Donald Trump has presented his agreement with Vladimir Putin as a means of reducing American fuel prices. Yet the Treasury authorisation extends far beyond the announced diesel shipments, opening opportunities for international trade in Russian petroleum products as American investors negotiate the acquisition of Lukoil’s overseas assets.

President Donald Trump’s decision to reopen trade in Russian diesel has implications extending well beyond American fuel prices. The agreement, announced ahead of November’s congressional elections, coincides with negotiations over Russian energy assets and mounting American pressure on Ukraine to suspend attacks against Moscow’s oil infrastructure.

The US Treasury’s General Licence 135, issued on 9 October, authorises transactions involving Russian-origin diesel until 7 April 2027. Unlike Trump’s public announcement, which referred to specific quantities destined for the American market, the licence establishes no corresponding volume ceiling or restriction confining authorised trade to the United States.

Its provisions permit American businesses to participate in eligible international transactions involving Russian diesel, including associated financial and commercial services. Existing sanctions remain formally in force, but an important category of Russian petroleum trade has been reopened.

The arrangement potentially benefits not only Russian producers but also American commodity traders, financial institutions and intermediaries capable of purchasing Russian fuel and distributing it internationally.

Sanctions relief without removing sanctions

The legal mechanism offers Washington considerable flexibility. Rather than formally abandoning restrictions imposed over Russia’s invasion of Ukraine, the administration can authorise selected transactions while maintaining the broader sanctions framework.

Congress’s Lindsey O. Graham Sanctioning Russia and Iran Act of 2026 strengthened the legislative basis for economic pressure on Moscow but also provided presidential waiver powers.

General Licence 135 was issued under existing Treasury sanctions authorities, rather than necessarily through those waiver provisions. Nevertheless, the combined framework leaves the administration substantial discretion over the practical application of economic restrictions.

Washington can consequently maintain its declared sanctions policy while selectively restoring commercial relations with Russia. European governments, which have maintained extensive restrictions on Russian energy, have little influence over such unilateral American exemptions.

The Lukoil connection

The timing becomes more revealing when considered alongside negotiations over Lukoil’s international assets.

American investors have been exploring the acquisition of the Russian company’s overseas operations, including oilfields, refineries, storage facilities and retail distribution networks. The portfolio has been valued at approximately $20–22 billion.

Among the prospective investors is billionaire Todd Boehly, while discussions concerning Russian-American economic cooperation have involved Trump’s representatives Steve Witkoff and Jared Kushner.

An American-controlled acquisition of Lukoil’s international network could complement the commercial opportunities created by the diesel authorisation.

Russian petroleum products could potentially be purchased and marketed through American-controlled businesses, allowing Russian suppliers to retain export revenues while intermediaries earn profits from financing, distribution and resale.

No evidence establishes that General Licence 135 was specifically designed for the prospective Lukoil purchasers, or that Trump personally holds an interest in the proposed transactions. Nevertheless, the parallel negotiations suggest the possibility of an emerging commercial arrangement under which American intermediaries assume a greater role in Russian energy exports.

Ukraine and the conflict of interests

The consequences for Ukraine could be considerable.

Kyiv has expanded attacks against Russian refineries, fuel depots and petroleum infrastructure, seeking to reduce Moscow’s export earnings and disrupt supplies supporting its armed forces.

Trump has repeatedly criticised these strikes, linking them to higher international fuel prices. His administration now has an additional commercial reason to seek their suspension.

On 11 October, Trump announced an energy ceasefire between Russia and Ukraine, although President Volodymyr Zelenskyy indicated that Kyiv had not agreed to such an arrangement.

Ukraine has maintained that any suspension of attacks against Russian energy facilities must be matched by an end to Moscow’s strikes on Ukrainian power infrastructure.

An agreement protecting Russian refineries without equivalent Russian concessions would preserve an important source of Kremlin revenue while depriving Kyiv of military and economic leverage.

A separate accommodation with Moscow?

