Drone strikes against merchant vessels off Bulgaria have brought Russia’s war into waters bordering NATO and the European Union. With grain exports threatened, shipping costs rising and Sofia seeking allied protection, Moscow’s campaign against maritime trade risks becoming another instrument of economic and political pressure.

Russia’s expanding campaign against commercial shipping in the Black Sea is creating a security crisis that extends far beyond Ukraine. The latest drone attacks off Bulgaria’s coast have left 11 sailors missing, forced Sofia to seek assistance from NATO and the European Union, and raised concerns that Moscow is attempting to disrupt one of the world’s principal agricultural export routes.

On 13th October, the Guinea-Bissau-flagged HS Dignity sank after being struck by drones approximately 17 nautical miles east of the Bulgarian village of Krapets. Another vessel, the Ukrainian-owned, Maltese-flagged Chelsea 3, was attacked near Byala. All 15 crew members were rescued, although five sustained minor injuries. The incidents followed earlier attacks in Bulgaria’s exclusive economic zone on 6th October, when the ALFA WATAN sank and the grain-carrying ABLE was damaged.

The significance lies not simply in the destruction of merchant vessels but in the geographical expansion of the threat. Commercial routes previously regarded as comparatively safer alternatives to Ukraine’s exposed ports are now becoming operationally dangerous. Bulgaria and Romania, both NATO and EU members, face disruption to trade, maritime insurance and port operations as the conflict spreads across the western Black Sea.

Russia’s Campaign Against Maritime Trade

The latest attacks follow months of Russian strikes against Ukrainian ports, export terminals and civilian shipping. As EU Today previously reported, repeated attacks on Odesa have already reduced Ukraine’s grain-export capacity, while alternative routes through the Danube and neighbouring European countries cannot fully replace its major Black Sea terminals.

The extension of attacks towards Bulgaria changes the economic calculation. Ships carrying agricultural products, those approaching Danube ports and vessels operating between Black Sea countries now face greater uncertainty, regardless of whether they enter Ukrainian territorial waters.

Maritime security company Ambrey assessed the earlier October attacks as highly likely to have been conducted by Russian forces. Its assessment identified vessels associated with Ukrainian grain trade as the principal targets, rather than suggesting that every commercial ship was being attacked indiscriminately.

This distinction is important, but it offers little reassurance to international shipping companies. A campaign directed against Ukrainian trade can disrupt the wider maritime economy when insurers, shipowners and exporters cannot establish which routes remain safe.

The economic consequences are already becoming apparent. Shipowners must consider higher insurance premiums, additional security measures and the possibility of losing vessels and crews. Traders may redirect cargoes or withdraw from routes whose commercial returns no longer justify the risks.

Radev Confronts the Consequences of Moscow’s War

The attacks have also placed Bulgarian Prime Minister Rumen Radev in an increasingly difficult political position.

Radev has advocated renewed diplomatic engagement with Moscow and questioned the emphasis placed on military assistance to Ukraine. He has rejected accusations of being pro-Russian, presenting his approach as a pragmatic alternative to prolonged confrontation.

Yet the attacks have demonstrated the limitations of maintaining political distance from a war whose economic and security consequences are reaching Bulgarian waters.

After summoning Russian Ambassador Eleonora Mitrofanova on 13th October, Radev acknowledged that Bulgaria possessed no conclusive evidence establishing responsibility for the latest strikes. Nevertheless, he argued that their consequences benefited Russia and questioned why Ukraine would attack its own commercial vessels.

According to the Bulgarian News Agency’s account of the meeting, the prime minister also warned that higher insurance costs and shipping companies’ reluctance to serve Bulgarian ports were already damaging the national economy.

This is the fundamental change confronting Sofia. The conflict is no longer solely a question of Bulgaria’s position towards Ukraine or its diplomatic relationship with Russia. It is affecting the country’s commercial interests, energy supplies and responsibilities as a NATO member.

Radev’s response does not necessarily indicate a wholesale reversal of his previous political position. It demonstrates that the practical obligations of government can leave considerably less room for accommodation with Moscow than the arguments advanced from outside direct responsibility for national security.

Food Security Becomes Another Instrument of Pressure

The broader consequences may be felt most severely outside Europe.

Ukraine remains an important supplier of wheat, maize and vegetable oils to international markets, including countries in Africa, Asia and the Middle East. Interruptions to these exports affect more than Ukraine’s agricultural revenues. They can increase transport costs, delay deliveries and reduce the availability of competitively priced food in import-dependent countries.

Speaking at the Warsaw Security Forum on 12th October, President Volodymyr Zelenskyy warned of a possible agricultural crisis, arguing that Russian interference with Black Sea shipping could leave countries in Africa, Asia and the Middle East facing serious supply difficulties within months.

The warning reflects a mechanism already familiar from the earlier stages of Russia’s invasion. Following Moscow’s withdrawal from the UN-brokered grain agreement in July 2023, Ukrainian agricultural exporters faced renewed attacks on port infrastructure and substantial uncertainty over maritime access.

The danger is not necessarily an immediate worldwide shortage of grain. Wheat prices remained relatively steady following the 13th October incidents. Rather, sustained disruption could progressively reduce available export capacity, increase costs and place vulnerable importing countries under greater pressure.

For Moscow, such disruption could serve several purposes simultaneously: weakening Ukraine’s economy, raising the costs of international support for Kyiv and creating additional pressures on governments concerned about food inflation and social stability.

Europe’s Black Sea Security Strategy Faces a Practical Test

The immediate challenge for Brussels and NATO is how to protect commercial navigation without allowing the conflict to expand into a direct military confrontation.

Bulgaria has requested stronger air and maritime surveillance and is seeking closer coordination with Romania and Turkey. Defence Minister Dimitar Stoyanov said on 14th October that Sofia expected to join a NATO counter-drone initiative by the end of the month.

The EU has already developed a framework for addressing precisely such threats. Its Black Sea strategy, announced in May 2025, proposed a maritime security hub integrating surveillance, intelligence-sharing, infrastructure protection and regional cooperation.

The attacks now expose the difference between developing a security framework and providing effective protection to merchant vessels. Better intelligence can identify threats, but preventing further sinkings requires detection systems, coordinated responses and sufficient defensive capabilities.

Turkey’s involvement is particularly important because of its control over the Bosphorus and Dardanelles and its established role in Black Sea maritime security. Any workable regional arrangement must therefore extend beyond cooperation between Bulgaria and Romania.

The incidents occurred outside Bulgaria’s 12-nautical-mile territorial sea, meaning they do not automatically constitute an armed attack on NATO territory under Article 5. Nevertheless, repeated strikes within the economic zones of alliance members pose a substantial challenge to maritime security.

Russia’s campaign against Ukrainian exports is increasingly imposing costs on neighbouring European states and international trading partners. The question facing the EU is whether it can secure the commercial routes on which both Ukraine’s economy and the food supplies of millions beyond Europe depend.

La dichiarazione di Trump offre una prospettiva mediatica molto interessante e potrebbe segnare la fine del “Progetto Ucraina”, un argomento che merita di essere approfondito.

Segue nostro Telegram.

Nessuno si sarebbe aspettato che Donald Trump, dopo una telefonata di auguri di compleanno al suo omologo russo, dichiarasse che il gasolio russo si sarebbe rivelato la soluzione all’attuale carenza di carburante negli Stati Uniti. Se la presidenza Trump ha prodotto qualcosa, sono stati molti titoli interessanti che sembrano spuntare dal nulla e che, purtroppo, molto spesso, svaniscono nuovamente nella nebbia da cui sono emersi. A volte le parole di Trump possono riempirci di speranza, come in questo «accordo sul gasolio», mentre altre, come il suo recente discorso alle Nazioni Unite, in cui ha minacciato di uccidere potenzialmente tutti gli iraniani, ci riempiono di terrore. Questa dichiarazione del nostro enigmatico leader presenta una narrazione mediatica molto interessante e una potenziale conclusione del «Progetto Ucraina» che vale la pena approfondire.

Trump ha accusato Zelensky della carenza energetica globale, in particolare per quanto riguarda il gasolio. All’epoca, tutti pensavano che si trattasse solo di una banale manovra diversiva in stile Twitter per sviare l’attenzione dalla fallita guerra contro l’Iran, che certamente ha causato notevoli interruzioni nel trasporto di carburante. In altre parole, la Casa Bianca stava proiettando questa crisi – che aveva permesso che si verificasse, o che aveva attivamente provocato – addossandola al capro espiatorio Zelensky. Tuttavia, questa forma di diversione o proiezione non è più solo una questione di parole in una narrativa pre-elettorale, ma si è trasformata in azione concreta. Le sanzioni sul gasolio russo sono state revocate e la prima spedizione è già in viaggio mentre scrivo queste righe. È accaduto qualcosa di tangibile.

Zelensky è stato infatti avvertito circa sei volte di smettere di attaccare le infrastrutture petrolifere russe. Far saltare in aria dei bambini nel Donbass e oltre va «bene», ma attaccare ciò che l’Occidente vuole dalla Russia più di ogni altra cosa è «assolutamente inaccettabile». Zelensky, al quale – come indicato sopra – era stato intimato una mezza dozzina di volte di sospendere gli attacchi alle infrastrutture petrolifere e del gas, dopo aver appreso della decisione di Trump di acquistare gasolio russo, ha agito come segue:

1) Ha rapidamente attaccato nuovamente le infrastrutture petrolifere russe, apparentemente per fare un dispetto al Presidente degli Stati Uniti

2) Ha immediatamente interrotto i colloqui di pace a Miami con i collaboratori di Trump, il duo Kushner-Witkoff, il che rappresenta l’ennesimo schiaffo in faccia a Donald Trump.

La cosa più incredibile di tutte è che il «narcisista» Trump abbia già pubblicamente ringraziato il presidente Putin due volte per questo accordo. Durante un comizio, gli americani in piedi dietro a Trump hanno applaudito con grande entusiasmo all’annuncio della pace con la Russia e dell’approvvigionamento extra di carburante per l’America. La russofobia è un passatempo della borghesia globalista e di «Epstein Island», non dei camionisti e degli agricoltori americani.

