Ukraine is focusing on the development of land robots and seeking investments to boost its domestic arms industry. The country aims to use these robots for medical evacuation, logistics, demining, and combat tasks. To counter Russian invasion, Ukraine needs to find investments to enhance its defense manufacturing capabilities. The Ukrainian Defense Industry is collaborating with several U.S. companies on joint production projects. While Ukraine has succeeded in producing more drones domestically, the task now is to refine production and increase the use of artificial intelligence. Meanwhile, the production capacity of munitions by Ukraine’s allies remains mixed, with Estonia expressing satisfaction but highlighting the need for improvement and long-term predictability in NATO contracts.
| Signal | Change | 10y horizon | Driving force |
|---|---|---|---|
| Ukraine bets on land robots | Adoption of land robots in warfare | Increased use of land robots in warfare | Defense against Russian invasion |
| Seeking investment to boost domestic arms industry | Increase in domestic weapons manufacturing | Expanded capacity and capabilities in Ukrainian weapons industry | Defense against Russian invasion and desire for self-sufficiency |
| Seeking $10-15 billion in investments | Increase in funding for Ukrainian weapons industry | Major upgrades in Ukraine’s defense industrial capacity | Desire for self-sufficiency and defense against Russian invasion |
| Working with U.S. companies on joint production | Collaboration with U.S. companies on defense projects | Strengthened partnerships and increased production capacity | Desire for self-sufficiency and defense against Russian invasion |
| Focus on refining drone production | Improvement in drone production capabilities | Enhanced drone production and use of artificial intelligence in targeting | Desire for self-sufficiency and defense against Russian invasion |
| Mixed results in allies’ munitions production | Inconsistent munitions production among allies | Potential for increased reliance on domestic weapons manufacturing | Desire for self-sufficiency and defense against Russian invasion |