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Trent Telenko Profile picture
@TrentTelenko
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.
1/
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.]

3/
Image
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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.

4/ Image
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...

13/
...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.

15/
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

Trent Telenko Profile picture
Jul 22
On the morning of 20 July 2025, a AFGSC airman at Minot AFB took his M18, still inside it's issued holster; and placed it on a desk.

It then went off, struck him in chest, and killed him

AFGSC issued a halt order on 21 July 2025 for use of M17/18 Modular Handgun System.

1/ Image
As an ex-DoD procurement official, that letter is a procurement killing hammer.

This is going to hit SIG Sauer like a moderate sized asteroid in terms of DCMA corrective actions requests or "CAR."

2/ Image
This AFGSC halt use order letter will be grounds for a level three corrective action request (CAR).

A DCMA level III CAR is defined as follows:

"A Level III Corrective Action Request (CAR) issued by the Defense Contract Management Agency (DCMA) is a serious action taken when there are significant contractual nonconformities.

It is directed to the supplier's top management and is just one step below the possibility of contract suspension or termination.

This type of CAR serves as a management tool to address critical issues that need immediate attention."

3/Image
Read 11 tweets
Trent Telenko Profile picture
Jul 22
During WW2's combined bomber offensive, unitary incendiary bombs were found to be five times as effective as high explosive, mass for mass, at destroying buildings & structures.

But the bomber barons were hung up on the tonnage delivered, not their effects.

Success Metrics🧵
1/
A single 100lb M47 bomb (left) was as effective as a M65 500lb general purpose HE bomb.

The Bomber Mafia in ETO fought incendiaries, as their bombers lacked the bomb station multiple release modifications for most of WW2, as the mass of bombs dropped was a 'success metric.'

2/ Image
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After the bomber barons -finally- surrendered to the realty of incendiaries operational effectiveness.

Avoiding any USAAF responsibility for the horror that was Dresden cemented the burying of the effectiveness of USAAF firebombs used in the ETO.

3/
Read 6 tweets
Trent Telenko Profile picture
Jul 18
This:

"Russian aircraft manufacturers have failed to create analogues of foreign bearings and electronic components for aircraft, said Anatoly Gaydansky, CEO of Aerocomposite."

Also applies to railway cassette bearings for Russian wagons and locomotives.

Russian Railway🧵
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Low friction roller bearings are a major technological strength of the West. 

They are the difference between Rolls Royce jet engines lasting thousands of hours and Russian or Chinese jet engines lasting half as long.

Rail roller bearings are different in their application

2/
...but the computer control software for SKF & Amsted co-production machine tooling that Russia used is proprietary. That software left Russia in April/May 2022.

Russian rail system has been doing the whole 'just in time' inventory game

3/
Read 13 tweets
Trent Telenko Profile picture
Jul 16
The following is a serialized post from Strategypage -dot- com on the disastrously bad US Navy leadership decisions on fleet maintenance & where they have left US National Security.

"Surface Forces: USN Maintenance Mess

1/
July 11, 2025: The U.S. Navy is no longer able to maintain or repair its ships. In an earlier economy move, all the navy ship repair and maintenance facilities were sold off. The worst aspect of this was the loss of skilled shipyard workers. ...

2/
... The older ones were retiring and the navy did little to recruit and train replacements. Now, as the United States strives to expand its navy and repair and upgrade current ships, it finds that the resources are lacking. There are no easy solutions.

3/
Read 14 tweets
Trent Telenko Profile picture
Jul 16
Well now, the reality of Russian casualty ratios from drones and 💩casualty evacuation in the Russo-Ukrainian War begins to emerge.

'Some people' 🙄 have been talking about this for literally years and how it has gotten worse over time.

1/
This is what I said in April 2022 when the "professional" Russian Army was around and FPV drones weren't.

2/
This is what I was posting in December 2023.

3/
Read 7 tweets
Trent Telenko Profile picture
Jul 10
This Ukrainian fiber optic FPV drone attack underlines that 20th century style tactical truck based logistics are obsolete in the age of mass, cheap, 50 km FPV drones.

Drones costing less than $2,000 are killing trucks costing over $150,000.

US military versus Drones🧵
1/
The issue of Western truck production versus drone production is stark

Ukraine in 2025 is making ~12,000 FPV and grenade dropping class small drones a month.

The peak annual US Army FMTV production was in 2005 for a total of 8,168 trucks.

Those trucks are 20 years old.

2/ Image
21st Century truck logistics in the age of 50 km unjammable fiber optic guided FPV drones requires systematic combat service support engineering to build vehicle "net tunnels" to protect from powered and persistent drones.

3/
Read 6 tweets

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