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🇺🇸 United States – 🇺🇦 Ukraine • Washington makes its security guarantees conditional on withdrawal from Donbas

The United States has told Kiev that American security guarantees would be contingent on a peace agreement involving the cession of Donbas to Russia, according to several sources close to the discussions at the Financial Times. Washington has also reportedly proposed strengthening the Ukrainian army after the war in exchange for the withdrawal of Ukrainian forces from areas still controlled in the east. This approach marks a hardening of the American stance, at a time when President Volodymyr Zelensky was hoping to quickly conclude bilateral security agreements and a reconstruction plan.

Kiev was seeking to sign agreements this month on security guarantees and a post-conflict economic programme in order to strengthen its position in possible negotiations with Moscow. But the Trump administration is now signalling that any US commitment would depend on a prior agreement with Russia. Ukrainian and European officials describe this stance as an attempt to force Ukraine to accept painful territorial concessions, something Moscow has long demanded.

The Donbas remains a political and strategic red line for Kiev. This industrial region, comprising the provinces of Donetsk and Luhansk, has been presented as a bulwark since 2014. The defensive belt around Kramatorsk and Sloviansk is often referred to as a "fortress". According to recent polls, a majority of Ukrainians reject any territorial concessions in this area. However, Washington is pushing for the creation of a special economic zone, with a withdrawal of Ukrainian troops to establish a buffer zone.

Initially, the United States reportedly envisaged a demilitarised zone recognised as Russian territory, with the deployment of Russian security forces. After protests from Kiev and European partners, a compromise emerged around a neutral force to supervise the zone. Zelensky has said he is willing to consider a free economic zone, provided that it remains recognised as Ukrainian and that Russian forces withdraw to an equivalent distance.

The proposed guarantees would include a commitment modelled on NATO's Article 5, as well as a promise of a coordinated military response in the event of a sustained attack. But these commitments are considered too vague to reassure Kiev and potentially too broad to be acceptable to Moscow. Behind the scenes, Ukrainian officials believe that Washington is using the promise of guarantees as leverage to pressure Kiev into making concessions that could bring Russia back to the negotiating table.

The White House denies any desire to impose territorial concessions, saying its role is limited to facilitating an agreement between the two sides. But sources close to the negotiations acknowledge that, in the American view, ending the war requires a Ukrainian withdrawal from Donbas, without equivalent pressure on Vladimir Putin to drop this central demand. On the ground, Russia controls about 80% of the Donbas. Ukrainian military analysts warn that the official loss of this region would give Moscow a forward base for future offensives into the interior of the country. The Kremlin, for its part, maintains that it will not accept any agreement without a complete and unilateral withdrawal by Ukraine.

A new round of trilateral talks is expected after an initial meeting in Abu Dhabi this weekend. Zelensky acknowledges that complex political issues remain unresolved, and in Kyiv there is widespread concern that vague guarantees will not compensate for irreversible territorial losses, while Washington appears ready to link Ukraine's future security to a concession that Ukrainian society considers unacceptable. Financial Times

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IN SHORT
🇸🇸 South Sudan • The government has called on opposition forces to cease fighting after a rebel advance and clashes on a scale not seen since 2017 in Jonglei State. According to the UN, at least 180,000 people have already been displaced.

🇰🇵 North Korea • Pyongyang fired several short-range ballistic missiles today from an area near the capital, according to South Korean and Japanese forces. The projectiles travelled about 350 kilometres and reached a maximum altitude of 80 kilometres, without impacting Japan. Seoul and Tokyo have denounced this as a violation of UN resolutions.

🇵🇸 Palestine – 🇮🇱 Israel • Hamas is seeking to integrate its 10,000 police officers and civil servants into the new US-backed administration in Gaza, according to Reuters. Israel rejects any involvement by the Islamist movement in future governance, while the ceasefire plan provides for an administrative transfer and gradual disarmament.

🇮🇱 Israel • Israel is preparing to open talks with the Trump administration on a new ten-year security agreement to extend US military support while gradually reducing direct financial aid. Israeli authorities say they want to focus on joint military projects rather than cash grants.

🇸🇾 Syria • The Syrian government hopes to hold a new round of talks with the Syrian Democratic Forces (Kurdish) next Tuesday to clarify the terms of their integration into the central state. Following the expiry of a deadline at the end of 2025 and Damascus' military advances in the north and east, an integration agreement was signed on 18 January, but the details remain to be defined.

🇺🇸 United States • The aircraft carrier USS Abraham Lincoln and several destroyers have arrived in the Middle East, according to two US officials, amid heightened tensions with Iran. Donald Trump refers to an "armada" deployed as a deterrent, while saying he hopes to avoid the use of force. The United States is also moving fighter jets and air defence systems, while the United Arab Emirates refuses to allow its territory to be used against Iran.

🇮🇷 Iran – 🇸🇦 Saudi Arabia • Iranian President Masoud Pezeshkian told Crown Prince Mohammed bin Salman in a telephone call that Tehran would welcome any process, within the framework of international law, aimed at preventing war.

🇮🇹 Italy • US ICE agents will support the security of US delegations during the Milano Cortina Winter Games, according to a diplomatic source. The US authorities assure that there will be no immigration control activities. Italian and European elected officials have denounced this presence.

🇻🇪 Venezuela • The United States is working to establish a permanent CIA presence in Venezuela after the ousting of Nicolas Maduro, according to CNN. The State Department would remain the main diplomatic actor, but the Trump administration would rely heavily on intelligence services due to the political transition and a security situation deemed unstable.

🇨🇳 China - 🇷🇺 Russia • Defence Minister Dong Jun said in a video interview with his Russian counterpart Andrei Belousov that China wanted to strengthen strategic coordination with Russia and improve their joint capacity to respond to risks.

🇩🇰 Denmark – 🇬🇱 Greenland • The Danish and Greenlandic Prime Ministers are travelling to Paris and Berlin starting tomorrow to consolidate European support in the face of American pressure on Greenland.

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