1/ Russia may be preparing to announce a mass mobilisation, a bad peace deal with the US, or confiscate people's savings to fund the war effort, according to Russian warbloggers. They suspect that the government wants to ban Telegram to block public dissent over such moves. ⬇️
2/ Russian officials have hinted strongly that Telegram, which is currently being slowed down and partly blocked by the government, faces a total ban by 1 April 2026. 'Alex Parker Returns' writes (in a since-deleted post) that the government faces a dilemma:
3/ "Either capitulate in accordance with the renewed spirit of Anchorage—freezing the line of contact, surrendering the Zaporizhzhia Nuclear Power Plant, and other whimsical proposals that our esteemed partners will come up with along the way, …
4/ …because it's best to kill the weak, and appetite, as they say, comes with eating. Or remobilise to complete the liberation of Donbas by force.
5/ "The front has long since collapsed, the assault groups are exhausted, and what's more, a negative offensive has even begun at the junction of the Zaporizhzhia and Dnipropetrovsk regions. In either scenario, Telegram is a pain in the ass.
6/ "Because the hysterics will be all over the place. So, without thinking twice, the old-timers decided to block everything completely. Live with it now."
7/ Anastasia Kashevarova is thinking along similar lines:
"What will happen in April if Telegram is blocked on April 1st?
What's going on there—sowing season, the draft? Maybe something else very important that will affect everyone?"
8/ "Indicators have been circulating for a long time about spring and an important event for the front.
And here's the question: Telegram is certainly not blocked due to compliance with the law, and VK doesn't block all kinds of extremists either.
9/ "Telegram is being targeted for its informational power. This power is beyond the control of the state, and there are likely to be fateful decisions and global changes ahead.
To prevent Telegram from destabilising an already complex situation, it is easier to shut it down."
10/ 'Two Majors' relays the view of the troops:
"We want to convey to the senior people reading this, the work against Telegram is perceived by volunteers and frontline soldiers as preparation for a deal [with the United States]."
11/ "It's quiet, unspoken, under trumped-up pretexts and within the framework of general agreements to reduce the capabilities of the Russian Army in exchange for reducing Ukraine's military potential.
12/ "So, it's not even a group of our elites that is collecting negativity, but rather, it's generally perceived as [preparation for] a deal with the West.
13/ "The situation at the front is dire. Telegram has always been a release valve for negativity, becoming an organizing link in horizontal connections, an ecosystem.
This whole thing is incredibly inopportune."
14/ 'Archangel Spetsnaz' warns that abandoning Telegram will devastate Russia's soft power internationally:
"There's no country in the world where the Telegram community is as developed as in Russia."
15/ "We were the first to turn this platform into a weapon of information warfare and propaganda. And now we're simply ready to dump it?
Telegram has become a viable means of communication for our servicemen on the battlefield thanks to its speed and convenience.
16/ "No 'Azart' [military radio] app can provide the speed of decision-making that Telegram offers.
Telegram has also become a means of combating the enemy in the information space, where they constantly inject false and misleading information.
17/ "And now they want to remove it, and the question arises: is it even necessary? And why deprive our citizens and servicemen of communication during active combat?
18/ "There's no communication as it is, everything is jammed, all the [online forums] have stopped, everything has stopped...
And meanwhile, the Ukrainians are clapping their hands."
19/ 'When the cannons started singing' heaps scorn on the "elders" responsible for the restrictions on Telegram, pointing out their negative consequences. He asks:
"What kind of idiot would want to completely block Telegram?"
20/ "The logic is astounding: we'll pour billions of rubles into developing our Telegram channels, create our own domestic messenger, which we'll force on the population, releasing it in an extremely crude version with astonishingly crappy and boring functionality,…
21/ …and then ban Telegram, which supposedly connects with the entire world. And into which we've poured megatons of money.
Those old-timers with their heads still full of the 80s are completely nuts; they should get an IV or see a specialist.
22/ "Throwing money around like this and breaking your own leg in the age of information competition—that's something to be learned. Someone explain to them that the age of newspapers is over and there's no need to print out A4 paper and read those fledgling internets these days.
23/ "They're so fucking slow, it's terrifying. Not a single Ukrainian soldier of the Armed Forces of Ukraine has harmed the Russian Federation as much as the elders are doing now."
Maxim Kalashnikov is extremely gloomy about what a Telegram ban portends:
24/ "Why is our elite jamming Telegram? They know full well that this will disrupt communications at the front, especially in combination with the shutdown of Starlink. This means they consider this the lesser evil compared to what could happen next.
25/ "It is obvious to me that some extremely unpopular "difficult decisions" are being prepared that could cause mass protests. To prevent them, we need to cut off the possibility of coordination and horizontal communications via the Internet and instant messengers.
26/ "Even if the troops suffer.
What "difficult decisions" are possible? There are not many.
- A new wave of reservist conscription in the hopes of "crushing" Ukraine with masses.
27/ "- Converting the population's bank deposits into a state war loan.
- Signing an armistice with Ukraine on terms far removed from 9 May 1945.
