Ukraine Cripples Russia's Refineries - Denys Davydov - Jason Jay Smart

[TexasTowelie]

Missiles still fly, but money fails first. Ukraine’s precision strikes and Russia’s own malfunctions converge into one story: bombers grounded, refineries crippled, and the Kremlin’s cash shrinking. On the runway, Tu-95s falter and Tu-160s glitch, exposing maintenance rot that slows sorties and weakens strike tempo. At the same time, refinery outages slash diesel and jet fuel output, push Moscow toward export restrictions, and turn ports into single points of failure as insurers tighten and routes lengthen. Every breakdown forces longer delays, thinner logistics, and less revenue.

Each barrel nets less cash while repairs drag and sanctions bite. Beijing’s rejection of pipeline expansion humiliates Putin abroad and cuts off future gas revenue at home, adding weight to a budget already strained by war spending and subsidies. Sanctions evasion through Kazakhstan, Kyrgyzstan, and China now collides with banking checks and shipping risk, trimming net cash per shipment and dulling the myth of Russia as an “energy superpower.” The numbers no longer balance, and the cracks spread from the oil fields to the treasury.

Europe is moving to intercept Russian drones over Ukraine and integrate air defenses across borders. This lifts interception rates and narrows Russia’s recovery window, further reducing its strike capacity. The pattern is clear: fewer exports mean less fuel, slower repairs, thinner ammunition, and a shrinking ability to threaten Ukraine or Europe. This is a system under strain across fleet, fuel, factories, and future. Jason Jay Smart and Denys Davydov connect the map to the ledger with clarity, showing how it ends—not with propaganda, but with math.

CHAPTERS:
01:13 Russian Aviation's Unstable Foundation
04:18 Russia’s Shifting Air Strategy
06:17 NATO Surveillance Over Crimea
07:42 Russia's Aviation & Supply Chain Crisis
16:11 Ukraine's New War Strategy
20:00 What Russians Think of the War