The Trump administration’s reported proposal to restore Russian gas supplies to Europe through Ukraine marks a reversal of Washington’s longstanding energy policy. Behind the promise of an economic incentive for peace lies a more consequential question: whether Europe is being asked to restore the very dependence on Moscow that it has spent four years dismantling.
The administration of US President Donald Trump is considering the restoration of Russian natural gas supplies to Europe, including through Ukraine’s pipeline network, as part of a proposed settlement to end Russia’s war against Ukraine. The initiative would offer Moscow renewed energy revenues while potentially opening opportunities for American investors to participate in the trade.
According to a New York Times investigation published on 17 October, presidential envoys Steve Witkoff and Jared Kushner have raised the proposal with Ukrainian and European officials, including President Volodymyr Zelenskyy. The White House has confirmed that economic incentives for Russia and Ukraine form part of its peace diplomacy, although no agreement on renewed gas transit has been announced.
The proposal would require Ukraine to reopen a transit route that ceased operating for Russian exports in January 2025, while European governments would be expected to resume purchases they have spent years reducing. American negotiators reportedly regard the prospect of renewed commercial revenues as an incentive for President Vladimir Putin to reach a settlement.
There is, however, a considerable difference between offering Russia a commercial opportunity after a verified peace agreement and restoring a source of revenue and political influence before Moscow has demonstrated any willingness to abandon its territorial objectives.
From opposition to Russian gas to facilitating its return
The reported initiative represents a reversal of Trump’s earlier position on European energy security.
During his first presidency, Trump repeatedly warned Germany that its dependence on Russian energy exposed it to political pressure from Moscow. Speaking at the United Nations General Assembly in September 2018, he accused Berlin of becoming dangerously dependent on Russian supplies. Members of the German delegation visibly smiled at his remarks.
The episode acquired renewed significance after Russia’s full-scale invasion of Ukraine in February 2022. Germany had developed an extensive commercial relationship with Gazprom, while the Nord Stream pipelines were intended to facilitate Russian gas deliveries directly to Germany, bypassing traditional transit countries, including Ukraine.
Trump maintained his opposition to those energy relationships well into his second presidency. As EU Today reported in September 2025, he told European governments that continuing to purchase Russian energy amounted to financing the war against themselves.
Washington is now reportedly considering precisely the commercial relationship that Trump previously identified as a strategic danger.
The change cannot be explained solely by the objective of ending the war. It also coincides with discussions about a substantially different economic arrangement, in which American commercial interests could participate in infrastructure and transactions previously dominated by Russia and European energy companies.
American investors and the economics of peace
On 8 October, Reuters disclosed negotiations involving Kushner and Kirill Dmitriev, Putin’s investment envoy, concerning possible American investment in the Nord Stream pipelines.
The discussions included the prospect of US investors profiting from renewed Russian gas deliveries to Europe. Separate negotiations have involved assets belonging to the Russian energy company Lukoil.
The White House has denied that Nord Stream was a subject of recent discussions and has said any agreements must benefit American taxpayers and companies. There is no established evidence that Witkoff, Kushner or members of Trump’s family would personally profit from the proposed gas arrangements.
Nevertheless, the possibility of American participation changes the commercial equation. Russian gas returning to Europe through infrastructure involving US investors would no longer be exclusively a Russian-European business relationship.
That distinction matters financially, but it does not necessarily resolve the underlying security problem. American ownership of transit infrastructure would not eliminate Moscow’s ability to influence production, supply volumes or export decisions.
The European Union has already confronted the consequences of allowing an energy relationship to become a source of geopolitical leverage. Introducing American intermediaries would not, by itself, remove that vulnerability.
Europe’s legal and political obstacles
The proposal also conflicts with legislation already adopted by the European Union.
Consequently, restoring substantial Russian supplies would require changes to existing EU policy or the use of legally available exceptions. Neither Washington nor Moscow can make that decision on Europe’s behalf.
