Latest / Combat Veteran News / Russia Recruitment Dries Up As Casualties SPIKE!
Transcript
- 0:00You know, there's nothing more
- 0:01satisfying than seeing a rich person run
- 0:04into a problem they can't buy their way
- 0:06out of. Sorry, buddy. I don't care how
- 0:08many car dealerships you own, it can't
- 0:10make your kids love you. Well, the
- 0:12biggest rich [ __ ] in the world,
- 0:14Vladimir Putin, is realizing that no
- 0:16amount of rubles is going to get the
- 0:17Russians to die in his pointless war.
- 0:20Let's take a look. So, according to more
- 0:23research and statements from inside of
- 0:26the Russian recruitment machine,
- 0:29new contract soldiers have essentially
- 0:32dried up. Now, this is described as a
- 0:35crisis in Russian troop recruitment, and
- 0:38this is from sources inside of Moscow
- 0:40City Hall, military commissariats, and
- 0:42the combat zone itself.
- 0:45The drop uh was preceded by a surge in
- 0:51uh
- 0:53recruits in the start of the year
- 0:55because, well, thanks to President
- 0:57Trump's sort of uh performative peace
- 1:00talks, it a lot of uh troops actually
- 1:03thought that they were going to sign up,
- 1:04get these massive bonuses, and then
- 1:08never actually see combat. They would
- 1:10serve in some kind of garrison DMZ type
- 1:13of force, all while collecting a big fat
- 1:15paycheck. Well, that scheme has
- 1:18backfired, and now that that surge is
- 1:21over, the remaining people willing to
- 1:23sign up to fight is essentially
- 1:26dropping off a cliff. This uh the exact
- 1:31statistics are a little different, but
- 1:33the daily number of new contract
- 1:35soldiers has fallen about 20% from this
- 1:38time last year, but
- 1:40the actual uh when you add in things
- 1:43like desertions and reduced combat
- 1:46effectiveness that of those that do sign
- 1:48up, you're seeing Russian units at the
- 1:50front are only manned to about 30 to 40%
- 1:53of their authorized strength, meaning
- 1:55about a 70% hole in the total number of
- 1:59troops that the Russians expect at the
- 2:01front lines. There's other using other
- 2:05methodologies like bonuses paid out,
- 2:07you're actually seeing that drop in
- 2:10contract soldiers look more like a
- 2:12third, a 30% drop. Now, this is
- 2:16doesn't This means that Russia has of
- 2:17course turned to we'll call it less kind
- 2:21methods of filling their
- 2:24uh
- 2:25ranks, right?
- 2:27Because
- 2:28uh we've seen increasing reports of
- 2:31Russia literally just forcibly
- 2:33contracting
- 2:36individuals who are in criminal
- 2:37proceedings, individuals in serious
- 2:39levels of debt. In fact, there's even
- 2:41some rumors that the cops in Russia are
- 2:44oh, trumping up charges a little bit to
- 2:48put some pressure on people, right? What
- 2:49normally would be a slap on the wrist
- 2:51fine is suddenly facing real jail time,
- 2:54which means that Russia or that military
- 2:55recruiters have a little bit more teeth
- 2:59to put in their incentives. Now, what I
- 3:02think is also interesting is that a
- 3:04recruitment crisis is also occurring
- 3:06inside the Russian military, that it's
- 3:08particularly difficult to recruit
- 3:09specialists for these specialized units
- 3:12like Rubicon. This is kind of a
- 3:15Russian military what we would call a
- 3:17center of excellence, concentrating the
- 3:19best drone pilots and engineers in a
- 3:21single place where they can kind of
- 3:23share ideas, evolve, and grow tactics
- 3:25that then get spread to other units on
- 3:27the front.
- 3:28Because their Rubicon has a strict
- 3:30selection criteria, and well, a lot of
- 3:34soldiers keep dying, only about 1/3 of
- 3:37the personnel Rubicon needs can actually
- 3:38be recruited and pass the selection
- 3:41criteria, which from what we've heard is
- 3:43really not that high. It's the ability
- 3:45to pass like a basic drone uh
- 3:49drone course taught by the manufacturer.
