HeyJaredProfessor Gerdes Explains
I reviewed 5 days of economic news in Russia. It is a dumpster fire. To support me as as I provide Ukraine war context: Patreon: https://www.patreon.com/ProfessorGerdesExplainsBuy Me A Coffee: https://buymeacoffee.com/professorgerdesPaypal:…
- Indexed episodes, last 90 days
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- Sep 10, 2026
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- Aug 6, 2026
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UKRAINE HAD A FANTASTIC 48 HOURS (opens the original)
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I examine the reported Ukrainian strikes that reached from Sochi and Novorossiysk to Makhachkala, Dagestan—Russia’s only ice-free deep-water port on the Caspian Sea. Makhachkala is described as a key Russia-Iran logistics node for military-related cargo, including components and Shahed-type attack UAVs. Ukraine also reported damage to fuel-oil storage in Novorossiysk and three Russian vessels: the Admiral Essen frigate, the Pyotr Morgunov landing ship, and a Zelenodolsk-class small minesweeper.I
Ukraine Found Russia’s Weak Point—Sun Tzu Saw It Coming (opens the original)
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Sun Tzu would be Proud of Ukraine. Russia is trying to turn this war into a contest of manpower, ammunition, industrial capacity, and endurance. I explain why Ukraine’s answer is to refuse Russia’s terms—using intelligence, technology, speed, and asymmetric warfare to produce disproportionate effects with limited resources.I examine how AI-guided drones, Ukraine’s new RK-19 air-defense missile, and the emerging Patriot interceptor strategy reflect Sun Tzu’s central principles. I also look at Rus
Russia Is Drowning in Grain—and Running Out of Gas (opens the original)
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I examine Russia’s fuel shortages, collapsing Black Sea oil and wheat exports, grain glut, farm-bankruptcy risk, sanctions pressure on Aeroflot, and rising military spending. Ukraine’s strikes and blocked logistics are exposing how Russia’s war economy depends on energy, transport, and export access.00:00 Europe’s Energy Shortage and Russia’s Grain Surplus01:41 War Costs and Russian Oil Export Decline04:00 Fuel Shortages and Belarus Supply Limits05:08 Aeroflot, Sanctions, and Transport Strain06:
Putin’s Warships Were Supposed to Be Safe—Until Now (opens the original)
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I examine the reported Ukrainian long-range drone strikes on Novorossiysk, where fires were reported at the naval base, military port facilities, and a fuel-oil terminal. Ukrainian officials said warships, including Kalibr missile carriers, were targeted, but the precise damage to vessels remains unconfirmed. That uncertainty matters: Novorossiysk has been a key Black Sea Fleet haven as Ukraine has repeatedly threatened Russian positions in Crimea.I also assess reported strikes across Belgorod,
Ukraine Just Secured 1,000 Patriot Missiles for Winter (opens the original)
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I examine Germany’s announcement that it will urgently transfer PAC-2 Patriot interceptors from national stocks and pursue contracts for roughly 1,000 Patriot missiles for Ukraine through an EU-backed loan. With winter approaching and Russian ballistic-missile and drone attacks intensifying, this is more than another aid pledge: it could directly affect Ukraine’s ability to protect cities, energy infrastructure, and civilian life. Germany is also increasing AIM-9 deliveries, while Ukraine seeks
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