Ukraine’s Flamingos Crush Russia’s Space Program

A cruise missile launching into a starry night sky | Licensed by Envato Elements

Ukraine sent a flamboyance of Flamingos (cruise missiles, not those pink things) and struck a Russian space complex in Samara. This complex was responsible for assembling Soyuz-2 rockets, as well as electronics and precision testing.

The missiles used, the Flamingos, are Ukraine’s version of the U.S. Tomahawk; dumber than the Tomahawk, but cheaper and easier to produce. These strikes and Ukraine’s growing large-scale strike capability are crushing Russia’s industrial and technological base.

Transcript

Hey everybody. Peter Zeihan here, coming to you from Colorado. It is the 15th of August. And the news is that Ukraine, using a modified weapon system, has just attacked the city of Samara in Russia and severely damaged one of the space complexes, specifically the place where the Russians assemble the Soyuz-2 rockets. This is the primary Russian launch vehicle to get satellites up into space. Damage levels at this point are questionable, but we know there have been hard hits on the major buildings that actually do the work, especially for things like electronics and precision testing. So for the moment, Russia’s space program is now offline, and the idea that the Ukrainians won’t hit again is kind of silly. 

Right now, Russia has kind of a hybridized space program. They’re still participating with the United States on the ISS, although I wouldn’t expect that to last a whole lot longer. ISS is the International Space Station, and they do have some legacy satellites up there, but they were hoping to build their own network of a couple hundred satellites. That to be kind of a local Starlink equivalent, so that they have independent military observation and independent communications, that is at a minimum on hold now. 

They were really only planning on launching ten, maybe, if they’re really lucky, 20 satellites a year. And now that’s completely at zero. In addition to that, there’s the question of how the Ukrainians did this. It’s something called a flamingo missile. Now, if you remember back a year or two ago, there were some conversations about the United States sending some of its new truck mounted Tomahawk missiles, which is the United States premier mid strike cruise missile. Anyway, sending them to Ukraine. Ukraine lobbied very, very hard for that. But ultimately the United States decided no. So the Ukrainians, for all intents and purposes, built their own. The Flamingo has a warhead that is significantly more powerful than the Tomahawk. It’s modular, but it can be up to 1000kg, which is well over twice what the typical tomahawk carries. It has a slightly better range with a lighter warhead. It’s not quite as fast. Probably the biggest weakness of the Flamingo versus the Tomahawk is that the United States can use, off course, it’s satellite network to retask it on the fly, where the Ukrainians cannot yet do that. Although, considering, what they’re doing with drones, some version of that is probably going to be possible in the not too distant future anyway. 

It, in essence, is a flying truck bomb. It’s not as accurate as the Tomahawk, but because it hits so much harder, it is almost as good. And the really important thing is it’s because it’s a simpler piece of equipment. Fiberglass instead of titanium. The Ukrainians can crank out three of them a day where as the tomahawk, they can only produce about 60 a year. So that’s what, five a month? Yeah, five a month. So a half a dozen of these things were used in the attack on Samara. Most of them were shot down, but with three a day being the production rate, it’s very, very simple to see this being a major industrial factor in the weeks and months to come. 

So in summary, the Russians probably won’t have a space program by the end of the year that makes them completely dependent upon third party reconnaissance, primarily from China. The Ukrainians are being able to throw so much tonnage into the air that there’s really no industrial facility in Russia within a thousand miles of the border now that is safe at all, because if you’re not going to defend your space program as Russia, there’s really not much left that is more important aside from Moscow itself. And we’ve seen a contraction of Russian air defense around critical sites in Moscow and very little else. What we’re seeing is the disembowelment of Russia’s capability of being a technological power, and all that’s left is for it to be a resource power, exporting raw materials such as crude oil, in order to get the currency it needs in order to purchase Chinese product. But as the Ukrainians basically march with drones through the entire industrial plant, that capacity is disappearing. And we’ll probably see an end of Russia’s ability to be a large scale resource exporter before the end of the year as well, at least as regards the Black Sea and the Baltic Sea. And that’s going to be over two thirds of the total. So we really are seeing the industrial destruction and removal of Russia from the global space. 

That has thousands of downstream impacts. And that is a topic we will revisit at length in the days and weeks to come.

Moving Beyond the Patriot Missile

A patriot missile being fired

The U.S. is hesitant to allow Ukraine to manufacture Patriot missiles locally, partially to protect U.S. military IP, but more so because it doesn’t want Ukraine to do it better. The reality is that highly sophisticated weapons like the Patriot aren’t the right tool for modern warfare.

Sure, in an American-led globalized system, these weapons are the cream of the crop. But that’s not the world we live in anymore. $4 million price tags and complicated supply chains are no longer viable. Modern wars require cheap weapons that are easy to produce locally at scale, like the drones we’ve seen across the Ukraine War.

Transcript

Hey everybody, Peter Zeihan here, coming to you from near the trailhead of Sherman Sheridan in the Mosquito Range in Colorado. Took me so long to find a place without wind. Anyway, the news today is kind of all over. Specifically, I want to talk about defense contractors. We have a situation where it’s leaking out that the United States Trump administration, Donald Trump specifically, is unlikely to allow Ukraine to license production locally of Patriot missiles. The reasons that were given. The first one that is being said out loud is intellectual property protection, which is reasonable once you hand over the plans so that somebody else can make them, somebody else has the plans. The second one that is being said behind closed doors, that is probably more compelling for Donald Trump, is that if Ukrainians learn how to make these things, they’re going to iterate them and they’ll learn how to make them cheaper, faster and probably better. 

