1/ Russian sources reportedly say that Sergei Shoigu's plan to defang the Wagner Group failed because he didn't anticipate Yevgeny Prigozhin's personal popularity. Prigozhin had prior knowledge of the moves being made against him, leading to his strike against Rostov-on-Don.
2/ Shoigu is nonetheless said to be unsackable due to knowing too many secrets and having too extensive a network of loyalists to be easily uprooted. Meanwhile, Putin is said to have been in complete confusion and reportedly put the FSB in charge during the mutiny. ⬇️
3/ The VChK-OGPU Telegram channel reports that a source has told it about what happened on the Russian government side immediately before Wagner's mutiny:
"The harbinger of a coup in Russia is always a strengthening of the protection of state institutions.
4/ "A few days before the escalation of the situation with the Wagner PMC, the FSO [Federal Protective Service] suddenly asked Rosgvardia [Russian National Guard] chief Zolotov for assistance from fighters of Dzerzhinsky division.
5/ "The Rosgvardians reinforced FSO patrols near the Kremlin, the White House [the Russian government's main office], the presidential administration and other government facilities in the capital.
6/ "On 27 June, the reinforcements were withdrawn as suddenly as they appeared and the main state institutions were guarded as normal.
7/ "In addition to the strengthening of the security of the buildings, operative groups of the Central Security Service and the Main Staff of the Ministry of Defence flew to the war zone in advance, supported personally by Defence Minister Shoigu and his high-ranking entourage.
8/ "A group of officers of the Main Personnel Directorate of the Defence Ministry also flew to Rostov. They all were told there that by 1 July, the Wagner PMC shall be disbanded and cease to exist.
9/ "Newly arrived task force units and operational staff on the ground were ordered to make this transition without any excesses.
Thus, with Moscow's approval, the operation to disband Prigozhin's army was to take place.
10/ "The protracted conflict between the defence minister and the head of the PMC was to have been ended. But things did not go according to plan.
11/ "According to the sources of VChK-OGPU, Shoigu was initially motivated by someone to take very drastic measures against several leaders of Wagner. Under any circumstances, Prigozhin and his associates, which included [Dmitry] Utkin, were to be interned.
12/ "But they did not take into account the popularity of the country's chief chef with front-line officers, soldiers and service operatives. All possible scenarios for the detention of Prigozhin and his men have been made available to the latter.
13/ "As the VChK-OGPU source believes, they did not envisage the main thing – the unwillingness [of the military] to take the side of the extremely unpopular Special Military Operation leaders, Shoigu and Gerasimov.
14/ "That is when a missile strike was launched against Wagner's positions. After the failed missile strike on Wagner's positions the action unfolded.
In a matter of hours the headquarters of the southern grouping and the city of Rostov-on-Don were taken.
15/ "The Defence Minister fled to Moscow.
Then within twenty-four hours the Wagnerites effectively approached the capital."
16/ As many commentators noted, Shoigu disappeared from view during the mutiny. According to VChK-OGPU, it was because he was effectively put into protective custody by the FSO while negotiations took place between the government and Prigozhin over his future.
17/ "Several VChK-OGPU sources confirmed information that after fleeing Rostov and the rapid advance of the Wagner PMC towards Moscow, Sergei Shoigu was effectively isolated by the FSO, he was not allowed anywhere under the pretext of personal security.
18/ "In reality, Shoigu was at this point the object of negotiations between Prigozhin and Lukashenko. It was because of Shoigu that Prigozhin initially broke off the negotiations (Putin refused to give up his defence minister).
19/ "However, the situation became more difficult by the hour, the convoy was rapidly approaching Moscow. As a result, Putin effectively met all Prigozhin's demands by pushing back on Shoigu.
20/ "But even then he was not taken out of the isolation, because FSB Deputy Director Korolev personally initiated an urgent revision of all materials regarding the Defense Ministry (the issue regarding Deputy Minister Tsalikov is still open, by the way)."
22/ "[Aleksey] Dyumin also persuaded Putin of the need to "remove" Shoigu. But Putin decided otherwise – to make Shoigu into an almost-hero who defeated Prigozhin.
23/ "The source believes that the point here is that Shoigu is extremely dangerous in the event of resignation because of his knowledge, the huge number of people loyal to him in senior positions and his leverage over processes in the Kremlin.
24/ "This is not the harmless [Dmitry] Medvedev or [Vladislav] Surkov, whose silence and inaction can be bought with money, this is more serious. Putin is not ready for such a conflict right now," reckons our interlocutor."
