© Lynsey Addario for The New York Times
Ukrainian President Volodymyr Zelenskyy has disclosed that Kyiv offered to suspend attacks on Russian oil refineries in exchange for temporary American anti-ballistic missile protection for Ukraine’s energy infrastructure. Washington did not provide the requested systems, leaving Ukraine exposed to continued Russian missile strikes while the United States sought to restrict Ukrainian operations against Russia’s oil industry.
Speaking at a press conference in Brussels on Friday, 16 October, Zelenskyy said the proposal had been presented to Washington as a compromise following President Donald Trump’s agreement with Vladimir Putin on Russian diesel supplies and restrictions on attacks against energy facilities.
The Ukrainian president confirmed that Kyiv had not been consulted before Washington reached its understanding with Moscow. He described the diesel agreement as a surprise and objected to arrangements determining Ukraine’s military actions without its participation. Any agreement concerning Ukrainian strikes on Russian territory, he argued, required consultation with the Ukrainian government.
Nevertheless, Zelenskyy said Ukraine had been willing to accommodate American demands, even under an arrangement that did not require Russia to suspend its own attacks. Instead of insisting on reciprocal restrictions, Kyiv proposed receiving sufficient anti-ballistic missile systems to protect its electricity network for the duration of the requested suspension.
The proposal reflected Ukraine’s immediate security requirements. Russia has repeatedly targeted power stations, substations and other critical infrastructure, while Ukrainian forces have attacked Russian refineries to disrupt fuel production and reduce revenues available to Moscow. Halting the Ukrainian campaign without additional defensive capabilities would have left Kyiv surrendering one means of economic pressure while remaining vulnerable to Russian bombardment.
Zelenskyy said he had asked Washington for a limited number of systems, rather than a substantial new military commitment. The proposed deployment would have lasted only as long as the United States required Ukraine to refrain from attacking Russian refineries. However, according to the president, no such assistance was provided.
The disagreement follows the diesel arrangement announced by Trump on 9 October, under which Russia agreed to resume substantial petroleum product exports to American and international markets. Washington also authorised certain transactions involving Russian diesel, easing restrictions previously intended to reduce Moscow’s energy revenues.
The agreement created a direct conflict between American energy policy and Ukraine’s strategy of targeting Russian refining capacity. Washington wants additional diesel supplies to ease pressure on fuel markets, while Kyiv regards attacks on oil infrastructure as a means of weakening Russia’s ability to sustain its invasion.
That disagreement intensified after Ukraine resumed attacks on Russian refineries, including a strike against a facility in the Ryazan region. Trump criticised the operations, accusing Kyiv of contributing to higher global oil prices. Zelenskyy, meanwhile, argued that increased Russian diesel revenues would provide Moscow with additional resources to finance its military campaign.
The Ukrainian president’s proposal also exposed the limitations of the temporary energy ceasefire promoted by Washington. Russia continued attacks against Ukrainian civilian infrastructure, including electricity facilities, despite the American initiative. Kyiv’s proposed compromise would have addressed the resulting imbalance by providing defensive protection rather than relying on Russian restraint.
The urgency of Ukraine’s request was illustrated by renewed Russian attacks during Zelenskyy’s visit to Brussels. According to the Ukrainian presidency, strikes on 15 October damaged energy infrastructure in several regions, leaving almost 15,000 people without electricity in Volyn and disrupting supplies in parts of Kyiv and the surrounding region.
Ukraine continues to face shortages of the interceptors required to defend against ballistic missiles. Zelenskyy has identified anti-ballistic capabilities as an immediate priority, particularly as Russia intensifies attacks ahead of winter. During talks with NATO Secretary General Mark Rutte, he stressed the need for additional missile interceptors and other air defence equipment.
The president also raised these requirements during Friday’s meeting with European Commission President Ursula von der Leyen and European Council President António Costa. Discussions covered air defence, protection of energy infrastructure and financial assistance needed to sustain Ukraine’s resistance to Russian aggression.
Zelenskyy said European leaders had supported Ukraine’s position in the dispute with Washington. His remarks came as the EU reaffirmed its intention to maintain economic pressure on Moscow despite the Trump administration’s decision to facilitate Russian diesel exports.
As EU Today reported earlier on Friday, von der Leyen and Costa rejected any relaxation of European sanctions while Russia continues its war. The Commission is preparing a further sanctions package, maintaining a policy intended to restrict Moscow’s ability to finance its military operations.
The contrasting American and European positions have become increasingly significant for Kyiv. Washington is seeking to stabilise fuel markets through arrangements with Moscow, while European governments remain committed to reducing Russian energy revenues and strengthening Ukraine’s military and economic resilience.