And that makes sense, because Ukraine was the node of aerospace and rocketry for much of the former Soviet Union, and that’s been applying those skills in real time to the war technologies that they’ve been developing in the last four years. And obviously, many of their weapon systems, most notably their drones, are now light years ahead of anyone else on the planet, including the United States. 

And so to say that they couldn’t apply aerospace and rocketry technology to what is ultimately a rocketry question is obviously silly, but as true as that is and as much as that is likely to be the rationale for Trump ultimately denying the Ukrainians access to the plans. It’s kind of missing the point. We’re at a point here where we’ve got two reinforcing and contrasting trends. The first is deglobalization, and we’re losing access to the global supply chains that allow sophisticated equipment to be made. So, for example, when people talk about AI weapons, they’re probably blowing smoke out their ass. Because the technology just doesn’t exist yet. High end chips. Things below, let’s call it seven nanometers that are etched into silicon. Just can’t deal with heat or stress or shifts in momentum or vibration. You know, all of those things happen a lot when you’re dealing with military equipment. And these supply chains are fragile, so it doesn’t take much of a deglobalization event for them to break completely. Now, military folks get around that by using special materials like gallium when making the chips instead of silicon. The problem is that the gallium supply chain is also very vulnerable. So the idea that the United States is going to be able to keep making these high end weaponry systems is itself kind of a stretch. 

Second problem, the United States is unique among all of the major powers in history, and that it basically has a hemisphere to itself. Ever since reconstruction and the Spanish-American War, there really hasn’t been a major power that has a sufficient footprint, much less a native presence in the Western Hemisphere to challenge American security dominance in a meaningful way. 

And that has allowed the United States military to develop differently from everyone else’s. Everybody else, whether you’re a naval power or a land power, ultimately you have rivals that are relatively close. And so your military technologies that you develop, the military systems that you field always have a degree of short term desperation built in. The United States has never had to worry about that unless we’re in a long, protracted, hot war like, say, World War Two, we develop our weapon systems based on the idea that the homeland is fundamentally safe and that we just need to project power across the ocean. So our systems tend to be far more durable. They tend to be far more technologically advanced. They tend to be expensive, but they have reach and lethality that nobody else has. Because everyone else is worried about bringing large numbers of relatively disposable things to the fight as soon as possible. All right. We’ll finish this in a minute.  

Okay. Had a hard time finding a place without wind. So here we are from the Colorado Intermountain above Fairplay, Kenosha pass. Where was I? Basically, we’re dealing with a changing environment in which the defense systems that were maintained by the global superpower and basically maintained during the Cold War in the post-Cold War era aren’t applicable anymore. The new weapon systems are simpler to build with more basic technology, whereas the more advanced systems that the Americans rely upon require global supply chains. And so we’re going to see a complete overhaul in how we handle defense over the next five, ten, 15 years. And the Patriot missile, while it is today by far the best anti-missile system on the planet, is probably going to lose that position. 

If the Ukrainians are even mildly successful, they’re going to be able to drive down the price of the Patriot. Right now, it’s about $4 million a pop. The people who make the patriot of the United States say they’re going to offer a lower tier version that’s about $2 million a pop. The Ukrainians need to get down to that, to a quarter of a million, a pop maximum. Otherwise, it just doesn’t serve the purpose in this new era where you can spam somebody’s defenses with just thousands, if not tens of thousands of attacks. There’s one more thing to keep in mind. The US is the late comer to this technological revolution, in part because of policies out of the white House and personalities and the Defense Department. The United States is not fully engaged in this new era, and is being very slow to embrace drones as the new way of doing things. That’s going to change dramatically as the rest of the world basically skips by the United States, which means the United States is going to discover waves and waves and waves and waves of hostile drones and multiple powers, some of them allies. And it will not have enough patriots for all of its needs. And it certainly won’t have enough patriots for all of its allies. So we’re probably very close to the final delivery of American patriots to anyone, not just Ukraine. And once that happens. Well, pace of anti-ballistic missile technology is going to skyrocket because everyone will be researching an alternative.

Ukraine’s Military Reshuffling Highlights Resource Problems

A Ukrainian soldier in the trenches

Ukrainian President Zelensky has now dismissed two of the most senior military leaders, Defense Minister Fedorov and Commander-in-Chief Syrskyi. Beyond the speculation of internal power struggles, these dismissals highlight Ukraine’s glaring issues with resource allocation.

This is a multi-vectored war that is constantly evolving, which means the new drone tech is just as essential as the infantry and artillery, and vice versa. So, Ukraine can’t win without either capability. But with limited resources at its disposal, Ukraine has an allocation problem.

Transcript

Peter Zeihan here, coming to you from Colorado.  Today is the 23rd of July, and I’m going to attempt to untangle what has been happening in Ukrainian political circles, specifically around the Defense Ministry and the Army. 

We’ve had a number of personnel changes over the last several culminating in the last several days of the dismissal of the defense minister, a guy by the name of Fedorov who is a techno guy. He’s in his 30s, big on drones. And Syrskyi who is the commander in chief of the army, a big infantry and artillery guy. This is being spun a lot of ways by a lot of people. Some are saying that it’s a debate between whether drones are the future of Ukrainian military versus the backbone that is currently artillery and infantry. Some are saying it’s personal and it’s really kind of all of the above. The very, very short version is that we’re going through a hot war and battlefield success versus failure generates a lot of changes in personnel, both from mortality and from political decisions that didn’t do enough or you did too much, or you are rising star versus you’re 

But really, the core issue is this doctrinal shift between drones and artillery. And what neither side admits is that they can’t fight the war without it. 

So in charge of the artillery has very successfully, I might add, held the line in a number of major battles where we expected the Russians just mow over the Ukrainians. But Fedorov with the drones, obviously has remade the face of warfare and given Ukraine not just a fighting chance, but the advantage in many battlefield situations. And to think that one of these will work without the other is very silly. 

