Tymofiy Mylovanov Profile picture
Jan 1 19 tweets 3 min read Read on X
In 2023, Ukraine called Russia's bluff by breaking maritime blockage after Russia exited the Grain Deal.

The implications are significant:

1. Once again, Ukraine defied expectations and critics 1/ Image
2. It called out Russia's attempt to use food as a weapon
3. It took some risky military actions against certain pressure from the allies

Details of the story: 2/
Russia's withdrawal from the grain initiative in July 2023 led to an immediate escalation of missile and drone attacks on Ukraine's ports, blocking maritime exports

Ukraine anticipated this scenario and devised a plan to break the blockade 3/
That plan has succeeded. As of December 30, 2023, 400 ships carrying almost 13 million tons of cargo have been sent to 24 countries via the grain export corridor since August 8. 4/
Agricultural products comprise 70% of exports. 430 ships were received by Ukrainian ports through the corridor for unloading. 5/
Operational Ukrainian ports in the corridor zone include Pivdennyi, Odesa, Chornomorsk, Bilhorod-Dnistrovskyi and Ust-Dunaysk.

Fully reopening the ports of Greater Odesa could increase Ukraine's annual GDP growth by 8%. 6/
Russia was dissatisfied with the plans to bypass the blockade. As of end of 2023, almost 180 port infrastructure facilities were fully or partially destroyed. 7/
However, Ukraine has been able to push the Black Fleet back into its bases and significantly decrease its capabilities. 8/
The British Defense Minister stated in late December that Ukraine destroyed 20% of Russia's Black Sea Fleet over the previous four months. Russia's dominance in the Black Sea is now in question. 9/
After Ukrainian attacks in August and September, Russia's Black Sea Fleet had to relocate ships and submarines, including missile carriers, from Sevastopol to Novorossiysk. 10/
However, Ukraine has decided to move on Novorossiysk too. It was a high-stakes gamble that drew warnings from partners at all levels. The gamble succeeded. 11/
On August 3-4, Ukraine used a new SBU-developed "Mamai" suicide drone to strike Russia's Black Sea Fleet in its harbor in Novorossiysk, hitting the landing ship "Olenegorsky Gornyak. 12/
Economically, the Novorossiysk attacks imposed hundreds of millions in losses on Russia from increased insurance rates. But they also impacted oil exports, concerning Ukraine's partners. Ukraine received warnings from partners but persisted. 13/
This is because Novorossiysk is also a huge oil transshipment point. Through this port that oil giants from the United States export Kazakh oil. The "gray" export of Russian oil also takes place from there under the guise of other brands. So ... Western business interests 14/
The gamble paid off - Russia eased pressure after the strikes, allowing Ukraine to open its own temporary maritime corridor for grain exports on August 10 without Russia's agreement. 15/
But Russia continues to harass the maritime routes from Ukraine. One of Russia's latest tactics is the remote mining of the sea with KABs. Russian bombers drop KABs equipped with special sensors onto the shallowest maritime routes. They explode when a ship passes over them. 16/
On December 5th, a Ukrainian anti-aircraft missile shot down a Russian Su-24M bomber near Zmiinyi Island that was engaged in such mining activities 17/
So, the battle to break the maritime blockade continues. Yet, the results have shown that Ukraine can defy and contain Russia, even if the Western allies are worried about their own interests and are not always happy with that. Russia understands force and this story proves it X

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More from @Mylovanov

Jan 2
The Economist interviews Zelensky and depicts him as a more serious, even angry, a departure from his earlier lightness and humor

But the main insight of the interview is Zelensky's strategy to win the war through isolation of Crimea 1/ Image
Zelensky makes several other blunt points:

1. “The West has lost a sense of urgency and many Ukrainians have lost a sense of existential threat” 2/
“Maybe we did not succeed [in 2023] as the world wanted. Maybe not everything is as fast as someone imagined,”he says, but the idea that Mr Putin is winning is no more than a “feeling” 3/
Read 21 tweets
Jan 2
Massive Russian missile strikes hit Kyiv and Kharkiv today: 99 missiles, including 10 supersonic

92 people have been reported injured, at least 4 people were killed

Ukraine's air defenses destroyed 61 missiles over Kyiv, including all supersonic 1/

Minister Kuleba:

The international community must not turn a blind eye to Russia's murder of civilians and destruction of infrastructure.

Steps urged in response:

2/

Expedite delivery of more air defense systems and ammo to Ukraine

Provide combat drones of all types

Provide long-range 300km+ missiles

Approve using frozen Russian assets to assist Ukraine

Isolate Russian diplomats abroad and in intl orgs 3/ Image
Read 4 tweets
Dec 31, 2023
My wife Nataliia and I are wishing you Happy New Year from Ukraine. I hope the world will become a better place next year, although it will require a lot of effort

Here is how we’ve spent today in Ukraine 1/ Image
We drove to Lviv in the Western Ukraine for one day.

The views were beautiful, but I was struck by the fields of corn that haven’t been harvested yet (or at all?). The transportation costs have become prohibitive for some farmers because of the blockade 2/
Russia has destroyed many of our elevators where the grain is stored and the blockade clauses are congestion, so you can see temporary solutions like this 3/ Image
Read 17 tweets
Dec 31, 2023
This New Year's Eve, amidst ongoing threats, consider supporting Kyiv School of Economics at . Your donation to KSE supports students affected by the war and shapes them into Ukraine's future leaders

Our 2023 results: 1/ shorturl.at/CU169
Image
1. Enrollment surged 3.5x to 750 students, with 8 new programs launched 2/ Image
2. Students raised over $2M for medical evacuation helicopters, delivering 2 so far and 3 more on the way 3/ Image
Read 8 tweets
Dec 30, 2023
Politico published an article about the U.S. strategy shift regarding the war in Ukraine. The article is critical. While some might read it as pro-Russian, it references numerous sources within the U.S. government.

There are at least two points about Ukraine it got wrong 1/ Image
First, It frankly discusses internal disputes in Ukraine between military and civilians, between Zelenskyy and Zaluzhny, and even mentions Klitschko. The piece talks about the challenges of mobilization and how - quote: 2/
"With Ukraine running low on troops as well as weapons, Zelenskyy’s refusal to consider any fresh negotiations with Moscow is looking more and more politically untenable at home. ... 3/
Read 23 tweets
Dec 29, 2023
Today Russia launched an unprecedentedly large missile and drone attack across Ukraine:

158 missiles and drones

29 people killed, 130 injured

The scale overwhelmed some defenses, but Ukraine shot down 87 cruise missiles and 27 drones (72%) 1/
Russia stockpiled missiles for a winter campaign to damage infrastructure and morale: Ukraine and Western officials

Russia is likely to continue such attacks 2/
The attack likely cost Russia at least $1.27 billion in direct costs.

For example, five Kinzhals hypersonic missiles at over $10 million each cost $50 million. 3/
Read 18 tweets

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