The immediate political advantage for Trump is apparent. Rising diesel prices have become a concern ahead of the 3 November midterm elections, particularly among farmers and transport businesses. Additional Russian supplies offer the administration an opportunity to demonstrate action on domestic fuel costs.

Yet the six-month Treasury authorisation extends considerably beyond the election, suggesting commercial objectives that cannot be explained exclusively by short-term electoral considerations.

The emerging pattern is one of bilateral economic engagement with Moscow proceeding independently of a settlement in Ukraine. Russian energy trade is being selectively reopened, American investors are pursuing Russian-owned assets, and Washington is seeking restrictions on Ukrainian operations against the infrastructure underpinning those commercial interests.

For European governments, this threatens the cohesion of the sanctions regime. Brussels may continue restricting Russian energy revenues while Washington authorises transactions that restore access to international markets.

The larger prospect is a system in which Russia retains export earnings, American intermediaries acquire profitable commercial positions, and sanctions become instruments of bilateral negotiation rather than coordinated Western pressure.

Trump’s diesel agreement may therefore represent the opening stage of a wider economic accommodation with Putin, negotiated while Russia continues its war against Ukraine and without any corresponding Russian commitment to withdraw from occupied territory.

By Jan Wolfe Oct 11 (Reuters) – Republican US Senator Thom Tillis on Sunday said President Donald Trump’s diesel supply deal with Russia may be illegal and will put American lives at risk, adding to bipartisan...

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No one expected that Donald Trump, after a congratulatory birthday phone call to his Russian counterpart, would declare that Russian diesel fuel would prove to be the solution to America’s current fuel shortages. If the Trump presidency has yielded anything it is a lot of interesting headlines that seem to come out of nowhere, that can sadly, quite often, fade right back into the mist from whence they came. Sometimes Trump’s words can fill us with hope like this ‘Diesel Deal’, and others like his recent UN speech, where he threatened to potentially kill all Iranians, fill us with dread. This declaration by our enigmatic leader presents a very interesting media narrative and a potential end to ‘Project Ukraine’ that is worth taking a deeper dive into.

Trump has blamed Zelensky for the global energy shortages, especially those concerning diesel fuel. At the time, everyone thought this was just a cheap Twitter-style deflection from the failed war against Iran, which certainly caused a lot of fuel transport disruption. That is to say, the White House was projecting this crisis, that it allowed to happen, or actively caused, to be thrown onto the scapegoat Zelensky. However, this form of deflection or projection is no longer just words in a pre-election narrative, but has become action. Sanctions on Russian diesel have been lifted and the first shipment is already on its way as I write these words. Something tangible has occurred.

Zelensky was actually warned some six times to stop attacking Russian oil infrastructure. Blow up children in the Donbass and beyond ‘sure’, but attacking what the West wants from Russia more than anything is ‘totally unacceptable’. Zelensky, who as stated above was warned half-a-dozen times to back of strikes on oil/gas, upon hearing of Trump’s decision to purchase Russian diesel fuel did the following:

1) He quickly attacked Russian oil infrastructure again seemingly to spite the U.S. President

2) He immediately cut off peace talks in Miami with the Trump’s aides, the Kushner-Witkoff duo, which is yet another spitting in the face of Donald Trump.

The wildest thing of all is that the ‘narcissist’ Trump has already publically thanked President Putin twice for this deal. Appearing at a rally, Americans standing behind Trump wildly cheered in favor of the announcement of peace with Russia plus extra fuel for America. Russophobia is a hobby of the globalist bourgeoisie and Epstein Island, not American truckers and farmers.

It’s a great narrative, let’s hope it lasts

Trump has now put 100% of the blame for global energy/fuel problems directly onto Zelensky, and called him out personally for keeping the war going over the last two years. Thus, the narrative is forming into something like: If the war in Ukraine is the cause of the fuel shortages, and Zelensky is the cause of the war continuing, that means the U.S. can make a deal with Russia even if ‘they started it’, with the corollary that Zelensky logically needs to go as he is the source of the problem. But going even deeper into the narrative we can see the most interesting thing of all or as they like to say online ‘the quiet part’: Trump has essentially declared that Russian energy output is of vital strategic interest to the United States.