For Zelenskyy, the unresolved question is whether Ukraine can be expected to limit attacks on Russian oil infrastructure while receiving neither reciprocal guarantees from Moscow nor additional protection against Russian ballistic missiles. His account of the unsuccessful American negotiations indicates that Kyiv was prepared to compromise, but only if its immediate defensive needs were addressed.
White House officials instructed Pentagon leaders to limit Starshield, SpaceX’s military-grade satellite service used by Ukrainian forces, Reuters reported on 15 October, citing three officials. The report came a day after a senior US official told Axios the Trump administration had nothing to do with the alleged Starlink restrictions.
Ukrainian forces rely on US-controlled satellite technology for battlefield operations and for intercepting Russian drones aimed at Ukrainian cities, so the latest restrictions have raised questions about how reliably they can depend on it.
Asked about the order, a senior US official replied, “No such request was ever made by the president.” The White House did not respond to questions about whether other administration officials might have made the request.
Ukrainian officials contacted the White House, State Department and Pentagon on 13 and 14 October and were told it was a White House decision
European officials raised concerns about the restrictions. German Foreign Minister Johann Wadephul criticized the throttling and said Ukraine must continue to receive full support, Spiegel reported on 15 October. Wadephul said Germany had questions for the US, noting that Germany finances part of the Starlink technology used in Ukraine.
On 16 October, UK Defense Secretary Wes Streeting said US Defense Secretary Pete Hegseth had assured him in a face-to-face meeting that Starlink was back up and running, the Guardian reported. However, a Ukrainian Defense Ministry source said that military-grade terminals were working in motion again, but only at speeds of up to 160 km/h.
The military Starshield package previously had no data-speed restrictions, Ukraine’s 7th Rapid Response Corps told Novynarnia. Ukrainian officials said that after the restrictions were imposed, terminals disconnected when drones exceeded 160 km/h and sometimes at 80 km/h.
The Corps also reported 10–20-second connection drops at 110–120 km/h on the Huliaipole front, which made drones harder to control. One unit had to cancel some missions.
The restrictions came as US President Donald Trump pressed Kyiv to stop striking Russian oil refineries, blaming them for soaring energy prices ahead of November’s midterm elections. Ukraine suspects SpaceX imposed the restrictions to pressure Kyiv over the refinery strikes, but that motive has not been confirmed.
US President Donald Trump called Ukraine’s renewed strikes on Russian oil refineries a disgrace in an interview with Newsmax and questioned President Volodymyr Zelenskyy’s will to settle the war on 15 October. His statements came after he made a deal with Russian President Vladimir Putin to allow Russian diesel back into the US ahead of the mid-term elections in the US.
Kyiv says its long-range strikes have knocked out more than half of Russia's refining capacity, one of the few levers it controls on Moscow's war income, according to Ukraine's Defense Ministry. This is part of efforts to reduce the aggressor's capabilities to launch assaults, including the latest, during which four Russian regions fired 39 Iskander-M, North Korean KN-23, hypersonic Zircon, and supersonic anti-ship cruise Oniks missiles, Zelenskyy said.
Earlier, Zelenskyy said that Ukraine stopped refinery strikes for three days to meet US wishes after Trump announced an “energy ceasefire” on 11 October. At the same time, Russia struck a Kharkiv heat-and-power plant within hours of the announcement, he emphasized.
Meanwhile, in the interview with Newsmax, Trump said Zelenskyy is only pushing world oil prices higher.
“Well, I think that’s a disgrace,” he said.
He added that Ukraine has other options: “There are a lot of targets that you can hit.”
At the same time, Trump didn't say a word about Russian strikes on Ukraine's civilian buildings and power infrastructure ahead of the winter.
The US leader said he is “not a big fan” of Zelenskyy. He claimed both sides “would like to see it end,” but that he finds Zelenskyy “more difficult to deal with than Putin.”
He also said that he believes the depletion of US ammunition stockpiles is linked to the aid provided to Ukraine under the Biden administration, rather than the war with Iran.
Ukraine has repeatedly offered to help the US counter Iranian drones during the operation. The New York Times reported that a Ukrainian team departed the day after the US made such a request.
Nevertheless, despite Kyiv’s offers and actions, Trump once again compared Zelenskyy to P. T. Barnum, the 19th-century American circus showman, saying that he received a tremendous number of Patriots and Tomahawks.
However, there is no public confirmation that Tomahawk missiles were transferred to Ukraine during the Biden administration.
© Doug Mills/The New York Times
Tech billionaire Elon Musk wrote on X on 15 October: “And so the slaughter continues … Time for Zelensky to go.” Four days earlier, he had posted that Zelenskyy had gone too far, after US President Donald Trump said it was time for Ukraine to get a new president. Asked by Morgan on 14 October whether he would resign, Zelenskyy said he would not: “It’s my responsibility.”
