The Ball’s In Trump’s Court After The Latest Istanbul Talks

Authored by Andrew Korybko via substack,

The mixed signals that he sent on Friday suggest that he hasn’t made up his mind about what to do…

The first bilateral Russian-Ukrainian talks in over three years were held in Istanbul on Friday after Zelensky agreed, likely under pressure from Trump, to Putin’s proposal from the week prior. They didn’t result in the unconditional 30-day ceasefire that Ukraine demanded nor did Ukraine agree to withdraw from the entirety of the disputed regions like Russia demanded, but they did agree to a prisoner swap and to hold another round of talks sometime in the future. They therefore weren’t for nothing.

Most importantly, Russia and Ukraine were able to show Trump that they’re interested in peace after he signaled his increasing impatience with the US’ hitherto unsuccessful mediation between them, which could result in him either “escalating to de-escalate” or simply walking away from the conflict. Prior to making his fateful choice about the future of American involvement, Trump will likely hold talks with Putin, at the very least over the phone but ideally in person sometime in the coming weeks.

After all, the ball’s now in his court after the Russian and Ukrainian positions have proven to be irreconcilable, so Russia will either inevitably obtain its maximum goals by continuing to rely on military means to that end or the US will double down on support for Ukraine in order to prevent that outcome. The only realistic compromise would be if the US successfully coerces Ukraine into withdrawing from some or all of the disputed regions in exchange for Russia agreeing to an unconditional 30-day ceasefire.

The US hasn’t yet attempted that even though it could have tried doing so anytime over the past three months since Trump returned to the White House, however, thus leading to the aforesaid scenario branch. It therefore remains unclear exactly what Trump will do. On the one hand, he just threatened Russia with “crushing” sanctions, but he also just complained about the billions that the US “pissed away” in support of Ukraine. It accordingly looks like he himself hasn’t yet decided how to proceed.

“Escalating to de-escalate” would entail enormous financial and strategic costs, the latter with regard to potentially offsetting his planned “Pivot (back) to Asia” for more muscularly containing China and even risking World War III in the worst-case scenario. 

At the same time, walking away would lead to him owning what could then soon become one of the West’s worst geopolitical defeats. The middle ground between these extremes could be strictly enforced secondary sanctions against Russia’s energy clients.

To elaborate, the aim would be to pressure China and India into drastically curtailing their imports, the first as a “goodwill gesture” after Trump’s newly announced “total reset” in their ties and the second as a means to signal its worth to the US in the hopes that Trump reconsiders his incipient pivot to Pakistan. Nevertheless, one or both might still refuse to comply or secretly continue to purchase large amounts of Russian energy, thus forcing the US to either turn a blind eye or worsen ties by sanctioning them.

A blend of these scenarios could see Trump threatening Zelensky with a clean break from this conflict if he doesn’t withdraw from Donbass while threatening Putin with strictly enforced secondary sanctions if he doesn’t accept a (unconditional?) 30-day ceasefire in the event that this happens. Calls could then be made to Xi and Modi to inform them of his plans in the hope that they’ll convince Putin to agree. Such a proposal would be the most pragmatic one from the US’ perspective and could lead to a breakthrough.