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Russia and Ukraine

The war, sanctions, energy and the talks, and what they cost. 4 items, newest first.

October 2026

  1. Geopolitics
    Starlink limits and missing warnings: the US squeezes Kyiv to stop and settle

    SpaceX capped Ukraine's military Starlink and two missile warnings never came, as 600,000 lost power. Zelensky says he feels betrayed. Kyiv's allies fear the aim is a forced deal.

    Market noteThe Notebook Desk4 min
  2. Geopolitics
    Energy ceasefire: the US threatens Ukraine's weapons supply over refinery strikes

    Trump declared an energy ceasefire as US officials threatened to cut Ukraine's arms and intelligence unless it stops striking Russian refineries, the FT says.

    Market noteThe Notebook Desk4 min
  3. Geopolitics
    Russian diesel: the US lifts sanctions, but the first cargo covers 14 hours of use

    The US Treasury licensed Russian diesel imports until April 2027 after a Trump-Putin call. The first 300,000 tonnes equal about 14 hours of US diesel use.

    Market noteThe Notebook Desk3 min
  4. Geopolitics
    Nord Stream: US and Russian officials discussed an American investor

    Jared Kushner and Putin's envoy Kirill Dmitriev talked about a US stake in the idle Nord Stream pipelines, Reuters reported. Germany says it does not want them back.

    Market noteThe Notebook Desk4 min

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