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The post Get This Easy-to-Use Aero Volt Drone for Just $69.99 appeared first on TechRepublic.
In 2010, the Deepwater Horizon oil rig exploded in the Gulf of Mexico, causing one of the largest marine oil spills ever. In the aftermath of the disaster, whale scientist Iain Kerr traveled to the area to study how the spill had affected sperm whales, aiming specialized darts at the animals to collect pencil eraser-sized tissue samples.
It wasn’t going well. Each time his boat approached a whale surfacing for air, the animal vanished beneath the waves before he could reach it. “I felt like I was playing Whac-A-Mole,” he says.
As darkness fell, a whale dove in front of Kerr and covered him in whale snot. That unpleasant experience gave Kerr, who works at the conservation group Ocean Alliance, an idea: What if he could collect that same snot by somehow flying over the whale? Researchers can glean much information from whale snot, including the animal’s DNA sequence, its sex, whether it is pregnant, and the makeup of its microbiome.


© Courtesy of Ocean Alliance
DEEP DIVE – A drone weapon heads behind enemy lines, on a mission to kill troops and destroy equipment. To its left and right are a dozen other armed drones, and as the mission unfolds they compare notes – on enemy positions, the success or failure of their strikes, and their next tactical moves. There are no humans involved – other than the people who programmed the drones and launched them on their way.
It may sound like a wild premise, but swarms of drone weapons that use artificial intelligence to “think” for themselves are no longer a subject for science fiction; they are in the advanced stages of testing and in one instance at least – according to a recent report – they are already operational.
The Wall Street Journal reports that Ukraine has begun deploying AI–powered drone swarms in combat – using software developed by the Ukrainian company Swarmer. Battlefield units have used the system more than 100 times, according to the report, in deployments of between three to eight drones at a time against Russian positions.
“The technology is upon us,” Rear Admiral (Ret.) Mike Studeman, who served as Commander of the Office of Naval Intelligence, told The Cipher Brief. “There are many miles to go in terms of the most sophisticated swarm abilities, but there are plenty of reasons to fear even where we are today.”
Not long ago, the mere existence of drone weapons was a battlefield game-changer; this latest paradigm shift involves entire units of drones that carry out operations with humans almost entirely out of the loop.
“If there were a battle to go down today, some of the first engagements might be with unmanned systems,” Studeman said. “The most central engagements would involve a lot of them. The race is on.”
It’s a “race” both in terms of offensive “swarm” capabilities and the technologies to counter them.
“It's an absolute game-changer for any campaign,” Joey Gagnard, a former senior Army Chief Warrant Officer, told The Cipher Brief. “It’s a force multiplier for special operations forces or for any military element. Now it becomes incumbent on the defender to figure out a way to down all of those drones, while not also hurting his own capabilities.”
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What’s in a “swarm”?
Experts define drone swarms as coordinated systems of at least three drones that act autonomously and with “swarm intelligence,” mirroring the behavior of birds or insects when they travel in groups. An effective drone swarm will use artificial intelligence (AI) and machine learning to navigate obstacles and communicate changes in the environment to other drones in the group.
Experts draw a distinction between swarms in number only, and those with the ability to operate in dynamic conditions. A 2022 test in China, in which dozens of drones navigated their way through a bamboo forest, demonstrated the difference. The drones were able to move in and around the forest (you can watch the video here), but there was nothing more than the bamboo stalks to stop them – no defense systems, no one shooting at them.
“So we have the components in place such as microchips and microprocessors, we have battlefield experimentation and battlefield data that can enable these groups and swarms to operate,” Samuel Bendett, an adviser to the CNA’s Strategy, Policy, Plans and Programs Center, told The Cipher Brief. “But none of it has really come together yet to form a full picture from that mosaic that would spell a swarm.”
The biggest challenge lies in the dynamism of a battlefield. A static environment – say a military base or airfield, or a bamboo forest – will be easier for a drone swarm to navigate than a moving force. “If something changes, is the swarm intelligent enough to adapt and then attack?” Bendett asked. “How is it going to adapt and attack if there are changes?”
Even Ukraine’s complex June drone strike, dubbed "Spider Web", which deployed more than 100 first-person-view (FPV) drones against Russian air bases, still relied heavily on human direction.
For a swarm to operate successfully, Bendett said, “there needs to be secure communication between members; they need to pass data to each other about their state of being, about their flight to target, about the conditions that affect their flight to target, about any movements or changes on the ground or with a target, obviously communication with ground control stations and those that launched them and so on.”
Studeman noted that in a fluid combat situation, “you have all sorts of other challenges that exist, including somebody who wants to jam you, using a high-power laser or microwave weapons, and you're encountering all sorts of things that maybe were not planned for at launch, may not actually be in the software parameters of the drones.” For complex operational scenarios, he said that true swarms are “probably a bridge too far today,” but he and other experts stressed that the battlefield application is coming soon.
Dr. Stacie Pettyjohn, Director of the Defense Program at the Center for a New American Security, envisions scenarios in which drones in a swarm display “command and control” capabilities, “not only acting on their own, but coordinating their behavior, without any human involved, with a bunch of other drones.”
In such an operation, “the swarm as a whole makes decisions about how to modify its operations in the best way to achieve its objective,” Pettyjohn told The Cipher Brief. “Another drone might take its place, or the collective might decide that they realized there were air defenses in place and they needed to flush those out and actually send a wave of them to attack the air defenses, force them to engage a few of the targets, which would then create a gap that the others could exploit to hit their actual objective.”
Gagnard said that drone swarms will soon be doing the work of dozens – perhaps hundreds – of drone operators.
“Instead of one guy piloting one drone for a limited duration and being able to go through the entire targeting cycle, you would have a whole swarm of drones doing all of those mission functions simultaneously,” he said. “You’ll have drones conducting reconnaissance, tagging off to other drones that are going to conduct strikes or one-way attacks, tagging off to other drones that are going to do logistics. So they would make decisions on their own, and operate freely on their own, based on the stimulus and the feedback that they're getting in the environment.”
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Coming soon
Whether true AI-driven drone swarms hit the battlefield next month, next year, or three years from now, this much is clear: the technology is already part of the planning for nearly every advanced military, and as a result, it’s a booming business. Everyone, it seems, is training and experimenting with swarm technology – beginning on the battlefield where drone innovation is most apparent.
“Both Russians and Ukrainians are really busy trying to develop swarm technologies,” Bendett said, and both sides are benefiting from outside help – the Russian military from China, the Ukrainians from the U.S. and Europe – to obtain the microprocessors and microelectronics that enable their operations.
Other militaries and defense tech companies have watched the Ukraine theater and entered the drone-swarm “race.”
In the U.S., the Pentagon’s Replicator initiative to fast-track innovation includes multiple drone swarm projects. The Defense Innovation Unit (DIU) has awarded contracts to Anduril Industries, L3Harris Technologies, and Swarm Aero to produce prototype software for drone swarms. The contracts are part of the DoD’s “Autonomous Collaborative Teaming” (ACT) program, which seeks “automated coordination of swarms of hundreds or thousands of uncrewed assets,” according to the DIU. Meanwhile, the Defense Advanced Research Projects Agency (DARPA) has been testing swarms for years, and says that by 2027, the U.S. could deploy swarms of as many as 1,000 armed drones. The DoD has also mandated the creation of dedicated drone testing ranges to support live swarm exercises.
The U.S. hardly has a monopoly in the field, even in the West. One of NATO’s newest members, Sweden, is fast-tracking drone-swarm development, in what Defense Minister Pål Jonson said was a response to Russia's aggression in Ukraine. In January, the Swedish Armed Forces unveiled a drone swarm program, developed by defense giant Saab, that would allow soldiers to control 100 drone weapons simultaneously. Elsewhere in Europe, the German drone manufacturer Quantum Systems has conducted tests on AI-controlled drones with the German military; Britain’s Defence Science and Technology Laboratory (Dstl) has awarded contracts for “Mixed Multi-Domain Swarms”; the Dutch Research Council has funded an exploration of drone swarm technology; and Hungarian researchers reported the design of a 100‑drone swarm operating without a central controller—based on algorithms inspired by flocking behavior in animals.
Countering the swarms
Every military innovation – from gunpowder to the tank to the stealth bomber – prompts efforts to counter it, and AI-driven drone swarms are no exception.
“We're going to have to be as good on the defense as we are on the offense for how we use drones,” Studeman said. Asked about U.S. counter-drone efforts, he cited partnerships between the Pentagon and the private sector and said, “I think we're moving as fast as we can.”
If the world needed a reminder of the need for counter-drone capabilities, it got a stark one in July from Robert Brovdi, Ukraine’s newly appointed drone boss, who told NATO commanders that his crews could turn a NATO base into “another Pearl Harbor” in 15 minutes, without coming closer than 10km (6 miles). “I’m not saying this to scare anyone,” Brovdi said, “only to point out that these technologies are now so accessible and cheap.”
He went on to warn NATO: you are unprepared.
“I don’t know of a single NATO country capable of defending its cities if faced with 200-300 Shaheds (drones) every day, seven days a week,” Brovdi told the LANDEURO conference. “Your national security urgently requires a strategic reassessment.”
Bendett agreed, citing Brovdi’s warning as well as the damage Hamas inflicted with drones against Israeli forces in the early days of the 2023 Israel incursion into Gaza. “So the question,” Bendett said, “is what would it take for us to realize that we are facing the same threat and what would it take for our military to make these appropriate changes?”
As a starting point, he said that U.S. military facilities will need to guard against what he called the “Ukraine-type threat” of small groups using multiple drones to go after targets. “They only have to be used once, and you only have to be successful once,” Bendett said. “I know the U.S. military is learning, and internalizing these lessons, and people are trying to understand what kind of threats they're facing. Is it happening fast enough?”
The U.S. military has worked for at least three years on counter-swarm defense – mostly involving high-energy lasers and high-power microwave (HPM) systems.
Recently the head of the Army's Rapid Capabilities and Critical Technologies Office (RCCTO) announced a competition for high-energy laser weapon systems focused on countering drone swarms. The RCCTO has already built several directed energy prototypes; this would be a higher-level weapon, and hopefully one that would move from prototype to operational system.
“We have to continue to work harder,” Lt. Gen. Robert Rasch, the RCCTO director, said at the Space and Missile Defense Symposium in August. “We have to continue to work with industry to develop our directed-energy platforms and focus on the areas of reliability.”
Among other American swarm-defense projects: The Air Force’s THOR, an HPM directed energy weapon, and the Leonidas HPM system, developed by Epirus and fielded with the U.S. Army, both of which emit electromagnetic pulses capable of disabling multiple drones simultaneously.
On August 26, the Leonidas system defeated a swarm of 49 quadcopter drones in a test conducted at an Indiana National Guard base. Axios reported that “suddenly, all 49 — like a flock of stricken birds — crashed into a grassy field.” Their circuits had been overwhelmed by the system’s electromagnetic waves.
Epirus’s CEO, Andy Lowery, says Leonidas creates an “electronic dead zone” that disables anything that carries computer chips.
“It works for drones, which are like flying computers,” Lowery told Defense One. “It will stop a Tesla in its tracks, it’ll stop a boat motor in its tracks, anything with a computer inside of it.”
Other NATO members are working on counter-swarm technology as well. The German startup Alpine Eagle has developed a system known as Sentinel – a platform that deploys drone swarms against other drone swarms. Sentinel has been tested by the German Armed Forces and in Ukraine against FPV (first-person view) drone threats; Poland has deployed SKYctrl, which sends drones to collide in “non-explosive” fashion with other drones; and the British U.K. Ministry of Defense said recently that its “Radiofrequency Directed Energy Weapon,” mounted on a truck chassis, had successfully “defeated” swarms of drones. Far from Europe, India's Bhargavastra, developed by Solar Defence & Aerospace, used unguided rockets to eradicate swarms of drones at close range.
“The more sophisticated, latest versions are the ones that can actually interfere with the commands inside the unmanned drones,” Studeman said. “This smart neutralization, through a kind of electronic interference that goes after the actual logic and the commands of the UAS unmanned aerial system itself, shows you where this is going.”
All that said, some experts worry that the U.S. military isn’t adequately prepared for the drone-swarm threat.
“The U.S. is not ready,” Pettyjohn said. “It has begun to procure some defenses that were specifically made to counter small drones…and that's good. But you really need these layered defenses, where you have cost-effective interceptors.” She and other experts say that for all the tests and pledges, the U.S. has yet to show that it has an effective multi-layered defense against potential swarm attacks.
“High-powered microwaves are the one emerging technology that the U.S. Army has fielded a few prototypes that hold the promise of actually being able to knock out a true swarm,” she said. “The challenge is it requires a lot of energy. It's a very short-range weapon, so it's like your final force field. You need those longer layers of kinetic and EW interceptors to try to thin out the herd. And you have to figure out how to use the high-power microwave in a way that doesn't fry the electronics of US military equipment that it's trying to defend.”
Gagnard agrees that more work needs to be done.
“I'd say we have weapon systems that can defeat drones on a small scale,” he said, “but on a large scale, right now the aggressor is going to have the decisive advantage if they're incorporating this swarm technology into their repertoire.”
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China’s drone-swarm advantage
Military experts – including the head of the U.S. Indo-Pacific Command – have said that the opening salvos in any Pacific war would almost certainly involve cutting edge drone-swarm technologies. And last November, China unveiled a potentially devastating tool in the drone-swarm ecosystem. Experts called it a "drone mothership."
The Jiu Tian, introduced at the Zhuhai Air Show, China’s biggest aerospace trade fair, is an 11-ton aircraft billed as the world’s largest drone carrier. It is itself a drone, an enormous one, operating without a crew. According to several reports, the Jiu Tian can carry as many as 100 smaller UAVs more than 4,000 miles and unleash them against a target. Essentially, it’s a delivery vehicle for a drone swarm.
“China is going like gangbusters right now” in the drone space, Studeman said. “They have the manufacturing capability. They've built thousands of armed drones, and they’ve built the equivalent of motherships, where the intent is to throw lethal capability forward.”
As The Cipher Brief reported earlier this year, China’s military is in the throes of an innovation and manufacturing boom in drone weaponry to prepare Beijing for a potential war over Taiwan. China already produces some 70% of the world’s commercial drones – and is building a rapidly growing AI industry.
“They have the production, they have large inventory and now they also have the AI,” Dr. Michael Raska, a professor at the Military Transformation Programme at Singapore’s S. Rajaratnam School of International Studies, told The Cipher Brief. “With all these combined, they have been experiencing a leap forward in the quality and quantity of all the drones across the different domains.”
China also has more than 3,000 manufacturers producing anti-drone equipment. In 2024, Beijing issued 205 procurement notices related to counter-drone technology; the figure was 122 in 2023, and only 87 in 2022.
