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 7
Stubb: 35,000 Russian soldiers killed per month won't end this war. Economic strain won't end it either.

What ends it: the Russian population turning against it. Drones hit St. Petersburg and Moscow. Kids lose their summers in Crimea. Gas lines. Internet shutdowns.

1/
Stubb: Ukraine's long-range strikes took down 40% of Russia's oil refining capacity.

2/
Stubb: Ukraine needs more Patriots — over 100 civilian buildings hit just the other night, civilians dying.

Europeans and Americans need to work on this together.

3/
Read 7 tweets
Jul 7
Trump turned NATO from a security guarantee into a paid service. Allies buy American weapons, and in return the US keeps protecting them.

They committed nearly $120B in the past year and spent half of it on US-made arms — Politico. 1/ Image
Trump demanded that allies raise defense spending from 2 percent of GDP to 5 percent, or risk losing US protection altogether.

He has often threatened to quit the alliance if they fall short. Defense Secretary Pete Hegseth tied higher spending to faster US arms sales. 2/
NATO Secretary-General Mark Rutte said Europe supports 110,000 American jobs through $300B in orders for US weapons.

The United Kingdom and Germany announced plans to build US weapons under license in their own factories, just days before the Ankara summit opens. 3/
Read 8 tweets
Jul 7
Greek shipping companies made $4B moving Russian oil while G7 states tried to cut the Kremlin’s energy cash.

The trade stayed legal under the price cap. The money kept flowing anyway, — FT. 1/ Image
Dynacom Tankers made the most — $915M from Russian crude since July 2023.

Olympic Shipping, part of the Onassis Group — $404M.
Stealth Maritime and Polembros each made more than $200M. 2/
Eight of the top 20 companies earning from Russian oil shipments are Greek.

The rest are mostly Russian state-linked firms, including Sovcomflot and Rosnefteflot structures. 3/
Read 9 tweets
Jul 7
Europe is preparing for the once-unthinkable — defending the continent against Russia with little or no US help.

NATO's plans from a year ago assumed the US would carry nearly 40% of the warfighting burden. This share now almost certain to shrink after year of lost trust in Trump, — FT. 1/Image
The shift is driven by a string of shocks.
Trump's threat to take Greenland by force, cancelled US troop deployments, a national security strategy hostile to Europe, and recriminations over the lack of European support for his war in Iran. 2/
Replacing US assets — intelligence, air defence, refuelling, reconnaissance — needs faster spending. Germany hits 3.5% of GDP by 2029, but France and the UK are off track at ~2.5% and 2.7%, and even Berlin lacks a long-term funding plan. 3/
Read 10 tweets
Jul 7
EU’s 21st sanctions package could hit 90 more Russian banks, pushing banned lenders past 100 — over half of Russia’s internationally connected financial institutions.

A confidential European report warns of an explosive banking crisis, United24. 1/ Image
Russia’s Economy Ministry cut GDP growth forecasts: 2026 to 0.4% from 1.3%, and 2027 to 1.4% from 2.8%.
The report says 10% of corporate loans look questionable; in 2025, bad retail loans at several large banks hit 15%. 2/
More than 500,000 Russians declared bankruptcy, up nearly one-third from the previous year.
State-sponsored programs pushed over 13mn Russians to hold at least 3 loans at once. Cash outside banks rose over 17% YoY to more than $243bn. 3/
Read 7 tweets
Jul 7
Rutte: Russia's war machine is not unstoppable.

Right now, Ukraine is changing the dynamics on the battlefield, thanks to the bravery, the dedication, and ingenuity of its armed forces — United24. 1/ Image
Rutte spoke on July 6 at a press conference in Ankara, ahead of the 2026 summit and its latest support for Kyiv.
He tied Ukraine's front-line progress to its soldiers, naming their courage, commitment, and inventiveness as the qualities driving the shift against Moscow. 2/
Rutte made the same case on June 17 at the Ukraine Defense Contact Group, telling allies Kyiv is proving Russia can be beaten.
Russia's offensive momentum has slowed, and Ukrainian commanders describe Moscow's forces as degraded and unable to mount major breakthroughs. 3/
Read 6 tweets

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