Poland and Bulgaria weigh more MiG-29 transfers to Ukraine

The issue is especially sensitive as Russia continues heavy strikes across Ukraine and Kyiv seeks more air-defense support after President Volodymyr Zelensky’s visit to the United States, where he said former President Donald Trump had agreed to license Patriot missile systems. That underscores the broader pattern in the war: Ukraine is trying to patch immediate gaps in its air shield with whatever can be delivered quickly, while its partners weigh what they can spare.

For investors, the story reinforces sustained demand for air-defense systems, missiles and replacement aircraft, benefiting suppliers such as Lockheed Martin, RTX and Boeing’s defense business over time. It also keeps geopolitical risk elevated for European assets, with proprietary Adalytica trade signals showing stronger activity in the euro and Polish zloty but extreme fear in the dollar, a mix that often accompanies shifting war and policy expectations.

Any concrete decision on more MiG transfers, or on Bulgaria’s participation, would be watched for its military impact and for whether it nudges allies closer to a longer-term rearmament cycle in Eastern Europe.