Kamil Galeev Profile picture
Jan 28, 2024 12 tweets 3 min read Read on X
IF Russia has been under the unprecedentedly wide sanctions for almost two years

BUT It has increased its output of missiles

THEN The sanctions have been targeted wrong all along

Now that is because the policy makers have limited understanding of how the war economy works
The astonishing inefficiency in undermining the Russian military production makes more sense, considering that the sanctions have not been based on any serious understanding of the Russian military manufacturing base, of its rationales and tradeoffs, bottlenecks and chokepoints
To target the military production, you first need to identify its bottlenecks. And to identify the bottlenecks you must understand how the production chain works, both in theory and in practice. Now the latter requires a serious OSINT investigation

And that is what we didImage
We have investigated:

· 4 missiles producing corporations
· 28 key production facilities
· A broad range of sources varying from the official TV propaganda to the PhD dissertations by the military industrial executives
What we found:

CNC Machines: EMCO 🇦🇹, Haas 🇺🇸, Kovosvit Mas 🇨🇿, DMG MORI 🇩🇪, Hermle 🇩🇪, GF🇨🇭, Tos Varnsdorf 🇨🇿, Skoda 🇨🇿, Hyundai 🇰🇷, Walter 🇩🇪, Schaublin🇨🇭, Index 🇩🇪, Parpas 🇮🇹, Hardinge 🇺🇸, Fanuc 🇯🇵, TDZ Turn 🇨🇿, Leadwell 🇹🇼, VDF Boehringer 🇩🇪, Doosan 🇰🇷, Heller 🇩🇪, Mazak 🇯🇵, Okuma 🇯🇵, Kitamura 🇯🇵, Hanwha 🇰🇷, Trumpf 🇩🇪, Biglia 🇮🇹, NSH 🇺🇸, Spinner 🇩🇪, Prima 🇮🇹, Anca 🇦🇺, Techni Waterjet 🇦🇺, LVD 🇧🇪, Mazak 🇯🇵, Stan 🇷🇺, DMTG 🇨🇳 + minor producers, mostly Western European & Taiwanese
CNC Controllers: Fanuc 🇯🇵, Siemens 🇩🇪, Heidenhain 🇩🇪
PLC Controllers: Siemens 🇩🇪
Measurement: Renishaw 🇬🇧, Hexagon 🇬🇧, Zeiss 🇩🇪, Bosch 🇩🇪
Tooling: Sandvik 🇸🇪, Seco 🇸🇪, Guhring 🇩🇪, Erowa🇨🇭, Walter 🇩🇪, Zoller 🇩🇪, Kyocera 🇯🇵, Tungaloy 🇯🇵, Korloy 🇰🇷 Iscar 🇮🇱, Eroglu 🇹🇷
Integrated solutions: Siemens 🇩🇪, Dassault 🇫🇷, PTC 🇺🇸, Ansys 🇺🇸

NB: Siemens is the only company in the world capable of providing the all-in-one CAD to CNC solution of the military tier, minimising the human factor at any stage of the production process
If I were to name one critical bottleneck in the Russian military manufacturing, I would choose Siemens Teamcenter. The most sophisticated enterprises in Russia including aircraft/aircraft engine/missile producers developed the overreliance on the foolproof Siemens solutions
Resurrected from the ashes of the 1990s, they had neither the Soviet craftsmanship, nor tacit knowledge, nor vocational training system. To compensate for the uneven (low) quality of their workforce and reduce variance in product they had no choice but to overrely on Siemens Image
The pdf version of our report is already available upon request. It will be soon available for the general audience.