“Our manufacturing is weaker than the Chinese manufacturing in this regard, and scale matters,” Studeman said. “Even with simpler technology. If somebody puts more robots on the front lines, we've got a problem, Houston.”
”This is definitely one area where China has an upper hand with the numbers,” Bendett said. “If Ukraine and Russia can manufacture millions (of drone weapons), then China can manufacture tens of millions, maybe hundreds of millions of UAVs.”
It’s not a stretch, Bendett said, to imagine China launching, in the early hours or days of a conflict over Taiwan, “10,000 mid-range UAVs at a suspected American carrier battle group east of Taiwan. Do we have enough to defend against that group?” he asked. “What do we have in our arsenal?”
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The terror threat
Beyond the military applications for drone swarms, there are important civilian uses. Disaster relief, search and rescue missions, and fighting wildfires are often mentioned, given the ability of drone swarms to map affected areas and conduct support operations in dangerous conditions.
Then there are the nightmare applications – primarily, the fear that as the ease and accessibility of drone-swarm technology grows, so will the odds that it will land in the hands of terrorists.
In March 2025, the U.S. conducted a war game that envisioned multiple drone attacks against U.S. military facilities. The exercise, which involved more than 100 participants from 30 agencies, uncovered deficiencies in response and highlighted the need for coordination among federal, state, and local authorities. A lack of clear rules of engagement across nearly 500 U.S. military installations was identified as a major concern.
Experts also worry about attacks on non-military sites – which as a rule are far less well defended.
“They could be at different sporting events or other large gatherings,” Pettyjohn said. “Obviously, as with any form of terrorism, you're not going to be able to protect people everywhere, but there needs to be a lot more counter-drone defenses for the homeland to prevent terrorist attacks from succeeding in really critical locations, either in terms of infrastructure or where there are large numbers of people.”
“American infrastructure is very vulnerable,” Gagnard said. “We don't have solid defenses that are institutionalized, that are in use everywhere, and American infrastructure is a prime target for that type of attack.”
He added that drone technology – and lax U.S. laws – could allow a would-be terrorist to conduct reconnaissance on a target without being noticed. “In America, we have a relatively free sky,” he said. “You could fly drones all day long over certain things and never really raise anyone's radar.”
In the nightmare scenario for a drone-swarm terror attack, Gagnard said, the target would be assessed, the swarms well “briefed,” and – depending on the target – defenses might be porous.
“You wouldn't need very smart drones in order to do that,” he said. A drone swarm attack, he said, “could be very successful in America.”
Gagnard, who serves as a senior advisor at the Institute for Critical Infrastructure Technology, has argued for a “national counter-drone doctrine.”
“How are we going to counter drones? What's acceptable, what isn't acceptable? And then we need some sort of unified command. Someone needs to determine exactly how we're going to counter drones.”
Several experts cited Ukraine’s June Spider Web operation as a reason for concern – given how deeply it penetrated Russian territory, even without using the AI tools that might produce a “thinking” drone swarm.
“We should really, really worry” about a drone-swarm terror attack, Bendett said, “because if anything, the Spider Web operation showed that a well-organized effort that is enabled by commercial technologies can be devastating against an unprepared target.”
David Ochmanek, Senior International Defense Researcher at RAND, said that the U.S. has been “a little slow to recognize the magnitude of the threat” of drone attacks, in part because Americans are so far from Russia and Ukraine, where the drone-war realities play out on a daily basis.
“We've seen how clever adversaries can smuggle these kinds of capabilities,” Ochmanek told The Cipher Brief. “So we shouldn't be lulled into a false sense of security that our oceans will protect us, even from attacks by fairly short range. The Houthis have shown us that they can launch these things. One can imagine an enemy loading them onto ships off our coast that would be indistinguishable from merchant ships, and launching from there.”
While this year’s White House executive order for a “Golden Dome” mandated a defense against all air threats, the order specifically referenced sophisticated missiles – not swarms of inexpensive drones.
Pettyjohn and other experts said that for domestic drone-swarm defense, the preference will be for non-kinetic systems – microwaves, lasers and so forth – to avoid shoot-downs that result in explosions or damage from falling debris. “In the homeland, there are a lot more restrictions on how you can take down foreign objects in the sky,” she said. “The FAA gets involved, Homeland Security, local authorities – the U.S. needs to work through all of these issues and figure out bureaucratically how it would respond and what the policies and procedures are that are in place.”
Studeman raised another concern – that drone swarms would be particularly effective if tasked with pursuing an individual.
“You think about protection of senior principals in government – a president, prime minister and on down,” he said. “There could be a swarm of drones coming to simply do one thing: keep pounding until just one penetrates while one principal leader is exposed.”
It’s a collection of worrisome scenarios, few of which can be dealt with by even the most sophisticated “Golden Dome” defense – which of course is years if not decades away.
As Pettyjohn put it, “there is no easy fix to this challenge.”
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DEEP DIVE – By any traditional definition, the city of Ryazan doesn’t belong on a list of battlegrounds in the Ukraine war. There are no Ukrainian soldiers or tanks deployed there, and it’s in western Russia, roughly 600 miles from the active front lines of Pokrovsk or Kupiansk.
But residents and officials in Ryazan – population 550,000 – wouldn’t be surprised to find their city on such a list. Ukraine has attacked Ryazan at least a half dozen times, as part of an escalating drone-and-missile campaign against Russia’s oil sector. Most recently, an oil refinery in Ryazan – Russia’s fourth-largest – was forced to shut down after an Oct. 23 attack by Ukrainian drones.
Ryazan is hardly alone.
Lt. Gen. Vasyl Maliuk, head of the Ukrainian Security Service, said last week that Ukraine has carried out more than 160 successful attacks on Russian refineries and other energy targets this year; an Open Source Centre investigation identified more than 90 strikes between Aug. 2 and Oct. 14. In the last week alone, Ukraine has struck an oil terminal and tanker in Russia’s Black Sea port of Tuapse; energy facilities in Russia's Oryol, Vladimir, and Yaroslavl regions; and the Koltsevoy, or “ring,” pipeline, which links refineries in Moscow, Ryazan, and Nizhny Novgorod, and supplies fuel to the Russian military. Earlier strikes damaged one of Russia's biggest oil refineries near St. Petersburg, and perhaps most impressive – from the Ukrainian point of view – the campaign has reached as far as the Siberian city of Tyumen, some 1200 miles east of Moscow.
Stretching the conventional notion of front lines is clearly part of the Ukrainian strategy; the strikes have forced the Kremlin to worry about drone and missile attacks across a broad swath of Russian territory. But the main aim is to hurt the Russian oil sector – the country’s richest revenue source, and a key reason why the Kremlin has been able to maintain the funding of its war machine.
“Ukraine’s theory of victory now includes destroying Russia’s energy sector,” Lt. Gen. Ben Hodges, a former commander of U.S. Army Forces in Europe, told The Cipher Brief. “They’ve developed capabilities that can reach great distances with precision, exposing Russia’s vulnerability – its inability to protect critical infrastructure across its vast landscape.”
Last week Ukrainian President Volodymyr Zelensky vowed to intensify the pace and scope of the campaign. “We must work every day to weaken the Russians. Their money for the war comes from oil refining,” Zelensky said in an Oct. 27 address to the nation. “The most effective sanctions - the ones that work the fastest - are the fires at Russia’s oil refineries, its terminals, oil depots.”
Zelensky also noted that 90 percent of the strikes have been carried out by Ukrainian-made drones and missiles – a not-so-subtle message to Europe and the U.S.: get us more of your long-range weapons, and we can help bring Russian President Vladimir Putin to the negotiating table.
“It’s very impressive,” said Balazs Jarabik, a former European Union diplomat and analyst for RPolitik, said of Ukraine’s campaign against the Russian energy sector. In an interview with The Cipher Brief, Jarabik said the attacks have “had an impact in terms of getting headlines, making the Russian war effort more expensive, and creating shortages so the Russian people feel the pain of the war.”
That’s also the aim of the recent U.S. sanctions against energy giants Rosneft and Lukoil, the first American economic penalties imposed on Russia since Donald Trump returned to office. The Treasury Department said the sanctions would “increase pressure on Russia’s energy sector and degrade the Kremlin’s ability to raise revenue for its war machine.”
While Ukrainian officials have welcomed the sanctions, they have also said that their drone and missile attacks pack a more powerful punch.
“Our strikes have already had more impact than sanctions,” Kyrylo Budanov, Ukraine’s head of Military Intelligence, said on Telegram following last week’s spate of attacks.
For their part, Putin and other Russian officials have downplayed the impact of the strikes while at the same time warning that they are dangerously escalatory. The Kremlin has also said that neither the attacks nor the sanctions will move them to change course in the war.
Experts say both sides may be right – that in the short term, the Kremlin can probably ride out the impact of the Ukrainian campaign, but that Russia may feel significant pain if the sanctions are enforced and the oil sector strikes continue.
“Russia’s oil refineries are a bit like a man who is being repeatedly punched,” Sergey Vakulenko, Senior Fellow, Carnegie Russia Eurasia Center, wrote in a recent assessment for Carnegie Politika. “He will not die from one punch, or even half a dozen punches. But it becomes harder and harder for him to recover after each subsequent blow. Although no single punch is fatal, he could end up being beaten to death.”
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Assessing the damage
To date, the Ukrainian strikes have hit 21 of Russia's 38 large oil refineries, according to the BBC, and several have been struck more than once. Roughly 20% of the nation’s refining capacity has been damaged or destroyed, and last month the International Energy Agency (IEA) reported that Russia's revenues from crude oil and refined products had fallen to their lowest level in a decade – excluding the period immediately following the COVID-19 outbreak.
"Persistent attacks on Russian energy infrastructure have cut Russian crude processing by an estimated 500,000 barrels per day, resulting in domestic fuel shortages and lower product exports," the IEA said. In an accompanying forecast, the agency said that if the sanctions remain in place and the attacks continue – even without Zelensky’s promised scaling-up of their cadence – the impact to Russia’s refining would stretch to at least mid-2026.
Beyond the macroeconomic impact, the Ukrainian campaign has also been felt by Russian citizens, in the form of higher fuel prices and – in some regions – shortages and long lines for gas.
“The economic impact of strikes against Russian energy infrastructure is beginning to be felt outside of Moscow, as Russia diverts available energy from the regions to keep Moscow supplied,” Rob Dannenberg, a former chief of the CIA’s Central Eurasia Division, wrote last week in The Cipher Brief. “There are shortages and energy price hikes that the Kremlin can no longer conceal.”
And in a broader reflection of Russia’s economic woes, this week the central bank downgraded the country’s growth forecast. Experts say the sanctions and Ukrainian strikes are a big part of the problem for Moscow.
“Ukraine’s attacks on Russian energy infrastructure are strategically meaningful and increasingly so,” Jacek Siewiera, a former head of Poland’s National Security Bureau, told The Cipher Brief. He said the strikes are serving three strategic functions: forcing Russia to divert efforts to rear-area defense; raising the overall cost of war by creating new logistical costs inside Russia; and a less tangible, more symbolic impact.
“These attacks send a message to Moscow and its economy that Ukraine – and its backers – can reach deep,” Siewiera said. “That has symbolic as well as material value.”
What comes next
Might the Ukrainian campaign alter the course of the war? Experts are divided on the question.
On the one hand, dozens of Russian oil sector targets are now within reach of Ukrainian missiles and drones – and it’s clear that Zelensky’s vow to expand and intensify the campaign is underway. An already-bruised industry in Russia is surely girding for more punishment.
But several experts said that in order to sustain the tempo and volume of the attacks, Ukraine will need help from the West or a significant boost to its own capabilities.
“Ukraine has made impressive inroads but it’s not yet clear whether the strikes will fundamentally degrade Russia’s war-fighting capacity,” Siewiera said. He and others echoed Zelensky’s point – that the West should support Ukraine’s deep-strike capabilities to boost the impact of the current attacks, and improve the odds that they will effect change in Moscow. Until then, Siewiera said, it’s unlikely that the campaign can deliver “a knockout blow.”
Jarabik agreed, noting that Ukrainian drones typically carry payloads of only 50-60 kilograms (roughly 110-130 pounds); long-range missile systems can inflict far greater damage. He and others said that much will depend on the success of the Ukrainian-made Flamingo missile – which has been touted as a homegrown alternative to western long-range weapons. Officials say the Flamingo is now operational, and that it can carry more than 1,000 kilos (2000+ pounds), with a range of roughly 1800 miles.
“I think we are going to see the Ukrainian strikes increasing,” Jarabik said. “The big question here is whether Ukrainians are going to have the missile capabilities to scale the attack.” At the current rate, he said, Ukraine cannot compel the Kremlin to alter its approach. “So far, neither the sanctions nor this (campaign of strikes) is actually enough to bring the end of the war. Russia has the means to continue.”
All those interviewed for this piece agreed that the success of the Ukrainian campaign will depend on whether Ukraine can hit more targets, more frequently, and with heavier payloads.
“As Ukraine continues to improve its long-range precision strike capability – and if the West adds its own weapons to Ukraine’s arsenal – the impact is going to increase significantly,” Lt. Gen. Hodges said. And that, he said, “could lead to a successful outcome for Ukraine.”
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DEEP DIVE — Eight weeks ago, Secretary of State Marco Rubio went to Mexico City, the epicenter of the global illegal drug trade, and declared, “The president of the United States is going to wage war on narco-terrorist organizations.”
Since then, the administration’s military counter-drug offensive in Latin America and the Caribbean has destroyed at least 15 small boats and killed at least 61 people – but none of them were drug kingpins or senior, irreplaceable figures in the transnational organized crime cartels that make and move fentanyl and other lethal opioids that have killed hundreds of thousands of Americans.
“Targeting fast boat operators will not stop major drug trafficking kingpins from sending multi-ton quantities of drugs to our country and around the world,” Michael Chavarria, a former DEA supervisor who spent 26 years investigating drug cartels in Mexico, the Caribbean and the Southwest border, told The Cipher Brief. “The drug trade is the most profitable business in the world, without equal. The minions currently targeted on the high seas will continue risking their lives because kingpins pay them more than they could ever earn pursuing legal options. Now, on the high seas, they’re being extrajudicially murdered, in a campaign that will have no impact on the global drug trade.”
Like other veterans of the DEA, Chavarria suspects that if the boats blown up so far contained contraband, it was likely marijuana or cocaine, a stimulant manufactured in Colombia from coca plants grown in Colombia, Peru and Bolivia. Many of the small boats plying the Caribbean are believed to be supplying the European market, where cocaine brings double or triple U.S. prices. While hardly benign, cocaine is not considered a major overdose danger, and it has fallen out of fashion among many American drug users, who have increasingly turned to far riskier substances — particularly fentanyl, a synthetic opioid painkiller much stronger than heroin, and the synthetic stimulant methamphetamine. Both are manufactured mostly in Mexico, in cartel “superlabs,” with precursor chemicals imported from China and India.