Musk’s post comes as Washington squeezes Kyiv instead of Moscow: Ukraine’s military satellite links slowed, US missile warnings went missing, and the US threatened to cut intelligence unless Kyiv stops hitting Russian refineries.
Zelenskyy said elections could not be held under constant Russian attack: “From the point of security, you can’t do elections.”
Of any future president, he said: “I’m sure the new man or woman will defend our country.” He also reminded Trump that Crimea and parts of Donbas were already occupied when he took office, under another president, long before the full-scale invasion.
“I’m a realist, and I understand that people are more important than one kilometer or two kilometers. It’s not about kilometers. It’s about land and homes,” he told Morgan.
Zelenskyy has said Ukraine is ready for elections if a full 60-day ceasefire is in place. Numerous sources told The Atlantic that Trump sees Zelenskyy as the main obstacle to a peace deal and related business deals with Russia. One Trump adviser said he is also an obstacle to Trump’s hopes for the Nobel Peace Prize.
Ukrainian forces reported restrictions on Starshield, the SpaceX satellite system they use for battlefield communications and drone operations, and Zelenskyy warned the decision would cost lives. On 14 October, Musk said Starshield is owned and controlled by the US government, which sets its limits, and that commercial Starlink cannot be used for offensive military action. Zelenskyy told the FT he did not know whether the decision was SpaceX’s or the US government’s, adding: “I think it’s about SpaceX.” A senior US official told Axios the Trump administration had nothing to do with the restrictions.
On two consecutive nights, air raid alerts in Kyiv sounded only after Russian ballistic missiles were already approaching or striking the capital. Zelenskyy said Ukraine received no warning from partners of the launches on 12 and 13 October, which hit civilian infrastructure and a major power plant. A Ukrainian official told CNN the loss of intelligence “will give Russians a real leverage on a frontline.” A European official questioned Washington’s explanation that weather caused the gaps in missile warnings. Trump denied halting intelligence sharing.
Washington had warned it could suspend intelligence sharing if Ukraine kept striking Russian refineries, Axios reported. A US official disputed that any explicit threat was made. Sources told CNN the US had also threatened to halt European purchases of US weapons for Ukraine. Zelenskyy told the FT the warning came through military channels.
To lower energy costs before next month’s midterm elections, Trump has pressed Kyiv to stop refinery strikes, CNN reported. Zelenskyy said he felt betrayed after Trump announced a diesel supply deal with Russia. On 14 October in London, he told the FT that Ukraine would resume strikes on Russian oil refineries.
Ukrainian officials contacted the White House, CIA, and Pentagon after the restrictions, which Ukraine says affected both Starlink and Starshield, Axios reported on 14 October. A senior US official told Axios the Trump administration had nothing to do with the restrictions. On the same day, Elon Musk said on X that Starshield systems are owned and controlled by the US government, and that any speed or usage limits are decided by the US military and ultimately the president.
The restrictions could affect Ukraine’s ability to intercept Russian attack drones and carry out mid-range strikes against Russian forces and military targets in occupied Ukrainian territories. A speed cap of 160 km/h was insufficient to intercept some jet-powered drones, an unnamed Ukrainian official told Axios. Ukrainian officials told Axios they suspect SpaceX imposed the restrictions to pressure Kyiv to accept US President Donald Trump’s demand to stop striking Russian oil refineries, though the motive remains unconfirmed. But Starlink does not work inside Russia, and the drones attacking Russian oil facilities use other communications systems, according to Reuters.
Musk did not directly address the throttling, Axios noted. Starlink, he wrote, “is a commercial service owned and controlled by SpaceX,” limited to civilian or defensive use.
White House officials told the Ukrainians they don’t have control over SpaceX, two sources told Axios. One said the administration would reach out to SpaceX to figure out what happened. The White House did not immediately respond to Axios’s request for comment.
Presidential adviser Serhii Beskrestnov said on 14 October that SpaceX had imposed a 160 km/h limit on Starshield’s “military package” overnight without warning. Ukraine’s 7th Rapid Reaction Corps said mid-range strike drones must reach high speed quickly and that an unstable connection “will make it impossible to launch such aircraft or use them as intended.” One unit on the Huliaipole front had to cancel some missions, the corps told Novynarnia.
Ukrainian officials told Axios the system turned off when drones exceeded 160 km/h, and sometimes 80 km/h, before service was partially restored on 14 October. The Defense Ministry said SpaceX continues to restrict Starlink to 160 km/h and that it remains in communication “with partners and SpaceX regarding stable service conditions and the prevention of sudden restrictions,” Axios reported.
The restrictions followed Trump’s 9 October deal with Russian President Vladimir Putin easing sanctions on Russian diesel. A day later, Trump told reporters: “We said you could do whatever you want to Russia, don’t hit the refineries,” the Kyiv Independent reported.
