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🇺🇦🇷🇺 This summer is likely when we find out how the Ukraine war ends…
Ukraine has introduced a dozen new drone models in 3 months, and is outproducing Russia 13 to 10.
European funding has finally married Ukraine’s legacy Soviet aerospace infrastructure with modern battlefield innovation.
Gulf states are now pouring money in too, desperate for interceptors the U.S. has told them it cannot supply.
Russia’s advantage has never been innovation, it has been scale, taking someone else’s idea and producing it 5x over, once the production line is running.
But that only works as long as the Chinese parts keep flowing.
Ukraine is targeting the oil infrastructure that funds those Chinese parts, which sets up a dilemma for Xi.
One way or another, 2026 is the year we find out how this war ends.
Source: Zeihan on Geopolitics (YT) / Writer: Michael
— @MarioNawfal Jul 16, 2026
