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The Russia Continuously
I suspect at the end of the day for Ukrainian warms, much of us will come down to whether or not they can break to the south in Zaparijia to Mediotopel. That's a bit of a Schrodinger's question. I think that the odds are somewhat improved by the Russian offensive at this stage and it's forcing Ukraine to go second. To me, when it comes to provision of equipment, it's all about the numbers. The real issue is sort of the next six to eight months - how they meet Ukrainian artillery ammunition demands and air defense requirements.