“I doubt these decisions [to attack small boats] involve input from DEA leadership, who I believe serve the American public as best as resources allow,” Chavarria said. “Instead, let’s focus on the Chinese fentanyl sources responsible for threatening our citizens’ lives. The new deadly triangle is China-Mexico-United States.”
Despite objections from Congress, legal scholars and foreign governments, President Trump has announced he may soon authorize strikes inside Venezuela. Many experts believe his agenda in that country is about forcing President Nicolas Maduro out of office, rather than stopping drugs, because Venezuela is not known for producing massive quantities of illegal drugs. The U.S. government's most authoritative annual intelligence assessments – the Drug Enforcement Administration’s National Drug Threat Assessment and the State Department’s International Narcotics Control Strategy Report – characterize Venezuela as a transshipment hub. Maduro himself and a number current and former Venezuelan officials were indicted in 2020 for conspiring with Colombia’s leftist FARC insurgents to transport cocaine produced in the guerillas’ jungle labs in Colombia.
The problem is in Mexico
The world’s richest, most powerful drug lords are Mexican citizens, with well-armed private armies, dynasties and bases of operations nestled deep in the Mexican countryside. Mexican president Claudia Sheinbaum has absolutely ruled out the idea of American boots on Mexican soil. Will the U.S. defy her wishes by ordering American armed drones or special operations teams into Mexico to conduct unilateral commando raids? So far, Trump and his senior advisors have not signaled that such incursions are imminent – but they’ve never said never. In Ecuador two months ago, Rubio said the administration would continue to target and kill suspected traffickers without their homelands’ consent, if those countries didn’t participate in Trump’s new war on drugs by mounting their own attacks on cartels. “For cooperative governments, there’s no need because those governments are going to help us,” he said. “They’re going to help us find these people and blow them up, if that’s what it takes.”
Mexican security forces have repeatedly tried and failed to arrest El Mencho, real name Nemesio Rubén Oseguera Cervantes, Mexico’s kingpin of kingpins. Oseguera is the 59-year-old founder and leader of the Cartel de Jalisco Nueva Generación (CJNG), Mexico’s, and the world's most successful and feared organized crime enterprise. The CJNG, which emerged from the western state of Michoacán, famed for its avocados, is now a multinational billion-dollar business with a presence in nearly every state in the U.S.and at least 40 countries, according to DEA’s National Drug Threat Assessment. The U.S. has put a $15 million bounty on Oseguera’s head.
“The CJNG is probably the wealthiest criminal group in the world, maybe even more than the IRGC [Islamic Revolutionary Guard Corps] in Iran,” Paul Craine, formerly DEA’s regional director for Mexico, Central America, and Canada, told The Cipher Brief. “It’s the biggest terrorist organization in the Western hemisphere. The CJNG is now right on the border, which no one ever expected. Plus, they have the U.S. infiltrated with their elements for smuggling guns, drugs and other businesses.”
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Reward poster for information leading to the arrest and/or conviction of “El Mencho”. (State Department)
In second place is the older, fragmented but still powerful Sinaloa cartel. Sinaloa cartel leaders Ivan Archivaldo Guzmán Salazar and Jesus Alfredo Guzmán Salazar, known as the Chapitos, are sons of the infamous cartel founder Joaquín "El Chapo" Guzmán, now serving time in a U.S. prison. They are credited with creating the fentanyl craze by promoting it in their distribution systems, alongside cocaine, meth and marijuana. The U.S. is offering rewards of $10 million apiece for them.
In an interview with The Cipher Brief, Rep. Dan Crenshaw, R-Tex., who recently led the Congressional task force on cartels to Mexico to confer with Sheinbaum’s senior security officials, said he would not advise Trump to try a unilateral incursion on Mexican soil without that nation’s full agreement and active participation. Such an act would explicitly violate the two nations’ joint agreement signed last month pledging “respect of sovereignty and territorial integrity.” Both nations promised to fight drug trafficking and other crimes “each in our own territory,” Mexican foreign secretary foreign secretary Juan Ramon de la Fuente emphasized.
To dismantle the cartels and destroy their sanctuaries in Mexico, Crenshaw, a former lieutenant commander in the Navy SEALs, and other members of Congress are pushing for a massive joint U.S.-Mexico initiative modeled on the U.S.-Colombian military-intelligence relationship in the 1990s and early 2000s. In those operations, Colombian commandos were the point of the spear, with advisors and trainers from U.S. special operations, the Central Intelligence Agency, National Security Agency and the U.S. Drug Enforcement Administration working behind the scenes, providing training, communications intercepts, human intelligence, tracking technology, financial analyses and other technical assistance. As a result, in 1993, the joint effort tracked signals from a radio phone wielded by legendary Medellin cartel founder Pablo Escobar to the roof of a dingy building in downtown Medellin. A Colombian military marksman shot him dead. The rest of the Medellin cartel crumbled. By 1995, the Cali cartel had fallen. FARC guerillas soon stepped into the breach by setting up jungle labs and taking over the cocaine manufacturing business. The CIA covertly supplied U.S.-made precision-guided munitions that the Colombians used in a series of air strikes that decimated the FARC leadership. In 2016, surviving FARC guerillas made a peace accord with Bogotá and agreed to demobilize.
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What the fight would look like
Any commando team that tries to take on Mexico’s drug bosses and their large, well-armed paramilitary forces can expect ferocious resistance financed by very deep pockets. CJNG territory covers thousands of square miles in the western Mexican state of Michoacán, where Oseguera was born, and in neighboring Jalisco state. His domain is rugged countryside, dotted with ranches and laced with hidden trails, caves and mines. Oseguera has even built his own hospital, according to DEA intelligence, so he can undergo treatment for chronic kidney disease.
The Chapitos are similarly well-protected in Sinaloa state. Experts warn that a joint Mexican-U.S. special operations assault would raise the specter of possible “blue-on-blue”or “green-on-green” firefights a with corrupt elements of Mexico’s security forces defending the narco leaders. “They travel in hordes of security,” says a senior DEA agent who has investigated them for many years. “And not just hordes of security, but you're talking about a paid-off military that's protecting them, paid-off police protecting them. The corruption is just so rampant, and this is why a lot of these people can't get caught.”
“Whether you call it counterterrorism or counterinsurgency, that is what we're dealing with in Mexico,” Crenshaw told the Cipher Brief. “They use terroristic tactics. They terrorize their own people. They are an insurgency, in the sense that they're integrated into every level of society, from government to their own military, to security, to pop culture… The Mexican military has some very, very elite units that I think would be respected anywhere in the world. But there's not many of them. They need more, and additional training, additional pipelines into those elite units. Basic aircraft, ISR [intelligence surveillance reconnaissance], close air support, things that are largely lacking. When they do go into these very dangerous areas and try to go after some of these dangerous kingpins, they're doing so without the kind of support that U.S. special operations would be used to.”
Violence on the Mexico-United States border continues to rise. Just 10 days into the month, nearly 21 homicides are recorded. On Monday, March 10, seven people are shot and killed in separate incidents. (Photo by David Peinado/NurPhoto via Getty Images)
The CJNG’s defenses are considered particularly militarized and formidable. According to current and former U.S. officials who have investigated the cartel, Mencho roams about his domain via four-wheel-drive convoys or small aircraft, always surrounded by large numbers of heavily-armed paramilitary fighters who wear insignia identifying them as FEM, Fuerzas Especiales Mencho or Grupo X, which specializes in fighting rival cartels. Like Osama Bin Laden, he avoids using phones and instead uses messengers.
For a commando team, armed drone or precision-guided munition to find Mencho and his party, precise GPS coordinates would be needed, and they’ll be hard to come by.
“He moves pretty often,” a U.S. expert who has recently assessed the kingpin’s vulnerabilities told The Cipher Brief. “So the intelligence on his location would have to be extremely good. Which it’s not.”
Whether surveillance drones could obtain reliable coordinates on Mencho’s position in real time is questionable. “Where Mencho is hiding they can hear drones coming,” the U.S. expert said. “It’s so quiet out there there’s no noise pollution. They’ve been successfully avoiding SEMAR’s drones for years.” SEMAR is U.S. military shorthand for a Mexican navy/marines special operations unit that has trained with the U.S. Navy SEALs and worked closely with the U.S.
The cartel has its own drone unit, called the Operadores Droneros, complete with badges. Cartel operatives also set up security cameras, like hunting cameras, to detect the presence of outsiders.
“They have a lot of early warning capability,” said Chavarria, who used to run the DEA’s office in Guadalajara, the capital of Jalisco, then ran investigations of the Gulf cartel out of Houston. “I don't think that we have the type of precise intelligence that would allow us to effect an operation. And even if it's available, it's time-sensitive, it's perishable. If you're not there on top of your objective, you're going to miss. And then there's going to be gunfights and a lot of innocent people are going to get killed. Mencho hangs out in cities, he bounces around because he's untouchable. He's got police escorts, he's got state cops and municipal cops protecting him. His men have ringed perimeters of security, where they're communicating with one another on various frequencies that are digitally encrypted. So it's very difficult for the U.S. to crack those encryptions, and obviously for the Mexican security forces as well.”
According to Chavarria and other current and former officials, the CJNG has extensive counter-surveillance capabilities. Cartel security officers, known as sicarios, literally, assassins, issue mobile phones with heavily encrypted voice-over-internet and radio-over-internet apps to hundreds of human lookouts, called halcones, meaning hawks, spies, who are under orders to report any strangers showing up in cartel territory.
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Mexican security forces have been driven back every time they’ve tried to get close to Mencho. Notoriously, on May 1, 2015, a Mexican military helicopter that flew over his convoy in Jalisco state was shot down by the cartel paramilitary force with an Iranian-made rocket-propelled grenade and .50 caliber belt-fed machine gun. Nine Mexican soldiers and federal police died, and others were severely wounded. Rubén Oseguera González, AKA Menchito, Mencho’s California-born son and second-in-command, then 25, was accused of ordering the attack on the helicopter. The Mexican military and police mounted a massive operation to track him to a wealthy suburb of Guadalajara. Menchito was extradited to Los Angeles, prosecuted for violating U.S. drug laws, convicted last September and on March 7, sentenced to life plus 30 years in a U.S. prison.
The U.S. victory was short-lived. Mencho’s stepson Juan Carlos Valencia González, a California-born U.S. citizen who is the son of Oseguera’s wife, Rosalinda González Valencia and has emerged as Mencho’s heir-apparent. A leader in the cartel’s elite commando force, he’s known as R-3. The U.S. is offering a $5 million reward for him. ( His mother Rosalinda, AKA La Jefa, comes from a powerful cartel dynasty, the Valencias. Her uncle is Armando Valencia, AKA El Maradona, founder of the Milenio Cartel, the predecessor of the CJNG. A major player in her own right, Rosalinda spent time in a Mexican prison for money laundering but was released last February, according to news reports in Mexico.)
Sheinbaum has convinced many in Washington that she is sincere in her determination to break the power of the cartels, especially the CJNG, which has menaced her administration unceasingly.
In 2020, Sheinbaum’s trusted advisor Omar García Harfuch, then Mexico City’s chief of police, narrowly survived a CJNG assasination attempt. Sheinbaum was Mexico City’s mayor at the time. When Sheinbaum became president in October 2024, she named Harfuch national security minister and accelerated military raids on CJNG labs and other sites.
But so far, the cartel has proved stronger. Last March, Mexican soldiers and national guardsmen driving in a convoy near CJNG territory on the border between Jalisco and Michoacán states were ambushed, and six security force officers and three CJNG hitmen were killed. Three days later, security forces in the area were again ambushed, two of their number killed and the rest forced to retreat.
On May 1, exactly 10 years to the day after the helicopter downing, Oseguera staged a flamboyant retribution for the incarceration of his son Menchito. Iván Morales Corrales, a Mexican policeman who survived the crash, badly burned, was decorated as a national hero and testified against Menchito in the U.S. trial in Los Angeles, was gunned down with his wife while driving on a quiet street in a town far from the CJNG’s turf. This was an unmistakable statement that the cartel could reach anyone, anywhere, anytime.
David Cristobal Barraza Sainz, known as Commander "Nitro" within the Sinaloa State Police, was shot and killed after an attack that took place on Pedro Infante Boulevard at around 1:00 p.m in Sinaloa, Mexico on July 15, 2025. (Photo by Stringer/Anadolu via Getty Images)
Derek Maltz, who served as DEA administrator until June and before that ran the agency’s elite Special Operations Division for a decade, believes that if the Mexican army fails to mount more operations against the CJNG and other cartel strongholds, the Trump team will seriously consider unilateral operations, despite Sheinbaum’s vocal objections. “If the U.S. government doesn't perceive that Mexico has the will or capabilities to literally take them off the playing field, I wouldn't be surprised that the administration is looking at targeted strikes on the [cartel] leadership,” Maltz told The Cipher Brief. “ I would personally encourage it. The president has made it clear that he's going to place American families first, trying to keep everyone safe and secure. So if it means taking out some kingpins in the narco-terrorist world, I would fully support that.”
As a practical matter, a raid or two wouldn’t solve the problem. Mexico’s cartels, like major corporations, could survive the loss of a few key executives. “Killing Mencho would be significant, but it's not going to take out the organization,” Craine said. “You're going to have to have sustained operations against the whole network.”
A global syndicate of evil
The CJNG has built out a complicated and durable executive structure in recent years as it has gone global and diversified.
“Mencho is expanding around the world,” Maltz told The Cipher Brief. He and his allies “have recognized the threat to their business enterprise with the increased attention by the Trump administration. So they're adjusting strategies, realigning, identifying new partnerships, being strategic in some of their global routes and capitalizing on the market in different areas of the world.” Maltz and other DEA veterans say Mencho has cemented international alliances with organized crime syndicates, from motorcycle gangs in the U.S to the Japanese Yakuza. When the profits to be made from human trafficking dwindled due to the Trump administration’s crackdown on the border, the CJNG developed other robust cash streams, including stealing fuel from the Mexican oil company PEMEX and other energy outlets, extorting avocado farmers, and even smuggling mercury, a pricey, poisonous by-product of gold-mining, according to the DEA and news reports.
“The CJNG is the first international criminal conglomerate,” Craine said. “It’s the first ICC to operate worldwide and to have criminal control of legal commodities and services as well, such as oil, gasoline, minerals, chemicals, timber, government funding, infrastructure and resources, armed forces, weapons, politics, police services, judicial systems, international financial services, and so forth.”
What’s most alarming is the significant CJNG and Sinaloa cartel presence in the U.S.
