I think this is about as good as it gets for the Ukraine and then things slowly go down hill for them in the second half of the fourth quarter. The reason is the west will soon run out of stocks of equipment to send them. Biden has done little if anything to meaningfully increase production rates nor has any NATO country other than France and France just barely increased production. By the end of the fourth quarter we won be able to give them any more because we won't have any more to give.
How long can the Ukraine coast on what they already have? I guess we will see but it doesn't look good. To compare Russia has done full war time mobilization of arms factories in order to greatly ramp up production. They will have a lot of supply chain problems due to sanctions but they are months ahead in the process of solve those while the west really hasn't even started yet. Our politicians seem not to know or care about how low stocks are getting. If they do they certainly haven't bothered to do anything about it.