Battlefield Losses in UkraineThere is debate as to how much manpower and materiel Russia has lost in Ukraine. Ukraine’s Ministry of Defense likely inflates Russian losses for both its domestic audience and to further ingratiate Kyiv to its western backers. Likewise, Moscow is wont to undercount its losses to paint its operation in a better light for its domestic audience. What is not up for debate is that Russian forces have paid a heavy price during Putin’s “special military operation.” I used
data compiled by Oryx, a Dutch open-source intelligence (OSINT) entity, that requires video or photographic evidence of the destruction, damage, capture, or abandonment of Russian equipment. As a result of these strict measurement standards, Oryx data is likely to undercount Russian losses, while still providing a point of analysis for the researcher.
This table captures Russian battlefield losses in Ukraine across five major weapon systems. There are limitations to the data available. I used Oryx data as this entity requires video or photographic proof of equipment destruction, damage, capture, or abandonment. As a result, the numbers above are likely to be an undercount of Russia’s true battlefield losses. Source:
https://www.iiss.org/online-analysis/military-balance/2024/02/equipment-losses-in-russias-war-on-ukraine-mount/Table 2 provides aggregate data on major equipment losses, regardless of equipment variant or model. For example, a destroyed main battle tank may be a destroyed T-80 or a T-72. In total, Russia lost 2856 MBTs during its first 761 days of combat operations in Ukraine, or in other words, Ukraine destroyed an average of 3.75 Russian tanks per day for 761 days. Russia has also lost around
20 percent of its Su-34 fleet.
Sanctions Take a Bite out of Russia’s Arms IndustryThere is still a demand for Russian arms.However, fear of the Countering America’s Adversaries Through Sanctions Act (CAATSA) is restricting Moscow from receiving critical components required by its defense industry. As an example, the Royal United Services Institute identified at least 450 foreign-made components originating from nine states in Russian military platforms, noting that a minimum of 80 components were
subject to exports controls by the United States, to say nothing of additional sanctions imposed by the EU and others.
Russia cannot merely turn to
import substitution to solve this problem—a 2019 internal assessment showed that Russia was largely unable to domestically produce replacements for the electronics and equipment its defense industry requires. Likewise, sanctions are driving would-be customers away from purchasing Russian arms. The clearest example of this fear is
Egypt backing out of its previously signed Su-35 deal. In its aftermath, Moscow transferred Yak-107 training aircraft to Tehran in September 2023, presumably ahead of an eventual
“Egypt’s” twenty-four Su-35s to Iran.
There is little doubt that sanctions on both arms exports and the sale of critical
inputs to Russia’s defense industry—mainly optical equipment, microchips and semiconductors, engines, and machine tools—have greatly affected Moscow. As
Secretary of Commerce Gina Raimondo stated, “The Russian military is struggling to find spare parts for their tanks, for their satellites, for their rocket-mounting systems…” However, the longer the Russo-Ukrainian War drags on, the more apparent it becomes that Russia is finding work-arounds with the assistance of partners who have years of experience
evading sanctions.
Additionally, it has been reported that Moscow reached out to Myanmar, India, Brazil, Egypt, Belarus, and Pakistan in an attempt to
buy back previously provided engines, optics, cameras, and other critical defense industry inputs. In the case of Egypt, Cairo reportedly agreed to return
150 helicopter engines to Russia after its previous deal to surreptitiously provide Moscow with 40-thousand artillery rounds drew the ire of Washington. Iran and China continue to be Russia’s main partners in securing inputs into its defense industrial base.
The Moscow-Tehran Nexus and Sanctions EvasionMoscow’s growing relationship with Tehran is an area of concern for two major reasons. First, Iran’s long history of working around various sanctions regimes has allowed Tehran to share these methods with Moscow. Most notably, Moscow has taken to using the
North-South Corridor as a prime shipping route for illicit goods that feed its war effort. Second, after
Shaheed-131/136 drones during the initial stages of the Russo-Ukrainian War to attack Ukrainian critical infrastructure, Tehran and Moscow inked a deal to build drones at a facility in Tatarstan with a goal of producing
6,000 drones.
As a result, Russia is not only producing effective systems to be employed against Kyiv, but gaining valuable technical expertise that can feed back into its defense industry. Likewise, the mass production of cheap, effective, unmanned systems may eventually afford Moscow another means of attracting future buyers and regaining some of its lost market share.
