Latest / Combat Veteran News / Intel Leak: Putin Preparing 500k MASS MOBILIZATION
Transcript
- 0:00It's an established fact at this point
- 0:01that the Russian manpower crisis is
- 0:04really putting the screws to Vladimir
- 0:06Putin's war effort. The only question
- 0:08is, how can he solve it? What can he do
- 0:12to get more men into the field and
- 0:15resolve his economic crisis at the same
- 0:17time? Sounds like an impossible task,
- 0:19but Vladimir Putin has escaped from
- 0:22worse political crises before. Just what
- 0:25solution is he gearing up for? Well, it
- 0:28looks pretty bad. Let's talk about it.
- 0:31So,
- 0:33Zelenskyy is warning that Putin plans to
- 0:36mobilize up to half a million Russians
- 0:39and send them into the war.
- 0:41Specifically, they estimate that between
- 0:43300,000 and 500,000 people possibly will
- 0:46be mobilized in late September or early
- 0:48October. Now, I I want to point out that
- 0:51this actually wouldn't require much of a
- 0:53change at all from the actual Russian
- 0:56government because, remember, Russia is
- 0:58a country with mandatory service. And
- 1:02what has happened thus far in the war is
- 1:05that under Russian law, which Vladimir
- 1:08Putin personally dictates, the a
- 1:11conscript who is doing their mandatory
- 1:13service can only be used to defend
- 1:16Russian sovereign territory. And that
- 1:19any individuals that fight in Ukraine
- 1:21are volunteers who sign contracts. Now,
- 1:24the pool of conscripts is a great source
- 1:28of contract fighters because, well,
- 1:31think about it. Often times in Russia,
- 1:33individuals who are stuck in the
- 1:35conscription pipeline are often times
- 1:37very poor, very young, and often for the
- 1:40first time away from their families.
- 1:42It's pretty easy to coerce them to say,
- 1:44"Listen, you got a steady paycheck,
- 1:46maybe for the first time in your life
- 1:48over the last 18 months. Plus, the
- 1:49Russian military has just trained you in
- 1:51how to fight. Why not sign a contract,
- 1:54make 10 times as much, and just fight in
- 1:58Ukraine.
- 1:59It's a key source of manpower for the
- 2:02Russian war effort, but
- 2:05even now conscripts are getting wise to
- 2:07the realities of the war and those units
- 2:12that take the highest casualties are the
- 2:14ones that receive the most young
- 2:15conscripts. So, uh
- 2:18it is not the source of manpower that it
- 2:21used to be for the Russian government.
- 2:25And
- 2:26that's why it seems highly likely that
- 2:29Putin is going to be actually conducting
- 2:32a mobilization. Now, mobilization is a
- 2:34third thing. It's not contract service
- 2:37and it's not being a conscript.
- 2:38Mobilization means that everyone who
- 2:40completed their mandatory military
- 2:42service as a conscript is now getting
- 2:45activated and then sent to Ukraine. Now,
- 2:48Putin tried this once before in 2022
- 2:51when he did so, Russia experienced an
- 2:55unprecedented
- 2:56amount of both political upheaval, but
- 2:58also brain drain as Russia's most
- 3:00productive citizens, young men with
- 3:03significant future prospects, fled the
- 3:06country. And those those men that fled
- 3:09were often times ones that Vladimir
- 3:11Putin's economy needed. Not only would
- 3:14he have preferred to have young military
- 3:15age men
- 3:16there for the war effort, but the
- 3:19Russian economy actually just needs
- 3:20productive workers. And the individuals
- 3:22that fled the country were
- 3:24disproportionately likely to be
- 3:27ones who are able to work abroad. Uh
- 3:29think like uh a a data analyst, a a
- 3:33physician, uh a
- 3:36uh uh
- 3:37skilled tradesman. Those kind of
- 3:39Russians who are badly needed inside of
- 3:41Russia to work and pay taxes fled the
- 3:44country and have not returned by almost
- 3:46all accounts. And so,
- 3:49the
- 3:51the unpopularity of the first wave of
- 3:54mobilization has stopped Vladimir Putin
- 3:56from engaging in a second. And also, you
- 3:59should store that in the back of your
- 4:01mind because when Putin makes these
- 4:03preposterous threats about nuclear war
- 4:05or the full might of the Russian
- 4:06military, remember, this is a guy who
- 4:08hasn't even activated his regular normal
- 4:11reservists, right? Even that is too
- 4:13politically untenable for him. So, it's
- 4:16unlikely that he's going to take some
- 4:17even more absurd escalatory action.