“What we face today in Southern California is a full-scale infiltration by foreign criminal empires, the Sinaloa cartel and the Jalisco New Generation cartel – paramilitary organizations with global supply chains, corporate level logistics, and battlefield tactics,” Matthew Allen, DEA’s chief of operations, told the Senate Judiciary committee last June.
Allen testified that a few weeks earlier, a DEA team had raided an old warehouse in downtown Los Angeles, a few blocks from the agency’s big Southern California office. Hidden inside, the agents discovered, was a luxurious CJNG safe house with places for cartel operatives to lounge, a pool table, polished floors and, presiding over it all, a floor-to-ceiling mural of El Mencho, depicted in a bulletproof vest emblazoned with the CJNG insignia and Mencho’s personal symbol, a bloody cockfight.
It was, Allen said, “a shrine, not hidden in the jungle or some remote compound but right in the heart of the heart of America’s second-largest city. The message was clear: ‘We are here. We are among you’.”
Image of Cartel de Jalisco Nueva Generación safe house in Los Angeles.(DEA Official)
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Seattle-based Radical says it has put a full-size prototype for a solar-powered drone through its first flight, marking one low-altitude step in the startup’s campaign to send robo-planes into the stratosphere for long-duration military and commercial missions.
“It’s a 120-foot-wingspan aircraft that only weighs 240 pounds,” Radical CEO James Thomas told GeekWire. “We’re talking about something that has a wingspan just a bit bigger than a Boeing 737, but it only weighs a little bit more than a person. So, it’s a pretty extreme piece of engineering, and we’re really proud of what our team has achieved so far.”
Last month’s flight test was conducted at the Tillamook UAS Test Range in Oregon, which is one of the sites designated by the Federal Aviation Administration for testing uncrewed aerial systems. Thomas declined to delve into the details about the flight’s duration or maximum altitude, other than to say that it was a low-altitude flight.
“We take off from the top of a car, and takeoff speeds are very low, so it flies just over 15 miles an hour on the ground or at low altitudes,” he said. (Thomas later added that the car was a Subaru, a choice he called “a Pacific Northwest move, I guess.”)
The prototype ran on battery power alone, but future flights will make use of solar arrays mounted on the plane’s wings to keep it in the air at altitudes as high as 65,000 feet for months at a time. For last month’s test, engineers added ballast to the prototype to match the weight of the solar panels and batteries required for stratospheric flight. Thomas said he expects high-altitude tests to begin next year.





Thomas and his fellow co-founder, chief technology officer Cyriel Notteboom, are veterans of Prime Air, Amazon’s effort to field a fleet of delivery drones. They left Amazon in mid-2022 to launch Radical and have since raised more than $4.5 million in funding. September’s test of a full-size drone follows up on the 24-hour-plus flight of a 13-pound subscale prototype in 2023.
The company’s manufacturing operation is based in Seattle’s Ballard neighborhood. There are currently six people on the team, plus a new hire, Thomas said. “We’re still lean,” he said. “To make this airplane work, it has to be really efficient, right? Really efficient electronics and aerodynamics. And you also need a really efficient team.”
Thomas said Radical has attracted interest from potential customers, but he shied away from discussing details. “We’re working with groups in the government and also commercially,” he said. “Obviously there are applications at the end of this that span everything from imagery through telecommunications and weather forecasting. There are a lot of people really interested in the technology, and the thing that stops us from serving those customers is not having a product up in the sky. So, that’s what we’re working through.”
Radical’s solar-powered airplane, known as Evenstar, is just one example of a class of aircraft known as high-altitude platform stations, or HAPS. Thomas and his teammates use a different term to refer to Evenstar. They call it a StratoSat, because it’s designed to take on many of the tasks typically assigned to satellites — but without the costs and the hassles associated with launching a spacecraft.
Potential applications include doing surveillance from a vantage point that’s difficult to attack, providing telecommunication links in areas where connectivity is constrained, monitoring weather patterns and conducting atmospheric research.
“We have customers who are really excited about the way that this can improve how we understand Earth’s weather systems and climate,” Thomas said. “That’s an application that we’re really excited to get into.”
Evenstar will carry payloads weighing up to about 33 pounds (15 kilograms). “That was based on analysis about major use cases,” Thomas explained. “That payload is enough to carry high-bandwidth, direct-to-device radio communications, or to carry ultra-high-resolution imaging equipment.”
Radical isn’t the only company working on solar-powered aircraft built for long-duration flights in the stratosphere. Other entrants in the market include AeroVironment, SoftBank, BAE Systems, Swift Engineering, Kea Aerospace, Korea Aerospace Industries and NewSpace Research & Technologies. Airbus’ solar-powered Zephyr set the record for long-duration stratospheric flight in 2022 with a 64-day test mission that ended in a crash.
Among those who tried but failed to field stratospheric solar drones are Alphabet, which closed down Titan Aerospace in 2016; and Facebook, which abandoned Project Aquila in 2018.
Thomas said the outlook for high-flying solar planes has brightened in the past decade.
“The key supporting technologies have matured enormously,” he said. “Commercial battery energy density has doubled in that 10-year time period. Solar cells are 10 times cheaper than they were just 10 years ago. And then you have advances in compute and AI, and all of these things feed into the situation we have now, where it’s actually possible to make the models close — whereas when we run the 10-year-old numbers, we can’t close the models.”
The way Thomas sees it, the concept behind Radical isn’t all that radical anymore.
“Not only do our models say this will work, but we have flight data that agrees with our models, and says this is a technology that can serve its purpose and unlock the potential of persistent infrastructure in the sky,” he said. “I can see why other people are pursuing it. It’s not a new idea. It’s one that people have wanted to crack for a long time, and we’re at this critical inflection point where it’s finally possible.”
DEEP DIVE – Often lost in the Trump administration's on-again, off-again offer to deliver Tomahawk missiles to Ukraine is the proposed deal that would see Kyiv supply military technology to Washington, rather than the other way around. It’s a potential military and political boon to Ukraine, and a reflection of the remarkable speed and quality of Ukraine’s defense-sector innovation.
“Ukraine now has technologies that have been proven to be effective against a peer adversary – namely Russia,” Samuel Bendett, a Russia expert at the Center for Naval Analyses Russia Studies Program, told The Cipher Brief. “These are not just concepts. These are not just prototypes. These are actual proven, battlefield-tested technologies. And they are in demand.”
President Volodymyr Zelensky first proposed what he called the “mega-drone deal” with the U.S. in July, calling it a “win-win” arrangement under which the U.S. would gain Ukraine’s battlefield‑tested drones and technology, and his country would get a new stream of American military aid. The Tomahawks were to have been part of the deal, but while the Oct. 17 Trump-Zelensky White House meeting appeared to close the door on that possibility, Zelensky said he had held talks on the broader deal with U.S. officials and leaders of Raytheon and Lockheed Martin.
Back in Kyiv, Zelensky said he had made the case that the war has provided an unparalleled testing ground for Ukraine’s arsenal of new drone weapons. “The U.S. has a large industry,” he said, “yet the industry itself says: ‘We don’t have your practice today, and undoubtedly your drones are the best today’.”
Defense tech and security experts have raved for years about the scope and speed of Ukraine's defense innovation. At last week’s Cipher Brief 2025 Threat Conference, former CIA Director Gen. David Petraeus spoke of the “staggering” scale of Ukraine’s drone production, and a gap between Ukraine’s pace of innovation and U.S. defense preparedness.
“We're not responding rapidly enough to that in the United States,” Gen. Petraeus said. “Keep in mind we're manufacturing maybe 300,000-400,000 drones in the United States. The Ukrainians alone are manufacturing 3.5 million.”
Zelensky’s challenge now is to leverage that success to get his “mega-drone deal” done – and to turn his country from a recipient of U.S. military aid to a defense industry trading partner of Washington’s.
The Ukrainian Edge
In the three and a half years since Russia’s full-scale invasion, Ukraine has vaulted to the top tiers of global defense technology innovation – a warp-speed evolution from what Ukrainian member of parliament Oleksiy Goncharenko called “garage-scale” to “battlefield-scale” production of sophisticated, cutting-edge weaponry. An October Jamestown Foundation report says Ukraine now has "the world's most innovative defense sector."
The country’s greatest successes have come with drone weaponry. In the immediate aftermath of Russia’s February 2022 invasion, Ukraine welcomed deliveries of Turkish Bayraktar drones – what some called the saviour of Ukraine’s initial resistance – but from the start, the country’s tech and defense sectors went to work to boost their own UAV production.
“Drone factories cropped up in every garage across Ukraine once people started realizing the utility of drones and how important they would be,” Retired Chief Warrant Officer Joey Gagnard told The Cipher Brief conference.
Today the made-in-Ukraine arsenal features the FPV (“first person view”) attack drones, long-range strike UAVs, and an array of interceptor and underwater drones. On Oct. 22, Ukraine’s Security Service unveiled a new generation of “Sea Baby” naval drones that can travel nearly 1,000 miles and carry 4,000 pounds of cargo.
Goncharenko believes it was the underwater drones that first captured broad attention in the West, following sea-drone attacks that damaged or destroyed nearly a dozen Russian ships.
“It was an absolutely new chapter in maritime warfare and there was a lot of interest,” Goncharenko told The Cipher Brief. “It was clear that no other nation has this, and when you have something new and really effective, others will be interested.”
Certainly the U.S. is interested. In June, the White House issued an Executive Order aimed at boosting the American drone sector, and Secretary of the Army Dan Driscoll has spoken often of the need for the U.S. to learn from the Ukrainian experience.
“When you look at Ukraine and how the battle is being fought, it is no longer sufficient to have a long procurement process that takes two and a half years to get the first prototype, two more years to get it at scale, and then four years to get it in the hands of soldiers,” Driscoll told The War On the Rocks podcast. “Those eight years, contrasted with the two weeks right now that drones are being updated in Ukraine, have made it an imperative that either we do this now or we do it in the first six months of a conflict when American soldiers are losing their lives.”
Driscoll and others have highlighted Ukraine’s June “Spider Web” operation in which 117 FPV drones damaged more than 40 fighter jets at five Russian bases. “At a cost of a mere tens of thousands of dollars,” Driscoll said, “Ukraine inflicted billions in damage, potentially setting back Russia’s bomber capabilities for years.”
Beyond the weapons themselves, Western defense officials have taken note of Ukraine’s “Brave1,” a platform that encourages innovation and includes a digital procurement system under which frontline commanders can offer feedback on weaponry, and order drones directly from manufacturers, with delivery in as little as a week. That would be a stunningly fast rate of response for any military.
“Ukraine has created a very fast innovation cycle and one which I think is different from the typical approach both in the U.S. and other NATO countries” Andrew Radin, a Senior Political Analyst at RAND, told The Cipher Brief. “That quick-turn, decentralized approach is quite different and one that I think U.S. leaders are learning from. There's clearly an idea to draw inspiration from Ukrainian practices.”
According to several reports, senior U.S. military officers in Europe have studied the Brave1 system, which lists hundreds of Ukrainian drone weapons for sale. Ukrainian repair shops also provide rapid emergency help, keeping battlefield systems operational — another capability U.S. officials are hoping to replicate.
“We’re going to have to be more agile,” Randy George, the Army Chief of Staff, said in June. “Drones are going to constantly change…We’re going to need a lot more agility in how we buy things.”
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Anatomy of a deal
The essence of the proposed “mega-drone deal” is simple – an exchange that brings high-demand weapons and technology to both sides.
The U.S. would acquire a range of Ukrainian drone weaponry — low‑cost “attritable” systems (i.e. drones that are expendable without great financial loss); cutting-edge counter-drone technologies; and above all, systems that have been tested and proven in ways that cannot possibly be replicated in the U.S.
“Ukraine has resources and education that the U.S. and other partners have not had,” Radin said. “And Ukraine, because of its wartime incentives, is pursuing products for the immediate current technology and challenges that they're facing, whereas Western industry and Western MODs [ministries of defense] have been trying to think forward and predict how we operate.”
“All the technology and weaponry that Ukraine brings to the table is combat proven, and that’s not something that can be said for a lot of American systems,” Bendett said. “The U.S. defense sector is very adaptable, but we don’t have that sense of urgency. Our back is not against the wall.”
Among the benefits for Ukraine are help in scaling its drone production, greater profits for its growing defense industries, and a more reliable supply of American air-defense and long-range weaponry. And – perhaps as important as anything — the less tangible benefit of a long-term defense partnership with the U.S.
“This deal is not just military, it’s political, because Ukraine needs U.S. support,” Bendett said. “You’re not just buying a weapon or a system. You’re buying political will, you’re buying alliances.”
“Every piece of our cooperation with the United States is valuable because for us, cooperation with the United States means building a relationship,” Goncharenko said. “We need this cooperation. So for us it's absolutely win-win.”
Zelensky and other Ukrainian officials have put the potential value of the U.S.-Ukraine defense trade in the tens of billions of dollars. In early October, a delegation led by Ukraine’s Deputy Defense Minister Serhii Boyev traveled to the U.S. to work out “technical” implementation details, and by the time of Zelensky’s visit, the two sides were said to be “finalizing a framework.” But officials on both sides have said it may take several months to bring a deal across the finish line.
Among details and questions to settle: Whether the U.S. would buy existing weapons or license Ukrainian designs — and if the latter, would the drones be manufactured in a joint partnership with Ukrainians? There is precedent for such partnerships; on Oct. 20, AIRO and the Ukrainian defense company Bullet announced a joint venture for the production of high-speed interceptor drones. Any U.S. purchase of existing Ukrainian drones would require vetting for any Chinese‑origin components, to satisfy U.S. export‑control protocols.
Meanwhile, the overall relationship – and President Trump’s own vagaries – hang over any potential arrangement. In the last month alone, the administration has swung repeatedly from seemingly pro-Ukraine views (i.e., the proposed Tomahawk delivery) to greater sympathy for Moscow (the proposed Budapest summit between Trump and Vladimir Putin) and back again. Among the Ukrainian hopes is that the drone-tech-for weapons deal would offer some insulation, the next time the pendulum of U.S. policy swings back towards Moscow.
“The drones are one of the ‘cards’ we do have,” Goncharenko said, a reference to the disastrous Feb. 28 Oval Office meeting at which Trump castigated Zelensky and told him, “You don’t have any cards.” He added that while he never doubted the skill levels in his country’s high-tech sector, he also could never have fathomed that Ukraine might one day produce weaponry that the U.S. would wish to buy.
“I couldn't imagine that Ukrainian defense technologies will be one of the most prominent on the planet. All of this was quite unimaginable,” Goncharenko said. And then he added, with a smile, “I think now Trump would not say you don't have any cards. We don't have many cards, but we do have some.”
