I am not a military analyst, but from what I read last week it's most of putin's military transport system that are down, damaged or gone. The planes, most of the critical planes are gone. The bridge, gone. Because of the planes, the russians stopped trucks all over the country to inspect- so trucking transport down. And not reported in the US at all, but read on Ukrainian blogs, Ukraine hit switching stations on railways, compromising the railways at the same time as the planes.
What this tells me is that all military transport to the front is now compromised. No food, no water, no arms, no bullets, transported to the Russian front. Soldiers will either starve, dehydrate or be killed because they don't have any more bullets or arms and are sitting ducks. Slava Ukraini!!
Putin says he's moving forward, maybe he is but his soldiers are not! If they are not dead today they will be soon. With very hot humid days and no water, no food and as you say cannibalism - Russian soldiers are trapped.
'This is what happens when you live under a dictatorship. They start the day with a lie and end it with one. Every word is fiction. Every promise is rot. They’re all the same.'
Which is why we need you! The truths you are revealing are powerful. Fingers crossed they help speed the collapse of corrupt regimes, both foreign and domestic.
I would make a lousy Ukrainian military strategist. I'd want to find a way to send missiles directly to the Kremlin and to wherever Russia keeps its disinformation bureau. Thankfully, I'm not working for Kyiv. Their discipline in focusing on military infrastructure is the patient, strategic, moral and ultimately successful way to defeat Putin. I admire them and hope for their victory.
Re sovereign wealth fund, I've been keeping a close eye on oil prices since OPEC+ (really, Saudia Arabia) increased quotas, and have been surprised to watch prices continue to creap up (WTI up 13% month, 5% week). Just stumbled across this Bloomberg update that suggests a near-term cap/fall on prices:
Thank you for the analysis. Regarding Putins goal of territory, does anyone care? They care enough to attack , but otherwise? Whom believes him now? Even within Russia¿
For the life of me I have never understood now tying a man's (country's) hands behind his back, ( not allowing to go on the offensive beyond Ukraine's borders) and then expecting him to defend himself by kicking sand in the face of his enemy instead of putting a gun in his hand and pointing him toward the enemy! Astoundingly lucky to have survived this long. Now, finally, he's been untied and given the ok and the tools he needs to show that Ukraine knows how to fight with real weapons and the freedom to use them strategically. Bravo, Ukraine!! And even beyond that marvelous victory, my admiration overflows because in all of their intrusions and attacks INSIDE Russia... they never targeted civilians or inflicted unnecessary injury or death on the people on the ground!! Spectacular demonstration of how war targeting should work. 💙💛👏👏👏👏
Putin apparently said that he will continue forwards - to Trump.
Trump was not smart enough, or briefed that it is now logistically impossible for Putin to move forward and now is the time to hit him hard. Another lost opportunity by Trump. And after the call he tells Graham to stall the sanctions.
Question: what sorts of independent reporting do we have on Russia's inflation rates and liquid assets? I've gone digging a few times, and occasionally found a Moscow Times piece, but high-quality data seems (unsurprisingly) scarce.
Re inflation, the Central Bank is reporting that inflationary pressures have significantly eased, but as you indicated, it seems reasonable to distrust these numbers.
I am not a military analyst, but from what I read last week it's most of putin's military transport system that are down, damaged or gone. The planes, most of the critical planes are gone. The bridge, gone. Because of the planes, the russians stopped trucks all over the country to inspect- so trucking transport down. And not reported in the US at all, but read on Ukrainian blogs, Ukraine hit switching stations on railways, compromising the railways at the same time as the planes.
What this tells me is that all military transport to the front is now compromised. No food, no water, no arms, no bullets, transported to the Russian front. Soldiers will either starve, dehydrate or be killed because they don't have any more bullets or arms and are sitting ducks. Slava Ukraini!!
Logistics is the heart and soul of warfare. No food, fuel, materiel to the front? "Beans and bullets" matter a great deal.
If the Russian soldiers have no food or water, there is always cannibalism. It's already happening.
Putin says he's moving forward, maybe he is but his soldiers are not! If they are not dead today they will be soon. With very hot humid days and no water, no food and as you say cannibalism - Russian soldiers are trapped.
'This is what happens when you live under a dictatorship. They start the day with a lie and end it with one. Every word is fiction. Every promise is rot. They’re all the same.'
Which is why we need you! The truths you are revealing are powerful. Fingers crossed they help speed the collapse of corrupt regimes, both foreign and domestic.
I would make a lousy Ukrainian military strategist. I'd want to find a way to send missiles directly to the Kremlin and to wherever Russia keeps its disinformation bureau. Thankfully, I'm not working for Kyiv. Their discipline in focusing on military infrastructure is the patient, strategic, moral and ultimately successful way to defeat Putin. I admire them and hope for their victory.
Well, well, well. Hope springs eternal. Reminds me of pressuring a certain Jerome Powell. Bad idea.
As always, I appreciate your analysis and insights.
Same! Excellent as always.
Re sovereign wealth fund, I've been keeping a close eye on oil prices since OPEC+ (really, Saudia Arabia) increased quotas, and have been surprised to watch prices continue to creap up (WTI up 13% month, 5% week). Just stumbled across this Bloomberg update that suggests a near-term cap/fall on prices:
https://www.bloomberg.com/news/articles/2025-06-03/global-oil-stockpiles-are-expanding-fast-as-opec-hikes-supply
Thank you for the analysis. Regarding Putins goal of territory, does anyone care? They care enough to attack , but otherwise? Whom believes him now? Even within Russia¿
For the life of me I have never understood now tying a man's (country's) hands behind his back, ( not allowing to go on the offensive beyond Ukraine's borders) and then expecting him to defend himself by kicking sand in the face of his enemy instead of putting a gun in his hand and pointing him toward the enemy! Astoundingly lucky to have survived this long. Now, finally, he's been untied and given the ok and the tools he needs to show that Ukraine knows how to fight with real weapons and the freedom to use them strategically. Bravo, Ukraine!! And even beyond that marvelous victory, my admiration overflows because in all of their intrusions and attacks INSIDE Russia... they never targeted civilians or inflicted unnecessary injury or death on the people on the ground!! Spectacular demonstration of how war targeting should work. 💙💛👏👏👏👏
Putin apparently said that he will continue forwards - to Trump.
Trump was not smart enough, or briefed that it is now logistically impossible for Putin to move forward and now is the time to hit him hard. Another lost opportunity by Trump. And after the call he tells Graham to stall the sanctions.
Trump is the problem.
Trump always was the problem. Trump will always be the problem.
This is what I have been waiting for. Russia must collapse from within. Its economy failing is the only way. Now it is getting closer.
Keep it coming Shankar…
Excellent synthesis, thank you again.
Question: what sorts of independent reporting do we have on Russia's inflation rates and liquid assets? I've gone digging a few times, and occasionally found a Moscow Times piece, but high-quality data seems (unsurprisingly) scarce.
bloomberg
https://www.bloomberg.com/news/articles/2025-06-04/russia-s-rainy-day-fund-lost-around-6-billion-in-may
Re inflation, the Central Bank is reporting that inflationary pressures have significantly eased, but as you indicated, it seems reasonable to distrust these numbers.
https://www.kyivpost.com/post/54057
Excellent information!