Germany has already opposed the reported American initiative. Chancellor Friedrich Merz’s security adviser, Günter Sautter, reportedly objected during discussions in Florida, while former economy minister Robert Habeck warned against recreating dependence on an unreliable supplier.
The economic attraction remains understandable. European industry faces substantial energy costs, and cheaper pipeline gas could offer relief to some consumers and manufacturers. Yet commercial prices do not account for the wider costs associated with supply disruption, strategic exposure and the potential use of energy exports as political leverage.
Europe’s decision to reduce Russian gas imports was therefore not simply a change of supplier. It was a response to the security implications of its previous energy model.
The consequences for European politics
The initiative also intersects with divisions inside European politics, particularly in Germany.
Alternative for Germany (AfD) has repeatedly advocated restoring Russian energy imports, arguing that sanctions and expensive replacement supplies have damaged German industry. Sahra Wagenknecht’s left-wing BSW has advanced similar arguments concerning energy prices and relations with Moscow.
A US-backed proposal to restore Russian gas could give these parties an additional argument against the federal government’s existing approach. They would be able to point to Washington’s own negotiations when questioning the economic and strategic rationale for maintaining restrictions on Russian energy.
This does not establish that the Trump administration’s gas initiative is intended to strengthen particular European political movements. It does demonstrate how the same policy could serve several objectives simultaneously: commercial rapprochement with Russia, a negotiating incentive for Moscow and a change in the European debate over sanctions.
A peace incentive that could restore Russian leverage
The central uncertainty concerns the relationship between renewed revenues and Russian military objectives.
Washington’s argument assumes that the prospect of substantial future gas income could persuade Putin to accept a settlement. Yet negotiations over commercial cooperation have so far produced no demonstrated change in Moscow’s fundamental territorial demands.
Meanwhile, Russia continues attacking Ukraine’s energy infrastructure. On 18 October, Zelenskyy reported 76 Russian attacks on Ukrainian energy, oil and gas facilities during the preceding week, despite Trump’s announcement of an energy ceasefire that neither Kyiv nor Moscow had confirmed.
There is also an unresolved contradiction in Washington’s wider sanctions policy. Having previously demanded that Europe stop financing Russia through energy purchases, Trump has recently suspended additional American sanctions against Moscow while his representatives explore new economic arrangements.
For Ukraine, renewed transit could restore revenue lost when the previous gas agreement expired. For Russia, however, the potential benefits extend beyond immediate export earnings. Access to European markets would restore commercial relationships and a degree of political influence that Moscow lost after the invasion.
The distinction is fundamental. A peace settlement that permits carefully regulated economic cooperation after Russian withdrawal and enforceable security guarantees would be different from an agreement that restores Moscow’s commercial advantages in anticipation of concessions that have not yet been secured.
The question for European governments is therefore not merely whether Russian gas could once again become cheaper than alternative supplies. It is whether restoring that trade would leave Europe better protected against another confrontation with Moscow, or recreate the vulnerabilities that became apparent in 2022.
Washington’s proposed economic bargain cannot answer that question on Europe’s behalf.
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Ukraine has published data on 20 vessels that carry Russian oil and liquefied natural gas or refuel the sanctioned fleet, parts of the logistics network the Kremlin uses to fund its war, Ukraine's Defense Intelligence reports. All 20 are under British or Ukrainian sanctions, and only one faces US restrictions.
Russia’s shadow fleet runs on roughly 500 aging ships of uncertain ownership that dodge sanctions and keep oil money flowing. That seaborne oil trade is worth more than 80 billion euros a year.
The headline vessel is the Russian ship Portovyy, an LNG carrier and floating gas store owned by the sanctioned Gazprom since 2021, according to the agency. On 15 August 2026, it left the Gulf of Finland with Russian LNG for the first time since November 2021, sailing the Northern Sea Route to the Chinese port of Beihai to unload.
Portovyy is now at the Zhoushan Huafeng Shipyard in China, which has been set as the site for its maintenance, intelligence says, an example of the foreign yards Kyiv wants closed to the sanctioned fleet.
