11/06/2026
Ukraine just sent drones about 870 miles into Russia and hit the TITANIUM plant in Berezniki, part of VSMPO-AVISMA, the company behind roughly 96% of Russia’s titanium sponge.
That gray, porous lump of metal sits at the start of a supply chain feeding Su-30, Su-34 and Su-35 fighters, Tu-95 and Tu-160 strategic bombers, Kalibr cruise missiles, and the Votkinsk plant that builds Iskander and Yars missiles.
In this video I explain what titanium sponge is and why it’s so hard to make, how one company came to hold almost all of Russia’s production (and once supplied about a third of Boeing’s titanium), and what we actually know about the damage. Russia says it was minor and Ukraine hasn’t shown otherwise, so I also cover why stockpiles, repair times and a possible second strike will decide whether this hit becomes a real bottleneck for Russia’s war machine.
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- Chapters!
- 00:00 Ukraine Strikes Russia’s Biggest Titanium Supplier
- 02:55 Ukraine’s 870-Mile Drone Attack
- 03:42 What We Know About the Damage
- 04:12 How Titanium Sponge Is Made
- 05:31 Why Russia’s Magnesium Production Matters
- 06:21 Inside Russia’s Titanium Supply Chain
- 07:01 The Connection to Russian Missiles and Fighter Jets
- 08:13 Why One Company Produces 96% of Russia’s Titanium Sponge
- 09:04 Can Russia Replace Its Titanium Supply?
- 09:37 How Industrial Shortages Threaten Weapons Production
- 10:05 How Badly Was the Factory Damaged?
- 11:10 Will Ukraine Strike the Titanium Plant Again?
- 11:57 How Russia’s Titanium Supplied Boeing and Airbus
- 13:31 Ukraine Targets the Roots of Russia’s War Machine
- 14:33 The Difficult Choices Facing Russia’s Defense Industry