Thursday, December 11, 2025

Report: Trump’s "Economic Yalta" Plan Proposes US Investment in Russia and Restoration of Energy Flows

CaliToday (11/12/2025): President Donald Trump’s emerging peace framework for Ukraine reportedly envisions a radical reshaping of the post-war economic order, proposing the restoration of Russian energy supplies to Europe and significant American investment in Russian resources, according to a report by The Wall Street Journal.

Plan Proposes US Investment in Russia

The ambitious economic roadmap, which outlines a transactional approach to ending the conflict, suggests that peace may be forged not just through territory, but through the reopening of global markets and the strategic utilization of frozen assets.

A "Grand Bargain" on Energy and Resources

According to the report, the details are contained within an annex of peace proposals recently circulated among European partners. The plan outlines a scenario where US corporations would invest heavily in Russia's strategic sectors, specifically targeting the mining of rare earth minerals and the expansion of oil drilling operations in the Arctic.

Simultaneously, the plan calls for the normalization of Russian energy exports. If implemented, this would see the restoration of Russian oil and gas flows to Western Europe and global markets, effectively dismantling a key pillar of the sanctions regime established since the invasion began.

The Zaporizhzhia Tech Hub and Frozen Assets

In a complex financial maneuver, the plan addresses the approximately $200 billion in frozen Russian sovereign assets. Rather than a direct handover, the proposal envisions US financial firms and businesses utilizing these funds to underwrite massive reconstruction and development projects inside Ukraine.

Most notably, the plan proposes the construction of a massive new data center in Ukraine. In a detail that underscores the geopolitical complexity of the proposal, this facility would be powered by the Zaporizhzhia Nuclear Power Plant Europe’s largest nuclear facility, which is currently occupied by Russian military forces.

Echoes of 1945

The scope of the proposal has drawn stark historical comparisons from diplomats reviewing the documents. The Wall Street Journal cited an unnamed European official who likened the proposed US-Russia energy and investment deals to an "economic version of the Yalta Conference of 1945."

The reference points to the historic summit where the United States, the Soviet Union, and Great Britain convened to reorganize Europe and divide spheres of influence following World War II.

Background

The proposal comes as the war in Ukraine grinds toward another winter. Russia launched its full-scale invasion in February 2022, escalating a conflict that had been simmering since 2014 between Ukrainian forces and Russian-backed separatists in the Donbas regions of Donetsk and Luhansk.

While neither the White House nor the Kremlin has officially adopted these specific economic terms, the leak suggests that the Trump administration is prioritizing high-stakes economic integration as a lever to bring Moscow to the negotiating table.


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