Russia buys up gas carriers through shells
Two more gas carriers show how Moscow expanded the fleet in spring 2026 through front companies, intelligence said. The Avacha, once owned by China’s Jovo Energy, was bought by the little-known Tudor Maritime of the Marshall Islands, took the Russian flag in June, and now ships gas from the Arctic LNG 2 project to Beihai.
The Chaivo, formerly owned by Greece’s Maran Gas Maritime, was also bought by Tudor Maritime and moved under the Russian flag in July. Now it carries cargo to Beihai from a floating gas storage facility off Kamchatka, intelligence says.
A call to close the loopholes
Intelligence urged partners to act together: tighten control over sales of commercially owned ships, block servicing of the sanctioned fleet at foreign yards, and cut off the energy revenue that Russia turns into weapons against civilians.
Russia is building ice-class ships at home and, at the same time, widening its shadow fleet through offshore networks. The UK Foreign Office made the same point on 1 October, saying Moscow is assembling a new shadow fleet to keep its gas revenues flowing.
A drone attack overnight on 8 October caused a fire that hit part of Yandex's data center in Sasovo, Ryazan Oblast, about 580 km from Ukraine, and the site is fully stopped, the Russian tech company told Russian media. The data center sits on the grounds of Sasta, a sanctioned machine-tool plant, Russian outlet Astra said, citing Wikimapia data. Astra's OSINT analyst found from eyewitness footage that the fire hit the plant.
Since late September, Russia has been striking data centers in Kyiv that keep Ukraine's internet and online services running. Now a drone attack has stopped one of the data centers that Russia's largest tech company relies on.
Fires reported at a refinery in Salavat and a machine-tool plant in Sasovo after overnight attacks on 8 October 2026. Map: Euromaidan Press
Yandex counts the damage
Yandex warned that some services may be unavailable, while its core services kept running and no one was hurt. Ryazan Oblast Governor Pavel Malkov claimed two drones were downed, a roof caught fire at an enterprise in the Sasovo district, and windows were blown out in several homes.
The power failure took down a wide range of Yandex Cloud infrastructure, including computing capacity, networks, data storage, databases, Kubernetes, cloud services, AI, and security and monitoring systems, Ukrainian outlet ZN.ua reported, citing Exilenova+.
Ukrainian monitoring channel Exilenova+ reported that the plant was hit, without naming an attacker. The channel said Sasta, which claims a place on Russia's register of defense-industry companies, makes computer-controlled machine tools, including five-axis machining centers, and previously supplied the Tactical Missiles Corporation (KTRV) and Roscosmos. The plant's value to the arms industry lies in machines that cut precision parts, not in finished weapons, the channel said.
Citing Exilenova+, Militarnyi reported that Ukraine's Defense Forces hit the plant. It also linked Sasta to Iskander missile supply chains. No source has said whether the plant or the data center was the target, and no Ukrainian official has claimed the Sasovo strike. Sasta has been under US sanctions since November 2023, UK sanctions since February 2024, and Ukrainian sanctions since April 2025, a sanctions database shows.
Salavat: Kyiv reports a hit
Ukrainian forces hit the Gazprom Neftekhim Salavat complex in Bashkortostan, about 1,380 km from the front line, causing a fire, Ukraine's General Staff said. It said the complex processes up to 10 million metric tons of hydrocarbons a year and serves Russia's armed forces. Its key unit, the ELOU-AVT-6 primary oil refining unit launched in 2012, can process 6 million metric tons a year, Militarnyi reported. Astra's analyst placed the fire a few kilometers outside Salavat, possibly near the refinery.
Salavat Mayor Marat Zagidullin claimed that debris from several drones fell in the industrial zone that morning and started a fire.
"The enterprise continues to work," he said.
Astra noted earlier hits on the complex on 24 September 2025, on 14 July 2026, when refining fully stopped, and on 13 August 2026.
Russia's strikes on Ukraine's data centers
Russia has repeatedly hit data centers in Kyiv since 23 September. Strikes hit the COSMONOVA data center twice, the second time knocking it out, and the Parkovyi data center stopped working completely on 1 October after a series of strikes. In early October, Russia destroyed the dline.ua data center in Kyiv.
