Targeting Problems in Ukraine

Peter Zeihan 6 min

The United States is starting to point its finger at Ukraine about the targets it's supposed to attack in Russian territory. And if you want to talk about something that's going to hit Russia's bottom line, that's the way to do it.

  • Donald Trump

Chapters

  1. 0:00

    US Pressure on Ukraine Targets

    The US is pressuring Ukraine to stop attacking Russian oil infrastructure due to American investments in Kazakhstan.

  2. 0:57

    Kazakhstan Pipeline Complications

    American supermajors own stakes in Tengiz and Kashagan projects, making attacks on Novorossiysk risky for US interests.

  3. 2:16

    Ukraine's Shift in Strategy

    Ukraine is forced to avoid energy targets linked to American companies and focus on other infrastructure.

  4. 3:23

    US Withdrawal from Military Aid

    The US has stopped providing both economic aid and military aid to Ukraine following a year of Donald Trump. Hungary and Slovakia are pro-Russian enough to shut off fuel deliveries to Ukraine to keep Russian oil flowing. The Baltic Pipeline Network terminating near St. Petersburg is now within range of Ukrainian drones. Ten NATO countries bordering the littoral could coordinate to stop shadow fleet tankers from loading crude.

  5. 5:42

    Russia's Bottom Line Hit

    Stopping the Baltic pipeline would hit Russia's bottom line more effectively than previous attacks.

Key points

  • 0:00

    The United States is starting to point its finger at Ukraine about the targets it's supposed to attack in Russian territory.

  • 0:57

    The two projects in question are called Tengiz and Kashigan.

  • 2:16

    And that is exactly how the Ukrainians have interpreted it.

  • 3:23

    After a year of Donald Trump, the United States is still providing no economic aid, but is now providing no military aid at all.

  • 3:23

    So we're still dealing here with the detrus of the Soviet collapse because it's not just one empire anymore.

  • 3:23

    There's another major pipeline system, the Baltic Pipeline Network, that terminates near St. Petersburg.

  • 3:23

    So we could actually have a number of NATO countries, 10 of them, who border this littoral.

  • 5:42

    And if you want to talk about something that's going to hit Russia's bottom line, that's the way to do it.

Who and where

People · 1

  • Drawing of Donald Trump

    Donald Trump 1

    President of the United States (2017–2021; since 2025)

    Photo 1

1. Photo: Daniel Torok, Public domain, via Wikimedia Commons · Wikidata · redrawn in our house style (Donald Trump)

21:25

Ukraine FINALLY Hit Russia in the BEST Possible Place

Paul J. Warburg

Ukraine has reached a unique moment where it can strike Russian energy exports without losing critical political support. Ukraine has the least to lose politically while Russia has the most to gain, making major attacks on energy infrastructure inevitable.

25:58

Russia’s Shadow Fleet Just Suffered a FATAL Blow

Paul J. Warburg

Russia's ability to fund its war is being destroyed by a combination of sanctions and kinetic strikes on energy terminals. The strategy is working because the US now benefits from higher prices, making support more dependable.

28:56

Russia is Completely Folding Right Now

Paul J. Warburg

Russia's air defenses have never been weaker, and they continue to get weaker every single day. Right now, the war is going in a very, very clear direction.

Map of the places in “Ukraine Had an INCREDIBLE Night” 21:13

Ukraine Had an INCREDIBLE Night

Paul J. Warburg

Ukraine has demonstrated it can independently stop Russian attacks and defy US political pressure regarding energy prices. Ukraine is willing to defy the United States and prove that Trump lacks control over energy prices just before the midterms.

15:18

Ukraine is Planning Something MASSIVE

Paul J. Warburg

Ukraine is presenting Russia with a massive dilemma where responding creates gaps elsewhere, and not responding leaves critical assets exposed. The chaos itself may be the desired outcome for Ukraine to grind down Russia over time.

AI-generated summary · model qwen3.5:9b-12k · prompt version whole-3.window-7.combine-10.s-f4be8e · video id AOFRr0Y-arc · Watch on YouTube