It is these kind of words that take the black pill out of my mouth and directly inject ‘hopium’ into my bloodstream. The idea of the American President declaring that NOT being at war with Russia is of vital strategic interest to the USA is something I have been dreaming of my entire adult life. This is exactly the logic that we need to finally and ultimately end the Cold War + Project for a New American Century mentality in politics and finally allow the USA to rebuild and invest into itself. This very well could be America’s mulitpolar awakening by using a logic trap similar to the other ones that have been used to do the exact opposite and keep the USA locked in eternal foreign wars of luxury for ‘national security’. This new logic trap could look something like this: “So you want war with Russia? That must mean you want to harm America, you dirty traitor! You’ll take the fuel from farmer Joe and our kids will starve, you monster! Russia being left alone to produce fuel is a national security interest of America, are you against our country’s national security? Do you want to weaken manly America for those gay Europeans?”.

But as we slam that hopium injection into our veins we have to remember that Donald Trump has said a lot of things, changed his mind many times, or was forced to change it, and perhaps isn’t quite the unilateral decider that he makes himself out to be on TV.

It takes two to tango, but one orange man to keep his word.

The transcripts from this now famous birthday phone chat look very different on the American and Russian sides, which is par for the course. Trump’s team tends to write discussed things as proven facts whereas the Russians are more noncommittal in their language. But the diesel sanctions are gone for now and the boats are moving, so this looks to be real… at least until the mid-term votes are cast.

The American side has since threatened to cut Zelensky off from intelligence sharing, which could be an instant deathblow to their military efforts as many experts believe that only U.S. intel has allowed them to survive this long. Without such targeting data they will be sent back to 20^th century warfare instantly, and they would no longer be able to strike deep into Russia. RT wrote the following on this issue:

A Ukrainian official told Axios that Witkoff and Kushner threatened to cut off US intelligence sharing with Kiev if it continued to ignore Trump’s requests to halt strikes on Russian oil refineries, but the US official denied that any such threat had been made.

But here is where we have to hold our breath, for despite how nice this new narrative sounds, and how it is the perfect exit for the USA from its participation in Project Ukraine we should not forget the words of President Putin from some time ago when he talked about the true power of any U.S. President:

“So a person is elected — he comes with ideas… Then people with briefcases come visit him, well-dressed, in dark suits — kind of like mine.”

So the real question might be, will the Zionist Lobby, Epstein Elite, Three-Letter Organizations, Influential Billionaires, and all the other spooks on Capitol Hill actually let President Trump actually end this war? Will the POTUS be allowed to do this?

We should recall that after Zelensky acted disgracefully in the White House at the start of Trump’s second term everyone thought this conflict would be over. Trump the famous narcissist seemed visibly angry and offended on camera during their verbal spat. But the war went on. There was the Anchorage Summit, which had tons of hype and everyone thought then that the U.S. would pull support from Kiev. But it did not. Trump’s enemies including the Biden Clan are linked to massive corruption in Ukraine which has all been exposed. This would have been a great off ramp from the conflict, but Trump did not or could not take it. And in general, Trump’s rhetoric towards Zelensky and other European politicians has been overtly harsh and disrespectful. The man accused of being a ‘blowhard’ somehow always speaks quite politely behind the backs and to the faces of Putin and Xi.

Thus, although I want peace and mutually-respectful cooperation between the USA and Russia perhaps this deal will only last till the midterm elections, when all of a sudden Zelensky will go back to being “a bastard, but he’s our bastard”, and the conflict will go marching on. Perhaps this is our October Surprise from the Republican side of the aisle? And in December we can all be ‘surprised again’ when the war resumes full-force and thousands more Slavs die on the battlefield?

