Russia’s Drone Shift Exposes Ukraine’s Winter Air-Defense Gap as Patriot Pledge Emerges


Institute for the Study of War
other
Russian Offensive Campaign Assessment, September 25, 2026
Ukrainska Pravda
news
Zelenskyy: Trump has made final decision to grant Ukraine licences to produce Patriot missiles
Office of the President of Ukraine
government
There Are New Decisions on Establishing the Production of Different Types of Jet Engines in Ukraine – The President Following the Staff Meeting
Untracked bias
100% of tracked sources are High factuality
The Kyiv Independent
Ukraine war latest: Russia takes aim at Ukraine's internet infrastructure
RBC-Ukraine
Trump gives final approval for Ukraine to produce Patriot missiles, Zelenskyy says
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295 drones
Ukraine reported 295 Russian drones launched overnight and into the morning of September 25, including 52 jet-powered variants.
Digital targets
ISW says Russia is increasingly targeting Ukrainian data centers and telecommunications infrastructure as part of its long-range strike campaign.
Patriot licenses
Zelenskyy says Trump has made a final decision to grant Ukraine licenses to produce Patriot interceptors, but production would not solve immediate winter needs.
Russia’s latest long-range strike pattern is expanding pressure on Ukraine beyond energy and logistics to the digital infrastructure that civilians, banks, businesses and public services use every day. The Institute for the Study of War assessed on September 25 that Moscow is increasingly targeting Ukrainian data centers and telecommunications infrastructure. Ukraine also reported a 295-drone overnight attack from September 24 to 25 that included 52 jet-powered drones.14
The timing sharpens Ukraine’s winter defense problem. President Volodymyr Zelenskyy said on September 25 that US President Donald Trump had made a “final decision” to grant Ukraine licenses to produce missiles for Patriot air-defense systems.2 If implemented, the decision could give Kyiv a path to a more durable domestic supply of high-end interceptors.
But it is unlikely to close the near-term gap. Establishing industrial capacity would take more than a year, according to Euronews, leaving Ukraine dependent on urgent outside deliveries through the winter.8
The emerging pattern is twofold: Russia is adding critical civilian digital infrastructure to its target set now, while Ukraine’s most important potential interceptor fix would arrive later. That gap is the core strategic risk for Kyiv and its partners.
ISW said Russian forces are intensifying efforts to hit Ukrainian data centers and telecom infrastructure as part of a broader long-range campaign aimed at degrading Ukraine’s economy.1 The think tank said Russian strikes have increasingly targeted internet infrastructure and data centers since mid-September, with Kyiv data centers hit repeatedly from September 23 onward.1
The operational effect is not just inconvenience. Ukraine’s economy, financial system and public services rely on internet connectivity for payment processing, banking, logistics, government platforms and air-raid warnings. ISW noted concerns from Ukrainian officials and business leaders that broader telecom disruption could threaten banks, online payment providers, businesses, government services and the military, while also disrupting access to mobile air-raid alerts.1
The Guardian reported from Kyiv that roughly 100,000 households in Kyiv and the surrounding region experienced temporary internet outages after strikes on Wednesday and Thursday. Officials fear repeated attacks could disrupt networks supporting banks, payment systems and public services as winter approaches.6 The report also linked the campaign to Ukraine’s shortage of Patriot missiles and Russia’s use of newer jet-powered drones.6
A concrete case came on September 25, when Interfax-Ukraine reported that Datagroup, one of Ukraine’s major telecom operators, said its Kyiv data center was damaged in a Russian attack. The company said customer data had been preserved and services continued from backup sites. The episode underscored both the resilience built into Ukraine’s networks and the cost of defending a distributed digital economy under regular bombardment.7
ISW assessed that such strikes can cause temporary outages but are unlikely to produce a total internet shutdown because Ukraine has a large and distributed provider network.1 That is an important caveat. Moscow may not need to shut down the entire internet to create strategic effects. Repeated localized disruption can raise costs, complicate business continuity, slow emergency communications and add pressure on urban civilians during winter.