The problem is, both sets work, both sets are necessary, and both sets require their own procurement chain and manufacturing capability. And it’s not clear that Ukraine has the full capacity to do both of those at the same time with the resources that have. And that’s before you consider the complexity of all of the weapons donations that have come in from the Europeans primarily, and the political complications that come from relationships with the Trump administration right now. So basically, we have our old system led more or less by Syrskyi that is infantry and artillery, and the new system that is led by Fedorov, that is drones and fiber optic cables and computer chips, and each of them requires a huge pipeline of resources, whether that is people or finance or manufacturing capacity. 

And the two don’t overlap very much. So when Fedorov became defense minister a few months ago, he’s tried to start switching all of the resources over to his preferred method of war fighting. And Syrskyi kind of had a coronary because there was no way that he could defend the 1000 mile long front without ongoing investments into artillery and artillery shells. 

Both of them are right. Both of them are wrong. And now both of them have been fired. So what’s going on now is Zelensky, the president of Ukraine, is attempting to juggle these two factions so that both of them can function because they both need to function. And the reason that the protests in Ukraine in favor of Fedorov are continuing is because they’ve looked at the personnel that Zelensky has put in place of Syrskyi and Fedorov and said that so far there’s been no change. 

And that’s true. There’s been no change because Zelensky is trying to balance the interests of two things he absolutely has to have, and the leaders of those two factions hate each other. And the only way they could work together if Zelensky was there personally hand-holding. And this is before you consider the problems with, say, corruption or consider the problems with Russian assassination, or consider competition with other branches of the Ukrainian services. 

It’s a really tough situation to be in for everybody. It’s a post-Soviet society. So the pillars of civil society that normally you would rely upon to kind of bulwark the sort of institutional discussion just don’t exist in the same way that they exist in, say, say, Germany or the United States. It’s an ugly situation. I have no idea how it’s going to go, and I am not even going to bother talking about the personalities that are replacing the two principals, because I bet they’re mostly going to be gone within a week or two. 

But at the moment we’re more or less in the same position now that we were six months ago. You’ve got these two parallel procurement and warfighting, doctrinally defined institutions, both of which are essential but really just can’t get along and don’t complement each other very well.

Ukraine Closes the Sea of Azov

NASA satellite image of the Sea of Azov | Photo by NASA and creative commons licsense

Ukrainian drone attacks have effectively shut down Russia’s use of the Sea of Azov, which is a critical export route for southern Russia.

The sea connects the Volga River canal system to the Black Sea, allowing agricultural goods, coal, iron, and more to reach global markets. And with Russia’s rail network already overburdened, losing this waterway is devastating.

If Ukraine expands these drone attacks into the eastern Black Sea, the shadow fleet will face even further disruptions. With no quick solutions on the table, the Russian economy and war effort will be on its back foot for quite some time.

Transcript

Hey everybody. Peter Zeihan here, coming to you from just below Cupid Peak, above Loveland Pass. And over here we have Grays and Tories and Grizzly Mountain. Not going to be able to do those today because we got lightning moving in. Boo. But I’m still going to do a video for you guys. I just got back from Yosemite and still catching up on everything that happened. 

But one of the big things that happened in the Ukraine war is that the Sea of Azov is now offline. The Sea of Azov is a body of water to the east of the Crimean peninsula, that’s Russian occupied Crimean peninsula, and to the south of Russian occupied lands in southeastern Ukraine. It’s a waterway that freezes sometimes in the winter. 

But the real important thing is that is the outlet for a huge amount of cargo. The Russian system is not well set up for shipping cargo. A lot of stuff has to go by rail, but the Russians are literally running out of ball bearings, so they’re hitting the max of what they can do, and they can’t replace the cars and the speed that they need to. 

So they’re seeing reductions in throughput. That makes it much more important to ship things by water. The problem is, is that the Russian coast of the Black Sea doesn’t have any navigable river outlets. It’s somewhat rough and mountainous. And so what happens is you’ve got an inland waterway, the Volga, that goes near Moscow and snakes through Russia and empties into the Caspian Sea. 

The problem is the Caspian Sea is a landlocked body of water. So what the Soviets did is they engineered a series of canals and locks that go from the lower Volga near the Caspian over some low ridges, and get into the Don River system. And the Don empties into the Sea of Azov. So, in essence, if you’re shipping coal or iron or especially agricultural products, you get it onto the Volga. 

You go through a series of locks until you get to that connection. You take the canal over to the Don, to Rostov on Don, and then you get into the Sea of Azov, and from there you get into the Black Sea in the wider world. Well, while I was gone, the Ukrainians hit over 200 ships in like a week in their first big push and basically shut off the sea of his off completely. 

So any of the cargo that used to use this waterborne export, which was one of Russia’s main ones, the primary one for southern Russia, suddenly has nowhere to go. They go onto the rails, but the rail system already overloaded and honestly starting to fall back. So a couple of things from this. Number one, we’ve got a lot of Russian cargo that is now just trapped. 

It has nowhere to go and there’s really no quick fix here. The Russians have withdrawn a lot of their air defenses from places even like Crimea, to put it around Moscow, because Ukrainians have shown that any target that’s within roughly a thousand miles of the front is something they can in force. And that’s forcing the Russians to the air defenses that they have in places where they will serve political purposes. 

Because of Moscow, came under heavy drone attack every single night for a month that might shatter the political coalition that holds the Russian system together. Right now. That’s one. Number two, Rostov on Don. This is one of the city’s one of the two cities in Belgorod that serves as nodes for transporting military gear to the front, and it has now lost all of its economic wherewithal. 