All this is happening against the backdrop of a deepening systemic crisis, inflation, and impoverishment.
28/ "I believe the Banderites in Kyiv are counting on Russia's implosion from within (as in 1905 and 1917), prolonging the war and not relinquishing the remainder of the Donetsk region. They're digging their heels in over the Zaporizhzhia Nuclear Power Plant (ZNPP).
29/ "Instead of wiping out Ukraine's elite with an airborne operation (drones, missiles, and aircraft), our leadership is attempting to adopt the methods of World War I. This is extremely dangerous.
30/ "Because if the economy collapses, cutting off the Telegram channel and all communications won't help. Both the "elite" and the security forces will begin to disintegrate. Zelensky's gang is clearly counting on this."
31/ 'Veterans' Notes' is resigned; complaining is futile because the government will do whatever it wants:
32/ "You can dislike and negatively comment as much as you want, but Telegram will be blocked soon. There are major events planned for September, so that's what it will be." /end
1/ The world is very rapidly running out of refined fuel due to the Strait of Hormuz blockade, according to a new Goldman Sachs report, with only 45 days' worth of stockpiles of jet fuel, naphtha, and LPG remaining. Rationing, surcharges, and mass cancellations are forecast. ⬇️
2/ A research note authored by Goldman Sachs strategists Yulia Zhestkova Grigsby and Daan Struyven has examined the impact of Middle East disruptions on refined product markets, finding that jet fuel and diesel are being hit far harder than crude oil.
3/ The analysts estimate that about 101 days' worth of usable global oil stocks remain in stockpiles. (While more oil than that is stockpiled, it can't all be used, as the JP Morgan report summarised below explains.)
1/ Russia's (allegedly) most incompetent general says he plans to stand for election in Tatarstan as a candidate for Vladimir Putin's United Russia party. Russian warbloggers are unimpressed at Colonel General Alexander Lapin's continued failure upward. ⬇️
2/ Lapin has repeatedly been dismissed from his positions since the start of the Ukraine war, and has attracted a great deal of criticism – likely justified – for his failures in command. Now retired, this unpopularity has not stopped him from declaring his candidacy:
3/ "At this stage in my life, I have a great desire to serve my multinational people, to defend the interests of my small homeland, to help people, to fight for truth, to fight for justice, to defend the interests of our republic and, as a whole, our great Motherland – Russia."
1/ Oil prices will rise to at least $140 per barrel by June if the Strait of Hormuz is not reopened by July, and will not return to pre-Iran War levels before 2028 even in a best-case scenario, predicts Goldman Sachs. It warns of price surges and major economic impacts. ⬇️
2/ A new report from Goldman Sachs predicts that 14.5 million barrels per day of production have been lost in April 2026. Global stockpiles are being drained at a record 11-12 mb/d which, as JP Morgan has noted, risks a cliff-edge drop in oil supplies.
3/ The longer the blockade continues, the worse the damage becomes. Goldman predicts that in all but the best-case scenario, there will be permanent reductions ("scarring") in Gulf oil production of between 0.5 mb/d and 2.5 mb/d.
1/ This is what $200 per barrel of oil would mean for US gas prices, which currently average $4.30 per gallon. It could go much higher. As one analyst says, once oil stockpiles are functionally exhausted by the end of May, "price increases become exponential rather than linear."
2/ The exponential point is reached at $250 per barrel, which is well within the range of realistic possibilities predicted by many analysts. Linearity breaks down because of:
3/ ♦️ Refinery margin blowouts — refineries pass through higher feedstock costs at elevated rates under stress
♦️ Speculation and panic premiums — markets take fright and price in fear, not just fundamentals
1/ The world faces a catastrophic cliff-edge shortage of oil due to the Strait of Hormuz blockade in the next four weeks, analysts warn. This will cause a deep recession, fuel rationing, the shutdown of entire industries, and oil prices potentially as high as $370 per barrel. ⬇️
2/ A month ago, JP Morgan published a report highlighting that the last oil shipments from the Persian Gulf countries would be delivered by 20th April. That date has come and gone, and oil shipments via the Strait of Hormuz have not resumed.
3/ Limited amounts of Gulf oil have continued to be pumped via pipelines to ports on the Red Sea and Arabian Sea. However, instead of producing enough oil supply to meet global demand, the world has been relying on emergency stockpiles.
1/ Russia faces being surrounded by Europe's mightiest power - the United Kingdom. In a commentary that highlights Russian nationalists' peculiar obsession with Britain, a warblogger predicts doom unless a military alliance is formed with China, North Korea, and Iran. ⬇️
2/ 'Tungsten' writes:
""Azerbaijan, right next door, is beginning joint production with Ukraine of anti-drone systems, FPV drones, and naval unmanned aerial vehicles.
Britain's southern thrust is on our North Caucasus through Armenia."
3/ "Norway, Denmark, and Sweden, together with Ukraine, will begin producing air defence systems and equipment for combat operations in the Arctic and North Atlantic, along the border with Russia, starting in June of this year.