Reusable interceptors and EW lead near-term buys; directed energy stays a 2030 story told as a 2026 one
Electronic Warfare
Networked EW — Lima, Pokrova, Bukovel — becomes a cheap layer against saturation drone strikes
A hijacked Magura V5 explodes at Constanța's Pier 78; three more from the swarm are still unaccounted for
A 50km spool that cost $300 now runs ~$2,500 — the same bend-insensitive fibre feeds both FPV cables and hyperscaler racks
Jam-proof tethered drones have killed at least ten Israeli soldiers since April; Israel has no electronic counter
4,335 Geran-type drones launched in April; Alabuga output tops 5,500/month as jet variants outrun Ukraine's defences