- 4:21But now it seems like mobilization might
- 4:23be on the table. Zelenskyy is claiming
- 4:25that the Kremlin may be expanding their
- 4:27mobilization in September or early
- 4:29October. This corresponds, of course,
- 4:32with Russian elections that are likely
- 4:34to occur on September 21st.
- 4:37Now, remember, Russian elections are not
- 4:40really competitive in the sense that you
- 4:42or I would think of them.
- 4:43Sometimes there will be
- 4:47multiple Putin-approved candidates that
- 4:49like kind of compete with each other,
- 4:51but mostly what they're competing for is
- 4:53access to power. They don't really
- 4:56compete for
- 4:58with different ideological bends because
- 5:01the Russian State Duma exists primarily
- 5:04to write the laws Vladimir Putin wants
- 5:06to bring into existence. He has direct
- 5:09personal control over the laws of the
- 5:11Russian Federation. And when he wants
- 5:13something to happen, he simply instructs
- 5:15his Duma deputies to write laws to to
- 5:18allow it to occur. This is interesting
- 5:20because as we talked about with the the
- 5:23conscripts, a great example is that when
- 5:26Putin first invaded Ukraine, what he
- 5:28said was that he was liberating an
- 5:31independent country, the DPR and LPR.
- 5:34These are the two oblasts, Luhansk and
- 5:36Donetsk oblast, in Ukraine. Vladimir
- 5:38Putin at first said, "Hey, we are
- 5:40liberating
- 5:42independent countries that just the
- 5:43pesky West doesn't want to recognize."
- 5:46And the State Duma said, "Yes, we
- 5:47authorize Vladimir Putin to liberate our
- 5:49neighbors, to save our neighbors from
- 5:51the oppressive Ukrainian regime."
- 5:53And then, about a year later,
- 5:55Vladimir Putin said, "Actually, the DPR
- 5:57and LPR, they're they're part of Russia.
- 6:00They're part of Russian sovereign
- 6:01territory." And the State Duma
- 6:03immediately
- 6:04right on cue, reversed course and said,
- 6:06"Oh, we now annex these countries that
- 6:08were independent. Now, we're annexing
- 6:10them. Now, they're part of Russia."
- 6:11Right? But obviously, that doesn't even
- 6:14make sense either because, well,
- 6:16conscripts should be fighting and
- 6:18defending the motherland, right? But
- 6:20they're not. So,
- 6:22what gives?
- 6:23And it's because obviously,
- 6:25these laws are just sort of performances
- 6:27put on by Vladimir Putin and
- 6:29rubber-stamped by the Duma.
- 6:31They don't carry any real legal
- 6:33meaningful weight inside the country.
- 6:36So,
- 6:37the State Duma's going to greenlight
- 6:39whatever they want, and those elections
- 6:40will happen on the 21st. And then,
- 6:44that
- 6:45uh after the votes the votes are
- 6:48tabulated, uh
- 6:50Putin will announce his mobilization.
- 6:52And
- 6:53again, this isn't about the election,
- 6:56but the election can become a
- 6:58opportunity for opposition figures to uh
- 7:02galvanize
- 7:04discontent among the Russian public,
- 7:05right? It's kind of like a
- 7:08well, it's like a it's it's a fake
- 7:10election,
- 7:11but it's it really draws in a contrast
- 7:15uh how
- 7:17uh politically unfree Russia is. And,
- 7:19you know, when you do something really
- 7:21unpopular,
- 7:22it risks getting people riled up
- 7:24needlessly. So,
- 7:27the
- 7:28uh Ukrainian president is estimating
- 7:29that a potential call-up could mobilize
- 7:31about 3 to 500,000 people. That would
- 7:34effectively increase by about 40 ish
- 7:37percent uh the number of Russians in
- 7:41Ukraine if that were to be successful.
- 7:43Now, training Remember, the Russian
- 7:45infrastructure to train 300,000 500,000
- 7:47people already exists. They do it every
- 7:50every 6 months.
