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Trump’s 3 Choices in Ukraine...
Daily Reckoning ^ | 7 Dec 25 | James Rickards

Posted on 12/07/2025 10:10:45 AM PST by delta7

With the War in Ukraine now approaching its fifth year and possibly reaching a climatic stage, it’s timely to offer an overview of the situation.

This overview has three vectors – the situation on the battlefield, the corruption scandal rocking Kyiv, and the prospects for the success of the Trump peace plan. The thread that connects these three vectors is the role of the Russian Federation and specter of Vladimir Putin. Let’s look at these vectors separately and then unify them in the end.

On The Ground

The situation on the battlefield is straightforward. Russia is winning the war decisively and is now poised to take all Ukrainian territory east of the Dnipro River, the main waterway that divides east and west Ukraine.

The Donbas consists of two Russian-speaking provinces in eastern Ukraine called Donetsk and Luhansk. Russia has formally annexed the Donbas into the Russian Federation, although the Armed Forces of Ukraine (AFU) continue to fight to retain them. Russia has scored a series of key victories in Mariupol (2022), Bakhmut (2023) and Avdiivka (2024). A major AFU counteroffensive in 2024 failed totally.

U.S. and NATO weapons have been of no benefit to Ukraine. Armored vehicles including Abrams, Challenger and Leopard tanks and Bradley Fighting Vehicles have been left burning on the battlefield. Precision artillery has been made useless by the Russian ability to jam the GPS guidance systems. Ukraine’s initial advantage in drones has been crushed by Russia’s war mobilization and ability to produce thousands of drones per month.

F-16 fighter jets are shot down with ease by advanced Russian anti-aircraft systems. Patriot anti-missile systems are being blown-up by Russian hypersonic missiles that the west does not even possess. Ukraine has managed some attacks on Russian energy infrastructure inside Russia, but these have been no more than pinpricks and have been easily repaired. Meanwhile, the entire Ukrainian power grid has been severely degraded by Russian drones and missiles as bitter cold winter weather approaches.

Now, Russia has taken Pokrovsk, a medium-sized city in the Eastern Donbas closer to the Dnipro River. The significance of Pokrovsk is not its size, but its role as a major logistics hub for rail and road transportation. Pokrovsk is the distribution center for almost all AFU military operations in the Donbas region. Now, pockets of Ukrainian resistance in other cities such as Kramatorsk, Slovyansk and Lyman are without supplies of food and ammunition and are gradually being surrounded.

image 1

A Prelude to Victory. Pokrovsk is considered the gateway to Donbas and the key to allowing Russia to capture the rest of the region. When it was taken, it now gives Russia a new “jumping off” point into other major cities in the Donbas.

At the same time, the Russians have surrounded another major city in the north called Kup’yansk at the head of the Oskil River, not far from the provincial capital city of Kharkiv. Once Kup’yansk falls, the way will be open to surround Kharkiv. The Ukrainians have already stated to evacuate civilians from that city. These encirclement maneuvers are in addition to a major pincer movement in central Donbas focused on Kostyantynivka, Yablunivka and Toretsk.

The result is that the Russians are making major offensive moves in the north, central and southern areas of the Donbas and AFU positions are crumbling due to lack of food, ammunition and manpower. By this winter, there will be little standing in the way of a full-on Russian race to the Dnipro.

Beyond that, the Russians would look to the eventual taking of Kharkiv, Odessa and the portion of Kherson on the western bank of the Dnipro. Russian control of Donetsk, Luhansk, Zaporizhzhia, Kherson and the entire Black Sea coast of Ukraine would be complete. There would be nothing left of Ukraine except a landlocked rump state and the cities of Kyiv and Lviv.

Russian never wanted to conquer all of Ukraine. It wanted to secure the Russian-speaking areas and strategic points along the Dnipro River and the Black Sea Coast. With a much larger population, larger economy, better technology, full war mobilization, gold reserves, and the complete failure of Western economic sanctions, it is close to achieving those goals.