È una narrazione eccellente, speriamo che duri

Trump ha ora attribuito il 100% della colpa dei problemi energetici e di approvvigionamento globali direttamente a Zelensky, accusandolo personalmente di aver alimentato la guerra negli ultimi due anni. Pertanto, la narrazione sta prendendo forma più o meno così: Se la guerra in Ucraina è la causa della carenza di carburante e Zelensky è la causa del protrarsi della guerra, ciò significa che gli Stati Uniti possono stringere un accordo con la Russia anche se «sono stati loro a iniziare», con la conseguenza logica che Zelensky debba logicamente andarsene, poiché è lui la fonte del problema. Ma approfondendo ulteriormente la narrazione, possiamo cogliere l’aspetto più interessante di tutti o, come si suol dire online, «la parte taciuta»: Trump ha sostanzialmente dichiarato che la produzione energetica russa riveste un interesse strategico vitale per gli Stati Uniti.

Sono proprio queste parole a togliermi la «pillola nera» dalla bocca e a iniettarmi direttamente «hopium» nel sangue. L’idea che il Presidente americano dichiari che NON essere in guerra con la Russia riveste un interesse strategico vitale per gli Stati Uniti è qualcosa che ho sognato per tutta la mia vita da adulto. Questa è esattamente la logica di cui abbiamo bisogno per porre fine, una volta per tutte, alla mentalità della Guerra Fredda e del «Progetto per un Nuovo Secolo Americano» in politica e consentire finalmente agli Stati Uniti di ricostruirsi e investire in se stessi. Questo potrebbe benissimo rappresentare il risveglio multipolare dell’America, utilizzando una trappola logica simile a quelle che sono state impiegate in passato per ottenere l’esatto contrario e mantenere gli Stati Uniti intrappolati in eterne guerre all’estero, condotte per il puro lusso della «sicurezza nazionale».

Questa nuova trappola logica potrebbe presentarsi più o meno così: «Quindi volete la guerra con la Russia? Ciò significa che volete danneggiare l’America, sporco traditore! Prenderete il carburante al contadino Joe e i nostri figli moriranno di fame, mostro che non siete altro! Lasciare che la Russia produca carburante in pace è un interesse di sicurezza nazionale per l’America; siete forse contrari alla sicurezza nazionale del nostro Paese? Volete indebolire la virile America per conto di quegli europei omosessuali?».

Ma mentre ci iniettiamo quella dose di «hopium» nelle vene, dobbiamo ricordare che Donald Trump ha detto molte cose, ha cambiato idea numerose volte, o è stato costretto a farlo, e forse non è proprio il decisore unilaterale che si dipinge in televisione.

Ci vogliono due per ballare il tango, ma basta un uomo arancione per mantenere la parola data.

Le trascrizioni di questa ormai famosa conversazione telefonica di compleanno appaiono molto diverse tra la versione americana e quella russa, il che è del tutto normale. Il team di Trump tende a riportare gli argomenti discussi come fatti accertati, mentre i russi utilizzano un linguaggio più evasivo. Ma le sanzioni sul gasolio sono state sospese per ora e le navi si stanno muovendo, quindi la cosa sembra essere reale… almeno fino a quando non si terranno le elezioni di medio termine.

Da allora la parte americana ha minacciato di escludere Zelensky dalla condivisione di informazioni di intelligence, il che potrebbe rappresentare un colpo mortale immediato per i loro sforzi militari, poiché molti esperti ritengono che solo le informazioni degli Stati Uniti abbiano permesso loro di sopravvivere così a lungo. Senza tali dati di puntamento, verrebbero immediatamente riportati alla guerra del XX secolo e non sarebbero più in grado di sferrare attacchi in profondità nel territorio russo. RT ha scritto quanto segue su questo tema:

Un funzionario ucraino ha riferito ad Axios che Witkoff e Kushner hanno minacciato di interrompere la condivisione delle informazioni di intelligence statunitensi con Kiev qualora questa continuasse a ignorare le richieste di Trump di sospendere gli attacchi alle raffinerie di petrolio russe, ma il funzionario statunitense ha negato che fosse stata formulata una simile minaccia.

Ma è qui che dobbiamo trattenere il respiro, poiché nonostante questa nuova narrativa possa sembrare allettante e rappresenti l’uscita perfetta per gli Stati Uniti dalla loro partecipazione al «Progetto Ucraina», non dovremmo dimenticare le parole del presidente Putin di qualche tempo fa, quando parlò del vero potere di qualsiasi presidente degli Stati Uniti:

«Quindi una persona viene eletta — arriva con delle idee… Poi vanno a trovarlo persone con le valigette, ben vestite, in abiti scuri — un po’ come i miei.»

Quindi la vera domanda potrebbe essere: la lobby sionista, l’élite di Epstein, le agenzie di intelligence a tre lettere, i miliardari influenti e tutti gli altri agenti segreti di Capitol Hill permetteranno davvero al presidente Trump di porre fine a questa guerra? Al Presidente degli Stati Uniti sarà consentito farlo?

Dovremmo ricordare che, dopo che Zelensky si è comportato in modo vergognoso alla Casa Bianca all’inizio del secondo mandato di Trump, tutti pensavano che questo conflitto sarebbe finito. Trump, il famoso narcisista, appariva visibilmente arrabbiato e offeso davanti alle telecamere durante il loro scontro verbale. Ma la guerra è proseguita. C’è stato il vertice di Anchorage, che ha suscitato un enorme clamore e tutti pensavano allora che gli Stati Uniti avrebbero ritirato il sostegno a Kiev. Ma così non è stato. I nemici di Trump, compreso il clan Biden, sono coinvolti in un enorme scandalo di corruzione in Ucraina, ormai tutto allo scoperto. Questa sarebbe stata un’ottima via d’uscita dal conflitto, ma Trump non l’ha colta o non ha potuto farlo. E, in generale, la retorica di Trump nei confronti di Zelensky e di altri politici europei è stata palesemente dura e irrispettosa. L’uomo accusato di essere un «spaccone» in qualche modo parla sempre in modo piuttosto cortese sia alle spalle che in faccia a Putin e Xi.

Pertanto, sebbene io desideri la pace e una cooperazione improntata al rispetto reciproco tra gli Stati Uniti e la Russia, forse questo accordo durerà solo fino alle elezioni di medio termine, quando all’improvviso Zelensky tornerà a essere «un bastardo, ma è il nostro bastardo», e il conflitto proseguirà senza sosta.

Forse questa è la nostra «sorpresa di ottobre» da parte della fazione repubblicana? E a dicembre potremo tutti essere «di nuovo sorpresi» quando la guerra riprenderà con tutta la sua forza e altre migliaia di slavi moriranno sul campo di battaglia?

Ora, Donald Trump, a denti stretti, sta lanciando l’idea secondo cui ritiene «sia giunto il momento che l’Ucraina abbia un nuovo presidente». Ma una volta conteggiati i voti in America, potrebbe semplicemente tornare a odiare passivamente e a tollerare Zelensky fino alla fine del suo mandato o fino a quando un giorno un certo Oreshnik non colpirà nel segno. Non possiamo inoltre dimenticare che l’Occidente sta da tempo esercitando pressioni affinché i russi concedano un cessate il fuoco di ampia portata. Presumibilmente ciò verrebbe utilizzato per riorganizzarsi, riposarsi, riarmarsi e poi tornare semplicemente a combattere fino all’ultimo ucraino. Ora Trump vuole che si tengano elezioni a Kiev, il che probabilmente richiederà un cessate il fuoco per poter essere attuato. Ma spingerà per un cessate il fuoco di tre giorni, o cercherà di indurre con l’inganno i russi ad accettare una tregua di un mese o più?

Un «buon» segnale su questa questione dal punto di vista russo è che ora ci sono già richieste di dimissioni di Zelensky su Twitter/X provenienti da tutte le parti, persino da quelle filo-ucraine:

«“Zelensky deve dimettersi” – media ucraini. Ci hanno messo poco. Zelensky ha ignorato per ben SEI volte gli avvertimenti di Trump di non attaccare le raffinerie di petrolio russe. Questa mattina, Zelensky ha bombardato un’altra raffineria di petrolio russa. Gli ucraini chiedono le dimissioni di Zelensky.

L’ex deputato ucraino e comproprietario di Metinvest, Vadym Novynskyi, ha esortato Zelensky a dimettersi e a cedere tutti i poteri alla Verkhovna Rada ucraina a seguito degli accordi tra Trump e Putin.»

Dobbiamo ricordare che l’Ucraina del 2026 è già uno Stato di polizia in cui qualsiasi dissenso comporta il rischio di essere caricati su un autobus e portati al fronte a morire, oppure di scomparire in una prigione con l’accusa di essere una «spia» russa. Pertanto, quando personalità di rilievo si coalizzano apertamente contro Zelensky, si tratta di una dichiarazione ben più incisiva rispetto agli attori di Hollywood che, al sicuro nelle loro lussuose camere da letto, realizzano video su TikTok contro Trump.

Il resto del mondo non resterà a guardare senza fare nulla.Presto dagli account bot di Kiev emergerà sicuramente qualche stupida contro-narrazione del tipo «Putin ha tradito i BRICS». Ovviamente qualcuno dirà che il Cremlino ha gettato i propri fratelli iraniani in pasto alla macchina della lobby sionista! Ma in realtà, sembra che gli iraniani si limiteranno semplicemente a spedire il proprio petrolio attraverso la Russia e a venderlo come «russo», e tutti ne saranno soddisfatti. Il Mar Caspio sarà ancora più trafficato nel prossimo futuro. Se le sanzioni hanno ottenuto qualcosa, è stato proprio quello di aumentare il commercio tra Russia e Iran.

A Mosca nessuno ha intenzione di tradire Teheran; si vuole che l’America entri a far parte del mondo multipolare, salvando al contempo la faccia e riducendo il livello globale di minaccia di guerra nucleare, che attualmente è decisamente troppo elevato. L’Iran e la Cina sono stati sicuramente consultati su questa questione prima che qualsiasi accordo sul diesel fosse finalizzato.

Il vero pericolo che Trump invochi la destituzione di Zelensky proviene dall’Europa, dove alcune fazioni, politici e i loro finanziatori potrebbero intraprendere azioni radicali in risposta. E la reazione di Trump a tale risposta potrebbe ora rivelarsi ancora più radicale. Sarebbe possibile che la NATO desse il via libera ai Paesi baltici per aprire semplicemente un altro fronte e «vedere cosa succede»? La Francia metterà finalmente in atto la propria minaccia e schiererà apertamente truppe in massa per salvare il «Napoleone in verde» dalla morte politica o, potenzialmente, fisica? Finora l’UE si è limitata a minacciare ulteriori sanzioni. Se gli oltre 20 pacchetti di sanzioni precedenti hanno fallito, mi chiedo cosa rimanga effettivamente da sanzionare. Ursula promette il pacchetto di sanzioni più ampio e di maggiore portata per lunedì 12 ottobre, ma dubito che cambierà qualcosa. L’unica cosa che potrebbe cambiare la situazione sarebbe un’azione militare da parte dell’UE davvero aggressiva, drastica e sconsiderata.