- 3:52And
- 3:53the
- 3:55There's also rumors that there are
- 3:56covert campaigns lying to individuals
- 3:59that they are signing up for civilian
- 4:01jobs in the rear. And we talked about
- 4:03this occurring in among Russian students
- 4:05who are told that they are signing up to
- 4:07join drone units or drone support units,
- 4:10but in fact become uniform service
- 4:11members and are simply reordered to
- 4:15attend or
- 4:17or join assault units. There's also
- 4:20reports that these job postings using
- 4:22similar language and very large sums of
- 4:24money appear in Belarus and in China.
- 4:27And
- 4:28the
- 4:30Russian federal budget have shown that
- 4:32recruitment payouts have been falling
- 4:34since the end of last year. The daily
- 4:36new number of contract soldiers again
- 4:38plummeting nearly 20%. But among those
- 4:40that do sign up, Russian commanders
- 4:42report that the quality of the newest
- 4:46sign-ups have been have quote
- 4:48deteriorated significantly. This is
- 4:50means an army being filled with old
- 4:52people with chronic illnesses, uh former
- 4:54prisoners, the homeless, and foreign
- 4:56mercenaries who it says lack even basic
- 4:59training or motivation or even language
- 5:02skills, even the ability to understand
- 5:04orders as they're given. This means
- 5:06these newer contract soldiers are
- 5:08actually suffering massive losses. And
- 5:10in turn, those that do survive realize
- 5:13how incredibly stacked the deck is
- 5:15against them and oftentimes desert. That
- 5:17means again that these frontline units
- 5:20This is how you end frontline units that
- 5:22have a 70% of their authorized strength
- 5:26simply never arrives at the front at
- 5:28all. And we can see this bear out in
- 5:31Ukraine's numbers, right? They Ukraine
- 5:33is reporting um
- 5:35staggering
- 5:36uh rates of kills among Russian
- 5:39soldiers. 1,270
- 5:41soldiers a day. That's a 30% rise from
- 5:45Ukraine's original target. Remember, the
- 5:47Ukrainian target for Russian losses is
- 5:5030,000 troops a month or 1,000 troops a
- 5:53day. The fact that we're seeing on a
- 5:55regular basis uh
- 5:58numbers 25, 30% higher than that is a
- 6:01sign of just how effective the Ukrainian
- 6:05drone campaign is, how deep it reaches
- 6:07into Russian territory, and how
- 6:09committed Russia is to pursuing its
- 6:12offensive tactics.
- 6:15And
- 6:16what's also kind of interesting, I want
- 6:18to point out a few stats.
- 6:20When we look at Russian
- 6:23propaganda strike videos, the FPV drone
- 6:25videos of strikes, we see that almost a
- 6:28third of what Russia strikes are
- 6:30actually these robotic ground systems.
- 6:32In contrast, Russia fields almost none
- 6:34of them, where Ukraine is simply taking
- 6:37out in a typical day one to two. I would
- 6:39say that
- 6:41based on my conversations when I was at
- 6:44the
- 6:45uh in eastern Ukraine, that I would say
- 6:49Ukraine loses closer to 200 ground
- 6:52drones in a in a single day, maybe
- 6:54between 20 and 200. So, this is a sign
- 6:57that again, Russia still doesn't isn't
- 6:59really or hasn't made the investments in
- 7:02reducing its human casualty rate uh that
- 7:05Ukraine has. Again, these ground robots
- 7:07perform um the most dangerous missions
- 7:11for these units. And it Every ground
- 7:16robot that gets destroyed represents a
- 7:20person who didn't have to go on that
- 7:21mission.
- 7:23And the fact that Russia neither never
- 7:25invested in or still does not see the
- 7:27need to build cheap ground robots to
- 7:29perform these kind of basic tasks is
- 7:31itself strange and a little disturbing.
