Trent Telenko Profile picture
Aug 9, 2024 15 tweets 7 min read Read on X
The Russian Army railway logistics are now in worse shape than when Wagner's revolt over ran Rostov on Don's railway marshaling yard.

Per @Schizointel

>>Ukraine now has physical access and control over the
>>Lgov-Belgorod line
>>Lgov-Vorozbha line

Summer 1940 redux🧵
1/
The two key railway marshalling yards for the Russian Army in occupied Ukraine are in Belgorod and Rostov on Don.

And Belgorod railway marshalling yard just got cut off from the north.

Rerouting train traffic like this hasn't happened in Russia since 1941.

2/
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This Reddit map of AFU advances indicates the Kursk Nuclear Power Plant (NPP), upper right, may soon be isolated from the Russian power grid to points south.

Given the Rostov on Don NPP lost one of two reactors to a maintenance casualty.

3/
reddit.com/r/UkraineWarVi…
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The stability of the Russian power grid is going to be affected with that much baseline nuclear power going off line.

Given 70% of Russian railway engines are electrically powered. This is a huge honking deal...

...a loss of RuAF strategic mobility kind of deal.

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And the situation is it is getting worse as Russian civilians are bugging out en mass as refugees from Kursk Oblast.

RuAF doesn't have many fuel tanker trucks because the Russian Army always projects power from railheads.

5/
This is why there was the 40 mile convoy to Kyiv that ran out of fuel in Feb 2022.

Like Texas evacuating Houston in 2005 with Hurricane Rita, Russian civilians are creating a fuel desert where the RuAF needs to go.

6/
npr.org/sections/thetw…
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Given the number of confirmed AFU brigades involved in the Kursk operation, and the complete lack of a Russian strategic ground forces reserve anywhere.

It is looking far more like @secretsqrl123 idea strategic envelopment of Belgorod than mine of a strategic raid.

7/
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The much reported AFU woes in the Donbas were the result of mostly 2nd line units being put into the front lines behind a "Ghost Army" strategic deception while the elite units were being quietly prepared for the Kursk/Belgorod axis envelopment.

8/ en.wikipedia.org/wiki/Ghost_Army
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A Ukrainian drone swarm of OWA Drone/propeller cruise missiles have destroyed the VKS munitions stocks at Lipetsk airfield.

This takes the VKS off the table as a strong operational reserve on the Kursk/Belgorod axis.



9/



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Meanwhile, AFU ground forces are making amphibious raid demonstrations at the Kinburn Spit to try and freeze RuAF ground units in Kherson from redeployment.

10/

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RuAF desperation on the Kursk/Belgorod axis is such they are sending the following:

- MT-LB w/a 9K55 Grad-1 multiple rocket launcher
- MT-LB w/a twin 2M-3 25 mm naval gun,
- MT-LB w/a ZU-23-2 gun, & an
- MT-LB w/a MT-12 Rapira 100 mm AT-gun.
11/
mil.in.ua/en/news/mt-lb-…

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This MT-LB "Franken-Grad" just screams of a deep attrition of RuAF trucks available to mount 122mm rocket launchers on them.

An AFU thrust into Belgorod would allow it a pivot to the East to envelop the RuAF incursion into Kharkiv.

12/
The Kursk incursion forces the RuAF to spread their inadequate local reserves and covers the Western flank of an AFU thrust into Belgorod.

Pocketing 100K RuAF troops at Belgorod, with 14 brigades behind RuAF's strategic northern right flank, with no strategic reserve
13/
...looks like N. France in the summer of 1940.

I'm not saying Belgorod will be successfully enveloped by AFU, or that Russia will fall 6 weeks afterwards if it is.

I will say General Guderian is smiling.

14/14 End Image
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More from @TrentTelenko

Mar 27
How the mighty RAND has fallen.

Anyone claiming Iran will survive long term without explaining how Iran recovers from currency hyperinflation IN THE MIDDLE OF A WAR marks themselves as incompetent yo-yo's.

1/3

bylinesupplement.com/p/why-the-iran…
Hand waving, "They will use ForEx from oil and barter instead of the rial" is ignoring what happened during January 2026.

