Kamil Galeev Profile picture
Jan 9 8 tweets 3 min read Read on X
Silly questions are often the best
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Were the US to develop slower & earlier (few centuries before the railway), we might have seen way more population, money & culture concentrated along Mississippi. First you gain "fat", due to easier communications and then it's largely path dependency

It would be Rhine Image
Russian history makes more sense, once you fully interiorize that Central Russia lies in the largest endorheic basin in the world. Volga is long, slow, easily navigable (no rapids). Great connection with Greater Iran & Central Asia. No connection with the World Ocean Image
What is now Central Russia had amazing, unparalleled natural connection with the Iranic world. Just get on a boat and go downstream. Voila, you are in the Middle East. River is slow -> navigable both ways

That's why you find so many dirhems in medieval burials, very far north Image
Among other things, it may explain the rapid pace of Muscovite expansion after 1500. The core of the Golden Horde were merchant cities clustered around Lower Volga & Don, heavily dependent upon the Silk Road. Razed by Tamerlane in the 1400s, a number of them were rebuilt again Image
The Horde could have resurrected, if not for the geographic discoveries. As the commercial flows changed, the old Don-Volga route lost its importance. Central Asia declined, but survived. The Golden Horde did not. For the most part, it just disappeared in a demographic sense Image
TL;DR. Moscow had been subordinate to a collection of mercantile cities clustered around the lower Volga & Don and dependent upon the Silk Road. Crashed by Tamerlane, they were finished with with the reconfiguration of commercial flows (first 1453 and then the Portuguese) Image
Soon after 1500, what once constituted the Horde was mostly a demographic desert plus ruins. As the master was gone, Moscow broke free. It looks like the (steadily reducing) payments to the Horde continued as long as there was somewhere to send them Image

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More from @kamilkazani

Dec 10, 2023
Russia is forging almost all of its gun barrels (tanks/artillery) on the GFM Steyr (Austria 🇦🇹 ) machines imported in the late Soviet + Putin's era. This specific machine you see in the Medvedev's video was launched on Motovilikha Plants back in 1976

Still working today
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The thing with the forging-pressing equipment is that it tends to be:

a) physically durable
b) less affected by transition to computer control

This screw press working at the Votkinsk Plant (major ICBM/SLBM producer) was produced in 1915. Works fine Image
So when it comes to the pressing-forging equipment, Russia works with a mix of:

a) very, very old
b) very, very new

This is a Danieli (Italy 🇮🇹) forging press from the same Votkinsk Plant. Brand new, high tech, extremely software dependent Image
Read 4 tweets
Dec 9, 2023
Toy countries make stuff to make stuff. As this market is small, it is almost invisible in the aggregated data. Yet, it is absolutely bottleneckish

Left: Watervliet Arsenal, NY 🇺🇸
Right: Motovilikha Plants, Perm 🇷🇺

Both use modifications of the same Austrian 🇦🇹 GFM machine


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Once again, toy countries don't make much stuff

But if you look at the stuff to make stuff, they role is huuuuugely disproportionate to their size and population
Both machines were installed in the 1970s. And that is also a good point

Whether you are the US🇺🇸
Or the USSR ☭

When you need to make stuff, you will probably buy your stuff to make stuff from a toy country🇦🇹. Because there are not many options, really. The market is small Image
Read 4 tweets
Dec 8, 2023
Contrary to the popular view, significant superiority in the quantity of weaponry does translate into the military victory. The military output delta is a great predictor of whether you win or not, and the longer a war lasts, the better it works

You outproduce -> You win
One major Russian advantage is the sheer quantity of air defence missiles. Countering the enemy airforce & projectiles, air defence systems cover the Russian ground forces from every possible aerial threat. They also allow Russian airforce to bomb Ukrainians without distractions
Now how can Russia produce so much? Let's follow some of the key production operations in the manufacture of S400 missile at the MMZ Avangard. Part of the Almaz Antey corporation, it is a major Russian producer of air defence missiles
Read 22 tweets
Dec 3, 2023
Backed by the manufacturing power of Europe, Putin may very well win this war. The Russian machining park consists of Western (mostly EU 🇪🇺) tools imported in 2003-2023. With spare parts flow & tech support uninterrupted, Russia gonna steamroll over Ukraine as planned 🇺🇦

🇷🇺🚀💪
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Ballistic missile producers continue to receive all the necessary supplies and maintenance

(You may go through this thread to get a first impression of how the Russian military manufacturing base looks like, on example of Votkinsk Plant)

Launch systems producers, too

(Titan-Barrikady)

Read 4 tweets
Dec 2, 2023
1. Russia makes more weaponry than its enemies. If nothing is done about its military production, Russia will win this war

2. Establishing the new political rule:

Always bet against the US allies

3. With the absolutely destructive effect on the US policy and standing in Asia
4. The Russian victory in Ukraine will radically devalue the worth of the US alliance in the eyes of the world

5. Yes, America lost asymmetric wars before. But this is the first time, it will be defeated in the symmetric warfare

6. Its standing will be adjusted accordingly
7. Yes, never bet against the US rule will stand for a while (don't declare the war, don't attack the US soil)

8. But now it will be supplemented with always bet against the US allies

9. Promises, guarantees and commitments are not worth much. America is weak -> backs off easily
Read 24 tweets
Nov 14, 2023
1. Russian-Ukrainian war is mostly an artillery war

2. Russian artillery production fully relies upon a few dozen GFM Steyr (Austria) radial forging machines

3. Which rely upon the continuous supply of expendables from the original producer

It is *the* bottleneck. Target it
The funny thing with the GFM Steyr is that it is not even a large business. In 2021, its revenue was estimated at only 32,5 million euros. In 2022, it rose to 69,8 million (for obvious reasons). Yet, the Russian artillery industry is critically dependent upon this single company
First, the existing park of GFM Steyr machines requires a steady supply of parts and expendables to keep them running. Consider this one single SXP-55 radial forging machine operating at the Motovilikha Plants, a major artillery & MLRS producer
Read 9 tweets

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