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Trump’s Ukraine Dilemma: Why Walking Away Won’t Solve the Conflict

by Team Lumida
May 23, 2025
in Macro
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Trump’s Ukraine Dilemma: Why Walking Away Won’t Solve the Conflict
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Key Takeaways:

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  • President Trump’s attempts to broker peace in Ukraine have faltered, with his approach favoring direct talks with Putin yielding no meaningful progress.
  • Trump’s misdiagnosis of the conflict as Ukrainian intransigence, rather than Putin’s refusal to allow Ukraine’s independence, has undermined his strategy.
  • A sustainable resolution requires continued Western military aid, sanctions on Russia, and robust security guarantees for Ukraine—steps Trump has been reluctant to take.
  • Disengaging from Ukraine risks a protracted conflict or outright Ukrainian defeat, which could lead to strategic and humanitarian consequences that haunt Trump’s presidency.

What Happened?

President Trump’s efforts to end the Ukraine war have reached a critical juncture. After fruitless negotiations earlier this month, Trump endorsed direct peace talks with Russian President Vladimir Putin, despite Putin’s refusal to engage seriously. The result was a vague agreement to seek an agreement, with no substantive progress.

Trump’s approach has been shaped by two flawed assumptions: that Ukraine’s resistance is the primary obstacle to peace, and that Putin is open to compromise. In reality, Putin’s strategy involves grinding down Ukraine’s forces while stalling U.S. military aid through superficial negotiations.

Meanwhile, Ukraine and its European allies have proposed a ceasefire backed by sanctions on Russia, but Trump’s reluctance to fully commit to Ukraine has left the West’s response fragmented.


Why It Matters?

Trump’s ambivalence toward Ukraine and NATO complicates efforts to counter Putin’s aggression. A disengaged U.S. risks emboldening Russia, undermining European security, and destabilizing the global order.

A robust Western strategy—sustained military aid, severe sanctions, and security guarantees—is essential to convincing Putin that he cannot outlast his adversaries. However, Trump’s focus on economic deals with Russia and his reluctance to escalate U.S. involvement make such a strategy unlikely.

Walking away from Ukraine could lead to a slow erosion of its position, culminating in a Russian victory or a forced peace that leaves Ukraine dismembered and demilitarized. This outcome would echo the strategic and humanitarian failures of Afghanistan, damaging U.S. credibility and Trump’s legacy.


What’s Next?

To avoid a prolonged conflict or Ukrainian defeat, the U.S. must commit to a comprehensive strategy that includes:

  • Sustaining military aid to Ukraine, particularly in air defense and long-range strike capabilities.
  • Imposing “bone-crushing” sanctions on Russia, including targeting its oil exports.
  • Providing financial support to Ukraine by seizing Russia’s frozen assets.
  • Strengthening NATO and offering security guarantees to Ukraine.

For Trump, this would require a significant pivot—embracing a cause he has long criticized and taking ownership of a conflict he has sought to distance himself from. Without such a shift, the Ukraine war may become a defining challenge of his presidency, with consequences that extend far beyond the battlefield.

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© 2025 Lumida Wealth Management LLC is an SEC registered investment adviser. Privacy Policy. Cookies Policy.
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Lumida Wealth Management LLC (‘Lumida”) is an SEC registered investment adviser. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability.

Lumida's website (referred to herein as the "Website") is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of the Website on the Internet should not be construed by any client and/or prospective client Lumida’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet.

Any subsequent, direct communication by Lumida with a prospective client will be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides.

‍Lead Capture Forms: By submitting your contact information in the forms on this site, you are not obligated to invest in Lumida's product or services.
‍Address: Lumida Wealth Management, 25 W 39th Street Suite 700, New York, NY 10018