Extract from ABC News
Analysis
Depending on which analyst you speak to, it is now a race between who runs out of money first: Ukraine or Russia. (AP: Rodrigo Abd)
The world's first drone war
There were several major assessments of the conflict produced this week including by the Institute for the Study of War and the Atlantic Council.
Both reflect a growing consensus that, however long the war goes on, the strategic and technological advantages that Ukraine had in the early days — built around drone and high-tech warfare — has now dwindled.
The Atlantic Council noted that, in what it says "is widely recognised as the world's first drone war", the smaller and more innovative Ukrainian military initially held the initiative in the deployment of drones, "but the Russians have learned important lessons from early setbacks and are now steadily eroding Ukraine's advantage".
Russian President Vladimir Putin was scornful this week about both NATO and Western Europe and the suggestion he wanted to wage war. (Reuters: Sputnik/Grigory Sysoev/Pool)
Significantly, it was not just the technology but the means and funding of its delivery that were stand out features of Ukraine's war effort.
"At the start of the full-scale invasion, Ukraine's vibrant tech sector represented an important asset that the authorities in Kyiv were quick to mobilise," the Council paper said.
"This tech prowess helped cement the country's strategic focus on drones, which could be designed and produced domestically to compensate for a lack of more conventional weapons."
That tech sector in Ukraine — and also in the Baltic states — has not just been agile in terms of changing technology but in terms of finding innovative ways to fund the purchase of drones.
It says much about the nature of this war that Ukraine has a deputy minister of defence for digital transformation.
Deutsche Welle reported that the minister, Oksana Ferchuk, told a technology conference in Estonia recently that "the technology on the frontline is changing every two to three weeks".
"You just cannot afford it because the products you are buying, if you deliver it within a year, you will not have a military unit to supply to," Ferchuk reportedly said.
Such flexible and creative procurement looks like being the exact opposite of the sorts of lumbering costly debacles we have too often seen in Australian defence purchases.
Russia relies on sheer scale
There are two online marketplaces where Ukrainian brigades can order drones and other weapons using either government or private funding for a ten-day delivery.
But all that nimbleness is now being challenged by a Russian military which has undergone its own transformation from its very 20th century approach of troops and tanks seen in the early stages of its full-scale invasion.
The Atlantic Council said Russia had been both studying Ukrainian tactics and technologies, but "also dramatically expanding its own domestic drone manufacturing base".
"The Kremlin has been aided in this by allies including China and Iran, who have provided vital components along with the blueprints for key drone designs," the council said.
"The Kremlin strategy has focused on mass producing a limited range of models for use on the battlefield and in the bombardment of Ukrainian cities. This methodical approach has paid dividends.
"By the end of 2024, it was already becoming clear that the drone war was turning in Russia's favour. This trend has only intensified over the past year. "
There are two online marketplaces where Ukrainian brigades can order drones and other weapons. (AP: Iryna Rybakova/Ukraine's 93rd Mechanized Brigade)
At the Institute for the Study of War, Kateryna Stepanenko links the Russian advances in Pokrovsk not to "a sudden breakthrough but rather from months of dedicated battlefield shaping".
"Russian forces were able to make significant advances in and around Pokrovsk only recently, after successfully achieving partial battlefield air interdiction (BAI) effects over Spring-Summer 2025, which degraded Ukrainian ground lines of communications (GLOCs), enabled Russian infiltration missions, and subsequently undermined Ukraine's ability to sustain tactical defences.
"The recent Russian advances in and around Pokrovsk would not have been possible, however, without the commitment of significant amounts of manpower and other traditional material in this direction at the expense of other efforts."
And the Atlantic Council agrees that Russia is still relying on sheer scale and numbers to defeat its opponent.
"The current effectiveness of Russia's drone units does not mean the drone war has shifted decisively in Moscow's favour," it said, "but recent trends do expose a gap that Ukraine must urgently close".
Putin meets US officials at Kremlin for Ukraine talks
Critical minerals a crucial cog
There continues to be a focus in the coverage of the war on what Trump and Putin say and do, and to a less extent on what the Europeans are doing.
It is the Europeans who now have to foot the bill for assisting Ukraine (the means to do so are still not settled) but who have at least roused themselves into action with a massive shift to manufacturing armaments.
It is all a bit slow. There is a renewed focus on the fact that roads, railway lines and other infrastructure in Western Europe is not designed for the easy movement of military hardware — a problem identified years ago but never addressed.
Depending on which analyst you speak to, it is now a race between who runs out of money first: Ukraine or Russia.
The views on just how resilient the Russian economy is to the ongoing massive cost of the war are particularly divided.
How Australian defence companies are benefitting from war in Europe (Eliza Goetze)
But a crucial determinant — further down the supply chain — may be the issue that seems to raise its head wherever you look these days: critical minerals.
Another assessment released this week was by the Stockholm International Peace Research Institute (SIPRI), which conducts regular comprehensive surveys of military production and spending and which has just released its latest report on the revenue and sales of the 100 largest arms-producing companies in 2024.
"European arms companies are investing in new production capacity to meet the rising demand," SIPRI said.
"But sourcing materials could pose a growing challenge. In particular, dependence on critical minerals is likely to complicate European rearmament plans."
"As an example of the risks of such dependence", the SIPRI report said, "the trans-European company Airbus and France's Safran met half of their pre-2022 titanium needs with Russian imports and have had to find new suppliers.
"Furthermore, in light of Chinese export restrictions on critical minerals, companies including France's Thales and Germany's Rheinmetall warned in 2024 of the potential high costs of restructuring their supply chains."
Even as the dysfunctions in international diplomacy continue, what happens over the next few months of a bitter winter could well be determined — both at the front and in the more complex story of support by allies — in the more prosaic realm of changing technology and supplies of copper and titanium.
Laura Tingle is the ABC's Global Affairs Editor.
No comments:
Post a Comment