A Corrupt Kyiv

While Russia advances, Kyiv collapses politically. A major corruption scandal has emerged, implicating many of the top political leaders around the Ukrainian military dictator Zelensky. The accusations involve kickbacks and bribes from major Ukrainian energy companies.

This is the same racket that Hunter Biden and the Biden Crime Family conducted from 2014 to 2022, but on a larger scale. One key figure close to Zelensky has already fled to Israel (which has no extradition treaties). Zelensky’s top aide Andrii Yermak has recently resigned. All signs point to Zelensky himself being implicated in this scandal.

The only real scandal is why this current scandal wasn’t revealed earlier. This corruption has been going on in Ukraine for over thirty years. A lot of the corrupt money was being funneled back to the Democratic Party, which is why the U.S. never pursued the matter under Obama or Biden. When Trump tried raising the issue in 2019, he was impeached for just discussing it on the phone.

The implication is that the U.S. is now allowing the investigation to move forward because it’s time for Zelensky to move to one of his mansions in Miami, Dubai or Spain. The anti-corruption commission in Ukraine is controlled by U.S. appointees and funded with U.S. money. The message to Zelensky is to sign the Trump peace treaty or run for your life – perhaps both.

Three Choices for Trump

This brings us to the peace process currently underway. Top White House negotiator Steve Witkoff, aided by Jared Kushner and Secretary of State Marco Rubio, have just met with Putin in Moscow after discussions with Zelensky and NATO allies including the UK, France and Germany.

The Trump peace plan began a few weeks ago with 28-points. These points were narrowed down to 19-points after discussions with Zelensky. The exact text of this plan has never been revealed to the public and it is a work in progress.

In the main, we know it would cede the Donbas, Zaporizhzhia and Kherson to Russia up to the Dnipro River. Russia would give up a small patch of Ukrainian territory in the Sumy region, which was never on Russia’s list of goals. Russia would also give up its designs on Odessa. Ukraine would agree never to join NATO and maintain a kind of neutrality between east and west.

Russia’s list of demands to end the war has scarcely changed since before the war. It includes demilitarization, de-Nazification, neutrality, no NATO membership and protections for the Russian-speaking population. As Zelensky attacked the Russian Orthodox Church in Ukraine, Russia’s list expanded to include protections for the Church.

The biggest change in the Russian position has involved the annexation of Ukraine territory into the Russian Federation. Russia began the war with Crimea and quickly expanded its territory to include the Donbass. The longer the war lasts, the more territory Russia gains. There should be no expectation that Russia will return any of this land except Sumy. Today, Russia claims Ukrainian territory up to the Dnipro River that is has not yet occupied but expects to in the ongoing offensive.

The Russian position is very close to the original Trump 28-point plan – close enough to get a deal done. The problem is that NATO and Zelensky have changed the Trump deal in the last two weeks of negotiations. These changes include “boots on the ground” in the form of a peacekeeping force comprised of NATO troops and security guarantees that would oblige NATO members to come to the aid of Ukraine in the event the Russians engaged in future military action. Of course, Russian military action could easily be provoked by Ukrainian covert operations or drone attacks.

In short, the Ukrainian additions to the original peace plan amount to NATO status without formal NATO membership and lay the foundation for a new war. It would be the same package of lies the west has served up to Moscow in the Minsk I and Minsk II agreements, not to mention the Maidan “color revolution” in 2014 orchestrated by CIA, MI6 and Ukrainian Nazis.

image 2

Trump’s Choices. While the outcome is uncertain in the war, the timing is not. We’ll know within a week or two which way this is going. Russia wins in every scenario.

The Trump team is between a rock and a hard place. If they push the modified peace plan with the Ukrainian changes, Russia will say no. If they agree to the Russian position with slight concessions by Moscow, then Ukraine, France, Germany and the UK will say no.

Trump has three choices: The first is to stick with the modified plan, in which the case the war will drag on. The second is to agree to the Russian position and force Zelensky out of office in favor of a new leader who will agree. In that event, the war will end quickly. Western Europe doesn’t really matter in this scenario – they’re vassal states. The third is just to walk away; something Trump should have done last February when it was still Biden’s war. It’s not too late to do that, although Trump will be branded as a Putin Puppet by the DC warmongers.