Now, Donald Trump with gritted teeth is slinging forth the idea that he thinks “it’s time for Ukraine to get a new President”. But after the votes are counted in America he may just go back to passively hating and tolerating Zelensky till the end of his term or till an Oreshnik finds the mark one day. We also cannot forget that the West has been lobbying for a major ceasefire from the Russians for a long time. Presumably this would be used to regroup, rest, rearm and then just go right back to fighting till the last Ukrainian. Now Trump wants elections in Kiev, which will probably demand a ceasefire to enact. But will he be pushing for a three-day ceasefire, or try to trick the Russians into agreeing to a month-long freeze or more?

One ‘good’ sign on this issue from a Russian standpoint is that there are now already calls for Zelensky to resign over this issue on Twitter/X coming from all sides even pro-Ukrainian ones:

“’Zelensky must resign’ – Ukrainian media. That was quick. Zelensky ignored Trump’s warnings not to attack Russian oil refineries SIX times. This morning, Zelensky has bombed another Russian oil refinery. Ukrainians are calling for Zelensky‘s resignation.

Former Ukrainian MP and Metinvest co-owner Vadym Novynskyi has called on Zelensky to resign and hand over all power to Ukraine’s Verkhovna Rada following the Trump-Putin agreements.”

We have to remember that Ukraine in 2026 is already a police state where any dissent means you could get thrown into a bus and taken to the front to die or vanish into a prison as a Russian ‘spy’. Thus, when important people gang up against Zelensky openly it is much more of a potent statement than Hollywood actors safely making Tik-Toks against Trump from their luxurious bedrooms.

The rest of the world won’t sit around and do nothing.

Some moronic ‘Putin sold out the BRICS’ counter-narrative is sure to arise from Kiev’s bot accounts soon. Obviously someone is going to say that the Kremlin threw their Iranian brothers to the Zio-lobby machine! But in actuality, it looks like the Iranians are going to just ship their oil through Russia and sell it as ‘Russian’ and everyone will be happy. The Caspian Sea will be even more busy in the near future. If sanctioned accomplished anything they really increased trade between Russia and Iran.

No one in Moscow is planning on selling out Tehran; they want America to join the Multipolar World while still saving face and reduce the global threat level of nuclear war which is vastly too high at present. Iran and China were surely consulted on this issue before any Diesel Deal was finalized.

The real danger of Trump calling for the removal of Zelensky comes from Europe, where certain factions, politicians and their financiers may take radical action in response. And Trump’s reaction to this response could be even more radical now. Would it be possible that NATO might greenlight the Baltics to just open up another front to ‘see what happens’? Will France finally go through on its threat and just deploy troops openly en masse to save the Napoleon in Green from political or potentially physical death? So far the EU has only threatened even more sanctions. If the previous 20+ packages of sanctions failed, I wonder what is left to actually sanction. Ursula is promising the biggest and most expansive sanctions packet for Monday, October 12^th, but I doubt it will change anything. The only thing that would change the situation is if the EU did something really aggressive, drastic and stupid militarily.

What about the rest of the sanctions?

The Russian media has done a disservice to the public by writing that “Trump will lift sanctions” over-and-over again when the only sanctions being lifted are on diesel exports for half a year. All of the rest of the sanctions are still there. You still cannot fly directly from Moscow to New York, and money transfers via SWIFT are still mostly blocked. We have to remember that at least in theory sanctions are a form of punishment for crimes committed against, in this case, international law and the United States. So how can relations between the USA and Russian Federation truly be normalized when one still accuses the other of crimes it believes it did not even commit?

After Project Ukraine ends things could change rapidly, but there can be no true friendship until Washington trusts Aeroflot enough to let them land on U.S. territory. We cannot be both under a sanctions war and normalized at the same time. But this new Trump narrative, if he can stick with it to its logical conclusion, is the perfect off-ramp for America and the way we can finally end this war and go back to some sense of normalcy with the apocalypse pushed far off into the future beyond all of our lifespans.

By rejecting the transformation of their country into a new front against Russia, Georgians preserved their strategic autonomy.