- 7:51And so,
- 7:53this would not be that hard. It would
- 7:55just be tough to get them to the front
- 7:57lines. But remember, every single month
- 8:00Ukraine Russia is likely experiencing a
- 8:03net loss of 5 to 7,000 troops. And
- 8:09in Ukraine, so the total number of
- 8:11troops deployed in Ukraine is actually
- 8:12going down. That's a huge [snorts]
- 8:15crisis for a military. You really can't
- 8:17afford to lose that many troops before
- 8:20you start cannibalizing your formations
- 8:23and degrading your combat power.
- 8:26Now, Zelenskyy says, "Listen, they're
- 8:27going to be poorly trained or untrained
- 8:29people thrown onto the battlefield.
- 8:31They're going to take heavy losses."
- 8:32This is almost all true. But that will
- 8:36give
- 8:37uh Putin a short-term breathing room.
- 8:41Because he has a two major problems that
- 8:44he is trying to solve with this if he
- 8:46does this mobilization. In fact, one of
- 8:48the reasons I think mobilization is
- 8:49going to occur is simply because the
- 8:51problems Vladimir Putin is facing most
- 8:53acutely will all be solved with a mass
- 8:55mobilization.
- 8:57What are they? The first is that the
- 8:59special military operation has become
- 9:01untenably expensive. The Russian
- 9:03government is operating on a budget
- 9:05deficit. Uh it is swiping the credit
- 9:08card effectively to fund the special
- 9:10military operation. And a huge part of
- 9:12that is these exorbitant bonuses that
- 9:14are required to attract fighters to sign
- 9:18up as contract soldiers.
- 9:20You could save a lot of money if instead
- 9:23you simply forcibly mobilize these
- 9:25troops and said, "Listen, you're just
- 9:27going to be earning conscript level pay
- 9:29if any pay at all." That would reduce
- 9:31probably my estimate would be 90% of
- 9:34salary and benefits payments that the
- 9:36Russian government would have to make
- 9:38and would greatly reduce the cost of the
- 9:40special military operation.
- 9:42You also
- 9:44have a problem of
- 9:47inflation in the Russian Federation,
- 9:50which is also caused in part. Some of it
- 9:52is because of shortages of things like
- 9:54gasoline. Can't imagine how that
- 9:56happened, but also because of these
- 9:58exorbitant wages paid to service
- 10:01members, right? And their families when
- 10:03those service members are liquidated.
- 10:05But also because of the exorbitant
- 10:07military spending, it's required them to
- 10:10pay workers really high wages both to
- 10:13ensure that they
- 10:15work and say a Shahed factory
- 10:18where they're risking their lives.
- 10:20There's a premium for that. Plus, they
- 10:21just have to compete with the local
- 10:23recruiter. And so, that has pushed wages
- 10:26up faster than actual Russian economic
- 10:29productivity.
- 10:31And it may also
- 10:34And so, by by mobilizing, you're going
- 10:36to actually pull some of those high-wage
- 10:39workers out of the workforce. It's going
- 10:40to depress wages and make the cool
- 10:43Russian inflation. It's also because the
- 10:46Russian economy is slowing down, it may
- 10:48have a surplus of military-age men who
- 10:52cannot work, right? Particularly
- 10:53industries like construction and
- 10:55agriculture are very male heavy in
- 10:56Russia. So, something has to absorb
- 11:00these excess workers, and a mobilization
- 11:02will do exactly that. And so, it's going
- 11:05to likely it's going to help give
- 11:07Vladimir Putin breathing room
- 11:10in a lot of different aspects of his his
- 11:13war effort. That's why I think you're
- 11:15really likely to see it, but there's
- 11:17other solutions that Vladimir Putin is
- 11:19also toying with. Notably, this one
- 11:21here. And because it is reportedly,
- 11:24according to Ukrainian intelligence,
- 11:26also asking North Korea for an
- 11:28additional
- 11:30influx of troops. Now, you might recall
- 11:33that the North Koreans provided about 10
- 11:37to 15,000 troops during the Ukrainian
- 11:40incursion into Kursk. And I think what
- 11:43happened is that North Korea seemed to
- 11:46have said, "Listen,
- 11:47we are not going to invade a third
- 11:48country,
- 11:50but we will absolutely help Russia
- 11:51defend
- 11:53its own territory." And so, the North
- 11:55Koreans, almost certainly with Chinese
- 11:57tacit approval,
- 11:58deployed 10 to 15,000 troops. And at
- 12:01first, the North Koreans
- 12:03fared really terribly in the
- 12:04battlefield.
