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.

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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

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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.

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

Jun 27
The F-35 Big/Expensive/Few Platform & Missile cult is in deep denial of this battlefield reality.

Air superiority below 2,000 feet/600 meters has been lost by crewed aircraft.

F-35's are irrelevant for the Mavic drone threat, save as a budget threat to the C-UAS procurement.
1/
The arrival of the Ukrainian Gogol-M, a 20-foot span fixed-wing aerial drone mothership, with over a 200km radius of action while carrying a payload of two 30km ranged attack drones under its wings, underlines the impact of low level airspace as a drone "avenue of approach."
2/
The Gogol-M flys low and slow, below ground based radar coverage like a helicopter.

It opens up headquarters, ground & air logistics in the operational depths to artificial intelligence aided FPV drone attacks.

3/ Image
Read 9 tweets
Jun 27
This is the main example of one of the most unprofessional delusions held by the US Navalist wing of the F-35 Big/Expensive/Few platform and missile cult.

Russian fiber optic FPV's have a range of 50km - over the horizon!

1/
This means things as the Russians make these FPV's from Chinese commercial drone components in six figure and soon 7 figure (millions!) numbers.

This has huge implications for the impending Chinese invasion of Taiwan.

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When China invades Taiwan, the 1st move will be occupying the small islands around Formosa (left) and making them drone, GMLRS & HQ9 SAM bases.

50 km circles around all those small islands cover almost all the invasion beaches (map right) with PLA 50km fiber optic FPV's.

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Read 5 tweets
Jun 24
It isn't just a matter of pre-2023 sniper tactics being obsolete.

Every patrolling tactic taught by the US Army Infantry and Ranger schools are obsolete when you can "just send a drone. "

1/3
Drones simply don't have ground line of sight issues like soldiers do.

Drones can see in more of the electromagnetic spectrum than humans.

And the US Army refuses to buy enough small drones (1 m +) to train their troops to survive on the drone dominated battlefield.🤢🤮

2/3
"Just send a drone" is the proper tactic for almost everything a 21st century infantryman does from patrolling, raiding enemy positions, sniping and setting up forward observation posts.

3/3
Read 4 tweets
Jun 23
Please note that Iran _ISN'T_ shooting down IDF drones over Tehran⬇️

There are technological reasons for that.

1/2
The odds are heavily in favor of the IDF having parked Hermes drones with "Gorgon Stare" technology over Tehran to hunt Iranian senior government officials.

2/2 Image
P.S.

This is the wiki on Gorgon Stare technology.

en.wikipedia.org/wiki/Gorgon_St…Image
Read 4 tweets
Jun 22
The following photo captures from WW2 bomb damage analysis documents are to calibrate people's eyes as to what to expect from the Fordow strike.

The MOP crater is going to be something called a "Camouflet" because the MOP will dig so deep before exploding.

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The problem with this US strike is the rock density in the Fordow area may be too much for the GBU-57/B MOP (See Grok below)

Unless there is really good intelligence showing a weakness in Fordow or...

2/6
grok.com/share/c2hhcmQt…
...this MOP strike had several bombs with the same aim point and a timer setting for simultaneous detonation. Good results will be difficult.

WW2 testing showed hard crystallized limestone was a pain for semi-armor piercing bombs dropped from 16,000 feet to penetrate.

3/6 Image
Read 7 tweets
Jun 22
Well, it wasn't a TACO moment.

This US strike on the Iranian nuclear program was paddy cake.

The Iranian smart move here is screaming a lot, doing little and waiting for a Democratic US President to build nukes.

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The dumbest of dumb moves by the Iranians would be laying sea mines in the Strait of Hormuz.

That was what set off Operation Praying Mantis in the late 1980's which sank 1/2 of Iran's navy in a day.

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If the Iranians choose doing something dumb...

...US has positioned aerial assets in the Mid-East that are sufficient for a modestly large aerial bombardment effort for ~100+ tactical fighters⬇️

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Read 4 tweets

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