Tymofiy Mylovanov Profile picture
Apr 12, 2024 17 tweets 6 min read Read on X
The war in Ukraine starts to escalate.

Evidence:

1. On April 11 Russia destroyed the largest power plant in Kyiv 1/
Russia used the latest X-69 to strike at Trypillia TPP, which more advanced than "Kinzhal"

X-69 is a subsonic cruise missile with the range of about 400 km 2/ Image
2. On April 11, Russia attacked two Ukrainian underground gas storage facilities

Bloomberg reports that this attack propelled Europe’s prices: European gas futures rose as much as 9.5% 3/

bloomberg.com/news/articles/…
Image
3. In addition, Russia damaged a large number of power facilities across the country.

Bloomberg: Moscow used more than 80 missiles and drones, U.S. envoy says situation is 'dire' 4/reuters.com/world/europe/r…
3. These attacks with dozens or hundreds of missiles and drones have been steadily increasing

The UN Assistant General Secretary: We are appalled by the increase in civilian casualties as a result of these relentless attacks.  5/ Image
4. According to the Office of the High Commissioner for Human Rights, at least 126 civilians were killed and 478 injured in March.

This is a 20 per cent increase compared with the previous month.6/

dppa.un.org/en/mtg-sc-9600…
Image
5. In March, Office of the High Commissioner for Human Rights also recorded a total of 12 medical facilities and 32 educational facilities destroyed or damaged. 7/
6. On Sunday, Monday and Tuesday, Ukraine’s Zaporizhzhia Nuclear Power Plant was attacked for the first time since November 2022. Russia accuses Ukraine, Ukraine accuses Russia of the attacks 8/ bbc.co.uk/news/world-eur…
Image
Gen. Christopher G. Cavoli, the top U.S. military commander in Europe, warned that Ukraine could lose the war with Russia if the U.S. does not send more ammunition to Ukrainian forces quickly. 9/

nytimes.com/2024/04/10/us/…
Image
7. Frontline Ukrainian forces are rationing artillery shells due to lack of a reliable Western supplier, allowing Russian troops to outfire them 5-to-1, a ratio that could soon increase to 10-to-1 without additional U.S. aid. 10/
8. Russia has reconstituted its army faster than initial U.S. estimates, increasing frontline troop strength by 15% to 470,000 and expanding the conscription age limit. Russia plans to expand its military to 1.5 million troops. 11/

politico.com/news/2024/04/1…
Image
9. Russian missile attacks on Ukraine's energy system, bombardment of Kharkiv, and advances along the front are stoking fears that Ukraine's military is nearing a breaking point. 12/

bloomberg.com/news/articles/…
Image
Western officials say Ukraine is at its most fragile moment in over two years of war.

Ukrainian officials don’t comment on the “breaking point” but increasingly voice alarming pleas for weapons and air defense 13/
There is a risk of Ukrainian defense collapse which could enable Russia to make a major advance for the first time since the early stages of the war. The next few months will be Ukraine's toughest test. 14/
Ukraine's President Volodymyr Zelenskiy urged his country's allies to make good on their promises of military aid on Thursday, particularly in the form of desperately needed air defence systems as Russia scales up its air strikes 15/

reuters.com/world/europe/u…
Image
So, in short, Ukraine is running out of air defense and weapons, and Russia is taking advantage of it.

Russia can break through unless the West overcomes its political infighting and dysfunctionality to provide support to Ukraine

16/
Democracies are messy, I often hear, but it is the best system. True, but this mess currently makes democracies unable to effectively address Russian threat. It looks more and more like a lack of leadership rather than the usual weakness of democracies. 17X

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More from @Mylovanov

Jun 23
Ex-Ukrainian FM, Kuleba: Trump's G7 softening on Ukraine is not a real shift. Right words at the right table, nothing more. Before the summit he spoke to Putin and called him wonderful.

Every change in tone is situational. This is performance for the camera. 1/
Kuleba: Trump desperately needs a big foreign policy victory. There are only two places left on Earth where he can get one, Cuba and Ukraine.

