Roman Sheremeta ๐Ÿ‡บ๐Ÿ‡ธ๐Ÿ‡บ๐Ÿ‡ฆ
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Professor of Economics, Board Member, Founding
Rector of American University Kyiv
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2/ The United States will contribute to the Fund. In addition to direct financial contributions, it may also provide new assistance โ€” for example, air defense systems for Ukraine.
3/ Ukraine will contribute 50% of state budget revenues from new rent on new licenses for new areas. Ukraine may also make additional contributions beyond this baseline if it chooses. This is cooperation designed to last for decades.
4/ The Fund will then invest in extraction projects for critical materials, oil, and gas โ€” as well as in related infrastructure and processing.
5/ Specific investment projects will be selected jointly by Ukraine and the United States. Importantly, the Fund may invest exclusively in Ukraine.
6/ It is expected that for the first 10 years, Fund profits and revenues will not be distributed, but instead reinvested into Ukraine โ€” into new projects and reconstruction. These terms will be subject to further discussion.
7/ The agreement provides mutually beneficial conditions for both countries. It is an agreement that reaffirms the U.S. commitment to Ukraineโ€™s security, recovery, and reconstruction.
The U.S.-Ukraine deal is a major political and diplomatic victory for Ukraine. It gives Trump a domestic win, fostering a more positive stance toward Ukraine, and opens the door to renewed U.S. military aid.

1/n
Trump has agreed to a cash weapons sale to Ukraine, partially lifting the hold on U.S. military aid. This comes right after Ukraine and the United States signed a historic agreement.

Is this extortion of Ukraine?

1/n
2/ Probably yes. Trump is taking advantage of Ukraineโ€™s vulnerable position.

Is this good for Ukraine?

Probably yes. Having the United States as a strategic partner provides a degree of security and assurance of military assistance.
3/ Is this good for the United States?

Absolutely. With Trumpโ€™s approval ratings at historically low levels, even a modest positive development is politically beneficial for him.
A U.S. bill introducing new sanctions against russia is supported by 72 senators (only 51 are needed to pass).

The bill proposes 500% tariffs on imports from countries that purchase russian oil, natural gas, or uranium.
More signs that the U.S. economy is headed towards recession.

The number of newly unemployed has reached 1.92 million โ€” the highest level since November 13, 2021. The overall unemployment rate has risen to 4.2%.

1/n
2/ Combined with the recent GDP decline, this is a serious structural indicator that the U.S. economy is struggling.
3/ Things are likely to get even worse once tariffs take full effect. The agricultural sector is already bleeding; next will be logistics, trucking, retail, and manufacturing.
4/ Worse yet, Trump has stated that he is not willing to end his trade war even if the U.S. enters a recession.
Fox News reports that Trumpโ€™s National Security Adviser, Michael Waltz, and his deputy, Alex Wong, were dismissed following a leak from a Signal chat.

According to Politico, the russian asset Steve Witkoff is being considered as Waltzโ€™s replacement.

1/n
2/ Iโ€™m sure this is just the beginning. Nearly 50% of Trumpโ€™s advisers were fired during his first term. Letโ€™s see if he can beat his own record.
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Keith Kellogg: Russia is Not Winning This War

"Russia is not winning this war. Russia has achieved no significant successes in the last year and a half. They didnโ€™t take Kyiv, the capital. They havenโ€™t advanced west of the Dnieper River, which is a major obstacle.

They didnโ€™t take Odesa. Theyโ€™ve lost hundreds of thousands of soldiers, and they havenโ€™t actually moved anything. They are moving by meters, not miles, and the Ukrainians are fighting fiercely. So when Russia says they are winning โ€” no, thatโ€™s not true.โ€