- 12:05But, they very quickly adapted and
- 12:08actually did some innovations that
- 12:11spread throughout the battlefield. I eat
- 12:13the idea that you can use a small arm
- 12:15rifle to shoot down an FPV drone. This
- 12:17is something that really wasn't
- 12:19considered to be
- 12:21a viable strategy. It was considered a
- 12:22desperation move. But, in fact, as
- 12:24they've shown, it actually can work. The
- 12:26North Koreans were able to pull it off
- 12:28as a part of their their tactical
- 12:30doctrine. And so, the North Koreans in
- 12:32Kursk were very effective, and the North
- 12:36Koreans initially denied that their
- 12:37troops had been there at all. The
- 12:39Ukrainians said, "No, we really think
- 12:41they are. These are fake documents."
- 12:43But, then what was interesting is that
- 12:45the United States intelligence apparatus
- 12:47said, "No, these really are North Korean
- 12:48troops out here."
- 12:50And what consequences did North Korea
- 12:52face for sending their troops to expand
- 12:55this war?
- 12:56Nothing. They faced no consequences, no
- 12:58additional sanctions, the
- 13:01performative condemnations by European
- 13:03countries. And so, the North Koreans
- 13:05likely have turned around and said,
- 13:06"Listen, we we can publicly admit this.
- 13:08I mean, this is a real photo, by the
- 13:09way, of Kim Jong-un. He constructed a a
- 13:13memorial to the hundreds of troops that
- 13:16were killed in Kursk.
- 13:19Here they are. This is this is North
- 13:20Korean troops, right? This is modern
- 13:21battlefield armor.
- 13:23This is him really
- 13:26publicly not just acknowledging, but
- 13:28praising the fact that they went, and
- 13:30here they are literally, a North Korean
- 13:31flag and a Russian flag, uh praising the
- 13:33troops that went there and fought in
- 13:35this
- 13:37military operation.
- 13:38And so, you have the North Koreans
- 13:40saying, "Listen,
- 13:42we went and did this. The international
- 13:43community didn't have anything to say
- 13:45about it. They just kind of took it."
- 13:47And he says, "Great. So, now we would
- 13:49really consider helping you again.
- 13:52And maybe this time it'll be more
- 13:54troops,
- 13:55again, gaining more combat experience,
- 13:58uh and likely
- 13:59they are going to
- 14:01do so with a fighting in Ukraine, where
- 14:03where
- 14:04again, North Korea says, "Listen,
- 14:06the international community didn't do
- 14:07anything to us when we fought in Kursk.
- 14:09They're not going to do anything to us
- 14:11when they fight in occupied Ukraine."
- 14:14And 30,000 troops would be a massive
- 14:16difference. It's the equivalent of about
- 14:171 month's worth of recruitment for the
- 14:20Russian uh
- 14:22Federation.
- 14:23And so,
- 14:25the
- 14:26uh
- 14:28they uh Zelenskyy's reporting actually
- 14:30that there are now receiving stations in
- 14:32Voronezh Oblast. This is a a huge deal
- 14:35because again, the North Koreans,
- 14:38remember, these green troops, well,
- 14:40they're not as green as they were
- 14:41because they have learned a bunch from
- 14:44those North Koreans that survived the
- 14:46fighting in Kursk. Those North Koreans
- 14:47have returned. They have instilled in
- 14:50their brethren new doctrine, new combat
- 14:53tactics. Now they're going to arrive,
- 14:55let's
- 14:56into Russian reception areas, uh 80%
- 14:59familiar with modern combat. They're
- 15:01going to know what a drone is, they're
- 15:02going to know how to maneuver, they're
- 15:03going to know how to protect themselves
- 15:04from observation, right? The Russians
- 15:06will give them a little bit of a
- 15:06battlefield update, they'll talk to them
- 15:08about the AI drones and new tactics and
- 15:11changes to the battlefield, but again,
- 15:13it's far easier to move the North
- 15:14Koreans from 2024 to 2026 than it is to
- 15:18move them from 1960 uh 1964 to 2026.
- 15:23And [snorts]
- 15:25but again, North Korea doesn't do this
- 15:27stuff for free. They want ballistic
- 15:29missile technologies. They're going to
- 15:30want a lot more. Um, they're going to
- 15:32want rocket technologies. They're also
- 15:33going to want, um, uh,
- 15:36um, uh, economic assistance, right?
