Kremlin Did Not Expect This - Jason Jay Smart

[TexasTowelie]

A plastic drone worth five hundred dollars can now destroy a tank worth millions in just three seconds. This asymmetric math creates a financial black hole that no central bank can fix. The Russian economy is failing because the burn rate of steel on the battlefield exceeds the output speed of their factories. We examine how Ukraine uses a performance system called Brave1 to reward effective units with immediate supplies which turns war into a scalable industry.

The conflict has triggered a permanent shift in global risk pricing that hits consumer goods first. The presence of the USS Abraham Lincoln in the Indian Ocean signals that shipping risk is now a primary driver of inflation. Buyers demand discounts when routes get dangerous which destroys profit margins for energy exporters even when prices look high. Global investors are now pricing in a future where unit economics determine survival rather than political speeches.

When the machinery of war breaks the financial collapse follows immediately because you cannot print a new industrial base. Replacement velocity has become the only metric that matters in modern conflict. Markets react to this geometry of trade and the exhaustion of reserves rather than propaganda. The collapse does not wait for the tanks to run out it arrives when the money stops moving.

CHAPTERS:
00:00 - Intro: Russia’s Industrial Death
01:35 - Ukraine’s Drone Dominance: 80% Success Rate
05:06 - Putin’s Innovation Crisis: The Corruption Trap
05:42 - Ukraine’s Economic Surge: $35 Billion Defense Potential
06:57 - The Kremlin’s Recruitment Fail: IT Experts as Infantry
08:21 - Russia’s Financial Bleeding: The Real Cost of War
10:20 - Ukraine vs. Russia: Why the 2nd Army is Failing

[LetMyPeopleVote]

1. Russia is having a number of issues including problems replacing troops

The losses in the Ukraine war and emigration are hurting Russia

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