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The latter. The west is actually holding off many things that could've been sent long time ago. Cluster shells been laying around for years for example, Ukraine only received it when russian assaults became unbearable otherwise. There was zero problems to start training pilots 2 years ago, or even find some volunteers to fly them F16. There are pictures of giant fields of these planes rusting somewhere. Or imagine breadly's in summer 2022, these are old decommissioned machines, nothing was stopping west to send them back then.