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

May 23
We have seen an evolution from 7-inch to 10-inch and now to 15-inch propeller drone designs for FPV's since 2023 in the Russo-Ukrainian War.

The question going forward is the choice of fiber optic guided or radio links.

Drone CRPA🧵
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The cost of putting serious radio link electronic counter-countermeasures (ECCM) on an FPV drone using a CRPA is way high.

Grok has an adequate estimate on what Chinese CRPA's cost.

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grok.com/share/c2hhcmQt…Image
Even basic Russian Kometa 4-channel design CRPAs are hundreds of dollars apiece.

To beat intensive ECM/Jamming at the front lines with 8, 12, or 16 element CRPA will cost hundreds to thousands per drone.

Plus CRPA weight & power drain impacts the drone w/bigger batteries.

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Read 6 tweets
May 22
Guns rule in the age of drones, but the "muffin top" Burke class DDG's are so top heavy with the SLQ-32(V)7 Surface Electronic Warfare Improvement Program (SEWIP) installation that the idea of adding 76mm or 57mm autocannons is insane from the metacentric height POV.

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What to do?

You can proliferate light precision guided weapon mounts. Which can be the 21st century version of the 20mm oerlikon.

A Burke needs multiple Hydra and APKWS 70mm semi-active laser guided rocket mounts on the centerline and both broadsides.

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The US Navy is already slapping deck crew operated 25mm autocannons and .50 caliber HMG all over Burke class DDG's already.

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Read 5 tweets
May 21
I've been posting about the inertia of Russian civil infrastructure industrial disinvestment for some time regarding Russian railways and it's foreign bearings.

The key tell going forward is triage.

This western part problem also applies to Russian Coal fired power plants
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...and we are seeing triage there now that will apply to Russian railways later.

Non-Russian core populations areas of Russia have been cut off from modernization and restoration of thermal power plants due to a lack of Western parts.

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There are grave implications in that for the electrified Trans-Siberian railway.

Russian railways are already seeing repair trains derail on the journey to go fix derailments.

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Read 6 tweets
May 21
While this @Tatarigami_UA 🧵concentrates on the modernization of pieces of the Russian military-industrial base as a cautionary tale.

It leaves a throw away line about economic collapse that leaves out the reality of Russian industrial/infrastructure disinvestment which will
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...continue for years even if the fighting stops tomorrow.

The rundown of Russian stocks of western railway bearing will continue for years because the specialty steel supply chain feeding western bearing manufacturers has shut down unused capacity after 3-years of war.

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It will take years to "turn on" the specialty steel pipeline to even begin to make new bearings for the Russian railways.

Compounding the matter is the extreme age of the Russian rolling stock fleet of 1.1 million freight cars/wagons at the beginning of the war.

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Read 23 tweets
May 19
We need to place this highly innovative Chinese artillery shell to drone precision guidance kit in its military-technical perspective.

China has taken the late 1960's US idea of a laser bomb now kit and the late 1980's Australian Kerkanya glide wing and tail kit and
put...
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...them on 152/155mm artillery shells as a drone munitions.

Boeing took the Australian Kerkanya DSTO GTV technology demonstrator and later made the JDAM-ER.

China took the Paveway & JDAM-ER kit ideas and mashed them together for a much cheaper
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...precision guided munition than anything that can survive a 40,000 Gee force ballistic tube launch.

A M1156 precision guidance fuze costs $13,500 as compared with Excalibur’s $113,000 per round because of the mil-spec electronics.

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Read 8 tweets
May 18
Brian Iselin on medium -dot- com has a very nice final article in a series of three on how the loss of oil income is killing Russian shell production.

This is a figure from that article:

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This opening paragraph is killer:

"Russia’s military machine doesn’t run on patriotism. It runs on petrodollars. Look at this chart and understand what you’re seeing: the death spiral of an empire, measured in dollars per barrel.

2/3
...When Urals crude crossed below $50 in April 2025, the Kremlin didn’t just lose money. Rather it lost the mathematical possibility of sustaining its war."

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Read 4 tweets

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