Kamil Galeev Profile picture
Sep 8, 2022 18 tweets 8 min read Read on X
Czech manufacturer TDZ Turn posted this hilarious public statement on their website. They were triggered because Yale researchers led by @JeffSonnenfeld included them into the list of Western companies continuing to operate in Russia.

TDZ Turn seem to be really scared. Why?🧵 Image
We never operated in Russia directly. We do not have business contacts there. After annexation of Crimea we limited our operations to the minimum and (God forbid!) didn't work with sanctioned companies

Our conscience is clear. Unlike that of the American Yale University Image
Why is TDZ Turn so triggered? Well, because they helped to build the Russian nuclear arsenal. Russian ICBM and SLBM production is concentrated in Roskosmos megaholding or more specifically in its two sub-holdings:

1) JSC MITT (solid-propellant)
2) JSC Makeyev (liquid-propellant) Image
JSC Krasnoyarsk Machine Building Plant (Krasmash) is the key manufacturer of missiles within the JSC Makeyev Design Bureau Structure. Basically it is *the* bottleneck in Russian liquid propellant ballistic missiles production, such as the SLBM Sineva or ICBM Sarmat Image
Russian administrative culture is anniversary-centric. Ridiculously obsessed with all kinds of anniversaries. Let's open a video on the👏84th👏anniversary👏of👏 the👏Krasmash👏broadcasted on a regional TV channel "Yenisey" in 2016.

On 3:00 you see this

Image
This is a VLC 4000 ATC + C1 vertical lathe produced (who could've thought?) by the TDZ Turn company. Check out their brochure google.co.uk/url?sa=t&rct=j… Image
How could a Russian nuclear weapons delivery systems producing plant acquire a Czech machine? Trough the KR Prom (КР Пром) proxy company apparently. It looks like TDZ Turn deleted information about this partnership from their website by now. But I screenshoted it on June 27, 2022 Image
Let's formulate our research hypothesis. It looks like the Russian KR Prom company acted as a proxy for TDZ Turn. Technological import for the Russian ICMB/SLBM producing plant seems to have been organised in the following way

TDZ Turn -> KR Prom -> Krasmash

Now let's check it Image
Let's check the KR Prom -> Krasmash connection first

Fortunately, we have a documental evidence. It is a protocol of the Krasmash procurement commission on purchase of spare parts for the metal-working machines from the KR Prom. January 29, 2018 Image
Now let's check customs data to establish the TDZ Turn -> KR Prom connection

Voila, we see shipments of carousel lathe machining centres, CNC lathes, components for fixing the metal-cutting instruments. Starting in 2013 and finishing in 2019. Well after the annexation of Crimea Image
Interestingly enough, on June 27, 2022 when I did screenshoting, TDZ Turn openly recognised that main consumers of its machine tools are in Middle Europe and in Russia

In Russia = in Russian military industry. It consumes almost all of the industrial equipment in the country Image
According to Sergey Chemezov, CEO of the largest Russian defence megaholding Rostec, 84% of machine tools in Russia are consumed by the military industry. There are few other large consumers in Russia

Russian industrial equipment import almost fully goes for the military needs Image
This short article published in 2017 on a seemingly crappy website became a starting point for this research. NB: seemingly crappy websites may hide tons of valuable & uncensored data.

We won't stop here ofc, we'll go all the way down the rabbit hole

rusletter.com/articles/germa… Image
Actually I may have been unfair to Russian KR Prom calling it simply a TDZ Turn proxy. They're better than that

There is a major "domestic" Russian producer of machine tools ГРС Урал. Let's look up its ownership structure:

49% KR Prom (Russia)
51% TOS VARNSDORF (Czechia) Image
Let's return back to our 👏 Krasmash👏 84th👏 anniversary👏 video👏 .

2:29 The hell is this? This is the Czech-produced TOS Varnsdorf WRD 150 Q floor type horizontal boring machine. It is most probably imported Image
And yet, Krasmash could've potentially "import substitute" this kind of equipment, switching to "domestic production". Because Czech TOS Varnsdorf localised its production on ГРС Урал. So these Czech machines count as Russian for legal and statistics purposes Image
This raises some interesting questions. Wasn't Bloomberg too optimistic when it assessed Russian import dependency in machine tools at 70%? What do we even mean by Russian machine tools production? Does Russia even have it?

