Trent Telenko Profile picture
Aug 5, 2024 14 tweets 5 min read Read on X
It looks like the Russian railway's western cassette roller bearing wear out & capability collapse I've said was coming for a couple of years...

...is now arriving.

Assuming this report is true⬇️

1/
In simple terms, we are in August 2024 after this bearing wear out prediction for February 2024.⬇️

This is something I've been expecting to see since September 2022.⬇️

The life of installed 5 million km Western roller bearings are ending for more and more Russian locomotives and rolling stock.

The Russian pattern of the most neglected...

2/
...track meeting the most neglected engines & rolling stock will cause more & more derailments starting in the arctic, then the Far East.

Then derailments in the Caucuses, moving towards Moscow/St Petersburg.

Finally, we would see derailments of the repair trains.

3/ Image
In Oct 2022 Russia had 10,000 freight cars out of service, with 200,000 more railway freight cars at risk of bearing wear out after a few of years of Western sanctions

4/
Every January the Russian government owned railway monopoly cycles a large fraction of the engines offline for periodic maintenance and it takes 2-to-3 months to recover full capacity.

Look what happened for the 2024 bottom red trend line.⬇️ (H/T @Prune602)

5/ Image
The count down to Russian railway collapse from a lack of replacement Western railway cassette bearings in railway car trucks was straight forward math, unless you believe in "Russia Strong ™️" or "Escalation Management™️" ideological delusions.🙄

6/ Image
If you believe in either delusion, then no amount of empirical evidence has any meaning.

The rejection of the empirical is the antecedent condition for either delusion.

If you accept empirical evidence, you cannot become invested in either

7/
..."Russia Strong™️" or "Escalation Management™️".

The empirical view is rooted in ground truths, like sun rotted tires, & the delusional is rooted in wishful thinking.

And these twin delusions mean the West is failing to plan for a Russian railway collapse.


8/Image
Western governments failing to plan for Russian transportation collapse & defeat, so as to manage the transition to a stable post-war world, will put post-Putin Russia on the slippery slope to the hell

9/
...of becoming a continent spanning Lebanese Civil War with loose bugs, loose nukes & novachuk gas equipped sprayer drones.

It may not be possible to avoid this Russian meltdown collapse, but failing to plan for the possibility, is planning to fail when it arrives.

10/
The economic repercussions of Russian energy & food suddenly just falling out the world economy from this pending "railway transportation collapse apocalypse" beggars the imagination.

Even @PeterZeihan pales at the thought.

11/
Western national security and economic policy makers ought to be putting together crisis teams to evaluate the implications for both the world economy and for obtaining an armistice.

Using access to railway cassette bearings as a leaver...

12/
...to obtain the two most important concessions -- Pre-2014 Ukrainian borders & getting back Ukraine's kidnapped populations -- that will make a lasting cessation of hostilities possible.

But they won't.

They believe in "Russia Strong™️" or "Escalation Management™️".

13/13 End

• • •

Missing some Tweet in this thread? You can try to force a refresh
 

Keep Current with Trent Telenko

Trent Telenko Profile picture

Stay in touch and get notified when new unrolls are available from this author!

Read all threads

This Thread may be Removed Anytime!

PDF

Twitter may remove this content at anytime! Save it as PDF for later use!

Try unrolling a thread yourself!

how to unroll video
  1. Follow @ThreadReaderApp to mention us!

  2. From a Twitter thread mention us with a keyword "unroll"
@threadreaderapp unroll

Practice here first or read more on our help page!

More from @TrentTelenko

Jul 31
"Russian exceptionalism"⬇️

The Russians see themselves as immune to the consequences of their own actions.

The previous case studies in this were the Nazis and Imperial Japanese in WW2.

1/
Both polities had monumental hubris, the conviction that all was permitted, and that they were invincible.

The committed Nazis still believed they were winning in March-April 1945.

Japanese 'Yamato-damashii' beliefs took nukes to break.

2/ Image
Image
This Russian exceptionalist belief in the immunity to the consequences of their own actions is also why the Russians continue their insane suicidal assaults.

