Quick and Brief Analysis... More to Follow
The impact of U.S. ending aid will accelerate over time. It does not spell imminent disaster. And it won’t become acute for maybe six months, and then the significance will depend on how the Europeans step up support. The Europeans can immediately fill some but not all the gaps, and can ramp up support over time.
The immediate hit will be on troop morale. Bolstering Russians and depressing Ukrainian troops.
With regards to war fighting, Ukraine will loose access to strategic technical intelligence. That means degraded ability to target operational and strategic Russian assets. Ukraine’s supplies of air defense interceptors for Patriot will dwindle affecting Ukraines ability to protect critical infrastructure, command and control, and expose the civilians population to greater dangers. Tactical and operational air defense may be fine for some time. The Europeans have very effective anti-aircraft artillery the can surge to Ukraine to help with s…
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