Kamil Galeev Profile picture
Dec 8 22 tweets 8 min read Twitter logo Read on Twitter
Contrary to the popular view, significant superiority in the quantity of weaponry does translate into the military victory. The military output delta is a great predictor of whether you win or not, and the longer a war lasts, the better it works

You outproduce -> You win
One major Russian advantage is the sheer quantity of air defence missiles. Countering the enemy airforce & projectiles, air defence systems cover the Russian ground forces from every possible aerial threat. They also allow Russian airforce to bomb Ukrainians without distractions
Now how can Russia produce so much? Let's follow some of the key production operations in the manufacture of S400 missile at the MMZ Avangard. Part of the Almaz Antey corporation, it is a major Russian producer of air defence missiles
1. Casting

Casting = pouring liquid metal into a form (mould/die). This is the cheapest way of mass production by far. It is seldom automated and typically involves a lot of manual operations, like this

Primitive it looks, it is unbeatably cheap & efficient for mass production
2. Pressing/forging

Serves to increase the strength of metal, and/or to give it a desired shape.

Still involves a fair deal of manual work. That is because transition to the computer control affected pressing/forging less. Thus ancient Soviet equipment can work perfectly well
Casting & pressing work great for mass production. There is however a problem. They can seldom produce a component of high precision or convoluted geometry. And that is where you need another metalworking process: machining Image
What is machining all about? As Michelangelo said:

"The sculpture is already complete within the marble block. I just have to chisel away the superfluous material"

And that is exactly how machining works. You take a workpiece, cut off the excess material -> get a precise part
Image
3. Machining

And that is how machining is being conducted at the Avangard plant. Notice the contrast with the casting/pressing. Fully automated, no manual operations at all. That is because transition to the computer control revolutionized this specific process completely
That's how machining used to be conducted

That's how it is being conducted now

Fully digitised, extremely software-reliant. Manual operations excluded Image
That's how machining used to be conducted (1976)

That's how it is being conducted now (2012)

Nothing in common

(This is an example from the Kalinin Plant, see ) kamilkazani.substack.com/p/how-to-make-…
Image
Machining is how you make a missile (for most part). It is the very high precision machining capacity that determines the Russian ability to outproduce it enemies. And the Avangard Plant's machining base does not include imported machines. It consists of them
Image
Let's consider the Avangard's corporate report for 2012. Why 2012? Well, because it was published in 2013. And starting from 2014 (=Crimea), the plant became very much less transparent. So this is the very, very last glimpse into its high transparency era

That's what they had on balance/in lease in 2012
Image
Full list of machining equipment:

🇨🇭Switzerland: Center lathe machine tool “SCHAUBLIN” model 150A; Universal milling machine tool “SCHAUBLIN” model “53N”; Spark-erosion machine tool “AGIE” model “AGIETRON 370C” [now “GF machining solutions”]

🇩🇪 Germany: universal milling machine “DECKEL” model “FR3”; Five Axis Vertical Milling Machining Center "Spinner U5-620" with CNC "Heidenhain TNC 620+HSCI" panel

🇮🇹 Italy: Flat grinding machine “ROSA” model “RTRC 1200”;

🇪🇸 Spain: Spark-erosion machine tool “ONA” model “KE 500”;

🇺🇸 USA: Coordinate boring machine “SIP” model “MP 3 K” [“Hauser”], coordinate grinding machine “HAUSER” model “S 50 DR”;

🇯🇵 Japan: Spark-erosion machine ROBOCUN-0iD (Fanuc)

🇰🇷 South Korea: Vertical machining center “DNM 500” (VT-40) “DOOSAN”, vertical machining center “DNM 650” (VT-40) “DOOSAN”

🇹🇼 Taiwan: Circular grinding machine "JHU-4010H", circular grinding machine "JHU-2706H", profile grinding machine "Techmaster 634 Easy", radial drilling machine "WJR1112S", surface grinding machine "JL-6020 AHR", Vertical machining center “LG-500AP”; Vertical machining center “TORNADO HCMC 15AP”
This list reflects:

Leadership of Western Europe. High capacity, high capability

Learning progress of Taiwan and South Korea. Still limited capability, but already high capacity

Quantitative decline of the USA. Still high capability, but already limited capacity Image
The absence of Russia-made machining equipment is not very surprising The post-Soviet collapse ruined Russian machine tool production and the technological disruption (transition to computer control) finished it. So starting from 2003, Putin just outsourced the production abroad Image
What is really interesting, and somewhat unexpected in this list is the brilliant absence of China

