Tuesday, May 24, 2022

Russia/Ukraine War Update - May 25th, 2022

*** MILITARY SITUATION ***

Ukrainian TVD, Day 80-88. The past 9 days has seen one of the most fluid periods to date in the Russo-Ukrainian War. The most significant developments have been the surrender of Ukrainian forces in Mariupol & the Russian breakthrough around Popasna.


Kharkiv OD. The Ukrainian counteroffensive has likely stalled due to recent Russian spoiling attacks in the Ternova & Rubizhne area. Russian forces retain a shallow 10km strip of occupied territory on the border within artillery range of Kharkiv.  Russia likely intends to maintain a presence west bank of the Siverskyi Donets rather than use the length of the river as natural obstacle Ukrainian forces must cross. With a bridgehead already over the river at Staryi Saltiv, Ukrainian forces can still threaten Vovchansk.


Severodonetsk-Donetsk OD. Despite continued heavy losses in the Severodonetsk-Donetsk OD, Russian forces have successfully achieved a localized breakthrough in the Popasna area as well as numerous incremental gains along the Izium & Lyman axes & between Horlivka & Donetsk.  The Russian MoD allocated a small operational maneuver group (OMG) of its most capable forces to punch through the secondary Popasna defensive line and exploit this breach toward Soladar in the west and Lysychansik to the north, likely with the intent of forming a cauldron. Russian forces appear to be leveraging the advantage of Luhansk’s dense rail network to keep forward forces adequately supplied. The OMG in Popasna has made better use of combined arms, a doctrinal approach to breaching prepared defenses, and integrating new combat assets.

Zaporizhzhia OD. Russian & Ukrainian activity in the Zaporizhzhia OD has increased over the past week. Between Marinka & Vuhledar Russian units launched a series of assaults that captured a few small towns & villages in the Novomykhaillvka area. Russian MoD reports that it defeated a counterattack by 2x Ukrainian battalion’s between Hulyaipole & Malynivka on 16 May. Ukrainian sources report an increased presence of Russian troops & equipment in Polohy, likely for a renewed push towards Orikhiv.


Partisan activity remains active and disruptive in Russian occupied areas, particularly Melitopol & Enerhodar. Russian occupation authorities in Melitopol claim guerillas have attacked artillery & air defense systems throughout the region.

Odesa-Kherson OD. There has been little combat activity in the Kherson-Odesa OD over the past week. Ukrainian & Russian efforts have mostly focused on improving their tactical positioning. Russian authorities continue to solidify control over the population of Kherson Oblast.


Black Sea OTMO. The Russian blockade of Odesa continues. The Black Seas Fleet remains active in the western Black Sea to interdict shipping in and out of Odesa, as well as conduct cruise missile strikes against critical Ukrainian infrastructure throughout Ukraine.


VKS sorties are averaging 250 for a 24-hrs period. Close air support of units operating the Donbas has substantially increased, particularly in the Lyman area. Recent VKS losses include 2x fighter jets (unknown type), 2x helicopters, & 12x UAVs.

Anecdotal reporting and generalized statements by Ukrainian/Russian officials of combat losses along the Izium-Lyman-Severdonetsk-Popasna line of operation state a high rate of losses in both troops & equipment among Russian & Ukrainian forces.

Russia is attempting to place intense pressure on Africa and those parts of Asia that depend on Ukrainian Wheat exports in a likely attempt to force the restart of negotiations. Italy has introduced a 4-point plan to the UN for an end to hostilities.


Russia’s push against Severodonetsk will likely determine the success or failure of this current phase of the war. Russian failure to secure the borders of Luhansk & at least make a meaningful advance into Donetsk risks not achieving the Kremlin’s aims.  As stated previously, the breakthrough at Popasna has been the result of a better application of doctrinal methodologies and the integration of new combat assets (like BMPT AFV) that has allowed Russian forces to maneuver more effectively and outflank Ukrainian defenses. Likewise, supporting this has been a missing element of Russian offensive capability, effective supply of sustained combat operations. The Popasna OMG has remained effective largely in part because it has been better supplied than previous Russian offensives.  However, the stability of the Russian breakout from Popasna depends on the long-term coherence of this OMGs logistic sustainment. Otherwise it will be unable to make gains for much longer, let alone create a cauldron in Severodonetsk that forces Ukraine forces to withdraw.