I dare anyone to do a word search at that link for the text strings "hyperinflation," "Rial" or "foreign exchange."

None are present.

2/
The Iran questions at hand are as follows:
1. Will the Regime fall via a controlled air campaign driven collapse, or
2. After a protracted Syria style civil war with 6 or 7 figure #'s murdered by IRGC thugs, &
3. Will Iran destroy the Gulf's power & H2O supply while dying?

3/3
Read 4 tweets
Mar 26
The Mullah Regime of Iran is in very deep trouble. Any critical thinker can see that.

What I find remarkable is how many people who should know better are so blinded by their hostility to Netanyahu and Trump that they ignore the military context and the domestic context inside Iran.

1/Image
The outcome of this war was decided before it began. The January 2026 uprisings occurred because the Iranian currency had collapsed and the economy was collapsing.

This was due to a massive increase in American economic warfare starting right at the beginning of the second Trump administration. Inflation was over 100% a year in January 2026.
2/
The war has made this much worse. Hyper-inflation has now set in and that has only one ending. IMO Iran’s economy and mullah regime will totally collapse in 4-5 months, even if the war ends immediately.

Even if oil exports last until then, hyperinflation means the oil industry workers will go out on strike and the regime protection forces must seek other jobs to feed their families. The latter has already started to happen.
3/Image
Read 15 tweets
Mar 21
Nothing says hyperinflation like a ten million currency unit banknote.

The US and Western nations need to be three weeks into planning for relief and stability operations to prevent mass starvation in Iran after the Mullah Regime goes down.

After the Mullah's🧵
1/
The horrid impending humanitarian disaster reality for Iran is the current regime is a dead man walking because of hyperinflation.

Iran lacks the administrative ability to replace the current hyperinflated currency in the traditional manner...

2/
...of a three day closing of the banks and handing out new note for old.

In addition, the close down of the internet for security reasons combined with the striking of Iranian bank data centers means there are no operable credit or debit cards.

3/
Read 12 tweets
Mar 17
The US-Israeli air campaign against Iran is following Warden's "Five Rings" system strategy.

Mullahs & IRGC leaders are inthe dead center of the 5-rings.

The Basij are usually considered "fielded forces" by analysts who don't understand the role of Regime Security Forces in a totalitarian regime.

1/Image
Regime Security Forces live in the "System Essentials" ring of a totalitarian government as they control the communications and information in a totalitarian society as a part of their anti-coup mission.

2/ Image
The fact that any major leadership[ meeting of the IRGC or Basij is catching several smart bombs addresses both of the "inner rings."

3/
Read 8 tweets
Mar 17
People really don't understand how shutting down the internet has flatlined the Iranian economy.

There are no credit card transactions
No electronic bank transfers
No ATM transactions

1/
All the usual electronic traffic between residential & supermarket banks branches to main branches has to be done by paper, if it is done at all.

You cannot do "Just-in-time" inventory management without the internet.

2/ Image
The Mullah shutdown of the internet as a security measure means the "Velocity of Money" in the Iranian economy has tubed.

This will bring on more of the economic hyper-inflation-food insecurity issues in Iran that set off the Jan 2026 insurrection.

"Dead Regime Walking."
3/3 Image
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Read 4 tweets
Mar 15
If Israeli Medium Altitude Long Endurance (MALE) drones are killing Shaheed-136 launch crews.

They are not killing Basij regime security force checkpoints.

The US-Israeli air forces will need to inflict at _least_ 200K casualties to Iranian regime security forces...
1/3
...for a successful civilian insurrection to have a good chance of success.

Even if there are ~200 checkpoint drone strikes per day inflicting 5 casualties each. That is only 1,000 a day, AKA 200 days.

2/3 Image
BLUF:

US-Israeli airpower has to increase the Regime Security Force casualty rates to ~6,700 a day to end the air campaign in another 30 days.

B-52 & B-1's playing 'loitering bomb trucks' can do that, with less restrictive rules of engagement resulting in collateral damage
3/3 Image
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Read 4 tweets

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