Ukraine and the United States issued a joint statement after talks in Saudi Arabia on Tuesday, announcing that Ukraine has agreed to accept the United States' proposal for an immediate 30 day ceasefire. In exchange, the United States will resume military aid and intelligence sharing to Ukraine. The ultimate implementation of this proposal now depends on Russia's response.

1. Specific content of the ceasefire proposal:

Ukraine agrees to accept the proposal of the United States to immediately cease fire for 30 days in the conflict with Russia. In exchange, the United States will resume military aid and intelligence sharing to Ukraine.

US Secretary of State Rubio stated that this proposal will be submitted to Russia and called on Moscow to respond as soon as possible in order to enter the second phase of actual negotiations.

2. Russia's position and challenges:

Russian President Putin expressed willingness to discuss a peace agreement, but ruled out the possibility of territorial concessions and demanded that Ukraine fully withdraw its troops from the four regions claimed by Russia to be sovereign.

Moscow's response is still unclear, which becomes a key variable in whether the ceasefire proposal can be implemented.

3. Ukraine's response and security measures:

Ukrainian President Zelensky called the ceasefire proposal "positive" and emphasized that it covers the front lines of the conflict, not just air and sea battles.

Zelensky's senior aide revealed that the two sides discussed a plan to provide security guarantees to Ukraine, which is one of Kiev's main goals. Some European countries have expressed their willingness to explore the dispatch of peacekeeping forces.

4. Other collaborations and future plans:

The United States and Ukraine have also agreed to reach a comprehensive agreement on the development of Ukraine's key mineral resources as soon as possible, which was previously stalled due to the dispute between Trump and Zelensky.

US National Security Advisor Waltz stated that the resumption of military aid to Ukraine will mainly come from equipment in the US arsenal.

5. Regional situation and escalation of conflicts:

Ukraine launched its largest drone attack on Moscow and its surrounding areas overnight, demonstrating Kiev's ability to respond to a major strike from Russia.

This action highlights the complexity of the conflict and the urgency of a ceasefire.

Summary:

Ukraine's acceptance of the US ceasefire proposal has brought new hope for ending the conflict with Russia. However, the ultimate implementation of this proposal depends on Russia's response. Although Ukraine and the United States have reached agreements on ceasefire, security guarantees, and resource development, Moscow's attitude remains a key variable. In the coming days, the international community will closely monitor Russia's response and whether the ceasefire proposal can pave the way for genuine peace negotiations.

If Ukraine accepts the ceasefire proposal and receives a positive response from Russia, geopolitical risks will be significantly reduced, which will weaken the attractiveness of gold as a safe haven asset and may lead to pressure on gold prices; In addition, the tension between Russia and the West may ease, reducing the risk of energy supply disruptions and putting pressure on oil prices. The market needs to closely monitor Russia's response and the subsequent development of ceasefire negotiations.