By Anne Applebaum
Monday, October 12, 2026
In the past 72 hours, Donald Trump has dropped all
pretense, torched a couple decades of American policy, and undermined 18 months
of his own diplomacy. He lifted sanctions on the import of Russian diesel fuel,
in violation of the letter and spirit of laws that he himself signed. He has
threatened to stop sharing intelligence with Ukraine, unless Ukraine agrees not
to target Russian refineries, thus demanding that Kyiv give up its most
effective weapon while asking nothing from Russia in exchange. He has not
criticized Russian attacks on Ukrainian power plants or factories, even those
owned by American companies. He has offered no condolences for the recent
deaths of Ukrainian children in Russian bombing raids.
He has lied repeatedly. He declared that Ukraine and
Russia had agreed to an “energy cease-fire,” an announcement that surprised the
Ukrainians and that in any case the Russians immediately broke, hitting a power
plant in Kharkiv only hours later. He accused Ukraine of blocking negotiations,
when in reality the Ukrainians have repeatedly proposed cease-fires and Russia
has never agreed to a cease-fire or any meaningful negotiation at all.
He has described Ukraine’s democratically elected
president as an obstacle to negotiations and told him to leave office. But on
Friday, before making these new decisions, he held yet another long, friendly
telephone conversation with the Russian dictator, who really could end the war
today. All Vladimir Putin has to do is tell his soldiers to stop fighting, and
then the war is over. The Ukrainians cannot stop fighting because, if they do,
their country will be conquered and they will suffer the fate of their occupied
territories: leaders murdered, children kidnapped, repression and concentration
camps for everyone else. If Trump knows this, then he does not care.
The president has implied that the point of his new
policy is to lower fuel prices for Americans. Perhaps he wants to convince
voters that the cause of high prices is Ukraine and not his own war of choice
in Iran. But this is not a sufficient explanation or justification for these
dramatic actions. The amount of fuel that Russia could export is too small, the
impact on pricing too slight, the narrative too late to shape electoral
outcomes.
This looks, instead, like something very different: an
abrupt, Hail Mary attempt to force Ukraine to surrender and to save the Russian
economy, perhaps in order to finally complete the multiple business deals that
the Russians are known to have discussed with American negotiators and others
in Trump’s orbit. These include deals involving the Nord Stream gas pipelines, mineral
mining in the Arctic, the Russian assets
frozen in European banks, and more.
Since the beginning of Trump’s second term, American
allies in Europe and elsewhere have tried to explain to the president the
significance of the war and the threat that Russia poses to peace and
prosperity in Europe, in the Middle East, in Africa. Now it looks as if they
have failed, and Trump has followed his oldest instincts to side with Putin.
What lessons will they draw?
The first and most obvious is: Don’t rely on the
United States. America is now a capricious, unpredictable power, one whose
long-standing foreign policies can be impulsively reversed, from one day to the
next. The U.S. has been sanctioning Russia for many years, and now suddenly, at
the whim of the president, it is not. Also: Dictators receive better
treatment in Trump’s Washington than elected leaders. Canada is a far more
reliable energy partner for the U.S. than Russia, and yet Trump has not sought
to improve relations with the Canadian government. European security will be
directly at risk in the case of a Ukrainian collapse or surrender, and yet Trump
listens to Moscow, not Berlin or London.
Another lesson: This administration is for sale. A
few days ago, The New York Times reported
that, as part of peace negotiations between the U.S. and Russia, the property
of Lukoil, a Russian company, may soon be acquired by a business consortium
that includes Middle Eastern partners of Trump’s two lead negotiators in
Ukraine, Jared Kushner and Steve Witkoff, as well as Trump’s daughter Ivanka
and Witkoff’s son. (An administration official confirmed to the Times that
Kushner and Witkoff were involved in the Lukoil discussions, though there is no
evidence that they will personally benefit.) The proposed deals on pipelines,
minerals, and frozen assets are also still on the table. Even if none of them
is ever completed, the mere fact that Trump’s negotiators discuss them gives
the Russian regime reason to believe that it can continue the war with
impunity.
However, democracies can cooperate without the
American president. Ukraine will continue fighting, and will probably
continue striking Russian refineries, thanks to its friends in Europe and
beyond. French intelligence, German weaponry, and broad packages of aid from
Scandinavia, Poland, and elsewhere will help. Everyone else should take note.
For the past couple years, Europeans, Canadians, and the Pacific democracies
have been building deeper commercial and security links with one another, as
well as with India and Latin America. They’ve just been given another reason to
make those links stronger.
The Trump-Russia relationship remains intense,
important, and very weird. In the end, Trump always adopts Russia’s
perspective, whoever the leader. Since his first trip to Moscow in 1987, when
it was still the Soviet Union, he has loudly repeated Russian propaganda and
reflected Russian views. Upon returning from that trip, he took out full-page
advertisements in three newspapers, attacking American alliances in Europe and
Asia. For nearly 40 years, he has been saying much the same thing. He has
changed his mind about abortion and crypto, he has supported different political
parties at different times, but his dislike of America’s democratic allies and
his preference for Russia have remained remarkably consistent.
He continues to hold these views in defiance of the
American military and American intelligence, as well as majorities in the
country and in Congress. Immediately after his statement on diesel and his
comments about Volodymyr Zelensky, a bipartisan cohort of U.S. representatives
and senators attacked the deal and vowed to reverse it. Earlier today, U.S. Air
Force General Alexus Grynkewich, America’s highest-ranking soldier in Europe
and the top NATO commander—a job always held by an American—delivered a very
different message to Russia. Speaking at a security conference in Warsaw,
Grynkewich said that any attack on NATO, something many now genuinely fear,
would be met with overwhelming force: “We will stop the attack and deny them
the ability to achieve their objectives,
whatever those might be.
We will, in short, ensure any attack, against any ally,
proves utterly futile.” He implied that there would be
massive retaliation targeting “anything and
everything that supports, sustains, and controls” an
aggressive force.
This is the kind of language that, if it also came from
the White House, might deter Russia from expanding its current campaign of
sabotage and cyberattacks in Europe, from continuing to aid Iran, or from
committing war crimes in Ukraine. But this president absolutely refuses to use
it, and at this point, we have to assume he never will.
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