3/3 Image
Read 4 tweets
Jul 29
What is interesting for me is that the pre-2022 Western intelligence assessments of the Russian Army credited it with lots of tactical pipelines to move fuel.

Those would be far more useful in moving water than trucks...yet...where are they?

1/
These pipelines seem to have fallen into that same logistical 'assume they exist but don't' black hole as Russian truck D-rings & pallets, tactical truck trailers, and Russia's "superior" tooth to tail ratio that acts more like 1863 Union Army where...

2/
..."every soldier is a logistical manual laborer when not in combat".

Water is heavy. Pipelines are more efficient that trucks. Yet all we are seeing is Russian water trucks?

Who stole the Russian Army tactical pipelines? Or were they nothing but disinformation?

3/3
Read 4 tweets
Jul 29
Russia is showing signs of being at "end run production."

It has run out of serious motor transport & even the smallest scale we are seeing kludged together trailers to make ends meet.

Note also: Water bottles & potatoes are the high priority transport items⬇️

End run🧵
1/
While we are getting Western intelligence assessments that continue to point out Russia's vast increases in production of military materiel, especially tanks, IFVs and APCs (from the same people who claimed Russia would over run Ukraine in 3-to-5 days)

2/
...claiming Russia is "obviously winning."

We are at the same time seeing economic signs of Russian "End Run Production."

The Russian wartime economy is functioning hand to mouth with oil sales revenues because all of the foreign exchange reserves are spent or frozen.

3/
Read 11 tweets
Jul 27
Given what happened to DoD procurement after the 2nd Clinton Adm. annihilation of military specifications, which killed the configuration mgt, systems engineering & production engineering disciplines in defense contractors.

I shudder to see what DOGE's AI will do.

Mil-spec🧵
1/
I've written about this issue for seven years starting on the Chicagoboyz weblog with a post titled:

"The 737 MAX and the Death of MIL-STD-499A SYSTEM ENGINEERING MANAGEMENT
March 24th, 2019"

2/
In 2020 I was talking how the decay of systems engineering skills are affecting US Navy nuclear sub safe programs due to the lack of good systems engineering talent in Defense contractors.

3/
Read 14 tweets
Jul 24
So, the Thai Army is now ahead of the US Army in using heavy multi-copter drones?

This underscores the vulnerability of the West to drones due to its bureaucratically bloated and infinitely slow military procurement systems.

1/
The snail like pace of Western military procurement versus the Ukrainian fielding of an all-aspect stealth shaped OWA drone in less than a couple of years is very noticeable.

2/
Read 4 tweets
Jul 22
On the morning of 20 July 2025, a AFGSC airman at Minot AFB took his M18, still inside it's issued holster; and placed it on a desk.

It then went off, struck him in chest, and killed him

AFGSC issued a halt order on 21 July 2025 for use of M17/18 Modular Handgun System.

1/ Image
As an ex-DoD procurement official, that letter is a procurement killing hammer.

This is going to hit SIG Sauer like a moderate sized asteroid in terms of DCMA corrective actions requests or "CAR."

2/ Image
This AFGSC halt use order letter will be grounds for a level three corrective action request (CAR).

A DCMA level III CAR is defined as follows:

"A Level III Corrective Action Request (CAR) issued by the Defense Contract Management Agency (DCMA) is a serious action taken when there are significant contractual nonconformities.

It is directed to the supplier's top management and is just one step below the possibility of contract suspension or termination.

This type of CAR serves as a management tool to address critical issues that need immediate attention."

3/Image
Read 11 tweets

Did Thread Reader help you today?

Support us! We are indie developers!


This site is made by just two indie developers on a laptop doing marketing, support and development! Read more about the story.

Become a Premium Member ($3/month or $30/year) and get exclusive features!

Become Premium

Don't want to be a Premium member but still want to support us?

Make a small donation by buying us coffee ($5) or help with server cost ($10)

Donate via Paypal

Or Donate anonymously using crypto!

Ethereum

0xfe58350B80634f60Fa6Dc149a72b4DFbc17D341E copy

Bitcoin

3ATGMxNzCUFzxpMCHL5sWSt4DVtS8UqXpi copy

Thank you for your support!

Follow Us!

:(