Moscow-Beijing Security CooperationRussia and China have strengthened their relationship, with Moscow
machine tools and the microchips required to produce tanks, missiles, and aircraft. Russia imported nearly 90 percent of its microchips and 70 percent of its machine tools from Beijing in 2023, no doubt seeking to fill the loss of $114 million USD worth of
semiconductors and microchips the United States supplied in 2021. This is a critical relationship for Moscow to nurture. The
Russian defense industry requires approximately 30-thousand microchips per month but is only capable of producing 8-thousand per month domestically, with many being poorer quality than those available from other sources.
Beijing and Moscow are also working together to produce
drones and optical components for Russian tanks and other armored vehicles. This collaboration has drawn the attention of officials in Washington with
Secretary of State Tony Blinken recently visiting Beijing to personally deliver the message, “If China does not address this problem, we will.” In summary, Russia’s defense industrial base is adapting in the face of sanctions. It remains to be seen how well it can balance current requirements in Ukraine and still produce enough quality systems for its export customers who traditionally have imported main battle tanks, fighters, and air defense systems.
The Russian Defense Industrial BaseDissatisfied with efforts to sustain the fight against Kyiv, Putin established a Ukraine Board in late 2022 to supplant the VPK, Russia’s military-industrial commission.
6 The Ukraine board’s primary focus is to overcome the logistical challenges of delivering equipment, repairing armaments, and delivering munitions to the battlefield. For Russia, the challenge remains balancing current requirements of its force in Ukraine against modernization efforts and production to maintain its arms exports. Initial indications are that current requirements have trumped the latter two priorities for the near future.
7DIB Balancing: Current Operations, Modernization, and Arms SalesThere is still a
demand for Russian arms from MENA states. However, the Russian DIB is focused on refurbishing older tanks and armored vehicles to replace battlefield losses and fielding new equipment to the armed forces, leaving
little available for export. Further, sanctions may limit these exports for the foreseeable future.
Russia’s aviation industry has been hit hard by sanctions and is challenged to maintain its current inventory of older airframes. Specifically, the pace of Russian Aerospace Forces (VKS) operations in Ukraine, combined with the age of the airframes they have employed, reduce the lifespan of these aircraft. As such,
operational tempo may add to the challenges faced by the Ukraine board as the Russo-Ukrainian War continues apace. In other words, the longer the Russo-Ukrainian War persists, the more likely that any components and repair parts Moscow receives through its sanction-evading partners will go towards maintaining its operations against Kyiv, not to exports.
There is also evidence that Moscow is struggling to fill its current orders.
As of August 2023, the head of Rosoboronexport—the entity that handles arms exports—reported a backlog of $50B USD worth of orders, with 75 percent of these orders being for aircraft and air defense systems.
8 Prior to its invasion of Ukraine, Russia struggled to produce large numbers of fighters. For example,
between 2011-2020, industry was able to produce between 8-12 Su-34s annually, casting doubt as to whether or not the VKS will receive replacement airframes for the approximately 20 percent of Su-34 inventory it has lost over the skies of Ukraine.
Despite the mobilization of society and industry to support the war effort, recent reports estimate that the
VKS currently procures only around a combined total of 20 Su-30, Su-34, and Su-35 aircraft annually. This is a dire warning for Rosoboronexport. The Su-30 has long been Russia’s primary export fighter, with Russia providing greater than 600 aircraft to its customers, including 12 Su-30MK to Algeria.
9 To put this into perspective, American industry has produced 150
F-35 Joint Strike Fighters per year prior to moving into full-rate production.
It remains to be seen whether industry can handle the increased demand of backfilling battlefield tank losses with refurbished Soviet-era systems, while modernizing the force, and still yet have enough capacity to provide India with the
T-90S tank engines and transmissions Moscow previously agreed to as part of Moscow and New Delhi’s joint T-90S production agreement (see Table 1). The Ukraine board and Russian DIB appear to be focused on playing to their own advantage in the Russo-Ukrainian War, mass. As such, industry is turning to Soviet-era and other older main battle tanks in storage to fill this gap. There is still interest in Russian arms; however, it stands to reason that potential customers are interested in new builds of the T-90, not in the old, retrofitted Soviet-era inventory.