The US negotiated with Ukraine a rather remarkable document which cynics might throw out as a blatant attempt of the US to freeze the Ukraine War at a moment when Russia is clearly winning....
Article
## A pause that reshapes the battlefield
What emerges from the conversation is a pivotal diplomatic maneuver: a compact, one-page pact in which Kyiv accepts a U.S. proposal for an immediate 30-day ceasefire — contingent on Russian reciprocity — while the United States positions itself as the principal interlocutor with Moscow. On its face, this looks like a short cooling-off period. In practice, it is a document that reorders authority, narrows Ukraine’s bargaining chips, and potentially freezes military gains in place. The significance lies less in the ceasefire’s duration and more in who now speaks for whom and what is implicitly being put off the negotiating table.
## The document’s architecture: what is actually being offered
The exchange distilled in the joint statement is stark and procedural rather than programmatic. It records gratitude toward U.S. support, an acknowledgement of Ukrainian bravery, an agreement to start a “process toward lasting peace,” and Ukraine’s readiness to accept a U.S. proposal for an immediate, renewable 30-day ceasefire — provided Russia agrees. The United States commits to lift a pause on intelligence sharing and to resume unspecified security assistance. Humanitarian topics — prisoner exchanges, detainees, and the repatriation of forcibly transferred children — are listed as discussion items. The statement also calls for naming negotiating teams and beginning talks on enduring peace that assures Ukraine’s long-term security, while promising U.S. consultations with Russia.
Two structural features matter. First, the ceasefire is expressly conditional on Russian acceptance, shifting the onus to Moscow and giving Washington the diplomatic posture of an intermediary. Second, the concrete concessions to Kyiv are minimal: intelligence sharing resumes and vague assurances about future talks. What is absent is anything like security guarantees, NATO prospects, or an explicit European role with authority in the negotiation architecture. These omissions are as revealing as the inclusions.
## Reordering patron-client relations
A clear theme of the discussion is the redefinition of roles. The document makes Washington the main broker of any forthcoming negotiations with Moscow — not Kyiv, and not European capitals. For a conflict long described as a Russian invasion countered by Ukrainian resistance with Western support, this shift effectively acknowledges the United States as a principal party in the proxy contest. The conversation illustrates how a dominant patron can both discipline its client and simultaneously assume negotiating authority on its behalf.
For Kyiv, the calculus is painful but pragmatic. Accepting U.S. mediation in exchange for resumed intelligence sharing is a bitter trade-off that reflects battlefield realities: Ukrainian forces have faced attrition and mounting territorial losses, and vital Western intelligence and capabilities are critical to any future fighting. For Washington, the move reins in an unruly proxy, limits further material commitments on paper, and centralizes leverage in the hands of U.S. diplomats and strategists.
## Why Russia might refuse — and why it might accept
From the Kremlin’s standpoint, the core objection is simple: a ceasefire today locks in battlefield advantage. If Russian forces are advancing, halting hostilities preserves gains and deprives Moscow of the spoils of continued offensive operations. The conversation highlights this asymmetry: freezing frontlines when one side is on the march is not an equal compromise but a potential unilateral victory crystallized by a temporary truce.
Yet there are countervailing incentives. A Russian leadership facing attritional logistics, international costs, and economic pressure might value consolidation and international recognition over the uncertainty of extended offensive operations. If Moscow judged that the broader geopolitical and economic calculus favors a negotiated settlement that consolidates gains and extracts concessions, a limited pause could be a stepping-stone. Moreover, the very fact that Washington is offering to negotiate directly could be read as a sign that channels for bargaining are opening at the highest level — an opportunity Russia could exploit.
The conversation suggests, however, that Russian official media silence about the ceasefire story and active focus on recent domestic security incidents (for example, drone attacks on cities) indicate either a strategic pause in public positioning or skepticism about Western narratives. Absent concrete incentives that outweigh the value of going on the offensive, Moscow’s default position is likely to remain one of caution toward any proposal that arrests battlefield momentum.
