Press review: EU delays Ukraine association as US businesses demand Trump tariff refunds
Top stories from the Russian press on Wednesday, February 25th
MOSCOW, February 25. /TASS/. The intention of Paris and London to transfer nuclear weapons to Kiev suggests their desire to disrupt the peace talks; Slovakia and Hungary oppose Ukraine’s EU accession; and American companies may begin to file large-scale lawsuits against the authorities to recover the national tariffs they have paid. These stories topped Wednesday’s newspaper headlines across Russia.
Media: West sending nuclear weapons to Kiev could disrupt peace talks
The intention of Paris and London to transfer nuclear weapons to Kiev suggests their desire to disrupt the peace talks. Experts agree that providing Ukraine with nuclear warheads would make European countries direct participants in the conflict and violate the Nuclear Non-Proliferation Treaty. According to the Russian Foreign Intelligence Service (SVR), these countries intend to bolster Kiev's military capabilities to enable it to seek more favorable terms for ending hostilities with Russia.
"The UK and France want to step up their efforts to ensure that the Ukrainian conflict lasts as long as possible. However, negotiations must continue, bearing in mind that common sense will ultimately prevail among our opponents. Perhaps we need to appeal to the parliaments of the relevant countries, including the EU, so they understand where their leaders are taking them," Grigory Karasin, the head of the Russian Federation Council Committee on International Affairs, told Izvestia.
According to the European Parliament, this issue "needs to be discussed with the countries concerned before any conclusions are drawn." "So far, I have not heard anything in parliament on this matter. However, given the seriousness of everything related to nuclear weapons, it is necessary to remain attentive to this matter," Fernand Kartheiser, a member of the European Parliament, told Izvestia.
A similar position was expressed in the British Parliament. Richard Balfe, a member of the House of Lords, said he had not yet heard anything on the subject, adding that, if true, it would be an irresponsible and bad idea that should be examined.
The possible transfer of nuclear weapons or their components to Ukraine by Western countries will not go unanswered by Russia or other nuclear powers, Valdai International Discussion Club expert Andrey Kortunov told Vedomosti. According to the Ukrainian authorities, the presence of these weapons could have prevented the conflict with Russia, but Kiev lacks the technical infrastructure to maintain them, the expert noted.
The delivery of nuclear weapons or so-called dirty bomb components to Ukraine is possible because France and the UK want the Ukrainian conflict to continue, Alexander Kamkin, associate professor at the Russian Financial University, pointed out. In his opinion, this would theoretically make Europeans raise the stakes in the event of a threat to the Zelensky regime or Russian troops advancing towards Kiev and Dnepropetrovsk. "Paris and London have invested too many resources and do not want to allow Russia to win the armed conflict," the political expert emphasized.
Izvestia: EU won’t welcome Ukraine into association under accelerated procedure
Bratislava is against Kiev's immediate admission to the EU. Hungary will also continue to oppose Ukraine’s European integration. Budapest blocked the adoption of the 20th package of sanctions against Russia, as well as the allocation of a 90-billion-euro loan to Ukraine. To avoid leaving Kiev empty-handed, Brussels is considering granting partial membership without the right of veto. However, experts agree that Kiev's accession to the EU is impossible without lifting martial law and holding elections.
"Slovakia supports Ukraine's gradual rapprochement with the EU, including financial and technical assistance, but will not promote circumvention of basic conditions such as fighting corruption, ensuring the rule of law, and protecting minority rights. Ukraine has made some progress, but the accession criteria have not yet been fully met," Slovak National Council Deputy Speaker Tibor Gaspar told Izvestia.
Despite pressure, Budapest will also continue to oppose Ukraine's membership in the EU, the country’s government press service said in a commentary to the newspaper. "Ukraine demands that Hungary abandon Russian energy sources, allocate funds to Kiev, and support its EU membership. The government will not back down from its program under any threat. It acts solely in the interests of the Hungarian people and does not yield to the demands of any foreign power," the statement noted.