E il resto delle sanzioni?I media russi hanno reso un disservizio al pubblico scrivendo ripetutamente che «Trump revoca le sanzioni», quando le uniche sanzioni revocate riguardano le esportazioni di gasolio per sei mesi. Tutte le altre sanzioni sono ancora in vigore. Non è ancora possibile volare direttamente da Mosca a New York e i trasferimenti di denaro tramite SWIFT sono ancora in gran parte bloccati. Dobbiamo ricordare che, almeno in teoria, le sanzioni sono una forma di punizione per i crimini commessi contro, in questo caso, il diritto internazionale e gli Stati Uniti. Come possono quindi normalizzarsi veramente le relazioni tra gli Stati Uniti e la Federazione Russa quando l’una parte accusa ancora l’altra di crimini che ritiene non siano stati nemmeno commessi?

Una volta concluso il «Progetto Ucraina», le cose potrebbero cambiare rapidamente, ma non potrà esserci vera amicizia finché Washington non avrà fiducia in Aeroflot al punto da consentirle di atterrare sul territorio statunitense. Non possiamo trovarci contemporaneamente in una guerra di sanzioni e in una situazione di normalizzazione. Ma questa nuova narrativa di Trump, se riuscirà a portarla avanti fino alla sua logica conclusione, rappresenta la via d’uscita perfetta per l’America e il modo in cui potremo finalmente porre fine a questa guerra e tornare a un certo senso di normalità, con l’apocalisse relegata in un futuro lontano, ben oltre la durata delle nostre vite.

Volodymyr Zelenskyy’s unusually direct criticism of Donald Trump marks a turning point in relations between Kyiv and Washington. With American satellite restrictions disrupting Ukrainian military operations, intelligence cooperation under scrutiny and the White House easing pressure on Russian energy exports, Ukraine faces a fundamental question: how can it defend itself when its most powerful partner is increasingly willing to accommodate Moscow?

President Volodymyr Zelenskyy has abandoned much of the diplomatic restraint that characterised his dealings with Donald Trump since their confrontation in the Oval Office in February 2025. In an interview on 14 October, the Ukrainian president accused his American counterpart of moving towards Russia and choosing the wrong side of history.

His intervention followed a series of American decisions that have increased pressure on Kyiv while offering Moscow economic and diplomatic advantages. A controversial agreement involving Russian diesel exports, uncertainty surrounding the provision of American intelligence and sudden restrictions on military satellite communications have brought relations between the two countries to their most difficult point since Trump’s return to the White House.

Zelenskyy’s criticism was unusually personal. Questioned about whether he felt betrayed by Washington’s recent decisions, he acknowledged the sense of betrayal but emphasised that Ukraine’s survival could not be treated as a commercial negotiation. He said Ukraine was not selling its country and argued that an American president claiming to act as an intermediary must not favour one of the belligerents.

The shift reflects the apparent exhaustion of a strategy Kyiv has pursued for more than a year: avoid openly challenging Trump, maintain personal contact with the White House and hope that American support can be preserved through diplomatic accommodation. That calculation is becoming increasingly difficult to sustain as Washington’s demands threaten to constrain Ukraine’s military operations without producing corresponding concessions from Russia.

American leverage becomes a Ukrainian vulnerability

The immediate demonstration of Ukraine’s dependence on American technology came during the night of 13–14 October, when SpaceX imposed restrictions on Starshield, the military-grade version of its Starlink satellite communications service.

According to accounts provided by Ukrainian frontline commanders, the changes disrupted connections to terminals travelling above approximately 160 kilometres per hour, forcing the abandonment of several drone missions. The restrictions affected systems used for reconnaissance, interception and strikes against Russian military targets.

As EU Today reported on 14 October, the disruption exposed a weakness extending beyond individual drone missions. Satellite communications form part of Ukraine’s operational infrastructure, supporting the movement of battlefield information, remote weapons control and communications across areas where conventional networks are vulnerable to Russian electronic warfare.

An interruption imposed remotely by a commercial provider can therefore affect military capabilities without any physical attack on Ukrainian equipment. Decisions taken outside Ukraine’s military command structure can alter the effectiveness of systems already deployed on the battlefield.

Ukraine’s Defence Ministry subsequently opened discussions with American officials, SpaceX and NATO partners while examining alternative communications arrangements.

Later on Wednesday, former Ukrainian defence minister Mykhailo Fedorov announced that Starlink functionality at speeds up to 160 kilometres per hour was being restored. Work was still required to remove the restrictions on Starshield altogether. The partial reversal offered immediate operational relief but did not resolve the underlying dependency.

There is no established evidence that the Trump administration ordered SpaceX to impose the restrictions. Nevertheless, their timing, amid mounting disagreements over Ukraine’s military operations, has reinforced Kyiv’s concerns about relying on communications infrastructure controlled by an American company.

Intelligence warnings and the protection of civilians

The dispute over satellite access coincides with growing uncertainty about American intelligence cooperation.

Following Russian ballistic missile strikes on Kyiv on 12–13 October, Zelenskyy complained that Ukraine had received no advance warning from its international partners. The attacks damaged residential buildings and energy infrastructure, while Ukraine’s authorities raised concerns about the absence of advance intelligence.

Advance information about Russian missile launches is particularly important when ballistic weapons leave civilians only minutes to reach shelters. Intelligence cooperation also supports Ukrainian air-defence units in assessing threats and preparing interceptions.

Trump denied on 13 October that Washington had stopped sharing intelligence with Ukraine. Ukrainian Foreign Minister Andrii Sybiha likewise confirmed that cooperation continued. The absence of warnings about particular attacks therefore cannot be equated with a complete suspension of American assistance.

Yet the consequences of unreliable warning arrangements remain serious. For Ukraine, the distinction between information withheld, delayed or simply unavailable offers little protection when Russian ballistic missiles reach civilian neighbourhoods without sufficient warning.

The wider concern is that intelligence provision could become another instrument of diplomatic pressure. Accounts of negotiations over Ukrainian attacks on Russian refineries have raised the possibility that Washington might use such assistance as leverage. Reports of explicit threats have been disputed, but the controversy has increased uncertainty surrounding a capability central to Ukraine’s defence.

Why the diesel agreement changes the strategic calculation

The confrontation has also exposed a contradiction in Washington’s approach to the war.

Trump’s agreement allowing Russian diesel to return to international markets offers Moscow additional export opportunities at a time when Ukrainian attacks have damaged refining capacity and disrupted domestic fuel supplies.

The American administration has justified the arrangement partly through the need to ease fuel prices. Yet the initially announced quantities are modest in relation to international petroleum markets, raising questions about how much immediate relief the measure can realistically provide.

For Putin, its diplomatic significance may be considerably greater. Russia has secured a relaxation of American economic restrictions while Washington simultaneously presses Kyiv to limit attacks on the infrastructure that generates revenue for Moscow’s war economy.

The commercial implications of Washington’s sanctions reversal extend beyond the initial shipment volumes. The Treasury authorisation permits certain transactions involving Russian-origin diesel until April 2027, creating opportunities for international traders and financial intermediaries while leaving the broader sanctions framework formally intact.

Trump’s proposed energy ceasefire has compounded the difficulty. As EU Today examined earlier this week, Kyiv has offered to suspend strikes against Russian energy facilities if Moscow reciprocates. Russian attacks on Ukrainian power infrastructure have nevertheless continued.

An arrangement in which Ukraine stops targeting Russian refineries while Russia retains the ability to strike Ukrainian electricity generation would remove an important source of pressure on Moscow without protecting Ukrainian civilians.

Such an outcome would change the military and economic conditions of the war in Russia’s favour, regardless of how Washington describes its diplomatic objectives.

The White House, Congress and the limits of presidential power

Zelenskyy’s sharper language also reflects a possible reassessment of where influence over American policy can be exercised.

For much of Trump’s second presidency, Kyiv’s diplomacy has concentrated on preserving a workable relationship with the president himself. That approach assumes that personal engagement can influence White House decisions even when Trump’s broader political instincts favour accommodation with Putin.

The events of October suggest that this strategy has reached its limits.

Ukraine’s alternative is not necessarily an outright confrontation with Washington. Rather, it involves placing greater weight on Congress, the American defence establishment and the institutional relationships that have supported Ukraine since Russia’s full-scale invasion in February 2022.

There is a historical precedent. During Trump’s first presidency, Congress supported military assistance to Ukraine despite differences within the administration over relations with Russia. Under Joe Biden, congressional resistance also demonstrated how domestic American politics could determine the timing and scale of weapons deliveries.

The months-long delay in approving the 2024 military assistance package contributed to severe ammunition shortages at a critical stage of Russia’s offensive operations. Ukraine’s loss of Avdiivka illustrated the danger of making battlefield planning dependent on political negotiations in Washington.

The congressional elections on 3 November 2026 could alter the balance of power. A change in control of either chamber would increase opportunities for oversight, investigations and legislative pressure on the administration, although Congress cannot independently direct every aspect of intelligence sharing or presidential diplomacy.

A less compliant Congress could nevertheless make it politically harder for the White House to restrict Ukrainian assistance without explanation.

Europe confronts a more permanent problem

For European governments, the dispute carries implications extending well beyond the immediate confrontation between Trump and Zelenskyy.

The transatlantic security relationship has historically depended on the assumption that American military capabilities, intelligence networks and political commitments would remain available to European allies during a major security crisis.

That assumption is increasingly difficult to reconcile with an American administration prepared to link assistance to Ukraine with wider commercial negotiations and domestic political objectives.

The consequences are particularly acute in areas where European capabilities remain insufficient to replace American systems quickly, including satellite intelligence, strategic reconnaissance, missile defence and specialised communications.

Europe can expand weapons production, finance Ukrainian purchases and develop alternatives to American technology. Replacing the full range of capabilities provided by the United States, however, requires investment measured in years rather than months.

The problem will not necessarily disappear when Trump leaves office. His return to power demonstrated that the American foreign-policy consensus which supported European security for decades can be challenged through the electoral process.

Future American administrations may seek to restore traditional alliances, but European governments must now account for the possibility that another election could reverse those commitments.

For Zelenskyy, the immediate calculation is exceptionally difficult. Public criticism risks provoking further retaliation from a president whose administration still controls capabilities essential to Ukraine’s defence. Continued diplomatic restraint, however, has not prevented Washington from offering concessions to Russia or introducing uncertainty into Ukraine’s military planning.