## Europe sidelined and the limits of security guarantees
One of the more consequential implications in the discussion is the marginalization of European actors. The Ukrainian delegation insisted that European partners “shall be involved,” but the U.S. text contains only a commitment to discuss with Russia, not to include Europeans as co-equals. That wording hints at Washington’s intent to exclude or at least limit European leverage in the bargaining process. For European capitals — which for three years framed much of the crisis response in terms of collective defense, sanctions, and military aid — being relegated to the sidelines diminishes their strategic influence and complicates alliance cohesion.
Equally important is the omission of security guarantees or NATO prospects. For Kyiv, security assurances have been the linchpin of any durable settlement; stripping those assurances from the written record amounts to moving a fundamental bargaining chip off the table. The conversation makes clear that the United States stopped short of promising security guarantees, signaling either reluctance to commit militarily or an intention to bargain such guarantees — and the costs attached to them — in subsequent discussions.
## The mineral deal and transactional diplomacy
The resurfacing of economic elements, notably a commitment to negotiate a comprehensive agreement on exploiting Ukraine’s critical minerals, layers economic opportunity onto the strategic calculus. The conversation frames this as transactional diplomacy: economic development and long-term prosperity are brought into the security conversation in ways that could realign incentives for various stakeholders. For the United States, mineral access and economic integration are both strategic levers and carrots to persuade Kyiv to accept a diplomatic architecture that it might otherwise resist. For Ukraine, economic reconstruction and resource development are existential priorities that may be tempting to trade for security promises that are less immediate.
This blend of security bargaining and resource diplomacy illustrates a broader recalibration: the conflict is moving from pure military contestation to negotiated frameworks that interweave economic, political, and strategic objectives. The conversation cautions that such bundling risks commodifying core sovereignty issues if not carefully balanced.
## Strategic scenarios and policy implications
The conversation puts forward several plausible trajectories from here. First, Russia could reject the ceasefire outright, banking on continued gains; that would prolong high-intensity conflict and further degrade Kyiv’s negotiating leverage. Second, Russia could accept a temporary pause to consolidate gains, use diplomatic channels to extract territorial recognition or other concessions, and push for a broader settlement that normalizes its control over parts of Ukraine. Third, a negotiated framework could emerge in which Russia accepts a temporary pause in exchange for de facto recognition of control, and Kyiv receives economic packages and ambiguous security arrangements that fall short of firm guarantees.
For policymakers in Washington, Brussels, and Kyiv, the implications are
Transcript
US Wants To Freeze Frontlines Of Lost War.
Will Russia Agree?
The US negotiated with Ukraine a rather remarkable document which cynics might throw out as a
blatant attempt of the US to freeze the Ukraine War at a moment when Russia is clearly winning.
However, the document also establishes clear US dominance over its Ukrainian Proxy and gives the
US a mandate to actually negotiate with Russia without the Ukrainians t the table or the Europeans
for that matter. Here is my assessment of this diplomatic development.
#M2
Hello, everybody.
What I read this morning as I opened the newspapers is this news here: that Ukraine has apparently
agreed, Mr. Zelensky has agreed to accepting a 30-day ceasefire deal with the Americans. Now, this
will come as something strange to both camps because, on the one side, the Europeans, the
Ukrainians, and the Americans for the longest time have said the only acceptable ceasefire and
ending to the war is a full withdrawal of Russian forces from all Ukrainian territory, including Crimea,
and then reparation payments and finally war criminal trials against Vladimir Putin and other
Russians. And now we are in a situation where the Ukrainians are saying they are ready for a
ceasefire.
Also, considering what happened two weeks ago in the White House, that comes as a surprise to the
Europeans. On the other hand, it comes as a surprise to the Russians, who for the longest time have
said they rule out any kind of ceasefire, even while negotiating toward a settlement of the Ukraine
affair, right? They've said they will not give up their position of military strength. So now, this is big
news in the West, and if you go to BBC, CNN, CBS, and so on, they're full of this news. But if you go
to, let's say, the Russian news side, I haven't found any talk on Russia Today or Sputnik about this
supposed ceasefire offer from Ukraine.
