World January 27, 2026

U.S. Signals Security Promises for Ukraine May Require Donbas Concessions, Report Says

Washington reportedly conditions guarantees and additional arms on a peace deal that would likely cede control of parts of eastern Ukraine

By Leila Farooq
U.S. Signals Security Promises for Ukraine May Require Donbas Concessions, Report Says

A report says U.S. officials have indicated that formal security guarantees for Ukraine hinge on a peace agreement that would likely require Kyiv to relinquish control of the Donbas. Washington has also reportedly tied further arms deliveries to Ukrainian withdrawal from areas it currently controls in the east. Kyiv maintains it wants guarantees secured before making territorial concessions, while U.S. and Kremlin statements emphasize different roles and priorities in reaching a settlement.

Key Points

  • U.S. officials have reportedly linked security guarantees for Ukraine to a peace deal likely requiring cession of the Donbas, citing eight people familiar with the talks - sectors impacted include defense and international diplomacy.
  • Washington has reportedly suggested it could provide more weapons for Ukraine's peacetime army if Kyiv withdraws from parts of the eastern region it controls - this affects defense procurement and military suppliers.
  • Kyiv insists on securing guarantees before conceding territory, while U.S. statements emphasize mediation and the need for both sides to agree to any peace deal - implications extend to geopolitical risk and market reactions in regional trade and energy sectors.

Jan 27 - U.S. officials have reportedly signalled to Kyiv that formal security guarantees may be contingent on Ukraine accepting a peace agreement likely requiring it to cede the Donbas region to Russia, according to a report that cited eight people familiar with the discussions.

The same report said Washington has indicated it could supply Ukraine with additional weapons to bolster its peacetime military if Kyiv agrees to pull back forces from the portions of the eastern region that it currently controls.

The account could not be immediately verified. The White House did not immediately respond to a request for comment.

Ukrainian President Volodymyr Zelenskiy said on Sunday that a U.S. document laying out security guarantees for Ukraine was "100% ready" and that Kyiv is waiting to be told where and when it can be signed. Zelenskiy has repeatedly insisted that any pact to end the war must respect Ukraine's territorial integrity.

According to the report, Ukraine is growing uncertain about whether Washington will follow through on security guarantees. A senior Ukrainian official told the report that the U.S. "stops each time the security guarantees can be signed." Kyiv, the official said, wants any guarantees confirmed before it concedes territory.

By contrast, the report said U.S. officials believe Ukraine must give up the Donbas for the war to end, and that Washington is not pressing Russian President Vladimir Putin to abandon that demand.

Responding to the assertions, Anna Kelly, the deputy White House press secretary, said: "This is totally false - the US’s only role in the peacemaking process is to bring both sides together to make a deal."

A person familiar with the U.S. position told the report that Washington was "not trying to force any territorial concessions upon Ukraine," and added that security guarantees would be conditional on both sides agreeing to a peace deal.

The Kremlin said on Monday that the question of territory remains fundamental to any agreement to halt hostilities, the TASS news agency reported following weekend talks in Abu Dhabi.


Context in the report highlights a complex bargaining dynamic: Kyiv seeks binding assurances before any territorial compromises, while reported U.S. messaging links those assurances to the content of a peace settlement that appears to presume Donbas concessions. Official statements cited in response emphasize mediation roles and the need for mutual agreement to any final deal.

Risks

  • Uncertainty over U.S. commitment to security guarantees could prolong negotiation timelines and maintain heightened geopolitical risk - impacting defense contractors and broader investor sentiment.
  • Pressure to cede territory in the Donbas as a condition for peace may undermine Ukraine's stated requirement to uphold territorial integrity, creating political and diplomatic instability with potential market and regional trade consequences.
  • Conflicting public statements and the inability to immediately verify reports raise the risk of miscommunication between Kyiv, Washington, and Moscow, which could affect defense procurement planning and regional energy and commodity markets.

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