ISW Assessment

Russian forces have likely abandoned efforts to complete a single large encirclement of Ukrainian forces in eastern Ukraine and are instead attempting to secure smaller encirclements—enabling them to make incremental measured gains. Russian forces are likely attempting to achieve several simultaneous encirclements of small pockets of Ukrainian forces in Donetsk and Luhansk oblasts: the broader Severodonetsk area (including Rubizhne and Lysychansk), Bakhmut-Lysychansk, around Zolote (just northeast of Popasna), and around Ukrainian fortifications in Avdiivka. Russian forces have begun steadily advancing efforts in these different encirclements daily but have not achieved any major “breakthroughs” or made major progress towards their stated objectives of securing the Donetsk Oblast borders or seizing all of Donbas. Luhansk Oblast Administration Head Serhiy Haidai reported that Ukrainian forces only controlled approximately 10 percent of Luhansk Oblast as of May 15 (compared to 30 percent prior to the full-scale Russian invasion on February 24, 2022).[1] Russian forces have secured more terrain in the past week than efforts earlier in May. However, they have done so by reducing the scope of their objectives—largely abandoning operations around Izyum and concentrating on key frontline towns: Russian performance remains poor.

Russian forces will additionally likely face protracted urban combat if they successfully encircle Severodonetsk (as well as in other large towns like Bakhmut), which Russian forces have struggled with throughout the war. Russian forces are committing a significant number of their troops, artillery, and aircraft to defeat Ukrainian defenders in Luhansk Oblast and are likely pulling necessary resources from the Izyum axis, defensive positions around Kharkiv City, Donetsk City, and the Zaporizhia area. Luhansk Oblast Administration Head Serhiy Haidai has previously compared Ukrainian forces in Luhansk Oblast to the previous defenders of Mariupol, which aimed to wear out Russian forces and prevent further offensive operations.[2] The UK Defense Ministry also noted that a Russian victory over Severodonetsk will only worsen Russian logistical issues and extend Russian ground lines of communication (GLOCs).[3] Russian forces are making greater advances in the past week than throughout the rest of May—but these advances remain slow, confined to smaller objectives than the Kremlin intended, and face continued Ukrainian defenses; they do not constitute a major breakthrough.

Senior Kremlin officials are increasingly openly admitting that the Russian offensive in Ukraine is moving slower than anticipated and are grasping for explanations to justify the slow pace. Russian Defense Minister Sergey Shoigu claimed that Russian operations in Ukraine are progressing slowly because Russian forces want to afford civilians the opportunity to evacuate, though Russian forces have targeted Ukrainian civilians throughout the war and repeatedly denied Ukrainian attempts to negotiate humanitarian evacuation corridors.[4] Shoigu’s statement is notably his first admission that Russian forces are behind schedule and is the first official statement on the pace of the war since Belarusian President Alexander Lukashenko stated that the operation was “dragging” on May 4.[5] Russian milbloggers are criticizing Shoigu’s claimed consideration for civilians and claimed that Soviet troops would not have cared if “Nazi” civilians evacuated, part of the growing Russian nationalist reaction that the Kremlin is not doing enough to win the war in Ukraine.[6] Director of the Russian Foreign Intelligence Service Sergey Naryshkin stated that the ultimate goal of the Russian offensive is to ensure “Nazism” is “100% eradicated, or it will rear its head in a few years, and in an even uglier form.”[7] Naryshkin and Shoigu’s statements indicate that Russian officials are likely setting conditions for a protracted war in Ukraine in order to justify slower and more measured advances than initially anticipated.

Forcefully mobilized servicemen from the Donetsk and Luhansk People’s Republics continued to protest the Russian and proxy military command. Servicemen of the 3rd Infantry Battalion of the 105th Infantry Regiment from the Donetsk People’s Republic (DNR) recorded a video appeal to DNR Head Denis Pushilin wherein they claimed they were mobilized on February 23 and that they have been forced to actively participate in hostilities despite their lack of military experience. The battalion stated that they served on the frontlines in Mariupol and have been redeployed to the territory of the Luhansk People’s Republic (LNR) with only 60% of their original personnel and are now dealing with severe morale issues and physical exhaustion. The battalion notably claimed that the servicemen did not go through routine medical inspection prior to service and that many are suffering from chronic illnesses that should have rendered them ineligible for service. The video appeal is consistent with numerous reports from Ukrainian and Western sources that proxy forces are largely forcibly mobilized, poorly trained, and suffering from declining morale, but is notable due to the willingness of the DNR servicemen to publicly express their discontent.[8]

-Russian forces have taken control of three Donetsk region towns including Svitlodarsk, according to the regional governor, Pavlo Kyrylenko. Earlier today, it was reported that Russian forces had entered Svitlodarsk and hung up a Russian flag over the city administration building.