The September 24-25 overnight attack showed the scale of the challenge. Hromadske, citing Ukraine’s Air Force, reported that Russia launched 295 drones overnight and into the morning of September 25, including 52 jet-powered drones. Ukrainian air defenses shot down or suppressed 267, with strikes recorded at 16 locations and debris at four more.4
The attack also carried a civilian cost. A 14-year-old boy was killed and at least seven people were injured when a drone hit an apartment building in Kyiv, while two hospitals were damaged in Zaporizhzhia, Hromadske reported.4
Russia followed with another daytime drone attack on September 25. RBC-Ukraine, citing the Ukrainian Air Force, reported 162 drones launched between 7:00 a.m. and 6:30 p.m. Kyiv time, including 76 jet-powered drones. Ukraine said it shot down or suppressed 127 drones, including 44 jet-powered variants, but hits were recorded at 27 locations.5
The growing role of jet-powered variants is significant. Traditional Shahed-type drones are already difficult to manage at scale because they are cheap, numerous and can be routed to stress air-defense coverage. Faster jet-powered drones compress response time, challenge mobile fire groups and can force Ukraine to use more sophisticated or scarce interceptors if cheaper systems cannot reliably engage them.
That is why Kyiv is accelerating domestic interceptor work. In a September 25 statement after a Staff meeting, the Office of the President said officials discussed speeding up interceptor drone production, testing interceptors against Russian jet-powered Shaheds, and protecting communications infrastructure. Zelenskyy said Ukraine had identified capabilities that could strengthen defense and was accelerating production. The meeting also produced additional decisions on protecting data centers and other communications-critical facilities.3
Zelenskyy’s claim about Patriot production licenses is potentially important because Patriots remain central to Ukraine’s defense against Russian ballistic missiles. Ukrainska Pravda reported that Zelenskyy said Trump told him Ukraine would receive licenses to produce Patriot missiles.2 ISW also cited the statement and noted that sources in Zelenskyy’s administration said Ukraine was negotiating with the United States over licenses for PAC-3 and PAC-2 interceptors.1
The distinction matters. Patriot interceptors are not interchangeable with low-cost counter-drone weapons. They are high-end missiles for high-end threats, especially ballistic missiles and advanced cruise missiles. Domestic production could reduce Ukraine’s dependence on foreign stockpiles and political decisions over time. It could also give Kyiv and its partners a more predictable planning basis if Russian missile and drone production continues rising.
But licensing is not delivery. ISW cautioned that domestic production would likely take time because Ukraine would need to establish facilities and source components.1 Euronews reported that even if licenses are granted, building industrial capacity would require more than a year and would not meet Kyiv’s immediate needs. It also cited Zelenskyy’s earlier claim that Ukraine needs 5% of US Patriot interceptor missiles to get through the winter and 10% to destroy all Russian ballistic projectiles.8
For the coming winter, that leaves Ukraine with three overlapping requirements: more imported Patriot interceptors for ballistic threats, more lower-cost interceptors and mobile systems for drone saturation, and hardened redundancy for communications infrastructure now under direct attack.
The winter air-defense gap is not only a question of how many missiles Ukraine has. It is a systems problem involving target selection, interceptor mix, sensor coverage, command networks, repair capacity and civilian resilience.
Russia’s apparent shift toward data centers and telecom nodes raises the consequences of any air-defense shortfall. If a strike on an electrical substation darkens a neighborhood, a strike on a data center or internet provider can also disrupt communications, payments, remote work, logistics and emergency alerts. If those attacks coincide with large drone salvos and ballistic missile strikes, defenders must decide which threats receive the most capable interceptors.
Ukraine’s answer appears to be layered. At the high end, it is seeking Patriot production licenses and more immediate Patriot supplies from partners.28 At the lower end, it is accelerating domestic interceptor drones for jet-powered Shaheds and other fast attack drones.3 On the resilience side, it is ordering additional protection and continuity measures for data centers and communications-critical facilities.3
For Ukraine’s partners, the implication is that a Patriot licensing decision would be meaningful but insufficient by itself. The urgent requirement is still to bridge the winter: supply interceptors before domestic production exists, help Ukraine scale cheaper counter-drone systems, and support redundancy for the digital infrastructure that underpins the civilian economy.
Russia’s campaign suggests Moscow is looking for pressure points beyond the battlefield: ports, railways, energy, warehouses and now the data and telecom backbone. Ukraine may be moving toward a long-term interceptor production fix, but Russia is attacking the networks Ukrainians depend on now. The policy question is whether Kyiv’s partners can close the time gap between those two realities.

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Patriot interceptor
A missile fired by the US-made Patriot air-defense system to destroy incoming threats such as ballistic missiles, cruise missiles or aircraft.
Jet-powered Shahed
A faster variant of the Iranian-designed Shahed-style attack drone family used by Russia, making interception more difficult than with slower propeller-driven drones.
Layered air defense
A defense approach that uses different systems for different threats, from mobile guns and drone interceptors to high-end missiles such as Patriot interceptors.
Data center redundancy
Backup infrastructure that allows digital services to keep operating if one data center is damaged or disconnected.
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