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| A Break for Ukraine
Released on Patreon on Oct 4, 2025 |
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To get early access to all the videos and newsletters, as well as other perks like the news digest, join the Patreon…
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| President Trump might finally be throwing the Ukrainians a bone, as the US may begin providing the precision targeting intelligence for strikes deep inside Russia. This marks a major shift in US policy on Ukraine.
Let’s zoom out first. For decades, US presidents would avoid actions that could spike global energy prices. Well, that held true through Trump’s first term and until Biden left office, but Trump 2 has shaken things up.
The erratic policy implemented by the Trump administration has been hard to follow, but the Russians have gotten more favorable treatment so far.
Things now seem to be shifting. Trump realized that Putin had been playing him this whole time, so Trump may finally be switching up policy. Couple this pivot with Ukraine’s recent strikes on Russian energy infrastructure and we could see Russian oil exports crippled very soon. This means Russia’s main source of funding for the war would quickly dry up. Places like China and Iran will have to decide if they want to bankroll Moscow without any incentives… |
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