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What podcasters are saying about Russia & Ukraine

Summary

In the past 30 days, 11 speakers on 9 finance podcasts discussed Russia & Ukraine in 12 views. Chorus has followed Russia & Ukraine since September 25, 2026: 13 views from 12 speakers on 9 shows.

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  • Chris Wright · U.S. Department of Energy

    Suspending Russian diesel export sanctions for six months was designed to pressure Russia toward a ceasefire.

    Wright says the administration is looking for creative ways to create incentives to end the war. He describes a six-month temporary suspension of sanctions on Russian diesel exports only, not oil or other products. He argues diesel was chosen because the world is short of diesel and Russia cannot export much of it, since its war effort consumes its diesel and Ukrainian strikes have knocked out its refineries. He says Russia could benefit from exporting diesel only by ending the war effort or agreeing to a ceasefire on energy or the war, and any such outcome would be a 'home run.'

    “He's looking for any creative way to create the right incentives to end that war. That that was the idea of this for six months just temporarily suspending the sanctions on the export of diesel, not on oil, not on any other Russian products, only on diesel.”at 13:02

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  • Kurt Volker · Center for European Policy Analysis (CEPA)

    US easing pressure on Russia by letting it export oil, gas and diesel prolongs the war.

    Volker says the current US approach eases pressure on Putin by allowing Russia to export oil and gas and bring diesel into the country, which also gives him political visibility as part of the international community again. He argues this will cause Putin to continue the war, that the war will only end when Putin is stopped, and that the US should do the opposite. He notes Russia is not going well in the fight but is committed, and says Ukraine will keep defending itself.

    “And what we are doing right now is easing pressure on Putin, allowing him to export oil and gas, bring diesel into the country, giving him the political visibility of being part of the club again. That's just going to cause him to continue this war. We should be doing the opposite.”at 40:47

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  • Chris Wright · U.S. Department of Energy

    A six-month diesel sanctions waiver is a carrot to end the war, and could bring more ships.

    Wright says the US has issued a temporary six-month sanctions suspension covering only diesel, not oil or other Russian products. Russia has not exported diesel for many weeks because it is short on diesel itself, so one ship is a sign of the policy's effect. He calls it an incentive to reduce the conflict, which would add a little to global diesel supply. He says more ships are quite possible and rejects the idea that this is going soft on Russia.

    “We've done a temporary six month suspension of sanctions, not on Russian oil, not on any other Russian products, only on diesel, which is the one product they have not exported for many weeks.”at 18:47

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  • Heidi Crebo-Rediker · Council on Foreign Relations

    US is pulling back support for Ukraine and overtly backing Putin; Europe must step up.

    Americans overwhelmingly support Ukraine and are negative toward Russia and Putin, but the Trump family and associates are giving Putin the benefit of the doubt, doing business deals with him, and the US has turned off Starlink. Crebo-Rediker sees the US pulling back support and offering overt backing to Putin, and does not expect that to change. Europe needs to step up, but fiscal challenges constrain it.

    “We're really seeing the US pull back any and all support and actually counter with some pretty overt support for Vladimir Putin, and I don't see that necessarily changing.”at 24:17

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  • Chris Whalen · Whalen Global Advisors LLC

    An unexpected turn in the Ukraine war could hit global markets, as Russia escalates against Europe and Putin won't concede.

    Whalen calls the Ukraine war his biggest under-discussed risk. Russia, having lost on most of its objectives, is attacking European countries directly and with sabotage to save face. Putin does not want to concede defeat, so the conflict could spin out of control. Europe still strongly supports Ukraine, while President Trump appears to be making side deals with the Russians. He says an unanticipated turn in the conflict could significantly affect global financial markets, and that the Iran situation already shows how these events move markets.

    “I think an errant event coming out of the Ukraine war... I'm a little bit concerned that this whole thing could spin out of control because Putin can't make peace.”at 30:06

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  • Shane Lieberman · UBS

    US pressure on Ukraine to join talks will weaken Ukraine's negotiating position.

    Lieberman reads the recent US moves as tilting toward Russia while pressuring Ukraine. Congress passed a tough Russia sanctions bill, but President Trump waived part of it. Steve Witkoff's Russia trip led to the release of a US citizen held for four years, and the US waived sanctions on Russian diesel. Meanwhile Trump took a hard line on Zelenskyy, and Starlink, which is critical to Ukraine's missile defence, went down before Russian missile attacks on Kyiv. He sees this as pressure on both sides to return to peace talks, and says Ukraine's stance will be weaker in those negotiations because of that pressure. Peace talks are expected in the coming weeks and months.

    “I think there is concern about... the pressure on Ukraine to come to the table is also meaning that Ukraine will be weakened in a negotiating stance.”at 6:20

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  • Anas Alhajji · Energy Outlook Advisors

    Without Europe at the table, no Ukraine settlement can move forward.

