🧵 The exact cause of the explosions at Saki Air Base is still unknown, but there are three pieces of evidence that point towards the attack being done by SOF on the ground.
1. There are many videos showing the explosions from multiple angles and none of the videos show any evidence of a missile impact. There is not a blur or pixel visible in any that would indicate an incoming low and slow flying Neptune missile or a fast SRBM.
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2. Two of the large explosions happen simultaneously to the second. While this is not impossible to achieve with a missile strike, it is easier to achieve with explosive charges placed by SOF on the ground.
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3. @Maxar imagery from May shows that all four locations hit in the attack were used to store munitions for the strike aircraft. A smaller amount of explosives placed at these locations would be able to cause massive explosions.
This is not in anyway definitive proof that the attack was done using SOF, but the evidence we have so far points towards this being a likely scenario. Future evidence may change this.
Another circumstantial piece of evidence against an SRBM. Had a SRBM been used, there are several other targets in the base that could have been hit, including the 2 main munitions storage areas. The additional security perimeter might have kept SOF out.
The craters in the air base are between 20 and 26m in diameter.
Images from this ATACMS test shows a crater around 8-9m in diameter.
The only weapon in the Ukrainian arsenal with a significantly large enough warhead is Hrim-2, which officially is not yet operational.
As can be seen here, all 4 of the explosions and craters were directly on top of the most concentrated part of each of the munitions stores
If a SRBM was used, like the new Hrim-2, it has an incredibly impressive CEP.
Compare this accuracy with that of Russian Islander missiles striking Ozerne Airbase at the start of the invasion.
Something I forgot to mention. A SOF raid does not necessarily require SOF physically infiltrating the base to place explosives. As this war has shown, small short range drones carrying explosives can and have been used to great effect.
In this video of the attack, a small explosion is seen just prior to the large explosion in the same location.
This charing next to one of the not completely destroyed Su-24s could potentially be a near miss, if the attack was performed small explosive drones (like a Switchblade).
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🧵What does the video of the latest ICE shooting show us? A break down of what is visible:
First shots were fired by this officer as the person attempts to get back to his feet. The shots were fired into the man's back from the officer as seen in screenshot 2.
Immediately after the first shots, the officer's scatter and the initial shooter fires several more rounds while backing up, as the man is lying motionless on the ground.
🧵1/10: Since the last thread, several things have shifted at once. Liquidity is tighter, REPO use is higher, household stress is clearer, and fiscal pressure is rising. The system is still working, but on thinner margins.
2/10: REPO has crossed an important line. It no longer spikes and fades. It keeps stepping higher and staying there. Recent auctions near ₽4.7tn show banks now rely on the central bank as a permanent funding source.
3/10: At the same time, net system liquidity has fallen deeper into negative territory. This means REPO is replacing lost deposits, not smoothing temporary gaps. That makes the system more fragile.
🧵1/12: Russia’s economy hasn’t collapsed, but it is suffering immensely. It still runs, but only because the central bank keeps it alive with constant REPO liquidity. What was once emergency support is now the daily operating system.
📷:@evgen1232007
2/12: REPO usage shows the stress clearly. Trillions of rubles are borrowed week after week by the banks with no unwind. Banks aren’t smoothing short-term shocks anymore. They are refinancing theirs and the economy's survival on a rolling basis.
3/12: Oil used to stabilize everything. Now it doesn’t. Russian crude sells at deep discounts due to Western and kinetic sanctions, and tax revenue per barrel keeps falling. Even when export volumes hold, the state earns far less from each barrel.
Elvira Nabiullina is by far the most competent person in the Russian government and has almost single-handedly managed to keep the Russian economy afloat for the past year despite increasing pressure from above to change key policies.
She is however rapidly running out of black magic and the creative accounting required to continue her success. With Israel/Iran not causing the expected oil price surge, the record deficit is increasing and the methods of financing it are dwindling.
OFZs are being sold at record levels to state owned banks, but the high interest rate means the income is only just enough to cover the payments due on last year’s bonds.
The NWF’s liquid assets dipped below the government deficit last month further adding to the headaches.
Summary of the significant evidence that the B-2s currently airborne are a strike package heading directly for Iran:
1. Immediate refuelling after departing from Whiteman Air Force Base indicates that the aircraft are carry close to their maximum payload.
If not an immediate strike, it is highly likely that the ordnance would have be pre-positioned at Guam or Diego Garcia with C-5 or C-17 transport aircraft in order to save the logistical headache of the additional aerial refueling and airframe stress.
2. If the B-2s continue onward to Iran they will arrive on target a few hours prior to opening of the Futures market at 6PM ET Sunday. This will give the Trump administration time to host a press briefing to calm the markets before they open.