Experts told Izvestia that the likelihood of Kiev joining the EU in 2027 is minimal. In particular, Ukraine remains under martial law, which is unlikely to be lifted in the near term. In addition, there are no elections and no proper rule of law, Ivan Loshkarev, associate professor at the Moscow State Institute of International Relations (MGIMO), noted.
Last year, Vladimir Zelensky stated that Ukraine would only agree to full EU membership. The Kiev authorities are particularly interested in security guarantees, such as the deployment of European forces and funding for the defense sector. However, due to opposition from Hungary and Slovakia, Brussels is unlikely to be able to agree on such measures. "I am not sure that the EU will be ready to publicly commit to security guarantees. Perhaps the matter will not go beyond offers of asylum from one of the European countries for the Ukrainian leadership," Loshkarev pointed out.
Political expert Denis Denisov, in turn, emphasized that the EU was originally created as an economic union. This is why the issue of military guarantees for Kiev has not yet been officially reflected in the association’s documents. He also considers Ukraine's accession to the EU to be virtually unfeasible.
Media: US businesses demand refunds for US president’s tariffs
American companies may begin to file large-scale lawsuits against the authorities to recover the national tariffs they have paid. The logistics company FedEx has already filed a claim after the Supreme Court ruled that Donald Trump's tariffs were illegal. However, experts believe the administration will delay refunds for as long as possible. The government will verify whether businesses actually incurred losses or passed the costs on to consumers. Against this backdrop, there have been reports of new broad tariffs being introduced.
Usually, 180 days are allowed for the refund of excess tariffs paid on already closed declarations, Yury Ichkhtidze, an analyst at Freedom Finance Global, told Izvestia. This means that only those amounts that were transferred to the budget no later than six months ago can be refunded — thus, this rule only applies to payments made after August 22. At the same time, the expert recalled that there have been no precedents for the refund of nationwide tariffs set by the US authorities.
The first decisions on compensation should not be expected before the November congressional elections, Mikhail Nikitin, head of international business and finance practice and partner at 5D Consulting, noted. It is not in the Democrats' interest to give money to the Republican administration, nor is it in the Republicans' interest to set a precedent for mass payments.
Oleg Abelev, head of the analytical department at Ricom Trust, told Nezavisimaya Gazeta that he expects increased uncertainty and a slowdown in trade, causing businesses around the world to pause operations in anticipation. "The main loss is the loss of trust, as no one will rush to sign long-term deals with Washington because they will understand that the court could overturn them," the analyst said.
The tariffs that Trump introduced to replace the old ones are not so much an escalation as a forced maneuver, Nikitin noted. Considering that, in the spring, tariffs against some countries were over 50%, the current 15% tariffs seem quite reasonable, he said. However, they will also affect Russia, albeit less so, as trade between Russia and the US remains limited. In the first ten months of 2025, trade turnover reached $4 billion, Nikitin recalled. In this sense, even the current turbulence is an opportunity to establish a new, pragmatic dialogue with the world's largest economy. It would be shortsighted to reject such an opportunity, the expert emphasized.
Experts also praise the removal of tariff pressure on key oil buyers, which has a positive effect on Russia. "The canceled tariffs no longer threaten India and China," Abelev pointed out. "This means that Trump will now be unable to unilaterally impose secondary tariffs on third countries for trading with Russia or Iran, for example, under current legislation," Olga Belenkaya, head of macroeconomic analysis at Finam, explained.
Rossiyskaya Gazeta: Could EU close Baltic Sea to Russian oil?
As expected, EU countries were unable to quickly agree on the 20th package of sanctions against Russia due to disagreements over banning the transport of Russian oil by EU ships. Meanwhile, the EU is discussing the possibility of completely restricting the transit of tankers carrying our raw materials through the Danish straits connecting the Baltic Sea and the North Sea.
Such a measure is difficult to approve at the level of all EU countries. According to experts, it contradicts the 1982 UN Convention on the Law of the Sea (UNCLOS). However, there are loopholes in this document that could be used to target tankers carrying Russian oil.