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OPINION — For most of modern history, asymmetric conflict conjured a familiar image: guerrillas in the hills, insurgents planting roadside bombs, or terrorists striking with crude weapons. The weak have traditionally offset the strong with mobility, surprise, and a willingness to take punishment.
That world is vanishing. A new age of synthetic asymmetry is emerging, one defined not by geography or ingenuity but by the convergence of technologies that enable small actors to wreak large-scale disruption. Unlike past asymmetry, which grew organically out of circumstance, this new form is engineered. It is synthetic, built from code, data, algorithms, satellites, and biotech labs. Here, “synthetic” carries a double meaning: it is both man-made and the product of synthesis, where disparate technologies combine to produce effects greater than the sum of their parts.
The implications for global security are profound. Power isn’t just about the size of an army or the depth of a treasury. It’s increasingly about who can combine technologies faster and more effectively.
A Brief History of Asymmetry
The weak finding ways to resist the strong is as old as conflict itself, but each era has defined asymmetry differently – shaped by the tools available and the political conditions of the time.
Nineteenth and 20th century resistance fighters, from Spain’s guerrilleros against Napoleon to Mao’s partisans in China, pioneered strategies that leveraged terrain, mobility, and popular support to frustrate superior armies. These methods set the template for Vietnam, where North Vietnamese and Viet Cong forces offset American firepower by blending into the population and stretching the war into a contest of political will.
The late 20th century brought new asymmetric forms. In Afghanistan, the mujahideen used Stinger missiles to neutralize Soviet air power. In Iraq, improvised explosive devices (IEDs) became the great equalizer, allowing insurgents to impose costs on heavily armored U.S. forces. Al-Qaeda and later ISIS demonstrated how transnational terrorist networks could project power globally with minimal resources, using ideology and spectacular violence to substitute for armies.
By the early 2000s, the cyber domain opened an entirely new front. The 2007 attacks on Estonia, widely attributed to Russian actors, showed that digital disruption could cripple a modern state without conventional force. Just three years later, the Stuxnet worm revealed how code could achieve effects once reserved for kinetic strikes, sabotaging Iranian nuclear centrifuges. These incidents marked the beginning of cyber as a core tool of asymmetric power.
The Arab Spring of 2011 revealed another evolution. Social media allowed activists to outmaneuver state censorship, coordinate mass mobilizations, and project their struggles globally. Authoritarian regimes learned just as quickly, harnessing the same tools for surveillance, propaganda, and repression. Asymmetric power was no longer only about insurgents with rifles; it could be exercised through smartphones and hashtags.
What began as the playbook of the weak has now been eagerly adapted by the strong. Russia weaponized social media to influence elections and deployed “little green men” in Crimea, deniable forces designed to blur the line between war and peace. Its use of mercenary groups like Wagner added a layer of plausible deniability, allowing Moscow to project power in Africa and the Middle East without formal commitments. China has fused state and private industry to pursue “civil-military fusion” in cyberspace, using intellectual property theft and digital influence campaigns to achieve strategic goals without firing a shot. Even the United States, though historically the target of asymmetric tactics, has employed them, using cyber operations like Stuxnet and financial sanctions as tools of coercion.
This adaptation by great powers underscores the shift: asymmetry is no longer just the recourse of the weak. It has become a strategic option for all actors, strong and weak alike. These episodes trace an arc: from guerrilla tactics shaped by terrain to a world where asymmetry is engineered by design.
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Convergence as a Weapon
Synthetic asymmetry is not the product of a single breakthrough. It’s a result of technologies intertwining, with emergent results exceeding the sum of the parts.
● Artificial intelligence and autonomy turn cheap drones into swarming strike platforms and enable generative AI-fueled propaganda that is instantly localized, highly scalable, and adapts in real time.
● Biotechnology, leveraged by the democratization of tools like CRISPR and gene synthesis, opens doors to agricultural sabotage, engineered pathogens, or personalized biotargeting once confined to elite labs.
● Cyber and quantum computing erode modern infrastructure–today through leaked state tools in criminal hands, tomorrow through quantum’s threat to encryption.
● Commercial space assets put reconnaissance and global communications in reach of militias and small states.
● Cryptocurrencies and decentralized finance fund rogue actors and blunt the power of sanctions.
● Undersea infrastructure opens a highly asymmetric chokepoint, where low-cost submersibles or sabotage can sever global fiber-optic cables and energy pipelines, inflicting massive economic damage.
This is less about any one killer app than about convergence itself becoming a weapon.
Asymmetric warfare has always been about imbalance, but the shift to synthetic asymmetry is an exponential leap. A single phishing email can cripple a city’s infrastructure. Off-the-shelf drones can threaten billion-dollar ships. AI-powered disinformation efforts can destabilize national elections. This new ratio of effort to impact is more disproportionate than anything we’ve seen before.
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Where Synthetic Asymmetry Is Already Here
Ukraine's defense shows what convergence looks like in practice. Commercial drones retrofitted for combat, AI-assisted targeting, crypto-based crowdfunding, and open-source satellite intelligence have allowed a middle-sized country to hold its own against one of the world’s largest militaries. The drone is to the 21st century what the AK-47 was to the 20th: cheap, accessible, and transformative.
In Gaza, reports suggest AI-driven targeting systems have accelerated lethal decision-making. Proponents say they improved efficiency; critics warn they lowered thresholds for force and reduced accountability. Either way, the software changed the calculus of war. When algorithms operate at machine speed, traditional political checks on violence weaken.
Iran has demonstrated how low-cost drone technology can harass U.S. naval forces and regional shipping. These platforms cost a fraction of the vessels and missile defenses required to counter them. Combined with cyber probes against Gulf energy infrastructure, Iran illustrates how synthetic asymmetry allows a mid-tier state to impose global strategic costs.
China’s campaigns against Taiwan go beyond military intimidation. They include AI-generated disinformation, synthetic social media accounts, and coordinated influence operations designed to erode trust in democratic institutions. This is synthetic asymmetry in the cognitive domain, an attempt to shift political outcomes before shots are ever fired.
In parts of Africa, mercenary groups operate with funding streams routed through cryptocurrency wallets, supported by commercial satellite communications. These mercenaries operate in gray zones, blurring the line between private enterprise and state proxy. Accountability vanishes in a haze of digital anonymity. Ransomware gangs, meanwhile, already display near-peer disruptive power. They freeze hospitals and pipelines, extract ransoms, and launder funds through crypto markets. Add generative AI for phishing and deepfake voices for fraud, and these groups begin to resemble stateless proto-powers in the digital realm.
The Private Sector as a Geopolitical Actor
Synthetic asymmetry also elevates the role of private companies. Commercial satellite firms provided Ukraine with near-real-time battlefield imagery. SpaceX’s Starlink network became essential to Kyiv’s communications, until its corporate leadership balked at enabling certain military uses. Crypto exchanges, meanwhile, have been both conduits for sanctions evasion and partners in enforcement.
These examples reveal a new reality: private entities now hold levers of power once reserved for states. But their interests are not always aligned with national strategies. A tech CEO may prioritize shareholder value or brand reputation over geopolitical objectives. This creates a new layer of vulnerability—governments dependent on private infrastructure must negotiate, persuade, or regulate their own corporate champions to ensure strategic alignment. The private sector is becoming a semi-independent actor in world politics.
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The Cognitive and Economic Fronts
Perhaps the most destabilizing form of synthetic asymmetry lies in the cognitive domain. Deepfakes that impersonate leaders, AI-generated news outlets, and precision microtargeting of narratives can shape perceptions at scale. The cost of attack is negligible; the cost of defense is nothing less than the integrity of public discourse. For democracies, the danger is acute because open debate is their lifeblood.
Synthetic asymmetry also reshapes geopolitics through finance. North Korea has bankrolled its weapons programs through crypto theft. Russian oligarchs have sheltered assets in opaque digital networks. Decentralized finance platforms move billions across borders beyond the reach of traditional oversight. This financial shadow world undermines sanctions, once a cornerstone of Western statecraft, and allows actors to sustain pressure that would once have been crippling.
Why Democracies are Both Vulnerable and Strong
Herein lies the paradox: democracies are more exposed to synthetic asymmetry precisely because of their openness. Their media, economies, and political systems are target-rich. Legal and ethical constraints also slow the adoption of equivalent offensive tools.
Yet democracies hold underappreciated strengths: decentralized command cultures that empower rapid adaptation, innovation ecosystems that thrive on openness and collaboration, and alliances that allow for collective defense. The task is to recognize culture itself as a strategic asset and to organize defense not around any single domain, but across all of them.
Ethical and Legal Frameworks in Flux
The rise of synthetic asymmetry is colliding with international law and norms written for an earlier era. The legal status of cyber operations remains contested: is a crippling ransomware attack on a hospital an act of war, or a crime? The Tallinn Manual, NATO’s best attempt at clarifying how international law applies in cyberspace, remains largely aspirational.
AI-driven weapons systems pose even sharper dilemmas. Who is accountable when an algorithm selects a target in error? Should lethal decision-making be delegated to machines at all? The pace of technological change is outstripping the slow processes of treaty-making, leaving a widening gap between capability and governance, a gap where much of the risk resides.
Beyond Cold War Deterrence
Traditional deterrence, threatening massive retaliation, works poorly in a world of synthetic asymmetry. Many attackers are diffuse, deniable, or stateless. They thrive in gray zones where attribution is murky and escalation is uncertain.
What’s required is not just more technology, but a new doctrine for resilience: one that integrates cyber, cognitive, biological, economic, and space defenses as a single system. That doctrine has not yet been written, but its absence is already being exploited. At ISRS, we see this convergence daily, working with governments and institutions to adapt strategies for engineered asymmetric disruption.
We are at a hinge moment in strategic affairs. Just as the machine gun upended 19th-century doctrine and nuclear weapons reordered 20th-century geopolitics, the convergence of today’s technologies is reshaping the distribution of power. The future won’t be decided by who fields the biggest army. It will be decided by who can synthesize technologies into a disruptive force faster. That is the coming age of synthetic asymmetry. The question is whether democracies will recognize it and prepare before it fully arrives.
The Cipher Brief is committed to publishing a range of perspectives on national security issues submitted by deeply experienced national security professionals.
Opinions expressed are those of the author and do not represent the views or opinions of The Cipher Brief.
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OPINION — Russian drones are forcing airports to close and fighter jets are breaching NATO airspace – clear signals of Moscow’s widening hybrid campaign. The cost imbalance is stark, with Europe spending hundreds of thousands to destroy drones worth a fraction of that. Emboldened by this asymmetry, Vladimir Putin is escalating with growing confidence, betting that the West will stop short of real retribution, like giving Ukraine long-range missiles to destroy his drone factories.
Russia began its escalation on Sept. 9 by sending drones into Polish airspace, followed by an incursion into Romania. Days later, a Russian fighter jet breached Estonian airspace. In recent weeks, drones have been shutting down airports in Denmark and Norway.
Moscow is intensifying its hybrid warfare campaign against Europe in the hope of pressuring governments into concessions. At the same time, Putin depends on a state of constant confrontation to sustain his regime.
Months of U.S. diplomacy with Moscow under the Trump administration have also achieved little. President Donald Trump insists he is always “two weeks” away from a decision, but the Kremlin calculates it can outlast Ukraine on the battlefield, fracture European unity, and sap American interest. Russia remains defiant, refusing meaningful negotiations.
As Le Monde observed, Russian diplomacy follows familiar Soviet patterns: table maximalist demands, stage symbolic talks, issue threats, then offer only token concessions. George Kennan, the American diplomat who defined early Cold War strategy, once noted that the Soviets “will ask for the moon, demand the moon, and accept nothing less.”
John Sullivan, U.S. ambassador to Moscow from 2020 to 2022, echoed the same view, describing Russian negotiations as “maximalist demands, surrender nothing, paranoia to the nth degree.” Europe must strip away all false illusions that the war will end anytime soon.
Any sort of peace agreement that resembles the Budapest Memorandum or Minsk agreements will surely bring a much bigger war to Europe in the future. And the Trump administration has shown itself to be an unreliable ally. But that’s not necessarily a bad thing, if Europe can take advantage and scale its own capabilities and European defense firms.
At the same time, Washington’s own priorities are shifting. According to POLITICO, The Pentagon’s new draft defense strategy places homeland and Western Hemisphere security above countering China or Russia.
To Trump’s credit, in just a few months he has pushed Europe to take the Russian threat more seriously than some capitals managed in three years of full-scale war. Germany, the continent’s largest economy, had announced sweeping ambitions to rebuild its military after the invasion. But once it became clear that Ukraine would not collapse, Berlin grew complacent, and much of its investment drive – including the much-touted €100 billion “special fund” – faltered.
However, Washington’s retreat also presents Europe with a chance to take greater ownership of its security and lessen its reliance on the United States. In our new Henry Jackson Society report, European Defence Autonomy: Identifying Key Companies and Projects to Replace U.S. Capabilities, my co-author Mykola Kuzmin and I argue that Europe now has a strategic opportunity to leverage its own European defense sector to prepare for a future war with Russia if it comes to that. It is better to be prepared than left scrambling when the moment of crisis arrives.
Europe cannot afford to rely on the U.S. for its core defense capabilities – nor on the whims of individuals like Elon Musk, shown by his restricting of Starlink access in Ukraine in Kherson and occupied-Crimea. Starlink’s unrivaled 8,000-satellite constellation highlights Europe’s dependence, with alternatives like Eutelsat OneWeb far smaller and prohibitively expensive. At the same time, Russia is developing a $5 billion satellite internet system called Rassvet, intended as an alternative to Starlink, with plans to launch nearly 300 satellites by 2030.
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This technological push comes alongside its aggressive use of drones to overwhelm Ukrainian air defenses. Russia has been overwhelming Ukrainian cities with nightly drone attacks and has flown over 530 surveillance drones across Germany this year to monitor Western arms shipments, including near Bundeswehr bases. Yet German forces cannot shoot them down due to legal limits.
If Moscow is already doing this with its hybrid war, the scale of a full-scale war will be far greater. The economics of war are quickly being transformed in Ukraine. That is why Europe must invest in low-cost drone interceptors and other scalable technologies. Relying on million-dollar American Patriot interceptor missiles for every drone attack is simply unsustainable.
Russia and China have a booming drone-alliance and the Axis of Evil is helping one another grow technologically. Iran, North Korea, and Venezuela are all gaining technologically through cooperation with one another.
Deborah Fairlamb, co-founder of Green Flag Ventures, a venture capital fund for Ukrainian startups said, “Chinese components continue to be found in downed Russian drones, and a number of Chinese nationals have been documented alongside Russian troops – indicating that tactical and technological lessons are being shared between Russia, China, and North Korea.”
