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…
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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

Nov 16
Russia’s economy has almost hit a wall.

Q3 2025 GDP grew just 0.6% y/y, down from 1.1% in Q2, and the Central Bank now sees only 0.5-1% growth for the year.

War costs and sanctions are finally biting, writes The Moscow Times. 1/ Image
Two years of war spending kept factories busy but lit an inflation fire: prices are still rising 8% a year.

To fight that, the Central Bank holds rates high, and the civilian economy pays the price with weaker demand and stalled investment. 2/
Russian businesses say lending costs are killing new projects and jobs.

At the same time, the budget is already about $50B in the red this year, so the Kremlin plans to hike VAT from 20% to 22% — pushing the bill onto households and small firms. 3/
Read 5 tweets
Nov 16
President Stubb: I’m not optimistic about a ceasefire or peace talks in Ukraine this year — maybe by February or March.

Until then, we must maximize pressure on Russia and force Putin to rethink his aim of denying Ukraine’s independence. 1/
Stubb: Ukraine needs two things: financial support, using €140-180B in frozen Russian assets as collateral to get through winter — and increased military pressure.

West must keep supplying weapons. With Putin, only the stick works, he won’t negotiate unless forced. 2/
Stubb: Sanctioning Lukoil and Rosneft was the right move — it hits Russia’s oil sector and the machine funding the war.

Ukraine now needs maximum firepower, not just Tomahawks but anything that can strike Russia’s military and defense industry. 3/
Read 9 tweets
Nov 16
Belgium is blocking the EU’s plan to lend $213B to Ukraine because PM Bart De Wever fears massive financial liabilities for Belgium.

EU officials warn Kyiv could run out of money by spring without this lifeline, WSJ. 1/ Image
Belgian officials argue the loan, backed by Russian assets frozen in Belgium, could expose the country to losses equal to one-third of its GDP.

The domestic budget crisis increases political pressure on De Wever to resist. 2/
De Wever told Ursula von der Leyen he wants stronger guarantees before the summit next month. He insists Belgium must be protected if courts overturn the plan or sanctions change. 3/
Read 8 tweets
Nov 15
What’s new in the scandal over Ukraine’s largest electricity producer, Energoatom?

1. Ukraine’s migration service canceled Timur Mindich’s citizenship — he holds Israeli citizenship. Mindich fled Ukraine hours before NABU raids on Nov. 10.

1/ Image
2. Zelensky removed Energy Minister Svitlana Hrynchuk and Justice Minister Herman Halushchenko from the National Security and Defense Council.

Both ministers filed resignation letters after NABU exposed the bribery scheme.

2/
3. Courts took bail for two Energoatom “back-office” employees — Lesia Ustymenko (₴25M) and Liudmyla Zorina (₴12M), says RBK-Ukraine.

Five suspects are already detained; Mindich and businessman Oleksandr Zukerman escaped abroad.

3/
Read 7 tweets
Nov 15
Merz told Zelenskyy to stop the rising flow of young Ukrainian men to Germany and ensure they remain in Ukraine to serve.

Arrivals of Ukrainian men aged 18-22 surged from 19 per week in Aug to 1,400-1,800 per week in Oct after Kyiv relaxed exit rules, Politico. 1/ Image
Bavaria’s PM Markus Söder proposed limiting the EU Temporary Protection Directive if Kyiv doesn’t reduce departures.

The directive currently grants Ukrainians automatic protected status in the EU. 3/
Merz’s coalition fears the growing number of young male Ukrainians could become a political weapon for AfD, now polling first.

AfD criticizes support for Kyiv and demands ending welfare payments to Ukrainians. 4/
Read 7 tweets
Nov 15
Russia’s oil export revenues fell to $13.4B in September, a decline of $200M compared to the previous month.

Crude revenues increased by $200M, but this gain was fully offset by a $400M drop in oil product revenues, KSE Institute reports. 1/ Image
Seaborne oil exports increased by 4.1% compared to the previous month. Ships covered by international insurance carried only 26% of crude exports and 81% of oil product exports. 2/
Russian refinery runs dropped by about 800K barrels per day in October, reaching 4.6M barrels per day.

The decline was caused by continued drone attacks that forced Rosneft to reduce processing volumes by 22% compared to July. 3/
Read 13 tweets

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