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Aug 14 18 tweets 5 min read Read on X
‼️ “Russian Railways have faced a transport collapse in regions bordering Ukraine and Belarus following the Ukrainian Armed Forces' invasion” of Kursk”

It appears there is an indefinite suspension of traffic from Belarus to Russia

moscowtimes.ru/2024/08/14/ros…
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“Due to difficulties with train traffic, Russian Railways has stopped accepting trains from Belarus in the direction of the Kursk and Smolensk regions, the Belarusian Railway Workers' Community (BRC) reports” Image
“Russian Railways cited the overcrowding of stations with abandoned trains, as well as the lack of locomotives and drivers to remove them, as the reason for the decision.” Image
“According to sources, the collapse of traffic was the result of a large-scale transfer of troops to the Kursk region, including from remote regions, for which almost all available Moscow Railway locomotives were used.”

Locomotive shortage STRIKES AGAIN! Image
Here’s the link to the The Belarusian Railway Workers Community’s Post

belzhd.link/news/operativn…
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“some sources report that the concentration of armed forces is being carried out from virtually all regions, even from fairly remote ones or those with complicated logistics”

Might be a rumor, might be panic Image
“The tense situation with the availability of the required number of locomotives and locomotive crews on Russian Railways has been going on for quite a long time, and has been sensitive since 2023.” Image
“The reason is poor quality repairs, lack of spare parts, and people's lack of interest in low-paid work.“

BINGO

But they’re say the bigger issue right now (according to their sources) is Russian Railways trying to carry out military transport. Image
If Russian Railways doesn’t have any available locomotives, nothing is going to move period.

But interestingly, when they were pointing out the directions that moment was cancelled in, I’m not sure if all of it was blocked?
You can see 3 Russian regions border Belarus

Top - Pskov
Middle - Smolensk
Bottom - Bryansk

I think they’ve said Smolensk and Bryansk are blocked, but haven’t seen Pskov called out yet (maybe I missed it?)

Moot point without locomotives though.

¯\_(ツ)_/¯ Image
You may have heard me mention how Russian Railways is moving things practically in “manual mode”

And how the putting a fuel ban in place OR REMOVING IT causes chaos.

This is like that on steroids 🤣
So, if this reporting is correct and the problem is being caused Russian Railways providing traction of military support…it may actually last longer than you would expect it should as they try to untangle everything😂
If there is ANOTHER problem (which is also possible) in addition to this, well that just makes it more fun!

Remember, it appears that Russian Railways isn’t being truthful about what’s actually going on. IT COULD BE WORSE!
I’m going to add a 🚨 Speculation Note🚨

If Russia was concerned that Ukraine may be able to take control of the railways in those 🇷🇺 regions and begin using it to move Ukrainian troops and equipment forward quickly. How would they react?

What what would they do to stop it?
Would Russia begin putting obstacles like, abandoned railcars in the way thus denying or slowing the movement?

Remember, more than one thing can be true at the same time. 🙂
Note: They could drive the stuff into Kursk region, and THEN possibly use confiscated Russian Railway equipment there.

There railways between Ukraine wouldn’t need to be back in place for this to happen. It’s just a matter of how much 🇷🇺 Railway equipment 🇺🇦 has now.
It doesn’t appear that Ukraine has had any trouble getting the heavy equipment into Russia without the rail lines.

And even if Ukraine doesn’t plan to use that option, if Russia is worried about, they’ll want to deny Ukraine access to. Which forces them to act.
But again that’s all 🚨 Speculation 🚨

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More from @Prune602

Aug 16
‼️ Russia: Mass Power outage in Primorsky Krai

It did shut down the railways.

Here’s a thread about what *appears* to be the cause and what are the repercussions. Image
Here is nice summation of what is reported to have happened. I’m going to explain what it means

fontanka.ru/2024/08/16/739…
Image
We going to first be using this website which is the open infrastructure map (very handy) and hopefully it defaults to showing electrical infrastructure for you.

openinframap.org/#6.41/46.965/1…
Read 28 tweets
Aug 16
‼️ Broad overview of impacts to Russian Railways as a result of Ukraine’s Special Kursk Operation

This is just a very basic guideline of things to look for, expect, and think about, when considering new information you may receive.
Think of it as a primer for critical thinking. Because the impacts could go further than you expect. (And reversing a lot of these things takes time too)
1. Ukraine holding Russian Railway assets & infrastructure denies Russia access to those resources.

They may be captured and taken to Ukraine or they maybe destroyed (either by Ukraine OR Russia)

Either way, those assets are temporary or permanently denied to Russia
Read 20 tweets
Aug 15
‼️ Russian OFZ Federal Bond Update Thread

👉 for Q3 Auction Day 7 (14 August 2024)

The Ministry of Finance completed both auctions placing 2 Constant Coupon Bonds for the first time since 15 May 2024

They placed 45.3 Billion Rubles this time on OFZ Bonds PD-26246 & PD-26248


Image
Image
Image
I’ve got a lot of supplementary data this time, so stay for that

But first, the usual:

If you have no idea why we watching this, please read this long thread that explains the economic situation Russia is in
And this thread will explain all the bits for how the table was made.

I STILL can’t access the Ministry of Finance’s website. (so annoying)
Read 72 tweets
Aug 15
‼️ RUSSIA: “Products of inflation
Manufacturers have begun to massively raise purchase prices”

This is between food producers and retailers.

“Companies expect to increase the cost of their product range by 5-40%” in August-September 2024.

kommersant.ru/doc/6893033
Image
Prices are going up for all the reasons: “High inflation, expensive loans, growing costs of logistics, personnel, packaging and raw materials”

Also realize that many of these companies may have delayed earlier price increases due to government pressure. Image
That’s a lot of companies Image
Read 10 tweets
Aug 14
‼️ WARNING: This may not mean what you think it does

“The volume of Russia's domestic government debt fell in July for the first time in two years”

👉 But that may be a BAD thing, if they can’t cover the deficit

interfax.ru/russia/976453
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Russia is REALLY far behind on meeting its bond sales goals.

This is probably why its domestic debt has dropped FOR NOW.

They’ve got a really big bill coming due at the end of the year and they haven’t secured financing (a loan) to cover it because they don’t like the rate. Image
The last time this happened was ALSO when OFZ (🇷🇺 Federal Bonds) sales/placements were low. Image
Read 7 tweets
Aug 14
This will block the most frequently used route of goods that are shipped by rail from China to Europe.

It’s still not a huge amount of goods, but it is (until now) the fastest mass shipping method from China to Europe (so excluding air traffic)
There are other routes, but they are slower and more costly. MOST shipping still occurs via boat, but it takes awhile (especially with the Houthis)

Usually only more expensive goods travel by rail.
Alternative rail route (avoiding Russia) through Central Asia and the Caucuses is 30% more expensive last I heard.
Read 5 tweets

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