Tymofiy Mylovanov Profile picture
Jan 30 14 tweets 4 min read Read on X
A missed development in the war in Ukraine

Ukraine’s developed capability to strike deep inside Russia with drones on targets like fuel depots, arms factories, and far military bases

This brings by a war home to Russia and limits its ability to earn oil export revenue 1/ Image
Ukraine's latest strikes are increasingly deeper into Russia. On January 29, the governor of Russia's Yaroslavl region, Mikhail Evraev, says that the "Slavneft-YANOS" oil refinery in Yaroslavl was attacked by a drone. Yaroslavl is more than 700 km away from Ukraine 2/
On January 25, a fire broke out at a Rosneft oil refinery in Tuapse, Krasnodar Territory. According to eyewitnesses, the oil depot was struck by a drone. Tuapse is more than 500 kilometers from the territory controlled by Ukraine. 3/ Image
"The SBU strikes deep into the Russian Federation and continues attacks on facilities which are not only important for the Russian economy, but also provide fuel for the enemy troops," the source told Reuters. 3/
January 21 was a loud day in several regions of Russia. In the Leningrad region of the Russian Federation, explosions occurred at a large gas terminal of the Novatek company, owned by Gennady Timchenko, a friend of Russian President Vladimir Putin. 4/
The governor of the Leningrad region, Alexander Drozdenko, said that a fire broke out in the port of Ust-Luga. It is located more than 1,000 kilometers from the Ukrainian border. 5/
So far, five oil processing plants and two ports have been struck, with many more expected to follow shortly.

Today’s reports of an explosion at a power plant infrastructure in Russia might be unrelated, but it is a question of time until Ukraine starts striking these targets /
Later that night, it was reported that drones had hit the Shcheglovsky Val plant in Tula. It is known from open sources that this is one of the largest defense industry enterprises in Russia. Pantsir-S anti-aircraft missile systems are assembled there. 7/
On December 27, 2023, the head of the Ministry of Strategic Industries, Oleksandr Kamyshin, said "We launched production in a series. Now we produce dozens of them. Next year, the Armed Forces may receive more than a thousand of these drones, which can fly for 1000+ kilometers”8/
Russia claims it only hits military sites in Ukraine, but Ukraine argues it regularly strikes civilian targets. Ukraine says it has the right to target any Russian assets connected to the war effort with your weapon. 9/
Analysts say the attacks in Russia are straining its air defenses and could put pressure on oil refineries and other energy infrastructure that may be hard to repair quickly due to sanctions. 10/
Some Russian nationalists argue the attacks mean Russia should escalate and declare full mobilization for war, though Putin has avoided this so far during the "special military operation." 11/
The bottom line is that two sides can play any game Russia starts. If Russia targets Ukraine with drones, Ukraine will develop capabilities and retaliate.

Missiles are more difficult, but it is also likely to be a question of time for Ukraine 12X
Sources:
1.
2. Ukrainian drones hit Rosneft refinery in Russia - Reuters:
3. Russia's Novatek resumes fuel loadings at damaged Ust-Luga terminal - Reuters:
4. Україна запустила серійне виробництво аналога "Шахеда" - УП:
5. Вибухи на заводі з виробництва "Панцирів" в Тулі - UAinfo:
6. Ukraine’s strikes on targets inside Russia hurt Putin’s efforts to show the war isn’t hitting home - APNews: XXsuspilne.media/672044-za-700-…
reuters.com/world/europe/u…
reuters.com/world/europe/r…
pravda.com.ua/news/2023/12/2…
uainfo.org/blognews/17058…
apnews.com/article/russia…

• • •

Missing some Tweet in this thread? You can try to force a refresh
 

Keep Current with Tymofiy Mylovanov

Tymofiy Mylovanov Profile picture

Stay in touch and get notified when new unrolls are available from this author!

Read all threads

This Thread may be Removed Anytime!

PDF

Twitter may remove this content at anytime! Save it as PDF for later use!

Try unrolling a thread yourself!

how to unroll video
  1. Follow @ThreadReaderApp to mention us!

  2. From a Twitter thread mention us with a keyword "unroll"
@threadreaderapp unroll

Practice here first or read more on our help page!

More from @Mylovanov

Feb 1
Ukraine’s army chief: The design of war has changed

Zaluzhny has just published an opinion piece in CNN on the state of the war

The timing is intriguing given the rumors about his pending dismissal. The general subtly criticizes the government, but focuses mostly on the war 1/ Image
He continue to maintain that there is stalemate, but says that Ukraine needs a unique strategy and the war follows a unique logic 2/
He says the war can be won by cheap drones.