- 7:35When we look at the total number of
- 7:36casualties though, you see just how
- 7:38staggering this can get. You also see
- 7:41that the loss rate of Russian troops has
- 7:45actually been remarkably steady since
- 7:48about
- 7:51the middle of last year, over the last
- 7:5212 months. You've seen I mean, this is
- 7:54insane. In the
- 7:56The war has gone on for 4 years. And
- 7:58basically Russia hit a million
- 8:00casualties almost 6 months ago to the
- 8:02day.
- 8:03So, it took 3 years to get to their
- 8:06first million.
- 8:08Right?
- 8:09And since then, Russian casualties have
- 8:12hit nearly 1. 4 million. So, 40%
- 8:17of all deaths in this war or all
- 8:20casualties in this war have occurred in
- 8:22the last 12 months. No, I'm sorry,
- 8:25that's not quite right. A third. A third
- 8:28of all of the war's casualties have
- 8:31occurred in just the last 12 months.
- 8:33Which is kind of insane. You can
- 8:35actually see uh very unusual. In this
- 8:37war, the first 100,000 Russian
- 8:41casualties
- 8:42the was the first year. You can see the
- 8:44first 18 months of the war was when
- 8:46Russia took its first 100,000
- 8:47casualties.
- 8:48Right? Now, it takes 100,000 casualties
- 8:52uh let's see, in about
- 8:55according to this in about night every
- 8:5890 days.
- 8:59Insane. Insane casualty rates. Well,
- 9:02surely you say, "Well, Russia is is a
- 9:04gas-based economy. They They have a huge
- 9:07oil and gas industry. They're They're
- 9:08They're They're just going to spend
- 9:09money. They're going to pay more
- 9:10bonuses. They're going to attract more
- 9:12people."
- 9:13Well,
- 9:14there's just a problem.
- 9:15Russia actually doesn't have any gas to
- 9:18sell. In fact, it's turning to its
- 9:20allies like Kazakhstan,
- 9:22begging them for fuel imports.
- 9:25And they're also begging India to sell
- 9:27them fuel. This is the Russian
- 9:29Federation, guys. This is the one of the
- 9:32largest oil-producing countries on the
- 9:35planet, and they're begging the Indians
- 9:38to sell them back gasoline. And by the
- 9:41way, guys, it is very expensive to ship
- 9:44crude oil to India,
- 9:46unload it, refine it, pack it up into
- 9:48barrels, and ship it back to Russia.
- 9:50And by the time it would get to Russia,
- 9:52it would actually be unaffordable for
- 9:53Russian citizens.
- 9:56To solve that problem, Russia actually
- 9:58is starting to pay out subsidies. That
- 10:00is to say, Russian taxpayer money is
- 10:04reducing the price of gasoline for the
- 10:06average Russian. Now, maybe you think
- 10:08subsidies for gas is a good idea or a
- 10:10bad idea. Uh
- 10:11but the the point is that that money
- 10:15Russia would rather see it go to funding
- 10:17its military, building more ground
- 10:19drones, or
- 10:21recruiting more unwitting
- 10:23drunkards.
- 10:25So, the fact is that we're seeing Russia
- 10:28just I mean, really engage in some
- 10:30desperation here. And
- 10:33you think that it's still at least
- 10:35selling crude oil is going to be a
- 10:36profitable enterprise for Russia, but
- 10:38that's not true, either.
- 10:40You could see that the price of a barrel
- 10:42of Urals crude is under $60 a barrel.
- 10:44That's insane because, remember,
- 10:48the price cap
- 10:50on Urals crude
- 10:52is $60 a barrel. That is the sanctioned
- 10:55It is below the sanctioned level. That
- 10:58is how low it is currently trading.
- 11:01Okay? The last time it was trading sub
- 11:0460 was right before the Iran war. And
- 11:07you could see, in fact, that in October,
- 11:10it was trading it was it cracked 60 in
- 11:14October of last year. So, you could see,
- 11:16Urals crude, the price had been very
- 11:18low.
- 11:19Putin gets some relief, but then very
- 11:21quickly,
- 11:22Strait of Hormuz, guys, not even open,
- 11:24by the way. This isn't a Strait of
- 11:25Hormuz thing. This is some sort of weird
- 11:27expectations thing.
