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The Ukraine War of Attrition
We're giving Ukraine stocks, stuff that we have in stock. We haven't ramped up the production on our side. Just restocking our own shelves. And then there's the uncertainty for the military contractors. If they ramp up now, will the demand still be there in three years or in five years? What if the war is over by then? They need some type of guaranteed contracts to invest in massive expansion of their production capacity and so we are not expanding production capacity. So we're going to run out of stuff. How soon it's hard to say."