Kamil Galeev Profile picture
May 5 19 tweets 5 min read Twitter logo Read on Twitter
Why Russia is running out of shells?

Whereas the Wagner's shell hunger is real, ascribing it to the ill intentions of bureaucracy may be somewhat simplistic. It reflects the peculiar structure and the peculiar history of the Russian military manufacturing base

(not a 🧵) Image
What you should know of the Russian military industry:

1. After 1991 the output collapsed, often by few orders of magnitude
2. In Putin's era it bounced back, but not to the Cold War era levels
3. Both the collapse and the revival affected various types of weaponry unevenly
It would not be *too* much of a simplification to present the demand on the new weaponry in the following way:

Demand = State Defense Order + Exports

Now the thing is that in the 1990s the State Order was usually non-existent. If it was existent, it was often not paid for
"Our plant received zero State Defense Order between 1994 and 2000" is a very typical story. Even worse, when the state made a purchase, it could delay the payment for years and years. For the most types of weaponry, the State Defense Order was inexistent as a source of funding
Now what happens with a plant that receives no (regularly paid for) State Defense Order for years? Desolation. It loses best workers, equipment, tacit knowledge. By 2000, Russia was estimated to have lost 300 technologies of weaponry production (e.g. the tank barrel technology)
The 1990s collapse was uneven. Successful exporters were affected less. If I were to name an industry that fared exceptionally well, compared with others, I would name the aircraft & aircraft engine producers. Some of them even continued buying *new* equipment!

Aircraft💪 Image
Now if I were to name an industry that fared exceptionally poorly, it is the shell production. It continued faring exceptionally badly till the very recent period:

a) Huge Soviet ammo stocks
b) No major artillery wars in Russia *or in the world*
c) Losers!

Ammunition😩 Image
Soviet Union prepared for the global war. It accumulated enormous ammunition stocks exactly with this purpose. It had also built the very large ammunition producing industry, designed for quickly expanding production in the case of war. In the post-1991 it was all unnecessary
No major artillery wars -> Small consumption of shells (satisfied primarily with the Soviet stocks for years) -> Impoverishment of industry -> It cannot maintain the Soviet-inherited manufacturing base

Now the funny thing is that it continued through the Putin's era as well
Retrospectively it may look strange. Historically though, it made total sense. Russia invested in weapons it planned to use actively, and only after it decided it would use them. E.g. investments in strategic bomber production really started only after involvement in Syria Image
Russia is waging a WWI-style war requiring with a massive supply of shells. But Russia did not plan for this type of war. As this scenario was unexpected, the manufacturing base had not been prepared for it

Improvements started coming late and were very limited in scale Image
Through the Putin's era most of the military industry was consolidated into a few mega-holdings:

Roscosmos - ballistic missiles
KTRV - cruise, anti-ship, airbombs
Almaz-Antey - air defense (&Kalibr family)
and the largest - Rostec, which did not have a particular specialisation
Unlike other megaholdings which have a clear specialisation, Rostec unites everything its CEO Chemezov could and wanted to swallow. Land army armaments, aircraft, navy. As Putin's old St Petersburg pal, Chemezov is too powerful. That's why his company is the largest by far Image
But not shell production. Extremely atypically for the Russian military industry, most of the shell production consists of "unitary enterprises" owned directly by state. Most of the other military plants have been swallowed by one or another state megaholding. Not shells though
The most plausible explanation for that is that no major interest group really tried to take the ammo industry under their control. It just did not generate enough revenue and was not expected to start generating it in the foreseeable future. Low export, low State Defense Order
No money -> no powerful interest group will try to take over you

BUT

No money -> the horrible condition of your (very large) manufacturing base

These two are not independent variables
Now let's sum up:

1. As the Russian military industry collapsed and then recovered unevenly, the quality of its current manufacturing base is very uneven
2. It is ranging from aircraft 💪 to ammunition 😵
3. 😵 results from Low Export + Low State Defense Order
Now both the Low Export and the Low State Defense Order result from nobody really expecting or preparing for long WWI-style trench war. As the war went wrong, the long-deprioritized industry suddenly became important. Still, fixing its manufacturing base quickly may be hard
The end

