I agree.
For the last several years I have been CEO of a company making that sort of stuff which the Russians are targetting. And long ago I first learnt operations analysis on weapons systems.
As a generalisation each lump of kit that gets hit is a $10m item with a 18-month lead time (this is being optimistic, a lot of the bits are far more valuable and far less replaceable). And supply is inflexible, it takes a year or more to increase global production of this stuff. Or lots longer.
So if Russia fires off (say) 50 Irainian drones per wave at (say $50k each, and only (say) 10% reach target that is a $2.5m : $50m per wave exchange ratio (i.e. 5 hits from 50 launches) which is very much in favour of Russia.
There are maybe 100 or so critical nodes. If each hit gets 2.5 nodes (i.e. they focus fires on selected nodes, not spread out, so nodes can get two hits per wave (salvo)) then after 40 waves all nodes are gone. If Russia can manage a wave every fortnight due to resupply constraints then that is 80-weeks to Ukraine having zero nodes left. But we are not at t=0, this has been going on for quite some time. We are now perhaps 20-weeks into this Russian strategy, and Ukraine has indeed got a very severely degraded grid now, say 75% viable. So my guesstimate figures are perhaps somewhere in the right ballpark.
We are - being optimistic - 15 days into a 90 day winter season, so 10 more weeks of hard winter. Getting through winter is going to be a very hard effort for the Ukraine civilian population. And as I have said before, forget any of the propoganda you have ever been indoctrinated with re "Blitz spirit" as that is not the reality. Endex is not 0%, it happens earlier than that in reality.
So yes, we have to work on the defensive issues; and on the first-aid-for-grid issues; and on the refugee support effort; but they are not the solution.
My opinion is that trying to give Ukraine a better shield is not the solution.
A better set of attack options for Ukraine is the best defense for them.
Shoot the archer, not the arrow.
Quickly.
Some of the Russian launch platforms can be targeted, but some are hard to locate. The Iranian drones have highly mobile launchers that can be easily hidden when not in use. Human intel can occasionally find them in hiding, but that requires a bit of luck.
The heavy bombers launching the air launched missiles stay out of S-300 range so they are hard to hit in the air. Now that the Ukrainians hit their main base, the Russians have dispersed them so they are harder to find and may be out of strike range at this point.
Finding and hitting the ships launching the missiles are probably the easiest targets to locate and the Ukrainians do have some missiles that can take them out, but the Russians stay out of Neptune range as much as possible. Some of the Russian naval missiles have been launched from the Caspian Sea, which is completely out of range for any Ukrainian assets today.
For the occasional Iskander long range surveillance can get a bead on the launcher at the moment of launch, but a skilled crew won't be anywhere near that location when a retaliatory strike comes in. Additionally the Russians probably have more Iskander launchers than Iskander missiles at this point. If they get Iranian missiles, they won't be getting many launchers, so taking out launchers would definitely degrade their capabilities.
Is anyone working on drones that attack other drones? Drone killing drones?
There was one air to air encounter between drones a couple of months ago, but nothing like a drone fighter exists right now. I thought Hind helicopters would make good anti-drone platforms. The helicopter can match speed with the Iranian drones and the chin turret is a cheap and probably effective weapon for knocking them out of the sky. The Ukrainians have a pretty good idea where the drones are coming from, they could have Hinds up and loitering near expected paths to intercept them.
I concur, but would go one step further.
If the lead time on this gear is as you say, which I'm sure it is, then Russia needs to feel a reciprocal pain. It's the only thing that I think will give them pause on their civilian bombing campaign.
The Russian leadership doesn't care how many of their own troops they kill, nor do they care about peasant civilians getting killed. Knocking out the Russian power grid would give the Kremlin plenty of ammunition to claim the Ukrainians are being terrorists and they would just let the people affected freeze to death and blame the Ukrainians for that.
I think it would backfire. As long as Ukraine is careful to stay on the ethical high road, only targeting things of military significance, any Russian complaints fall on deaf ears out side of Russia. Attacking civilian targets with Ukraine's limited resources for attacking inside Russia is also a waste of assets. Taking out a fuel storage facility, an ammunition storage warehouse, or a barracks full of Russian troops has a trickle down effect to the battlefield. Attacking civilian infrastructure doesn't and probably hardens the resolve of the civilian population to contribute more to the war effort.
I think it was one of Perun's recent videos where he looked at the history of strategic attacks on civilians in war and the history shows it's always been a dismal failure, especially when the civilian population believes that their side could win.
If an enemy strategy is failing in it's intended goal, it's a bad idea to try the same thing. The intended goal being to reduce Ukrainian civilian morale and force the Ukrainians to quit. The Russians are causing severe material damage, but the will of the Ukrainian people is just getting stronger. Even if Russia were to somehow break the Ukrainian army in the field and overrun the country (pretty much impossible at this point, but hypothetically), the Ukrainian people would resist Russia until the sun went cold. Even if it meant most of the Ukrainian people were killed.
Ukraine is completely done with trying to accommodate Russia.