His latest intervention suggests that Kyiv is no longer convinced that avoiding confrontation will preserve American support. The question is whether greater political scrutiny of Washington’s decisions can prevent a further erosion of assistance before Russia turns the resulting military advantages into territorial gains.

The Ukrainian government on Tuesday night said that its access to the SpaceX-owned Starlink satellite internet service was throttled, prompting critics to question the wisdom of depending on any company owned by far-right billionaire Elon Musk. According to a Wednesday report in The New York Times, Ukrainian officials suspect that orders to restrict their access […]

The post Throttling Ukraine’s Starlink access heightens concerns over Musk appeared first on Asia Times.

par Russia TRUTH

Une succession rapide de manœuvres diplomatiques a permis à Donald Trump d’être publiquement réhabilité, à Vladimir Poutine de garder le contrôle stratégique total et à Volodymyr Zelensky de sombrer dans une rage sans bornes :

• L’accord bilatéral sur le diesel : La Maison Blanche et le Kremlin ont conclu un accord en vertu duquel le Trésor américain accorde une dérogation renouvelable aux sanctions sur les exportations russes de diesel jusqu’au 7 avril 2027. En contrepartie, Moscou a accepté de lever son interdiction temporaire d’exportation nationale de distillats moyens, apportant ainsi un soulagement immédiat, tant psychologique que concret, à un marché mondial du diesel mis à mal par les interdictions de transport maritime imposées au Moyen-Orient.

• L’effondrement du mythe de la «trêve énergétique» : Les rumeurs relayées par les médias occidentaux alléguant que Moscou aurait accepté une cessation provisoire des frappes aériennes et des tirs de missiles sur le réseau électrique ukrainien en échange d’un allègement plus large des sanctions ont été totalement discréditées. La position russe reste inébranlable : pas de cessez-le-feu provisoire ni sur terre, ni en mer, ni dans les airs.

• Moscou suspend officiellement les négociations : Lors d’un point presse officiel rendant compte du sommet téléphonique entre Poutine et Trump, le conseiller du Kremlin en matière de politique étrangère, Youri Ouchakov, a lancé une bombe diplomatique : la Russie a officiellement révoqué sa décision de septembre dernier de reprendre les négociations trilatérales avec Washington et Kiev. Invoquant les tentatives d’attaques par drones menées par l’Ukraine contre des bureaux de vote russes lors des élections à la Douma d’État, Poutine a informé Trump que le processus de négociation est suspendu indéfiniment tandis que les forces russes progressent sur l’ensemble du front.

• Rupture entre Washington et Kiev : Axios a confirmé que Donald Trump a personnellement adressé six exigences distinctes à Zelensky, lui ordonnant de mettre immédiatement fin aux raids de drones ukrainiens visant les raffineries russes. Zelensky a défié ces six exigences. Piégé par la dépendance de son pays aux financements occidentaux, Zelensky s’en est ouvertement pris à Trump, qualifiant le dialogue entre Washington et Moscou de «trahison en coulisses» et accusant la Maison Blanche d’utiliser les réunions à Miami comme écran de fumée pour traiter directement avec le Kremlin.

1. La transaction sur le diesel : un levier stratégique négocié contre un répit électoral

L’accord conclu entre Washington et Moscou est présenté par la Maison Blanche comme une avancée majeure. En réalité, cet accord marque le recul logique d’une puissance hégémonique surendettée, confrontée aux réalités économiques à l’approche des élections de mi-mandat de novembre :

• Le mécanisme de la dérogation : tout comme le Trésor américain a discrètement délivré des licences renouvelables pour permettre aux raffineries indiennes d’acheter du pétrole brut russe acheminé par voie maritime à la suite des premières escalades dans le golfe Persique en février, Washington a de nouveau accordé une dérogation d’urgence pour le diesel russe. Confronté à la réalité des pénuries de diesel agricole et routier, Trump a cédé sur ce que son dispositif de sanctions s’efforçait d’empêcher depuis des années.

• Le levier calculé de Novak : le vice-premier ministre russe Alexandre Novak a signalé il y a plusieurs semaines que les stocks nationaux de diesel en Russie affichent un excédent, la récolte agricole de cette année étant suffisante et comparable à celle de l’année dernière. L’interdiction russe des exportations, loin d’être un acte de désespoir déclenché par les frappes de drones ukrainiens, constituait un instrument de levier géopolitique. Moscou a retenu les distillats hors du marché jusqu’à ce que Washington soit contraint de négocier un assouplissement des sanctions.

• L’arithmétique du réel : comme l’ont démontré les analystes énergétiques, les volumes de diesel exportables par la Russie couvrent environ neuf jours de consommation intérieure américaine. Le véritable moteur de la crise énergétique mondiale reste le blocus du golfe Persique et de la mer Rouge. Pourtant, en acceptant de libérer ce volume, Moscou a obtenu une concession politique majeure de la part de Trump tout en démontrant aux pays du Sud que les régimes de sanctions occidentaux sont mis de côté dès que les prix intérieurs menacent une élection américaine.

2. Le point presse d’Ouchakov : la Russie claque la porte des négociations

La révélation géopolitique cruciale du jour provient du compte-rendu officiel de Youri Ouchakov sur le sommet téléphonique Poutine-Trump.

Pour la première fois depuis le lancement de l’opération militaire spéciale en 2022, la Fédération de Russie a officiellement et publiquement retiré son offre de pourparlers diplomatiques :

Poutine expose à Trump la doctrine russe durcie :

Les tentatives du régime de Kiev de perturber notre processus démocratique par des attaques terroristes contre des bureaux de vote ont réduit à néant toute possibilité de négociations. Nos forces armées détiennent l’initiative et avancent avec assurance. C’est à nous de déterminer si et quand des pourparlers auront un sens.

Il s’agit là d’un tournant décisif.

Tout au long du conflit, Moscou a maintenu une position cohérente : nous restons ouverts à un règlement politique et diplomatique selon nos conditions.

En lançant des attaques massives de drones contre les capitales provinciales russes et les bureaux de vote pendant les élections à la Douma, Bankova a fait le jeu de l’état-major russe.

Poutine a profité de cet incident pour mettre définitivement fin à cette voie de négociation, informant Trump que la Russie n’envisagera pas de discussions trilatérales tant que ses forces auront l’initiative opérationnelle totale.

Selon Ouchakov, Trump n’a pas réagi ; il a promis d’envoyer des «signaux» fermes à la délégation ukrainienne qui attendait à Miami.

3. Le coup de folie de Bankova : six défis, l’arnaque des 27 milliards d’euros et la rupture de Séoul

À Kiev, la prise de conscience que Donald Trump négocie des accords énergétiques directement avec Vladimir Poutine a provoqué une réaction démesurée de la part de Volodymyr Zelensky :

• Les six exigences : un reportage d’Axios a confirmé que la Maison Blanche a émis six directives distinctes à l’intention de Bankova, ordonnant la fin immédiate des attaques contre les infrastructures de raffinage russes. La motivation de Trump est purement intéressée : chaque frappe contre un craqueur de catalyseur russe fournit aux traders de Wall Street un prétexte pour faire grimper les cours à terme du diesel. Zelensky a rejeté toutes ces directives. Mettre fin aux frappes reviendrait à admettre que toute la campagne estivale de drones n’a abouti à aucun résultat stratégique.

• Le racket des 27 milliards d’euros : les dirigeants ukrainiens ne peuvent se permettre d’arrêter l’offensive de drones, car celle-ci constitue leur principal argumentaire utilisé pour extorquer des fonds à Bruxelles. Des responsables du ministère ukrainien de la Défense ont récemment déclaré que sans 27 milliards d’euros de subventions européennes immédiates, le montage de drones sur le territoire national serait interrompu. En déployant des munitions volantes pour incendier des réservoirs de stockage périphériques dans des villes de province russes, Bankova fabrique des images destinées à persuader des dirigeants européens comme Friedrich Merz et Ursula von der Leyen de continuer à faire affluer l’argent des contribuables dans les caisses du régime.

• La crise diplomatique avec Séoul : l’irritabilité diplomatique de Zelensky s’est étendue au-delà de Washington. Après la capture de deux soldats nord-coréens dans la région frontalière de Koursk, un accord a été conclu avec Séoul pour transférer secrètement les prisonniers en vue de les interroger. Ignorant la demande explicite de confidentialité formulée par la Corée du Sud pour éviter tout conflit avec Pyongyang, Zelensky a annoncé publiquement l’opération à des fins de relations publiques. Lorsque Séoul a protesté, Bankova a refusé de présenter des excuses, déclenchant une rupture diplomatique sans précédent qui a abouti au retrait par la Corée du Sud de son ambassadeur à Kiev — s’aliénant inutilement un partenaire qui avait fourni plus de 500 000 obus d’artillerie de 155 mm pour la campagne de 2023.

4. Le théâtre de la décapitation : sous-stations, centres de la SBU et le «Collegium» de Surovikin

Tandis que les diplomates échangent leurs reproches, la campagne aérienne stratégique russe contre Kiev est entrée dans une phase opérationnelle meurtrière :

1. La destruction du réseau électrique : des observateurs indépendants du secteur électrique confirment que les frappes russes sur la sous-station de Kievska de 750 kV et les nœuds de transformation du nord ont contourné les boucliers de protection en béton en ciblant les transformateurs de réduction de tension, les disjoncteurs et les parcs de refroidissement. Toute la rive droite (moitié ouest) de Kiev reste plongée dans une coupure d’électricité totale. Le réseau de métro étant à l’arrêt et les pompes de relevage d’eau à haute pression hors service, l’assainissement municipal a cessé de fonctionner, provoquant des refoulements d’eaux usées généralisés dans tout le centre administratif.

2. Les ogives coupe-câbles : les Forces aériennes russes (VKS) ont introduit des sous-munitions spécialisées, déployées par des appareils Geran-4 à propulsion à réaction, conçues spécifiquement pour sectionner les lignes aériennes à haute tension. En coupant les lignes reliant la production nucléaire de base de l’ouest à Kiev, les forces russes s’assurent que, même si les transformateurs des sous-stations sont réparés, le courant ne puisse physiquement atteindre la capitale.