-The governor of Luhansk has delivered a warning that it is too late for thousands of civilians to be evacuated from the besieged city of Sievierodonetsk, as it faced a sustained Russian effort to take the city and the parts of the province still held by Ukraine. Surrounded on three sides by Russian forces who have been attempting to complete their encirclement of the pocket around the city, Sievierodonetsk and the towns and villages to its west have been under intense bombardment in recent days. Fifteen thousand residents were still believed to be in the city hiding in shelters from what Ukraine’s foreign minister, Dmytro Kuleba, described as “the largest [offensive] on European soil since the second world war”. Russian forces have been attempting to cut Ukrainian supply lines to Sievierodonestsk by trying to control key roads to the west.

-The governor of Ukraine’s eastern Luhansk region said the situation there “is only getting worse” as Russian troops advance.“The situation is very difficult and unfortunately it is only getting worse. It is getting worse with every day and even with every hour,” said governor Sergiy Gaidai. “They are simply eliminating Severodonetsk from the earth.”

*** ECONOMIC & POLITICAL ***

-Russian Foreign Minister Sergei Lavrov said his country will focus on strengthening ties with China, saying the two neighboring countries have common interests and can make technological advances together. “Now that the West has taken the position of a ‘dictator,’ our economic ties with China will grow even faster,” Lavrov said, according to a transcript published by Russia’s Foreign Ministry on May 23. Lavrov said Russia and China have “common interests” in international affairs and the two sides can reap the benefits of working closely on technology. “This is an opportunity for us to realize our potential in the field of high technology, including nuclear energy, but also in a number of other areas,” Lavrov added.

-Tuesday was a jammed-packed day for food protectionism developments across Asia. India announced a sugar export ban, and Malaysia halted shipments of chicken. Like many others in the region, both countries suffer from high inflation. Each respective government and central bank seeks to suppress inflation, and what appears to be the move at the moment (besides raising interest rates) are protectionist measures. If inflation continues to run hot in these countries, the risk of socio-economic turmoil increases. Today's events first began with India. Bloomberg reported earlier that sources expected a sugar export ban was imminent. The Indian government announced the new trade restrictions late in the US cash session. Following India's lead, Malaysia announced trade restrictions on chickens to curtail rising prices. We suspect more countries to announce protectionist measures to quell food inflation, though such trade restrictions will only exacerbate food insecurity worldwide.

-Beijing warned on Monday it would take all necessary measures to defend its territorial integrity, and urged Washington not to “underestimate” the resolve of the Chinese people. The rebuke came hours after US President Joe Biden vowed to use military force to defend Taiwan if necessary. China considers the island an inalienable part if its territory. “The Taiwan issue is a purely internal affair for China,” Foreign Ministry Spokesman Wang Wenbin told reporters, adding: “on issues touching on China's core interests of sovereignty and territorial integrity, China has no room for compromise or concession.”

-US President Joe Biden signed a memorandum on Monday designating Colombia as a major non-NATO ally of the United States, a special status that will grant Bogota multiple defense and trade privileges in its relations with Washington.

-The US plans to invest billions on Arctic defense including modernizing its Thule Air Base in Greenland, Danish newspaper Berlingske reported on Monday, citing an American military report. Neither Denmark nor Greenland have been informed of the plans, it claimed. According to the outlet, the Washington has given the green light to “significant investments” into its northernmost outpost amid, what it called, “increasingly aggressive” behavior from Russia. Citing a statement from the US Air Force, Berlingske wrote that the money would go to upgrading aging infrastructure at Thule. No further details on the matter have been provided and the American embassy in Copenhagen reportedly declined to elaborate.

