Trump’s Special Envoy Shed More Light On His Boss’ Ukrainian Peace Plan

Trump will implement a comprehensive economic, diplomatic, and military pressure campaign against Russia if Putin rejects a ceasefire, but it’s unclear whether Trump will coerce Zelensky into territorial concessions first in order to make it easier for Putin to compromise on his prior demands for this.

Trump’s Special Envoy for Ukraine and Russia Keith Kellogg told the New York Post more about how his boss plans to bring Putin to the peace table. According to him, the US might ratchet up its energy-related sanctions on Russia and associated secondary ones on its clients if he refuses. This would occur together with more diplomatic pressure, likely upon China and India to have their leaders convince Putin to reconsider, and “some type of military pressures and levers that you’re going to use underneath those”.

The immediate goal is “to stop the killing — just stop it — and then you go from there”, so in other words, the abovementioned approach would be aimed at getting Russia to agree to a ceasefire. This aligns with what was assessed here in late January about Trump’s plans. The problem though is that Russian Foreign Ministry spokeswoman Maria Zakharova confirmed on the same day as Kellogg’s interview that “A temporary ceasefire or, as many say, freezing the conflict, is unacceptable” for Russia.

One day earlier, however, Kremlin spokesman Dmitry Peskov suggested that his country’s position on not holding talks with Zelensky due to the Ukrainian leader’s illegitimacy might be reversed for pragmatism’s sake so it’s possible that the aforementioned one about rejecting a ceasefire might be too. That could occur if Trump coerces Zelensky into withdrawing from at least Kursk and Donbass along with declaring that Ukraine won’t join NATO, thus satisfying some of Russia’s goals as recently explained here.

Ukraine would then lift martial law and finally hold its long-delayed elections, which could potentially lead to the US replacing Zelensky like Russia’s foreign spy agency claimed last week is supposedly in the cards. That scenario sequence aligns with Russian and US interests, but it can’t be ruled out that some of the last administration’s Russophobic hawks remain in positions of influence within the US’ “deep state” and end up dissuading Trump from coercing Zelensky into territorial concessions first.

Without Ukraine withdrawing from Kursk and Donbass, it’s unlikely that Putin could justify compromising on last June’s ceasefire demands that Ukraine withdraw from all the territory that Russia claims as its own and declare that it won’t join NATO. He can accept a delay on implementing the second till after the next parliamentary elections since Ukraine’s goal of joining NATO was enshrined as an amendment to the Constitution in 2019 and therefore can’t be removed without parliament’s support.

What Putin would be loath to accept is freezing the Line of Contact (LOC) even if the US coerces Ukraine into withdrawing from Russia’s Kursk Region as a quid pro quo since it would suggest that their sneak attack there last summer forced him to give up on his demands to disputed territory. Lending credence to that interpretation could raise the risk that Ukraine launches another sneak attack elsewhere along their international border if post-election peace talks stall in order to coerce more concessions from him.

Putin might settle for Ukraine only withdrawing from Kursk and Donbass in exchange for a ceasefire since the first is universally recognized as Russian, the second is at the heart of their territorial dispute, and demanding more might provoke the US into enforcing its secondary sanctions against China and India. As Kellogg recently said, sanctions enforcement is “only about a three” on a scale of one to ten so it could be increased if needed, which would put Putin in a tough position if Xi and Modi then pressure him.

China and India could be coerced into drastically curtailing or outright abandoning their large-scale import of discounted Russian oil if the US imposes super-strict Iranian-like sanctions on Russia explicitly aimed at “driv[ing] [its] export of oil to zero” through full secondary sanctions enforcement. The consequences of them complying could spike the price of oil worldwide and throw countless economies into a tailspin, however, which is why the US has thus far eschewed this policy.

Trump already imposed 10% tariffs on China and he’s expected to negotiate hard with India during Modi’s trip to DC late next week, which might even see them launch free trade talks, so each Asian giant has their own self-interested reasons for avoiding any further economic pressure from the US. They might therefore curtail their imports of discounted Russian oil as a compromise to the US in exchange for no secondary sanctions enforcement and to not destabilize the global market instead of defy it on this.

Even in that case, Russia’s foreign revenue flow upon which a share of its state budget depends would be disrupted, which might parallel their leaders pressuring Putin to reconsider his rejection of a ceasefire since it would be indirectly responsible for harming the economic interests of all three. If the “military pressures and levers that [the US is] going to use underneath those” take the form of ramping up arms shipments to Ukraine, including long-range missiles, then it might suffice for prompting a rethink.

There’s also the possibility that Russia “goes rogue” in the sense of continuing to pursue its maximum goals in the conflict in spite of American, Chinese, and Indian pressure, hoping that the Ukrainian frontlines soon collapse and Trump then abandons this geopolitical project instead of tries to salvage it. This “hawkish” thinking on Moscow’s part could be predicted on its decisionmakers assuming that Trump would accept this defeat without fear of it ruining his reputation and won’t escalate to brinksmanship.

While that’s plausible, the counterargument can be made that Trump doesn’t want to bear responsibility for what would be the greatest American geopolitical defeat ever and won’t let the $183 billion that the US invested into this conflict go to waste without at least securing control over Western Ukraine. In that event, Russia might still ultimately be coerced into compromising on its maximum goals but after having needlessly burned bridges with China and India, which could leave it isolated in the post-conflict future.

Returning to the lede, the likelihood of Trump implementing a comprehensive pressure campaign against Russia if Putin rejects a ceasefire in Ukraine might get him to compromise on his original demands for this, though only if Ukraine first withdraws from Kursk and Donbass. It’s in the US’ interests not to perpetuate this conflict since MAGA thought leader Steve Bannon warned that Trump risks his own Vietnam if that happens while Trump is eager to “Pivot (back) to Asia” pronto in order to contain China.

Trump would therefore do well to coerce Zelensky into withdrawing from those two regions instead of “escalating to de-escalate” against Russia if Putin doesn’t agree to simply freeze the LOC. As Kellogg told the New York Post, “Very frankly, both sides in any negotiation have to give; that’s just the way it is in negotiations…Is it gonna be acceptable to everybody? No. But you try to run this balance.” That’s precisely the approach that Trump should follow otherwise he risks derailing his foreign policy agenda.