The continent also has a booming defense tech sector, and I have embedded with frontline units using European technologies like the Vector drone. As the Financial Times noted, “Europe now boasts three defence start-ups with a ‘unicorn’ valuation of more than €1bn: drone makers Helsing, Quantum Systems, and Tekever.”
Lyuba Shipovich, CEO of Dignitas Ukraine highlighted that Estonia has multiple companies now working on robotics. “We don’t have many of their systems here because they’re expensive, but some are comparable to Ukrainian designs,” said Shipovich.
Estonia-based Milrem Robotics has found success in Ukraine, and its THeMIS unmanned ground vehicle (UGV) is being used on the front. Milrem’s THeMIS UGVs are proving their worth in Ukraine – so much so that Russia offered a bounty for capturing them intact.
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Crucially, Europe has Ukraine on its side, which is now a global drone superpower. “What does carry undeniable value for the West, however, is the experience and insight of Ukrainian engineers,” said Vitaliy Goncharuk, CEO of A19Lab and former Chairman of the Artificial Intelligence Committee of Ukraine.
But Kyiv urgently needs more funding to scale weapons production, and Europe should focus on fully integrating Ukraine into its broader defense sector. The tempo of war is accelerating, with innovation cycles now measured in mere weeks and months. As one European diplomat put it: “The speed of innovation is so quick: It’s a six-week cycle and then it’s obsolete.”
The war is now a technological race and Ukrainian engineers are at the forefront. Oleksandra Ustinova, a Ukrainian member of parliament said, “Ukraine has developed technologies under real battlefield conditions that the rest of the world will want in the next five years.”
In fact, Kyiv has the capacity to produce millions of drones, but money remains the limiting factor. “Ukraine can produce 8–10 million FPVs annually but can only afford to buy about 4.5 million in 2025,” said Serhii Kuzan, chairman of the Ukrainian Security and Cooperation Center and former Ministry of Defense adviser. “Scaling requires European and international investment, via direct funding or joint ventures.”
Together with Ukraine, Europe can become an AI superpower and prepare for the future of automated warfare. It is Kyiv that is now educating the Europeans on how to build a “drone wall” to defend itself. But technology alone won’t decide the war, as will power is needed. The larger geopolitical stakes remain clear for the European alliance.
When Russia first invaded Ukraine in 2014 and the world failed to stop the seizure of Crimea, it fractured the international order that had held for decades. The longer Moscow wages its current war and if it secures any permanent gains, the more emboldened it will become. Russia sees itself as an empire, and empires expand. Europe must prepare accordingly, ready to fight alone if necessary.
The Cipher Brief is committed to publishing a range of perspectives on national security issues submitted by deeply experienced national security professionals.
Opinions expressed are those of the author and do not represent the views or opinions of The Cipher Brief.
Have a perspective to share based on your experience in the national security field? Send it to Editor@thecipherbrief.com for publication consideration.
Read more expert-driven national security insights, perspective and analysis in The Cipher BriefThe Cipher Brief's Special Report on Nat Sec EDGE 2025
The Nat Sec EDGE 2025 conference took place June 5–6, 2025 in Austin, Texas.
Foreword
The 2025 Nat Sec EDGE Conference brought together a diverse coalition of leaders from government, industry, investment, and innovation to confront a shared reality: America’s national security advantage is eroding-and our ability to adapt at speed will determine the outcome of future conflicts.
Across two days of discussions, senior officials, technologists, operators, and investors delivered a clear message: the U.S. is engaged in an unprecedented strategic competition with near-peer adversaries who are moving faster, with fewer constraints, in an effort to achieve dominance in emerging domains. While the U.S. still holds an innovation edge, our traditional systems for acquisition, classification, and risk management are too slow, too fragmented, and too siloed to respond to the velocity of today’s threats.
What emerged from this gathering in Austin, TX was not just urgency-but clarity. The U.S. needs a new model for national security innovation-one built around speed, trust, integration, and mission-first execution. This means enabling “new primes” that can move at the pace of technology, equipping the defense industrial base with secure pathways to scale, and empowering operators and decision-makers with the tools to bridge policy, procurement, and operational need.
It also means recognizing that the problem is no longer technological- it’s sociological. The innovation exists. The capital exists. The threat is clear. What’s missing are the connective tissues: the incentives, partnerships, and trust frameworks that can accelerate solutions from concept to deployment.
This report captures the most critical messages and moments from Nat Sec EDGE. It is intended as both a record and a roadmap-for those shaping the future of American security.
Suzanne Kelly, Brad Christian, Ethan Masucol and Connor Curfman contributed to this report.
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Read more expert-driven national security insights, perspective and analysis in The Cipher Brief because National Security is Everyone’s Business.

OPINION — Israel’s Operation Rising Lion will go down as among the most impressive military campaigns in history. Military academies, military planners, and the Intelligence Community will study it for decades. More urgent, however, is that policymakers understand the importance of U.S. support in enabling Israel to advance our shared interests.
In less than a fortnight, Israel brought to its knees a major regional adversary, geographically nearly 75 times its size and 1,000 miles away. As we learned on a recent trip to Israel with the Jewish Institute for National Security of America, Israel—with crucial U.S. support—crippled Iran’s nuclear and missile capabilities, dismantled its air defenses, and decapitated its command and control. At the Pentagon’s request, Israeli pilots cleared the way for U.S. B-2 bombers.
Since first exposing Iran’s nuclear weapons program in 1994, Israel knew that it might need to take military action. Yet, June’s attack was only seven months in the making. At the end of 2024, a narrower plan based on precision strikes against a few nuclear facilities was shelved and a far broader campaign was developed from scratch—targeting not only the entirety of Iran’s nuclear supply chain, but its ballistic missiles, top generals, and leading nuclear scientists as well.
What made that sweeping operation feasible was an extraordinary string of Israeli successes since the brutal Hamas attack on October 7, 2023. Israel defeated Hamas, decimated Hezbollah, defended itself against hundreds of Iranian-launched ballistic missiles and thousands of drones, eliminated Syrian anti-air batteries, and knocked out Iran’s advanced Russian S-300 air defenses, opening an unimpeded corridor to Iran.
Suddenly, Iran was more exposed than at any point in the last forty years. The regime responded by accelerating both its nuclear weapons research and missile production. Israel now had both the opportunity and urgent need to act quickly and comprehensively against myriad Iranian targets.
Rapidly expanding its war plan required Israel to gather intelligence on hundreds of additional targets, develop new capabilities and operational concepts, and ready large numbers of personnel for new and unfamiliar missions. It wasn’t until earlier this year, for example, that Israel decided to use its full fleet of combat aircraft - including older F-16s - against Iran. And it was just days before the June 13 “go” date that the operation’s final pieces were put in place.
The extraordinary agility and ingenuity of Israel’s planning was exceeded only by the excellence of its military execution. The campaign started with a surprise attack that combined exquisite intelligence with perfectly synchronized operations—including stand-off weapons, forward-deployed drones, and clandestine ground teams—to eliminate Iran’s top military command and leading scientists in the war’s first minutes.
Drawing on the full-range of its advanced capabilities - including indigenously developed air launched munitions and complex cyber operations - Israel systematically neutralized Iran’s air defenses, establishing total air superiority from the Iraqi border to Tehran in just forty-eight hours. For the rest of the war, Israeli jets owned the skies over their greatest enemy’s capital. Operating without challenge, Israeli UAVs blanketed Iranian missile sites, providing persistent intelligence and hunting missile launchers before they could fire.
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Essential to Israel’s success were its two squadrons of F-35 fifth-generation fighters. Every strike package had several of them in the lead. F-15 pilots told us they felt less safe without an F-35 nearby. The aircraft’s next generation avionics allowed pilots to detect and defeat Iranian defenses that intelligence had not previously identified—even when they obscured their position by keeping sensors turned off until Israeli jets were near.
Israel’s achievements are extraordinary. For the first time, a U.S. ally has taken the lead, utilizing American weapons, in achieving a decades-long, bipartisan U.S. national security objective - preventing a nuclear Iran - and has dealt a serious blow to our most dangerous enemy in a part of the world that has long been deemed vital to U.S. interests, and, in doing so, has almost single-handedly transformed the Middle East’s balance of power in favor of the West.
This success was enabled not by the United States joining the fight, vital though that was, but by the decades-long U.S. investment in Israel’s ability to defend itself - through weapons sales, joint training and intelligence sharing. Not to mention Israel’s fierce determination to fight back.
The lessons for policymakers from Operation Rising Lion are clear: Israel is a U.S. national security asset and we need more allies equally determined and capable.
The Iran war is not yet over; if left unchecked, Iran may well reconstitute its nuclear program, ballistic missiles, or terrorist network. Russia remains an aggressor and China the pacing threat. The United States should find and support regional partners, like Israel. Provide them with the weapons, intelligence, advanced technology, and political support needed to address these threats.
That’s real burden sharing—a local partner prepared to carry the lion’s share of the responsibility, not to mention the fighting and dying, to counter shared threats.
General Charles Wald, USAF (ret.), served as the deputy commander of U.S. European Command. Lieutenant General Robert P. Ashley, USA (ret.), was the 21st Director of the Defense Intelligence Agency. Vice Admiral Mark Fox, USN (ret.), served as Deputy Commander of U.S. Central Command. All three are members of the Jewish Institute for National Security of America’s (JINSA) Iran War Assessment.
The Cipher Brief is committed to publishing a range of perspectives on national security issues submitted by deeply experienced national security professionals.
Opinions expressed are those of the author and do not represent the views or opinions of The Cipher Brief.
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OPINION — The war in Ukraine has evolved into a complex geopolitical conflict, shaped not only by military strategy but by global economic dependencies. While Western nations continue to provide financial and military aid, a critical vulnerability has emerged: Ukraine's heavy reliance on Chinese drone components. The Ukrainian drone manufacturers with whom I have spoken admit that their drones are built from as much as 65% Chinese components. This dependence, while tactically necessary, has a paradoxical consequence: Western aid inadvertently strengthens the very supply chains that also benefit Russia, thereby prolonging the conflict.
Ultimately, Ukraine will only win this war by forcing Russia to spend enough that continuing to send soldiers and equipment into Ukraine becomes financially untenable. Because China maintains a strategic position in global technology manufacturing—especially in drone parts—both Ukraine and Russia draw from the same pool of resources, albeit through different channels. This paradox raises urgent questions about the effectiveness of Western aid and the long-term strategy for ending the war.
Rather than continuing to fund Ukraine’s drone purchases, the West should prioritize dismantling Chinese supply chain dominance. Doing so would not only weaken Russia’s access to critical technologies but also strengthen Western industrial capacity and reduce global reliance on China. Economic strategy, not just military support, is key to resolving the war in Ukraine and preparing for future global conflicts.
Ukraine's Dependence on Chinese Drone Components
Since the onset of Russia’s full-scale invasion, drones have become a cornerstone of Ukraine’s defense. During a recent trip to the Ukrainian front lines, a Ukrainian commander explained, “The DJI Mavic is the king of battle. Nothing else is even close.” DJI drones are manufactured in China, and by 2023, Ukraine was reportedly purchasing up to 30% of the company's global Mavic production.
This dependence, however, has become a strategic liability. In 2024 and 2025, China imposed export restrictions on drone components to Ukraine, including flight controllers, motors, and navigation cameras. Through this reliance, Ukraine is handing China control over its ability to sustain the war. These restrictions have severely disrupted Ukraine’s drone supply chain, leading to shortages on the front lines and forcing military units to seek alternatives.
This dynamic reveals a troubling reality: the same Chinese components Ukraine depends on have been found in Russian drones, including the Iranian-designed Shahed loitering munitions used to attack Ukrainian cities.
China’s Dual Role: Restricting Ukraine, Empowering Russia
China’s role in the Ukraine conflict is marked by strategic ambiguity—publicly claiming neutrality while quietly enabling Russia’s war effort. This posture has had profound consequences for both sides of the battlefield. On one hand, China has imposed export restrictions on drone components to Ukraine, severely limiting its ability to produce drones for frontline operations. On the other hand, China continues to supply Russia with dual-use technologies, such as semiconductors, drone engines, and optical sensors, which are critical to sustaining Moscow’s drone production. And finally, buying Chinese components strengthens China’s economy, which enables them to support disruptive regimes, namely Russia.
Evidence of China’s support for Russia is mounting. In July 2025, Ukraine imposed sanctions on five Chinese companies after recovering Chinese-made parts from downed Russian Shahed drones which were used in attacks on Kyiv. These firms—ranging from precision munitions manufacturers to logistics providers—were supplying components that bypass Western sanctions. This selective restriction strategy benefits Russia disproportionately.
Despite efforts to scale domestic production, Ukraine’s drone industry remains constrained by limited access to critical components and manufacturing capacity, making purchases from China a necessity. The result is a battlefield dynamic in which Ukraine’s technological edge is increasingly undermined by its dependence on a supply chain controlled by a country that is, at best, strategically ambiguous, and at worst, actively enabling Russia’s war effort.
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Western Funding and Its Unintended Consequences
While Western nations have poured billions into Ukraine’s drone industry with the intent of giving them a battlefield advantage, a significant portion of Ukraine’s drone production still depends on Chinese components. This creates a troubling paradox: Western funding intended to help Ukraine may be indirectly sustaining Chinese supply chains that benefit Russia. The problem is not just tactical—it’s structural. Western aid has focused on scaling production rather than rebuilding supply chains.
Many Ukrainian drone factories that claim domestic production are actually only assembling imported Chinese components. And it’s not their fault; there are no viable alternatives to the Chinese components needed to manufacture advanced drones. This dependency undermines the strategic value of Western investment and risks prolonging the war by keeping both sides tethered to the same global supply network.
Strategic Shift: Replace Chinese Supply Chains
To truly support Ukraine—and to prepare for future geopolitical challenges—Western nations must rethink their approach. Funding should be redirected from drone purchases to building resilient, non-Chinese supply chains. This means investing in domestic and allied manufacturing of critical components, supporting Ukrainian innovation through transfer of components, and creating joint production hubs in Europe and North America which sell to Ukraine at subsidized prices. Doing so will have the secondary benefit of establishing manufacturing capacity and expertise in Europe and North America, while simultaneously reducing cash flow to China. Only by severing the link to Chinese supply chains can the West ensure that its aid is not inadvertently resourcing its adversaries.
Momentum is building for this change. In 2025, the U.S. government launched a series of legislative reforms, including the “Unleashing American Drone Dominance” Executive Order, which mandates prioritization of U.S.-made drones for federal agencies. This was followed by the DoD Procurement Directive and the FY2025 National Defense Authorization Act, which expanded budgets and imposed new barriers on foreign drones. These moves have catalyzed a surge in investment, and there seems to be greater emphasis on the horizon.