I'll guess we'll find out next time. The end of🧵
PS I think it's time to start giving cultural references to where I am taking my meme templates, etc. from

I think this guy from a Soviet cartoon "Caliph Stork" would perfectly represent TDZ Turn company and its values. Consider using him as your mascot

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More from @kamilkazani

Jul 7
Victory has a hundred fathers, defeat is an orphan

Everyone is trying to appropriate the rise of China for their own purposes, like it proves their theory, ideology whatever

No one, however, wants to appropriate the post-Soviets, who, by the way, also made capitalist reforms
What I am saying is that "capitalist reforms" are a buzzword devoid of any actual meaning, and a buzzword that obfuscated rather than explains. Specifically, it is fusing radically different policies taken under the radically different circumstances (and timing!) into one - purely for ideological purposes
It can be argued, for example, that starting from the 1980s, China has undertaken massive socialist reforms, specifically in infrastructure, and in basic (mother) industries, such as steel, petrochemical and chemical and, of course, power

That was almost entirely state's job
Read 4 tweets
Jul 1
The primary weakness of this argument is that being true, historically speaking, it is just false in the context of American politics where the “communism” label has been so over-used (and misapplied) that it lost all of its former power:

“We want X”
“No, that is communism”
“We want communism”
Basically, when you use a label like “communism” as a deus ex machina winning you every argument, you simultaneously re-define its meaning. And when you use it to beat off every popular socio economic demand (e.g. universal healthcare), you re-define communism as a synthesis of all the popular socio economic demands
Historical communism = forced industrial development in a poor, predominantly agrarian country, funded through expropriation of the peasantry

(With the most disastrous economic and humanitarian consequences)

So, yes, living under the actual communism sucks
Read 5 tweets
Jun 28
Some thoughts on Zohran Mamdani’s victory

Many are trying to explain his success with some accidental factors such as his “personal charisma”, Cuomo's weakness etc

Still, I think there may be some fundamental factors here. A longue durée shift, and a very profound one Image
1. Public outrage does not work anymore

If you look at Zohran, he is calm, constructive, and rarely raises his voice. I think one thing that Mamdani - but almost no one else in the American political space is getting - is that the public is getting tired of the outrage
Outrage, anger, righteous indignation have all been the primary drivers of American politics for quite a while

For a while, this tactics worked

Indeed, when everyone around is polite, and soft (and insincere), freaking out was a smart thing to do. It could help you get noticed
Read 8 tweets
Jun 28
People don’t really understand causal links. We pretend we do (“X results in Y”). But we actually don’t. Most explanations (= descriptions of causal structures) are fake.
Theory: X -> Y

Reality:

There may be no connection between X and Y at all. The cause is just misattributed.

Or, perhaps, X does indeed result in Y. but only under a certain (and unknown!) set of conditions that remains totally and utterly opaque to us. So, X->Y is only a part of the equation

And so on
I like to think of a hypothetical Stone Age farmer who started farming, and it worked amazingly, and his entire community adopted his lifestyle, and many generations followed it and prospered and multiplied, until all suddenly wiped out in a new ice age
Read 6 tweets
Jun 26
Some thoughts on Zohran Mamdani's victory:

1. Normative Islamophobia that used to define the public discourse being the most acceptable form of racial & ethnic bigotry in the West, is receding. It is not so much dying as rather - failing to replicate. It is not that the old people change their views as that the young do not absorb their prejudice any longer.

In fact, I incline to think it has been failing to replicate for a while, it is just that we have not been paying attention
Again, the change of vibe does not happen at once. The Muslim scare may still find (some) audience among the more rigid elderly, who are not going to change their views. But for the youth, it is starting to sound as archaic as the Catholic scare of know nothings

Out of date
2. What is particularly interesting regarding Mamdani's victory, is his support base. It would not be much of an exaggeration to say that its core is comprised of the young (and predominantly white) middle classes, with a nearly equal representation of men and women
Read 12 tweets
Jun 21
What does Musk vs Trump affair teach us about the general patterns of human history? Well, first of all it shows that the ancient historians were right. They grasped something about nature of politics that our contemporaries simply can’t.Image
Let me give you an example. The Arab conquest of Spain

According to a popular medieval/early modern interpretation, its primary cause was the lust of Visigoth king Roderic. Aroused by the beautiful daughter of his vassal and ally, count Julian, he took advantage of her Image
Disgruntled, humiliated Julian allied himself with the Arabs and opens them the gates of Spain.

Entire kingdom lost, all because the head of state caused a personal injury to someone important. Image
Read 4 tweets

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