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Started By
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re: Latest Updates: Russia-Ukraine Conflict.
Posted on 7/23/26 at 9:44 pm to Coeur du Tigre
Posted on 7/23/26 at 9:44 pm to Coeur du Tigre
quote:
This guy gets it -
quote:
Notice what Ukraine’s new command named as its targets: not cities, not territory — Russia’s revenue.
Refineries. Tankers. Export terminals. The stated doctrine is now ‘exhausting Russia’s economy.’
For most of history, armies targeted armies. Ukraine is targeting cash flow.
I run money for a living, so forgive the professional observation: this is a balance-sheet war now. Every sortie is a capital allocation decision — spend thousands, delete millions, and let the damage compound through Moscow’s subsidy bill and import costs.
Russia can replace soldiers through fraud and conscription. It cannot conscript revenue.
The front line that decides this war appears on no map.
It appears on a spreadsheet in the Russian finance ministry — and it is turning red.
YES!!!
But... is this new news?
0
Posted on 7/23/26 at 10:24 pm to doubleb
quote:
ETA: any business man knows that the revenue you bring in only tells part of the story.
You can bring in more revenue and lose money of bring in less revenue and make more money.
Russian refineries were for exporting value added product. They are importers of value added product now
FWIW, US refiners make more money per barrel exporting gasoline and diesel than inside the sales US.
This post was edited on 7/23/26 at 10:26 pm
Posted on 7/23/26 at 10:36 pm to Lee B
quote:
Our food policy seems nuts, but it's done to stop overproduction and a collapse of the food industry because of too much cheap food hitting the marketplace at once.
The US used to buy grain to give it away. This kept prices high and farming profitable. That has changed a lot in recent years. This is why so many farms are for sale. A many years old corporate farm, Sweetlake Land & Oil is now building a 1,100 acre solar farm as a result. The Gray Ranch once gave away shiploads of rice to France and England post WWII. I don't think that they grow rice any longer, just cattle. (and CCS)
Posted on 7/24/26 at 2:42 am to VolSquatch
quote:
Narratives vs numbers
quote:
Russia's state oil and gas revenue, which accounts for around a fifth of total budget income, is seen rising by 60% in July from the same month a year ago thanks to the increase in global oil prices, Reuters calculations showed on Thursday.
Why didn't you give us the rest of the Reuters article? You know, the part that isn't headline clickbait.
quote:There's a big difference between budget revenue and actual tax receipts.
Oil and gas tax revenue for January to July is still likely to decline by 11% from the same period in 2025, to 4.9 billion roubles.
The finance ministry is due to publish its estimates for July on August 5. Russia's 2026 budget forecasts oil and gas revenue of 8.92 trillion roubles ($113.7 billion).
Total budget revenue this year is projected at 40.283 trillion roubles. Last year, federal budget oil and gas revenue dropped 24% to 8.48 trillion roubles, the lowest since 2020. ($1 = 78.4455 roubles).
If you simply multiply the 50% increase in crude oil price since July 2025 to the Russian budgeted volumes, yes, you can get a 60% increase in budgeted revenue. But the budgeted volumes are fantasy compared to actual revenue. What is actually being loaded, sold, delivered and paid for in full (minus all transport costs) is not within six zip codes of budgeted revenue.
There is also the last mile gap between nominal revenue and tax revenue. But the success or failure of the Ministry of Finance's collection methods with the Russian oil companies is not going to show up in the data.
LINK
This post was edited on 7/24/26 at 6:13 am
Posted on 7/24/26 at 2:50 am to Coeur du Tigre
Filed under "Not on My Bingo Card" -
Rumors that Zelensky wanted a penicillin shot after the meeting are unconfirmed. But highly likely..
Loading Twitter/X Embed...
If tweet fails to load, click here. Rumors that Zelensky wanted a penicillin shot after the meeting are unconfirmed. But highly likely..
Posted on 7/24/26 at 2:58 am to Coeur du Tigre
Two more Smokeberries hit last night, one in Simferopol (occupied Crimea) and the second in St. Petersburg.
Simperopol -
Simperopol -
Loading Twitter/X Embed...
If tweet fails to load, click here.Posted on 7/24/26 at 3:01 am to Coeur du Tigre
Posted on 7/24/26 at 3:03 am to Coeur du Tigre
Posted on 7/24/26 at 3:09 am to Coeur du Tigre
A non-Wildberries hit. Kirov is 550 miles NE of Moscow.
Loading Twitter/X Embed...
If tweet fails to load, click here. quote:
Kirov. It is quite possible that the workers were not evacuated, raising the likelihood of significant casualties among personnel at the facility.
The enterprise specializes in the production of surface-to-air guided missiles, target missiles, ejection seats, and aviation systems.
It is involved in the production of the Tor air defense system, as well as the Kh-101 and Kh-59M2/Kh-59M2A missiles, supplying components for their engines.