A reported Ukrainian drone strike has interrupted operations at a Yandex data centre in Russia’s Ryazan region, while another attack was reported at a Gazprom-owned refinery.
A Ukrainian drone attack has reportedly forced the closure of a Yandex data centre in Russia’s Ryazan region, causing a fire and disrupting part of the company’s infrastructure. Shares in the Russian technology group fell by more than three per cent in early Moscow trading on Thursday, 8 October.
The installation in Sasovo was affected during overnight strikes on Russian territory. Yandex said it was working to restore affected infrastructure, while its principal consumer services remained operational. The incident has raised questions about the vulnerability of Russia’s digital economy to Ukraine’s long-range strike campaign.
Fire at Sasovo technology facility
The affected data centre began operating in 2014 in buildings formerly occupied by the Sasta machine-tool manufacturing plant. Yandex subsequently connected the installation to Moscow by fibre-optic communications links as part of its wider computing infrastructure.
Ryazan regional governor Pavel Malkov said Russian air defences intercepted two drones over the region. He reported a fire on the roof of an industrial building in the Sasovo district and damage to windows in nearby private homes. No casualties were reported.
According to a statement on the incident, the situation had been brought under control while work to restore infrastructure continued. Yandex said its main consumer services remained operational.
The company’s cloud division also reported an electricity supply problem affecting an availability zone known as ru-central1-b. Clients were advised to use alternative zones where necessary to maintain service continuity.
Yandex shares decline
Yandex shares dropped by approximately 3.4 per cent to 3,568.5 roubles in early trading on the Moscow Exchange. The decline followed news of the fire, although a single trading session cannot establish the long-term financial cost of the disruption.
Yandex operates search, advertising, navigation, artificial intelligence and cloud computing services. Its infrastructure therefore supports commercial users as well as the company’s own applications. The duration of the interruption, the extent of physical damage and the cost of repairs will determine the wider impact.
In a separate development, explosions and a fire were reported on Thursday near the Gazprom Neftekhim Salavat refining and petrochemical complex in Russia’s Republic of Bashkortostan, around 1,400 kilometres from the Ukrainian border. The precise location of the fire and the extent of damage had not been independently established.
The Gazprom-owned complex processes hydrocarbon feedstock and produces petrol, diesel, fuel oil and petrochemicals. It has previously been targeted by Ukrainian drones. The latest reported incident comes amid repeated attacks on Russian refining and fuel infrastructure.
Russia’s technology sector faces new risks
Ukraine’s long-range economic campaign has focused heavily on oil refineries, fuel stores, military production plants and transport infrastructure. A strike affecting a major data centre introduces another category of vulnerability: the computing equipment and supporting utilities used by the digital economy.
Such sites serve businesses, financial institutions and industrial enterprises, and can also support defence-related activities. However, no publicly verified evidence establishes that the Sasovo data centre was directly involved in Russian military operations.
Damage to power supplies, cooling systems and network connections can interrupt services without necessarily destroying servers. Operators with geographically distributed facilities may be able to shift workloads to unaffected locations. The suspension of one centre therefore does not mean that Russia’s internet infrastructure has ceased functioning.
Economic pressure on Moscow
The attacks coincide with Russia’s plans for substantial military expenditure in 2027. The draft federal budget envisages considerable government spending and borrowing as Moscow continues its war against Ukraine.
Ukraine’s strikes on economic infrastructure are intended to increase the cost of maintaining Russia’s invasion. Disruption to energy facilities can affect fuel production and revenue, while attacks on technology and industrial sites may interrupt wider commercial and logistical operations.
The cumulative effect depends on the severity and duration of the damage. Neither the reported temporary closure of the Yandex facility nor preliminary accounts of the Salavat fire establish the scale of lasting losses.
The incidents nonetheless illustrate the exposure of Russian industrial and technology assets far beyond the Ukrainian border, as Kyiv increasingly targets infrastructure that supports the country’s economy.
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