There was apparently nothing Chinese at the Avangard Plant in 2012

Nothing at all Image

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More from @kamilkazani

Dec 9
Toy countries make stuff to make stuff. As this market is small, it is almost invisible in the aggregated data. Yet, it is absolutely bottleneckish

Left: Watervliet Arsenal, NY 🇺🇸
Right: Motovilikha Plants, Perm 🇷🇺

Both use modifications of the same Austrian 🇦🇹 GFM machine


Image
Image
Once again, toy countries don't make much stuff

But if you look at the stuff to make stuff, they role is huuuuugely disproportionate to their size and population
Both machines were installed in the 1970s. And that is also a good point

Whether you are the US🇺🇸
Or the USSR ☭

When you need to make stuff, you will probably buy your stuff to make stuff from a toy country🇦🇹. Because there are not many options, really. The market is small Image
Read 4 tweets
Dec 3
Backed by the manufacturing power of Europe, Putin may very well win this war. The Russian machining park consists of Western (mostly EU 🇪🇺) tools imported in 2003-2023. With spare parts flow & tech support uninterrupted, Russia gonna steamroll over Ukraine as planned 🇺🇦

🇷🇺🚀💪
Image
Ballistic missile producers continue to receive all the necessary supplies and maintenance

(You may go through this thread to get a first impression of how the Russian military manufacturing base looks like, on example of Votkinsk Plant)

Launch systems producers, too

(Titan-Barrikady)

Read 4 tweets
Dec 2
1. Russia makes more weaponry than its enemies. If nothing is done about its military production, Russia will win this war

2. Establishing the new political rule:

Always bet against the US allies

3. With the absolutely destructive effect on the US policy and standing in Asia
4. The Russian victory in Ukraine will radically devalue the worth of the US alliance in the eyes of the world

5. Yes, America lost asymmetric wars before. But this is the first time, it will be defeated in the symmetric warfare

6. Its standing will be adjusted accordingly
7. Yes, never bet against the US rule will stand for a while (don't declare the war, don't attack the US soil)

8. But now it will be supplemented with always bet against the US allies

9. Promises, guarantees and commitments are not worth much. America is weak -> backs off easily
Read 24 tweets
Nov 14
1. Russian-Ukrainian war is mostly an artillery war

2. Russian artillery production fully relies upon a few dozen GFM Steyr (Austria) radial forging machines

3. Which rely upon the continuous supply of expendables from the original producer

It is *the* bottleneck. Target it
The funny thing with the GFM Steyr is that it is not even a large business. In 2021, its revenue was estimated at only 32,5 million euros. In 2022, it rose to 69,8 million (for obvious reasons). Yet, the Russian artillery industry is critically dependent upon this single company
First, the existing park of GFM Steyr machines requires a steady supply of parts and expendables to keep them running. Consider this one single SXP-55 radial forging machine operating at the Motovilikha Plants, a major artillery & MLRS producer
Read 9 tweets
Nov 4
There was never an "Islamic State of the Mamluks of Egypt". You just made it up

First, there was a Turkic State of the Turkic Mamluks

Then, there was a Circassian State of the Circassian Mamluks

In 1517, the King of Rome smashed Circassians and annexed Egypt into his empire
13-14th cc. - the Turkic State
14-16th cc. - the Circassian State
1517 - the Roman Conquest

Neither political realities, nor the political imagination of pre-modern polities had anything to do with an idea of nation state. Which was not even a thing before the French Revolution
Pre-history of pretty much any nation state is fictitious and largely made up. We describe very bizarre (from a modern standpoint) political orders and imaginations in a way they would make for a teleological nation state narrative

Purely political, nothing to do with reality
Read 4 tweets
Nov 2
75 years since the first partition, the Israeli-Palestinian conflict is not over. Based on the last four weeks , we can only expect it to escalate, resulting in more mutual dehumanisation, more reciprocal violence, more of the previously uninvolved joining it on either side 🧵 Image
What kind of conflict it is?

Contrary to the popular opinion, this is not a war of religion. Religious or eschatological interpretations too often obfuscate the underlying reason of why it all happens

Territory

This is and has always been a territorial conflict Image
You will not understand dynamics of either the Arab-Jewish or Muslim-Jewish relations without realising the territorial nature of the Israeli-Palestinian conflict

Territorial conflict generates ideological justifications

Land is the base, ideology is the superstructure Image
Read 17 tweets

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