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⏱️ CHAPTERS:
00:00 - Zelenskyy's UNGA Speech & Turning "General Winter" Against Russia
01:48 - The 3-Step Energy Ceasefire Proposal & US Mediation
06:11 - Historical Scale: 64+ Large-Scale Russian Attacks on Energy Grids
08:31 - Third Wave Fuel Deficit: 53% Refining Capacity Offline
11:20 - Blackout Projections: Crimea, Occupied Donetsk, & 3,000km Deep-Strikes
13:00 - Vostok Oil Realities: Infrastructure Hurdles & US Tariff Legislation
17:04 - Ukraine's Energy Hundreds Dispersal & Containerized Co-Generation

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Transcript
00:01Ukraine says that it has no choice.
00:03As Russia gears up for a winter assault that it hopes will ruin Ukraine's energy infrastructure,
00:09plunging untold thousands of civilians into freezing cold darkness,
00:13President Volodymyr Zelensky has issued a warning.
00:17General Winter will bite back against Russia.
00:20The oldest ally of Russia, the mythical general that has so long served Russia's needs,
00:26is going to switch uniforms. Putin this winter, Ukraine is going to hurt you. Turnabout is fair play.
00:34That was the message Zelensky delivered in his September 23rd speech at the United Nations General Assembly.
00:40Noting that Russia as a permanent member of the UN Security Council would surely be watching,
00:45Zelensky told those assembled that retaliation would come if Russia continued with its plan
00:50to shatter Ukraine's energy ecosystem this winter.
00:54Ukrainians understand that this winter may be very hard for us, but in response,
00:58we will have no other choice but to make it painful for Russia as well, Zelensky declared.
01:03And to inflict that pain, Ukraine will turn perhaps the most important military figure in Russia's history against it.
01:09General Winter, who has helped Russia defend its frigid territory from invasions for centuries,
01:14will deliver a deep, dark and devastatingly freezing blast to Russia if the winter strikes continue.
01:20No Russian official could ever imagine that General Winter, who fought for Russia for centuries,
01:26would one day switch sides and support those defending themselves from Russia,
01:30Zelensky proudly pointed out.
01:32He's right. Russia has been betrayed by its biggest and best ally.
01:37At least it will be, assuming that Putin doesn't take the off-ramp that Ukraine is offering to him.
01:41We're going to go deeper into what all of this means for Russia, but first, if real, human-made military
01:47reporting matters to you,
01:49subscribe and tell us what you think below.
01:52You can also become a member for exclusive content while directly supporting the work behind the channel.
01:57What's coming for Russia this winter is conditional.
02:00The Russian off-ramp is the halting of its attacks against Ukraine's power stations and other energy infrastructure.
02:06If Putin doesn't change course, the Ukrainian strikes against oil refineries and Russian oil infrastructure,
02:13especially that used to help the Kremlin fund Putin's war, will intensify.
02:17So the big question has to be asked, will Putin agree to an energy strike ceasefire?
02:22The signs right now aren't especially promising, despite proposals for such a ceasefire being bandied around.
02:29Zelensky has been calling for an energy ceasefire for a while.
02:32The most recent of those calls came during the UN General Assembly,
02:36when Zelensky said that Ukraine is ready to hold a trilateral meeting with Russia and the US to agree to
02:42the terms of the ceasefire.
02:43Leaders should be moving as quickly as possible to end the war in Ukraine, CNBC reports Zelensky is saying.
02:49The US seems to agree.
02:51On September 24, United24 media reported that the Trump administration has proposed an energy ceasefire,
02:57along with a deal that would ensure both Russian and Ukrainian merchant vessels can transit through the Grain Corridor,
03:04which runs through the Black Sea.
03:06The US proposal has three steps.
03:08First, an immediate energy ceasefire.
03:10Then the halting of strikes in the Black Sea.
03:13And finally, the converting of the trilateral meeting Zelensky wants,
03:17potentially to be held in the neutral territory of Abu Dhabi.
