Trump: Ukraine Agrees Not to Strike Russian Energy Targets

The mutual pause on energy-infrastructure strikes matters less as a battlefield development than as a signal about the fragility of the diesel supply chain that the conflict has repeatedly disrupted. If it holds, it removes one recurring source of volatility from a market that has already been whipsawed by the war; if it breaks down, the same infrastructure becomes a target again. The open question is whether the arrangement outlasts the immediate diplomatic moment, since it is a pause rather than a settlement.