Those Iranian drones aren't game-changers -- but they're bad news

Russia has conducted dozens of strikes against civilian and critical infrastructure targets across Ukraine over the past week, including with the Shahed-136 loitering munition. While the Shahed-136 is unlikely to change the overall direction of the conflict, it has increased Russia’s long-range strike capacity as Moscow’s traditional missile stocks dwindle. It also provides some additional capability and capacity against frontline Ukrainian positions, likely offering greater lethality than Russia’s indigenously produced loitering munitions.

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Moscow is behind the curve in developing drones and is now racing to catch up. While the Russian military fields various UAVs for combat and intelligence, surveillance, and reconnaissance (ISR) roles, insufficient capacity has undermined Russia’s war effort in Ukraine. To help redress this weakness, Moscow turned to Tehran, which began pouring resources into its drone program in the 1980s and has since emerged as a regional UAV power and serial proliferator. …

On balance, the Shahed-136 has not proven to be a game-changer for Moscow, but it does provide additional precision-strike capacity and capability. Eventually, however, Russian stocks will need replenishment. Reports from the Ukrainian military indicate Russia has already expended well over 100 of these munitions and had around 300 left as of October 14.

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