NewRulesGeopolitics Profile picture
Sep 15 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

Sep 17
🚨🇨🇳🤖China's AI Race Playbook: Why the West Is Set to Eat Dust Behind Beijing

The West focuses on semiconductor export controls as a primary tool to slow China's AI advancement, but it misunderstands the fundamental redesign of China's innovation ecosystem.

Here's why🧵 Image
China's model can be understood as a "Triple Helix 2.0"

A deliberate, state-orchestrated fusion of government, industry, and academia designed for systemic resilience and directed technological breakthrough.

This is a structural advantage, not just a policy. Image
The 2017 AI Development Plan is more than a blueprint

This is a market signal and a coordination mechanism. By setting explicit national goals for 2030, it de-risks private sector investment and aligns Research and Development across entities, reducing the inefficiencies of fragmented competition.Image
Read 11 tweets
Sep 16
🚨🏦🪖The NATO Military Bank: The Globalists' War Fund is Here

The globalists are building their final piece of financial infrastructure for perpetual war. Forget the World Bank. Forget the IMF. Meet the "NATO Bank", the Defense, Security and Resilience Bank.

Here's how it works🧵Image
Core Function 1 - Sovereign Lending:

This mechanism will not alleviate debt but enshrine it. It creates a perpetual debt trap for smaller NATO states, locking their national security into loan repayments to a financial entity they do not control, eroding fiscal sovereignty. Image
Core Function 2 - Risk Mitigation:

Socializing the risk for private arms manufacturers is a disastrous moral hazard.

It guarantees profits for the Military-Industrial Complex (MIC) regardless of performance, using public funds to underwrite private gain, eliminating any market incentive for efficiency or cost-control.Image
Read 10 tweets
Sep 12
🚨🇷🇺🇪🇺How Can Russia Wreak Havoc Around Europe With Zero Consequences?

Russian drones have breached Polish airspace in a large-scale surveillance operation. But what if Russia expands such operations across Europe?

Here's why NATO and Europe wouldn't stand a chance👇🏻🧵 Image
The Target: Europe's Economic Arteries.

🔸The goal isn't just to fly over fields. It's to force the shutdown of critical infrastructure. Major air hubs like Warsaw, Berlin, or Frankfurt are incredibly vulnerable.

🔸A single drone sighting can halt all flights, causing massive economic disruption.Image
The Method: Cheap, Scalable Provocation.

Russia doesn't need expensive missiles. Mass-produced drones like the Geran-2 (cost: ~$10k) are the perfect tool. They are low-altitude, slow, and hard to detect, but their real power is in creating a disproportionate crisis. Image
Read 10 tweets
Sep 11
🚨🇨🇳How China Wins the Economic Long Game

In an era of increasing economic warfare, China has developed a sophisticated and effective system to deter economic coercion from third parties. This is about resilience and strategic positioning.

Look at the playbook🧵 Image
China's strategy isn't one-dimensional. It's a multi-layered shield combining three powerful approaches:

🔸Denial: Making attacks futile.

🔸Entanglement: Making attacks too costly.

🔸Punishment: Promising a firm response.

Credibility is the foundation of all three. Image
1️⃣ Deterrence by Denial: Building Resilience.

China focuses on minimizing vulnerabilities. This involves securing critical supply chains, advancing self-reliance in key technologies (like semiconductors), and diversifying production geographically into its hinterland. Image
Read 12 tweets
Sep 10
🚨🇺🇸 The Hidden Reason Behind Trump's Foreign Policy

The US used to start wars over oil. Now, under Trump, it's starting wars and reshaping alliances over Rare Earth Elements (REEs). This is the hidden driver of global policy.

A thread🧵 Image
Minerals are the new gold.

REEs are not just rocks; they are the bedrock of modern tech & military power. They are essential for:

🔸F-35 jets (400+ kg per plane)

🔸Missile guidance systems

🔸Drones, satellites, night vision

🔸EVs, smartphones, AI, wind turbines Image
The US is critically vulnerable.

China controls this market, creating an "unacceptable vulnerability" for the US:

🔸85-90% of global REE processing

🔸90% of rare earth magnet production

🔸The US is 100% import-dependent for 16 critical minerals Image
Read 12 tweets
Sep 9
🚨💵📉The Great Monetary Shift: Gold's Resurgence & The Dollar's Decline

The latest IMF data reveals a stunning trend: Central Banks are dethroning the US Dollar and embracing Gold at a pace not seen in 30 years.

Here’s what you need to know🧵 Image
BY THE NUMBERS:

🔸Gold's Share of Reserves: +300 bps to 24% (a 30-YEAR HIGH)

🔸USD's Share: -200 bps to 42% (lowest since 1995)

🔸Euro: Stagnant at ~15%, now permanently behind gold.

This is a structural shift, not a cyclical blip. Image
CENTRAL BANKS ARE ALL IN:

A new survey shows record conviction:

🔸76% expect gold's share to be HIGHER in 5 years.

🔸A record 95% believe global gold reserves will INCREASE in the next year.

🔸43% plan to boost their OWN gold holdings (a new high). Image
Read 9 tweets

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