My estimate is that the first scenario will play out. But Trump has enormous capacity to surprise the world, so one cannot discard the second scenario. The third scenario seems unlikely because it’s a no-win for Trump politically, even though it would be the cleanest course militarily.

While the outcome is uncertain, the timing is not. We’ll know within a week or two which way this is going. Russia wins in every scenario. The only variables are the size and speed of the victory.


TOPICS: Foreign Affairs; News/Current Events
KEYWORDS: 2022botchedtreaty; anydaynowukrainewins; jokebidenswar; nanzipelosiswar; proxywar; ukraine; war; welfarewar
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1 posted on 12/07/2025 10:10:45 AM PST by delta7
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To: delta7
F-16 fighter jets are shot down with ease by advanced Russian anti-aircraft systems

??

2 posted on 12/07/2025 10:12:31 AM PST by MinorityRepublican
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To: delta7

U.S. and NATO weapons have been of no benefit to Ukraine. Armored vehicles including Abrams, Challenger and Leopard tanks and Bradley Fighting Vehicles have been left burning on the battlefield. Precision artillery has been made useless by the Russian ability to jam the GPS guidance systems. Ukraine’s initial advantage in drones has been crushed by Russia’s war mobilization and ability to produce thousands of drones per month.


If this is true, then Ukraine has been holding off Russian forces for nearly four years on its own.

This looks very much like one sided propaganda.


3 posted on 12/07/2025 10:16:25 AM PST by marktwain (----------------------)
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To: MinorityRepublican

At least 4 F-16s have been downed. It appears that they have gotten about two dozen, although there is no real visibility into how many are operational.


4 posted on 12/07/2025 10:22:51 AM PST by PAR35 (I)
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To: delta7

I believe Ukraine’s position has deteriorated, but nowhere near as much as the article would have readers believe.

Ukrainian defenders are probably well-placed. They might be short of ammo.


5 posted on 12/07/2025 10:25:11 AM PST by Brian Griffin
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To: PAR35

It is my understanding that the Ukrainians are using their F-16s to shoot down drones.


6 posted on 12/07/2025 10:26:34 AM PST by Brian Griffin
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To: delta7

https://www.aeronewsjournal.com/2025/12/ukraine-f-16s-unleash-new-apkws-rockets.html


7 posted on 12/07/2025 10:28:52 AM PST by Brian Griffin
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To: marktwain

The aim is to eliminate the AFU.

All the rest is Ukrainian/Western Media propaganda and gas.


8 posted on 12/07/2025 10:29:29 AM PST by kiryandil (No one in AZ that voted for Trump voted for Gallego )
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To: Brian Griffin

They are only used in western Ukraine and to fire standoff missiles. They never venture over the eastern zone.


9 posted on 12/07/2025 10:38:25 AM PST by DesertRhino (When men on the chessboard, get up and tell you where to go…)
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To: delta7

“Sniper pods include a high definition mid-wave forward looking infrared (FLIR), dual-mode laser, HDTV, laser spot tracker, laser marker...”

“Superior imagery, a video datalink and J-series-weapons-quality coordinates provided by the Sniper pod enable rapid target decisions and keep aircrews out of threat ranges.”

https://www.globalsecurity.org/military/systems/munitions/atp.htm


10 posted on 12/07/2025 10:39:44 AM PST by Brian Griffin
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To: delta7

“Advanced Precision Kill Weapon System II (APKWS II).... transforms unguided Hydra-70 rockets into smart killers via a semi-active laser kit. Ukrainian F-16s can now haul up to 28 of these in a single sortie, shredding enemy drone swarms with airburst warheads that disperse lethal shrapnel clouds.”