03:20If not there, then perhaps the G20 summit set to be held in Miami later in the year could be
03:25the venue for these talks.
03:27The US seems to be optimistic, and it's clear that Ukraine is on board with making the deal that could
03:32save Russia from General Winter.
03:33But Russia, well, Russia is a country led by Putin.
03:38And Putin is a madman who doesn't seem to realize just how bad this winter could get for his people
03:42if he decides to trade strikes back and forth with Ukraine.
03:46Russia hasn't made any real statement on the latest calls for an energy ceasefire.
03:51If we were going to bet, we'd gamble that Russia is going to say no.
03:55After all, it already has at least once before.
03:58On September 14th, US President Donald Trump claimed that Russia and Ukraine had both agreed to halt their energy infrastructure
04:04strikes.
04:05Both sides seem to be caught off guard by this declaration, leading to Zelensky claiming that Ukraine would reciprocate on
04:12the arrangement as long as its allies could offer him a firm guarantee that Russia would pause its strikes.
04:17Nothing came back from Russia.
04:18Right after Trump's announcement, drones and missiles were flying once more.
04:23It's hard for a logical person to understand why Putin would want to agree to an energy ceasefire when he
04:29knows how much damage Ukraine can do to his country.
04:31But then there never seems to be much logic coming out of Putin these days.
04:35And it seems likely that Russia's leader believes that Russia's own winter attacks will be enough to cow Ukraine into
04:42submission.
04:43Again.
04:44Just like they were supposed to have done the last four times that Russia tried this tactic.
04:48According to the Institute for the Study of War, or ISW, Russia seems hell-bent on using a long-range
04:54energy strike strategy against Ukraine, likely because of how poorly Russian forces are doing on the ground.
05:00Putin has declared that Ukraine must feel Russian strikes in response to its own deep strike strategy.
05:06We assume this means that Putin is unaware of the constant long-range attacks Russia has used since the beginning
05:11of its invasion.
05:13Maybe he thinks he has come up with a new and brilliant strategy as he bumbles around in his bunker.
05:18The ISW suggests that the Kremlin will not even consider making concessions in any sort of negotiation until the end
05:25of its own winter campaign.
05:26And we don't want to undersell this.
05:28Sarcasm aside, Russia does indeed do a lot of damage with its winter strategy.
05:33Russia's attacks in the winter of 2025 and into 26 were especially damaging, the Office of the Commissioner for Human
05:40Rights of the United Nations points out.
05:42Ukraine struggled with its coldest winter since 2010, with temperatures plunging to minus 20 degrees Celsius in some areas of
05:49the country.
05:50Russia took full advantage by battering Ukrainian energy and heating infrastructure, leaving thousands of civilians to brave the cold in
05:57the dark with no central heating.
06:00Outages cut water supply in multi-storey buildings, disrupted healthcare, closed schools and drove some people to leave their homes,
06:07the Office says.
06:08These winter strikes weren't unique.
06:10They were simply the worst of Russia's attempts to employ general winter against Ukraine yet seen.
06:15Viewing Russia's strikes through a wide lens, Putin's forces have unleashed dozens of attacks against Ukraine's energy infrastructure since Putin
06:23launched his invasion.
06:24The exact number varies depending on the source.
06:27According to Dixie Group, Russia has carried out at least 64 large-scale attacks on Ukraine's energy infrastructure since February
06:352022, employing 2,900 missiles and 12,700 strike drones in the process.
06:42That information comes from an analysis of the Energy Map portal, which is the largest open database providing data about
06:49Ukraine's energy industry.
06:51The Dixie Group also highlights Russia's escalation of these attacks, noting that Russia used about 2,800 missiles and drones
06:58to attack Ukraine's energy infrastructure between 2022 and 2024.
07:02By early 2025, the number had risen to about 12,800, the organization says, suggesting 10,000 or so projectiles
07:10launched over a little more than a year, compared to about a quarter as many over the previous three.
