Bloomberg Surveillance · Friday, September 25, 2026
Analysts discuss the evolving military strategy in the Ukraine conflict, noting that Ukraine's attack weapons are increasingly 'homegrown.' There's a perception that the U.S. messaging on support is mixed, and diesel prices are now seen as a primary driver of the market. This situation is prompting calls for increased pressure on Russia and a re-evaluation of global energy dependence.
“It's, you know, at one side, if you asked our generals and admirals what Ukraine should do when they were invaded on day one, hit Russian infrastructure, hit Russian train lines, all these things, and we didn't allow them to do that. So they're finally freeing up and doing some of this.”
“One thing that I think is really interesting and kind of nuanced is the attack weapons that Ukraine is using are really almost homegrown at this stage, right? So they're not relying on the U.S. weaponry as much for the attack.”
“And is diesel now driving everything rather than Russia, Ukraine? I think that's probably a bit unfortunate. We would like to see, I think, more pressure put on Russia and Russia come back to the table to get Ukraine.”