Ukraine will resume strikes on Russian oil refineries, ending a three-day pause it held at Washington’s request, Ukrainian President Volodymyr Zelenskyy told the Financial Times in an interview published on 15 October. Russia kept bombing Ukraine’s energy system throughout the pause, while Kyiv lost US missile warnings and its Starlink service slowed. Zelenskyy said Ukraine would halt energy strikes again only in exchange for more US air defense.
Ukraine's deep-strike campaign targets the Russian oil industry, which fuels Russia's army in Ukraine and earns the export revenue funding the war. Striking the plants that turn Russian crude into fuel, 12 of them hit in September alone, is one of the few levers Kyiv controls on Moscow’s war income. US President Donald Trump has blamed those strikes for higher US fuel prices, which most analysts attribute to the Iran war, and Washington has threatened to withhold intelligence, and reportedly weapons, unless Kyiv gives it up. Each step Washington takes toward Moscow, from fuel waivers to talk of frozen assets, widens the gap Europe and Ukraine must fill, while Russia gains revenue and time to keep striking.
Zelenskyy said he stopped the refinery strikes for three days to meet US wishes, but Russia kept hitting Ukraine’s energy infrastructure and killing civilians. During the pause, Ukraine received no US warnings of ballistic missile launches, he said. Starlink also slowed across the country, hampering front-line operations and mid-range strikes on Russian military targets, he added.
Russia used those days to fire 39 ballistic missiles and more than 120 drones at Ukraine’s grid overnight into 14 October, leaving at least 600,000 people without power. “We hold energy ceasefire from our side,” Zelenskyy told Piers Morgan on 14 October. Of the Starlink slowdown, he added: “I’m sure that they knew what they did.”
Ukraine could again stop hitting Russian energy only if it receives more US interceptors for its Patriot systems, Zelenskyy told the FT. He warned that a halt could simply invite more US-Russia deals that feed Russia’s war machine, and predicted the next one would involve gas.
US intelligence officials had warned Ukraine’s embassy in Washington that a new strike on Russia’s energy facilities would end all intelligence sharing at once, The Washington Post reported, citing a person familiar with the matter. Washington has not fully cut it off, but the threat stands, the person said. Trump said on 13 October that the US was still sharing intelligence.
A senior US official told Axios the administration had nothing to do with the Starlink limits, which Elon Musk had blamed on the US military. The administration is also considering easing sanctions on shadow fleet tankers, which have carried oil from Russia, Iran, and Venezuela, so the blacklisted vessels could haul non-sanctioned cargo, a US official told Reuters. The US Energy Department said the move would not help Russia ship its oil or fuel.
Washington eased sanctions on Russian oil this spring, after which Russia’s oil income jumped $890 million in a week, and it extended that waiver despite telling allies it would not. US envoys also proposed unfreezing part of Russia’s frozen assets to lure Moscow back to talks, an idea European officials rejected, the Financial Times reported.
Ukrainian forces hit 12 large Russian refineries in September, Ukraine’s Ministry of Defense said, according to ArmyInform on 12 October. The farthest on the ministry’s list, Lukoil’s refinery in Perm, lies about 1,500 kilometers from Ukraine’s border. Since Trump's 11 October announcement, Euromaidan Press has found no reports of new Ukrainian refinery strikes in the official and unofficial Ukrainian and Russian sources it monitors.
A refinery-for-refinery pause would limit Ukraine’s ability to disrupt Russia’s oil industry while leaving Moscow free to keep attacking Ukraine’s energy system, giving Russia an advantage in a war where both sides use energy infrastructure as a target. The issue has become urgent since Trump announced an “energy ceasefire” on 11 October, after which Ukraine reported holding off strikes on Russian energy facilities while Zelenskyy said Russia attacked several Ukrainian energy sites.
The campaign continued into October. Ukraine’s General Staff said Ukrainian forces struck the Samara oil pumping station overnight into 10 October, the third attack on the station that month, according to Radio Svoboda.
Zelenskyy said Ukraine had refrained from striking Russian energy facilities overnight on 11–12 October following Trump's announcement. Monitoring channels and official Russian sources did not report any new refinery strikes on 13 October.
“Last night, we did not attack any energy facilities on the territory of Russia because President Trump said that there would be an energy ceasefire,” Ukrainian President Volodymyr Zelenskyy said.
He added that Ukraine does not announce its next operational steps. Zelenskyy said Russia attacked six Ukrainian energy facilities on 12 October alone, according to Radio Svoboda.
A White House official told Axios that the proposal would begin with both sides halting attacks on oil refineries, with a possible agreement covering power plants to follow. Axios reported that Russia had not accepted a ceasefire.
