It’s both, but ammunition supply could be a more important driver over time given how much of the ammo for this offensive is probably ‘borrowed’ from South Korea. DPICM can be more effective in these circumstances, but comes with its own drawbacks. https://t.co/uGS1G0Cfrk https://t.co/wgFhPCYDNt

— Michael Kofman (@KofmanMichael) June 30, 2023