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

Jul 14
Khodorkovsky [former Russian oligarch brought down by Putin]: Putin now has to manage what he never learned: a real economic breakdown.

He knows recruiting and special operations. Now the system’s “pants” are tearing, and he does not know how to stitch them back. 1/
Khodorkovsky: Now a critical amount of refinery capacity is under threat.

If Ukraine keeps striking and Russian air defense keeps missing about 20% of incoming drones and missiles, plants across European Russia, the Urals, and western Siberia will stay at risk. The only fix is a sharp cut in private fuel use.

2/
Khodorkovsky: Russia may not raise fuel prices on paper.

In practice, people will pay more to skip lines and get gasoline delivered, as in St. Petersburg. In a poorly regulated economy, this is how shortages spread. We saw the same thing at the end of the Soviet Union.

3X
Read 5 tweets
Jul 14
Khodorkovsky [former Russian oligarch brought down by Putin]: Civilian cars burn over half of Russia’s gasoline.

To keep freight and emergency services running, Russia must cut civilian fuel use by half or two-thirds. Prices will do the cutting. Ukraine scored a political win.1/
Khodorkovsky: Fuel crisis may grow much worse if Ukrainian strikes continue at today’s scale.

Omsk refinery shows almost all major Russian refineries are within range. Putin seems absent, and Mishustin has vanished into the fog.

2/
Khodorkovsky: Putin does not understand the scale of the problem or how to fix it.

He gave a critical national crisis to Novyk, who lacks the power to fire Sechin, Miller, or the head of Russian Railways. Novyk cannot solve it. Putin looks absent.

3/
Read 6 tweets
Jul 14
Kostyantynivka made the Kremlin's ruby-red stars and the glass on Lenin's mausoleum. Now Putin is grinding it into rubble to seize it.

The real prize is leverage over Trump, to argue holding Donbas is futile and Kyiv should concede — Christopher Miller, Financial Times. 1/
Kostyantynivka held about 70,000 people before the war. Around 2,000 remain, living without gas, water, electricity or medical help as food supplies run out.
They shelter in ruined blocks, and Russian drones have cut their movement to almost nothing. 2/
The city sits inside the kill zone, the drone-dominated strip of front where anything that moves is spotted and hit within minutes.
Ukraine now resupplies and evacuates by ground robots and on foot, with soldiers walking several miles in and out. 3/
Read 11 tweets
Jul 14
For Putin, a ceasefire is a tool to win the war politically. Freeze the front, rebuild the army, break Ukraine's ties with Europe, then strike again.

He did exactly this after Minsk in 2014. — Michael Kimmage & Hanna Notte, Foreign Affairs.

1/ Image
Putin's ceasefire playbook: call for elections in Ukraine, then use subversion to promote corruption narratives about Zelenskyy.

Offer endless circular negotiations. Encourage compliant Europeans to legitimize Russian-occupied territory.

2/
Putin would time his "peace" move to coincide with US midterm elections — boosting Trump-backed Republicans and diminishing prospects for a return to pro-NATO, pro-Ukraine policies in Washington.

A ceasefire lets Putin appear as a man of peace.

3/
Read 7 tweets
Jul 14
Ukraine broke a 300-year rule. Armies won by centralizing weapons — standard parts, a few factories, crates to the front.

Kyiv inverted it via small workshops design a drone, the front reworks it, lessons feed back to industry. Update cycles as short as 3 weeks, — Charles Dainoff, Geoffrey Fain Williams, Robert Farley, FP. 1/Image
Ukrainian drones have largely frozen the front and let Kyiv hit Russian logistics deep in the rear. Against an enemy iterating just as fast, an older drone isn't inferior — it's useless. Whoever adapts quicker wins the microcycle. 2/
This ecosystem may spring from the weakness of Ukraine's central government. No central hub dictates designs. Firms deal straight with front-line units. The absence of control is the feature. 3/
Read 10 tweets
Jul 14
Crimea was supposed to be Putin’s fortress: a military base, Black Sea launchpad, and imperial trophy.

Now its 2.5 million people face blackouts, water cuts, fuel shortages, dead cell service, broken transit, rising prices and a collapsed tourist season, — Politico. 1/ Image
Ukraine is now targeting the routes that keep Russia’s forces in the south supplied. The aim is not just to hit Crimea, but to isolate it and weaken Moscow’s position across the southern front. 2/
Getting out has become harder too. Ukrainian drones have destroyed bridges and now patrol the land route through occupied southern Ukraine. In early June, more than 3,000 vehicles queued to leave via the Kerch bridge. 3/
Read 10 tweets

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