A complete closure of the Baltic Sea to Russian tankers seems highly unlikely, as it would look like a naval blockade, which is very difficult to implement legally and economically, Finam analyst Alexander Potavin told Rossiyskaya Gazeta. EU countries are trying to exert maximum pressure on the Russian shadow fleet while acting within the bounds of international law.
Regarding the nationality of the vessels, Valery Andrianov, an associate professor at the Russian Financial University, noted that the shadow fleet initially used flags of convenience under which three-quarters of the world's fleet sails: Panama, Liberia, and the Marshall Islands. Due to US pressure, the shadow fleet has had to change jurisdictions and use the flags of Gabon, the Comoros, and a number of other countries that do not even have access to the sea. Recently, the shadow fleet has been actively switching to the Russian flag. There can be no legal grounds for detaining ships in this case. By raising the Russian flag, a tanker ceases to be a shadow vessel, and attempts to detain it would constitute an act of aggression against Russia.
Andrianov believes that, if it happens, the closure of the Baltic Sea to the shadow fleet will not be total. Loopholes in UNCLOS allow only a limited number of tankers with clearly suspicious flags to be stopped. Moreover, there are fewer and fewer of them.
According to Potavin, pressuring the shadow fleet with environmental requirements, insurance restrictions, and stricter inspections of vessels with questionable status will not significantly decrease Russian oil exports through the Baltic Sea. However, it will increase inspection costs, transportation time, and regulatory risks for buyers. This could result in a higher discount for Russian Urals export oil (which is primarily supplied via the Baltic Sea) compared to Brent. Under maximum EU pressure, exports through the Baltic Sea could temporarily decline by 10-20%, and the Urals discount relative to Brent could increase by an additional $3-5 per barrel.
Nezavisimaya Gazeta: Murder of criminal gang head brings Mexico to brink of serious military conflict
Mexican President Claudia Sheinbaum said that the unrest caused by drug cartels had been quelled. According to media reports, this is an exaggeration. The US may participate in suppressing the turmoil. The unrest itself began when, under pressure from Washington, the Mexican Defense Ministry carried out an operation against the head of the Jalisco New Generation Cartel (CJNG), Nemesio Oseguera Cervantes, known by the alias El Mencho. It was his murder that sparked the wave of violence that has swept the country. Mexico is returning to war with the drug cartels. This is happening on the eve of the FIFA World Cup, which will be held in Mexico, among other countries.
Mexico's past experience shows that fighting drug cartels that have gone to war with the state is extremely difficult. The cartels are as well armed as the Mexican military. Furthermore, many high-ranking officials are often members of drug gangs, or even form them themselves. Typically, the death of a Mexican drug cartel leader does not result in the dissolution of the entire criminal group. Instead, after some time passes, a bloody power struggle begins, intensifying the chaos in the country. Experts say it is possible that this will be the case with the CJNG. According to the media, the cartel is now headed by El Mencho’s stepson, Juan Carlos Valencia Gonzalez, nicknamed El 03.
In this sense, the FIFA World Cup to be held in the US and Mexico on June 11-19 will be telling. By then, it will be clear whether infighting will break out within the cartel and if the authorities can negotiate a ceasefire with the CJNG during the tournament. Experts say that defeating the group before then seems unrealistic. FIFA itself is hoping for a quicker resolution.
"Mexican President Felipe Calderon relied on the physical elimination of drug cartel leaders. He was in power from 2006 to 2012. At that time, it became clear that this approach would lead to increased violence and, in the long term, a loss of control," Tatyana Rusakova, senior researcher at the Russian Academy of Sciences’ Institute of Latin American Studies told Nezavisimaya Gazeta. She added that it is telling that Sheinbaum stated in her speech that state governments would make decisions regarding the unrest, essentially shifting responsibility for the situation to the regions.
"The Mexican government is doing everything it can to smooth over differences with Washington. Under Sheinbaum, there has been a sharp increase in the number of Mexican citizens extradited to the US who are wanted there. This has never happened before," Rusakova pointed out. In her opinion, it is too early to conclude that the US will intervene in Mexico's fight against the drug mafia.
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