-New Zealand announced on Monday that a small number of its soldiers will be flying to the UK to train Ukrainian artillery crews, thereby also serving to confirm the rumor that London is preparing to send Kiev its own L119 light howitzers. Some 30 New Zealand Army personnel will stay in Britain through the end of July for the training mission, Prime Minister Jacinda Ardern explained. Wellington has already spent about 15.7 million NZ dollars (approximately $10 million) on aiding Kiev, including donations of military equipment and intelligence support using commercial satellite assets.

-Germany has failed to supply Poland with battle tanks after Warsaw depleted its own stocks to send heavy equipment to Ukraine, Polish President Andrzej Duda told Germany’s Die Welt newspaper on Tuesday on the sidelines of the World Economic Forum in Davos. Poland has “weakened” its own military potential by using its own capacity to supply Kiev with “a large number of tanks,” Duda said, adding that Warsaw had expected support from NATO, and Berlin in particular. Most of Poland’s tanks are German-made Leopards, the president explained, adding that Berlin earlier promised to replace military hardware delivered to Ukraine.

-The president of the European Commission has said that EU nations continue to buy Russian oil, despite pledging to fully cut energy dependence on Moscow, to prevent it from selling crude elsewhere at a steeper price. The explanation came after MSNBC host Mika Brzezinski pressured Ursula von der Leyen on why the EU didn’t impose a full embargo, during an interview on Monday.

-An international naval coalition should be put together to ensure ships carrying Ukrainian grain can leave Black Sea ports amid an alleged Russian blockade of the coastline, Lithuanian Foreign Minister Gabrielius Landsbergis has suggested. Landsbergis proposed the idea during talks with UK Foreign Secretary Liz Truss in London on Monday, he explained to the Guardian in an interview. Truss reportedly voiced Britain’s support, in principle, for such a coalition.

-Americans are becoming less supportive of punishing Russia for launching its invasion of Ukraine if it comes at the expense of the U.S. economy, a sign of rising anxiety over inflation and other challenges, according to a new poll. While broad support for U.S. sanctions has not faltered, the balance of opinion on prioritizing sanctions over the economy has shifted, according to the poll from The Associated Press-NORC Center for Public Affairs Research. Now 45% of U.S. adults say the nation’s bigger priority should be sanctioning Russia as effectively as possible, while slightly more — 51% — say it should be limiting damage to the U.S. economy. In April, those figures were exactly reversed. In March, shortly after Russia attacked Ukraine, a clear majority — 55% — said the bigger priority should be sanctioning Russia as effectively as possible.

-Ukraine’s foreign minister, Dmytro Kuleba, said the Russian offensive in the Donbas is “the largest one on European soil since WWII”. He urged allies to “speed up deliveries of weapons and ammunition”. The UK’s Ministry of Defence said Russia has increased the intensity of its operations in the Donbas as it seeks to encircle Severodonetsk, Lyschansk, and Rubizhne in order to place the whole of Luhansk oblast under Russian occupation.

-Ukraine is gathering the bodies of dead Russian soldiers found in formerly occupied towns in the hope of exchanging them for prisoners of war or for Ukrainian bodies. In Kharkiv, 60 bodies were retrieved and stacked in a refrigerated rail carriage, Reuters reports.

-Veteran US statesman Henry Kissinger has urged the West to stop trying to inflict a crushing defeat on Russian forces in Ukraine, warning that it would have disastrous consequences for the long term stability of Europe. The former US secretary of state and architect of the Cold War rapprochement between the US and China told a gathering in Davos that it would be fatal for the West to get swept up in the mood of the moment and forget the proper place of Russia in the European balance of power. Dr Kissinger said the war must not be allowed to drag on for much longer, and came close to calling on the West to bully Ukraine into accepting negotiations on terms that fall very far short of its current war aims.

-A new survey has found that 82% of Ukrainians believe that their country should not sign away any of its territories as part of a peace deal with Russia under any circumstances.

-Russia’s parliament has passed a bill giving prosecutors powers to shut down foreign media bureaus in Moscow if a western country has been “unfriendly” to Russian media.

-More grocery stores have increased their prices to consumers for an iconic No. 1 size can of Campbell's Condensed Tomato Soup. Here's how prices have changed since our previous snapshot of prices at ten of the U.S.'s largest grocery-selling retailers roughly two months ago.