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In recent years, Georgia has become the stage for a struggle whose implications extend far beyond its borders. The political conflict, often presented as a debate over democracy, European integration, and civil rights, should in fact be understood as another chapter in the delicate geopolitical game unfolding across the Caucasus.

It is against this backdrop that Tbilisi’s decision to distance itself from the confrontational policies promoted by its Western partners takes on particular significance.

The fundamental question is not whether Georgia should be “European” or “Russian.” Such a framework is excessively simplistic. The real issue is whether a small state situated between major centers of power should be free to determine its own foreign policy or whether its international position should be dictated by the strategic interests of outside actors.

The Georgian government chose the first option.

The rise of Georgian Dream brought about a significant shift in the country’s foreign policy. Rather than automatically echoing the anti-Russian rhetoric prevailing in  Brussels, Tbilisi adopted a more pragmatic approach. Its priority became avoiding another war while preserving economic relations with its neighbors.

For Georgia, this is no abstract matter. Russia remains an important economic partner. Trade, tourism, energy, and the movement of people create realities that cannot simply be erased by political decisions. Fully adopting the Western sanctions regime against Moscow would have particularly serious consequences for an economy far smaller and more vulnerable than those of Europe’s major powers.

This is where Tbilisi’s policy fundamentally diverges from the strategy advocated by Brussel’s hawks. Brussels wants Georgia to become increasingly integrated into European political structures. The Georgian government, however, has insisted that integration cannot mean automatically submitting to the European Union’s geopolitical priorities.

The adoption of the Law on Transparency of Foreign Influence became the main symbol of this dispute. Its critics regard the legislation as a democratic setback. Its supporters see it as a legitimate attempt to limit the political influence of organizations financed from abroad.

The same divide is evident in cultural matters. Georgian legislation concerning LGBT propaganda provoked a strong European reaction and reinforced the perception among its critics that Tbilisi was abandoning the liberal values promoted by the European Union.

Yet one question rarely receives the same attention: who should determine Georgia’s political and cultural rules?

For Georgian Dream, the answer is the Georgian state itself. It was precisely this insistence on autonomy that made the government the target of increasingly intense international pressure.

Recently, Tbilisi Mayor Kakha Kaladze openly accused Brussels of financing an attempted coup in Georgia during last year’s protests. He claims that European actors funded groups involved in the demonstrations and supported efforts to bring about a change of government. According to Kaladze, the objective was to install political forces more closely aligned with the interests of the European Union.

In fact, such allegations should come as little surprise in the current geopolitical environment. Brussels is now discussing the possibility of imposing sanctions on most Georgian Dream leaders and government officials. These developments nevertheless reveal the broader geopolitical dimensions of the crisis. The dispute is not merely a controversy over domestic legislation, but a genuine struggle over the country’s strategic orientation.

Here lies the principal danger facing Georgia. The Caucasus is not a neutral space. The region lies between Russia, Turkey, Iran, and the Euro-Atlantic world. Any attempt to turn Georgia into a platform for confrontation with Moscow would have far greater consequences for Georgians themselves than for the powers supporting such a policy from a distance.

The experience of Ukraine has made this reality even more obvious. A state can receive political, financial, and military support from foreign powers while ultimately paying the highest price when rivalries between those powers escalate into open conflict. For a small country such as Georgia, avoiding this fate is a fundamental strategic consideration.

It was precisely on this point that Tbilisi projected a different course from Kiev. Rather than accepting the transformation of the country into another frontline state, the Georgian government sought to preserve workable relations with Moscow. This does not mean that Georgia has formed an alliance with Russia. The two countries still lack formal diplomatic relations, and Tbilisi maintains its own disagreements with the Kremlin. The national priority, however, is to safeguard strategic autonomy, peace, security, and development.

By avoiding direct confrontation with Moscow, Georgia reduces the risk of opening another military front near Russia’s borders. It also preserves economic ties with neighboring countries and retains greater freedom to engage with different centers of power simultaneously.

What is at stake is the sovereignty of a small state amid competition between major powers. In a region increasingly shaped by geopolitical rivalry, the most important question may not be which side Georgia belongs to, but how the country intends to protect itself amid the confrontation between opposing external forces.

