Ukraine's next goal is to shut down Russia's commercial airspace, according to WSJ

The practical mechanisms are familiar from prior phases of this war: long-range drone reach deep into Russian territory has already forced temporary airport closures and flight disruptions around major hubs, and the stated intent suggests an effort to make such disruption sustained rather than episodic. The transmission to markets runs through insurance and routing: aviation war-risk premiums, no-fly determinations by international carriers and insurers, and freight and passenger rerouting, rather than through any direct commodity channel. The distinction worth drawing is between symbolic intent and demonstrated capability, since persistent closure of Russian airspace would require a tempo of drone operations well above what has been sustained previously. Follow-ons are whether airlines and insurers pre-emptively adjust coverage, whether Russia retaliates against Ukrainian or allied aviation interests, and whether the report prompts denial or confirmation from Kyiv. As a reported objective attributed to a newspaper rather than an official announcement, the signal is directional pending confirmation.