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

May 17
NATO war game ended with Russia cutting off the Baltics in 24 hours — because Germany froze politically while the US stayed out.

Retired Ukrainian Gen. Romanenko, playing Russia’s commander, says NATO’s biggest weakness was not troops but hesitation, FP. 1/ Image
Scenario assumed a ceasefire in Ukraine by late 2026.

Russia rebuilt forces, left troops in Belarus after joint exercises, then used a “humanitarian crisis” in Kaliningrad as justification for escalation against Lithuania. 2/
“Russian” plan focused on speed. 12,000 troops advanced from Belarus while forces from Kaliningrad moved east.

To link up near Marijampole and cut the Baltics off from Poland through the Suwalki Gap within 24 hours. 3/
Read 10 tweets
May 16
Graham: Everything Obama and Biden did was designed to keep Iran to a civilian nuclear program.

There is no way they can have 60% highly enriched uranium unless they cheat. Everything you did failed. You allowed Iran to become a threshold nuclear nation. 1/
Graham: Did Iran shoot missiles at Diego Garcia?

Caine: Yes, sir.

Graham: Under the protocols we had, were they supposed to be able to do that?

Caine: Without reviewing the fine print, I believe the answer is no.

Graham: No, they weren’t. You failed there. 2/
Graham: If Pakistan is allowing Iranian aircraft at its air bases, is that consistent with being a fair mediator?

Hegseth: I wouldn’t want to get in the middle of these negotiations.

Graham: I do want to get in the middle. Maybe we should look for another mediator. 3X
Read 5 tweets
May 16
Blinken: The Iran nuclear deal was not perfect, but it boxed the program in with intrusive inspections and pushed breakout time past a year.

Trump tore it up and replaced it with nothing. Iran went from more than a year to a few weeks. 1/
Blinken: Trump is constrained by two things: markets and munitions. Oil, gas, fertilizer, helium — this has moved from prices to actual availability.

The reserves and ships already on the water are now a very thin shock absorber. 2/
Blinken: Trump may have misread Iran.

The U.S. did enormous damage, but Tehran saw the attacks as existential and started using tools it had held back — especially the Strait of Hormuz. That created a new normal. 3/
Read 6 tweets
May 16
Cheap flights are ending. Spirit Airlines collapsed this month. Wizz Air short positions hit one-sixth of its shares.

Jet fuel doubled after the Iran war shut the Strait of Hormuz, nearly 40% of Europe's kerosene — Peter Campbell, Financial Times. 1/ Image
Andrew Lobbenberg, airlines analyst at Barclays: "We have seen lots of crises — 9/11, Covid. This is the next Covid."

He predicts bankruptcies, mergers, and faster retirement of old aircraft. 2/
Lufthansa cut 20,000 summer flights. It now routes Cape Town flights via Namibia to refuel.

Malaysia's AirAsia flew tankers to Vietnam so its jets could refuel before returning to Kuala Lumpur. 3/
Read 10 tweets
May 16
Ukraine's FP-1/2 long-range drone now flies into Crimea carrying two FPV drones strapped to its wings.

One FPV is fitted with a flat antenna that matches a compact Starlink terminal — United24. 1/
Russian sources filmed the downed mothership in a bay near occupied Crimea. The wings still held two attached FPV drones.

Analysts identified the antenna on one of them as Starlink-grade. 2/
A Starlink link means the FPV does not depend on the mothership as a radio relay.

It can be dropped over the target and flown directly through satellite, while the FP-1/2 keeps going to its own warhead mission. 3/
Read 9 tweets
May 16
Bolton: Leaving the Strait of Hormuz in Iran’s hands is unacceptable. It is an international waterway.

Iran cannot be allowed to impose hegemony over it — and the only way to stop that is militarily. 1/
Bolton: If Iran can turn control of Hormuz on and off like a light switch without paying a price, it will do it again.

Opening the strait militarily would remove Iran’s leverage and restore deterrence. 2/
Bolton: Iran’s military-industrial complex is severely damaged. The question is whether to finish the job.

If this regime survives, it rebuilds itself — and in five years America may be right back where it started. 3X
Read 5 tweets

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