The Georgian people have shown that Georgia’s interests come first. And they were right to make that choice.

Europe keeps buying record amounts of Russian gas even as it plans to punish its war machine against Ukraine. The EU ports took in a record 12.18 million tons of Russian liquefied natural gas from January to September, 9.5% more than in the same period of 2025, according to a study by the German group Urgewald based on Kpler tracking data.

Europe spent about 7.88 billion euros on that Russian gas in nine months, revenue that helps fund a war Russia wages with daily missile and drone strikes on Ukrainian cities. The flow continues even as the EU prepares its largest-ever package of sanctions against Russia’s military industry.

The gas comes from Russia’s Yamal project, which sent 167 cargoes to EU ports over the nine months, roughly one every 1.6 days. Europe took 85% of the project’s recorded deliveries by volume, remaining by far its biggest market, Urgewald reports.

Europe’s share grew even as Yamal’s worldwide deliveries fell 1.3%, so the EU absorbed a larger slice of Russia’s Arctic output. In September alone, EU ports received 792,440 tons worth an estimated 818 million euros, nearly three-quarters of it going to France.

Washington could pull the plug by 18 October

The imports run up against a looming US decision. The Trump administration has until 18 October to complete its first review under the Lindsey Graham sanctions act, signed into law on 18 September, which allows Washington to sanction this gas trade at any time, the group notes.

However, after the US allowed Russian diesel to enter the US and global market, the decision will likely remain stalled.

Originally, the law covered Yamal’s leadership, foreign vessels that knowingly carried Russian LNG, and foreign ports that serviced US-sanctioned ships. Yamal depends on specialized Arc7 ice-class tankers and on nearby European ports where they can unload and quickly return, so closing that route would make the Arctic trade far harder to sustain.

Europe’s own ban is still months away

The EU’s measures so far have barely dented the trade. A ban on short-term LNG contracts took effect in April and has had no visible effect, while the full import ban under long-term contracts only starts on 1 January 2027, Urgewald says.

Every month of largely uninterrupted trade means more revenue for Russia while Ukraine suffers daily attacks, sanction campaigner Sebastian Rötters says. The next EU package should close the remaining loopholes, above all those keeping the Arc7 tanker fleet running.

Estonia’s answer to the US-Russia diesel agreement: deals with dictators lead to hell. Prime Minister Kristen Michal wants the European Council to discuss giving Ukraine more aid so it can destroy Russia’s oil refineries, after sharply criticizing the US decision to strike a diesel deal with Russia, ERR reports.

Washington has eased sanctions on Russian diesel, a move Ukraine says funds a war that has killed more than 80 Ukrainian civilians in two days. Estonia’s answer is to go the opposite way and help Ukraine hit the source of that fuel, the refineries, harder.

"It is worth discussing in Estonia and at the European Council next week whether we can quickly contribute more to Ukraine so they can blast Russia's oil refineries to smithereens," Michal says.

He casts the US deal as a historic error. Innocent people are being killed for gas and fuel money, Michal warns, saying that the promised fuel may never arrive. For years, the US urged allies to drop Russian fuel, and Estonia did, so cutting Moscow’s revenue must continue, not reverse, he adds.

Mihkelson: Russia's strategic goals remain unchanged

Meanwhile, Marko Mihkelson, chair of the Riigikogu Foreign Affairs Committee, says that Russia's strategic objectives remain the same as they were before: to rebuild its empire, beginning with the subjugation of Ukraine, and to dismantle the Euro-Atlantic system of collective defense.

"That is why European allies still have only one way to prevent this war of aggression from spreading: to do everything possible to ensure that Russia’s strategic objectives fail and that the imperial wars launched by the Kremlin end in defeat," he says.

This clear strategic objective should also serve US interests, he continues, adding that "Russia’s long-standing ambition, pursued in concert with China and Iran, to undermine America’s global leadership is entering a decisive phase."