The Institute for the Study of War (ISW) said the proposal, as described, would give Russia a major concession without offering Ukraine anything in return: Russia has scores of operating refineries, while Ukraine has one. ISW also said the proposal would allow Russia to continue its winter strikes on Ukrainian power stations.
US President Donald Trump’s envoys told Kyiv that letting Russia sell diesel could draw Moscow back to peace talks, Reuters reported. In the same meeting, they said Russia’s leader was not ready to negotiate. Since then, Moscow has offered nothing in return, and Trump has brushed off claims that Russia helps Iran.
Washington is pressing Ukraine to stop striking Russian refineries and offering Moscow economic incentives to return to peace talks, even though Russia has made no commitment in return. Yesterday, Russian ballistic missiles hit Kyiv before air raid sirens sounded, amid disputed warnings that the US could cut intelligence support. Meanwhile, Ukraine is being asked to halt its long-range campaign against the oil infrastructure that fuels and finances Russia's war.
Trump’s Middle East envoy Steve Witkoff and Trump’s son-in-law Jared Kushner met the Ukrainian delegation in Miami on 9 October. They described Russian President Vladimir Putin as unprepared to negotiate but said the diesel deal could help restart three-way talks, two of the sources said.
The third source said the deal could “soften” Moscow because it “sends a signal that Trump is open to do things” with Russia. One of the sources described the plan:
“The idea was that the US could go back to Russia and say ‘See, the Ukrainians stopped striking and we gave you this deal. Now it’s your turn to do something.’”
Ukraine’s part was to stop hitting Russian refineries. Kushner repeated Trump’s request at the meeting, noting the administration had made it several times, two sources said.
The Ukrainians agreed to nothing formally, Reuters’ sources said. They signaled they would accept an energy ceasefire if Russia did the same, but saw the US approach as an attempt to appease Russia with business deals.
Two days later, Trump declared an energy ceasefire, and Ukrainian President Volodymyr Zelenskyy said Ukraine was ready if Russia reciprocated. Euromaidan Press has monitored official and unofficial Ukrainian and Russian sources and found no reports of new Ukrainian strikes on Russian refineries after Trump’s announcement. One of the last, on the night of the diesel announcement, knocked out more than half the tanks at a fuel-export terminal in Rostov-on-Don.
Three sources told Reuters the envoys did not threaten to cut US support over the refinery strikes. A Ukrainian official told Axios, however, that the envoys warned Trump could cut Ukraine off from US intelligence, which a US official denied. US officials are also believed to have told European allies that Trump would halt PURL, the NATO scheme for Europe-funded US weapons for Ukraine, unless the strikes stopped, according to FT.
A person close to the Kremlin told Reuters that Putin would return to the table only when he gets “the remaining 11% of Donbas.” Ukraine refuses to cede more land. During the 9 October call that produced the deal, Putin declined to commit to resuming talks, his aide Yuri Ushakov told reporters, Axios reported.
Moscow has not confirmed the energy ceasefire either. Trump insisted on 12 October that the sides had agreed “because I said they agreed,” RFE/RL reported. On the evening of 12 October, Russian munitions collapsed an apartment stairwell in Kharkiv, killing four people. Russian Deputy Prime Minister Aleksandr Novak, meanwhile, claimed diesel exports could reach 3.0–3.5 million tons a month by year-end, above the volumes Trump announced.
Late on 12 October, Trump wrote on Truth Social that he did not believe Russia and China were helping Iran, since they have “too much to lose.” In March, he told Fox News that Putin “might be helping them a little bit.” Asked about Russia’s possible support for Iran, Treasury Secretary Scott Bessent told Fox News on 2 September that his message to everyone was to “stay away.” That month, a Financial Times investigation found Russia secretly helping Iran develop supersonic cruise missiles that could threaten US warships.
Ukrainian drones have helped push Russia into its worst fuel crisis since the Soviet Union fell, The Washington Post (WaPo) reported on 11 October.
Diesel is where this war reaches American drivers. US President Donald Trump blames rising diesel prices mostly on Russia’s war in Ukraine, while experts blame mainly the US war with Iran. Some of his allies now accuse Kyiv of trying to sway the US midterms.
The Washington Post looked at dozens of strikes between 1 April and 31 August. Three refinery experts then examined satellite images of 54 strikes with visible damage. In over half, the damage seems to be to the desalting and distillation units, known by the Russian acronym ELOU-AVT. These units clean the crude of water and salt, then split it into separate compounds, the first steps toward gasoline and diesel. More than a third appear to have hit secondary units, which turn those compounds into jet fuel, gasoline, and liquefied petroleum gas.
From April through August, drones struck two-thirds or more of the 36 big Russian refineries that S&P Global Energy tracks, a strike every third day. Some took as many as five hits. On 16 June, drones set the Moscow refinery’s distillation towers on fire. That strike and a second one days later kept the plant offline into September, WaPo reported, citing data firm Kpler. Ukraine targeted the refinery again on 20 September.
