NewRulesGeopolitics Profile picture
Sep 15, 2025 10 tweets 4 min read Read on X
🚨🇷🇺 Russia's drone swarms have arrived. And they change everything

It's not just about quantity. It's a new form of warfare. Russia's drone empire doesn't operate as individual units but as a single, terrifying organism.

Here's how it works and why it's a game changer 🧵 Image
The Data Point:

The evolution from 43 drones in a single strike to over 800 in one night is not merely quantitative. It represents a fundamental shift in military capacity, enabling new tactics centered on saturation and attrition of enemy defenses. Image
Core Objective:

The primary military utility of these one-way attack drones (OWA-UAVs) is not precision but mass.

They are used to overwhelm sophisticated, expensive Western air defense systems (like Patriots or IRIS-T) through sheer volume, creating cost-exchange ratios highly favorable to Russia.Image
Tactical Innovation: Russia has moved beyond simple numbers. Tactics now integrate:

🔸Swarms & Waves: To complicate defensive sequencing.

🔸Advanced Decoys: Inexpensive plywood/foam drones that are radar-indistinguishable, forcing defenders to engage false targets.

🔸Complex Routing: Avoiding predictable paths to bypass field-based defenses.Image
Strategic Extension Beyond Ukraine:

Regardless of whether Russia was responsible for the recent incursions into Polish and Romanian airspace, Europe and NATO demonstrated their aerial vulnerability.

Russia has proven a key reality: The physics of drone swarms do not respect political borders. NATO's eastern flank is inherently exposed to spillover.Image
The European Airport Vulnerability:

The threat to European air infrastructure is not necessarily about physical destruction but systemic disruption.

Modern aviation is a fragile, high-velocity system intolerant of uncertainty. Image
The Precedent:

The 2018 Gatwick incident, where sightings of a drone (never confirmed to be hostile) triggered a 36-hour shutdown, proved that even the perception of a drone threat forces automatic safety closures.

The cost was £50M. The weapon is the risk of disruption. Image
Projected Economic Impact:

Let's use the Frankfurt Airport (FRA) as a model

🔸Daily Capacity: ~1,100 flights, ~170,000 passengers.

🔸EU261 Regulation: Mandates €600+ compensation per passenger for cancellations.

🔸Direct Cost Calculation: 24h closure = ~170,000 passengers x €600 = €102 million in compensation alone.

🔸Secondary Costs: Aircraft & crew displacement, cascading network delays, reputational damage, and increased insurance premiums.Image
The Asymmetric Advantage for Russia:

A limited drone incursion, even with decoys, near a major transport hub could:

🔸Paralyze a critical node of EU logistics.

🔸Inflict economic damage wildly disproportionate to the cost of the drone raid.

🔸Strain NATO's collective response mechanisms in a grey-zone scenario.Image
Conclusion:

Russia's drone advancement is a strategic game-changer. It provides a tool for conventional battlefield dominance in Ukraine and a potent instrument for indirect coercion against Europe.

The ability to potentially hold economic infrastructure at risk with cheap, scalable technology alters the regional security calculus significantly.Image

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More from @NewRulesGeo

Oct 17, 2025
🚨🇮🇱Israel's Global Spy Network: Meet the Countries Helping Mossad

Let's dissect the myth of Israeli intelligence supremacy. The recent assassinations operations in Iran and Lebanon weren't solo triumphs but exposes a regime dependent on external backing.

Here's how🧵 Image
🇸🇦🇦🇪Saudi Arabia & UAE:

Provide critical financial channels, political cover, and share vital intelligence on Iranian proxy movements through joint command centers. Image
🇪🇬🇯🇴Egypt & Jordan:

Offer territorial access for surveillance and coordinate border security, creating a perimeter that directly benefits Israeli intelligence operations. Image
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🚨🇨🇳🇺🇸The Unwinnable Trade War? Why China's economic fortress is stronger than ever

The US just launched its most aggressive trade salvo yet with new tariffs. But this time, China isn't flinching, 2018 playbook is obsolete.

Here’s why the dynamics have shifted against the US🧵 Image
Factor 1: A Radically Different Global Macro Backdrop.