“a fraction of traditional air-to-air missiles: around $25,000 per rocket versus $1 million for an AMRAAM”

https://www.aeronewsjournal.com/2025/12/ukraine-f-16s-unleash-new-apkws-rockets.html


11 posted on 12/07/2025 10:42:54 AM PST by Brian Griffin
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To: delta7

“While the outcome is uncertain, the timing is not. We’ll know within a week or two which way this is going. Russia wins in every scenario. The only variables are the size and speed of the victory.”

And the number of useless deaths before the West faces the truth.


12 posted on 12/07/2025 10:43:04 AM PST by SaxxonWoods (Annnd....TRUMP IS RIGHT AGAIN.)
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To: Brian Griffin

“Ukrainian defenders are probably well-placed. They might be short of ammo.”

They are short of soldiers. Ammo and weapons don’t matter without soldiers, except for Nukes.


13 posted on 12/07/2025 10:44:42 AM PST by SaxxonWoods (Annnd....TRUMP IS RIGHT AGAIN.)
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To: Brian Griffin

Well, there appear to be four possibilities.

1) They are being downed by the Russians
2) They are being downed by friendly fire
3) They are being downed by pilot error
4) They are being downed by poor maintenance


14 posted on 12/07/2025 10:53:18 AM PST by PAR35 (I)
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another week goes by, the foreign entanglements continue...


15 posted on 12/07/2025 11:03:38 AM PST by proust (All posts made under this handle are, for the intents and purposes of the author, considered satire.)
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To: delta7

“The problem is that NATO and Zelensky have changed the Trump deal in the last two weeks of negotiations. These changes include “boots on the ground” in the form of a peacekeeping force comprised of NATO troops and security guarantees that would oblige NATO members to come to the aid of Ukraine in the event the Russians engaged in future military action.”

No, just no.


16 posted on 12/07/2025 11:40:38 AM PST by 9YearLurker
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To: DesertRhino

“They are only used in western Ukraine and to fire standoff missiles. They never venture over the eastern zone.”

I don’t know if it’s the planes or the pilots (my suspicion) but they haven’t been the game changer that was expected. Kind of like all the other game changers that weren’t. HIMARS, various tanks, etc.

Russia has 144mm people and is on a war footing with factories converted to weapons construction. Ukraine has 35.66mm people and depends on countries who have exhausted their money and weapon supplies and aren’t on war footings. We can tell Ukraine we are sending weapons but we can’t make them as fast as they will get destroyed or used. That’s why none of the “game changers” have changed anything.


17 posted on 12/07/2025 11:41:17 AM PST by SaxxonWoods (Annnd....TRUMP IS RIGHT AGAIN.)
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To: delta7

How dare he have three options. According to the Ukraine droolers here, you can only have one option, and that is to support Ukraine to the death, no matter what.


18 posted on 12/07/2025 11:44:08 AM PST by mass55th (“Courage is being scared to death, but saddling up anyway.” ― John Wayne)
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To: Brian Griffin
"It is my understanding that the Ukrainians are using their F-16s to shoot down drones."

Can they tell the difference between theirs and Russia's way up there? Asking for a friend.

19 posted on 12/07/2025 11:45:21 AM PST by mass55th (“Courage is being scared to death, but saddling up anyway.” ― John Wayne)
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To: delta7

This is a good summation.

Of course it woo be dismissed by deniers as “ Russian propaganda”
Ukraine ( Zelensky) is unwilling to withdraw from Donetsk territory the Russians havent yet captured. So they will fight until they capture it and another 30,000-40,000 Ukrainian troops will die or be maimed.

The fate of the Zaporozhye Nuc Power Plant seems to be in dispute. As I read the US plan is that it be under IAEA control and the power output shared between Ukraine and Russian Fed land in the easten oblasts. Thats a good solution imho, who would want to give this facility back to Ukraine which has been shelling it and trying to cut backup thermo power and lower the coolant water…..trying to turn it into a dirty bomb.

Crimea is a Russian given, if the Brits will give up trying to finally win the Crimean war.


20 posted on 12/07/2025 1:41:34 PM PST by silverleaf (“Inside Every Progressive Is A Totalitarian Screaming To Get Out” —David Horowitz)
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