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.]
3/
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/
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
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.
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
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.
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
@threadreaderapp unroll please
• • •
Missing some Tweet in this thread? You can try to
force a refresh
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.
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 1/
...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.
2/
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.
...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.
2/
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.
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:
1/3
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."
3/3