In 2018, China faced a perfect storm: aggressive Fed rate hikes and a domestic deleveraging campaign. This hurt global demand & Chinese exports.

Today? The mirror image. Central banks are easing, and major economies are deploying fiscal stimulus. Resilient Chinese exports now reflect resistant global consumption (especially in the US), not weak external demand. The tide is lifting all boats, China's included.Image
Factor 2: Structural Gains in Export Competitiveness.

This is the silent game-changer. Over the past 7 years, a prolonged domestic deflationary environment acted as a pressure cooker for Chinese manufacturers.

They've climbed the value chain, becoming more efficient and innovative. The result is a price-performance advantage that is extraordinarily difficult for competitors to replicate, even with subsidies. They are simply leaner and more competitive.Image
Read 8 tweets
Oct 15, 2025
🚨🇷🇺🇺🇦Russia's Energy War 2.0: A Strategic Shift from Shock to Siege

Russia's campaign against Ukrainian energy is no longer about spectacle. It has evolved into a methodical, multi-year strategy to weaponize winter & fracture society.

Here's how👇🧵 Image
Phase 1 (2022-23): The Blunt Instrument.

Objective: Demonstrate capability & test resilience.

🔸Mass, indiscriminate strikes on large generation assets.

🔸Result: Severe but manageable via emergency measures (rolling blackouts, load maneuvering). The system, while wounded, proved adaptable.
Phase 2 (2024): From Disruption to Degradation.

A strategic pivot triggered by Kiev's escalation (e.g., Kursk incursion). The goal shifted:

🔸Old: Temporary disruption.

🔸New: Create a permanent energy deficit.

🔸Outcome: Rolling blackouts became the grim norm, exhausting rapid recovery capacity.
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Oct 14, 2025
🚨🇺🇸🇮🇱🇵🇸Why Trump's Gaza Ceasefire is Doomed to Fail

The spectacle of world leaders gathering for a "peace plan" signing in Sharm El-Sheikh, is a significant political optic.

But the most telling detail was who wasn't in the room: neither Israel nor Hamas attended. 👇🧵 Image
This wasn't a peace signing. It was a "wedding without a bride or groom."

You can't forge an agreement between two warring parties when they refuse to even show up. This highlights a fundamental lack of buy-in from the primary actors in the conflict. Image
Why was Netanyahu absent?

A key reason: most attendees had recently recognized Palestinian statehood. Bibi, whose government explicitly rejects a Palestinian state, wanted no photos suggesting endorsement. This reveals an unbridgeable chasm between Israel's aims and the international consensus.Image
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Oct 10, 2025
🚨🇺🇦🇷🇺Ukraine Plunged Into Darkness: Massive Retaliatory Strikes Cripple Energy Network

Russia launches massive, coordinated attack on Ukrainian energy infrastructure. This is a response to recent Ukrainian drone attacks on Russian territory.

Here's a breakdown🧵 Image
📍Kiev: Capital in total darkness

🔸30+ explosions reported in the capital by Geran drones.

🔸2 thermal power plants hit.

🔸Left bank district without power & water.

🔸Metro & train services disrupted.

Strikes are reported to be ongoing.
📍Krivoy Rog:

About 30 explosions reported in the city. Widespread power outages are being experienced by residents.
Read 11 tweets
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As gold smashes through $4,000/oz, a specific group of nations is leading a historic shift away from traditional reserves like the dollar.

These are the 10 countries ramping up now🧵 Image
🇷🇺 Russia

Russia is the textbook example of a nation rushing to ramp up its gold reserves. It added a massive ~450 tonnes in just the first half of 2025, a 43.8% increase from H1 2024. This aggressive buying spree has brought its total reserves to 2,329.63 tonnes (as of Q2 2025), valued at over $217 billion.Image
🇺🇸 United States

The US is not actively buying new gold; its strategy is one of holding. It maintains the world's largest reserve at 8,134 tonnes (261.5 million ounces). While it isn't "rushing to ramp up," the surge in the gold price to $4,000/oz has pushed the market value of its existing reserves to a historic $1+ trillion.Image
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