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.

A pause that bought nothing

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.”

The price of another pause

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.

Explore further

“Starshield systems are owned and controlled by the US government”: Musk says Trump, not SpaceX, is behind cut hitting Ukraine

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.

Washington’s other moves toward Moscow

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.

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.

Explore further

EU blacklists 1,569 Russian arms suppliers and their bosses in its biggest sanctions round ever, as Trump eases up on Moscow

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.

Explore further

Ukrainian journalist asks Trump’s envoy to his face whether he was disgusted to sit across from “international criminal” Putin. Witkoff wouldn’t answer directly

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.