If you want to support our work, you can donate to:

PayPal: galeev.info@gmail.com
Patreon: kamilkazani922
Wire:

Beneficiary Rhodus Inc.
Account Number 9801141480
Type of Account Checking
Beneficiary Address 447 Broadway, 2nd Floor, 197 New York, NY 10013
ABA Routing Number 084106768
Bank Name Evolve Bank & Trust
Bank Address 6000 Poplar Ave, Suite 300 Memphis, TN 38119
ETH 0xA9FA4454cC3EC0Ff521926BB5F8D4389bA0e665a

BTC bc1qhggd33vl3hz2a8gj95g3dtqjsmwmtdx0ql6cm9

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More from @kamilkazani

May 2
Fake jobs are completely normal & totally natural. The reason is: nobody understands what is happening and most certainly does not understand why. Like people, including the upper management have some idea of what is happening in an organisation, and this idea is usually wrong.
As they do not know and cannot know causal relations between the input and output, they just try to increase some sort of input, in a hope for a better output, but they do not really know which input to increase.
Insiders with deep & specific knowledge, on the other hand, may have a more clear & definite idea of what is happening, and even certain, non zero degree of understanding of causal links between the input and output

(what kind of input produces this kind of output)
Read 6 tweets
Apr 12
There is a common argument that due process belongs only to citizens

Citizens deserve it, non citizens don’t

And, therefore, can be dealt with extrajudicially

That is a perfectly logical, internally consistent position

Now let’s think through its implications
IF citizens have the due process, and non-citizens don’t

THEN we have two parallel systems of justice

One slow, cumbersome, subject to open discussion and to appeal (due process)

Another swift, expedient, and subject neither to a discussion nor to an appeal (extrajudicial)
And the second one already encompasses tens of millions of non citizens living in the United States, legal and illegal, residents or not.

Now the question would be:

Which system is more convenient for those in power?

Well, the answer is obvious
Read 10 tweets
Apr 5
I have recently read someone comparing Trump’s tariffs with collectivisation in the USSR. I think it is an interesting comparison. I don’t think it is exactly the same thing of course. But I indeed think that Stalin’s collectivisation offers an interesting metaphor, a perspective to think aboutImage
But let’s make a crash intro first

1. The thing you need to understand about the 1920s USSR is that it was an oligarchic regime. It was not strictly speaking, an autocracy. It was a power of few grandees, of the roughly equal rank.
2. Although Joseph Stalin established himself as the single most influential grandee by 1925, that did not make him a dictator. He was simply the most important guy out there. Otherwise, he was just one of a few. He was not yet the God Emperor he would become later.
Read 30 tweets
Mar 16
The great delusion about popular revolts is that they are provoked by bad conditions of life, and burst out when they exacerbate. Nothing can be further from truth. For the most part, popular revolts do not happen when things get worse. They occur when things turn for the better
This may sound paradoxical and yet, may be easy to explain. When the things had been really, really, really bad, the masses were too weak, to scared and too depressed to even think of raising their head. If they beared any grudges and grievances, they beared them in silence.
When things turn for the better, that is when the people see a chance to restore their pride and agency, and to take revenge for all the past grudges, and all the past fear. As a result, a turn for the better not so much pacifies the population as emboldens and radicalises it.
Read 6 tweets
Mar 1
Three years of the war have passed

So, let’s recall what has happened so far

The first thing to understand about the Russian-Ukrainian war is that Russia did not plan a war. And it, most certainly, did not plan the protracted hostilities of the kind we are seeing today Image
This entire war is the regime change gone wrong.

Russia did not want a protracted war (no one does). It wanted to replace the government in Kyiv, put Ukraine under control and closely integrate it with Russia

(Operation Danube style) Image
One thing to understand is that Russia viewed Ukraine as a considerable asset. From the Russian perspective, it was a large and populous country populated by what was (again, from the Russian perspective) effectively the same people. Assimilatable, integratable, recruitable Image
Read 32 tweets
Feb 8
Why does Russia attack?

In 1991, Moscow faced two disobedient ethnic republics: Chechnya and Tatarstan. Both were the Muslim majority autonomies that refused to sign the Federation Treaty (1992), insisting on full sovereignty. In both cases, Moscow was determined to quell them. Image
Still, the final outcome could not be more different. Chechnya was invaded, its towns razed to the ground, its leader assassinated. Tatarstan, on the other hand, managed to sign a favourable agreement with Moscow that lasted until Putin’s era.

The question is - why. Image
Retrospectively, this course of events (obliterate Chechnya, negotiate with Tatarstan) may seem predetermined. But it was not considered as such back then. For many, including many of Yeltsin’s own partisans it came as a surprise, or perhaps even as a betrayal.

Let's see why Image
Read 24 tweets

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