There is virtually no chance Ukraine has as much munitions as it wants or needs. It's a systemic issue. I've posted about it before.
First, let's take a look at the US economy. It's no longer a manufacturing powerhouse, and hasn't been really since the 70s and 80s, when it systematically began offshoring its most important supply chains for cost savings. That's important because it limits how much of the peacetime economy can be moved into military production. Namely, zero.
A significant part of the biggest manufacturing capability the US retains is subsidized one way or another through the defense industry. Not all of it, but a significant part. Those manufacturers depend on the US budget and how the Department of Defense allocates its funding for market indicators on what it should invest in. By far the biggest expenditures go towards research and development for big ticket items, and the support and maintenance for those items.
When it comes to artillery, the US has deemphasized it as a centerpiece for their military doctrine really since the Korean War. Either conflicts are asynchronous, such as Vietnam or Afghanistan, or the US uses complete air superiority and then munitions delivered through the air to fulfill the same kind of function artillery used to provide. Basically US and western based tactics emphasize air superiority and ground based mobility, more so than artillery.
The market indicators for manufacturers for 60 years, then, has been to produce a minimum of artillery shells simply to keep stocks up and to make sure there's plenty for troops to train with. Which they've done. That's around 14,000 shells per month maxed out.
It's not enough to simply tell defense contractors we want more shells. That's not how it works. There's no excess capacity out there waiting to be utilized. For companies to invest in new production facilities, they're going to want assurances the DoD isn't going to just pull the rug out from under them with a different administration, or a shift in doctrine. That's not easy to do. They have been doing a lot of work on that front, so that this summer they're expecting to raise production to 40,000 shells per month. Next year they think they can get it up to 90,000 shells per month.
That's not disinformation. That's straight up logistics and how the industry works.
If you go to Europe, the situation is both better and worse. There's at least more options for artillery shell production, but because of the political realities of EU and NATO, production has to be split between different countries for virtually any system produced. That's not a big deal for peace time, because the collaborative process which is far from efficient can still produce the result needed given enough time. Just need to make enough people happy.
But in wartime, the collaborative process makes everything bog down. France wants to keep all the business and purchases in the EU. Countries like Hungary and Austria don't want to subsidize with a single penny munitions going to Ukraine. Hungary because it views Russia favorably. Austria because it values its neutrality, even though it's a part of EU. Then there's Switzerland, which produces a decent amount of 155mm shells, but doesn't want them going to Ukraine for the same reason.
There are 155mm shells being produced elsewhere around the world, but those have their own complications.
Then you have the atrophy of EU military spending. Recently it was discovered there simply aren't enough explosives being produced in the EU to make the artillery shells they have the capacity for, and again, buying outside of the EU is fraught with political tension of one kind or another.
With all that, then you take a look at the sheer number of shells Ukraine needs every month. Ideally they'd love to have somewhere around 400,000 shells per month. 400,000! Per month! Combined the US and the EU can't come anywhere close to that. They can't even hit the 100,000 mark together. Ukraine rations to fire off about 120,000 shells per month, but even that is only sustainable because the US and EU draw down on their reserves, which has its own issues both in terms of military readiness for the countries drawing down, and politically with politicians who want to curb the amount of support being given Ukraine.
I'm not competent enough to talk about the documents and how real they are. I tend to believe they're real enough. The funny thing to me is many of the leaks seem to have occurred on Discord where gamers got into heated arguments over Ukraine, and so someone spilled the documents as a way to win an argument. Which sounds completely farcical unless you've ever been on Discord. I can believe it. And then they've been altered to fit agendas as they got passed around.
Regardless, the lack of shells is a real issue that isn't going away. My biggest hope is that they've been able to ration their use enough in their defense of places like Bakhmut so that they have enough to mount an effective offensive, but I sure am glad I'm not the one having to make the decisions as to how much rationing is enough, and how much is too much.