The Russian media, at least the ones that I have access to in English, are so far relatively silent
about this. But what they do talk about is the fact that in the last 48 hours, Moscow was a victim of
a Ukrainian attack, right? Several drones hit Moscow, and two or three people died, and apartment
buildings were blown up. That is the news at the moment on the Russian side, right? A Ukrainian
drone attack on Russia. This is what's occupying them. But the West right now is occupied with
thinking about this breaking news that Zelensky said we can have a ceasefire.
Now, there's a lot to say about this, and I would like to go through this with you in order to make
sense of the overall situation that we're in and the apparent approach that the Americans are now
-- 1 of 11 --
trying to implement in their grand strategic game toward Europe and Russia. Because I think this is
very significant. First of all, what needs to be noted is that this agreement between the US and
Ukraine was not actually negotiated with Volodymyr Zelensky. Mr. Zelensky was not present at the
negotiations. Who was responsible for this was the top leadership of the foreign policy world of the
US. I mean, Mr. Trump was also not part of the negotiation team, but obviously, he sent his team to
negotiate something that happened. The Ukrainians in the beginning didn't want to do.
The people responsible were the five that you can see here in this picture. The most important from
the US side is, of course, the Secretary of State, Marco Rubio, the guy here on the left, in the red
tie, right? And then you also have the National Security Advisor, Mike Waltz, here to his left
standing. On the Ukrainian side, the main negotiator, also from the way the picture is set up, is the
man in the middle, Mr. Andrei Yermak, whose official title is Head of the Presidential Office of
Ukraine. He is Mr. Zelensky's right hand and also somebody who's talked about as a potential
replacement for Mr. Zelensky in the future. You then also had Andrei Shibia.
I'm sorry, I'm probably mispronouncing his name, but he's the current foreign minister of Ukraine.
And you have Rustem Umerov, the Ukrainian defense minister. So also on the Ukrainian side, the
cabinet-level top decision-makers and the civilian head of the Ukrainian military were sitting there.
Now, Mr. Zelensky himself obviously also wanted to have something to say about this because he
was actually also in Saudi Arabia, but as I understand it, he was in Riyadh, not in Jeddah, where this
was negotiated. I thought this was his office here from where he then did this video communication
that he accepts and is willing to offer a ceasefire for 30 days. It also might be a hotel room in
Riyadh, or he already flew back.
But he was in Saudi Arabia at the same time as his negotiation team was there in Jeddah, which also
tells you a lot about his current standing. I mean, Mr. Zelensky is now really... It's questionable
whether he ever has been in charge of Ukraine, but even now, even more so, it's getting more and
more obvious that being in the same country where some of the very sensitive issues are being
negotiated about you and not being invited to the actual talks, that is a sign of complete and utter
weakness. Now, what we need to appreciate about what came out of last evening's, last night's
negotiations in Saudi Arabia is what was published by these two sides.
And what was published is a joint statement between the United States and Ukraine. So this is the
diplomatic outcome document, and it's not a big document. It's a small document. This is one of the
indications we have that this is actually a negotiated outcome of the last eight hours. This was on
the table, probably literally, and people were taking notes and hammering out the actual wording of
each of these paragraphs. It's not long. It's basically one page, one and a half pages max, right? A
couple of paragraphs. And everything that is in here would be subject to very strong negotiations
between the two parties.
One more indication that we have for this not being a pre-arranged agreement, you know, that you
already had hammered out in previous negotiations and then just meet in order to sign, is that we
-- 2 of 11 --
lack a lot of the convoluted diplomatic language. The only real diplomatic little preamble that they
usually put in is this one here, and it is very, very straightforward: Today in Jeddah, Saudi Arabia,
under the gracious hospitality of Crown Prince Mohammed bin Salman, the United States and
Ukraine took important steps toward restoring durable peace for Ukraine. And just before I continue,
I want to say that this agreement was published on the homepage of the State Department of the
US, and it was also published by the Ukrainians on the Ukrainian side.
