likely just what Ukraine wanted to see at the moment. Getting prepared for a counteroffensive is a monumental task. If General Mud and his comrades just keep things mired in place for the next couple of weeks, that’s a good thing. Ukraine is only getting more prepared and Russian forces, for better or worse, aren’t going anywhere.


Meanwhile, in Russia

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