“We don’t need to hit the entire plant,” a Ukrainian drone battalion commander with the call sign Tango told The Washington Post. Ukraine knows where to strike so that a refinery stops and stays down, he said. His unit, Ukraine’s 1st Separate Center of Unmanned Systems, runs long-range strikes deep inside Russia.
The EU banned exports of oil-refining equipment to Russia the day after the 2022 invasion, and the US followed days later. WaPo reported that the bans cover the distillation and secondary processing units Ukraine keeps hitting. The bans make spare parts hard to get, Alexander Kolyandr of Eurasia Group told the paper, and the strikes come faster than repairs.
Since last year, Ukraine has doubled the size of each wave, decoys included, a person involved in the strike campaign told WaPo. The decoys are unarmed and draw Russian fire, wasting air-defense ammunition, WaPo explained. Without them, the person said, Ukraine would simply lose expensive systems. András Rácz of the German Council on Foreign Relations told WaPo that even if only 2–3% of drones get through, the damage is significant.
President Volodymyr Zelenskyy has placed an important qualification on Donald Trump’s proposed energy ceasefire: Ukraine will stop attacking Russian energy facilities only if Moscow stops targeting Ukraine’s electricity generation and distribution infrastructure. Speaking at the Warsaw Security Forum on Monday, 12 October, Zelenskyy confirmed Kyiv’s willingness to accept a reciprocal arrangement while pointing out that Russian attacks had continued after the American president announced that a ceasefire was already in effect.
The sequence of events has exposed a fundamental weakness in Washington’s initiative. On 11 October, Trump announced an immediate energy ceasefire, declaring that Russia and Ukraine had both agreed to suspend attacks on energy infrastructure. Yet Kyiv had not received the agreement’s terms, Moscow had offered no public confirmation, and Russian drones continued striking Ukrainian power facilities, including a combined heat and power plant in Kharkiv.
Zelenskyy’s response was deliberately restrained. Rather than reject Trump’s initiative, he welcomed the possibility of an agreement while insisting that Russia demonstrate its acceptance through its actions. His remarks also exposed the difference between announcing a diplomatic understanding and establishing an enforceable military arrangement.
The apparent symmetry of an agreement prohibiting attacks on energy facilities disguises substantial differences between the two countries.
Russia retains an extensive oil-refining industry, producing fuels for domestic consumption, military operations and export. Ukrainian drone attacks on refineries have consequently become an instrument of economic warfare, disrupting production, increasing operating costs and forcing Moscow to divert resources towards protecting strategically important industrial installations.
Ukraine occupies a different position. Its major oil-refining capacity was devastated early in the full-scale invasion, including the Kremenchuk refinery. Russia’s present campaign is concentrated heavily on electricity generation, substations, heating systems and other installations essential to maintaining civilian life and economic activity.
An agreement narrowly focused on oil refineries would therefore protect an important Russian asset while offering Ukraine comparatively little protection. A comprehensive energy ceasefire could be reciprocal, but only if it explicitly covered the infrastructure each side actually possesses and attacks.
Zelenskyy’s insistence on equivalent obligations is consequently more than a negotiating formula. It seeks to prevent Washington from treating attacks on Russian fuel production and the destruction of Ukraine’s electricity and heating networks as interchangeable military activities without examining their respective consequences.
The distinction becomes particularly consequential with winter approaching. A Ukrainian suspension of attacks on Russian refineries could allow Moscow to restore production and rebuild damaged facilities. Unless Russia simultaneously halted attacks on Ukrainian energy infrastructure, Kyiv would surrender an important means of pressure while remaining exposed to further disruption of electricity and heating supplies.
The concern in Kyiv is no longer confined to the proposed ceasefire’s wording. European officials have disclosed that Washington is threatening to restrict military assistance and intelligence sharing unless Ukraine suspends its strikes against Russian refineries.
According to accounts of the American pressure campaign, the threatened measures include suspending the Prioritised Ukraine Requirements List (PURL), the NATO-coordinated mechanism through which European countries finance purchases of American weapons for Ukraine. Reuters was unable to independently verify the reported threats, and the White House had not responded publicly.
If implemented, such restrictions would establish a direct connection between Ukraine’s willingness to accommodate Washington’s energy priorities and its access to essential military support.
This creates an imbalance in the negotiations. Moscow could continue military operations while Kyiv faced the possibility of losing American assistance for refusing an agreement whose Russian obligations remain undefined.
The ceasefire proposal also needs to be examined alongside Trump’s separate agreement with Putin, announced on 9 October, to increase Russian diesel supplies.
