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Aug 16 20 tweets 4 min read Read on X
‼️ 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
2. Russia’s Defensive response to Ukraine’s invasion will impact Railways in a variety of ways

2.1 The Russia’s efforts to rapidly transport defensive assets & personnel will take up railway capacity and they may be shipped a significant distance
These shipments are supposed to take priority over nearly everything else (but this is Russia, rules aren’t always followed). This is similar to an ambulance getting priority on the road.

But this isn’t a road so there are some additional challenges.
First of all, the railway is overextended. That means that currently the demand for shipping capacity is much greater than Russian Railways is able to provide.
That means that not only do they have to figure out how to move everything else out of the way of the high priority load, they also have find a locomotive to move it.
That means that the locomotive that’s already in use has to either finish delivering the load its currently moving OR find somewhere to stash it THEN it can go deal with the priority load.
It’s like doing one of these puzzles. 😂

Except, from reports it doesn’t sound like their computer software is able to provide as much support as expected to help sort this problem out, so…even harder!
So you can imagine how much the NORMAL freight movement will suffer as a result of Russian Railways trying to figure things out

But also all the (now) normal chaos is still occurring. Like derailments, partisan attacks, traffic jams in the Far East, etc.
2.2 Russia has or likely will make efforts to deny Ukraine access to further railway infrastructure.

It does not matter whether Ukraine actually would or would not use the railway infrastructure in Russia for the further movement of troops deeper into Russia.
The possibility exists that they *could* do it using captured Russian Railways equipment. They can just load up in the Russian territory they currently hold.

Russia will not want this option to be available to them, forcing them to act.
Think of it like Russia painting those planes on tarmacs thinking it will fool our satellites…probably because it fools THEIR satellites.

Russia relies heavily on the Railroad for military use. They’ll be think about.

Note: In many cases there ARE NO ALTERNATIVES TO RAIL in 🇷🇺
Russian efforts to deny and block the railway from Ukrainian forces will expand the amount railway infrastructure that is denied to Russian commerce.

There will be the area Ukraine holds PLUS the area Russia dedicates to block Ukraine
And Russian railways has to help with any Russian fortifications required and has to figure out how rework all their logistics and other critical obligations without these assets.

Food and gas still needs to be delivered.
3. There may be civilian impacts

3.1 Mass migration does cause challenges. Russian railways has had to make way for extra passenger trains to deal with evacuating civilians.

Some of these people aren’t going to be showing up to work, and that may have surprise repercussions
3.2 Psyops OR just normal reactions to events may add extra chaos.

For example;

Railway personnel don’t show up for work

A bank run

Fears of a contagious disease

Russians switch sides
4. Russian Railways Can’t “catch up”

All of the shipments and commerce that is foregone as a result of the Ukraine’s Special Kursk Operation will be an overall loss to the Russian economy.

This will result in less commerce and less revenue.
While some may believe that it will be insignificant overall there WILL BE an impact.

Note: I would argue that it’s too soon to determine just how big of an impact this will have to Russian Railways TOTAL loading. I’m curious to see August’s loading results.
Railway loading capacity was already shrinking BEFORE Kursk .

Remember, there doesn’t need to be a silver bullet, death by a thousand cuts works too. Eventually they add up. This counts

Overextending a largest country on earth is a valid offensive strategy

~ The End ~

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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 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
Image
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
Aug 14
‼️ “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…
Image
“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
Read 18 tweets

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