That is why American efforts on Ukraine will intensify. Not from conviction — from necessity. Trump needs a win he can sell. 2/
Kuleba: One test tells you everything. Kushner is heading to Moscow again. If before Moscow he stops in Kyiv, something is genuinely changing inside the American system.

If he flies straight past, same pattern, same priorities, same war. Watch the itinerary, not the rhetoric. 3X
Read 5 tweets
Jun 23
Anthropic CEO Amodei: Russia invading Ukraine, the risk of China invading Taiwan. That's the authoritarian bloc we defend against.

We can't let China and Russia use AI to attack Ukraine and Taiwan while we can't defend them. Not for the money, government networks pay little.1/
Amodei: Conflicts happen when both sides misunderstand each other — without oversight, accidents become likely.

But superior intelligence deters conflict. Predict an invasion of Taiwan or troop movements in Ukraine, and adversaries think twice before acting.

2/
Amodei: We planned for 10x annual compute growth. Instead we saw 3x quarterly revenue growth — that's 80x annualized.

We didn't plan for 80x, and we couldn't have rationally planned for it. This is a local explosion in compute demand, not a sustainable trajectory.

3/
Read 8 tweets
Jun 23
Kasparov: Putin cannot stop the war. His system is built on it, budget, economy, propaganda, education. Kindergartens train with drones. Universities open special courses. Plan: a million drone operators by 2030.

War became Russia's routine. You can't reverse this in one second. 1/
Kasparov: An inclined plane from physics, one direction, speed always increasing. Napoleon couldn't stop. Hitler couldn't stop. Macron admitted diplomacy won't work here

For Putin, ending the war means total collapse, ideology, system, power. All of it built on permanent war 2/
Kasparov: Stalin demobilized 10 million over a decade, because he won. Red Flag over the Reichstag, new technologies, the West behind him. Something to build on.

Putin has no victory image. No triumph. His soldiers return from a war with no Reichstag moment, only retreat. 3/
Read 6 tweets
Jun 23
A «lonely» Ukrainian housewife traded WhatsApp messages with a Chechen commander for months. "Send me a picture," she asked. He photographed himself and a map of his unit's position pinned on the wall behind him.

The housewife did not exist — The Atlantic. 1/ Image
"She" was a middle-aged Ukrainian intelligence officer named Serhiy. Shortly after Achmad sent the photo, a drone struck the coordinates it revealed.

His commander: "Serhiy was great at flirting. Guys in our team started asking him for dating advice." 2/
Inside occupied territory, any phone sold there comes preloaded with Russian spyware called Druge. Encrypted apps like Signal guarantee a trip to "the basement."

Resistance agents smuggle in clean phones — sometimes delivered by drone — with no SIM card and no spyware. 3/
Read 8 tweets
Jun 23
Hodges: Trump told G7 leaders that Ukraine is their problem — a long way from the US, not America's concern.

Very short-sighted and wrong, but that is the policy. Europe working with Ukraine is going to have to be the main effort. No significant change coming from Washington. 1/
Hodges: Shadow fleet seizures must become the norm, not the exception. France has done it, Sweden has done it, the UK just did it.

Seizing these vessels going through the Baltic and Black Sea would be a major step in cutting Russia's ability to export oil and gas. 2/
Hodges on diplomatic settlement talk: It means zero when Trump says it. Behind the scenes, European interlocutors may be probing Kyiv and Moscow on possibilities neither would say publicly.

Ukraine is in a stronger position. Ending with Russia holding Crimea is not good. 3X
Read 5 tweets
Jun 22
Bolton: Damage to Iran's military infrastructure is real, but the regime stays and this deal is a significant political defeat.

Trump wanted the strait open to get gasoline prices down before November. He lost sight of the strategic issues that should have been central. 1/
Bolton: Gulf Arabs will live in fear that Tehran turns the strait on and off like a light switch.

Friends around the world wonder even more what an American commitment means. If we had taken military control of the strait at the outset, none of this would have happened. 2/
Bolton on the $300B fund Trump says the US won't pay for, the MOU says the US undertakes to create this fund "while ensuring financing of at least $300 billion."

That is a guarantee, and the US is the guarantor. If the Saudis and Emirates won't pay, it comes from us. 3X
Read 5 tweets

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