It’s now just a military outpost, in effect. This is something that’s going to have a huge impact on the Russian economy and ultimately crimp Russia’s ability to get stuff to the front, because if that river is no longer available, if the canal system is no longer available, if the receipt of is of is no longer available, then one of the more wealthy cities in Russia just lost everything that made it work except for being a military depot. 

And you should expect more tax there over and over and over again in the not too distant future. Third, now that the Sea of Azov is offline, next up is the Black Sea. It’s not that much further. The Ukrainians have loads of drones that are capable of taking the war now just across the Crimean Peninsula and into the ocean, and we’ve already seen dozens of attacks on things like tankers and Borchers, everything that’s in the shadow fleet. 

So look for the Ukrainians over the next couple of months to repeat what they did in the Sea of Azov in the eastern side of the Black Sea, because no ships go there, really, unless they’re part of the Shadow Fleet. No one else wants to dock directly. And it’s not like they haven’t been warned if they decide they want to try. 

The only real solution here that the Russians have, because air defense isn’t going to cut it, is to up their attacks on the Ukrainians to the point that it attracts the Ukrainians ability to do this. But since it’s from mobile launch sites with ever evolving drones and drones at the moment, the Russians haven’t figured out sorry about the wind drones. 

At the moment, the Russians haven’t figured out how to replicate. That’s something that undoubtedly can’t happen this summer. This is going to be a problem for a year from now, or a potential solution for a year from now. And now we’re getting to India and I’ve got to stop so by.

The Future of Drone Tech: Naval Strategies

Cargo ship with containers

Ukraine can strike anywhere across the Black Sea thanks to its Sea Baby naval drones, and since jamming is less effective in open water, Ukraine can remotely guide them toward targets.

Take a shadow fleet vessel, for example. Ukraine can use satellite and transponder data to determine targets and then strike the engines and propulsion systems of these ships. With few effective counters, Russia’s ability to protect shipping in the Black Sea is steadily eroding.

If this current trend continues, Russian exports of all kinds, including oil, grain, fertilizer, timber, and more, could be lost.

Transcript

Hey everybody. Peter Zeihan here coming to you from Pike National Forest, from the southern slopes of Mount Silverheels. Behind me is the Colorado Intermountain, which is home to fair play, among other things. Anyway, today we’re going to talk about something that’s very mountain, you know, naval drones. So in the Ukraine, where we’ve seen several models and the ones we were to talk about today are the sea Babies. 

These are things that the Ukrainians have basically taken motor boats, put a bomb on the front, automated them, and off they go. They are typically always first person drones because when you’re dealing with water, there’s really no option for doing a meaningful fiber optic line. There’s usually not going to have a lot of guidance because there are no landmarks. 

So while there are certain things you can do with maybe a little bit of memory to provide a targeting suite, really these are things that have to be piloted by a person, and the terrain, such as it is, works to that pretty well. You see, jamming is something that the Russians are very good at electronic warfare in general, but you can’t really do it over the water. 

I mean, if you’ve got a warship, maybe, but if you’ve got a warship, then all of a sudden the Ukrainians are going to be sending aerial drones against you to that have the memory to target specific things on the boat. But when you’re talking about, say, shadow fleet vessels, well, you’re not going to put a jammer on a Shadow Fleet vessel because it’s technically not a Russian ship. 

And the Russians just don’t have that many of them to go around. So what happens is the Ukrainians now have these sea babies that have a range of 1500km in east to west. The Black Sea is only 1100 kilometers long. So it’s not just that the Ukrainians can hit any ship on the Black Sea, It’s they can go out there and loiter for a while. 

So what the Ukrainians do is they pull down commercial imagery. SA is the type of synthetic aperture radar, and it basically lights up everything in a strip. And that strip can cover as much as 50,000km, which is a good portion of the Black Sea. And then they just go to a commercial website and see what ships are around. 

You see, every ship in the world has a transponder except shadow fleet because they turn them off in order to avoid sanctions. So basically, you get this sheet satellite data that is accurate to like a quarter of a meter, and they then play forward and map out all the legal ships that have transponders. And anything else is a Russian shadow vessel. 

And if they’ve got a sea baby near it, off they go. It’s also pretty predictable because there’s only 3 or 4 ports for the Russians on the Black Sea. Places like an overseas. And unless they’re going to a specific Turkish port, they’re all going to the Turkish straight to get out of the Black Sea and get to the wider world. 

And that’s a straight line sail. So what we’ve been seeing in the last couple of weeks is these sea babies, which have like half a ton of explosives on them, basically getting in close to a commercial vessel, approaching them from behind and blowing the shit out of the engine room and the propeller. We’re not to the point where it’s had a huge impact yet, but again, these tactics are just like a month old. 

Now, normally what you would do when you’re dealing with something like this on the defensive point of view is you’d fight these things off with helicopters. Small arms fire from the top of a ship really doesn’t do much, and battleship really doesn’t have the ability to lower their guns to the point that they can fire at something in the water and small arms fire. 

Just so you use a helicopter. Now, number one, you don’t base a helicopter off of a commercial vessel. And in a few times when the Russians have had a military vessel nearby, or the Sea Babies have been sufficiently close to the coast that a helicopter from land can interdict. The Ukrainians really learned fast. Okay, we’ll just put an anti-air missile or two on this. 

And they scored many hits. And so Now the Russians aren’t even doing that. 

There’s really no good counter here. Helicopters were really only it, and the Ukrainians are now fielding more and more of these things. And as the Russians basically lose control over Crimea because they can’t have fuel. Even using Crimea as a base for helicopter is disappearing. What this means is probably by the end of the year, we need to start thinking about not simply the Russians losing access to the Black Sea for purposes of shipping out all and oil products, which is 1.5 to 2 million barrels a day. 

