I would disagree. It is still far from being able to tell with clarity if Russia is winning. Plenty of things could still happen. Somehow, we’re often forgetting naval warfare and focus too much on the army/ground level. Ukraine managing to turn the Russian fleet scurrying away from Sevastopol, as it had become too vulnerable for missile attacks, is no easy feat. And they killed the top Russian Black Sea officers (I’m convinced Admiral Sokolov is dead). This gave Ukraine needed breathing room to finally resume grain shipments, which could help Ukraine further finance the war and remove Russia’s stranglehold and ability to blackmail the world from accessing grains.

Although, how would all these translate to victory on land? Obviously, Ukraine will have more money coming in from exporting grain and other commodities. Might this allow them to buy more and better weapons? An option I see is Ukraine being able to intertidict Russian logistical lines, which they have proven to be pretty adept at. But the question is, would this lead to desired strategic successes and more immediate outcome desperately wanted by the West (we don’t need to know what Ukraine wants because they could keep going forever if they could)? Only time will tell.