    Most of the demands Zelensky makes of Trump are backed by the EU. When Trump pressured Zelensky to stop attacking Russian refineries, Zelensky publicly reported a new strike within twelve hours, which he could only do with EU backing. Each time Trump has pressured Zelensky on Russia, EU members, France, the UK and others have boarded Russian oil tankers, even though Trump's temporary, monthly-renewed sanctions exemption on Russian oil is still in place. The EU is therefore essential to any deal.

    “most of the problems and the challenges that Zelensky making to Trump are supported by the EU. So without Europe, basically, nothing is going to move forward.”at 44:45

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  • Michael Froman · Council on Foreign Relations

    A Trump-Xi-Putin meeting without Ukraine at the table is inappropriate; China should pressure Russia.

    Froman says a trilateral meeting of Trump, Xi and Putin without the Ukrainians is an inappropriate grouping for resolving the war, and no solution is possible without Ukraine at the table. He says China would help by pressuring Russia, which it has been unwilling to do. He says Ukraine has made significant progress in bringing the war to Russia and imposing costs. He argues the US should supply more weapons, directly or through Europe, to change Putin's negotiating calculation. He worries the two leaders may push a Ukrainian settlement that suits their relationship.

    “Well, it seems like, without the Ukrainians being in the room, it seems like an inappropriate grouping to talk about how to resolve the war.”at 23:49

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  • Helima Croft · RBC Capital Markets

    The Ukraine war has no off-ramp, and Zelenskyy is unlikely to stop hitting Russian energy.

    Croft argues that markets still hold a view that a deal will come after the midterms, but the war is in its eighth month. Early on, the market was told the war would end within days, and the trend has since worsened. Zelenskyy sees strikes on Russian energy infrastructure as a vital way to defund the Russian war effort and is not inclined to accept the terms on the table, so she sees no visible exit.

    “Remember, like, eight days into the war, we were being told this was gonna end, and the trend line is getting worse right now. So I just... I look at this and I say, where's our off ramp?”at 36:33

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  • Daniel Yergin · S&P Global

    Putin's proposed trilateral summit with the US and China won't work because Ukraine isn't part of it.

    Putin's theory of politics is that only the big powers matter, and he thinks he can settle everything with Xi and President Trump. Yergin doubts this will work because Ukraine is not part of the discussion. He describes Putin as in this to win and convinced that his theory of power will prevail.

    “Well, I think, it's Putin's theory that only big powers he sees are the big three... I don't think it's gonna work because I don't think Ukraine is part of it.”at 27:43

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  • Friedrich Merz · Federal Government of Germany

    Russia aims to destabilise Europe's political order, a threat Germans underestimate.

    Merz says his biggest concern is the underestimated Russian impact on European societies. He argues that Russia's aim goes beyond territorial gain in Ukraine: Moscow fears democracy, open societies and the success of European integration, and wants to undermine that success. He says Russia is on the way to destabilising the political order of the continent, and that many Germans underestimate this threat, which he calls real every day.

    “Fundamentally, my biggest concern is the underestimated Russian impact on our societies... The big picture is that Russia is on the way to destabilize the entire political order of our European continent.”at 20:08

    Bloomberg Talks: German Chancellor Friedrich Merz Talks Security in Europe ·

  • R.P. Eddy · Ergo

    A Russia-Ukraine ceasefire is unlikely before spring 2027, since Putin thinks he can win and wants better terms.

    Eddy's team forecast the Ukraine invasion four months ahead with rising probabilities and picked the day, and he applies the same framework now. He says diplomacy is moving again, with the UAE hosting talks, but the two sides are far apart and the mediators are not closing the gap. Putin is not ready for a deal: Russia's asking price has risen because it believes it can bombard Ukraine to the brink of collapse over the winter, including strikes on energy pipelines and civilian infrastructure. Russia expects to revisit on more favourable terms in the spring. He expects the window for a ceasefire to open around spring 2027. He sees the likely terms as Russia taking the Donbas, with Putin wanting veto power over who runs Ukraine, and says Ukraine may be exhausted enough to accept.

    “The Russian asking price for a deal has gone up because they think they can win... And then they will revisit in the spring on those more favorable Russian terms.”at 46:27

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  • Michael Every · Rabobank

    Russia's jet-powered Iranian-design drones are outpacing Ukrainian interceptors, so Ukraine cannot match Russian strikes.

    The drones now striking Ukraine were originally an Iranian design. Russia has improved them and added jet engines, making them much faster than Ukrainian drone interceptors. Russia is hitting Ukraine hard and Ukraine has no matching response at the moment. Michael also suggests these Russian-engined drones may return to Iran to be fired at US, Israeli and other forces in the region, which shows deep Russia–Iran military collaboration.

    “The drones, are currently striking Ukraine, are originally an Iranian design. The Russians have improved them and put jet engines on them, and then are much faster than Ukrainian drone interceptors.”at 20:32

    MacroVoices: MacroVoices #551 Michael Every: Decoding The Global Geopolitical Puzzle (Part 2) ·

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Chorus reports what speakers said. It isn't investment advice.