Big deal right there. But also shipping anything wheat, fertilizer, timber, whatever it happens to be. Basically, the whole Black Sea is starting to become a no go zone. And again, the Ukrainians have only been doing this for about 4 to 6 weeks at this scale. They keep ramping it up just for a couple more months. There’s not going to be much left of the Shadow Fleet in the Black Sea at all.

The Future of Drone Tech: Ukraine’s Innovation

Camo clad man flying a drone outdoors | License by Envato Elements

The U.S. has finally secured its first contract to manufacture Ukrainian-designed drones, but don’t go celebrating quite yet.

The F10 drone that will be produced is a small FPV quadcopter built entirely from non-Chinese components. This is a big step for the U.S., but it’s not nearly the crème de la crème of Ukrainian tech.

The facility where these drones will be made is yet to be built, so even this initial order of 2,000 drones will take several years to complete. Regardless, this is a step in the right direction that will hopefully lead to further cooperation down the road.

Transcript

Hey all. Peter Zeihan here. Coming to you from Colorado. Today is the 1st of July and the news is good news. We have our first contract granted by the Department of Defense to have a US manufacturer produce Ukrainian drones under license. There’s not a lot of information out at this point. It’s all super secret, but I’ll share what I know and give you a couple of guesses based on what we know what that means. 

So step one, the American company involved is called Ukrainian Defense Drones. Catchy name. And the Ukrainian company on the other side is called F drones. F drones is one of the big boys in Ukraine for producing ever more innovative policies and doctrines and designs and getting them to the front their F7 drone from last year, 2025, yeah, was basically voted the drone of the year for how good it was against emplacements and vehicles. 

The new drone that the United States is going to be producing is called the F10. We know it’s 100% non-Chinese parts, and aside from that, we just know that the ten means it’s ten inches across, which means it’s a quadcopter and it is a first person drone. So you’re going to have a dude with a controller relatively close to the front line that suggests from its size that it has some range limitations, probably only 25 to 40km, and it probably can only carry a warhead that’s 3 or 4 kilos. 

That’s probably not enough to take out a tank, but more than enough to wreck the day of, say, an artillery crew and go after personnel or trucks. That’s the good news. The bad news is there’s no sign at the moment that the F10 is one of the drones that has the terminal guidance that the Ukrainians have been starting to introduce across the front and across the entire drone fleet this past year. Those are the things that load a decision into the drone, so that when it gets over its target area, it can actually look around and pick a target for itself. And once it does that, it can’t be jammed. Now, this is just a contract. It’s part of the American program to try to get 200,000 drones in active service before the end of 2027, just next year. 

But this is going to be a late bloomer in that, because the facility that has been tagged to build these drones in Ohio hasn’t begun construction yet. We only got go ahead for the construction last week, and they’re not expecting to finish construction until December of 2029. So three and a half years from now, and then they’ll start building out the first packet of drones. 

And they’ve only ordered 2000 of them and at a rate of, say, 650 to $700. You know, these just aren’t particularly sophisticated drones, which is fine. The key thing is that for the first time, we have a direct contract from DoD for Ukrainian equipment, which is something we’ve been desperately to get in this country. I would argue, even though all of our Western allies and Middle Eastern allies are way ahead of us on this front, because they know they can’t rely on American hardware, there’s a lot of things can still go wrong. 

For example, the reason we don’t have a contract until now is that Donald Trump personally despises President Zelensky of Ukraine. And it’s entirely possible at this moment that Trump is unaware that this contract even exists. And as soon as he finds out, he may well squash it. But hopefully it is the first of several thousand contracts to come that it would allow the United States to take advantage of the war zone in Ukraine, to help test an entirely new set of weapon systems and take advantage of the Ukrainian skill sets, which were by far the most advanced in the world when it comes to the designing and the use and the development of doctrine for these new types of hardware. Early days. Once this facility is constructed, it’s supposed to be producing a wide variety of defense equipment, of which Ukrainian drones are just one tiny little piece. So it’s a step in the right direction regardless. And I just hope that’s a small step all around a very long path of tighter partnership. 

That’s probably just wishful thinking from me, but at least we have the first step.

The U.S. and Ukraine Make a Drone Deal

Image of a drone firing missiles

The U.S. has finally secured its first contract to manufacture Ukrainian-designed drones, but don’t go celebrating quite yet.

The F10 drone that will be produced is a small FPV quadcopter built entirely from non-Chinese components. This is a big step for the U.S., but it’s not nearly the crème de la crème of Ukrainian tech.

The facility where these drones will be made is yet to be built, so even this initial order of 2,000 drones will take several years to complete. Regardless, this is a step in the right direction that will hopefully lead to further cooperation down the road.

Transcript

Hey all. Peter Zeihan here. Coming to you from Colorado. Today is the 1st of July and the news is good news. We have our first contract granted by the Department of Defense to have a US manufacturer produce Ukrainian drones under license. There’s not a lot of information out at this point. It’s all super secret, but I’ll share what I know and give you a couple of guesses based on what we know what that means. 

So step one, the American company involved is called Ukrainian Defense Drones. Catchy name. And the Ukrainian company on the other side is called F drones. F drones is one of the big boys in Ukraine for producing ever more innovative policies and doctrines and designs and getting them to the front their F7 drone from last year, 2025, yeah, was basically voted the drone of the year for how good it was against emplacements and vehicles. 

The new drone that the United States is going to be producing is called the F10. We know it’s 100% non-Chinese parts, and aside from that, we just know that the ten means it’s ten inches across, which means it’s a quadcopter and it is a first person drone. So you’re going to have a dude with a controller relatively close to the front line that suggests from its size that it has some range limitations, probably only 25 to 40km, and it probably can only carry a warhead that’s 3 or 4 kilos. 

