Geopolitical Landscape - A summit between President Trump and President Putin took place amidst the ongoing war in Ukraine, which has lasted nearly three and a half years and resulted in approximately 1500000 casualties [2][3] - The summit aimed to pursue peace, with discussions potentially involving Ukrainian territory [3][5] - Despite the summit, Russia launched deadly attacks across Ukraine, while Ukraine also struck an apartment building on the border with Russia [6][7] Diplomatic Engagement - President Trump expressed a desire for a ceasefire and hinted at Ukrainian territory being on the bargaining table [4][5] - President Trump plans to consult with NATO and Ukrainian President Zalinsky regarding the summit's outcome [8] - Both leaders acknowledged progress in the meeting, but emphasized that a final agreement has not yet been reached [7][8] Potential Future Developments - A second meeting, potentially including Ukrainian President Zalinsky, is being considered [5][6] - Moscow is being considered as a potential location for the next meeting [8][9]

Welcome back. We're watching the highstakes summit between President Trump and President Putin in Alaska today. The two leaders talking about the path to ending the war in Ukraine.Let's bring in former US Ambassador to NATO Kurt Vulkar, who also served as President Trump's special representative for Ukraine negotiations during Mr. . Trump's first term. Ambassador, thank you so much for joining us.We really appreciate it. >> It's a pleasure to be with you. Thank you.>> Well, it is wonderful to have you here. ...

Geopolitical Strategy - The subject is described as meeting with an adversary, not a friend [1] - The adversary is perceived as wanting the destruction of the United States and the Western Alliance [2] - The discussion revolves around ending a war where Putin is the aggressor [2] - A desirable outcome involves a ceasefire, no exchange of territory, and Putin withdrawing from seized territory [2] Potential Recognition - If President Trump were to architect a solution leading to the above outcome, he would be nominated for a Nobel Peace Prize [3]

Geopolitical Impact - Potential Russia-Ukraine ceasefire could be bullish for the markets [1] Market Sentiment - The market is awaiting the outcome of the Trump-Putin meeting [1]

Well, let's get reaction to this historic meeting between Trump and Putin. Joining us now in an exclusive interview is Mark Esper, former defense secretary. Uh, Secretary Esper, it's great to have you back on the show.Welcome. >> Great to be back, Morgan. Thank you.>> So, let's start right there because this is Putin's first time in Alaska. It's also his first time in American soil since 2015. What is the significance of this meeting and the expectations that we should have here.Well, the world's holding it ...

We have Richard Angel coming to us from Ukraine. Richard, watching the meeting between the two men, the warm handshake, um the jovial encounter, the laughing from Vladimir Putin, the let it go. How does that look from Ukraine.>> Well, Ukrainians feel very powerless at this moment. They're feeling very anxious about this meeting and uh they're not going to like what they're seeing right now because the future of this country is on the line. Uh they they talk they're potentially talking about a a ceasefire. U ...

A reminder, this is Vladimir Putin's first time in the United States on US soil in about a decade. We understand the two leaders have not met in quite some time face to face. They have had several conversations. They have met in passing.This face to face though will be the longest they've met since that Helsinki summit we saw in that news conference that made so many headlines. It looks like President Trump is waiting for Vladimir Putin here to greet him. The leader of the United States, the leader of Russi ...

Sorry, President Trump has now emerged from Air Force One. Um, we think that Vladimir Putin might emerge at roughly the same time. So, we'll watch them as they they take the steps to meet, but please do go on.Ambassador Piper. >> Yeah. Yeah.If he can bring uh Putin to agree to a trilateral meeting that includes Ukrainian President Sinsky, that would be a big win. If he can get Putin to agree to an unconditional general ceasefire, that would be a win. But beyond that, I think Ukrainians would be nervous if h ...

I'd like to welcome in the Brookings Institution, uh, the director of foreign policy research, Michael O'Hanlin, who is with us. And Michael, it's good to have you with us as they make their way towards the stage here. You can speak to the fact that we've literally rolled out the red carpet in a way that some said we should not have.Yeah, I think it's fine as long as President Trump remembers what he seems to have concluded these last few months that this war was started by Russia, that this war is being su ...

Geopolitics and Sanctions - The report suggests that current sanctions under President Biden were designed to help Putin sell oil [1] - President Biden allegedly asked India to import Russian oil to prevent oil prices from staying at $127 per barrel after Russia's invasion of Ukraine [2] - The US attempted to limit Russia's revenue through a price cap mechanism, enabling Russian oil to flow to India and China to keep US gasoline prices low [3][4] - President Trump has threatened to sanction India if they continue importing Russian oil [4] - The best-case scenario involves a ceasefire between Putin and Zelensky, potentially leading to the removal of European sanctions on Russia [7][8] - Europe has heavy sanctions, and new European sanctions are coming on refined products from Russian crude [8] Oil Market Dynamics - Shale oil production is reportedly declining [5] - The market is skeptical about disruption risk and sanctions, and is priced for de-escalation [9] - If the meeting fails and sanctions are implemented, the president will need to calibrate them to coincide with a loosening in global oil fundamentals to avoid sending oil prices up [5] - If Russian barrels are lost and crude oil prices rise above $100 again, shale oil cannot simply pump more to compensate [4]