Europe is also pivoting. The Atlantic Council’s strategy brief outlines a comprehensive “protect-promote-align” framework to secure supply chains. This includes banning Chinese drones in sensitive sectors, promoting domestic manufacturing, and aligning policies across NATO, the EU, and the G7. The goal is clear: build a resilient, secure, and democratic drone ecosystem that can withstand geopolitical shocks and support allied defense needs.
Replacing Chinese supply chains will not only shorten the war in Ukraine by cutting off Russia’s access to critical technologies—it will also strengthen Western readiness for future conflicts. It will create jobs, foster innovation, and restore strategic autonomy.
The war in Ukraine is not only a test of military resilience but a reflection of global economic interdependence. Ukraine’s reliance on Chinese drone components has created a strategic paradox—one in which Western aid may be inadvertently sustaining the very supply chains that empower Russia. China’s dual role, restricting Ukraine while enabling Russia, underscores the urgency of rethinking how support is structured. Continued funding for drone purchases, without addressing the underlying supply chain vulnerabilities, risks prolonging the conflict and weakening the West’s strategic position.
To truly help Ukraine win, the West must shift its focus from short-term battlefield solutions to long-term economic strategy. Replacing Chinese supply chains is not just about drones—it’s about restoring industrial sovereignty, reducing dependence on authoritarian regimes, and preparing for future conflicts. By investing in domestic and allied manufacturing, the West can build a resilient defense ecosystem that serves both immediate and future security needs. Victory in Ukraine will not come solely through firepower—it will come through economic strength, strategic foresight, and the courage to reshape the systems that underpin modern warfare. The time to act is now.
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Opinions expressed are those of the author and do not represent the views or opinions of The Cipher Brief.
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EXPERT INTERVIEW – Polish President Karol Nawrocki signed a classified decree over the weekend allowing armed forces of NATO member states to be present in his country after Poland’s airspace was violated by an incursion of 19 Russian drones last week.
Moscow’s incursion, which Western security experts see as a ‘test’ by Russia (even though it has denied those claims) that has prompted a series of responses intended to fend off a potential Russian attack in the future. And Poland isn’t alone. Romania, Lativa, Estonia and Lithuania have also reported drone incursions by Russian since Moscow’s full-scale invasion of Ukraine in February 2022.
Experts believe that any effective strategy to address the incursions must be focused on deterring Russian President Vladimir Putin. And despite earlier promises to impose stricter sanctions on Russia if President Putin does not end the war in Ukraine, President Donald Trump now says that the U.S. will only carry through with those sanctions if NATO member states do the same and end all purchases of Russian oil.
THE CONTEXT
THE INTERVIEW
The Cipher Brief spoke with former Supreme Allied Commander General Phil Breedlove (Ret.), who also served earlier in his career as a military fighter jet pilot, to better understand what’s stake and what options NATO has for implementing its own form of deterrence from future Russian aggression. Our conversation has been lightly edited for length and clarity. You can also watch our conversation on The Cipher Brief’s Digital Channel.
Gen. Breedlove retired as the Commander, Supreme Allied Command, Europe, SHAPE, Belgium and Headquarters, U.S. European Command, Stuttgart, Germany. He also served as Vice Chief of Staff of the U.S. Air Force, Senior Military Assistant to the Secretary of the Air Force; and Vice Director for Strategic Plans and Policy on the Joint Staff.
The Cipher Brief: How serious of an issue was Russia’s drone incursion into Poland?
Gen. Breedlove: I think it is serious, but it's not serious in the way that some in the press are reporting it. I've seen some press calling this an attack on Poland. I don't think that Mr. Putin intended to attack Poland, but I do believe it was completely and 1000% deliberate and that he is testing NATO and testing Poland. And for that reason, it is important. It is serious and we need to be taking appropriate action.
The Cipher Brief: Many experts are saying that what the U.S. decides to do in response could be consequential in terms of deterring President Putin. What do you think needs to be done to give NATO what it needs to be effective?
Gen. Breedlove: The very first thing would be a simple statement by President Trump saying, "This is wrong, Mr. Putin, stop it," and he needs to say it publicly for the whole world to see.
Second, I would encourage our government to help NATO to come to a better place on how we defend our skies. We are in a posture called air policing, that is a peacetime posture and operates under peacetime Rules of Engagement. Air policing is really a result of 9/11. It is a functionality of alert aircraft that are designed to address renegade - that's the official term - renegade aircraft, meaning aircraft that are not squawking appropriately, talking appropriately, or are flying in the wrong airspace. And all they can do in peacetime is to go up and to investigate and try to warn off the airplanes and this is only when a foreign country is flying over your airspace. So, as an example, when a British or a U.S. airplane is flying over Estonia, they have zero rules of engagement that allow them to engage the enemy, except in self-defense. If the enemy makes a move toward the aircraft, they can defend themselves. If the enemy makes a move to drop a bomb though, there are no rules of engagement for the air policing. I've been advocating since May of 2016 that we need to change our posture to an air defense posture with an air defense rule of engagement set, which would allow an American pilot to defend Estonia if the need arised.
The Cipher Brief: It’s not hard to imagine how a situation could escalate quickly. But you had an entire career to think about these types of things. You've also been a huge advocate of no-fly zones. You thought a no-fly zone needed to be imposed on Ukraine from day one. Could that have any bearing here now?
Gen. Breedlove: Absolutely. And we don't want to cry over spilt milk or water under the bridge, but we proposed a set of operations back in 2014, [when Russia invaded Crimea] and if we had adopted any of those, we would be in a different place than we are now. We are at the crux of being in the same situation again. In three or four years, we will be answering for the decisions we make now. And if we were to establish some sort of zone that says, "Mr. Putin, stop," publicly, loudly, so the Russian people can hear it and Mr. Putin can hear it, we will find ourselves in a different place in three years than if we just continue along the path that we're currently on.
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The Cipher Brief: Another thing that you have been very vocal on is deterrence. And the fact that the U.S. has really, despite actions that it has taken in the past, has not yet deterred the Russian president from aggressive acts against his neighbors. There's a sanctions package that's just waiting to be passed right now that a lot of Republicans in Congress are trying to push forward and it hasn't really gotten the support yet from the president. What impact might those sanctions have?
Breedlove: I'm a fan of sanctions, but we also have to be intellectually honest and understand that sanctions have never, ever changed Mr. Putin's battlefield actions. Sanctions have hurt Russia, they've hurt the Russian people, they've hurt the Russian economy and they're having an impact, and we need to keep them going. But sanctions alone have never changed Mr. Putin's battlefield actions. It's going to take more. I hope we adopt the sanctions. We need to tell Mr. Putin, "We are going to put these sanctions on you," and then do it. We've already said that and we’ve passed that red line a couple of times now, but this time we need to actually do it.
The other thing that would be a smart move by our president and our country would be to use every penny of frozen Russian assets to buy weapons for Ukraine. Why is this important? Most of that money belongs to oligarchs who are right below Mr. Putin, and you start taking their money and their boats and all that stuff away from them and he's not going to have as easy a time moving around in his own political circles. We need to start punishing those oligarchs by using their money to support the war effort in Ukraine. It would be important for the world to hear, especially the Russian people, that Russian money is paying for Ukrainian weapons.
The Cipher Brief: Using those frozen Russian assets has been another point of conversation for some time now that feels like a decision needs to be made one way or another. Whose decision is it right now, is it Europe?
Gen. Breedlove: Well, it's all of us. There are multiple systems that are involved, and this is going to have to be something that western leaders - to include our president - would have to rally to get it to move forward. It can't be a NATO action because you know Mr. Putin has at least two of our leaders in his pocket and they're going to vote against that if it's a NATO action. So, this has to be more of a coalition of the willing EU, NATO kind of thing where all the nations involved, including ours says, "This money is now going to the manufacturers in Europe and the manufacturers in America who are going to put forward weapons for Ukraine." That is the picture we need the Russian people to see, that their money, these oligarchs’ money is being used to buy Ukrainian weapons.
The Cipher Brief: What about other methods of deterrence?
Gen. Breedlove: I believe that we have strategic deterrence. I believe that we have conventional deterrence inside NATO, but I would tell you that tactical nuclear deterrence is beginning to fade because Mr. Putin continually talks about Russia lowering the bar and being ready to use tactical nuclear weapons. He's doing that to deter us, and it has worked. Former President Biden's administration was completely deterred. Mr. Trump's administration is nearly completely deterred when it comes to that realm. But here's the part that I think we need to think about. The previous administration said dozens of times, ‘We will defend every inch of NATO’. When President Biden said that, here's what President Putin heard: ‘Every other country is fair game have at it.’ So, he's essentially retaken Georgia politically. He's in the middle of doing the same in Moldova. He's attacking at will in Ukraine. So, we need to change that posture. We need to establish conventional deterrence outside of NATO because it has been forfeited and given away, and that is a problem.
The Cipher Brief: There's a lot of talk right now, a lot of speculation, a lot of concern, and a lot of talk about World War III when you're looking at the alignment of China and Russia. How realistic do you think that is?
Gen. Breedlove: That's exactly what Mr. Putin wants you to think. That is the exact result he wants, and he wants people like you and me talking about it and enhancing the message and getting everybody fearful of War War III. This is what is called reflexive control [Russian military theory based on the belief that you have control over your enemy by imposing assumptions that change the way they act]. Mr. Putin is exercising reflexive control, and it is working wildly. He is succeeding magnificently in controlling Western thought and especially, the decisions of Western leaders.
As I said before, Mr. Biden's administration was nearly completely deterred, and this administration is in the same place. Our most senior policy maker in the Pentagon is absolutely deterred, and we need to get past that. We need to think about how President Kennedy faced these kinds of problems during the Cuban missile crisis, how former President Reagan faced these problems during the intermediate range missile crisis and at how we’ve faced down the Soviet Union and Russia in the past. We seem to be somewhat incapable of doing that now.
Researchers Ian Coleman and Connor Cowman contributed to this report.
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EXPERT INTERVIEW – More Western leaders and national security experts are now saying that Russia’s recent drone incursion into Poland was not a mission gone wrong as Moscow suggested but was more likely an intended probe to determine how quickly the NATO alliance – created to safeguard security - might rally in the face of an expanded Russian attack.
President Vladimir Putin now has his answer.
In a swift response, NATO announced that it is bolstering it’s eastern flank defenses. Germany is expanding air policing over Poland. France is sending 3 Rafale fighter jets and The Netherlands is sending two Patriot air defenses, NASAMS and counter drone systems to Warsaw. The Czech Republic is sending additional helicopters and up to 150 soldiers to help defend Poland’s borders.
In this expert weekend interview, The Cipher Brief spoke with General David Petraus (Ret.) who was on the ground in Kyiv this week, talking with senior leaders - not only about the seriousness of Russia’s incursion into NATO territory - but also about how technology continues to dramatically alter the battlespace in Ukraine and how Moscow is now using its troops on the ground.
THE CONTEXT
THE EXPERT INTERVIEW
General David Petraeus served more than 37 years in the U.S. military with six consecutive commands, five of which were combat, including command of the Multi-National Force-Iraq during the Surge, U.S. Central Command, and Coalition and U.S. Forces in Afghanistan. He is a partner in the KKR global investment firm and chairs the firm’s global institute.
Our conversation has been lightly edited for length and clarity.
The Cipher Brief: Let’s talk about this week’s Russian drone incursion into Poland, whether you believe it was an accident on Moscow’s behalf or a calculated probe, how significant of an event was this?
General Petraeus: It was a very significant episode. Again, 19 drones entered Polish airspace. The bottom line is that this could not have been a mistake. These aren't on autopilot. They may have way points from which they're flying to and from, but there were pilots behind this significant incursion. Just recently, I saw a report that five of the drones were actually headed for a major base, which is one of the hubs from which a lot of the NATO equipment is transported into Ukraine. It's one of the big areas for trans-shipment.
The NATO response was impressive, in my view. Keep in mind, you had Dutch F-35s, Polish F-16s in the air very rapidly. They clearly must have seen this coming. They've rehearsed this in the past. There was an AWACS up there to help them also with the command and control and early warning, and aerial refueling tankers were flying so they could refuel as required. At least several of the drones were shot down. So, again, an impressive response.
And then as a result of that, Poland called for an Article Four gathering. Keep in mind, Article Five is a call to arms, Article Four is a call to meet. They did that at the North Atlantic Council, of course, in Brussels at NATO headquarters. And out of that, came a very comprehensive set of actions that NATO will take, which apparently includes the U.S. as some part of the air component, but it's going to beef up all of the different capabilities that would be needed, including anti-air and anti-ballistic missile defenses for those countries on the eastern front and a number of other capabilities as well. This is now Operation Eastern Sentry.
This wasn't a wake-up call because clearly, they were already awake to the threat, but it was a significant incursion that has generated a significant response. I think the tactical response was quite impressive. The operational response - not quite strategic - perhaps you could describe it as that by NATO, was very significant, as well and quick, too.
I'm hoping that there are even bigger strategic responses though, and that this might be the catalyst in Washington for Congress to work with the White House on the sanctions package that Senator Lindsey Graham and others have been working for a number of months, which would add substantial U.S. sanctions to those already imposed by the EU and European countries [on Russia].
And then on the European side, for this to galvanize support for what is now termed the von der Leyen plan or concept, which is of course Ursula von der Leyen, the President of the European Commission, who, by the way, gave a stirring State of the Union address written before the incursion, but delivered after it.
Her concept is to use those frozen hundreds of billions of dollars, of euros really, of frozen Russian reserves in European banks as collateral to give money to Ukraine now to help them. And as you know, the Ukrainians could build even more drones than the 3.5 million that they're going to build this year, if they had more money. And additional fundingwould be a huge help for them also in terms of their fiscal situation.
And then the frozen funds go back to Russia once Russia pays reparations to Ukraine for all the damage and destruction they have wrought in the country here. That's quite an artful approach because it avoids the actual seizure of these assets, which again, a number of European countries, I think rightly have concern about, that it might undermine the euro attractiveness for this kind of reserve.
I'd love to see those two actions on top of the very quick response and the very quick decisions by the North Atlantic Council to carry out the military actions announced. These would be very, very complimentery to the military actions and show Russia just how serious this was.
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I think in this case, Russia has vastly overplayed its hand, just as I think it has, frankly, in terms of the huge numbers of drones and missiles that have been launched into Ukraine in recent nights that we've seen in the Institute for the Study War statistics and so forth that show the highest ever numbers. In the sense that this shows very clearly if there were any remaining possibility of whether Vladimir Putin was willing to negotiate a ceasefire and agree to some kind of sustained and just peace, as President Trump sought to achieve, that clearly is not in the cards.
