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Ukraine Debacle & US Escalation Options: Black Sea, Tomahawks, Taurus
The US and European leadership are not seeking a genuine peace but a temporary truce to rearm and continue the war, while the Trump administration has failed to disengage despite having the opportunity to do so.
Briefed in the Geopolitics edition of Wednesday, 23 September 2026
What was discussed
Ukraine's massive drone strike on Moscow0:45
- Alexander Mercourisassertion
Ukraine launched up to two thousand drones and missiles against Moscow, but the results were minimal relative to the high cost.
- Alexander Mercourisopinion
The attack was primarily a public relations exercise that failed to disrupt the election or cause significant damage.
Ukrainian military setbacks and troop encirclements5:33
- Alexander Mercourisassertion
Ukrainian forces are trapped in Orikhov, Dobropillia, and Kharkiv, with Donald Tusk admitting losses of twenty-seven thousand men per month. The situation on the front lines is terrible and Ukrainian troops are being encircled and suffering heavy casualties.
Biletsky's offensive in the Liman area6:11
- Alexander Mercourisassertion
Andriy Biletsky's Azov forces are conducting a private offensive in Liman that has achieved minimal gains with high losses.
- Alexander Mercourisopinion
Biletsky's move is a PR operation that has drawn Ukrainian troops out of strong fortifications into the open, making them vulnerable to Russian destruction.
Western and Ukrainian leadership rejecting peace10:34
- Alexander Mercourisassertion
Ukrainian and European leaders are not serious about peace negotiations and instead seek a temporary truce to rearm and continue the war. Figures like Yulia Mendel are sanctioned for discussing peace, while European officials want a reset rather than a long-term solution.
US and Russian elite views on war outcome14:15
- Alexander Mercourisassertion
Well-connected Americans and Russian elites agree the conflict must end with a Russian victory, and the US will try to escalate to save Project Ukraine.
- Alexander Mercourisspeculation
The CIA and Ratcliffe are driving the conflict and the US will attempt to reverse losses despite lacking capabilities.
Potential US escalation options in the Black Sea16:33
- Alexander Mercourisspeculation
The US might lean on Turkey to allow American warships into the Black Sea or pressure Germany to provide Taurus missiles as escalation options.
- Alexander Mercourisopinion
These moves would be massively escalatory and dangerous, though they would not change the war's outcome.
Trump administration's foreign policy failure18:42
- Alexander Mercourisopinion
The Trump administration has mishandled the conflict by failing to walk away and make a deal with Russia when it was easy.
- Alexander Mercourisassertion
The US could still disengage but the administration and CIA feel it is impossible to do so now.
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