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More from @kamilkazani

May 1
The managed system more often than not appears as a black box to its upper management. It is not transparent. I do not quite understand how it works. All I have are the output signals of the very uneven quality. And that is all I can base my judgement and my decisions upon🧵 Image
This explains much of the perceived "irrationality" of top decision makers:

a) The system isn't transparent. It produces signals of uneven quality
b) Choose the presumably higher quality signals *you are able to process*
c) Base your decisions upon them

Hence "irrationality" Image
Reality is incomprehensible in all of its complexity (and we tend to very much exaggerate how well we do comprehend it). It is covered by the fog of war. And perhaps nothing else illustrates it so vividly as, well, the war Image
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Apr 9
Medvedev's diatribes make sense if we consider that from Putin's standpoint the real threat must be coming from those already in power, rather than from the cartoonish & powerless opposition. And among those already in power, his own courtiers are by far the most dangerous
Like where else the threat may be coming from? From nowhere. People can never beat the army

1. Street protests? Well, they can't beat the army
2. Rebels (e.g. Caucasus). Same story. They can't beat the army
3. Regional barons. Same story, unless they have their own armies
4. Army itself. YES! Absolutely, yes. And that is a major reason for the Russian military setbacks. The army in Russia is not optimised for winning a foreign war. It is optimised for presenting as little threat to the regime as possible. At cost of the fighting power, of course
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Apr 9
From a third worlder’s perspective this classist dimension used to be even more pronounced. Until recently you needed to either have lived in this culture to have mastered all the required shibboleths (= upper class) or hire people who did (= also upper class)

And then came… twitter.com/i/web/status/1…
God created people, TikTok made them equally familiar with modern American discourse. I know many Americans are concerned about TikTok being a tool of Chinese espionage. But when it comes to softpower, it primarily is a tool of American rather than Chinese cultural influence
TikTok is how American upper class memes diffuse to the Global South. In particular, nothing upper-class-Americanised the discourse of the Russian youth as much as TikTok. In 2020, I returned to Moscow after a long time abroad and was astonished at how deeply it had transformed
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Mar 5
Regarding Darya Dugina, I think that foreign observers tend to wildly exaggerate significance of ideological alignment (like are you pro/against Putin). That is 99% rhetorics and can be changed overnight

But they just as wildly underrate the significance of class and status
Condolences published by the "opposition" figures are very telling. "Innocent", "child [30 y.o.]", "victim". Singling out Dugina and whitewashing her, absolving from responsibility for her actions makes sense if:

- "Pro/against Putin" doesn't matter
- "Noble/commoner" matters
What is important about Dugina is that she leveraged the *international* fame of her dad to get into the circle of Moscow establishment -> become noble. After that the Moscow establishment (= Russian nobility), "oppositional" or not will stand for her like a Spanish tercio Image
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Feb 25
Many thanks to everyone who chose to donate last time. Some donors were *outrageously* generous, allowing soldiers to purchase new communication equipment, thermal binoculars, etc. A new round of donations on the Ukrainian military and volunteers starts now🧵
1. Fundraising for the PVS-14 night vision monoculars

PayPal: gleb.parfenov95@gmail.com

Wire:
Receiver: PARFONOV HLIB
Swift: UNJSUAUKXXX
IBAN: UA403220010000026204329575932
JSC UNIVERSAL BANK

BTC bc1qsksu2x0lnqs09yv3qtsdlxgxjsmqecdqrmjhvy
ETH… twitter.com/i/web/status/1…
2. The territorial defense mortar men are raising for the DJI MAVIC 3 THERMAL drones

PayPal:
Yana.kachkovska@gmail.com

Wire:
Receiver: KACHKOVSKA YANA
SWIFT: PBANUA2X
IBAN: UA183052990262076400929452083
ACCOUNT: 4731185628430750
JSC CB PRIVATBANK
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Feb 25
You can see how blessed is America with its geography, if you compare Mississippi with Volga. The largest river in Europe. Easily navigable. No rapids. Slow -> easy travel in both directions. And flowing nowhere Image
Volga flowing into the endorheic Caspian Sea, it did not connect you with the World Ocean

Color = which sea do the rivers flow into

Dark grey = rivers do not flow into the ocean = relative isolation

Entire Volga/Kama basin including all of Central Russia is dark grey Image
Waterways being the most important means of communications till the railroad boom, the drainage patterns shaped the historical patterns of development. For example, Volga did not allow for an easy travel to the ocean but it allowed for an easy trip to the Greater Iran and back Image
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