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Russia helplessly watches its refineries burn

Most analysis of the war in Ukraine focuses on the muddy trenches of the Donbas, but Good Times Bad Times shifts the lens to a far more volatile front: the vast, indefensible interior of Russia itself. The author makes a startling claim that the very geography Putin once celebrated as an imperial asset has become the Kremlin's greatest strategic liability, turning the Russian heartland into a target-rich environment for cheap, long-range drones.

The Geography Trap

The piece opens by dismantling the myth of Russian invulnerability derived from its sheer size. Good Times Bad Times writes, "Today, the same geography is turning into a liability." This is a sharp reversal of traditional strategic thinking, where depth usually equals safety. The author argues that Ukraine has successfully weaponized this vastness, striking refineries from St. Petersburg to Bashkortostan, a distance of 1,500 kilometers. The core of the argument is that Moscow cannot defend every square kilometer, creating a "textbook case" of asymmetric warfare where the weaker side exploits the stronger side's structural weaknesses.

Russia helplessly watches its refineries burn

This framing is effective because it moves beyond the noise of daily frontline skirmishes to identify a systemic rot in the Russian war machine. As Good Times Bad Times puts it, "Moscow cannot defend every square kilometer and even critical sites like refineries. Ukrainians therefore strike with impunity." The evidence is compelling: recent strikes have targeted facilities responsible for up to 45% of Russia's refining capacity, forcing state oil monopoly Transneft to warn producers of potential output cuts. The economic fallout is immediate, with long lines at gas stations and price hikes appearing in cities like Novorossiysk.

"In a war between actors of unequal strength, the weaker side's rational strategy is to exploit all available asymmetries."

Critics might note that Russian refineries are often repaired quickly, meaning the actual percentage of capacity offline may be lower than the 20-25% estimates cited. However, the author correctly identifies that the disruption itself is the goal, not necessarily permanent destruction. The psychological and logistical paralysis caused by constant uncertainty is a strategic victory in its own right.

The Cost of Imperial Ambition

The commentary then pivots to the financial mathematics of the conflict, linking drone strikes directly to the Kremlin's ability to fund the war. Good Times Bad Times notes that oil and gas exports account for roughly half of Russia's budget revenues. With the 2025 budget set at 41 trillion rubles, the author calculates that sustained disruption could cost the Kremlin up to $55 billion annually. This is roughly a quarter of all military spending. The argument here is that the war is not just being fought with shells, but with the degradation of the state's fiscal lifeblood.

The author highlights the strategic logic behind Ukraine's choice of weapons. Ballistic missiles are expensive and dependent on Western partners, whereas long-range drones offer a sustainable, mass-producible alternative. Good Times Bad Times writes, "The single most important pillar of the Russian state is hydrocarbons. So the logical imperative is to degrade that pillar with full force." This clarity of purpose contrasts sharply with Russia's own strategic confusion, exemplified by the recent Zapad 2025 military exercises. The author points out that while Putin claimed 100,000 troops would participate, estimates suggest the real figure was closer to 10,000 to 15,000—the smallest Zapad in years.

This disparity between propaganda and reality is a recurring theme. The piece suggests that Russia is trying to "stretch that blanket as far as it will go" with air defenses, but the "blanket is simply too short." The author effectively uses the Zapad drills to illustrate Moscow's desperation to project strength while its actual defensive capabilities are being stretched thin by Ukrainian drone swarms.

The NATO Response and the Drone Gap

The article broadens its scope to include the reaction of NATO, specifically Poland, to Russian aggression. When Russian drones briefly crossed into NATO airspace, the response exposed a critical vulnerability in Western defense planning. Good Times Bad Times writes, "Warsaw has concentrated on acquiring extremely expensive, high-end military systems... ill suited against swarms of cheap drones." The author describes a scenario where Poland scrambled advanced jets and fired Patriot missiles at threats that were thousands of times cheaper. This is a stark illustration of the economic mismatch in modern warfare.

The commentary suggests this incident could backfire on Moscow by accelerating Allied mobilization. Poland and Ukraine are now discussing joint drone production and a "drone task force," turning a security breach into an opportunity for deeper integration. Good Times Bad Times notes that the strike "may instead accelerate Allied mobilization." The author also touches on the diplomatic theater, noting that while Poland invoked Article 4, US President Donald Trump downplayed the incident as a "mistake," a move the author interprets as a political maneuver to shift blame onto Europe rather than a genuine assessment of the threat.

"In the end, it is not bold threats or ultimatums... that matter, but Ukraine's ability to relentlessly strike at Russia's oil sector."

A counterargument worth considering is the feasibility of total sanctions on Russia's energy sector. The author mentions that Trump has demanded the EU impose full sanctions on India and China, but rightly dismisses this as unrealistic due to European economic fears and China's strategic interests. The piece acknowledges that Beijing will likely keep Moscow afloat, deepening Russia's dependency, but argues that this does not negate the damage being done by the drone campaign.

Bottom Line

The strongest part of this argument is the reframing of Russia's geography from a shield into a vulnerability, supported by concrete data on refinery strikes and their immediate economic impact. The piece's biggest vulnerability lies in its reliance on optimistic projections regarding the speed of Allied integration and the long-term sustainability of Ukraine's drone production without further Western escalation. Readers should watch for whether the proposed joint drone task force between Poland and Ukraine materializes into a tangible shift in the balance of power, or if it remains a diplomatic talking point.

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Russia helplessly watches its refineries burn

by Good Times Bad Times · Good Times Bad Times · Watch video

Russia's border doesn't end anywhere, Vladimir Putin said back in 2016, seemingly as a joke. Russia's boundless horizon has always been central to the imperial imagination, an idea woven into Russia's national myth. This motive appears cycllically and is constantly present in Russia, as can be seen on these Moscow billboards. What is more, it awakens the national ego and calls for the maintenance of expansionist identification as on this billboard saying Alaska is ours.

For decades, Russia's geography was seen as its greatest strategic asset, vast spaces, resources spread across hundreds of kilometers, and a depth of territory that seemed impossible to penetrate. Today, the same geography is turning into a liability. Ukrainian long range drones are striking refineries scattered from St. Petersburg to Bashortoan.

This economic and military front now extends hundreds, even thousands of kilometers into Russia, and there is simply no way to defend so much land. In recent weeks, Ukrainian strikes have already hit facilities representing nearly half of Russia's refining capacity. Long lines at gas stations, restrictions from transn warnings to oil producers. It is no longer a wartime anomaly, but a strategic trend, one in which Ke holds the advantage.

Cheaper asymmetric pressure against Moscow's sprawling infrastructure. Russia, meanwhile, continues searching for a breakthrough on the battlefield, even as it stages the smallest Zapat military drills in years. Now, let's take a closer look at all that. Let's start with the most pressing issue.

On September 13th, Ukraine carried out a massive drone strike against critical infrastructure inside Russia. According to Russian claims, at least 361 drones entered their airspace and were allegedly shut down, yet many still got through. Among the targets hit was the Kirishi refinery, one of the two largest facilities of its kind in the country. Reports suggest it was forced to suspend up to 40% of its production capacity.

Even more striking, Ukraine's long arm reached as far as Bashkartoan, hitting the Novoims refinery nearly 1500 kilometers from the Ukrainian border, as well as the Salavat refinery located at a similar distance. For the first time since the war began, Ukraine also struck Russia's largest oil export terminal, Primosk, a critical hub on the Baltic pipeline system with a daily capacity of over 1 million barrels. That's more than 10% of Russia's total oil production. Just a few weeks earlier in August, Ukraine had already targeted another export ...