This confirms the shift from 2024-2025 dynamics. Early in the war, Ukraine's constraint was launchers and radar.
Now it's ammunition — a harder problem because production timelines for air-defense missiles stretch 12-18 months, while Russia can sustain strikes at current tempo indefinitely if it absorbs losses. If Western production cannot accelerate beyond current commitments, Ukraine enters a slow attrition cycle where each Russian strike consumes a non-renewable interceptor. The gap between supply and demand will widen unless NATO agrees to either surge production (expensive, requires industrial capacity) or reduce commitments elsewhere (politically difficult).
Ukraine's air-defense constraint is no longer tactical — it's operational.
Zelenskyy's repeated pleas signal that interceptor depletion is now the binding variable in air-defense effectiveness, not launcher availability or personnel. If interceptor production or Western supply cannot match Russian strike tempo, Ukrainian civilian and military targets face undefended windows. The next 60-90 days will show whether NATO supplies (Patriot, IRIS-T, or other systems' ammunition) can sustain the rate of engagement Russia is imposing.
What is Ukraine's current interceptor inventory versus monthly Russian strike rate? Without this number, 'shortage' remains rhetorical.
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