One concern I have is that, as I understand things, the HAWKs are primarily used as a counter to the Shahed drones. That's not to say that they don't have uses other than that. But my understanding is that that's a big part of where they went.

The MIM-23 missiles that it uses are an old missile, have not been produced for a long time. The Shahed drones are new production. There are large MIM-23 stockpiles, so they can hold off Shaheds for a while. But absent restarting production, they can't do it forever.

Either the stockpile needs to be able to last until Russia quits with the Shaheds, or there has to be a transition over to some kind of newer counter to the Shahed at some point.