That’s probably not enough to take out a tank, but more than enough to wreck the day of, say, an artillery crew and go after personnel or trucks. That’s the good news. The bad news is there’s no sign at the moment that the F10 is one of the drones that has the terminal guidance that the Ukrainians have been starting to introduce across the front and across the entire drone fleet this past year. Those are the things that load a decision into the drone, so that when it gets over its target area, it can actually look around and pick a target for itself. And once it does that, it can’t be jammed. Now, this is just a contract. It’s part of the American program to try to get 200,000 drones in active service before the end of 2027, just next year. 

But this is going to be a late bloomer in that, because the facility that has been tagged to build these drones in Ohio hasn’t begun construction yet. We only got go ahead for the construction last week, and they’re not expecting to finish construction until December of 2029. So three and a half years from now, and then they’ll start building out the first packet of drones. 

And they’ve only ordered 2000 of them and at a rate of, say, 650 to $700. You know, these just aren’t particularly sophisticated drones, which is fine. The key thing is that for the first time, we have a direct contract from DoD for Ukrainian equipment, which is something we’ve been desperately to get in this country. I would argue, even though all of our Western allies and Middle Eastern allies are way ahead of us on this front, because they know they can’t rely on American hardware, there’s a lot of things can still go wrong. 

For example, the reason we don’t have a contract until now is that Donald Trump personally despises President Zelensky of Ukraine. And it’s entirely possible at this moment that Trump is unaware that this contract even exists. And as soon as he finds out, he may well squash it. But hopefully it is the first of several thousand contracts to come that it would allow the United States to take advantage of the war zone in Ukraine, to help test an entirely new set of weapon systems and take advantage of the Ukrainian skill sets, which were by far the most advanced in the world when it comes to the designing and the use and the development of doctrine for these new types of hardware. Early days. Once this facility is constructed, it’s supposed to be producing a wide variety of defense equipment, of which Ukrainian drones are just one tiny little piece. So it’s a step in the right direction regardless. And I just hope that’s a small step all around a very long path of tighter partnership. 

That’s probably just wishful thinking from me, but at least we have the first step.

Russia Gets Knocked Off Its Horse

Iconic photo of shirtless Putin riding a horse in Russia | Creative Commons license from Flickr: https://www.flickr.com/photos/jedimentat/6230779369

Ukraine has struck a key semiconductor facility in Voronezh that could significantly weaken the Russians’ ability to produce advanced military equipment.

Russia is already struggling to replace military hardware lost in the war, and damage to this facility (and the other major chip plant near Moscow) would force it to depend heavily on Chinese components. These would be less compatible with Russian military systems and would reduce the quantity and quality of Russia’s weapons.

As Ukraine continues to expand its drone capabilities with foreign support, we’re entering a new phase of this war where Russian tech limitations play a bigger role on the battlefield.

Transcript

Hey everybody. Peter Zeihan here. Coming to you from Colorado. It is the 22nd of June. And today we’re going to talk the military industrial complex of Russia, specifically as regards information technology, specifically as regards semiconductors. The reason we’re talking about that today is that the Ukrainians sent a large bevy of cruise missiles into a military facility in Vienna, which is a city in south central Russia, just north of the Caucasus. 

Verna is an industrial plant that dates back to 1959 that is primarily servicing military needs. So they make semiconductors there. They are cut from the wafers, they’re tested their package, and then they’re prepared for incorporation into various military technologies like fighter jets and tanks and especially missiles. Anyway, we don’t have good damage reports from it because it’s the Russians and they’re not going to tell us, but the whole thing appears to be on fire. 

And that’s usually really bad for semiconductors, which every stage of the process requires. Clean room conditions, aside from the Russians, only have one other place that makes semiconductors at all. It’s called Zilina Grad. It’s just to the northwest of Moscow. It’s three facilities that are quite a bit smaller and therefore easier to target for. ResNet has extensive anti-air defense because of the Ukrainian drones. 

Zilina grad not so much. And I would bet your ass that the Ukrainians are going to be targeting Zilina grad very, very soon. Now let’s talk about what’s at stake here for the Russians, the type of chips that are used in military equipment writ large are actually pretty basic because, for example, for missiles you only do one thing once. 

You might need chips for guidance systems, you might need chips for things like IR goggles, whatever. But those are not cutting edge nodes of seven nanometers or below, or even cutting edge direct all nodes of like 28 nanometers to seven nanometers. These are really dumb chips. And the Russian military complex reflects that. So with a few specific exceptions, that they can make it very, very, very, very low run rates. 

The most advanced semiconductors that both of these facilities, the Leningrad and can make is about 90 nanometers. And then scaling back to 150. And even that uses extensive imported foreign equipment. The only chips that the Russians can make without any help is about 350 nanometer, which I could probably bash together in my kitchen if I was willing to watch a lot of YouTube tutorials, which I am not. 

Anyway, where does this leave the Russians? Well, with virescens offline for an indeterminate period, probably permanently, Ukrainians will hit it again. And with the Leningrad not long for this world, the Russians now have to find another way to make their gear. And they were already having a significant problem. They were only manufacturing new gear writ large at one fifth to 1/20. 

The weight that they were burning through it in the war. Part of that is the Russian industrial complex. Part of that is just the nature of this conflict, where the Russians just throw scads and scads and scads of things against everyone to see what it sticks. But the biggest part of the strategy that the Russians depend upon is using fighter jets to drop glide bombs from, say, 20 miles from the front line so they never even get in risk range. 