- 15:38They're going to demand a lot from
- 15:39Russia because they know Russia is
- 15:42backed into a corner.
- 15:44And
- 15:46the, uh,
- 15:51the,
- 15:53North Koreans reportedly, again, sent a
- 15:56bunch of I have been routinely sending
- 15:58troops kind of rotating through, not
- 16:00necessarily doing combat actions, but
- 16:02doing a lot of of rear area work, um,
- 16:05demining in Kursk, for example. Uh,
- 16:08so, this is a really, really troubling
- 16:12sign. Again, and I think it's also what
- 16:15you should take away from this is that
- 16:18this is much more international than we
- 16:21are acknowledging. This is, remember,
- 16:23North Korea relies entirely on China,
- 16:26its patron.
- 16:27They are not going to send troops
- 16:28without tacit Chinese approval. Uh, you
- 16:31also have the
- 16:33Russian Shahed, the Russian grant is a
- 16:36Shahed drone. They are Iranian. And the
- 16:38Iranians have purchased large amounts of
- 16:40Russian air defense systems. This has
- 16:42been a cooperation and we're seeing an
- 16:44emerging axis, an anti-American axis,
- 16:47um,
- 16:48that are committed to destroying the
- 16:50West. And the ignorance with which the
- 16:53West seems to be aware of this, again,
- 16:55look no further than the fact that that
- 16:58Putin
- 16:59brought in a third country into this
- 17:01conflict on the ground and then has the
- 17:04gall to seethe and cope and rage when he
- 17:07claims NATO forces have it out for him.
- 17:10Like, it's absurd. It's But it's not
- 17:12absurd. It's It's realpolitik. It's
- 17:15Vladimir Putin doing what he can get
- 17:17away with and every time he escalates
- 17:19the Europeans respond with nothing. Look
- 17:22no further than the fact that in the
- 17:23last 3 days three separate drones have
- 17:26violated NATO airspace and every time a
- 17:29Romanian F-16 shoots the drone down,
- 17:31sure, but you have to understand how how
- 17:35that drone was getting shot down anyway.
- 17:38Like you have to think this isn't
- 17:41Vladimir Putin faces no consequences.
- 17:43The Romanian president said, "Quote, it
- 17:44is inadmissible and intolerable for the
- 17:46Russian Federation to continue violating
- 17:48Romania's airspace, which is also NATO
- 17:50and European Union airspace. Such
- 17:51actions are unacceptable and we treat
- 17:52them with the utmost seriousness
- 17:53together with our allies."
- 17:55But I want but but but here's the thing.
- 17:57It's unacceptable, but it's happened 3
- 17:59days in a row and you've accepted it
- 18:01each time.
- 18:02Every time
- 18:03they come in it's
- 18:05So at what point when does when does the
- 18:08when do you deliver consequences?
- 18:11It's like me telling my kids, "Hey, it's
- 18:12unacceptable to hit your brother." But
- 18:14every time she does it I simply move her
- 18:17out of the way. If she hasn't faced
- 18:19consequences, she's going to keep doing
- 18:21it. Why would she stop? What incentive
- 18:23does she have to stop?
- 18:24What incentive does Putin have to
- 18:26continue hitting NATO airspace? None.
- 18:28None.
- 18:30They get away with it every time. They
- 18:31face no negative consequences.
- 18:33And they're allowed to escalate the war
- 18:35however and whenever they want.
- 18:37It's
- 18:38ghoulish, ridiculous.
- 18:41But it makes perfect sense. It is
- 18:42perfectly strategic. That is the thing.
- 18:45You have to understand Vladimir Putin is
- 18:47a strategic thinker.
- 18:49He is a thinker and he moves
- 18:50strategically based on a worldview that
- 18:53he shares that is increasingly
- 18:54disconnected from reality.
- 18:57But
- 18:58within that reality, he is making deeply
- 19:01rational choices.
- 19:02And unfortunately, the most rational
- 19:04choice right now for him is clearly
- 19:06escalation.
- 19:07Anyway, guys, if you feel like Vladimir
- 19:08Putin like you need to lock in, get it
- 19:10done,
- 19:12don't invade your neighbor, man. That's
- 19:13not cool. But, you know what is cool?
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