The business pages in the newspapers have published significant small stories in the past year. A small factory somewhere "plans an expansion" last year, "expands by 5×" or "switches to … round-the-clock production" this year.
We should be bombing Russia's infrastructure. Interestingly that seems to be changing - it seems for the past couple of months I've been seeing increased news of Russia refinery explosions etc. I wonder what took Ukraine so long to go for it.
All of their weapons were coming from America and its allies, and the Americans were somewhat concerned about escalation. The Americans set limits, which the Ukrainians didn't want to violate for fear of fewer weapons in the future, but now that those weapon shipments have slowed, and victory seems almost impossible, they are disregarding the old American prohibitions.
Yeah and then they lost 10 GW of electricity generation capacity in a week. More today, more to come. Maybe that was it. The Americans seemed to think so.