Discover and read the best of Twitter Threads about #dmitrievsky

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A 3rd 🧵(and probably final) on the #Dmitrievsky #chemicalplant explosion and fire. I spoke with two former team members who have worked at plants like this in the US, and was introduced to a new friend who did a site visit/QC/Process Inspection at this plant in 2012.
All three are not twitter people. All three work in the industry. One at F100 firm, the others at smaller chem-firms. All have read my summary and agree it is fair. They also, like me, are sort of surprised at the level of interest here on this subject. Nice for folks to care.
First - this is very large facility and looking at @Maxar images together we agree it is badly damaged, but not destroyed. The shipment, storage and blending facilities seem intact, but the fire has clearly destroyed one of - perhaps the - most important part of the plant.
Read 12 tweets
A 2nd 🧵to provide context on the #Dmitrievsky #Chemical Plant, where it fits in the supply/value chain impacts it could have on that value chain. I will do a 3rd on the damage at this specific plant after getting input from friends who know this plant / type of plant
1st, thanks to all the readers who took an interest in my first reaction thread, and for the many questions that came in. 2nd this fire will not end #RussianWarCrimes or the attack on #Ukraine. It causes a large and long(?) disruption for multiple defense industry suppliers.
This plant was not a primary refinery. Those are the massive facilities which take raw crude oil or gas-Liquids mostly from huge pipelines and do first fractions. These huge plants then send traincar loads of first cuts to many places, including plants like #Dmitrievsky
Read 11 tweets
A 🧵on the #Dmitrievsky #Chemical Plant explosion and fire. On @Twitter I mostly post on Data Security (20year as a CxO and #Votehacking. But I also have 9 years as CEO and longer on BODs of #AdvancedMaterials / #NanoMaterials.
The extreme damage, perhaps total destruction of this chemical plant is going to have a spectacular and massive impact on the #RussianArmy. Possibly grinding entire systems to a stop in weeks, perhaps even days.
Like many industrial sectors in #Russia, they tend to be centralized, massive + singular. This is generally a result of historic centralization of production under the Soviet model, and a fear of building massive high-cost infrastructure by nonRU firms #BASF #DuPont etc.
Read 14 tweets

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