07:15The Center for European Policy Analysis or SEPA has a different number.
07:20It says that Russia has launched 84 attacks on Ukraine's hydroelectric, thermal and nuclear power plants between April 2022 and
07:28April 2026, along with 187 strikes on power substations in the same period.
07:34It isn't clear how many of these attacks are categorized as massive.
07:38Still, if all was as it has been for so many years, you could see Putin's logic in refusing to
07:43agree to an energy ceasefire.
07:45Ukraine gets the much worse end of the stick with these kinds of strikes, as it's Russia that has had
07:49the ability to launch long-range attacks at scale when Ukraine couldn't.
07:53But it's 2026 now, everything has changed. Putin's miscalculation is that he seems to believe that Ukraine can't follow through
08:00on the threat that Zelensky has made to turn General Winter against Russia.
08:04This may be the biggest mistake Russia's leader has made yet, and he has made plenty.
08:08We'll explain why in a moment, but first, this is a reminder that you're watching the military show.
08:13There's a lot more where this comes from, so make sure you're subscribed to the channel and have notifications enabled
08:18if you're getting value from our videos.
08:19The big difference between now and previous years is that Ukraine can hit Russia back.
08:25If Putin were paying attention and wasn't so obsessed with reusing a strategy he believes has worked before,
08:30he would be able to see that General Winter is turning on him.
08:34After all, it's not as though 2026 hasn't provided Putin with enough evidence.
08:38Take Russia's fuel crisis as an example.
08:41In 2026, Ukraine has launched a withering and seemingly relentless series of strikes against Russia's oil refining sector.
08:48The result has been a fuel crisis that started in occupied Crimea, spread throughout Russia, and seems to be showing
08:54no signs of letting up,
08:56even as Russia tried to claim to have everything under control.
08:59According to IntelliNews, Russia now faces a third wave of fuel shortages, relating as much to diesel as gasoline this
09:06time around.
09:07The first three weeks of September saw Ukraine damage eight of Russia's refineries through 12 different strikes.
09:13That followed on from a record-breaking August when Ukraine carried out 29 strikes.
09:19By September 24th, about 53% of Russia's refining capacity was offline due to unplanned repairs, amounting to about 477
09:29,000 tons of oil per day that isn't getting processed.
09:32That suggests this third wave of the fuel crisis is going to be worse than any that came before.
09:38During the worst of the first wave, which happened during mid-summer,
09:41Russia's refineries were processing 575,000 tons of oil per day.
09:46All of this is happening as the crisis in the Gulf region continues,
09:50and oil isn't moving out of the Strait of Hormuz at anywhere near the pace needed to make up for
09:55all of Russia's losses.
09:56A global diesel shortage is developing, and Russia, which is a nation that has always been self-reliant when it
10:02comes to fuel, is suffering.
10:04Reuters says that this shortage is likely to last until 2027, as fuel that was being kept in storage tanks
10:10is being drained to make up for the shortfall.
10:12On September 23rd, the Moscow Times reported that several Russian regions are also reintroducing the fuel caps they had earlier
10:20in 2026.
10:21The worst affected seems to be Siberia's Zabikalski region, where motorists are being limited to 15 litres of fuel per
10:29vehicle across 48 different gas stations.
10:31Of course, attacks on Russia's fuel sector aren't an exact equivalent to Russia's strikes on Ukraine's energy infrastructure.
10:38Russians aren't going to lose heating or power as a result of the refineries running dry.
10:43But what they will lose is the ability to move around and work during the winter.
10:47They'll lose any sense of certainty that they're safe from Ukrainian strikes,
10:51as the drones seem to be able to hit any target that Ukraine chooses, that will be worrying.
10:56After all, how long will it be before Ukraine really turns General Winter back on Russia and starts hitting power
11:02stations?
11:03That's the question that will be doing the lapse in many a Russian mind, especially so for those who know
11:08what's been happening in Crimea.
