Trent Telenko Profile picture
Mar 23 19 tweets 6 min read Read on X
We are seeing a lot of posts and articles on X about Ukraine's OWA drone strategic bombing campaign against Russian refineries .

People, including Jake Sullivan over at the Biden Adm. NSC think this is about AFU cutting off Russian oil.

They're wrong. It's about explosives.
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The Ukrainian strikes on Russian refineries are less about POL than reduction of nitrogen,ammonia and methanol feed stocks for Russian explosives and propellants for it's artillery and missile production.

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Ukrainian OWA drones are engaged in strategic counter battery fire against the Russian artillery supply chain providing the explosive fillings & propellent for shells, rockets and missiles.

[This also has knock on effects for Russian fertilizer production.]

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Nitrogen, ammonia and methanol are the bell book and candle of chemical feedstocks that Russian refineries supply to it's war machine.

Fixing nitrogen is especially key in making high explosives.

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When the US EPA talks about crude oil refining, it mentions nitrogen thusly:

"Undesirable elements such as sulfur, nitrogen, and oxygen are removed by hydrodesulfurization, hydrotreating, chemical sweetening, and acid gas removal."

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epa.gov/sites/default/…
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When you look up Russian Methanol production on Statistica, it reflects Russia's huge petrochemical refinery infrastructure.


6/statista.com/statistics/126…
The International Energy Agency's "Ammonia Technology Roadmap" says Russia is about 8% of the world Ammonia production capability.


7/iea.org/reports/ammoni…
When you look at modern explosives and artillery shell/rocket propellent on Wikipedia, a lot falls out that shows what Ukraine is up to with it's campaign against Russian refineries.

1. RDX and HMX are made from Formaldehyde that is made from Methanol and ammonia (both of

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1. Con't ...which are oil refinery products) via Hexamethylenetetramine.

2. TNT is made from Toluene, which is a refinery by product of gasoline.

3. Nitroglycerine is a made from Nitrogen, is a biodiesel by product, and is used to make #2 TNT.

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4. Ammonium perchlorate for rocket fuel comes from ammonia, for which see #1.

So, we have a lot of evidence here that Ukraine's anti-refinery campaign is more about removing oil refinery made chemical feedstocks for Russia's artillery supply chain than cutting off oil money

10/
...or fuel to the Russian Army. Yet, before I posted this, no one seems to have noticed any of that.

And everyone, especially the Jake Sullivan lead Biden Adm. National Security Council is screaming oil.

What's going on?

11/ft.com/content/98f15b…
Two things are happening here.

First, Illia Ponomarenko (@IAPonomarenko) is exactly right as to how Russian Reflexive Control Information Warfare has captured Jake Sullivan's crowd at the Biden Administration National Security Council.

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The second thing is US intelligence on Russia's artillery logistics and associated economic supply chain has sucked rocks for more than 80 years.

The CIA based all of it's Soviet artillery logistics projections on pilfered Warsaw Pact documents...

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...and mirror imaging pallets & forklifts on the Soviets without ever giving any collection priority to the problem or actually looking at chemical feedstocks.

The 80 year feedstock & forklift miss points to the intelligence validation step as a threat to career promotion

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...inside intelligence agencies.

It won't let senior intelligence analysts feed to senior politicians what they want to hear.

Their poor 1980's Iran-Iraq War intelligence product reflected this careertist patron-client defect.

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When the Lockheed Martin WARSIM software development team went to US Army TMs/FMs, the OPFOR World Equipment Guide and AMSAA for Russian log-data, it was INA (Item not Available) because "mirror imaging was good enough."


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What we are seeing with the combination of 80(+) years of intelligence dysfunction & the JD degree spin doctor run NSC is the ultimate American Government expression of the Dunning - Kruger Effect.


17/en.wikipedia.org/wiki/Dunning%E…
We have people running the US Russo-Ukrainian War security policy at the NSC that have absolute confidence in bad intelligence product, while knowing absolutely nothing.

And who are too lazy to do a flipping internet search on Russian refineries chemical feedstocks.

18/18 End
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More from @TrentTelenko

Nov 20
Please note:

@elonmusk has stated two launches from now there will be an attempted 2nd stage catch at Boca Chica.