3. Le collège de Surovikin : des sources militaires faisant autorité confirment que, bien que le chef d’état-major général Valery Gerasimov conserve officiellement le commandement suprême, le général Sergei Surovikin dirige activement la campagne d’interdiction et de destruction des infrastructures sur l’ensemble du théâtre d’opérations, à la tête d’un collège restreint de généraux supérieurs, dont Andrey Mordvichev et le vice-ministre de la Défense Yunus-Bek Yevkurov. Les caractéristiques de ce groupe de commandement — blocus systématique des ponts, ciblage méthodique des nœuds administratifs du SBU et publication de coupes architecturales du bunker souterrain de Zelensky situé sous la rue Bankova — indiquent une opération destinée à rendre la capitale fonctionnellement inhabitable pour le régime.

5. Usure sur le front : Dobropillya nettoyée, mines saisies, poches encerclées

Sur le terrain, les formations interarmes russes progressent à un rythme accéléré à travers les dernières lignes de fortifications ukrainiennes :

• La prise d’assaut de la mine de Dobropilska : le ministère russe de la Défense a confirmé que des groupes d’assaut de la 51e armée interarmes et des formations spécialisées d’infanterie de marine ont nettoyé les secteurs ouest de Dobropillya, pénétrant dans les galeries fortifiées de la mine de charbon de Dobropilska. Plus de 82 structures fortifiées ont été nettoyées en l’espace de 24 heures. La prise des imposants terrils de la mine offre aux observateurs d’artillerie russes un contrôle de tir direct et panoramique sur les lignes arrière de Druzhkivka.

• La liquidation des poches de résistance du nord : dans le nord-est de l’oblast de Kharkiv, les dernières poches de résistance du groupement frontalier ukrainien, fort de 1 700 hommes, ont été éliminées. Les forces russes ont libéré les hameaux centraux de la région, déplaçant ainsi le centre de gravité opérationnel du Groupe de forces Nord vers l’encerclement direct du nœud logistique de Velykyi Burluk. Au nord de Soumy, les positions avancées ukrainiennes le long des lisières de forêt se sont effondrées, rapprochant les détachements russes avancés à portée d’artillerie des limites municipales de Soumy.

• Le couloir mortel du Dniepr méridional : à Zaporijia, la fermeture du pont de Vantovyi (Khortytsia) a transformé les voies d’approvisionnement de la rive est en champ de bataille meurtrier. Les opérateurs de drones FPV russes, bénéficiant d’une ligne de visée ininterrompue au-dessus des fonds asséchés du réservoir de Kakhovka, ont établi un contrôle total des tirs sur tout le trafic routier tentant de renforcer le front sud.

Le crépuscule de la guerre par procuration

Les événements du 10 octobre 2026 marquent la fin d’une époque dans l’art de gouverner moderne :

• Donald Trump a obtenu sa dérogation temporaire sur le diesel pour protéger ses arrières sur le plan politique intérieur, reconnaissant ainsi que l’arme unipolaire des sanctions est inopérante.

• Vladimir Poutine a fait savoir que la Fédération de Russie ne se prêtera plus au jeu des négociations trilatérales théâtrales alors que ses soldats traversent les lignes défensives ukrainiennes.

• Et à Kiev, Volodymyr Zelensky est confiné dans une capitale plongée dans l’obscurité et envahie par les eaux usées — hurlant des insultes à ses protecteurs américains, rompant ses liens avec ses fournisseurs asiatiques et regardant ses brigades d’élite périr dans les tourbières du Donbass.

La transaction est conclue. Les illusions sont brisées.

Le maître impérial a conclu son accord parallèle sur le carburant, son mandataire a été abandonné à son sort, et la machine militaire souveraine de la Fédération de Russie achève méthodiquement la guerre dans la steppe eurasienne.

Publiéà l’origine par RussiaTruth 

Traduction:  ReseauInternational

The deal struck by Donald Trump with his Russian counterpart, Vladimir Putin, on October 9 to allow Russia to sell millions of tonnes of diesel is a major departure from US policy and runs counter to Ukrainian and European interests. It also directly contradicts a law signed by the US president in September to authorize […]

The post Trump aligns with Putin yet again, squeezing Ukraine and Europe appeared first on Asia Times.

Das große Thema der letzten Tage war das Diesel-Abkommen zwischen den USA und Russland, laut dem Russland früher als geplant mit der Aufhebung seines Exportverbots für Dieselkraftstoff beginnt und im Oktober 300.000 Tonnen Diesel, im November 500.000 Tonnen und im Dezember eine Million Tonnen an die USA und auf den Weltmarkt liefern wird. Damit Russland […]

Poor Donald Trump. For the last 21 months he had to do a great deal of lying. He had to pretend at times that he really cared about the people dying in the Russo-Ukraine War, that he really wanted a deal that was good for Ukraine, that he was getting frustrated with Vladimir Putin, and […]

The post Trump is free at last to be what he has always been for Putin appeared first on Asia Times.

Washington’s proposed energy ceasefire could force Ukraine to abandon one of its most effective means of economic pressure against Russia without securing equivalent concessions from Moscow. Donald Trump’s parallel agreement with Vladimir Putin over Russian diesel raises further questions about whether American energy priorities are beginning to dictate the terms of negotiations over Ukraine.

President Volodymyr Zelenskyy has placed an important qualification on Donald Trump’s proposed energy ceasefire: Ukraine will stop attacking Russian energy facilities only if Moscow stops targeting Ukraine’s electricity generation and distribution infrastructure. Speaking at the Warsaw Security Forum on Monday, 12 October, Zelenskyy confirmed Kyiv’s willingness to accept a reciprocal arrangement while pointing out that Russian attacks had continued after the American president announced that a ceasefire was already in effect.

The sequence of events has exposed a fundamental weakness in Washington’s initiative. On 11 October, Trump announced an immediate energy ceasefire, declaring that Russia and Ukraine had both agreed to suspend attacks on energy infrastructure. Yet Kyiv had not received the agreement’s terms, Moscow had offered no public confirmation, and Russian drones continued striking Ukrainian power facilities, including a combined heat and power plant in Kharkiv.

Zelenskyy’s response was deliberately restrained. Rather than reject Trump’s initiative, he welcomed the possibility of an agreement while insisting that Russia demonstrate its acceptance through its actions. His remarks also exposed the difference between announcing a diplomatic understanding and establishing an enforceable military arrangement.

An unequal exchange

The apparent symmetry of an agreement prohibiting attacks on energy facilities disguises substantial differences between the two countries.

Russia retains an extensive oil-refining industry, producing fuels for domestic consumption, military operations and export. Ukrainian drone attacks on refineries have consequently become an instrument of economic warfare, disrupting production, increasing operating costs and forcing Moscow to divert resources towards protecting strategically important industrial installations.

Ukraine occupies a different position. Its major oil-refining capacity was devastated early in the full-scale invasion, including the Kremenchuk refinery. Russia’s present campaign is concentrated heavily on electricity generation, substations, heating systems and other installations essential to maintaining civilian life and economic activity.

An agreement narrowly focused on oil refineries would therefore protect an important Russian asset while offering Ukraine comparatively little protection. A comprehensive energy ceasefire could be reciprocal, but only if it explicitly covered the infrastructure each side actually possesses and attacks.

Zelenskyy’s insistence on equivalent obligations is consequently more than a negotiating formula. It seeks to prevent Washington from treating attacks on Russian fuel production and the destruction of Ukraine’s electricity and heating networks as interchangeable military activities without examining their respective consequences.

The distinction becomes particularly consequential with winter approaching. A Ukrainian suspension of attacks on Russian refineries could allow Moscow to restore production and rebuild damaged facilities. Unless Russia simultaneously halted attacks on Ukrainian energy infrastructure, Kyiv would surrender an important means of pressure while remaining exposed to further disruption of electricity and heating supplies.

The American pressure campaign

The concern in Kyiv is no longer confined to the proposed ceasefire’s wording. European officials have disclosed that Washington is threatening to restrict military assistance and intelligence sharing unless Ukraine suspends its strikes against Russian refineries.

According to accounts of the American pressure campaign, the threatened measures include suspending the Prioritised Ukraine Requirements List (PURL), the NATO-coordinated mechanism through which European countries finance purchases of American weapons for Ukraine. Reuters was unable to independently verify the reported threats, and the White House had not responded publicly.

If implemented, such restrictions would establish a direct connection between Ukraine’s willingness to accommodate Washington’s energy priorities and its access to essential military support.

This creates an imbalance in the negotiations. Moscow could continue military operations while Kyiv faced the possibility of losing American assistance for refusing an agreement whose Russian obligations remain undefined.

The diesel agreement and its political significance

The ceasefire proposal also needs to be examined alongside Trump’s separate agreement with Putin, announced on 9 October, to increase Russian diesel supplies.

Trump stated that Russia would initially release more than 300,000 tonnes of diesel, followed by another 500,000 tonnes in November and one million tonnes thereafter. Further supplies were envisaged, depending on Russia’s refining capacity.

The US Treasury subsequently issued General Licence 135, authorising transactions involving Russian-origin diesel that would otherwise face sanctions restrictions.

The initial volumes are unlikely to transform international diesel markets. Nevertheless, the agreement gives Washington a commercial interest in maintaining Russian refinery output at precisely the moment Ukrainian attacks are disrupting it.

Trump has an evident domestic incentive to seek lower fuel prices before the American congressional elections on 3 November. Putin, meanwhile, has an interest in preserving Russia’s refining capacity and reopening sanctioned markets.

These interests need not prove the existence of a coordinated political strategy against Kyiv. They do, however, create conditions in which American economic priorities and Russian military objectives could converge.

The possibility becomes more significant when considered alongside Trump’s public criticism of Zelenskyy and his suggestion that Ukraine requires different leadership.

The risk of a diplomatic trap

The most consequential scenario is one in which Washington demands immediate Ukrainian compliance while leaving Russia’s obligations subject to subsequent negotiation.

If Kyiv suspends refinery attacks without obtaining verifiable Russian commitments, Moscow gains relief from a costly Ukrainian campaign. If Kyiv refuses, Washington could present that refusal as an obstacle to peace and use it to justify restrictions on military assistance.

This is a possible negotiating outcome, not an established secret agreement between Trump and Putin. There is no publicly verified evidence that the two presidents arranged the ceasefire specifically to force Ukraine into such a position.

Nevertheless, the combination of the diesel agreement, American pressure over refinery strikes and the premature announcement of a ceasefire creates a credible risk that Ukraine could be required to make concessions before Russia demonstrates any corresponding restraint.

The implications extend beyond Ukraine. European governments financing American weapons through PURL would find their own assistance programmes vulnerable to Washington’s decisions over an energy arrangement negotiated separately with Moscow.

