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

Dec 3
Europe is rearming at a speed not seen in decades.

SAFE, the new €150bn EU defence fund, already filled: 19 states applied, Poland alone asks for €43.7bn, writes The Economist.

1/ Image
SAFE + the National Escape Clause open a massive spending channel.

NEC lets states add 1.5% of GDP to defence over four years, unlocking roughly €650bn.

This is the spine of “Readiness 2030”.

2/
NATO’s European members now commit to 3.5% of GDP for core defence by 2035, plus another 1.5% for infrastructure.

Why this jump?

Because America moves out.

The Pentagon’s Global Posture Review shifts forces to Asia and asks Europe to pay for all weapons sent to Ukraine.

3/
Read 10 tweets
Dec 3
Alexander Stubb writes in FA the post-1945 order is collapsing. The world is shifting from rules to hard multipolar power.

Three blocs — West, East, South — now drive geopolitics. Middle powers like Brazil, India, Nigeria, Saudi Arabia, South Africa, Turkey decide outcomes.

1/ Image
He warns the West has 5–10 years to prove it can act without double standards, share real power and treat the global South as an equal partner. If it fails, the next order will run on deals, not rules and small states will get crushed.

2/
Stubb’s UN reform plan is:

- Add 5 permanent seats (2 Africa, 2 Asia, 1 Latin America)
- Abolish the veto
- Suspend any state that violates the UN Charter which would have suspended Russia after 24 Feb 2022.

3/
Read 8 tweets
Dec 3
Germany spent decades preaching pacifism

Now it is buying tanks, building suicide drones, deploying troops abroad and committing €460 billion to rearmament

Isaac Stanley-Becker in The Atlantic shows how a nation built on “never again” is preparing for war again. 1/ Image
Lt. Gen. Freuding says the old U.S.-led order is “really cut off.”

During Trump’s freeze on Ukraine weapons, Germany received no warning. German officers now hunt for information through their embassy because their Pentagon contacts have gone silent. 2/
Berlin’s answer is the Zeitenwende — Germany’s declared “turning point.”

The government vows to build “the strongest army in Europe” and, for the first time since WWII, is permanently stationing 5,000 troops abroad — Panzerbrigade 45 in Lithuania by 2027. 3/
Read 9 tweets
Dec 3
Rutte: If it takes too long for Russia to compromise in the peace talks, we’ll keep the weapon flow to Ukraine going, thanks to the U.S., Europe, and Canada.

Sanctions are also biting Russia. Together, they will pressure Putin and change his calculus. 1/
Rutte: I'm glad the U.S. president broke the deadlock with Putin and started the peace process.

Last night's talks were important, but I won’t comment on every step. We’re closely coordinating with the U.S. More steps are to come. 2/
Q: Yesterday, Putin threatened Europe with war again. What is your message for him?

Rutte: I'm not going to react to every thing Putin is saying. We've seen him in military clothes, dressed like a soldier at the front, but not [actually] at the front. It was quite far from the front. 3/
Read 4 tweets
Dec 2
Russia enters new US sanctions on Rosneft and Lukoil with serious economic cracks.

KSE Institute shows oil earnings in October fell to $13.1B, as Moscow sold barrels at $54, far below global prices.

1/ Image
Russia’s budget hole keeps widening.

January–October deficit hit 4.2T rubles and will likely break the revised 5.7T target in December’s spending surge.

The Kremlin now borrows at record speed: 4.5T rubles in domestric government bonds already, up 135% year-on-year.

2/
The liquid share of the National Welfare Fund shrank to 4.2T rubles, 31% of assets, compared to 75% before the full-scale invasion.

This leaves Putin with far less cash to plug the war budget.

3/
Read 6 tweets
Dec 2
Andriy Yermak’s quit changed Ukraine’s peace team - The Telegraph.

Yermak led negotiations, rejected any territorial concessions.

Now figures like spy chief Budanov, who has already met US Secretary Driscoll and speaks of Trump’s “crucial role” in ending the war, will lead. 1/ Image
NABU raided Yermak’s home over a $100M energy graft scandal.

Hours later, he quit as head of the presidential administration. His exit ends years of dominance inside Zelenskyy’s circle.

2/
His fall is seen as a win for anti-corruption activists and may help Zelenskyy distance himself from scandals that angered Western donors.

Yermak clashed with the Maga camp, accusing trump’s aides of ties to Moscow. His removal may help rebuild ties with Washington.

3/
Read 5 tweets

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