And then using long range weapons in order to target things like the Ukrainian power grid. All of that requires these chips. And yes, you can pull a chip out of something like a massager unit or a smart margarita machine or a washing machine and plug it into your military gear. But military hardware is hardened. It needs to be able to handle things like vibration and heat and maneuvers. 

And washing machines are not designed to the same specs, which means you’re going to have much, much, much slower performance and much, much higher failure rates. And when you’re talking about like a hypersonic missile, you might as well not even try. The Chinese can or export to the Russians chips of the appropriate technological level. But just as with the washing machine chip, the chip wasn’t designed for the hardware. 

The hardware wasn’t designed for the chip. So the failure rates are going to go through the roof, which means that probably in just a few days, the only hardware that the Russians are going to have that is advanced is stuff that’s in the warehouses, is currently being assembled, or is on its way to the front already. They will not be able to replace them with additional hardware at the same rate or with the same quality levels. 

And the Russians were never really known for high quality levels. So for conventional weaponry, helicopters, jets, tanks, missiles the Russians now are probably facing down a qualitative collapse in what they can do. At the same time, they’re looking at a quantitative limit at what they can produce, even with extensive Chinese help. Ukrainians, on the other hand, when it comes to drones, are already the numerical and technological leaders in this conflict, producing more drones and better drones than the Russians have for several weeks now. 

That’s still spinning up, especially with the infusions that have come in from the Europeans. Now that the Trump administration has dropped, kicked them, and they’re desperate to develop new technologies. And from the Arabs of the Persian Gulf who are furious with the Trump administration for the Iran war, all of them are basically underwriting the Ukrainian defense industrial base now. 

And the only people who are underwriting the Russians are the Chinese, and they insist on getting paid. Anyway, you fast forward just a few weeks and this is going to start to impact the front line, because without this higher end equipment, all of a sudden the Ukrainians are punching at the same weight that the Russians are. That doesn’t mean the war is over by any stretch of the imagination. God, no. Russia is still the largest country on earth. They still have a significant holdover equipment list from the Soviet times. They still outnumber the Ukrainians 4 to 1 in any battle that matters. Outnumbering the Ukrainians 3 to 1. They still have a lot going for them. But if they can’t replenish their weapons, if they can’t replenish their tech, then it all becomes whether or not the Chinese make a political decision or not. 

So what we’re probably going to see over the summer is significant change in how this war is fought. We’ve gotten a glimpse of that in the last couple of months with the new Ukrainian drones targeting things like logistics, but now the Russians are going to either have to a figure out a way to counter that without microchips, unlikely, they’re going to have to be dust off weapon systems that to this point they’ve been unwilling to use, like, say, nukes, which have, let’s just say complications or three. 

The Chinese are going to have to put their shoulder into the conflict in a way they just haven’t yet. Either way, this long, slow grind of the last three years is over, and this is about to become a lot more dynamic very, very soon.

Ukraine Starts Cracking Open the Occupied Territories

Ukrainian soldiers holding their flag against a dark sky Photo licensed by envato elements: https://app.envato.com/search/photos/1ac20b11-1fac-4c14-9452-b1e5ca99fccc?itemType=photos&term=ukraine+war

Russia’s logistical nightmare in Crimea is just beginning. With Ukrainian strikes ramping up throughout Russian-held Crimea, Russian authorities have suspended civilian fuel sales since new shipments can’t reach the peninsula.

Since many of you have asked, the Kerch Strait Bridge primarily remains open to allow civilians to leave Crimea for Russia. However, Ukraine’s broader strategy for Crimea is to systematically destroy the infrastructure needed to supply it. And with the new drone supplies and capabilities, this is very plausible.

Much of the territory Russia has occupied since 2014 has become increasingly difficult to supply, and without effective countermeasures, Russia’s strategic position is steadily weakening. This isn’t a done deal, but the momentum is shifting in Ukraine’s favor.

Source link: https://arcg.is/09O0OS

Transcript

Hey all, Peter Zeihan here, coming to you from Colorado. Today is the 21st of June. And the new news is that in Russian occupied territory in Crimea, in southern Ukraine, Russian authorities have suspended all fuel purchases for all civilians, whether it’s personal cars or businesses. Short version is that the Ukrainians have now deployed enough drones reliably, enough that can target things like fuel trucks, that there is no more fuel coming in. 

The Russian Navy has long since abandoned the province, and everything has to come in by rail. And those rail bridges have now been damaged or truck. And now the Ukrainians patrolling with dozens of drones at a time over the territory and basically hitting the drugs before they can get anywhere close. So we basically have whatever little fuel is left being hoarded by the military. 

And the only reason that the Kurt Strait Bridge remains operational, that’s a that’s a bridge that comes from Russia proper over straight at the Sea of Azov into Crimea, is so that civilians in Crimea can flee to Russia. It’s not that the Ukrainians are planning a final push or anything to take over the territory, but they have systematically damaged all of the infrastructure that allows the Russians to supply Crimea. 

And as big of a deal as that is, and it is, and there will be more of it in the future. It’s just the first start of a broader Ukrainian offensive. Most of these attacks are coming from places like Kherson, which are just on the other side of the Dnieper River. But there are a couple of towns further up Nikopol and Dnipro, where the Ukrainians are starting to launch attacks as well, not interrupting logistics going to Crimea, per say, but logistics going to other parts of the occupied territories. 

Keep in mind, in the early days of the war, the Russians came in from the north, the east and the south and Crimeans in the south. The stuff in the north was eventually purged. It’s the stuff in the east that is now in question and in the southeast, because we have multiple provinces, that includes Donetsk and Luhansk that are hard up on the Russian border, and that provides a lot of backstop for the Russians. 

