Ukraine has loosened its reliance on Washington but still depends on the United States in three military areas that let US President Donald Trump keep pressuring Kyiv, The Telegraph wrote on 12 October. That pressure now centers on the energy ceasefire Trump declared on 11 October, with US officials reportedly warning Kyiv not to hit Russian energy during the truce. Kyiv backs a mutual truce, but Moscow has not confirmed it, and Russian strikes on Ukraine’s grid have continued.

The paper named three such ties: satellite intelligence, Patriot interceptors, and American weapons bought with European money. A pause in any of them would hit just as Russia’s winter campaign begins. Ukraine says an intercepted document reportedly lays out up to 1,000 Russian missiles, drones, and bombs for 60 critical sites this winter, so any pause in US intelligence, interceptors, or PURL deliveries would land as that campaign gets under way.

Satellite intelligence: the US still holds the key

The Central Intelligence Agency (CIA) and other US services still pass precise satellite data that help Ukrainian forces hit targets inside Russia, by the paper’s estimate. Trump briefly suspended that flow in March 2025 to pressure Zelenskyy. A Ukrainian official told Axios that Trump envoys Steve Witkoff and Jared Kushner threatened during 9 October talks in Miami to cut off US intelligence.

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Patriot interceptors: no quick substitute

The Telegraph called interceptor missiles the second and probably sharpest dependency. Only American Patriot systems can down Russia’s most powerful missiles, which strike Ukrainian cities daily, the paper wrote. Kyiv’s PAC-3 stocks ran dry mainly because US reserves were diverted to the Middle East after America’s war against Iran, the paper added. Kyiv had warned in March that a long Middle East war would squeeze its PAC-3 supply.

Five European defense firms—Destinus, MBDA Deutschland, Safran, Airbus, and Thales—signed a letter of intent in July to develop a joint interceptor, but a testable prototype is not expected before next year, the paper wrote. Ukraine is also building its own interceptor with European allies under the FREYJA program.

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US arms bought with European money

The third is buying American arms with European money through the Prioritized Ukraine Requirements List (PURL), a NATO-run purchasing scheme. US officials have reportedly warned Europe that Trump may halt those supplies if Ukraine keeps striking Russian oil refineries.

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.

Ukraine held off, Russia hit six energy sites

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.

Refineries first, power plants possibly later

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.

The pitch: a diesel deal as a signal to Moscow

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.

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Kyiv was asked to hold its fire on Russian oil

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.

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What Moscow has offered in return

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.

“Too much to lose”: Trump on Russia and Iran

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.

A drone strike on 10 October put more than half of the large fuel tanks out of action at an oil-loading terminal in Russia’s Rostov-on-Don, Russian news Telegram channel Astra found. The terminal loads fuel onto river and sea tankers for export, and it burned for two days while a local channel wrote that reeds might be on fire. Neither Kyiv nor Moscow has officially acknowledged the hit. It came hours after US President Donald Trump announced a diesel deal with Russian leader Vladimir Putin.

Russia has spent the autumn hammering Ukraine’s power grid ahead of winter. Ukraine’s long-range drones keep hitting the refineries, depots, and terminals that fuel Russia’s army and earn it export revenue. Every burned tank turns that revenue into repair bills, while Moscow is already subsidizing its own fuel pumps. A refinery-only truce of the kind the White House described a day after the strike would shield the Russian plants that feed terminals like this one.

Seven of 12 tanks out of action

Astra’s analysts concluded from eyewitness footage that at least seven of the terminal’s 12 large tanks had been knocked out. Ukrainian monitoring channel Supernova+ counted seven burned-out tanks and one more scorched by the fire.

The fire was still burning in the early hours of 12 October. Local channel Rostov Glavny posted video of the burning tank farm, passing on rumors that reeds were on fire and noting the city’s second day under smoke, The Moscow Times reported. Footage filmed in the daytime on 12 October showed no more open flames, only gray smoke, according to Astra.

A terminal that loads fuel for export

The site is the oil-loading terminal of the Novoshakhtinsk Oil Products Plant, formerly known as Yug Rusi, in Rostov-on-Don’s Zheleznodorozhny District. It receives, stores, and transships fuel onto river and sea tankers, including for export, Ukrainian monitoring channel Exilenova+ said.

The terminal also supplies fuel to the Russian army and earns Moscow hard currency, ZN reported. The Moscow Times put its loading capacity at 3.5 million tons a year and its tank farm at about 60,000 cubic meters, roughly 16 million gallons.

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The refinery itself stands in the town of Novoshakhtinsk near the border with Russian-occupied Luhansk Oblast. The terminal sits on the Don River with access to the Sea of Azov, Ukrainian military outlet Militarnyi noted. Ukraine hit the refinery in June, and Ukraine’s General Staff reported striking the Yug Rusi terminal on 9 July, placing it in Bataysk.

A night of drones over the region

Exilenova+ posted images of the burning terminal in the early hours of 10 October. It presented them as the site after Trump’s phone call with Putin. The channel later shared NASA satellite fire data showing the blaze.

Rostov Oblast Governor Yuri Slyusar claimed the attack injured six people. Slyusar further stated air defenses downed more than 100 drones over the region. Radio Liberty’s Russian Service noted that neither side had officially confirmed the hit on the terminal.

Hours after the US-Russia diesel deal

The strike came hours after Trump announced on 9 October that Russia had agreed to supply diesel to US and global markets. The US Treasury then cleared the trade with a sanctions license.

On 11 October, Trump declared an “energy ceasefire” between Russia and Ukraine. Under it, he expects Ukraine to stop striking Russian refineries, a White House official told Axios.

Ukrainian President Volodymyr Zelenskyy said that evening that Ukraine’s armed forces had received all relevant orders. Neither Ukrainian monitoring channels nor Russian officials have reported a new strike on a Russian oil facility since. On 13 October, Zelenskyy said Ukraine was ready to guarantee an energy ceasefire if Russia took matching steps.

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.

Drones go for the first stage of refining

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.

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“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.

Sanctions slow the repairs

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.