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Out of Money, Out of Missiles: Zelensky Exit Plan as Trump Faces Ukraine Defeat
The West is experiencing a slow-motion collapse in Ukraine characterized by military defeats, financial insolvency, and delusional policy-making, leading to inevitable Russian victory and a chaotic endgame for Zelensky.
Briefed in the Geopolitics edition of Saturday, 05 September 2026
What was discussed
European escalation and hybrid war narrative3:29
- Alexander Mercourisassertion
The madness in the West is a product of the gathering slow-motion collapse on the front lines, in the sky, and in the economy.
- Alexander Mercourisopinion
The narrative that Russia is losing in Ukraine while simultaneously being desperate enough to attack Europe makes no logical sense.
Zelensky's UN appeal to close Russian airspace6:14
- Alexander Mercourisopinion
Zelensky's demands to close Russian airspace and the Rassvet satellite system are absurd and impossible for international agencies to enforce.
Ukraine's financial crisis and European funding8:57
- Alexander Mercourisassertion
The 90 billion euro loan does not properly exist because the bonds were never placed on financial markets. European governments are facing increasing budgetary problems and do not have the money to hand to Zelensky. Even if the money were provided, there are no interceptors or Patriot missiles available for Ukraine to buy.
Trump's demand for European repayment12:28
- Alexander Mercourisspeculation
Trump will likely demand around 350 billion from Europe for weapons provided to Ukraine.
- Alexander Mercourisopinion
Trump is lowballing the actual amount the US spent on Ukraine during the Biden administration.
- Alexander Mercourisassertion
The European bonds were supposed to be repaid when Russia was defeated, meaning they would never be repaid.
Russian strikes on Ukrainian railways and Kiev17:09
- Alexander Mercourisassertion
Russia is getting closer to cutting off Kiev by destroying locomotives and attacking the railway system.
- Alexander Mercourisspeculation
If rail links are closed, Russia might open road links for diplomats but will likely not provide safe passage to Zelensky.
Failed Ukrainian drone strike on Moscow22:36
- Alexander Mercourisassertion
The drone strike was intended to close Moscow airports temporarily to validate Zelensky's warnings about unsafe airspace. Russian air defenses were so well organized that no drones got through, resulting in a costly failure.
CIA misinformation and Trump administration dynamics27:49
- Alexander Mercourisopinion
CIA Director Ratcliffe is delusional and misinformed, sourcing intelligence from unreliable Telegram channels.
- Alexander Mercourisassertion
Rational advisors are leaving the administration while hardliners have won internal battles and shaped policy.
Zelensky's political security and coup risks32:58
- Alexander Mercourisassertion
Zelensky is politically secure for now because Europeans back him and the SBU is intensely loyal.
- Alexander Mercourisspeculation
If Azov forces are trapped, Biletsky might escape encirclement and launch a coup against Zelensky.
Zelensky's escape plan and government in exile36:38
- Alexander Mercourisspeculation
Zelensky plans to escape to the west and set up a government in exile, probably in France.
- Alexander Mercourisassertion
Europeans will support a government in exile because it provides a good income and revenue stream.
- Alexander Mercourisspeculation
The conflict will not end with a Russian breakthrough but will continue through assassinations and dirty war tactics.
Every episode of The Duran Podcast, briefed the morning after, with up to nine more shows in one daily email.
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