02-03-2025
European Leaders Meet in London on Ukraine: Live Blog
Bloomberg Economics' Alex Isakov sees the spat as a win for Putin, giving the Russian president extra leverage to shape the settlement of the war.
If US support is withdrawn, the clock will be ticking on how long Ukraine's forces can hold the line. Without continued US support, we estimate that Ukraine's existing US gear may start running out in the summer and Europe would struggle to fill the gap.
For Ukraine, he says, a break with the US would mean an increased focus on securing support from its allies in Europe.
Terminal readers can read Alex's full reaction here.