25/ The FSB is said to have played a central role in dealing with the mutiny. During Wagner's march on Moscow, VChK-OGPU published a cryptic account from a source: "In fact, the country is currently under the control of the FSB. Everywhere there's fear and confusion."
26/ The channel reports that another source in the Russian government "speaks of Putin's utter confusion [during the mutiny] - he was only seen this way in 2014, when a Malaysian civilian Boeing was shot down by mistake."
1/ This is what $200 per barrel of oil would mean for US gas prices, which currently average $4.30 per gallon. It could go much higher. As one analyst says, once oil stockpiles are functionally exhausted by the end of May, "price increases become exponential rather than linear."
2/ The exponential point is reached at $250 per barrel, which is well within the range of realistic possibilities predicted by many analysts. Linearity breaks down because of:
3/ ♦️ Refinery margin blowouts — refineries pass through higher feedstock costs at elevated rates under stress
♦️ Speculation and panic premiums — markets take fright and price in fear, not just fundamentals
1/ The world faces a catastrophic cliff-edge shortage of oil due to the Strait of Hormuz blockade in the next four weeks, analysts warn. This will cause a deep recession, fuel rationing, the shutdown of entire industries, and oil prices potentially as high as $370 per barrel. ⬇️
2/ A month ago, JP Morgan published a report highlighting that the last oil shipments from the Persian Gulf countries would be delivered by 20th April. That date has come and gone, and oil shipments via the Strait of Hormuz have not resumed.
3/ Limited amounts of Gulf oil have continued to be pumped via pipelines to ports on the Red Sea and Arabian Sea. However, instead of producing enough oil supply to meet global demand, the world has been relying on emergency stockpiles.
1/ Russia faces being surrounded by Europe's mightiest power - the United Kingdom. In a commentary that highlights Russian nationalists' peculiar obsession with Britain, a warblogger predicts doom unless a military alliance is formed with China, North Korea, and Iran. ⬇️
2/ 'Tungsten' writes:
""Azerbaijan, right next door, is beginning joint production with Ukraine of anti-drone systems, FPV drones, and naval unmanned aerial vehicles.
Britain's southern thrust is on our North Caucasus through Armenia."
3/ "Norway, Denmark, and Sweden, together with Ukraine, will begin producing air defence systems and equipment for combat operations in the Arctic and North Atlantic, along the border with Russia, starting in June of this year.
1/ Russian soldiers in the Kherson region complain that they've been forbidden to shoot down Ukrainian drones. This may be related to Russians elsewhere shooting down their own drones, sticking swastikas on the wings, and claiming they're Ukrainian. ⬇️
2/ A soldier writes to the 'Svarschiki' Telegram channel:
"Hello, I’m from the Kherson direction. Over us, the asshole fart-planes constantly fly by, their wings roam completely freely, and at night the Bony One [Death] does whatever the hell it wants…"
3/ "Three months ago we proposed to the command the idea of air defence against airplane-type drones and training the crews at the training ground.
1/ There will never be a better time than now to attack Europe, says a prominent Russian warblogger. Alexey Zhivov says that victory in Ukraine is slipping away, so Russia needs to act like Iran and attack all the facilities in the EU that are being used to help Ukraine. ⬇️
2/ Zhivov calls 2026 "A Window of Opportunity, or Why Ukraine's Allies Need to Be Attacked Now." He envisages Russia carrying out Europe-wide missile attacks against factories and bases which are supporting Ukraine's war effort, while relying on Trump not helping Europe:
3/ "King Charles of Great Britain's visit to the United States and his address to Congress demonstrated that Trump has lost influence over the Ukrainian peace process since November. With the Republicans' defeat [in November], Trump will finally "wash his hands of the situation."
1/ Russians are increasingly worried that they face a repeat of one of the greatest traumas of their recent history: the loss of their savings, as last happened in the economic crisis of the 1990s. Russian commentators are aghast at the prospect. ⬇️
2/ Central bank officials and politicians in Russia have recently been floating the possibility that, due to Russia's worsening budget deficit caused by sanctions and the war in Ukraine, the government may confiscate deposits above a certain amount and issue credit notes instead.
3/ 'Troika' is one of many commentators on Telegram who is reacting strongly to this prospect:
"The process of withdrawing 67 trillion rubles in deposits in exchange for toilet paper has begun."