This report provides a sharp look at the internal fiscal decay that contradicts Russia's public narrative of economic resilience. It underscores how industrial attrition is quietly becoming the most decisive factor in this protracted conflict.
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BREAKING: Zelenskyy Releases Intelligence on How Bad Things Are Going in RussiaAdded:
Hello team. Welcome to another ATP Geopolitics video with myself, Jonathan MS. Pierce. This is a bit of a breaking news update. It happened a little bit earlier today. This is Vladimir Zalinski um from Ukraine, obviously Ukrainian president uh talking about some intelligence that they have gathered from the Russians, which I find um pretty fascinating. And we're going to look at what he has to say. Uh you may notice a slight difference in the interface of this video compared to my normal ones. Trying out a different platform. Some of the sounds aren't yet quite sorted with regard to or some of the little uh different overlays and uh transitions. Uh but but we're just playing around with it and I think it it should give you a better experience with a bit more clarity. But anyway, uh let's get into the details of um of what I'm going to talk to you about.
Okay, so here we have it. This is Vadomir Zalinski saying, "Our Foreign Intelligence Service of Ukraine has obtained new Russian documents assessing the aggressor states losses from the war." Importantly, this is specifically a Russian internal assessment, one they are trying to conceal both from the world and from their own domestic audience. The first major indicator is a reduction in active oil wells. Just a single Russian oil company and not even the largest one has already been forced to shut down around 400 wells. Given the specifics of Russian oil production, these are significant losses as restarting wells in Russia is far more difficult than in other oil producing countries. This is and this is me talking now. So that's really important for one small company or smaller um oil producing entity to shut down 400 wells.
That is huge. That not only cuts production, but it's also very costly to then reopen the wells and may not even be able to happen if it's reliant on sanctioned western technologies. So to do so this is really really important.
He continues, "The second indicator is a reduction in oil refining of at least 10% in just a few months this year alone. We see that our Ukrainian long-range sanctions are truly effective and we will continue to scale this up uh scale up this line of our active actions. The data on the banking crisis in Russia is also quite convincing. 11 financial institutions are preparing for full liquidation due to problems that cannot be resolved by other means. while another eight banks have accumulated critical issues that cannot be addressed without external resources. Wow. Okay, pause. So, we have refining issues. Uh and he's not even talking here about pumping issues, export issues, you know, the export terminals at uh at these ports or um tank um storage issues.
That's just 10% reduction in refining.
So there's so many problems across the hydrocarbon sector but then it comes to the banking sector and the idea is that you have 11 financial 11 banks or similar preparing for full liquidation with another eight in critical uh status. Wow. He says, quote, uh to continue, this year's federal budget deficit figures also look encouraging for us, standing at almost 80 billion by the fifth month of this year alongside the bankruptcy of a significant number of Russian regional budgets. Wow. So different oblasts are just in budgetary crisis. He finishes, I've also instructed the head of the Foreign Intelligence Service of Ukraine, Ole Luhovski, to share in a format that does not compromise our sources the obtained information on Russia's attempts to involve global companies in resolving its financial hardship and in sanction evasion schemes. In particular, we have recorded attempts to organize the export the export of grain from the temporarily occupied territory of Crimea and regrettably from other forms of economic exploitation of the peninsula involving entities from the United States. We will inform our partners. We are also recording attempts to bring investment and technology from democratic countries into Russia's Arctic oil and gas projects. We know how to counter this.
Thank you to everyone who helps us.
Thank you to all our Ukrainian intelligence officers. Maybe a little a veiled dig there at the US for having entities that are helping out Russia um and getting around sanctions, evading sanctions and and helping them with projects in say the Arctic. I don't know. Uh, but that that I think is a is a fascinating insight into how and and I presume that we can trust this into how much of a of a um a pickle.
Russians are in their economy, the structures of their society like the financial structures, the welfare structures, the underfunding uh from central government, from local governments, the different regional budgets are completely screwed. The money is just not going to be coming in from oil export in the way that they would hope. Uh that is leading to proper crises across a number of domains.
It is whatever the whatever we think is going on in Russia in terms of how bad we think it is, it is undoubtedly worse.
And they're very good at hiding these these issues. But I think what uh what Zalinski is showing us here is a a huge um concern for the Russians and therefore good for the Ukrainians. Um anyway, uh that's enough from me. Uh I just thought I would share that with you because I think it is significant enough. Um thank you very much for watching. Take care and I shall speak to you soon.
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