Russia does face some severe supply challenges, in particular for some of its complex weapons. Their weapons are dependent on components that are manufactured in Europe, the U.S. and South Korea, etc., the access to which we can potentially disrupt, so we have some agency there in making it harder for them.
However, the Russians, up until towards the end of last year, had primarily stepped up the tempo of their defence production. They had not started cannibalizing or militarizing their civilian industry. From the beginning of this year, we've observed them starting to shift civilian industries into military production, and that opens up a very significant amount of industrial capacity for their military.
There is also the potential that they will receive more support in terms of workers and technician support from China, and matériel support through Iran and other countries that will allow them to expand access to things like explosive energetics, which is a bottleneck for the Russians too.
At the moment, Russian industry is lagging behind their requirements quite significantly, but depending on how competently they stitch together the aspects of their industry that they are mobilizing, they could start getting on a much more favourable trajectory in terms of production later in this year. There will be a lag, but the trajectory is increasing.