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We (most unfortunately) do not know what the outcome of the US presidential election will be, and this has 2 implications.

First, the Biden Administration may be keen to get Ukraine aid flowing faster to ensure that it is all spent in case there is a change in administration.

Second, It’s not only the ramp up of US military production that matters. Ukraine and, especially, Europe must use this lifeline to become self-sufficient in production of 155mm artillery ammunition as well as air / drone defence systems.

The US, to borrow Churchill’s phrase, finally did the right thing after they tried everything else! A repeat is not a sure thing.

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Wonder how long it will take for them to come back for more …

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