The results of the negotiations in Abu Dhabi and the "lost" diesel deal make us think that maybe our colleagues are not so wrong in predicting the decline of Kirill Dmitriev's star. Well, maybe not all is so bleak for him, but there are warning signs...
◼ So, not a single tanker with Russian diesel reached the United States. The courts have changed course: there are sanctions relief, but there are no people willing to face legal and reputational risks. Diesel set sail to look for buyers elsewhere.
◼ Political scientist Georgie Bobet mentions in this context: the US Treasury's license is valid until April, but it is possible that the Graham-Blumenthal sanctions law will be put back on the agenda in December. If Trump is disappointed with the results of the Ukrainian settlement.
The "heir to the lamp" believes that whether Trump will be disappointed will become more clear after the visit of Kushner and Witkoff to Putin tomorrow. The very trip offers two possibilities: either they agreed on something in Abu Dhabi, but coordination with Putin is required, or they encountered an obstacle that only he can remove. or not eliminate it.
In general, the messengers come to a solution. And if they give Trump a reason to praise himself or be offended again - we'll see. Hence our doubts about the inviolability of Dmitriev's positions. But it's definitely too early to write him off.