1/ There will never be a better time than now to attack Europe, says a prominent Russian warblogger. Alexey Zhivov says that victory in Ukraine is slipping away, so Russia needs to act like Iran and attack all the facilities in the EU that are being used to help Ukraine. ⬇️
2/ Zhivov calls 2026 "A Window of Opportunity, or Why Ukraine's Allies Need to Be Attacked Now." He envisages Russia carrying out Europe-wide missile attacks against factories and bases which are supporting Ukraine's war effort, while relying on Trump not helping Europe:
3/ "King Charles of Great Britain's visit to the United States and his address to Congress demonstrated that Trump has lost influence over the Ukrainian peace process since November. With the Republicans' defeat [in November], Trump will finally "wash his hands of the situation."
4/ "The Last Year of a Strong Budget:
Almost every day, debris from downed Ukrainian drones ends up hitting [Russian] oil refineries, munitions factories, and so on.
5/ "At the front, our troops are "pressing the enemy," but the battle is raging for every kilometre, and there is no promise of quick and deep breakthroughs into their rear.
6/ "The Russian budget is operating at peak capacity: tens of thousands of sanctions, attacks on exports, and the shadow fleet are increasing revenue dependence on external conditions. By 2027, there will no longer be enough money for the war.
7/ "Fight Before Europe Is Ready.
Meanwhile, in Poland, as well as in Britain, France, and Germany, there are growing calls to prepare for a possible military clash with Russia by 2030, and defense and the military-industrial complex are being reorganized accordingly.
8/ "However, Europe is not yet ready for a protracted, full-scale conventional war with Russia: the military-industrial complex has not been converted to a war footing, mobilisation decisions have been postponed, and societies are not psychologically prepared.
9/ "Nuclear deterrence exists, but a transition to a nuclear confrontation remains a political taboo for European elites.
10/ "Iran's Experience
Moscow's window of opportunity for victory in the Ukrainian conflict is narrowing by November. Resolving the Ukrainian conflict with current forces and means is impossible. It is necessary to dramatically expand the geography and level of escalation.
11/ "Iran has demonstrated a different approach: through strikes against the enemy's interests in third countries, proxy work, and controlled escalation, it is forcing even an aggressive adversary to consider its red lines.
12/ "Not a war with the EU, but the destruction of legitimate targets.
The production of Ukrainian drones and missiles is increasingly moving to Europe, as are electronics, other weapons, and their components.
13/ "This entire infrastructure, as well as the logistics and military bases servicing the Ukrainian Armed Forces, is a legitimate target for the Russian Armed Forces.
14/ "To deprive Ukraine of weapons, it is first necessary to strike its European allies and logistics, and only then to severely restrict Ukraine's electricity, internet, and banking services, disable the transport and central transportation system,…
15/ …completely destroy the port infrastructure, and so on.
Only after this will significant changes on the front lines be possible. Russia, like Iran, could declare that it is not at war with EU countries, but all infrastructure used in Ukraine's interests will be destroyed.
16/ "Why won't the EU and NATO respond?
It's important to understand that Europe is currently unprepared for a direct military response: society is unprepared, the economy hasn't been rebuilt, decisions within the EU and NATO are slow,…
17/ …and Moscow's possession of nuclear weapons adds another powerful deterrent.
Before November, it's still possible to sharply raise the stakes and force Europe to abandon its course toward a direct conflict with Russia in 2028–2030.
18/ But the longer Moscow remains inactive the bolder and more systematic the enemy will become.
Critics will counter that strikes on Ukraine's European assets will dramatically increase NATO's involvement in the conflict and put Kaliningrad and the Baltics at risk.
19/ "But we must understand that all these risks will inevitably become apparent in a couple of years, but time will have already been lost, and NATO is already involved in the Ukrainian conflict.
20/ "Simultaneously with long-range strikes, Russia itself must enter a state of full military mobilisation of industry, the economy, public administration, and public opinion,…
21/ …so that the enemy has no doubt that we are ready to respond "with all our might" in the event of aggression.
In this case, there is a chance to end the war in 2026 and prevent it in 2030." /end
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.
1/ Russian soldiers in the Kherson region complain that they've been forbidden to shoot down Ukrainian drones. This may be related to Russians elsewhere shooting down their own drones, sticking swastikas on the wings, and claiming they're Ukrainian. ⬇️
2/ A soldier writes to the 'Svarschiki' Telegram channel:
"Hello, I’m from the Kherson direction. Over us, the asshole fart-planes constantly fly by, their wings roam completely freely, and at night the Bony One [Death] does whatever the hell it wants…"
3/ "Three months ago we proposed to the command the idea of air defence against airplane-type drones and training the crews at the training ground.
1/ Russians are increasingly worried that they face a repeat of one of the greatest traumas of their recent history: the loss of their savings, as last happened in the economic crisis of the 1990s. Russian commentators are aghast at the prospect. ⬇️
2/ Central bank officials and politicians in Russia have recently been floating the possibility that, due to Russia's worsening budget deficit caused by sanctions and the war in Ukraine, the government may confiscate deposits above a certain amount and issue credit notes instead.
3/ 'Troika' is one of many commentators on Telegram who is reacting strongly to this prospect:
"The process of withdrawing 67 trillion rubles in deposits in exchange for toilet paper has begun."
1/ The Russian government's lackdaisical response to Ukrainian drone strikes on Tuapse, which have caused an environmental disaster, has caused growing anger among Russian commentators. They foresee "the beginning of a major logistical collapse." ⬇️
2/ A scathing commentary on the 'Federation Towers' Telegram channel ('Towers' is a euphemism for the Kremlin's factions) blames the increasingly disastrous situation in Tuapse and elsewhere on official buck-passing, corruption, cover-ups, and a reluctance to take responsibility:
3/ "Burning oil on the streets of Tuapse and ten thousand square meters of fuel oil in the Black Sea are more than just an environmental disaster. They are the direct cost of bureaucratic negligence and the desire to profit from the budget.