    Walmart: $1.17/each, unchanged
    Amazon: $0.99/each, unchanged (Lowest)
    Kroger: $1.25/each, unchanged
    Walgreens: $1.50/each, unchanged when you buy 2 cans
    Target: $1.29/each, increase of $0.10 (+8.4%)
    CVS: $2.19/each, increase of $0.40 (+22.3%, Highest)
    Albertsons: $1.59/each, increase of $0.59 (+59.0%)
    Food Lion: $1.19/each, increase of $0.19 (+19.0%)
    H-E-B: $1.21/each, unchanged
    Meijer: $1.19/each, increase of $0.19 (+19.0%)

Among these sellers, only Amazon continues to sell a can of Campbell's condensed tomato soup for under $1.00. The next lowest price available to consumers is Walmart's $1.17 per can.

-Russia’s invasion of Ukraine threatens to be the “beginning of the third world war” that could spell the end of civilisation, the veteran philanthropist and former financier George Soros has warned. In a ferocious attack on Vladimir Putin and China’s Xi Jinping at the World Economic Forum in Davos, Soros warned that autocratic regimes were in the ascendant and the global economy was heading for a depression. Soros, who has become a hate figure for the hard right in the US, also heavily criticised the former German chancellor Angela Merkel for cosying up to Moscow and Beijing. With the mood in Davos already downbeat due to the war in Ukraine, Soros ramped up the gloomy rhetoric to new heights.

-Chinese and Russian aircraft reportedly entered South Korean airspace, while according to reports cited by Fox, a pair of Russian and Chinese bombers fly lap around Japan today while Biden met Quad leaders. Moreover, continuing to highlight increased tensions, China's PLA increased warship activities in key straits near Japan "amid provocative US, Japanese remarks", according to Global Times. Additionally, Russian Defence Ministry confirmed its and Chinese military planes conducted joint patrol of the Pacific region, according to TASS. In a response, Japanese Defence Minister stated Japan scrambled air-defence jet after Russian and Chinese warplanes flew near Japan, whilst US State Department added China-Russia military exercise was likely planned well in advanced by both countries, with the military exercise demonstrating the 'no limits' partnership China and Russia have is 'quite alive and well'.

-Russia's defense ministry (MoD) on Tuesday announced and confirmed a rare joint patrol of Russian and Chinese military planes over the Pacific region. It came as President Joe Biden is in Tokyo meeting with counterparts from Japan, Australia and India, or the 'Quad' members. Japan's government has condemned the provocative patrol which reportedly did not breach its airspace as "unacceptable". "The joint patrol lasted 13 hours over the Japanese and East China seas and involved Russian Tu-95 strategic bombers and Chinese Xian H-6 jets," the MoD said as cited in Reuters. It further confirmed that for parts of the lengthy flight, Japanese and South Korean air force jets shadowed the Russian-Chinese patrol, which included nuclear-capable bombers. No aerial incidents were reported as the rival aircraft shadowed the joint patrol, with the Russian MoD emphasizing the patrol wasn't aimed against any foreign state and that it took place in full accordance with international laws. It began over the Sea of Japan. South Korean media reports that at one point the patrol breached S.Korea's air defense identification zone, which goes beyond its borders and is not strictly considered the country's "airspace".


Just the day prior President Biden in a press Q&A said that the US would defend Taiwan militarily if the island comes under attack by China....provocative comments which the White House quickly walked back, seeking to portray that the president 'misspoke' while affirming the 'One China' policy has not changed.

-On Ukraine/Russia, Donestk Region Governor said three Donetsk region settlements including the town of Svitlodarsk have fallen under Russian control, meanwhile Ukraine's Defence Minister spokesperson stated the Russian invasion is now in its most active phase. From the other side, two Russian officials suggest the invasion will not end soon, with one saying there is no 'deadline'. On NATO, according to Al Jazeera, Russia's National Security Council say they treat Sweden and Finland's accession to NATO as a direct threat and will respond appropriately (a reiteration of other official commentaries). This comes as Swedish and Finnish delegates head to Turkey in an attempt to iron out Ankara's opposition, where Turkey says talks with Swedish and Finnish officials will take place on Wednesday.

-Saudi Arabia's Foreign Minister does not see an immediate global oil shortage, but mainly a shortage of refined products; said Saudi has done what it can.
Saudi Crown Prince met with a US Congress delegation, according to SPA.

-The US DoE announced additional notice of sale of crude oil from SPR for up to 40.1mln bbls as part of President Biden's March 31st plan.

