🚀 A year ago, I wrote about the lack of scalable mini jet engine production in Europe and the wider West. Demand has since accelerated faster than anticipated, driven by Western procurement of low-cost cruise missiles and by the need for jet-powered interceptors to counter Russia’s Geran-4, Geran-5, and S8000 Banderol. Manufacturers have responded, with new suppliers entering the market and established groups such as MTU and CSG buying their way in. My latest Missile Matters post maps the Western turbojet supplier base, covering 26 confirmed designs from nine manufacturers. It then compiles the available production figures to assess whether turbojet output can sustain the targets missile manufacturers have set for offensive and defensive systems, and how Western output compares with Russia’s. The full analysis is available here: missilematters.substack.com/…

Note the sequencing of Ukrainian deep strikes. Oil and gas infrastructure has remained a persistent target since 2023. Ukrainian targeting then expanded to warehouses and logistics centers and is now expanding to data centers, with intermittent strikes against Russia's own electricity infrastructure. Ukraine's access to ballistic missile interceptors may be limited and variable, but its deep-strike capability is comprehensive and constant. Economic pain is guaranteed for Russia for as long as it stays in this war, independent of what the White House says on any given day.

The Audi CEO speaking at a Trump rally has not been on my Midterms bingo card. We really live in the most bizarre of timelines 🙃