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🚀 Ukraine's deep-strike production capacity is quoted at up to 25 billion USD for 2026. How much of it can foreign buyers access? Link: missilematters.substack.com/p/exporting-... 1/3

Since April, a new export framework has permitted controlled surplus weapons sales to partner countries, in principle covering long-range drones and missiles in short supply across Europe, the Middle East, and Asia. 2/4

But export viability differs sharply by category, hinging on three factors: surplus capacity, competitive positioning in the global export market, and legal constraints, which weigh more heavily on some segments than others. 3/4