Our Scans · Ukraine · Weekly Summary

• [New] Ukraine has presented an export strategy aimed at increasing exports of goods and services to $85 billion by 2030 and raising their share of GDP to 33%. Presage Global
• [New] Ukraine expects to receive an additional $1 billion by the end of 2026 if it implements the next agreed set of reforms. Presage Global
• [New] Some larger banks are seeing opportunity in defence spending, with an almost unlimited need for munitions with conflicts in Ukraine and the Middle East ongoing. Ardmore Banking Advisors, Inc
• [New] The Russian Ministry of Defense stated in a post about Ukraine's overnight strikes targeting Russia that Russia will not ignore Western supplies of drones, missiles, and ammunition to Ukraine and will increase the number and intensity of Russia's strikes against Ukraine in response. Critical Threats
• [New] Even if the situation in the Middle East stabilizes, Ukraine will continue to face challenges related to energy shortages, logistical constraints, and the need to adapt to CBAM. Vox Ukraine
• [New] Ukraine and its partners could jointly develop a mass-produced, low-cost anti-ballistic system within the next 12 months, built around Ukraine's Freyja programme. Al Jazeera
• [New] The combination of increasingly sophisticated artificial intelligence, and the conflict in the Middle East and Russia's war in Ukraine could enable criminals to carry out hostile cyber-attacks against businesses and critical infrastructure. The Guardian
• [New] China will carry out normal trade with both Russia and Ukraine and states that China has not provided weapons or support to Russia. U.S.-CHINA ECONOMIC and SECURITY REVIEW COMMISSION
• [New] If casualty rates continue to increase, the Russian force in Ukraine will probably begin to contract, meaning that Moscow has moved past its high-water mark for offensive capacity. War on the Rocks
• [New] Japan will not send weapons to a warring country or allow the transfer of weapons it produced to a warring country but it did send PAC - 3's to the US so it could send missiles it built to Ukraine. Sarcastosaurus
• [New] With landmines remaining a threat around the world, Japan and Cambodia, which have a decades-old partnership on demining operations, have been expanding their efforts to share their expertise with other countries, including Ukraine. The Mine Action News
• [New] €60 billion of the €90 billion Ukraine Support Loan that is specifically allocated to Ukraine's defence capabilities over 2026 and 2027. GOV.UK
• [New] Arriving in Paris for a meeting of the Coalition of the Willing, Prime Minister Keir Starmer has today announced a landmark agreement that will give UK defence firms access to contracts funded through the EU's £78 billion (€90 billion) Ukraine Support Loan initiative. GOV.UK
• [New] Conflicts in Ukraine, Russia and the Middle East have demonstrated that unmanned aerial vehicles costing only hundreds or thousands of dollars can now threaten oil refineries, power plants, export terminals, pipelines and ports worth billions. Modern Diplomacy
• Likely an announcement will include NSPA-managed procurement of Patriot interceptors, continued delivery of ammunition, artillery, drones for Ukraine. Center for Strategic and International Studies
• Key outcomes included the first €3.2 billion EU budget-support tranche from a €90 billion loan - financing for drones, municipal and business lending programs, investment risk insurance, and energy sector support. / Ukraine Presage Global
• The Ankara Declaration mandates a collective pledge of €70 billion in military equipment, assistance, and training for Ukraine in 2026, with an explicit sovereign commitment to sustain at least equivalent levels of support in 2027. Nato-Veterans
• The United States will grant Ukraine a production license for Patriot interceptor missiles, allowing future manufacturing in Ukraine in cooperation with US industry, adding that the United States is prepared to purchase Ukrainian-made drones. More News From NowHere
• The US plans to provide Ukraine with a licence to produce Patriot air defence interceptors. Ukraine's Arms Monitor
• Ukraine expects to receive missiles for Patriot systems from the U.S. and some European partners soon. ABC News
• The United States would give Ukraine a licence to produce Patriot interceptor missiles, a move that could help Kiev defend against Russia's ballistic missile attacks. 10 Things Global News
• Poland confirmed it transferred Patriot interceptor missiles to Ukraine without charge, stating it expected only political solidarity and appreciation from allies rather than financial compensation or preferential lending arrangements. More News From NowHere

Last updated: 24 July 2026