The facility also manufactures, repairs, and modernizes K-36DM ejection seats used on Su-34 and Su-57 fighter aircraft.
Posted on 7/24/26 at 3:10 am to Coeur du Tigre
Posted on 7/24/26 at 3:16 am to Coeur du Tigre
Flammable roof insulation plus all that plastic contained in all that cardboard. What sprinkler system doing?
Loading Twitter/X Embed...
If tweet fails to load, click here.Posted on 7/24/26 at 3:19 am to Coeur du Tigre
The current Russian economy in 27 seconds. The laptop spreadsheet vs. the real world.
Loading Twitter/X Embed...
If tweet fails to load, click here.Posted on 7/24/26 at 3:31 am to Coeur du Tigre
Oil storage farm next to the St. Petersburg Wildberries is burning as well. Great start to the weekend.
Loading Twitter/X Embed...
If tweet fails to load, click here. This post was edited on 7/24/26 at 3:35 am
Posted on 7/24/26 at 4:17 am to Coeur du Tigre
Ok, it seems that two Wildberrie distribution centers in the St. Petersburg are were hit separately. For clarity, remember that today, the city is named St. Petersburg and the Oblast (or region) that contains St. Petersburg is named Leningrad.
quote:
Leningrad Gov. Aleksandr Drozdenko said on Telegram that a drone strike sparked a fire at the logistics center in the village of Novosaratovka in the Vsevolozhsk district and injured three people.
A separate drone strike caused the collapse of a warehouse at the Severnaya Poultry Farm in the village of Sinyavino in the Kirovsky district with no injuries reported, he said.
quote:
Ukraine’s long-range drone campaign has reportedly delivered one of its most significant blows yet to Russia’s logistics network, with two major Wildberries distribution hubs in the St. Petersburg and Leningrad regions reportedly struck during tonight’s large-scale drone operation.
The first reported target was the Wildberries “Shushary” logistics complex in St. Petersburg, one of the company’s largest distribution centers in northwestern Russia. Following reconstruction, the facility spans approximately 106,000 square meters and serves as a critical hub for processing and distributing goods throughout St. Petersburg, the Leningrad region, and much of Russia’s Northwestern Federal District.
The second reported target was the “Utkina Zavod” logistics park in Novosaratovka, Leningrad Oblast. Covering around 210,000 square meters, it is one of the region’s largest Class A warehouse complexes and houses logistics facilities for multiple companies, including Wildberries.
Posted on 7/24/26 at 4:23 am to Coeur du Tigre
Posted on 7/24/26 at 6:48 am to Coeur du Tigre
quote:
Why didn't you give us the rest of the Reuters article? You know, the part that isn't headline clickbait.
Why don't you ask Rob Lee, borderline Ukraine propagandist, that since it's his post?
Posted on 7/24/26 at 7:26 am to Coeur du Tigre
Seeing how exposed modern Russia is to Ukraine’s drone attacks kind of emphasizes the significance of our own buffer zones. The US’s northern and southern borders are protected by the large friendly nations of Mexico and Canada. If we had a war on our own border, we would likely be as exposed as Russia is right now. Keeping our friends as close as possible is critical for our own protection.
Iran is also using economic impact warfare to take on the US. This is the new model.
Iran is also using economic impact warfare to take on the US. This is the new model.
Posted on 7/24/26 at 8:42 am to VolSquatch
quote:It's actually your post. This tells us you only read the clickbait headline and immediately posted it, thinking it was another of your famous Gotchas.
Why don't you ask Rob Lee, borderline Ukraine propagandist, that since it's his post?
Posted on 7/24/26 at 10:00 am to Coeur du Tigre
quote:
What sprinkler system doing?
No sprinkler system saves money, no problem?
Posted on 7/24/26 at 10:13 am to Auburn1968
This is the heart of the “fighting season”
quote] Key Takeaways
US Secretary of State Marco Rubio rejected the Russian narrative that the United States and Russia reached any kind of agreement to end Russia’s war in Ukraine during the August 2025 Alaska Summit.
MUkrainian President Volodymyr Zelensky continues reiterating his commitment to peace negotiations with the United States and Russia. Ukrainian President Volodymyr Zelensky continues reiterating his commitment to peace negotiations with the United States and Russia.
Neither Russian nor Ukrainian forces made confirmed advances on July 23.[/quote]
Stalemate
quote] Key Takeaways
US Secretary of State Marco Rubio rejected the Russian narrative that the United States and Russia reached any kind of agreement to end Russia’s war in Ukraine during the August 2025 Alaska Summit.
MUkrainian President Volodymyr Zelensky continues reiterating his commitment to peace negotiations with the United States and Russia. Ukrainian President Volodymyr Zelensky continues reiterating his commitment to peace negotiations with the United States and Russia.
Neither Russian nor Ukrainian forces made confirmed advances on July 23.[/quote]
Stalemate
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