Trump stated that Russia would initially release more than 300,000 tonnes of diesel, followed by another 500,000 tonnes in November and one million tonnes thereafter. Further supplies were envisaged, depending on Russia’s refining capacity.
The US Treasury subsequently issued General Licence 135, authorising transactions involving Russian-origin diesel that would otherwise face sanctions restrictions.
The initial volumes are unlikely to transform international diesel markets. Nevertheless, the agreement gives Washington a commercial interest in maintaining Russian refinery output at precisely the moment Ukrainian attacks are disrupting it.
Trump has an evident domestic incentive to seek lower fuel prices before the American congressional elections on 3 November. Putin, meanwhile, has an interest in preserving Russia’s refining capacity and reopening sanctioned markets.
These interests need not prove the existence of a coordinated political strategy against Kyiv. They do, however, create conditions in which American economic priorities and Russian military objectives could converge.
The possibility becomes more significant when considered alongside Trump’s public criticism of Zelenskyy and his suggestion that Ukraine requires different leadership.
The most consequential scenario is one in which Washington demands immediate Ukrainian compliance while leaving Russia’s obligations subject to subsequent negotiation.
If Kyiv suspends refinery attacks without obtaining verifiable Russian commitments, Moscow gains relief from a costly Ukrainian campaign. If Kyiv refuses, Washington could present that refusal as an obstacle to peace and use it to justify restrictions on military assistance.
This is a possible negotiating outcome, not an established secret agreement between Trump and Putin. There is no publicly verified evidence that the two presidents arranged the ceasefire specifically to force Ukraine into such a position.
Nevertheless, the combination of the diesel agreement, American pressure over refinery strikes and the premature announcement of a ceasefire creates a credible risk that Ukraine could be required to make concessions before Russia demonstrates any corresponding restraint.
The implications extend beyond Ukraine. European governments financing American weapons through PURL would find their own assistance programmes vulnerable to Washington’s decisions over an energy arrangement negotiated separately with Moscow.
For Brussels, the immediate question is therefore whether European military support can remain dependable if American commercial interests increasingly influence the conditions attached to supplying Ukraine.
Ukraine’s attacks on Russian refineries cannot by themselves compel Moscow to end the war. They can, however, impose material economic costs and complicate Russia’s ability to maintain fuel production, exports and military logistics.
Abandoning those attacks without an enforceable agreement would remove pressure from Moscow without ensuring that Ukrainian civilians receive any corresponding protection.
Zelenskyy’s position preserves an alternative: simultaneous, reciprocal restrictions covering electricity generation, heating installations, oil refineries and other specified energy infrastructure, supported by clear verification procedures and consequences for violations.
Whether Washington is prepared to enforce such an arrangement against Russia remains unanswered.
The central danger for Kyiv is not an energy ceasefire itself. It is an arrangement in which Ukraine’s obligations are immediate and enforceable through the threat of lost American support, while Russia’s obligations remain uncertain.
Until that imbalance is resolved, Trump’s initiative risks delivering Moscow protection for its oil industry without securing protection for Ukraine’s energy system.
President Donald Trump’s announcement of an immediate ceasefire covering Russian and Ukrainian energy infrastructure was overtaken by events on Sunday evening when Russian forces struck a major thermal power station in Kharkiv. President Volodymyr Zelenskyy confirmed Ukraine’s willingness to suspend attacks on Russian energy facilities, but said Moscow was continuing its bombardment even as Washington presented the arrangement as an accomplished diplomatic breakthrough.
The contradiction emerged within hours of Trump declaring that Russia and Ukraine had agreed to stop targeting each other’s energy infrastructure. Zelenskyy, responding in his evening address on 11 October, welcomed the proposal but reported that Russian attack drones remained active over Ukrainian territory and that Kharkiv’s CHP-5 thermal power station had just been struck.
The Ukrainian president made clear that Kyiv had not rejected the American initiative. Ukraine was prepared to refrain from attacking Russian energy installations and expected Moscow to accept the same restrictions. However, no corresponding commitment had been publicly confirmed by the Kremlin, and Washington had provided no explanation of how the supposed ceasefire would be implemented.
The timing was particularly significant because Ukraine had apparently not been informed that a binding agreement had been concluded. According to accounts of the announcement, Zelenskyy was unaware of Trump’s declaration before it became public, although he subsequently indicated his readiness to support the initiative.
His response therefore amounted to an acceptance of the proposed terms rather than confirmation that a negotiated ceasefire was already in force.
The reported strike on Kharkiv came at the end of a particularly destructive week for Ukraine’s civilian infrastructure. Zelenskyy said Russian forces had carried out more than 200 attacks against electricity generation and transmission facilities over seven days, alongside 17 strikes targeting gas and oil installations.
He also reported that more than 150 Ukrainians had been killed and over 700 wounded during the week. These figures, supplied by the Ukrainian authorities, have not been independently verified.
