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

May 12
Trump arrives in Beijing as a weakened president.

The Iran war unresolved, the Strait of Hormuz still closed, tariffs failing.

Xi holds the cards, including a near-monopoly over rare earths and critical minerals. — Gideon Rachman, FT.

1/ Image
When Trump imposed 145% tariffs on Chinese goods, Beijing restricted mineral exports.

US factory production lines shut down within weeks. Within months — a trade truce.

2/
China's AI models are now roughly six months behind US rivals. Electric vehicles — China is ahead. Nvidia is lobbying to soften chip export restrictions, arguing it will lose markets to Chinese competitors.

The US lead in technology is narrowing.

3/
Read 7 tweets
May 12
Palantir CEO Alex Karp met with Zelenskyy and Fedorov in Kyiv. Ukraine is scaling AI for warfighting with real data.

Palantir is helping Ukraine to analyze air attacks. Now the task is to integrate AI into defense tech projects and deep strikes, using intelligence data at scale. 1/Image
Ukraine builds feedback loops. Drones and missiles produce data. Analysts turn it into targets and defenses. The system learns. If the loop runs faster than Russia adapts, Ukraine wins time and lives. 2/
Fedorov showed Brave1 Dataroom — a pipeline that lets Ukrainian developers train models on battlefield data. More than 100 companies already use it. That is an industrial base for military AI, not a demo day. 3/
Read 7 tweets
May 11
Pomerantsev: Ukraine has all of society approaches to cognitive defense. It is way ahead.

When talking with partners, you have to be careful not to give anyone a sense that you're intervening in domestic politics. If you're dealing in truth, you have a duty to release it. 1/
Pomerantsev: Russia is aggressive inside Europe with assassinations, sabotage and cyber attacks. Some countries get intimidated, while others feel emboldened to act. The more aggressive Russia becomes, the more people see it as fair game to strike back. 2/
Pomerantsev: Americans accused anyone working on disinformation and media literacy of being part of a censorship industrial complex. European organizations monitoring disinformation have been sanctioned by the US. The Americans own tech companies that suppress voices. 3X
Read 5 tweets
May 11
Kasparov: Trump always plays for Trump: his money, his glory, his family. But in the Ukraine war, he is playing on Putin’s side.

He never says a bad word about Putin, always explains Putin’s actions, and every concrete step helps Putin’s war effort. 1/
Kasparov: This is a world war. China stands behind Putin and wants it to continue because it drains the West, splits America and Europe, and weakens Russia.

Iran and the terrorist networks it funds are also part of the same global picture. 2/
Kasparov: NATO is dead as an organization.

It was created to stop Soviet-Russian aggression against free Europe, and when that aggression came, NATO did not even try to stop it. A new European security system is now being built. 3/
Read 6 tweets
May 11
One US sanction was enough to break normal life for a ICC judge in Europe.

Nicolas Guillou lost access to credit cards, bank transfers, hotel bookings, UPS deliveries, Paris bike rentals and parts of his health insurance because they all depended on American companies, FT. 1/ Image
The US sanctioned Guillou in August 2025 after the ICC issued arrest warrants for Benjamin Netanyahu and former Israeli defense minister Yoav Gallant over alleged war crimes in Gaza. 2/
Within days, banks blocked transfers.

and Expedia canceled hotel reservations. UPS returned packages. Paris’ Vélib’ bike system refused rentals because it required a credit card guarantee. 3/Booking.com
Read 10 tweets
May 11
Hodges: The war has shifted in Ukraine’s favor. Ukraine is killing and wounding more Russians than Moscow can replace.

That is a negative trend for Russia and may force full mobilization, including in Moscow and St. Petersburg — something the Kremlin does not want. 1/
Hodges: Ukraine’s long-range strikes on Russia’s oil and gas infrastructure will make it much harder for Moscow to keep fighting even into next year.

With drones and defense production, Ukraine has stopped Russian ground operations and opened a vector to victory. 2/
Hodges: The next phase should bring more Ukrainian long-range strikes on Russian oil and gas infrastructure, shadow-fleet vessels, and factories.

Making critical components for Russian missiles and drones as Ukraine expands production of its own weapons. 3/
Read 7 tweets

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