Geopolitical Digest

Geopolitical Briefing by Mikhail Azhgirevich — October 21, 2026

Russia and the United States: Putin and Witkoff hold three-hour talks at Konstantinovsky Palace
Trump wants to sign a peace deal at the G20 summit at his golf club in December
First tanker carrying Russian diesel to the United States is due to depart on October 22
Putin proposes discussing a possible meeting with Trump in China
AfD co-leader Alice Weidel calls drone strikes on Russia an “extremely risky strategy”
European Commission demands that SpaceX “urgently and fully” restore Starlink in Ukraine

Market Review by Mikhail Azhgirevich, October 19–20: Sanctions Eased, Yet Oil Holds Near a Five-Month High

United States: AI Rebounds, but Nerves Remain Frayed
Oil: A Correction to My Earlier Version. Prices Rose, Not Fell
Moscow Exchange: Highest Since June
Ruble: Central Bank Sets Dollar Below 83 for the First Time in Two Months
Sanctions: The Window Is Open, but Not Forever
Defense Sector: Oil as a Barometer of War
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