- 11:30So, you're looking at Vladimir Putin,
- 11:32who in some cases, his refineries it it
- 11:34or his not even refineries, his crude
- 11:37oil production, it may not even be
- 11:39profitable in some of the more remote
- 11:40regions. At $60 a barrel, some of those
- 11:42remote facilities barely make money. It
- 11:45is We're talking about
- 11:48fractions of a percent of profit. Right?
- 11:52Again, the general thinking was and I'll
- 11:54explain this, the sanctions regime that
- 11:56hit Putin, the thinking was to say,
- 11:59"Listen, what we don't want is for us to
- 12:01sanction an oil producer, have them shut
- 12:04down their oil or remove that oil from
- 12:06the global economy, creating an oil
- 12:09inflation spike that hurts Western
- 12:12countries, right? Where we have
- 12:14effectively sanctioned ourselves from
- 12:15buying Russian oil instead of
- 12:17sanctioning Russian oil for sale." So,
- 12:18they said, "Well, why don't we make it
- 12:20so that instead of making $60 a barrel
- 12:24or
- 12:25or $25 a barrel, Russia makes $1 a
- 12:28barrel?" So, it's still worth it for
- 12:30them to extract it, refine it, pack it,
- 12:33ship it, send it to Europe,
- 12:35or whoever needs it, keeping global oil
- 12:37prices stable, but
- 12:41we still And if Russia wants to make
- 12:42money, they will. They just have to sell
- 12:44a lot of oil to make the same money.
- 12:46And you can see that's part of the
- 12:47incentive of this shadow fleet. The
- 12:49shadow fleet existed because you can see
- 12:51here, this is where it exists. It exists
- 12:52because
- 12:54everything they make above 60 is pure
- 12:56profit.
- 12:57So, you can see that again, if you
- 12:58assume Let's assume it costs about Let's
- 13:01say it's costs exactly $60 a barrel for
- 13:03Russia to produce oil. Here, it's making
- 13:05$8 a barrel.
- 13:07Of course, you have to load it onto a
- 13:08shadow fleet tanker to sell it, but
- 13:10that's not been a problem. Up here, you
- 13:13see Russia's making $40 a barrel. Here,
- 13:15it's making $60 a barrel. And now,
- 13:19today, it's losing $1.20 every barrel it
- 13:23produces. And the odds are Again, this
- 13:27doesn't appear to be a Hormuz thing cuz
- 13:29Hormuz is currently closed.
- 13:31The odds that it opens by the end of
- 13:33July is basically a coin flip according
- 13:35to Polymarket.
- 13:37So, you're forced to conclude that
- 13:39whatever's going on is a problem inside
- 13:41the Russian Federation.
- 13:43And whether that's Europe actually
- 13:45putting some some violence behind its
- 13:47sanctions regime, whether that people
- 13:49don't want to hold Urals crude because
- 13:51they don't know the deliveries will
- 13:52happen and they say, "Listen, I I an
- 13:54order for Urals crude today
- 13:57might go up in smoke by Ukrainian drone
- 13:59next week. I might never see it."
- 14:02And I have to price it accordingly.
- 14:04So,
- 14:06all of this, right? It could also be
- 14:07just a function of Iranian oil going
- 14:09from sanctioned to unsanctioned. And if
- 14:10you were buying sanctioned oil and you
- 14:12can suddenly buy Iranian oil, well,
- 14:14maybe you just go
- 14:17who cares?
- 14:18So, this is a absolute uh unmitigated
- 14:21train wreck for Vladimir Putin. Now, if
- 14:23you guys uh
- 14:25feel like your own workout routine is a
- 14:27train wreck, uh trust me, I get it. I'm
- 14:30a full-time YouTuber, a dad, and I
- 14:32really want to have a badass summer bod.
- 14:34Um
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- 15:08Thanks to Brandon Alford, Peter, Mike,
- 15:10William, Thomas, Deborah, Paul, Jeff,
- 15:11and Lieutenant Tier folks. Really
- 15:13appreciate you guys. I'll catch you in
- 15:14the next one. Cheers.