The continuing bombardment places additional pressure on Ukraine’s power network as winter approaches. Thermal power stations and substations remain particularly vulnerable, while damage to generating capacity can disrupt electricity, heating and water supplies across entire urban districts.
Trump’s ceasefire announcement follows an increasingly bitter dispute over Ukrainian attacks on Russian oil refineries, which have damaged Moscow’s fuel production and distribution infrastructure.
The American president has blamed Ukrainian strikes for worsening international diesel shortages and rising fuel prices. His administration has also threatened restrictions on military assistance and intelligence sharing if Kyiv refuses to suspend its campaign against Russian refineries.
Meanwhile, Washington has reached an arrangement with Moscow permitting substantial Russian diesel exports under a temporary easing of sanctions. Zelenskyy has criticised the decision, arguing that additional energy revenues could strengthen Russia’s capacity to continue its invasion.
For Ukraine, refinery attacks have become an important means of disrupting Russian military logistics and imposing economic costs on Moscow. Agreeing to suspend them without guarantees that Russian strikes will also cease would remove one of Kyiv’s principal instruments of pressure.
The diplomatic sequence has consequently raised questions about whether Trump’s initiative offers equivalent obligations to both countries, or primarily serves Washington’s immediate objective of stabilising fuel supplies.
By Sunday evening, Moscow had issued no public confirmation that Putin had accepted the arrangement. Washington had provided no details of its duration, the installations covered or any mechanism for verifying compliance.
An agreement confined to energy infrastructure would also leave both armies free to continue other military operations, including attacks on cities, industrial installations and military positions.
Zelenskyy said Ukrainian forces had received the necessary orders, while Kyiv awaited clarification of Washington’s discussions with Moscow. He maintained that Ukraine supported credible measures to end the fighting but expected Russia to demonstrate a corresponding commitment.
The immediate question is whether Trump obtained an undertaking from Putin that Moscow is prepared to honour. Until Russia confirms the terms and its attacks cease, the announced energy truce remains a presidential declaration rather than an established cessation of hostilities.
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.
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."
Russia's seaborne exports of refined oil products rose to a three-month high in September, but the growth came from cheaper fuel oil and naphtha as diesel shipments fell to their lowest in more than a decade, Bloomberg reported, citing Vortexa data. Russia kept diesel at home after Ukrainian refinery strikes and paid oil companies to supply its pumps, while high crude prices lifted its crude export earnings.
During the ongoing deep-strike campaign, Ukraine's long-range drones have knocked out more than half of Russia's oil refining capacity, Kyiv says, and Russia's budget oil revenues are falling even as it raises war spending. High global crude prices are softening that blow.
Total seaborne product exports reached about 1.17 million barrels a day in September. Fuel oil shipments rose 6% to about 613,000 barrels a day, the highest since April. Naphtha, a feedstock for petrochemicals, jumped 35% to 363,000 barrels a day. Exports of refinery feedstocks, including vacuum gasoil, rose to about 32,000 barrels a day, according to Bloomberg.
The trade has moved north. Almost 80% of fuel oil cargoes left from Baltic ports, and naphtha loadings there rose almost 50% as Ukrainian attacks disrupted Black Sea infrastructure. In September, Ukraine reported hitting an oil terminal in Novorossiysk, Russia's main Black Sea oil port—one in a string of attacks on Russia's Black Sea ports and oil sites.
Diesel and gasoil exports fell 28% to 144,000 barrels a day, the lowest monthly volume in Vortexa data going back more than a decade. Russia has restricted diesel exports to protect domestic supply after Ukrainian attacks on its refineries. Drones kept hitting them into October, from a Lukoil refinery in Volgograd to Gazprom's Salavat complex in Bashkortostan.
In September, Russia paid oil companies the biggest subsidy in more than four years to keep road fuel on the domestic market. It also imported about 350,000 tonnes of motor fuel by sea, mostly gasoline from India, Morocco, and Türkiye, Reuters calculations showed. Officials are considering letting some producers resume diesel exports in October to avoid overstocking, according to Interfax.
The diesel squeeze has reached the White House. US President Donald Trump stated on 30 September that diesel was hurt "not by the Middle East, but by what's going on in Russia, because those diesel refineries are being knocked out at a pretty alarming rate."
Russia's crude exports reached about 3.99 million barrels a day in the week to 27 September, and the estimated value of its seaborne crude shipments neared its highest since the full-scale invasion began, Bloomberg reported. Brent crude traded at about $102.60 a barrel on 9 October, according to Trading Economics data.
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.
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.
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 oil refinery moment of attack pic.twitter.com/bUxuRshSK1
— Exilenova+ (@Exilenova_plus) October 8, 2026
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 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.
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