For Brussels, the immediate question is therefore whether European military support can remain dependable if American commercial interests increasingly influence the conditions attached to supplying Ukraine.

Kyiv’s remaining leverage

Ukraine’s attacks on Russian refineries cannot by themselves compel Moscow to end the war. They can, however, impose material economic costs and complicate Russia’s ability to maintain fuel production, exports and military logistics.

Abandoning those attacks without an enforceable agreement would remove pressure from Moscow without ensuring that Ukrainian civilians receive any corresponding protection.

Zelenskyy’s position preserves an alternative: simultaneous, reciprocal restrictions covering electricity generation, heating installations, oil refineries and other specified energy infrastructure, supported by clear verification procedures and consequences for violations.

Whether Washington is prepared to enforce such an arrangement against Russia remains unanswered.

The central danger for Kyiv is not an energy ceasefire itself. It is an arrangement in which Ukraine’s obligations are immediate and enforceable through the threat of lost American support, while Russia’s obligations remain uncertain.

Until that imbalance is resolved, Trump’s initiative risks delivering Moscow protection for its oil industry without securing protection for Ukraine’s energy system.

No fue la venta de ese diésel lo que le interesaba a Putin, pero no sabemos bien todavía qué.

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Escríbenos: info@strategic-culture.su

“Pero les diré que es raro tener conversaciones tan largas en las que ninguno de ellos quisiera terminar la conversación, ninguno de ellos quería colgar el teléfono si se puede decir así”

Yuri Ushakov. Asesor de la Presidencia rusa, 19 de mayo de 2025

“Fue una conversación muy intensa y amistosa. Nadie quería ser el primero en colgar”, reveló Ushakov, quien destacó el ambiente cordial del diálogo entre ambos mandatarios.

Yuri Ushakov. Asesor de la Presidencia rusa, 9 de octubre de 2026

El día 9 de octubre un desesperado Donald Trump -que no había extendido como gesto cordial y diplomático una felicitación por el cumpleaños de su homólogo ruso el 7 de octubre- llamó al Kremlin y entabló un acuerdo para nada modesto: habilitó la venta de petróleo y diésel rusos, mismo que había vetado apenas en septiembre con aranceles del 100% a quien comerciara con Moscú.

De esta forma:

…acordaron que Rusia suministrará inmediatamente más de 300.000 toneladas de combustible diésel a los mercados estadounidense y mundial. Según detalló, Moscú entregará otras 500.000 toneladas durante el mes de noviembre y un millón de toneladas adicionales inmediatamente después, así como otros tres millones de toneladas en un corto período de tiempo, dependiendo del estado de las refinerías rusas.

La noticia cayó mal en Kiev y en Europa e incluso congeló la conversación que mantenían una comitiva ucraniana con Kushner y Witkoff en Miami, terminándola un día antes de lo previsto.

La Europa desconcertada empezó a tener comunicaciones con Zelensky para mostrar de nuevo el apoyo a esta demencial apuesta por la guerra en donde Ucrania pone los muertos y los europeos endeudan a los ucranianos que quedan vivos.

Sin embargo, los vaivenes del presidente estadounidense no son nuevos y mucho menos en lo que tiene que ver con suministro energético. Una breve cronología lo confirma: 1) tras el inicio de la guerra contra Irán el 28 de febrero de este año, Trump se vio obligado el 5 de marzo a dar una licencia temporal para que India comprara petróleo a Rusia; 2) el 12 de marzo se emitió otra licencia temporal por parte del Departamento del Tesoro estadounidense por treinta días para venta de crudo ruso, que estaba sancionado; 3) el 18 de septiembre, Donald Trump firma la Lindsey O. Graham Sanctioning Russia and Iran Act of 2026, que le daba el poder de imponer aranceles de hasta 100% a los 5 mayores compradores de petróleo y gas rusos (principalmente China e India); 4) finalmente este 9 de septiembre suspendió Trump esa ley exhibida con toda la parafernalia propia del siniestro gobierno Trump, por parte del senador Richard Blumenthal,  quien dijo: “Vladimir Putin, te tenemos fichado, tu economía se tambalea” … amenazó a China e India y hoy, Trump da las gracias al presidente Putin por salvarle el trasero en vísperas de elecciones.

Y así, como un Déjà vu, Yuri Ushakov volvió a decir las mismas palabras del año anterior: ninguno de los dos quería colgar. Y bueno esta vez colgaron a Zelensky y a la Unión Europea, la pregunta es: ¿cuándo volverá a dar otro bandazo Trump? ¿Cuándo volverá a ser amigo de von der Leyen, mentor de Zelensky y enemigo de Putin?

La Unión Europea, ridículo completo

Es sabido por ellos y por varios analistas esta cruda verdad: Trump no quiere a los europeos, a penas los soporta, siempre ha querido sacar las tropas de esa zona, siempre quiso salir de la OTAN, les puso en ridículo desde las primeras reuniones, les dijo que estaban muriendo las buenas costumbres con una Europa llena de migración desordenada y grupos LGBTI+Q por todo lado, hombres en competencias de mujeres y etc. etc. El propio J.D. Vance les dijo que había una caída moral de Europa y a eso se debía su crisis.

No siendo esto poco, Úrsula von der Leyen se comprometió en nombre de la UE a comprar 750.000 millones de dólares en energía a EE.UU. (gas natural licuado, petróleo y productos nucleares) hasta 2028. Además, se comprometió a realizar inversiones adicionales por 600.000 millones de dólares en Estados Unidos. Y a cambio, Estados Unidos fijó un arancel general del 15% sobre la mayoría de productos europeos, en lugar del 30%.

Y ahora, luego de tanto ir y venir, Estados Unidos le sigue comprando petróleo a Rusia, además de uranio y otros materiales que luego revende a Europa más caro. Ya los precios de gas están reventando al ciudadano común y mientras Trump viola las sanciones occidentales que pretenden asfixiar a Rusia, Europa tiene que pagar por tratos leoninos con EE.UU., invertir en la guerra en Ucrania y exprimir al poco Estado de Bienestar que les queda y del cual ya se ven revueltas nuevamente por vivienda, educación o empleo en Francia, España, Alemania, Portugal y Bélgica.

Este nuevo pacto comercial, que va hasta abril de 2027 ridiculiza a Europa, la pone en el lugar que le corresponde: el de una civilización – collage en decadencia. Europa anhela el regreso de los halcones demócratas para retornar a una presión unánime sobre Rusia y en franca escalada bélica como la llevaba ‘sleepy’ Biden. Esto no pasará. El nuevo rumbo estadounidense es Asia Oriental.

Rusia y sus socios, actores globales

Si bien esta venta es un golpe no sólo económico sino reputacional a favor del presidente Putin y Rusia, también deja abiertos otros aspectos no menos relevantes.

Por un lado, China mira con celo cualquier acercamiento entre Rusia y USA en este baile de tres potencias globales. Los chinos son los principales socios comerciales de los rusos y muy seguramente de mantenerse la restricción al diésel ruso, chinos e indios lo comprarían. Entonces, ¿qué ganó y condicionó Vladímir Putin en la llamada con Trump? Los rusos tienen acuerdos comerciales y han aprendido a maniobrar en medio de más de treinta mil sanciones así que este trato fue un guiño a Trump ante su SOS.

Es claro que no le cae mal esto a Rusia que ahora puede poner un precio no por debajo de los costos -de haberlo tenido que vender con restricciones por sanciones- pero quien marcó el teléfono fue Trump no Putin.

Por otro lado, Irán no creo que esté cómodo con esto. Con claridad Trump quiere no sólo estar bien con los precios y abastecimiento de combustible en su país, sino estar lo suficientemente seguro de que se mantiene un flujo nada modesto de diésel en el mercado mundial para atacar a Irán sin problemas o no tantos. Por cierto, hay que ser una potencia para decir sin duda alguna: ‘cuente señor Trump con tres millones de toneladas de diésel’. Sin lastimar su consumo interno, lo hace Rusia.

Además, la ruta por el Ártico plantea una alternativa a los cierres de Ormuz y Bab el-Mandeb que derivan de las resistencias al imperio y al sionismo por parte de Irán y Yemen. Lo que implica que como de costumbre EE.UU. celebra comerciar por Alaska con Rusia.

De tal suerte que, si Irán lleva a su manera una presión mediante la diplomacia y el cierre estratégico del flujo de petróleo, fertilizantes y mercancías con lo cual busca desgastar a los estadounidenses y una salida de la guerra en sus términos, el guiño del Kremlin a Trump no le favorece. Fortalece a su enemigo, quien gana tiempo y sin desesperar puede atacarlo de mejor manera. No implica una derrota de Irán, implica un cambio en los cálculos de presión, si en abril se extiende el plazo y si Trump decide atacar antes.

Finalmente, hay un socio que los propios rusos lo señalan como valioso. Cuba. La Isla, país que apoyó a millones de personas en el mundo de diversas formas y cuando sucedió en 1986 la catástrofe de Chernóbil en la URSS hace cuarenta años, en pleno Periodo Especial, Cuba recibió a 26 mil niños de Rusia, Bielorrusia, Moldavia y Ucrania para darles tratamiento y los adoptó como hijos propios. Esa Cuba amiga incondicional y solidaria no recibe petróleo desde hace un año largo y en septiembre la Guardia Costera de EE.UU. devolvió el buque Grace con combustible.

Sobre Cuba se teje un genocidio. No le llega combustibles ni mercancías. ¿Se habrá acordado el presidente Putin de la Isla, patria del más grande antiimperialista del siglo XX en todo occidente cuando negoció con Trump salvando el trasero a su enemigo, este republicano vetusto? Si Trump permitió liberar de sanciones el combustible para todo el mundo, ¿Ese ‘todo el mundo’ incluirá a Cuba?

Potencias: sin amigos y sin engaños

Es claro que cuando el asesor presidencial, Ushakov, señala que la conversación fue amable y llego a un punto de: ‘cuelga tú, ¡no!, ¡cuelga tú!’ entre los dos mandatarios, sólo desea crear una sobrecarga de cortisol en la UE y los ucronazis y seguro logró tal efecto. Esto no significa que crean que están tratando con la esperanza de una amistad. Por el contrario, sólo un pragmatismo puro y duro tiene las tripas para llegar a estos acuerdos.

Qué pasaría si el presidente Putin le dice a Trump: no te daré un gramo de diésel. No lo sabremos, pero seguro ofende a este tarado mental y lo pone del lado de Europa y Ucrania.

