
Shahed Drone
What the “Shahed model” really optimises
Iran’s Shahed one-way attack drones trade exquisite performance for ruthless economics. When launched en masse, they saturate radar pictures, drain interceptors, and impose heavy costs on defenders. Russia’s nightly use over Ukraine has proved the concept at scale and forced a Western rethink of attritable airpower. The Wall Street Journal
Unit economics: the attacker’s advantage
Open-source analyses typically place Shahed per-round costs in the low tens of thousands of dollars—some estimates cluster around $35,000–$60,000—while defenders often answer with missiles costing hundreds of thousands. Even if individual figures vary, the cost-exchange ratio favours the attacker when salvos are large and frequent. The Wall Street Journal+1
From niche to necessity in Western planning
Because the Shahed model works, defence firms across the United States and Europe are fielding “good-enough” long-range drones built for speed and volume rather than boutique performance. Programmes highlighted in recent reporting include triangular-wing, pusher-prop designs with modular avionics, deliberately engineered to be simple to manufacture. The aim is clear: reach price points that make mass employment viable, without sacrificing basic accuracy against fixed targets. The Wall Street Journal + 1

Production at scale: Russia’s localisation drive
The economic situation keeps improving as Russia localises production. Imagery and on-the-ground reporting indicate a rapidly expanding manufacturing ecosystem at Alabuga (near Yelabuga, Tatarstan), where Russian “Geran” variants of the Shahed are assembled with growing domestic content. Expansion includes new buildings, on-site air defences, and workforce pipelines—signs of industrialisation rather than boutique assembly. ISIS Institute +1
What the numbers tell commanders
Several leaked and analytical sources suggest costs evolved from early high prices towards lower figures as localisation increased and designs iterated. Regardless of the precise unit cost in a given month, the strategic signal is stable: iterative improvements plus industrial volumes keep the Shahed family inside the “cheap-enough to swarm” band that stresses even modern air defences. Defense Express+1
Why copycats aren’t simple clones
Western copycats are not mere replicas. Teams are selecting COTS components with export-control compliance, adding better quality assurance, and improving navigation resilience under jamming—yet they must keep the bill of materials lean. If unit costs creep too high, the core advantage disappears. Therefore, programmes prioritise quick assembly, swap-in guidance modules, and austere launch methods over premium sensors.
Roles beyond strike: decoys and training rounds
Militaries also buy Shahed-like airframes for non-kinetic roles. Decoy variants stimulate threat radar, map enemy emissions, or provide realistic training targets so crews can practice at scale without burning high-end inventories. This “dual-use” route helps ramp up lines early and shortens the time from prototype batches to wartime volumes. The Wall Street Journal

The defence response: layered, cheaper, smarter
Because saturations are the point, counter-UAS must be layered and affordable. Guns with airburst, programmable fuzes, electronic attack, and SHORAD missiles must integrate with autonomy that triages targets in seconds. The goal is to flip the cost curve: intercept cheap with cheaper and reserve premium interceptors for high-value threats. Western forces are pairing these defences with their own attritable drones to probe, distract, and strike in combined packages.
Ethical and labour concerns in the supply chain
Industrial scale raises governance issues. Investigations have flagged worker exploitation risks within parts of Russia’s drone build-out, highlighting the human cost that can accompany rapid militarised production. Such issues will shape sanctions, compliance checks, and reputational risk for firms and states engaging adjacent supply chains. AP News
Strategic takeaway: airpower’s “quantity has a quality” moment
The Shahed story isn’t about a perfect airframe; it is about logistics, software cadence, and manufacturing tempo. Air forces that blend high-end assets with vast stocks of attritable drones—and that adopt data-driven command systems to manage both—will set the pace. Those that cling to small fleets of exquisite platforms without mass will face nightly, budget-draining raids that erode readiness over time. The Wall Street Journal
References
- Wall Street Journal – “Every Nation Wants to Copy Iran’s Deadly Shahed Drone.” The Wall Street Journal
- CSIS – Calculating the Cost-Effectiveness of Russia’s Drone Strikes. CSIS
- Washington Post – Inside the Russian effort to build 6,000 attack drones with Iran’s help. The Washington Post
- Business Insider is reporting on the expansion and defences of the Yelabuga drone factory. Business Insider