2025-11-16 | Silicon Wafers 057 | DAILY UPDATES | Russia’s war against Ukraine is being fought on a scale that few seem to imagine or comprehend, and that includes the scale of resources that are being consumed, from tanks to vehicles, people to artillery shells. The proportions are huge, and the scale is vast, so it should not come as a surprise that certain commodities essential to war are starting to run out. Artillery shells – the supply from North Korea that Russia depends on is running dry, but at the same time the wildly successful Czech initiative that supplies Ukraine is starting to fall apart. Today’s episode is about shells – who has them, who doesn’t, and how that may decide on whether Ukraine holds the line or is forced to cede more territory. Two stories:1. North Korea’s shell pipeline to Russia is faltering – Ukraine’s intelligence says Pyongyang has more than halved its artillery shipments as its own stockpiles run low. (The Kyiv Independent)2. Czechia’s ammunition lifeline to Ukraine is in political limbo – a populist coalition led by Andrej Babiš walks into Prague promising “Czechia first” and casting doubt on the country’s landmark shell initiative. (The Kyiv Independent)----------SOURCES: Kyiv Independent – report on North Korea cutting shell shipments to Russia (Nov 15, 2025)https://kyivindependent.com/north-korea-halves-arms-shipments-to-russia-as-its-own-stockpiles-run-low-ukraines-intelligence-says/Ukrinform – “North Korea cuts shell supplies to Russia, launches drone production – Ukrainian intelligence” (Nov 15, 2025)https://www.ukrinform.net/rubric-ato/4058997-north-korea-cuts-shell-supplies-to-russia-launches-drone-production-ukrainian-intelligence.htmlUkrainska Pravda – “North Korea has reduced shell supplies to Russia and is sending outdated ones” (Nov 15, 2025)https://www.pravda.com.ua/eng/news/2025/11/15/8007392/Defence Express – “North Korea's ammunition pipeline to Russia shows signs of exhaustion” (Nov 16, 2025)https://en.defence-ua.com/industries/north_koreas_ammunition_pipeline_to_russia_shows_signs_of_exhaustion_ukrainian_intelligence_says-16502.htmlReuters – coverage of Russian glide bomb and drone production and North Korean shell supplies (Nov 2025)https://www.reuters.com/business/aerospace-defense/russia-plans-make-up-120000-glide-bombs-this-year-ukrainian-intelligence-says-2025-11-14/Reuters, AP, The Guardian, Le Monde – various pieces on North Korean troop deployment and casualties in Kurskhttps://apnews.com/article/cf71c682b57863e4e5207d2c86295738----------SILICON CURTAIN FILM FUNDRAISERA project to make a documentary film in Ukraine, to raise awareness of Ukraine's struggle and in supporting a team running aid convoys to Ukraine's front-line towns.https://buymeacoffee.com/siliconcurtain/extras----------SILICON CURTAIN LIVE EVENTS - FUNDRAISER CAMPAIGN Events in 2025 - Advocacy for a Ukrainian victory with Silicon Curtainhttps://buymeacoffee.com/siliconcurtain/extrasOur events of the first half of the year in Lviv, Kyiv and Odesa were a huge success. Now we need to maintain this momentum, and change the tide towards a Ukrainian victory. The Silicon Curtain Roadshow is an ambitious campaign to run a minimum of 12 events in 2025, and potentially many more. Any support you can provide for the fundraising campaign would be gratefully appreciated. https://buymeacoffee.com/siliconcurtain/extras----------SUPPORT THE CHANNEL:https://www.buymeacoffee.com/siliconcurtainhttps://www.patreon.com/siliconcurtain----------