-JPMorgan maintained its Brent price forecast of USD 114/bbl for Q2, with prices rising to over USD 120/bbl in the interim and averaging USD 104/bbl for 2022.

-A westbound Canadian Pacific train carrying 43 hopper cars of potash derailed east of Fort Macleod in southern Alberta on Sunday. No injuries were reported, and the incident is under investigation.


-Hours after taking total control of Hungary by pushing through a constitutional amendment allowing his government to rule by decree when war breaks out in a neighboring country, Prime Minister Viktor Orban declared a wartime state of emergency. According to Bloomberg, Parliament approved the state of emergency earlier Tuesday which will take effect at midnight. It will give Orban's government "maneuvering room and the ability to react immediately" to the ongoing war in neighboring Ukraine, Orban said in a Facebook video message.

-Ukraine said Tuesday that Russia’s military campaign has "entered its most active phase," according to the words of Defense Ministry spokesman Oleksandr Motuzyanyk. "Three months after invading Ukraine, Russian forces are trying to encircle Ukrainian troops in twin cities straddling the Siverskyi Donets River in eastern Ukraine," he described. Further as Reuters reports, "Motuzyanyk said Russian forces had not given up attempts to cross the river." The area referenced is in and around the vicinity of the city of Sievierodonetsk and represents the last major Ukrainian stronghold in the eastern Lugansk province. Alongside Lysychansk on the opposite bank, this section of the river is where the most pivotal battle is now taking place. Russian forces are reportedly advancing from three directions in an attempt to completely encircle Ukrainian positions there. Shelling on the area has greatly increased according to accounts from all sides.

-On Monday, Secretary of Defense Lloyd Austin hosted a meeting of over 40 nations to discuss military aid for Ukraine and announced afterward that Denmark will be providing Kyiv with Harpoon anti-ship missiles. "I’m especially grateful to Denmark, which announced today that it will provide a harpoon launcher and missiles to help Ukraine defend its coast," Austin said at a joint press conference with Chairman of the Joint Chiefs of Staff Gen. Mark Milley.

-The head of Ukraine’s Defense Intelligence claimed that Russian President Vladimir Putin survived an assassination attempt two months ago. Speaking to the Ukrainian news outlet Pravda Ukraine, Maj. Gen. Kyrylo Budanov said there was an “unsuccessful” attempt against the Kremlin leader’s life at the start of Russia’s invasion of its neighbor.

-Saudi Arabia has signaled its support for Russia as a continued member of the OPEC+ oil cartel, which comes amid ongoing Western pressure to sanction and isolate Moscow over the Ukraine invasion. Saudi energy minister Prince Abdulaziz bin Salman told the Financial Times in an interview published on May 22 that he sees Russia as an integral part of the OPEC+ group of oil producers, adding that politics should be kept out of the alliance. He said Saudi Arabia hopes “to work an agreement with OPEC+ … which includes Russia,” referring to a new crude production deal. Oil pumping quotas under the current OPEC+ agreement struck in 2020 are set to expire in several months.

-The higher the energy bills in Europe become, the higher the chances are for a windfall tax on energy companies and utilities, as governments will be forced to ease the growing pressure on household finances, Citigroup says. Europe as a whole could see a utility bill rise of over 3 percent of gross domestic product (GDP) through 2024, Citigroup Global Markets analysts Piotr Dzieciolowski, Jenny Ping, and Antonella Bianchessi wrote in a note on Monday carried by Bloomberg. Gas and electricity bills in Europe could jump to 4.5 percent of household disposable income in 2023, up from 3.5 percent in 2021. The utility bills could further rise to 4.8 percent of household disposable income in 2024, according to Citi analysts.  In countries in Eastern Europe, where the prices of commodities account for a larger share of bills, the disposable income is likely to shrink the most, the investment bank says.

-A food insecurity expert said the world has only about 10 weeks of wheat supplies left in storage amid the conflict in Ukraine and as India has moved to bar exports of wheat in recent weeks. Sara Menker, the CEO of agriculture analytics firm Gro Intelligence, told the United Nations Security Council that the Russia–Ukraine war “simply added fuel to a fire that was long burning,” saying that it is not the primary cause of the wheat shortage. Ukraine and Russia both produce close to about a third of the world’s wheat.

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