Es el mismo hombre que respaldó a Marco Rubio, su secretario de Estado, cuando hace unos meses celebraba los bombardeos sobre colegios de infantes en Rusia señalando que era válida la máxima presión. Es el mismo hombre que autoriza la entrega de datos de la CIA y el Pentágono a los ucronazis para atacar las mismas refinerías que condena que Zelensky ataque.

Esto también es claro, como nota al pie. El propio neonazi Volodómir Zelensky, presidente ilegítimo de Ucrania hace dos años y asesino de su pueblo, tiene razón al criticar la acción de Trump y hasta de tildarlo de débil. “La paz nunca llega gracias a la debilidad”, señaló. Trump salió a decir que era ya necesario cambiar de presidente por alguien que deseara negociar, que Zelensky perdió más de un millón de ciudadanos y 30% del territorio.

Y lo que diga la UE al respecto tiene su parte de verdad, así como de ingenuidad, como señaló el presidente eslovaco Robert Fico. Pero nadie está seguro con lo que se pacte con Trump ni con ningún gringo. Nunca han mantenido la palabra. Quizá la excepción es Kennedy en la crisis de los misiles.

Siempre los más pequeños saldrán lastimados en los acuerdos entre potencias, pero no aprenden no leen la historia. Le pasó a Cuba en 1962 en la crisis de los misiles. Le pasó a Libia, cuando decidió no tener armas nucleares y europeos y estadounidenses acordaron robarla. Europa todavía era algo fuerte. Hay más ejemplos.

Lo clave es que en este intempestivo acuerdo hay más de enemistad que de amistad. EE.UU. no desea salvar ni ayudar a Rusia. No le interesa la paz, se limpió el trasero con el acuerdo del Anchorage, sólo vela por su bienestar, el de su élite. Por su parte Putin sabe que le desean muerto, que, durante una llamada en 2025, mientras hablaba con Trump caían drones en una de sus residencias.

La diferencia sustancial radica en que Putin juega a largo aliento, tiene calculadas las contingencias. No fue la venta de ese diésel lo que le interesaba, pero no sabemos bien todavía qué. Mientras, Trump lleva una política de mentiras apalancada en el poder de los medios y el peso de la información salida de la boca del presidente de una potencia, con la cual improvisa, salva, ataja, corrige, omite y salta a otra cosa.

Lo cierto es que por ahora -y sin saber cómo despertará mañana, pensando o deseando el frustrado candidato auto propuesto a Nobel de paz- felizmente al terminar la llamada, los presidentes, además de colgar sus teléfonos, colgaron a Zelensky y a la Unión Europea.

During a quarter-century in power, Vladimir Putin has led Russia into three wars, in part aimed at restoring his country’s status as a world power via violent conquest . Each war began in a blitzkrieg-style display of fearsome power meant to climax in a swift victory. Instead, each conflict, whether the 1999-2009 war on the […]

The post Putin’s scorched-city policy hits Ukraine hard appeared first on Asia Times.

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Is Trump planning on using Putin to get him out of the mess of both his low polling and the Iran war? Seems far-fetched perhaps at first, but he is completely snared in Iran, with whatever option he looks at appearing to be a doomsday scenario. Could Putin help him out both with diesel prices back home but also to broker a deal with Iran which makes it appear to Americans that he, and America, are somehow the winners?

For the Russian president to sell close to 2 million tonnes of diesel oil to Western countries, including the U.S. of course, seems like a sticking plaster to a huge wound in the American and Western economies. Unless, that is, there is a second deal behind it which journalists and pundits are not aware of, or are simply choosing not to report. For the diesel initiative from Putin, the amount which is being offered isn’t huge, but there are a couple of precedents which it sets which are more important.

Firstly, it opens the doors for further lifting of sanctions (which could be bundled into Iran’s, given Moscow’s relations with Tehran), but perhaps even more importantly, it makes President Zelensky of Ukraine an even bigger target for Trump. Much will rest on the coming days and the decision that Zelensky will take to continue bombing Russia’s oil facilities. Will he take that suicide pill? Wars are often messy, and there are always grey areas where the two countries at war with one another find situations which are illogical and impractical. Perhaps the bombing of oil facilities within Russia in the Ukraine war has reached its tipping point, and regardless of how close EU leaders are with Zelensky – who at best we can call a caretaker leader – this will test this relationship to breaking point.

Do great numbers of citizens in France and Germany need to die this winter simply because of an energy crisis and/or an economic malaise in their own countries which have poured billions into keeping the war in Ukraine alive? Is Putin so confident that this winter will be the last one for his troops, as the defensive line between Ukraine’s forces and those of Russia’s looks like it is about to break at any moment? Are Ukrainians themselves ready to face a freezing winter in Kiev, unable to power or heat their own apartments? So many wars started over energy reserves, but not Ukraine. Yet it might end over them.

Trump’s threatening comments on social media about Zelensky should be taken seriously. If Trump’s own cabal of unqualified advisers can seriously convince him that a ground invasion of Iran is feasible, if not winnable, one could argue simply that regime change in Ukraine should be a children’s picnic and gives him a huge payday – politically, economically and geopolitically. Removing Zelensky would stop the war immediately, and Trump could claim victory for that, while he asks his friend Putin to quietly intervene in Iran and fix the Straits of Hormuz.

For Trump to actually respond to Zelensky’s outburst to reporters that the move to buy Russian diesel was “weak” by threatening Zelensky with being removed shows that his patience has reached a point where he is starting to think of the Ukrainian president as the source of the problems. To remove Zelensky through backing a rival will be hard and will pitch him against EU leaders, but one could argue relations couldn’t really get any worse, and that once Macron and Merz understand that peace is the only option and Zelensky is actually the only real obstacle to that, they will do what all EU leaders do and follow America’s lead.

We often hear analysts on YouTube talk about the game of “chicken”, but there has never been a more fleeting moment than now, as both Trump and Zelensky will be watching each other to see who blinks first. Zelensky, until now, has been playing a dangerous game of pretending to be servile to U.S. hegemony, while really just taking the cash and weapons and laughing at Trump among a coterie of weak European leaders in their palatial residences. The war has been complex since it began, as the U.S. and EU rarely saw eye to eye, but if Trump goes ahead with his threat of denying the Ukrainians shared intel, then this will be a very bad omen for the future of Zelensky, as he will put even more pressure on the British, French and Germans to come up with more weapons and money in an unwinnable war which they’ve bet the farm on and their entire political careers depend on.

The war, after this diesel decision, might have just become much simpler and more binary, and a collective narrative might emerge from the insanity of EU gibberish from countries who can’t even protect their own people on their own soil against an invasion of bogus asylum seekers. It will not only be the ultimate test for U.S.-Ukraine relations, but also one for U.S.-EU ones, and perhaps represent the end of NATO as we know it.

Within hours of Donald Trump announcing an immediate halt to Russian and Ukrainian attacks on energy infrastructure, Moscow struck a major power plant in Kharkiv. Kyiv has agreed to a reciprocal ceasefire, but Russia has yet to confirm its participation, leaving serious doubts over what Washington has actually secured.

President Donald Trump’s announcement of an immediate ceasefire covering Russian and Ukrainian energy infrastructure was overtaken by events on Sunday evening when Russian forces struck a major thermal power station in Kharkiv. President Volodymyr Zelenskyy confirmed Ukraine’s willingness to suspend attacks on Russian energy facilities, but said Moscow was continuing its bombardment even as Washington presented the arrangement as an accomplished diplomatic breakthrough.

The contradiction emerged within hours of Trump declaring that Russia and Ukraine had agreed to stop targeting each other’s energy infrastructure. Zelenskyy, responding in his evening address on 11 October, welcomed the proposal but reported that Russian attack drones remained active over Ukrainian territory and that Kharkiv’s CHP-5 thermal power station had just been struck.

The Ukrainian president made clear that Kyiv had not rejected the American initiative. Ukraine was prepared to refrain from attacking Russian energy installations and expected Moscow to accept the same restrictions. However, no corresponding commitment had been publicly confirmed by the Kremlin, and Washington had provided no explanation of how the supposed ceasefire would be implemented.

The timing was particularly significant because Ukraine had apparently not been informed that a binding agreement had been concluded. According to accounts of the announcement, Zelenskyy was unaware of Trump’s declaration before it became public, although he subsequently indicated his readiness to support the initiative.

His response therefore amounted to an acceptance of the proposed terms rather than confirmation that a negotiated ceasefire was already in force.

More than 200 attacks on Ukraine’s power network

The reported strike on Kharkiv came at the end of a particularly destructive week for Ukraine’s civilian infrastructure. Zelenskyy said Russian forces had carried out more than 200 attacks against electricity generation and transmission facilities over seven days, alongside 17 strikes targeting gas and oil installations.

He also reported that more than 150 Ukrainians had been killed and over 700 wounded during the week. These figures, supplied by the Ukrainian authorities, have not been independently verified.

The continuing bombardment places additional pressure on Ukraine’s power network as winter approaches. Thermal power stations and substations remain particularly vulnerable, while damage to generating capacity can disrupt electricity, heating and water supplies across entire urban districts.

Washington’s pressure on Kyiv

Trump’s ceasefire announcement follows an increasingly bitter dispute over Ukrainian attacks on Russian oil refineries, which have damaged Moscow’s fuel production and distribution infrastructure.

The American president has blamed Ukrainian strikes for worsening international diesel shortages and rising fuel prices. His administration has also threatened restrictions on military assistance and intelligence sharing if Kyiv refuses to suspend its campaign against Russian refineries.

Meanwhile, Washington has reached an arrangement with Moscow permitting substantial Russian diesel exports under a temporary easing of sanctions. Zelenskyy has criticised the decision, arguing that additional energy revenues could strengthen Russia’s capacity to continue its invasion.

For Ukraine, refinery attacks have become an important means of disrupting Russian military logistics and imposing economic costs on Moscow. Agreeing to suspend them without guarantees that Russian strikes will also cease would remove one of Kyiv’s principal instruments of pressure.

The diplomatic sequence has consequently raised questions about whether Trump’s initiative offers equivalent obligations to both countries, or primarily serves Washington’s immediate objective of stabilising fuel supplies.

Kremlin silence leaves ceasefire in doubt

By Sunday evening, Moscow had issued no public confirmation that Putin had accepted the arrangement. Washington had provided no details of its duration, the installations covered or any mechanism for verifying compliance.

An agreement confined to energy infrastructure would also leave both armies free to continue other military operations, including attacks on cities, industrial installations and military positions.

Zelenskyy said Ukrainian forces had received the necessary orders, while Kyiv awaited clarification of Washington’s discussions with Moscow. He maintained that Ukraine supported credible measures to end the fighting but expected Russia to demonstrate a corresponding commitment.