So what we know about this is that this is now the working agreement between Washington and
Kyiv about how to continue with whatever's going to happen next. That's why this is really
important. Let's continue. Representatives of both nations praised the bravery of the Ukrainian
people in defense of their nation and agreed that now is the time to begin a process toward lasting
peace. The Ukrainian delegation reiterated the Ukrainian people's strong gratitude to President
Biden, the U.S. Congress, and the people of the United States for making possible meaningful
progress toward peace. What is really interesting about these two paragraphs is that, on the one
hand, the Ukrainians obviously insisted that their bravery is being acknowledged in this document.
On the other hand, the United States really drove home the point that now you have to be grateful,
remembering what happened two weeks ago when Donald Trump gave Zelensky a dressing down in
the White House. This is obviously the reaction to that, with the Ukrainians saying, "We are very
thankful to you. Thank you for everything you did. Thank you, thank you, thank you. We put it in
writing that we are thankful." Meanwhile, the Americans agreed to recognize Ukraine's bravery.
What I also find interesting is this wording here: that now is the time to begin a process toward
lasting peace.
So this basically invalidates all of the talk from before that Ukraine was trying to look for peace,
right? Only now are they willing to start the process toward lasting peace, right? So it means before
there was no process for lasting peace. Whether this was the intended meaning or not, I don't know.
But it's interesting that this is in there. But let's continue with the document. Ukraine expressed
readiness to accept the U.S. proposal to enact an immediate interim 30-day ceasefire, which can be
extended by mutual agreement of the parties and is subject to acceptance and concurrent
implementation by the Russian Federation.
Now, this is the core of what this document proposes and what the agreement between Ukraine and
the United States is: a 30-day ceasefire. So not an unending ceasefire, a limited one, one month, but
immediate. And it's also important to note that this is a U.S. proposal, so this is definitely not what
the Ukrainians started with, at least, I don't think so, because they actually wanted much more, but
we'll talk about this in a second. The other point is also that it's not unconditional. You know, I've
seen some reports by commentators, some saying that this now amounts to a Ukrainian capitulation.
And I've seen others which said this is an unconditional surrender, right? This is not an unconditional
surrender, not at all. This is merely a proposal to stop the shooting for 30 days. Now, by implication,
and this is why the Russians have been saying so far they will not agree to a ceasefire, if you stop
-- 3 of 11 --
the shooting, what you do is freeze the conflict at the current contact line. If you do not shoot, if you
do not move anymore militarily, forcefully, then whatever happens on the battlefield stops, right? So
this is an offer by the U.S. and Ukraine to stop moving the front lines. Now, the problem is, of
course, that the Russians are on the winning side.
They are moving forward in Kursk and also inside the four oblasts; they are gaining territory day by
day. So the offer here is for Russia: how about you stop winning on the battlefield? This is why the
Russians have obviously said so far that they're not willing to contemplate this. But there's more to
say about this. It's also not unconditional because it rests on the implementation by the Russian
Federation. So this is now shifting the responsibility to move forward toward a ceasefire to Russia.
And again, Russia has said they rule it out. But let's see what happens here.
Let's continue reading and then again think about the different implications. The United States will
communicate to Russia that Russian reciprocity is the key to achieving peace. The United States will
immediately lift the pause on intelligence sharing and resume security assistance to Ukraine. This is
also super important. So this establishes that the United States is now the mediator between Russia
and Ukraine, which is very bizarre, considering the fact that this is a proxy war between the US and
Russia. Now the US inserts itself and basically makes itself the mediator in this conflict, which looks
very weird.
On the other hand, what this also establishes is that you now have the basis for direct negotiations
between the main parties of the proxy war, although for Russia, of course, it was not a proxy war. It
was an immediate war, but for the U.S., it was a proxy war. And the U.S., of course, for the longest
time said itself, "Ah, we are not part of the war. We're not a war party. We're just supporting. We're
just helping Ukraine." That's why for the longest part of the last three years, the U.S. was saying any
kind of negotiations need to be negotiations between Russia and Ukraine because we are not part of
the war. I mean, everything needs to go to Ukraine.
Ukraine needs to be at the table. Ukraine needs to be at the table, blah, blah, blah. The last three
years. Now, this does away with that. This establishes that it is the United States