Tymofiy Mylovanov Profile picture
Sep 19 10 tweets 2 min read Twitter logo Read on Twitter
Zelensky speech at the UN in short

1. The most important message was directed to Global South nations with war experience. Zelensky said that we have a genuine chance to end this aggression on the terms of the country attacked and fully reclaim its land and sovereignty. 1/ Image
2. He cautioned against backroom deals with Russia. Zelensky suggested asking Prigozhin about what happens when you rely on Putin's promises

3.Zelensky softly criticized the UN for being unable to maintains security in the world 2/
4. Zelensky reminded people that Ukraine surrendered its nuclear arsenal to Russia at the request of the West. But that it is Russia who should have been disarmed—terrorists shouldn't have nukes.3/
5. Zelensky highlighted Russia's tactic of weaponizing food shortages by targeting Ukrainian ports, impacting global food prices from Africa to Southeast Asia. 4/
He thanked nations that backed Ukraine's grain initiatives, urging ongoing support to counteract Russia's attempts to destabilize food markets, pointed out that Ukraine has launched an export corridor defying Russian threats. 5/
But he also talked about wavering among some European allies: "And it is alarming to see how ... some of our friends in Europe, play out solidarity in a political theater – making a thriller from the grain. ... but in fact they are helping set the stage to a Moscow actor." 6/
6. Zelensky warned that Russia is escalating its weaponization of energy, now including nuclear energy. He talked of Russia's actions with Ukraine's Zaporizhzhia power plant, raising concerns about the lack of global security measures to counter such radiation threats. 7/
7. Russia has been kidnapping and deporting tens of thousands of Ukrainian children, a crime for which an ICC warrant has been issued for Putin. He warned that these children are being taught to hate Ukraine, severing family ties, and said this amounts to genocide.8/
8. Zelensky warned that Russia's weaponization of hatred isn't limited to Ukraine, citing its actions in Moldova, Georgia, and Syria, and threats to Belarus, Kazakhstan, and the Baltic states. 9/
He cautioned that if Russia's aggression succeeds, it will undermine the international rules-based order. Zelensky: "Many seats in the General Assembly Hall may become empty if Russia succeeds with its treachery and aggression" 10X

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More from @Mylovanov

Sep 21
Zelensky wants peace. Here’s his peace formula he covered at the UN Security Council. His conditions

Nuclear safety

Food security

Energy security

Prisoners release

Territorial integrity

Troop withdrawal

Justice

Environment

Deescalarion

Confirmation

In detail: 1/
1. Radiation & Nuclear Safety: Russia's nuclear blackmail must end. Immediate withdrawal from Ukrainian nuclear plant Zaporizhzhia NPP is non-negotiable 2/
2. Food Security: Russia's exit from the Black Sea Grain Initiative threatens millions. Ukraine's 32.8M tons of food exports must be restored 3/
Read 11 tweets
Sep 21
Tonight Russia launched 43 missiles at once in the first blackout attack on Ukraine. Unsuccessfully. Ukraine intercepted 36 or 84% of them.

The electricity grid was shortly destabilized, even in Kyiv, but the power companies brought it back only almost immediately 1/ Image
Nonetheless, some people remained without electricity for hours and the repairs are ongoing.

Russia hasn’t targeted electricity infrastructure for over 6 months, and never on this scale.

The air defense didn’t get overwhelmed and worked impressively well. 2/ Image
Last year Russia started infrastructure attacks on October 10. This year, almost a month earlier. 3/
Read 4 tweets
Sep 20
Poland is the strongest supporter of Ukraine. But recently there has been a rift over the grain

Last week, Poland defied the EU and continued the ban on imports of the grain from Ukraine.

Ukraine responded by complaining to WTO 1/
President Zelensky mentioned the issue at the UN General Assembly yesterday, although he didn’t name specific countries

President Duda responded by comparing Ukraine to a person who is drowning and can hurt others in the process. 2/
More exchanges followed.

What is the issue and how will it develop?

Ukraine grain needs storage. And so it overwhelms the storage infrastructure in Ukraine and neighboring countries.

This crowds out options to store grain for local farmers. They hold votes. 3
Read 5 tweets
Sep 19
Ukraine dismissed 6 out of 7 deputy defense ministers yesterday in major wartime leadership shakeup.

This is actually normal. In 2019 I was appointed minister of economy and fired all 8 deputy ministers and 2 state secretaries, completely replacing ministry leadership. Why? 1/
This is done when you need to implement major changes that require a mindset shift. In the govt, there is inertia and people naturally gravitate to the status quo. So, when a transformation is needed, you must cut off the head of the beast, even if people are pretty good 2/
In fact, in my career I have done blank firing of top leadership twice. In the ministry and at the Kyiv School of Economics.

In both cases, this created a management vacuum which was filled with new teams committed to new ambitious visions. 3/
Read 9 tweets
Sep 18
Russia's found a workaround for Western oil sanctions, says a new study from KSE Institute. But there is a way to make those sanctions stick and reel Russia back into compliance.

The study is led by Benjamin Hilgenstock @ben_hilgenstock, a KSE senior economist 1/ Image
Ben goes through troves of data, public and not, and connects the dots between macroeconomic state of the Russian economy, sanctions, and specific mechanisms used by Russia to bypass sanctions.

So, what’s the data? 2/
The picture below illustrates the discount Russia was getting on its oil exports relative to the global market prices.

The price cap on Russian oil was introduced in December 2022, and that’s when the graph starts.

We see that the discount has been gradually decreasing 3/ Image
Read 13 tweets
Sep 17
An incremental victory for Ukraine that shows that Russia can be isolated economically, financially, and logistically.

Poland follows Finland and Baltic countries and ban Russian cars from entering. Now, there are lines at the border as Russians are unwilling to turn back 1/ Image
The ban was announced by Poland Interior Minister Mariusz Kamiński and is set to go into effect at midnight. It follows new EU guidelines clarifying that Russian-registered cars should not enter the bloc, even temporarily. 1/
In fact, the guidelines are not new. Instead, the E.U. commission has issued a clarification that explicitly addresses passenger cars. They are not allowed to enter. Why? The commission refers to the E.U. higher courts that rules on application of sanctions 2/
Read 11 tweets

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