11:10It's fair to call Crimea the epicentre of the shortages that have racked Russia for months now.
11:15It experienced fuel shortages first, so we could say that what happens in Crimea is a portent of things to
11:21come for much of the rest of Russia.
11:23Well, Ukraine has been hitting energy infrastructure in Crimea.
11:27Strikes against power stations and substations have plunged occupiers on the peninsula into darkness several times already in 2026,
11:35and there is no sign that Ukraine will let up as the year progresses into winter.
11:40Electricity consumption fell in Crimea between July 1st and 20th, dropping by 42% year-on-year.
11:46Nighttime lighting was also down in mid-July compared to April, falling by 83%.
11:52And at one point, 1.4 million people on the peninsula were without power at the same time, the new
11:58voice of Ukraine reports.
11:59This is the sort of thing that lies ahead for Crimea, as well as several Russian regions,
12:04if Putin doesn't agree to a ceasefire and Ukraine's version of General Winter is unleashed.
12:09We're already seeing portions of occupied Donetsk being plunged into darkness, as UA News reported on September 18th.
12:17The spread is happening. Russian territory will be next.
12:20And any hope that Russia's people might have had that such problems will be restricted to the occupied territories is
12:26dashed by the realization that Ukraine can now conduct strikes around 3,000 kilometers from its border with Russia.
12:34Siberia has been feeling that pain as Ukraine has hit a refinery and a gas plant in that region.
12:40The message here is that Ukraine's drones can now reach anywhere of consequence in Russia.
12:45And with Zelensky approving a new series of long-range strikes on September 19th,
12:49the prospect of more direct attacks against Russian energy infrastructure is looming.
12:54An eye for an eye is what Zelensky has threatened.
12:57Now, unlike any other winter during the war, Ukraine is able to back up its threats of retaliation.
13:02As the Kremlin panics, Putin and some of his cronies think that they may have come up with a solution
13:07to Russia's oil problems at the very least.
13:10The Vostok oil project has been activated.
13:13And Putin believes that the way to combat General Winter is to pump oil from one of the coldest places
13:18on Earth back into Russia.
13:20It isn't going to work, and here's why.
13:22The promises coming out of the Vostok project are big, and if kept, they could be enough to help Russia
13:28overcome its fuel crisis
13:29and get its oil revenue back on the footing needed to mitigate Ukraine's strikes during the upcoming winter months.
13:36Reuters reports that September 24th saw Russia officially open Vostok oil after years of sanctions and delays forced the project
13:44to be put on ice.
13:45Sorry about the pun.
13:46This project is being run by the state-owned Rosneft oil company, and it involves Russia using special ice-breaking
13:53tankers to ship oil back and forth from a project that is supposed to be capable of producing 2 million
13:59barrels of crude oil per day.
14:01The Moscow Times reports that Rosneft's CEO Igor Sechin is making bold claims about how Russia's new crude oil wellspring
14:09will deliver 30 million tons of crude oil in 2027, with later output rising to 100 million tons annually.
14:16Of course, Rosneft will need more ice-breaker tankers for that, 40 of them in fact, and that's where we
14:21start to see Russia's supposed Arctic oil lifeline unravel.
14:24For a start, and as UATV reports, Vostok isn't really an addition to Russia's crude oil capacity.
14:30Rather, the oil that it could produce will just offset losses from older oil fields that are no longer bearing
14:36fruit.
14:36But more concerning for Russia is that even if it's able to maximize production from Vostok before Ukraine's general winter
14:42strikes, it will face another problem.
14:44Finding a buyer will prove difficult.
14:47The reason is that the U.S. has passed a bill, championed by deceased Senator Lindsey Graham, that allows America
14:53to apply tariffs on any nation that buys Russian oil.
14:55The bill is signed by Trump, so any country that buys oil from Russia now has to ask itself some
15:01serious questions.
15:02Does the nation keep buying discounted oil, risking tariffs while feeding the Kremlin's war chest, or do these nations finally
15:09extract themselves from cheap Russian oil, thus avoiding tariffs?
