Tymofiy Mylovanov Profile picture
Apr 25 4 tweets 2 min read Read on X
Stubb: If Russia fired missiles at 12 European countries, we’d call it world war.

Europe’s position is clear: keep the Strait of Hormuz open and defend freedom of navigation. Once there’s a ceasefire or deal, Europe can help monitor and secure it with allies. 1/
Stubb: Any Iran deal has four pillars: uranium enrichment, ending proxy groups like Hezbollah and the Houthis, limiting missiles, and securing the Strait of Hormuz.

Iran now sees Hormuz as leverage — a kind of economic nuclear weapon controlling 20% of global oil exports. 2/
Stubb: Russia-Ukraine talks are stuck for two reasons: US focus on Iran and Russia’s unwillingness to make peace.

Three scenarios remain — war continues, peace, or one side weakens. The most likely is continued war, with Ukraine in a much stronger position than a year ago. 3X
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More from @Mylovanov

Apr 27
Stubb: Russia gained under 1% of Ukrainian territory in 2025 at a cost of 400,000 killed or wounded.

At this pace, taking Donetsk could cost another 800,000. Militarily, this is failure. Putin’s goal remains all of Ukraine; only a threat to his regime may change that.

1/
Stubb: Putin’s war has been a strategic failure. He wanted to take Ukraine, but pushed it deeper into Europe and NATO.

He wanted to stop NATO expansion, but got Finland and Sweden instead. He wanted global power — yet Russia’s influence is fading from Syria to Iran.

2/
Stubb: Air defense is changing fast as Ukraine reshapes warfare with drones and missiles. We need to diversify more.

And we’re reaching a point where Europe, the US, and Gulf states may need Ukraine’s military know-how more than Ukraine needs them.

3/
Read 5 tweets
Apr 26
Kasparov: Wars end when the cause that produced them is removed. In Ukraine, that cause is Putin’s regime and the imperial policy of Putin’s Russia.

As long as that regime survives, the war will not end. That is the whole answer. 1/
Kasparov: Trump is about Trump, and about money for Trump and his entourage. No real peace talks are possible there.

Witkoff and Kushner are not diplomats. Ukraine was right to refuse territorial concessions, because those concessions could have been catastrophic. 2/
Kasparov: European politicians already understand that the threat now reaches even NATO countries

EU is preparing for war, but still fears saying it aloud. Only the military defeat and collapse of Putin’s regime give a chance for peace in Europe and a settlement in Ukraine 3X
Read 5 tweets
Apr 26
Kasparov: “Russian Taiwan” is a metaphor, but the split is already real.

Hundreds of thousands of Russians have broken with Putin’s Russia, including legally, yet got no new status. Their documents expire every day. Europe needs one cardinal solution: recognize that we exist. 1/
Kasparov: “Russian Taiwan” is not about moving everyone to some island. Territory is secondary

The point is legal recognition for people who cut ties with Putin’s Russia and are stuck in limbo, instead of begging country by country for visas, exemptions, and documents. 2/
Kasparov: If Europe gives us legal status, we must offer something in return.

Nothing in Russia will change while Putin stays in power, and Putin stays in power while Russia can keep waging war. Only Ukraine’s victory gives us that historic chance, so we must help Ukraine win 3X
Read 4 tweets
Apr 26
Ukrainian robots charged a Russian position through a valley — little green wagons, each carrying 66 pounds of explosives. One blew itself up.

A sheet of cardboard appeared above the trench: "We want to surrender." — NYT.

1/ Image
Last month Ukraine carried out 9,000+ frontline missions using armed ground robots. In November 2025 — 2,900. A year ago they were rare and experimental.

Each robot typically lasts 24 hours before its battery dies or it is destroyed.

2/
In February, Russian soldiers occupied a school in Kupiansl. Ukraine sent ground robots. One carried thermobaric rockets.

Others carried 500+ pounds of explosives. The building collapsed with at least nine Russian soldiers inside.

3/
Read 6 tweets
Apr 26
Trump follows only the attack half of Machiavelli. He knows how to strike first, but not how to survive the counterstrike.

Iran shows it: he launched the war fast, but eight weeks later he faces higher oil prices, a shaky truce, and falling polls. — Jason Willick for WP.

1/ Image
Machiavelli praised bold moves when timing matters.

Trump followed that rule in June, betting a short war with Iran would show strength, break Tehran, and boost him at home. 2/
Instead, the war dragged on. Trump said it would last 4–6 weeks.

Eight weeks later, fighting froze into a fragile ceasefire. Iran’s rulers still hold power. Missile and drone stockpiles still remain. 3/
Read 9 tweets
Apr 26
In the Iran war, the US was burning $1M interceptor missiles to kill $50,000 drones.

That math is killing Lockheed, RTX, and Northrop — and handing the Pentagon to Palantir, SpaceX, and Anduril. — The Economist. 1/ Image
Three "neo-primes" are leading the shift. Palantir runs AI intelligence, SpaceX operates the Starshield satellite network, and Anduril builds drones and counter-drone weapons.

Together they are worth more than three times Lockheed Martin, RTX, and Northrop Grumman combined. 2/
Palantir's Maven AI command-and-control system became a Pentagon "programme of record" in March — locking in funding for years.

The Army also consolidated multiple Anduril contracts into a single deal worth up to $20B over 10 years. 3/
Read 10 tweets

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