"Perhaps the number one priority here is mastery of an entire arsenal of (relatively) cheap, modern and highly effective, unmanned vehicles and other technological means." 3/
Read 13 tweets
Jan 31
War in Ukraine Has Weakened Putin, C.I.A. Director Writes in @nytimes

CIA director William Burns says the war in Ukraine has "quietly corroded" Putin's power and created disaffection among Russia's leadership and people. This allows the CIA to recruit more Russian spies 1/
Image
Image
Burns says Putin looked detached and indecisive in handling the mutiny by Russian mercenary leader Yevgeny Prigozhin last year. This revealed weaknesses even though Putin settled the score 2/
Russia's economy has been deeply damaged by the war and it is becoming more dependent on China. Over 300,000 Russian soldiers have been killed or wounded. 3/
Read 12 tweets
Jan 30
FT writes about the new dynamics in the conflict between President Zelensky and Commander in Chief Zaluzhny

Yesterday something strange, almost bizarre happened. The Ukrainian social media went up in arms on the rumors that Zelensky dismissed Zaluzhny 1/ Image
Everyone cited their anonymous sources in the government and military. Ukrainian media went on record saying the commander is fired.

Then an hour later the office of the president officially denied that Zaluzhny is fired. So media and opinion leaders apologized and reversed 2/
Anyway, FT writes that Zelenskyy is preparing to replace Zaluzhny nonetheless. He has served as commander-in-chief of the armed forces since 2021. This would be the biggest shake-up of Ukraine's military leadership since the full-scale invasion began. 3/
Read 9 tweets
Jan 29
Do Sanctions Work? Yes. Especially if they are enforced. Here is the evidence we presented last week at the Council of Europe of Strasbourg

1. Sanctions have an impact and force Russian regime into tough policy response

$113 bn – lost oil exports due to war & sanctions 1/ Image
$55 bn – lost natural gas exports due to failed weaponization of flows to Europe

63% – drop in trade surplus in 2023 vs. 2022

79% – drop in current account surplus in 2023 vs. 2022

$275 bn – capital outflows Q1 2022 - Q3 2023 2/ Image
Ruble devaluation and depletion of macro buffers

~40% – loss of ruble value vs. US dollar since last fall

~$300 bn – lost access to CBR’s reserves

24% – lost value of the NWF in dollar terms 3/
Read 11 tweets
Jan 27
Russia imported more than $1 billion of advanced US and European chips last year, writes Bloomberg

Our @KSE_Institute investigation paints a much darker picture: just in Jan-Oct 2023, Russia imported over $8B advanced electronics and other battlefield goods

Who sells? 1/ Image
Here is the list of companies with Intel, Analog Devices, AMD, and Texas Instruments leading the way

Producers from sanction coalition countries, including the U.S. and the EU, were responsible for 44% of Russian battlefield goods imports in January-October 2023. 2/ Image
The U.S. companies account for the largest amounts of trade – 26% or over $2B 3/ Image
Read 12 tweets
Jan 26
Miracles happen

Slovakian Prime Minister Fico met with Ukrainian counterpart Shmygal and they fell in (diplomatic) love. There are no disagreements anymore. Parties agreed:

1. Slovakia will not block Ukraine's purchases of weapons and equipment from Slovak businesses 1/ Image
2. Slovakia will support the Ukraine Facility program which provides 50 billion euro to Ukraine from the EU

3. Slovakia confirmed its full support for Ukraine's European integration aspirations 2/
4. Cooperate on deliveries by a Slovak company of equipment to build defense lines

5. Emphasized importance of developing military-technical cooperation on a commercial basis 3/ Image
Read 7 tweets

Did Thread Reader help you today?

Support us! We are indie developers!


This site is made by just two indie developers on a laptop doing marketing, support and development! Read more about the story.

Become a Premium Member ($3/month or $30/year) and get exclusive features!

Become Premium

Don't want to be a Premium member but still want to support us?

Make a small donation by buying us coffee ($5) or help with server cost ($10)

Donate via Paypal

Or Donate anonymously using crypto!

Ethereum

0xfe58350B80634f60Fa6Dc149a72b4DFbc17D341E copy

Bitcoin

3ATGMxNzCUFzxpMCHL5sWSt4DVtS8UqXpi copy

Thank you for your support!

Follow Us!

:(