Europe can backfill the shells, not the enablers
Shell production is a factory problem and it is being solved. Satellites, targeting and deep logistics are not, and cannot be bought inside a single budget cycle.
Section
Ukraine War
The war, the money behind it, and what American conditionality changes.
The war after the aid
American support for Ukraine has moved from a commitment to a negotiation. The consequences are mechanical, and they arrive on a schedule that is easy to read in advance.