Trent Telenko Profile picture
Mar 23, 2024 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.

2/
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."

5/
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

8/
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.

9/
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.

12/
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

14/
...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."


16/
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

Oct 3
I've made a point about the Russian killed to wounded ratios a lot.

This is off scale:

"The AFU 7th Rapid Reaction Corps of Ukraine's Air Assault Forces published some stats. In August, Russia suffered 928 KIA and 528 WIA, i.e. 1.76:1,

1/3
and in September, 1,202 KIA and 649 WIA, i.e. 1.85:1.

These numbers strongly exceed any previous campaigns dating back to the Crimean War, and do not include non-combat deaths due to disease or exposure."

2/3
Late 20th Century combat saw one dead for every four wounded.

Russia is suffering between one and 3/4 to one to something like one and 4/5ths to one killed to wounded at Povrovsk.

This is without historical precedence.

3/3
Read 4 tweets
Oct 2
Gosh, remember all those 2023 US Navalist accounts that denied - DENIED, I tell you - that drones from containerships would ever, ever, be a threat and that I personally was delusional for saying so publicly.

Who looks delusional now 😱⬇️

1/
One in every five US Naval vessels are defenseless to Chinese drones, surprise launched from Chinese merchant & fishing vessels, because the
every CNO since 1989 didn't want USN logistical officers to get a captaincy and compete for flag ranks.

2/
Instead of dealing with reality, the USN flags send out minions on X to say "de-lu-lu" things like this⬇️

Because the USN Flags from the Aviation, Surface and Sub communities don't want to have logistical officers get flag ranks and spotlight their professional delusions🤮🤮
3/3 Image
Read 4 tweets
Oct 1
Phalanx was replaced by the SeaRAM, AKA RIM-116 Rolling Airframe Missile, on almost all new US combatants for the last ~15 years.

The SeaRAM Wiki states:

"The U.S. Navy plans to purchase a total of about 1,600 RAMs and 115 launchers to equip 74 ships.

1/3
The missile is currently active aboard Gerald R. Ford-class aircraft carriers, Nimitz-class aircraft carriers, Wasp-class amphibious assault ships, America-class amphibious assault ships, San Antonio-class amphibious transport dock ships,
2/3
Whidbey Island-class dock landing ships, Harpers Ferry-class dock landing ships, and littoral combat ships (LCS).[6]"

This was a US Navy procurement disaster in the age of drones.

3/3
Read 4 tweets
Oct 1
There are good reasons Russia is now looking to purchase gasoline from abroad to replace what they can no longer produce and deliver internally.

Russia is in the middle of a refinery damage & overuse failure cascade🧵

1/
Let us start with basics.

This was the pre-Russo-Ukrainian War Russian pipeline infrastructure Russian refineries were attached too.

2/
This is another view of the same infrastructure courtesy of the @AndreasSteno account.

3/
Read 10 tweets
Oct 1
"Western Experts" on X who claim drones are a "Ukraine War unique fad" are complete fools⬇️

"Among the sensitive targets of September 2025:
• 1,895 ‼️ enemy wings of the Orlan, Zala, SuperCam, Lancet types, Molniya kamikaze wing, Shahed, Gerbera.

1/3
• 455 enemy pilot launch points and 738 crew antenna units.
• 150 mobile EW systems and 9 self-propelled EW systems.
• 2,124 self-propelled vehicles (armor, logistics, rocket artillery, auto-moto vehicles, MLRS).

2/3
• 394 cannons and howitzers.
• and much more weaponry, assets, depots, shelters, etc."

The #1 counter-battery weapon on the 2025 battlefield isn't ballistic or rocket artillery.

It is the drone.

3/3
Read 4 tweets
Sep 28
The Russian Legioner armored vehicle is an interesting reinvention of the 1940's Red Army BTR-152 or US M3 Scout car.

It says a great deal about the defense industrial infrastructure limitations of the Russian Federation.

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The three 6x6 BTR-152 photos and drawings and one 4x4 M3 scout car photo will give you an idea of what is available to the 2025 Russian defense industrial base.

2/2 Image
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H/T to Dylan Malyasov of Defense Blog.

defence-blog.com/russia-develop…
Read 4 tweets

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