Ukrainians can’t dislodge those further. But as you move south and along the coast by cities like Mariposa and Meteor Pol, that does not apply. They can only be supplied by road or rail, just like Crimea or by sea, just like Crimea. And the sea link has already effectively been cut, and the Ukrainians have already been going aggressively after the ports in that region. 

And so the next stop is to do basically what they’ve done to Crimea, further to the northeast and east and east and east, until they get hard up to the Russian border, or at least into the Donetsk region, where the Russians have a few more geographic advantages. Basically, what we’re looking at here is roughly two thirds of the territory that the Russians have captured since the first war, going back to 2014, is now becoming a sandbag that the Russians cannot reliably resupply. 

And while Crimea might be the literal bridge too far because it’s just too far away, you can imagine a situation where the Russians lose access to that entire southern zone, or the ability to supply it, and the Ukrainians start crossing the river, or coming across at, say, Dnipro further north, and punching through and basically excising the Russians from the entire area. 

Not suggesting it. It’ll be quick, not suggesting to be easy. There’s still lots of minefields and this is still Russia we’re talking about here. But the balance of forces in this entire region is now shift. And the question isn’t will the Russian strategic position collapse? It’s how and what will the Russians do in reaction to that? There’s still a lot of options in the table. 

There’s still a lot of ways where this can go horribly, horribly wrong. But the Russians have yet to come up with a way to counter the Ukrainian memory drones that are capable of selecting their own targets, which makes them. And now that those are being produced in the hundreds per day, the Russian position across the entire southern parts of the occupied territories is really falling apart.

The Future of Drone Tech: Russian Scale

Photo of a military drone

While Ukraine has dominated drone innovation, Russia’s been able to mass-produce proven drone systems at a scale that Ukraine cannot match. The Russians have also been incrementally improving their drone tech.

Russia has been replacing propellers with jet engines and equipping certain drones with air-to-air missiles. So, despite Ukraine’s advantage on the innovation side, the Russians aren’t getting left in the dust.

Up to this point, both sides of the conflict have been able to draw on their strengths to adapt to the new tactics and tech that hit the battlefield.

Transcript

Hey everybody. Peter Zeihan here, coming to you from Colorado. Today, we’re doing another episode in our ongoing series on evolving drone technologies. And today we are specifically looking at the Russians. Most of the breakthroughs that we have seen that have reshaped the battlefield in the Ukraine war since March have been Ukrainian longer range, better targeting, faster assembly, mass manufacturing. Go go go go go go. 

But it’s not like the Russians have just been sitting there. Yes, yes, yes. Most of their parts are coming from the Chinese system and they’re just being assembled in Russia. But that doesn’t mean that the Russians don’t have a military industrial complex. In fact, still today, they easily have the third most powerful one in the world, legacy of the Soviet system, with a few things that have been added here and there. 

But when the Russians really shine, it’s when they take a proven technology and then apply it to a new platform and mass manufacture it. And we are now in the early stages of seeing that with what used to be called the shards. Those are the the dumb drones that they originally brought in from Iran. They now call them Garin if they’re made in Russia, Iran, and we’re now into the third and even the fourth generation. 

And the single biggest difference is that the Russians are taking the propeller off as method of propulsion and slapping on a jet engine. So the original shards travel at about 100 miles an hour, maybe 120 if they’re pretty zippy. The new ones coming out of Russia are traveling at pushing 400 miles an hour. So that’s problem number one, because there just aren’t very many interceptors that the Ukrainians have access to that can catch one of these drones. 

Usually what happens is you fire a bunch of interceptors and anything that doesn’t hit on the first pass as the penetrate turns around and chases it, that doesn’t work when your interceptor can’t catch up. And with the Garin four starting to come online now, we’re seeing more and more of these relatively cheap drones punching through air defenses because you only get one shot. 

That’s problem number one. Problem number two is as much advances as the Ukrainians have made in interception and long range strike. They still just don’t have control of their own airspace. Yes, they’ve got decent anti-aircraft capabilities. And yes, that has kept the Russians at arm’s length, where they launch glide bombs, then take 20 miles to glide down, hit their target. 

But the Ukrainians have lacked the ability so far to impose a degree of air superiority that would allow them to actually go after where the fighter jets are. So their solution has been longer range, bigger payloads go after the bases that these things launch from. That’s been working, but it’s not enough. 

And now the Russians are about to do something else. They have started putting something called an AR 60. That’s an infrared driven anti-aircraft missile on top of a Garand, and then sending that in so it doesn’t go as fast as, say, a MiG would go into a thousand miles an hour roughly. So the drones are going about half that speed, but then they launch an anti-air missile. 

So any F-16s or Griffins or Rafael’s or any other vessels, any other aircraft that the Ukrainians actually are able to get in the sky are going to start facing wave after wave of cheap, disposable drone firing a single missile. About the only good news news is that the missile itself weighs enough that that Garand cannot then also carry a warhead. 

So it’s just a one shot deal, not a two shot deal. But you throw a few dozen of those on the front every day, and it’s almost impossible for the Ukrainians to get anything up in the air, much less provide any sort of screen, much less project power into Russian territory to prevent those glide bombs from coming. 

So, yes, most of the breakthroughs, most of the changes, most of this really impressive stuff that we’ve seen in the last three months has been from Ukraine. It has been hurting Russia. It has been causing a lot of damage. But it doesn’t mean that the Russians are just lying there. They’ve basically taken steps to ensure that they can still hit nearly any target they want in Ukraine. 

They just have to send a few more of these jet powered drones after it. And there is no way that Ukrainians are anywhere close, getting any degree of control over their airspace. And as long as that happens, then if they do, the Ukrainians do manage to launch a ground assault, they’re going to be doing so under a hail of glide bombs, because they can’t really do much about it.