Tymofiy Mylovanov Profile picture
Jul 23 13 tweets 3 min read Twitter logo Read on Twitter
Putin's tirade at the security council laid bare his delusions on Ukraine, going on a bizarre rant about Poland's ingratitude to Stalin & wanting to annex Ukraine. His projections & delusions are becoming more severe. This is what he said & why it's disconnected from reality. 1/ Image
Putin still doesn't grasp Ukrainians themselves resist annexation, not just Zelensky. In an irrational belief, he thinks he can convince Ukrainians his rule is better, while murdering tens of thousands. His speech was really the ranting of a lunatic. 2/
He started by claiming that Ukrainian counteroffensive has failed, NATO arsenals are depleted, and that "the whole world sees that the praised Western equipment is on fire."

After that, he claimed that Ukraine suffers huge losses, and there is no one left to mobilize. 3/
Finally, he concluded that Ukrainians increasingly question whether it is worth dying to defend Ukraine. Quote: "sobering is gradually coming"

Each of these statements is a projection of what is happening in Russia, except for mobilization resource. 4/
Yes, some NATO and Ukrainian equipment is lost, in fact, a lot. But the war is intense and Russia has lost much more. Check any respectable OSINT source.

It is true that NATO is constrained in its arsenal, because it had not planned for this war, while Russia did.5/
But it is also true that sanctions are crippling the Russian defense sector and their arsenal is also depleted. Furthermore, Russian economy is the size of Italiy's. So, NATO countries collectively have economy the order of magnitude large than that of Russia. 6/
A moderate increase in defense spending will ensure sufficient production in NATO, while Russia will have to mobilize all of its economy. In fact, it already does, for example, by requiring regular business companies to pay a share of cost of military costs. 7/
Both Ukrainians and Russians have losses. They are indeed huge. But Russian losses are much bigger. The credible data is missing, but what is know from the Russian Bakhmut theater is that they indeed lost tens of thousands there. 8/
Ukraine is a smaller country than Russia. Furthermore, Ukraine values human life, while Russia doesn't. So, it is true that Ukraine mobilization potential is smaller. But it is far from depleted. Moreover, many of the recently trained brigades have not yet entered the action. 9/
Putin then turned to Europe and started babbling about Poland. This is more or less a direct quote: "Poland has seized and annexed other people's lands before - some historical Russian provinces, parts of Lithuania, Austria-Hungary and Czechoslovakia.
This aggressive policy ended in 1939 when Poland was thrown by the Western Allies to be eaten by the German war machine and actually lost its independence, which was restored to a great extent by the Soviet Union. Thanks to Stalin, Poland gained considerable German land.
The western territories of present-day Poland are Stalin's gift to the Poles. Have our friends in Warsaw forgotten this? We will remind them."

So, Putin accuses Poland of being aggressive and threatens it. Who is an aggressor here? And what's the point anyway?
Is Putin trying to scare Poland in not supporting Ukraine? It is at the very least naive and ineffective.

Putin is deteriorating. His rhetoric has moved from detached from reality to that of a raging lunatic. To those surrounding him, it is a scare and a sign of weakness.

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More from @Mylovanov

Jul 22
Weapon smuggling from Ukraine.

A Pentagon watchdog report reveals

0. some Western weapons sent to Ukraine were stolen and recovered

1. Russian operatives involved

2. Period: early in the war.

4. All weapons - small firearms 1/ Image
The thefts involved criminals, volunteer fighters and arms traffickers in Ukraine, per the report. Ukraine intelligence services disrupted the plots 2/
The report covers Feb-Sept 2022 when the US had limited ability to track all the military equipment pouring into Ukraine. This made accountability challenging. 3/
Read 12 tweets
Jul 20
Ukraine reciprocates to Russia's threat to Black Sea vessels: Ships to/from Russian and temporarily occupied Ukrainian ports are now valid military targets.

This tit-for-tat situation is intriguing; Russia threatens Ukrainian ships, Ukraine responds similarly. 1/
The formal statement by the military of defense of Ukraine reads:

the Russian Federation has once again blatantly violated the universal right to free navigation and deliberately undermined food security, condemning millions of people to starvation 2/
By openly threatening civilian vessels transporting food from Ukrainian ports, launching missile attacks and drone attacks on civilian infrastructure in peaceful cities, deliberately creating a military threat on trade routes, the Kremlin has turned the Black Sea 3/
Read 9 tweets
Jul 20
Contrary to the belief that Ukraine's reconstruction hinges on massive capital, lenient monetary policy, and fiscal deficits, a @cepr_org report posits that sustainable public finances and market-oriented reforms are key.

Main points of the report: 1/ Image
The puts forward a macroeconomic framework for Ukraine's reconstruction and recovery after the war.

It makes recommendations in four areas:

1. fiscal policy
2. monetary and financial sector policies
3. labour market
4. regulatory environment 2/
The single main point of the report is that sustainable public finances, sound monetary policy, flexible labor markets, and a fair regulatory environment need to work together to deliver macroeconomic stability. 3/
Read 12 tweets
Jul 20
New developments in Ukraine

1. Russia threatens to attack any ship to Ukraine

2. Russia puts out demands to renew the grain deal

4. Russia intensifies missile attacks

3. Ukraine counteroffensive has achieved success in 3 directions

4. Ukraine targets Crimea, again 1/
Grain deal. Russia has issued a warning that every ship in the Black Sea going to Ukraine through international or Ukrainian waters is considered to be a participant of the war, regardless of cargo, origin, and country. Russia will consider it a legitimate military target. 2/
This is terrorism, plain and simple. This is, of course, a violation of every possible maritime norm and international law. 3/
Read 13 tweets
Jul 18
I used to be a minister of economy, trade, and agriculture of Ukraine.

So, the grain deal matters to me.

After Russia pullout, there is only one way forward: Ukraine will continue shipments (with or) without Russia.

What else? 1/
Background: Russia announced it is suspending participation in the Black Sea grain deal that enabled Ukraine to export grain despite the naval blockade. This will upset food supply stability. 2/
How many people will be affected?

UN Secretary General said the decision will negatively impact millions facing hunger and consumers worldwide.

Before the war, Ukraine provided food security to 400 mln people around the world.

So, a good third to half could be affected. 3/
Read 13 tweets
Jul 18
There are three developments in Ukraine.

1. Fighting has intensified, with Russians attacking in the direction of Kupiansk

2. Russia pulled out from the grain deal, while Zelensky stated Ukraine can continue shipping w/o Russian approval

3. Ukraine puts pressure on Crimea 1/
I believe in the long Russia won’t be able to defend Crimea.

So it is a strategic move for Ukraine to attack the Kerch bridge on Monday and send 30 drones to attack Crimea on Tuesday. 2/
Next, Russians are gradually loosing in Bakhmut. There is a risk they will be encircled there or would have to retreat. Both would be a major embarrassment for Putin given how much propaganda argued that Bakhmut is a major win for Russia. 3/
Read 7 tweets

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