Here’s what Trump’s latest U-turn really means for Russia and Ukraine

Washington’s diesel waiver sidelines Ukraine. Will Trump now curb intelligence assistance to pressure Kiev?

The latest turn in Russia-US relations has shocked Kiev, outraged the EU, provoked discontent among a considerable number of politicians in the US, and left many observers around the world perplexed.

The Trump administration’s sudden decision to suspend sanctions on Russian diesel supplies appears to contradict its recent actions, including the adoption of tough new sanctions legislation intended to increase pressure on Moscow, and while some attribute the reversal to US President Donald Trump’s unpredictability, others see the beginnings of a new policy, or evidence of a fundamental change in the administration’s approach to Ukraine.

To understand what’s happening, however, we must look beyond the peculiarities of the US president’s public behavior. Trump’s extravagance, which frequently borders on the absurd, often conceals a relatively clear set of objectives, but whether those objectives are sensible is another question.

The most likely explanation for his latest reversal lies in domestic American politics, as the congressional midterm elections are less than a month away, and the Republican Party faces difficult prospects. Trump maintains an air of indifference, but losing control of both houses of Congress would condemn him to two years of political confrontation and considerable frustration.

He probably understands that there’s little prospect of fundamentally improving the economic situation, particularly consumer prices, before voters go to the polls, so for now, the emphasis is on psychological impact.

Russia isn’t the first country Washington has approached about increasing fuel supplies to international markets, and the more agreements Trump can announce, the more opportunities he has to proclaim that the White House is working tirelessly to protect ordinary Americans from rising prices.

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The expectation, presumably, is that voters will forget how much of the present difficulty stems from Trump’s own actions in the Persian Gulf.

We shall soon discover whether this approach works, but there’s nothing particularly irrational about it, and Trump is pursuing a deliberate political objective. The fact that his latest decision contradicts previous statements doesn’t trouble him because he’s long operated on the assumption that words have value at the moment they’re spoken, but impose few obligations thereafter.

What does this mean for Russia, beyond the welcome prospect of additional budget revenues?

Colleagues from the Vatfor project have identified an important development, in that for the first time since the beginning of the conflict, the US president has made a significant decision regarding Russia without making Ukraine the determining consideration.

Until now, the Ukrainian question has been inseparable from virtually every aspect of Washington’s policy towards Moscow, but this time, not only has it been set aside, the decision directly contradicts Kiev’s interests at a particularly difficult moment.

Hence the indignation of the Ukrainian leadership, as from its perspective, the Americans have behaved unfairly.

There are probably several reasons for this change, but the principal one appears to be Ukrainian leader Vladimir Zelensky’s unwillingness to accommodate Washington’s demands that Ukraine stop attacking Russian energy infrastructure.

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The strikes have become one of Kiev’s principal instruments of warfare, and American requests to curtail them have largely gone unanswered.

Trump, meanwhile, has become fixated on Russian oil supplies as a means of addressing rising fuel prices, and their importance shouldn’t be exaggerated, even if additional Russian supplies alone are unlikely to transform the global market. Nevertheless, Trump has evidently decided that Zelensky bears responsibility for aggravating the situation.

Once the US president reaches this conclusion, persuading him otherwise becomes extremely difficult. Therefore, for the moment, Kiev’s objections have simply been disregarded.

The more consequential question concerns American intelligence assistance, because to stop, or at least substantially reduce, Ukrainian attacks on Russian targets, Washington would have to restrict the intelligence it provides to Kiev, and much of this information amounts, in practical terms, to targeting assistance.

Trump already demonstrated willingness to use this instrument when around a year and a half ago, he temporarily suspended intelligence cooperation for several days to put pressure on the Ukrainian leadership.

A longer interruption would be a different matter and it would represent a genuine change in Washington’s approach to the conflict, effectively distancing the US from its Ukrainian partner, but whether Trump is prepared to take this step is uncertain.

There is, after all, an extensive informal coalition interested in maintaining the present course, and it includes the US defense industry, increasingly influential technology companies, European governments, and their political allies in Washington.

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Trump encountered these forces during his previous attempt to advance his preferred settlement following the Anchorage summit, and that initiative ultimately produced little, so it remains to be seen whether the present effort will fare any better.

If Washington proves unwilling to exert sustained pressure on Kiev, the latest initiative could gradually lose momentum, and this is especially likely after the congressional elections, when the immediate political value of announcing presidential achievements will diminish.

The decisive question, therefore, is whether the US leadership can compel its partners to move in the direction it considers necessary, and if it can, an opportunity for further negotiations on a settlement could emerge.

There’s also a second conclusion which is particularly important for Russia, because Washington’s latest actions offer a glimpse of how Russia-US relations could develop after the military phase of the conflict ends.

The enormous collection of sanctions imposed on Russia is unlikely to disappear, and removing them would be exceptionally difficult, both procedurally and politically, given too many restrictions have become embedded in law and institutional practice.

Instead, the sanctions will probably remain formally in place, while decisions about their enforcement are taken according to circumstances; thus, when a particular restriction conflicts with US interests, Washington could suspend its application, but when the circumstances change, it can be restored.

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In other words, sanctions will become instruments to be activated or deactivated according to immediate political and economic requirements, rather than permanent expressions of an immutable policy, and this is an important distinction between the American and European approaches.

The Americans generally display a greater degree of pragmatism as they are perfectly capable of proclaiming principles with great conviction, abandoning them when circumstances demand it, and returning to the same principles when doing so becomes convenient. European governments, by contrast, have increasingly bound themselves to political commitments from which retreat is both institutionally complicated and publicly embarrassing.

For Moscow, understanding this difference will be essential when constructing its future relationship with Washington now that the confrontation over Ukraine has reached a stage at which its consequences extend far beyond the immediate military and territorial questions.

Whatever the eventual outcome, it will help determine the structure of future political relations between Russia and the various components of the Western world, and while that structure is already beginning to emerge, its geometry remains unsettled, and the lines are still moving.