PodcastEconomist PodcastsOctober 14, 2026
Kicking Kyiv: Trump’s doubtful deals
Trump's Ukraine energy deals mainly favor Putin and serve US midterm optics rather than materially lowering diesel prices or helping Ukraine.
- Diesel deal is mostly theater: Russia's pledged exports top out at 1 million tons/month — under 1% of global diesel demand — unlikely to meaningfully move prices Trump blames on Ukraine ahead of midterms.
- Energy ceasefire is lopsided: It stops Ukraine hitting Russia's many refineries while Russia keeps striking Ukraine's lone refinery and power grid, handing Putin a near one-sided win.
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