The EU and the US are offering Ukraine an $800B “prosperity” plan: long-term public funding plus private capital, fast-tracked EU membership, and US firms as anchor investors.
But the entire plan depends on a ceasefire and security guarantees that do not yet exist — Politico. 1/
The proposal is a 10-year roadmap to 2040, with a 100-day launch phase.
It is meant to move Ukraine from emergency aid to self-sustaining growth and assumes security guarantees already exist. It is explicitly not a military plan. 2/
The EU, US, IMF, and World Bank aim to mobilize at least $500B in public and private capital.
The European Commission alone plans €100B in budget support after 2028, designed to unlock over €200B in total investment. 3/
Chrystia Freeland: For 4 years we’ve focused on Ukraine as the virtuous victim.
This will be the year we pivot to seeing Ukrainians as a strong ally: Europe’s military shield and arsenal who know modern war and how to build its weapons. 1/
Freeland on Ukraine-Russia talks: The ball is in Putin’s court.
The Ukrainians, the Americans, and the Europeans are all pretty much on the same page. That’s a remarkable outcome, given how rocky the path has been. 2/
Freeland: Ukraine is a huge economic opportunity. Companies are already investing, especially in defense tech.
One investor called defense tech “Ukraine’s oil”: what oil has been to the Gulf States, defense technology will be to Ukraine — now, and even more after the war. 3/
Hoffman on Russia's invitation to the Peace Board: Russia started the most destructive land war in Europe since WW2. They brought in ally Belarus, who would sabotage peace deals.
Russia’s targeting civilians with drones and missiles and has never shown any interest in peace. 1/
Hoffman: I respectfully disagree there's progress. Russia wants to delay US imposition of further sanctions crippling their wartime economy.
We have not seen any indication that Russia is interested in taking a step for peace forward. Ukraine is ready for peace. 2/
Hoffman on Greenland deal: Analysts will compare the agreement to 1951 treaty with Denmark.
There is investment opportunity, rare earth minerals, and strategic interest in Greenland. The question is whether the president had to go as far as he did. 3/
Louis Mosley, Palantir's UK head: Zelenskyy made us a very compelling offer.
He painted this picture of a Ukraine that would be like the Israel of Europe, surrounded by a country that desired to wipe it off the map. This was going to be a generational struggle. 1/
Louis Mosley: Ukraine wanted our software and the opportunity to make a difference and do the right thing.
Alex [Karp] said yes, and it began as an entirely philanthropic endeavor. That vision that Zelenskyy had started to come true. 2/
Louis Mosley: As we're moving into this era of more and more autonomy on the battlefield, that requires AI at the edge on drones.
The AI needs to be trained on real data, this library, this data room. Ukraine's is completely unique in the world. 3X
Ukrainian pilot "Yellow Tail": We climb up to 4km near the front line to drop bombs, then rapidly go down with high velocity. Every pilot has 2-10 missiles shot at him.
Russians shoot with Su-35 or S-400. After the flight you think it was very hard, but thank god it's okay. 1/
Yellow Tail: For MiG-29, it's a big challenge to shoot down Shahed drones. For plane which flies 10km away it's like a little point.
Russians launch Shaheds at altitude of 1000-3000m. They mix with the decoy Shaheds. 2/
Yellow Tail: The most challenging is when you have 1,000 Shaheds against you, but you have no more than 50 aircrafts, less air defense systems.
That's why we need more air defense. Thank you American and European government who gave us this air defense system and aircraft. 3X
Russia forces primary school children in occupied Crimea to weave camouflage nets and make candles for the Russian army.
It was shown on Russian state TV. In Kurmansky district, kids are made to do this during school breaks and even class time — Suspilne. 1/
Children explain on camera that the nets will be sent to the front to hide Russian military equipment.
Some pupils are filmed in cadet-style military uniforms while doing this work. 2/
This is a direct violation of international humanitarian law, which bans an occupying power from militarizing education or using schools for military propaganda. 3X