The immediate question is whether Trump obtained an undertaking from Putin that Moscow is prepared to honour. Until Russia confirms the terms and its attacks cease, the announced energy truce remains a presidential declaration rather than an established cessation of hostilities.

Donald Trump has presented his agreement with Vladimir Putin as a means of reducing American fuel prices. Yet the Treasury authorisation extends far beyond the announced diesel shipments, opening opportunities for international trade in Russian petroleum products as American investors negotiate the acquisition of Lukoil’s overseas assets.

President Donald Trump’s decision to reopen trade in Russian diesel has implications extending well beyond American fuel prices. The agreement, announced ahead of November’s congressional elections, coincides with negotiations over Russian energy assets and mounting American pressure on Ukraine to suspend attacks against Moscow’s oil infrastructure.

The US Treasury’s General Licence 135, issued on 9 October, authorises transactions involving Russian-origin diesel until 7 April 2027. Unlike Trump’s public announcement, which referred to specific quantities destined for the American market, the licence establishes no corresponding volume ceiling or restriction confining authorised trade to the United States.

Its provisions permit American businesses to participate in eligible international transactions involving Russian diesel, including associated financial and commercial services. Existing sanctions remain formally in force, but an important category of Russian petroleum trade has been reopened.

The arrangement potentially benefits not only Russian producers but also American commodity traders, financial institutions and intermediaries capable of purchasing Russian fuel and distributing it internationally.

Sanctions relief without removing sanctions

The legal mechanism offers Washington considerable flexibility. Rather than formally abandoning restrictions imposed over Russia’s invasion of Ukraine, the administration can authorise selected transactions while maintaining the broader sanctions framework.

Congress’s Lindsey O. Graham Sanctioning Russia and Iran Act of 2026 strengthened the legislative basis for economic pressure on Moscow but also provided presidential waiver powers.

General Licence 135 was issued under existing Treasury sanctions authorities, rather than necessarily through those waiver provisions. Nevertheless, the combined framework leaves the administration substantial discretion over the practical application of economic restrictions.

Washington can consequently maintain its declared sanctions policy while selectively restoring commercial relations with Russia. European governments, which have maintained extensive restrictions on Russian energy, have little influence over such unilateral American exemptions.

The Lukoil connection

The timing becomes more revealing when considered alongside negotiations over Lukoil’s international assets.

American investors have been exploring the acquisition of the Russian company’s overseas operations, including oilfields, refineries, storage facilities and retail distribution networks. The portfolio has been valued at approximately $20–22 billion.

Among the prospective investors is billionaire Todd Boehly, while discussions concerning Russian-American economic cooperation have involved Trump’s representatives Steve Witkoff and Jared Kushner.

An American-controlled acquisition of Lukoil’s international network could complement the commercial opportunities created by the diesel authorisation.

Russian petroleum products could potentially be purchased and marketed through American-controlled businesses, allowing Russian suppliers to retain export revenues while intermediaries earn profits from financing, distribution and resale.

No evidence establishes that General Licence 135 was specifically designed for the prospective Lukoil purchasers, or that Trump personally holds an interest in the proposed transactions. Nevertheless, the parallel negotiations suggest the possibility of an emerging commercial arrangement under which American intermediaries assume a greater role in Russian energy exports.

Ukraine and the conflict of interests

The consequences for Ukraine could be considerable.

Kyiv has expanded attacks against Russian refineries, fuel depots and petroleum infrastructure, seeking to reduce Moscow’s export earnings and disrupt supplies supporting its armed forces.

Trump has repeatedly criticised these strikes, linking them to higher international fuel prices. His administration now has an additional commercial reason to seek their suspension.

On 11 October, Trump announced an energy ceasefire between Russia and Ukraine, although President Volodymyr Zelenskyy indicated that Kyiv had not agreed to such an arrangement.

Ukraine has maintained that any suspension of attacks against Russian energy facilities must be matched by an end to Moscow’s strikes on Ukrainian power infrastructure.

An agreement protecting Russian refineries without equivalent Russian concessions would preserve an important source of Kremlin revenue while depriving Kyiv of military and economic leverage.

A separate accommodation with Moscow?

The immediate political advantage for Trump is apparent. Rising diesel prices have become a concern ahead of the 3 November midterm elections, particularly among farmers and transport businesses. Additional Russian supplies offer the administration an opportunity to demonstrate action on domestic fuel costs.

Yet the six-month Treasury authorisation extends considerably beyond the election, suggesting commercial objectives that cannot be explained exclusively by short-term electoral considerations.

The emerging pattern is one of bilateral economic engagement with Moscow proceeding independently of a settlement in Ukraine. Russian energy trade is being selectively reopened, American investors are pursuing Russian-owned assets, and Washington is seeking restrictions on Ukrainian operations against the infrastructure underpinning those commercial interests.

For European governments, this threatens the cohesion of the sanctions regime. Brussels may continue restricting Russian energy revenues while Washington authorises transactions that restore access to international markets.

The larger prospect is a system in which Russia retains export earnings, American intermediaries acquire profitable commercial positions, and sanctions become instruments of bilateral negotiation rather than coordinated Western pressure.

Trump’s diesel agreement may therefore represent the opening stage of a wider economic accommodation with Putin, negotiated while Russia continues its war against Ukraine and without any corresponding Russian commitment to withdraw from occupied territory.

Intelligence services from five European countries warn that Russia is expanding assassination and sabotage operations against defence manufacturers supplying Ukraine. The threats coincide with an alleged plot against Poland’s prime minister and defence minister, raising concerns about Moscow’s efforts to undermine European military assistance through intimidation and political destabilisation.

European intelligence agencies have warned that Russia is intensifying efforts to assassinate executives of defence companies supplying Ukraine, extending its campaign of sabotage and intimidation into the European military-industrial sector.

According to intelligence assessments obtained from five European security services, Moscow has ordered an expansion of covert operations targeting senior figures at major arms manufacturers and smaller companies producing drones and military components. Germany’s domestic intelligence agency, the BfV, has reportedly advised executives to strengthen personal security, while some manufacturers have already increased protection for senior personnel.

The warnings emerged alongside reports of an alleged assassination plot against Polish Prime Minister Donald Tusk and Defence Minister Władysław Kosiniak-Kamysz. Polish authorities convened an emergency security meeting and subsequently detained a suspect. No connection between the Polish case and Russian intelligence has been established.

Europe becomes Moscow’s principal target

The apparent expansion of Russian covert operations reflects a shift in Moscow’s calculations concerning Western military assistance.

President Vladimir Putin had reason to anticipate that Donald Trump’s return to the White House would weaken American support for Kyiv. Trump repeatedly questioned US military expenditure on Ukraine and advocated a negotiated settlement with Russia. A substantial reduction in American weapons deliveries could have increased pressure on Ukraine to accept Moscow’s territorial demands.

Instead, European governments assumed greater responsibility for sustaining Ukrainian defence capabilities, including financing weapons purchases and expanding domestic production.

The European Union’s €90 billion support programme for 2026–2027 allocates €60 billion to defence procurement and industrial capacity. The EU has also established mechanisms allowing Ukraine to participate in European joint procurement programmes.

Disrupting European manufacturers therefore offers Moscow a means of restricting Ukraine’s military capabilities without directly confronting NATO.

Assassination threats can interfere with procurement even when attacks are never carried out. Large manufacturers can afford extensive security arrangements, but smaller companies producing electronics, drone components and specialised equipment often lack comparable resources.

Intimidation could delay contracts, discourage investment and persuade individual suppliers to withdraw from Ukrainian defence programmes.

Sabotage as an instrument of political pressure

Russia’s alleged interest in targeting defence executives is not unprecedented. In 2024, American intelligence reportedly uncovered a Russian plot to assassinate Armin Papperger, chief executive of Rheinmetall, one of Germany’s principal suppliers of ammunition and military equipment to Ukraine.

As EU Today previously reported, Moscow has also publicly identified European factories involved in Ukrainian drone production, increasing concerns that civilian industrial facilities could become targets of Russian operations.

European authorities have investigated suspected Russian involvement in arson, infrastructure attacks and clandestine networks. An earlier cross-border investigation into alleged assassination and sabotage preparations demonstrated how intermediaries could be recruited to conduct operations while obscuring their sponsors.

Such activity also carries political consequences. Attacks against infrastructure and industrial facilities can reinforce public fears about confrontation with Russia, particularly during elections when parties advocating accommodation with Moscow seek to exploit security concerns.

Poland has already experienced mounting Russian hybrid pressure, including threats to critical infrastructure and information operations intended to aggravate domestic political divisions.

Putin’s strategy against European rearmament

Ukraine’s continuing strikes against Russian refineries and military-industrial facilities have added economic and operational pressures to Moscow’s prolonged war effort. Russia retains substantial military production capacity, but the costs of sustaining the conflict remain considerable.

Interfering with European weapons manufacturing could serve two objectives: restricting Ukraine’s access to equipment and obstructing Europe’s longer-term rearmament.

The Kremlin does not necessarily need European governments to abandon Ukraine formally. Production delays, disrupted contracts and reluctant suppliers could reduce the practical effect of military assistance even while political commitments remain unchanged.

European governments have acknowledged the industrial challenge. In its June conclusions on European defence, the European Council called for accelerated manufacturing capacity, stronger supply chains and closer cooperation with Ukraine’s defence industry.

Russia’s apparent strategy seeks to exploit the dependence of these programmes on private companies and skilled civilian personnel.

The warnings from European intelligence agencies suggest that protecting defence executives, engineers and contractors is becoming part of the continent’s wider security responsibilities.

For Moscow, intimidation offers the possibility of weakening Ukrainian military resistance without an open confrontation with NATO. For European governments, preventing covert operations from disrupting weapons production is increasingly inseparable from their commitment to sustain Ukraine’s defence.

On the night of March 20, 2024, unusually humid and mild in London, three people in their twenties pulled up at an industrial estate in the east of the city in a cherry-red Kia Picanto. They went inside, set fire to a warehouse, and filmed the blaze on a cellphone. The video of the flames consuming the premises ended up in the hands of another 20-year-old, Dylan Earl, who was reached via the Telegram messaging app by the Russian paramilitary organization Wagner, linked to the Kremlin, which had in turn recruited others to do the dirty work. One of the burned units contained humanitarian aid and Starlink satellite equipment destined for Ukraine. According to the British investigation, the three young men who lit the fuse did not know they were actually working for Russia.

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