The Cipher Brief: General Oleksandr Syrskyi, commander in chief of the Armed Forces of Ukraine, said recently that the direct technological race is accelerating in the battlespace. The technology that is being put into battlefield drones, is being adapted very quickly by Russia. The Cipher Brief visited the Nemesis Regiment with you earlier this year – the separate battalion of the Unmanned Systems Forces that specializes in the use of bomber drones -what has changed on that front over the past few months?
General Petraeus: The Nemesis Regiment, now, having expanded from a battalion, is well known here in Ukraine because it (and all of the military units] is trying to compete for talent, and they have billboards that say, "Sign up for the Nemesis Regiment." They're now able to recruit directly. They now are able to do basic military training themselves as well. The workarounds that they have developed to get talent into uniform as rapidly as possible to make a difference, is really quite impressive. Only a country that is fighting for its very independence, it’s very survival, would be able to do all of this.
You'll recall that when I was last here and I talked to General Syrskyi and asked just roughly, "How many drones did you use yesterday of all types?" Because of course, they have air and ground and maritime drones (indeed, the maritime drones have been so effective that they have sunk one third of the Black Sea Fleet). His answer was, “Nearly 7,000.” And many of those flew multiple missions.
By the way, one of the briefings we had informed us that the entire remaining Black Sea Fleet is all completely in one Russian harbor as far as you can get away from Ukraine, in the eastern part of the Black Sea, with lots of defenses around it. So, the Ukrainians have basically forced it to bottle itself up just to survive, because the Ukrainians are still out there picking off occasional Russian patrol boats or carrying out other kinds of action at sea whenever they find Russian ships at sea.
The Ukrainians also have land drones of all types, remotely driven vehicles that do a lot of the back and forth from the rear to the front lines with logistics and taking casualties and so forth. And also, increasingly, remotely operated machine guns, grenade launchers, and other weapons systems, often on remotely driven vehicles.
And, of course, Ukraine has tons of all different types of aerial drones, including some now that very publicly are out there that reportedly can fly thousands of kilometers into the Russian Federation.
And long-range missiles are also now in production in Ukraine , and the numbers of these being produced are beginning to ramp up very substantially, in addition to the 3.5 million drones that will be produced this year.
I also met with the individuals that have developed the command, control, communications, intelligence and battle management intelligence - and knitting all of this together into a common operational picture/battle management system that is truly extraordinary. And the 7,000 drones doesn't quite capture all of this. They said, "In a 12-hour shift there are 40,000 flights." And again, all of this is being tracked. There are crews that are sending these out very quickly. Some come back, some does not. But just to give you a sense of the magnitude of the technology race. We learned last time that we were here, that to combat the Russian electronic warfare and jamming, as many as a quarter of the drones that go out from the Ukrainian side have tiny fiber optic cable that spools out behind them so that they can maintain the critical command and control links to fly these right into the enemy, regardless of the EW and jamming. A lot of these are first-person view suicide drones, as they're termed.
There are also other advances. The Russians, for example, now are putting jet engines on some of their Shahed drones. And because the way that you knock down drones encompasses all types of different systems - everything from a quite skillful use of heavy machine guns, laser designators, acoustic sensors, all kinds of radars, everything working together - but if they fly faster and higher, it's harder to counter. There are now also Ukrainian drones that run into the Russian drones, and again, hundreds of these are out there every night.
The skill involved in all of this is extraordinary, but the increased speed makes that much more difficult. So, what you have is a constant back and forth, where one side develops something new and innovative, the other side sees it, reverse engineers it, and adapts it. And while, of course, on the Russian side, it's much more top down than bottom up (as on the Ukrainian side), when they go top down, they can produce huge quantities very quickly. On the Ukrainian side, it's a lot more like a ‘let 1,000 flowers bloom’ initiative. There is tremendous innovation, but then you've got to figure out how to scale it. And Ukraine is doing that now, too.
Each side is very much going about this in a whole variety of different ways. The sensor component of this is particularly interesting, and then the fusion of all of the different reports. You might get a human intelligence report derived from a number of different methods. How do you then get that into the system, immediately alert those who have the means to actually deal with it, who then delivers this to those who can actually take action against it, kinetic action in many cases?
And what they're doing through their battle management system is shrinking the time from the so-called sensor to shooter, the ‘kill chain’, as Chris Brose wrote a book with that title. These are just breathtaking kinds of advances. And as you know – because you’ve been here with us - every four or five months or so, you see breathtaking new advances.
The very first time we spent time with Nemesis, and you and Brad were with us, it was a Battalion. Now it's the regiment, and it's going to be a brigade. And of course, it was founded by and still commanded by a former prime minister, the first one under President Zelensky - so everybody's in this fight. But the first time we were here, I think the drones they had were using had one antenna. Last time, I think there were three or four. Now, it's up to six. And of course, you also have the Starlink big board on top of it to communicate with what Elon Musk has put up in the constellation.
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So, Ukraine is where the most advanced innovation in the world can be found.
I also spent time with all of the defense security assistance folks in the U.S. embassy, which included more than just Americans, by the way. So, many allied countries were there as well. And while they are doing great work, we should also be doing much more, the U.S., NATO countries, and other allies and partners around the world that might be threatened by aggression, can learn huge lessons from here. But of course, the lessons aren’t really learned until they are institutionalized in some way in the military services in the form of doctrine, organizational changes, training, leader development courses, and the rest of that. And we're not doing that at all as assiduously and aggressively as we should be.
I know the US military service chiefs recognize the imperative of much more rapid innovation, but when you think that nearly 7,000 individual drones are used every day, many of which are on multiple missions, and you hear the scale of what it is they're doing, we're not remotely doing what we should be.
In terms of their organizations, the Ukrainians now have a drone platoon in every infantry company, a drone company in every infantry battalion, a drone battalion in every brigade. The new corps have their own drone units. And then there are the independent drone organizations like the Nemesis Regiment, which are active in all kinds of different ways and are apportioned according to the priorities on the battlefield, the most significant threats, the most lucrative targets and so forth.
And as you recall, drone units get points for the different targets that they strike. The strikes are all validated because you have drones watching drones. And those points can be redeemed for equipment and components that you need via an Amazon-like system that was established by Brave One (a Ukrainian government-funded organization that supports innovation) as an adjunct to the DELTA system, which is the overall software platform that is used by all of the elements of their Ministry of Defense and all their services. Noting that Ukraine don't just have an army, navy, air force and marine corps, they also now have an unmanned systems force, and the commander of that is incredibly aggressive and innovative.
The Cipher Brief: Given all of the focus on the technology, I think it's difficult for some people to understand what the front line still looks like today. Russia is still recruiting an incredible number of people with a very tight turnaround time between recruitment and when they're actually deploy. Can you just give us a picture of what that looks like today?
General Petraeus: Well, in fact, several of our other fellow travelers, as you know, Ralph Goff, Glenn Corn, and Joey Gagnard have been out to the front lines. They were down in the south. The commander down there said there are Russian soldiers who have gone from recruitment to deployment in considerably less than 20 days. In other words, recruits aren’t even getting 30 days of basic training before being integrated into a unit. No time to build cohesion and all the rest of that stuff. This is extraordinary, stunning, actually. Moscow is literally taking these individuals off the street, luring them in with huge enlistment bonuses, often from rural areas where the job opportunities are not all that great. And in many cases, the families actually celebrate that they're doing this because it leads to a massive financial windfall.
The recruits go in very quickly, are issued weapons, uniform, et cetera, and then shoved into the front lines and right into an offensive - keeping in mind that the offensives now are not combined arms as we have known them in the past. They're not tanks and armor personnel carriers supported by engineers, infantry, air defense, electronic warfare, artillery, and all the rest. They're infantrymen on foot, essentially running across a street or a field and trying to establish a foothold in the next block of buildings or treeline. It's literally proceeding at infantry pace, because the drones are so ubiquitous, the surveillance is so constant. At the minute that they're spotted, or if they get tanks moving, immediately the suicide drones will come out and take them out. So, you have almost blanket coverage except for really extreme weather when drones can't stay up or they can't see. The rest of the time, it's impossible for the kind of combined arms attacks that launched this invasion by Russia in the beginning. As you'll recall then, there were huge columns of tanks and other vehicles, and frankly, even into the second summer of the counteroffensive that was mounted by the Ukrainians. And now, you actually don't even have as clearly defined front lines as you had then with trench lines and almost World War I-like fortifications. Now you have outposts, and they'll actually allow the enemy to flow around them a bit because the drones will eventually police them up.
But this is hugely costly to the Russians. And for those Ukrainian units that are using the different command and control and intelligence and battle management systems, tools that are fusing the intelligence and enabling them to be even more effective with the drones than they otherwise would be, the exchange ratio is 10 to 1. And that's what it needs to be given how much the Russians outman and outgun the Ukrainian forces.
The Cipher Brief: What the sense of urgency now among European leaders you’ve talked to?
General Petraeus: I suspect that the events of the past number of months have probably been pretty sobering. There was some hope. President Trump made a valiant effort to try to bring this war to an end by engaging Putin, engaging the Europeans and President Zelensky. But it was for nought, it appears. And now on the NATO side, inn a lot of ways, there is renewed confidence because of the improvement in the relationship between President Trump and President Zelensky and the interation between President Trump and key European leaders.
European leaders are, of course, trying to come up with a security guarantee – which I think is quite elusive, frankly, as unless you put your forces in the front lines, you might as well just give all your stuff to the Ukrainians and arm them to the teeth. They're the security guarantee, I think, for Ukraine’s defense.
So, I think there's increasingly a more sober analysis of the prospects for some kind of ceasefire. Washington has actually gotten the Europeans – in a huge success for the White House, frankly - to increase their defense spending to 3.5% of GDP rather than the 2% that was the old standard. And even 5% when you take into account other investments in infrastructure to push the forces further out to the east and that kind of activity. And to see, again, the continued American commitment in eastern Poland and elsewhere, and the air commitment to what is going on in response to the Russian drone incursion, is very encouraging.
So, I think there's a degree of confidence that the Europeans are picking up their share of this load. The Germans, in particular, are doubling defense spending in the next 10 years or so, and that is between 700 billion and a trillion euros more than they would've spent otherwise. Other European countries are also stepping up impressively – and with swift diplomatic action, as well as much additional security assistance to Ukraine and in spending on national defense.
Washington has tried and done everything they could. President Trump engaged personally, repeatedly, and it should be clear to all now that Putin is just not really serious about negotiating an end to this war. He still has his maximalist objectives of replacing President Zelensky with a pro-Russian figure, essentially demilitarizing Ukraine to the extent that would be possible, and seeking additional land that they haven't even been able to seize. They haven't even yet gotten to the so-called fortified cities in the southeastern part of the country, in Donetsk Province in particular. And agreeing to any of those is not acceptable to Ukraine or to its leader. In fact, the Constitution of Ukraine does not allow a leader to give away territory or redraw borders.
The Cipher Brief: What else is top of mind for you as you’re on the ground there in Kyiv?
General Petraeus: I'm keen to hear from European and NATO leaders about how much this drone incursion has galvanized additional action. How much European Commission President Ursula von der Leyen's stirring European Union address has reinforced that new determination, and to get a sense of where that is headed. Because there's a seriousness of purpose right now that is even greater than it was just days ago. And to put a finger on the pulse of that, I think will be very important and could produce a number of insights. Needless to say, that is very heartening to the Ukrainians who are seeing the prospect of this substantial additional European commitment. They are also heartened by recognition that Washington has done everything it can to try to be the catalyst to bring about a ceasefire. That's not going to happen, it doesn't appear. And now, I think there's a seriousness of purpose in Washington, reinforced, I hope, by this incursion to get that sanctions package through Congress to the White House and into law.
Cipher Brief Writer and Editor Ethan Masucol contributed research for this report.
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OPINION — Following Russia’s full-scale invasion in 2022, Vladimir Putin expected a swift victory from his “special military operation.” Instead, it is Kyiv now conducting special air campaigns against Russia’s oil and gas industry. Ordinary Russians are beginning to feel the war’s costs more directly and the pressure on the Kremlin is growing.
Since late 2023, Ukraine has unleashed a drone offensive, targeting Russian oil refineries. By 2024, the Biden administration was upset at the impact Ukraine was beginning to have, as the US was sensitive to changes in oil prices.
But for Russia, oil and gas revenues help fund its ongoing war against Ukraine. Russia’s reliance on massive recruitment bonuses to sustain its war effort in Ukraine is straining its economy, driving up wages and inflation as the military competes with civilian industries for labor. According to a June survey by the independent Russian pollster Levada Center, 58% of Russians named rising prices as their top concern.
Drones have formed the backbone of Ukraine's defense, but now, they are increasingly used on the offensive against Russia. Over time, drone strikes became more effective. By 2025, Ukraine had built an extensive fleet of long-range drones and put them to use, targeting Russian oil, hitting Moscow where it hurts most. Kyiv believes these to be “kinetic sanctions,” since the West has been hesitant to target Russian oil for years. And for Putin, fuel prices are politically dangerous.
Since early August, Ukraine has carried out more than a dozen strikes on Russian oil refineries, knocking out as much as 20% of refining capacity – over 1 million barrels a day. According to The Economist, the attacks have forced rationing, sent wholesale petrol prices up by more than 50%, and pushed Russia to suspend gasoline exports. The attacks have continued into September.
The result is that Russians are stuck in long lines waiting for fuel. Some cities reportedly don’t have any fuel supplies left. Local government budgets are in freefall. All of Russia’s major oil companies have reported profit declines in 2025, with industry-wide earnings cut in half.
The shortages now dominate the headlines of Russian newspapers. By early September, Putin himself was forced to admit that Russia is facing a gas shortage. The result is growing social pressure within the country. One Russian war blogger wrote, “We've been half-dead here for months, digging mud in the trenches, under drones every day, counting bullets, while back home, oil refineries are burning down in batches.”
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The Kremlin’s official narrative has been that damage to refineries came from falling debris after drones were shot down. Yet at the same time, Russian authorities broadcast loudspeaker warnings urging citizens not to record footage of Ukrainian drones – an implicit admission that direct hits were occurring and to not broadcast the success of Kyiv’s efforts.
Things will continue to get worse for Russia. Ukrainian defense company Fire Point has recently unveiled two new ballistic missiles, the FP-7 and FP-9, with ranges of 200 km and 855 km respectively, as part of Kyiv’s push to strike deeper into Russian territory. Kyiv has also been deploying AI drone swarms. With time, this technology will be extended to long-range drones.
While these strikes alone may not determine the outcome of the war, they are shaping its trajectory. Ukraine has shown it can bring the fight deep into Russia’s economic heartland, weakening the very revenues that sustain Moscow’s military machine.
Putin would be wise to remember the lessons of Tsar Nicholas II during World War I: when the frontlines dragged on and domestic shortages mounted, social pressure at home proved as dangerous as the enemy abroad.
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