exit266 Profile picture
May 24 11 tweets 3 min read
Let’s put some perspective on this CNN story about Russia allegedly shipping Ukrainian grain out of Crimea.

cnn.com/2022/05/23/pol…
Claim 1, Ukraine’s Defense Ministry estimates that 400,000 tons has been stolen since the invasion. This is likely true but to put it in perspective, in April, Ukraine claims to have exported 763,000 tonnes.

ca.finance.yahoo.com/news/1-ukraine…
Now tonnes and tons are actually different measurements but let’s not get pedantic shall we, we’ll go with “The Ukraine Defense Ministry says that Russia has stolen just over half a month’s current grain exports.”
Compared to the 22 Million tons Ukraine tells us they have in storage at the moment that’s 1.8%. At the rate Russia is going with those two ships which each carry 30,000 tons that’s 13+ trips they need to make to export all the grain they have stolen.
Claim 2, we see two Russian flagged ships loading grain. Can we prove this is grain from Ukraine? I would be very surprised if you could meet that burden. You would have to have eyes on that grain from the place it was stolen all the way to the Crimean port and loading.
Alternately you’d need to have a sample, that you had proof of being taken off the ship and then you’d somehow have to run a test to prove it was grown in Ukraine and that no one paid for it. Plausible, but not likely.
The plausible deniability comes in because Russia has that fancy new $4.5 billion Bridge from Rostov-on-Don to Crimea and there’s no reason they couldn’t be transporting grain to Sevastopol.
I also referenced a great thread from @Josyph earlier today that basically lays out that any chance of prosecuting the pillaging of grain is limited at best.

So, is Russia stealing grain and shipping it to other countries? Probably, but it’s hard to prove and harder to prosecute and in the big picture it’s 1.8% of the available grain.
Keep your eyes on the prize and work on finding ways to get the remainder of Ukrainian grain to export because that’s a much bigger win for everyone. 22 Million tonnes at current export rates is 29 months, that math doesn’t work.

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More from @exit266

May 17
There’s been a lot of discussion about agriculture in Ukraine in recent weeks and this thread will give you the basic info you need as a starting point.
Ukraine has 14.2 Million hectares of agricultural land in cereal production. As of May 13, they are behind in planted acres 22% when compared to 2021.

Starting in 2000 Ukraine’s Ag industry began modernizing, it’s been a slow process but updating agronomy practices enabled an increase in bushels per acre. In the last 20 years their fertilizer application increased four fold.
Read 18 tweets
May 11
The Soyuz pipeline and why you’d shut it down too if you owned it.

Gas TSO of Ukraine came out yesterday and said they were shutting down their LNG pipeline in NE Ukraine that feeds almost ⅓ of Europe.

tsoua.com/en/news/the-ac…
Specifically, they mentioned the GMS “Sokhranivka” and the border compressor station (CS) “Novopskov”. Both of these are in Russian occupied territories and while Gas TSO would have offsite access for monitoring, it’s likely their staff are no longer able to access either site.
Gas TSO told us there was “interference of the occupying forces in technical processes and changes in the modes of operation of GTS facilities, including unauthorized gas offtakes from the gas transit flows.” That’s right, the Russians are stealing LNG right off the pipeline.
Read 10 tweets

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