That is in the 1st quarter of 2025.

The SpaceX Starship catch will be the "HMS Dreadnought" moment of the Space age.
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After that event, every non-reusable orbital class rocket launcher in the world designed and built before her will be obsolete the same way every battleship built and designed before the all big gun HMS Dreadnought was made so.

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Nothing except another fully reusable rocket can compete with Starship in exactly the same way that no other battleship could compete with HMS Dreadnought, unless it was a all big gun main battery dreadnought battleship.

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Read 4 tweets
Nov 19
People haven't paid anywhere near enough attention to this development⬇️

Russian cruise missile production is now like their tank production.

Russia is living off of Cold War stockpiles that are thinner & thinner as time goes on, & harder to resuscitate.

Attrition🧵
1/
The spokesman of the Main Intelligence Directorate of the Ministry of Defense of Ukraine, Andriy Yusov has stated that Russia's military-industrial complex can produce 40-50 Kh-101 cruise missiles every month.

2/
unian.ua/weapons/skilki…
The question that @GrandpaRoy2 photo raises is exactly how much of that X-101 production rate is being assembled using recycled Kh-55/55SM missile components?

"More than zero" was confirmed from that photo...but exactly how many?

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Read 15 tweets
Nov 18
Russia seems headed towards a February 1917 moment.

1. A kilogram of potatoes in Nov 2024 is 73% more expensive than in Jan 2024.
2. Interest rates reached 21% in Oct 2024
3. Mortgage rates have risen to 28%

1/
express.co.uk/news/world/197…
The Russian railway system is now falling apart.

It's not one thing, it is everything.

The Western ball bearing were the excuse for the Russian railway system to fire its entire maintenance department in 2013.

2/
moscowtimes.ru/2024/11/15/rzh…Image
~40% of Russian railway rolling stock is Soviet era vintage.

Russia went to 100% utilization of the Trans-Siberian railway in the late summer of 2021 and has stayed there ever since.

Those rail cars were not well maintained to start with, less Western bearings.

3/
Read 11 tweets
Nov 16
They are a lot of accounts analyzing the Ukrainian War that are unable to relate lethality to accuracy to weapons effects.

The Rorschach test for this weakness is below⬇️

The idea that fragment density/velocity, overpressures & CEPs are highly non linear mean nothing to them
1/
The idea of a small warhead 6 inches from the vulnerable spot of a target has of no relevance to them.

Nor is the idea that the orientation of that small warhead makes all the difference for a nose mounted shaped charge used on a Lancet loitering munition, see X-ray below⬇️
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In World War 2 the US Army Ordnance branch and the Office of Scientific Research & Development (OSRD) did a series of systematic investigations and testing of munitions to relate lethality to accuracy to weapons effects.

These reports are available on-line.
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Read 10 tweets
Nov 11
The idea of Russia substituting artillery tubes with 122mm rockets fails on a couple of counts - accuracy and propellent mass.

These two things are related.

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The inaccuracy of the 122mm Grad rocket system is proverbial.

A full salvo of 40 rockets landing at 20 km range spreads over an area of up to 600 m x 600 m.

It is a wasteful weapon for tube artillery missions and is highly locatable when firing.

2/
characterisationexplosiveweapons.org/studies/annex-…Image
The Ukrainian SSU has made that vulnerability abundantly clear recently in showing 16 Grad launcher truck kill videos.

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mil.in.ua/en/news/ssu-ne…
Read 10 tweets
Nov 10
Ukraine's SSU used long range FPV drones with radio repeater drone to do counter battery for killing sixteen GRAD 122mm multiple rocket launchers.

21st century artillery counter battery🧵
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mil.in.ua/en/news/ssu-ne…
This YouTube video shows all the "greatest hits" with the SSU first person view (FPV) drones.

Ukrainian drone operators were able to steer the FPV's into the loaded rocket launcher where "cope cages" could not cover.


2/
This is a Ukrainian Armed Forces’ Matrice 300 RTK drone with relay antennas for extended range FPV drone counter battery strikes. ⬇️

Photo credits: Charitable Foundation “SOS palīdzība Ukrainas armijai”

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Read 5 tweets

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