The special military operation in Ukraine is not about Ukraine. It was never about Ukraine. The Russians have been telling everyone this from the start, but the media refuses to report the truth about the nature and scale of the conflict.
The world has entered an era of major transformation. In that sense, the narrow focus is – will they reach an agreement on Ukraine? No. Every time you think about that, you have to recall how it all started, why it is like this, how wrongly the world is structured, how important it is for Russia to insist on its interests, why the European bureaucracy itself cannot accept that, because otherwise that would mean the end of both it and the political class of many countries. Why can’t this conflict stop? Because it can’t be settled. Someone has to win. Just as with the US and Iran (which, incidentally, is a much more local conflict) – it is impossible to agree, there can be no deal. There can only be some movement in which one of the sides explicitly or implicitly recognizes its defeat. It may not be total defeat, but at least at some stage one side wins and the other side does not recognize it. Such a process will last a long time, but in the end there will still be some de facto consolidation of the results of this conflict. Not a negotiated one, unfortunately, but a factual one. Diplomats may formalize such a conclusion, or they may not. Frankly, that is no longer important.
When we talk about Russia-US negotiations on Ukraine, there are two extremes, and both miss the essence. Yes, we are negotiating, and we constantly demonstrate that Russia and the US have nothing to fight over. We are ready to coexist with the US on the same globe. That is exactly why Putin says: “Of course, Kushner and Witkoff are welcome guests, come. What else should we show you from Moscow’s kitchen?” You see, the US cannot conduct negotiations on Ukraine because it cannot force either Kiev, London, or Brussels to accept Russia’s reasonable demands. And how are they going to pressure Russia? I think the Trump administration more or less understands that it is pointless. So what kind of negotiations on Ukraine can there be?
As I said back in 2022, we’re already in WWIII. It’s not as dramatic as WWII or as violent on the battlefield as WWI, because the grounds being contested are more abstract than material. Right now, the most significant front is the Strait of Hormuz, which has serious ramifications for Venezuela and Canada due to the global importance of oil. But there is no violence on the second front, which is China, Taiwan, and Japan, and the real question is the destiny of the latter.
Taiwan island is already lost to China. Its fate, already obvious, was absolutely sealed with the defeat of the US Navy by Yemen and Iran. A navy that cannot impose its will on third- and fifth-rate coastal powers cannot hope to contest the will of a primary regional power in its own sphere of influence. Everyone understands this, even though the Chinese are too polite and the Americans are too embarrassed to admit it in public.
The real question is when Japan will throw off its occupation by the USA, which will probably require some sort of mutual assistance arrangement with China. The US military does not give up its bases easily, as the Philippines, the Europeans, and the Iraqis have learned, but it will give them up under pressure. And only the Chinese can provide the Japanese with the amount of pressure they will require to free themselves from the financial servitude under which they have labored, at great and increasing cost to their nation, for the last 70 years.
So that’s the big event that I think will make this global transformation undeniable even to those who still think nothing has changed and we are still living in the post-WWII era. An agreement of some sort between China and Japan, followed by a US withdrawal from its bases in the Home Islands and Okinawa.
On a related note, my guess about the recent visits to Moscow by the CIA Director and the senior negotiators is that Russia and the USA are in the process of reaching an agreement concerning what Russia will be permitted to do to defend itself against the UK and German logistical support for Ukrainian attacks without the USA agreeing to accept those states’ subsequent attempts to invoke NATO Article 5. Note that the USA has absolutely no obligation to take part in any so-called “collective self-defense,” only “such action as it deems necessary.”
The Russian embassy in Berlin has stated “From this point forward, facilities in Germany that house long-range (weapons) systems (being used by Ukraine to attack Russia) will be considered legitimate targets. This comes as German Chancellor Merz this week showcased factories in Germany that hope to produce 5,000 attack drones per month for Ukraine, to make long-range-strikes into Russia. As most people would probably guess, the very first time Russia hits a factory inside Germany, the country of Germany will attempt to invoke Article 5 of the NATO Treaty, “Collective Self Defense.”