15:13Putin will hope for the former as winter approaches. He may be disappointed.
15:18Even before the Graham bill passed, there were signs that Russia's second biggest oil customer, India, was starting to pull
15:24away.
15:24At one point, Indian refineries were buying up to 2 million barrels of Russian oil daily.
15:29In September, it's estimated that Indian imports of Russian crude will drop to around 1.4 million barrels.
15:36With Graham's bill passed, the number may continue to decline, and we may also start to see China buying less
15:42Russian oil.
15:43All of this matters in the context of Ukraine's plan to use general winter against Russia, because it means less
15:49money generated by the Kremlin.
15:51In this case, Russia losing out won't just be about weakening the Russian offensive on the front.
15:56When the Kremlin has less money, it can't buy as many of the components and pieces of machinery needed to
16:01carry out the repairs in the wake of Ukraine's strikes.
16:04Spending has to be prioritized, and with Putin so obsessed with Ukraine, you can bet the money Russia does get
16:10will go toward the war effort, and not the Russian people.
16:13Vostok won't save Russia. It's nowhere near being ready for this winter, even if Russia had its usual buyers.
16:20And so, if Ukraine is forced into retaliatory winter strikes, those strikes are going to be multi-layered, and they'll
16:26do more pain to Russia than Putin ever expected.
16:29Before we wrap up, there's an elephant in the room that must be confronted.
16:32As dangerous as Ukraine's threat of using general winter against Russia may be, there's no denying the general will likely
16:39be working for both sides.
16:41Russia does decide to say no to an energy strike ceasefire.
16:44It will try to cause as much damage to Ukraine's energy infrastructure as possible.
16:48Ukraine has to prepare, and it's doing just that.
16:51According to UNN, Ukraine's Energy Minister Deniz Shmial has already assured Ukrainian people that water prices will still be determined
16:59by local authorities and that they include the cost of protecting infrastructure.
17:03In other words, protection is in place.
17:06SEPA adds that Ukraine has started to employ a clever dispersal strategy, which is seeing it build what are dubbed
17:11Energy Hundreds.
17:13These amount to a massive network of small, generating facilities that can operate autonomously and are spread out around the
17:19country.
17:20In August, 1.8 gigawatts of gas generation, along with a gigawatt of energy storage, was operating via this dispersal
17:27system.
17:28Ukraine hopes to have another 800 megawatts online by the end of the year.
17:33Now, this isn't a perfect solution for the upcoming winter.
17:36Ukraine's mid-winter power consumption is about 18 gigawatts, SEPA points out.
17:41But what we're seeing here is the beginning of a clever strategy that ensures Russia can't knock out power for
17:46everybody by targeting large generation facilities.
17:49Small generation facilities, operating all over the country, make for harder targets, while minimizing the impact of Russia's winter assault.
17:57On top of this, SEPA notes, Ukraine has EU-backed financing that is funding containerized cogeneration units all over Kyiv.
18:04Gas fired and capable of producing heat and electricity, these facilities will enable heating systems to keep running even if
18:10Russia can shut down the national grid.
18:12As ever, we see Ukrainian ingenuity coming to the fore.
18:16Ukraine is finding new ways to protect its people, even as it prepares to unleash its own version of General
18:21Winter on Russia.
18:23So much of what comes next is going to depend on whether an energy ceasefire deal can be reached.
18:27But if there's one thing that we can say for sure, it's that Russia knows that Ukraine can hit whatever
18:33it wants to hit to make General Winter more dangerous for Russia than ever.
18:37We saw that just a few days ago, when Ukraine unleashed a devastating attack on Russia's capital Moscow.
18:43You can find out more about that attack and what it means by watching our video.
18:47Before you head off to do that, subscribe and tell us what you think in the comments below.
18:52And if you want even more from the channel, consider becoming a member for access to exclusive content.
18:57And thank you for watching.
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