By Noah Rothman
Friday, March 28, 2025
On Monday, the Trump White House announced that it had reached separate
but contingent agreements with Ukraine and Russia to pause their respective
attacks on each other’s maritime and civilian energy targets. In exchange, the
White House agreed to provide Russia with sanctions relief. Ukraine, by
contrast, got little more than constraints on its ability to execute some of
its most effective asymmetrical operations against Russian targets. But that
agreement, if there ever was an agreement, was not to last.
In a Friday statement from Kremlin spokesman Dmitry Peskov, Moscow announced that it reserves the right
to resume strikes on Ukrainian energy infrastructure. The statement was
unnecessary. Russia had already resumed its attacks on
Ukrainian civilian energy installations. Moscow insists it is merely
responding to the shelling of a gas-metering station near the front lines in
Russia’s Kursk Oblast, but Kyiv denies the claim and insists its
firepower is used “exclusively against military targets of the Russian
occupation army.” Regardless, the limited cease-fire, such as it was, is off.
America’s allies in Europe had warned Trump to expect as much. “The
collective view is that Russia is playing games, that Putin is back to his old
playbook,” British Prime Minister Keir Starmer told reporters this week. Still,
he and the rest of the 27 European leaders who gathered in Paris to present a
united front in opposition to Moscow’s territorial expansionism put on a brave
face. “President Trump is waiting for a clear answer from the Russians,” French
President Emmanuel Macron posited. “If he has the clear message the Russians
are not coming [to the negotiating table], he will feel deceived, betrayed. And
he would have to react.”
That’s an optimistic outlook. If the administration
experiences any frustration when confronted with Russian recalcitrance and
duplicity, that emotion has consistently produced only additional pressure on
Ukraine. The latest example of that tendency is particularly egregious.
For weeks following Trump’s second inauguration, his
administration muscled Ukraine into accepting an onerous agreement compelling
Kyiv to provide the U.S. with at least 50 percent of the revenue it derives
from the exploration of its mineral and hydrocarbon deposits — now and in the
future. “That,” Vice President JD Vance explained, “is a way better
security guarantee than 20,000 troops from some random country that hasn’t
fought a war in 30 or 40 years.” Kyiv agreed, although with deep and understandable reluctance (politics happens in other countries, too).
Over the weekend, though, the United States suddenly
insisted that the deal it had muscled into existence was no longer good enough.
According to the Financial Times, Washington’s new proposal would compel
Ukraine to submit “all mineral resources, including oil and gas, and major
energy assets across the entire Ukrainian territory” to a joint investment fund
with the United States, over which Washington retains control and veto power.
Again, Washington withheld the promise of security guarantees even if Ukraine
complied with this monumental demand.
The Ukrainian sources with whom FT’s reporters
spoke bristled at the deal, calling it “unfair” and the equivalent of
“robbery.” They suspect that the proposal — a recipe for a slightly milder form
of colonialism than the one on offer from Russia — is designed to be rejected.
Why would the Trump administration erect obstacles before Ukraine’s compliance
with the peace deal the White House insists it so desires if not to scuttle the
project while securing a plausible narrative that allows the administration to
blame Kyiv for its failure?
All this suits Moscow just fine. Indeed, sensing its new
freedom of action, Vladimir Putin’s regime has only grown bolder. “Just
recently, I said that we will push through,” Putin said while reviewing Russian troops on Friday in Archangelsk. “There
are grounds to think that we will finish them off,” he said of the Ukrainians.
Indeed, Putin is already speculating openly that the process over which Trump
is presiding should give way to a United Nations–administered provisional
authority governing the whole of Ukraine. “Only then” should there be “peace
negotiations,” the Russian
autocrat averred.
That’s a big ask, but why shouldn’t the Kremlin press its
advantage — both on the battlefield and in negotiations with its pliant
American counterparts? It’s hard to avoid Putin’s determination that there is
nothing he can do that would exhaust Trump’s patience with
Moscow. In his pursuit of a lopsided peace in Europe that favors Russia, Putin
has ample evidence to conclude that Washington is on his side.
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