Russia is buying millions of artillery shells and rockets from North Korea, according to newly declassified American intelligence, a sign that global sanctions have severely restricted its supply chains and forced Moscow to turn to pariah states for military supplies.
The disclosure comes days after Russia received initial shipments of Iranian-made drones, some of which American officials said had mechanical problems. US government officials said Russia’s decision to turn to Iran, and now North Korea, was a sign that sanctions and export controls imposed by the United States and Europe were hurting Moscow’s ability to obtain supplies for its army.
The United States provided few details from the declassified intelligence about the exact weaponry, timing or size of the shipment, and there is no way yet to independently verify the sale. A US official said that, beyond short-range rockets and artillery shells, Russia was expected to try to purchase additional North Korean equipment going forward.
“The Kremlin should be alarmed that it has to buy anything at all from North Korea,” said Mason Clark, who leads the Russia team at the Institute for the Study of War.
Before Russia’s invasion of Ukraine, the White House began declassifying intelligence reports about Moscow’s military plans — then disclosing that material, first to allies privately and then to the public. After something of a lull in the disclosures, the US government has once again begun declassifying information to highlight the struggles of Russia’s military, including the recent intelligence about the purchase of Iranian drones and the Russian army’s problems recruiting soldiers.
Broad economic sanctions, at least so far, have not crippled Russia. Energy prices, driven up by the invasion, have filled its treasury and enabled Moscow to blunt the fallout of its banks being cut off from international finance and curbs on exports and imports. Sanctions against individual Russians oligarchs also have failed to undercut the power of President Vladimir Putin.
But American officials said that, when it came to Russia’s ability to rebuild its military, the economic actions of Europe and the United States had been effective. US and European sanctions have blocked Russia’s ability to buy weaponry, or electronics to make that weaponry.
Moscow had hoped that China would be willing to buck those export controls and continue to supply the Russian military. But in recent days, American officials have said that although China was willing to buy Russian oil at a discount, Beijing, at least so far, has respected the export controls aimed at Moscow’s military and not tried to sell either military equipment or components.
Commerce Secretary Gina Raimondo has repeatedly warned China that if Semiconductor Manufacturing International Corp., China’s largest computer chipmaker, or other companies violate sanctions against Russia, the United States will effectively shut down those businesses, cutting off their access to the American technology they need to make semiconductors.
With most countries treading carefully in the face of American pressure, Russia has focused its deal-making on Iran and North Korea.
Both Iran and North Korea are largely cut off from international commerce thanks to American and international sanctions, meaning neither country has much to lose by cutting deals with Russia. Any deal to buy weaponry from North Korea would be a violation of United Nations resolutions aimed at curbing weapons proliferation from Pyongyang.
It is unclear, however, how much the purchasing from North Korea has to do with the export controls. There is nothing high-tech in a 152 mm artillery shell or a Katyusha-style rocket that North Korea produces, said Frederick Kagan, a military expert at the American Enterprise Institute.
A US official said the new deal with North Korea showed the desperation in Moscow. And Kagan said turning to North Korea was a sign that Russia was seemingly unable to produce the simplest materiel needed to wage war.
“The only reason the Kremlin should have to buy artillery shells or rockets from North Korea or anyone is because Putin has been unwilling or unable to mobilize the Russian economy for war at even the most basic level,” Kagan said.
Restricting Russia’s military supply chain is a central part of the US strategy to weaken Moscow, with the aim to hamper both its war effort in Ukraine and its future ability to threaten its neighbors.
It has been clear for months, both from Russian operations in Ukraine and disclosures by the US government, that Moscow has struggled with its high-tech weaponry. Precision-guided weaponry, such as cruise missiles, has experienced high rates of failure. In the early stages of the war, half or more of those weapons either failed to fire or failed to hit their targets.
Russian stocks of those precision weapons have also been depleted, forcing generals to rely less often on missiles and instead build their strategy around a brutal artillery assault that has laid waste to towns in Ukraine’s eastern region.
The disclosure that Russia is seeking more artillery ammunition is a sign that Moscow’s supply problems are probably deeper than just high-end components for cutting-edge tanks or precision missiles. If Russia is seeking more artillery shells from North Korea, it is facing a shortage or could see one in the future, and its industrial base is struggling to meet the military demands of the war.
“This is very likely an indication of a massive failure of the Russian military industrial complex that likely has deep roots and very serious implications for the Russian armed forces,” Kagan said.
In recent weeks, Ukraine has stepped up its assault on Russian ammunition depots. Ukraine’s forces have used the American High Mobility Artillery Rocket System, or HIMARS, and US intelligence reports, to strike behind the front lines and destroy ammunition caches.
Although it is not clear what impact that offensive has had on overall stocks of ammunition, Russia was forced to pull back and move its ammunition storage points, reducing the effectiveness of its artillery forces.
There have also been signs that the effectiveness of some Russian artillery shells has been degraded because of storage problems or poor maintenance of its ammunition stocks. To be most effective at wounding opposing troops, artillery shells burst in the air, just before they hit the ground. But the crater pattern created by Russian artillery forces over the summer showed that many of their shells were exploding on the ground, reducing the damage to Ukrainian trenches.
Although the condition of North Korean artillery shells is not clear, the country has extensive stocks of the ammunition.