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.
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."
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
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...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.
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.
...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.
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."
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.
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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The fire and forget millimeter wave (MMW) radar guidance AGM-114L "Hellfire Longbow" being referred in the War Zone post as "a new anti-drone armament" for the LCS actually ceased production in 2005 and reaches end of life in 2025.
One of the reasons the AGM-114L was dropped from the US Army M-Shorad is the US Army didn't want to pay money to recertify the AGM-114L inventory...
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...with the AGM-179 Joint Air-to-Ground Missile (JAGM) equipped with dual-mode Semi-Active Laser (SAL) and millimeter wave (MMW) radar seeker just entering production.
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The process was invented by a Russian, Via wikipedia:
"The Russian chemist Sergei Vasilyevich Lebedev was the first to polymerize butadiene in 1910....
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...In 1926 he invented a process for manufacturing butadiene from ethanol, and in 1928, developed a method for producing polybutadiene using sodium as a catalyst.
The government of the Soviet Union strove to use polybutadiene as an alternative to natural rubber ...
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That War Department technical manual codified how the US Army would apply mechanized logistics - pallets, forklifts and warehousing using same - world wide.
But as the figure I used above noted, Ukraine is mostly flat and that is bad for DSMAC accuracy.
An analysis of the data bases of downed Shaheds will yield the landmarks these drones are using.
That data, plus an AI analysis of past Shahed trajectories in GNSS jammed...
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...areas, plus maps of Ukrainian cell phone tower networks that Shahed SIM cards access, should allow operational analysis predictions of future Shahed landmark checkpoints to set up quick reaction Ukrainian TDF mobile AA gun "flak traps."