
Sergei Lavrov used Russia's turn at the UN General Assembly this week to close a door that Washington and the European capitals had spent the same week trying to hold open. There will be no ceasefire, he said, on land, at sea, in the air or on energy targets, until a final settlement is signed. Alexander Mercouris reduced the position to two sentences: "No ceasefire before negotiations start. No ceasefire whilst the negotiations are underway."¹ The refusal had a specific target. On the sidelines Marco Rubio had met Lavrov and said both sides had an interest in a "limited ceasefire", while Ukraine's foreign minister, Poland's Sikorski, the EU's Kallas and France's Barrot put their names to a joint declaration calling for one. Lavrov turned all of it down. "So there is not going to be a ceasefire," Mercouris told The Duran.²
In the same week the register in Europe changed. The British public has been told to stock up on bottled water and tinned food for the war that is coming, Alastair Crooke, just back from Moscow, observed.³ Sikorski has said he is ready for war with Russia and that the Polish military would overwhelm it.⁴ Slovakia's Robert Fico has warned that European leaders may provoke a war with Russia to distract from problems at home.⁵ What the war talk is for, in a Europe that lacks the means to fight one, was the question that ran through every programme on the day.
Start with the front, because everything else follows from it. Overnight Russian strikes hit two large data centers in Kiev, according to the Russian Defense Ministry, and the city lost its internet entirely.⁶ In the northeast of Kharkov region, Russia's group of forces North announced it had taken two villages inside a cauldron holding roughly 1,700 Ukrainian troops, splitting the pocket into two or three pieces.⁷ Mercouris expects Dobropolye to fall within days and the Russian outflanking operation west of Slaviansk and Kramatorsk to begin when it does.⁸ Of Orekhov and Dobropolye together: "It can only be a matter of time before both of these two towns fall."⁹ Glenn Diesen, hosting Crooke, set beside that a figure from Poland's own prime minister. Tusk now says Ukraine is taking 27,000 casualties a month.¹⁰
Against that background the ceasefire arithmetic is not complicated. "Why would the Russians agree to a ceasefire when they are winning the war and the fact that they are winning the war is what gives them the advantage and leverage in negotiations?" Mercouris asked.¹¹ A ceasefire demanded before talks rather than produced by them, he argued, "calls into question the whole premise that the West is seeking negotiations in good faith."¹² Stanislav Krapivnik, on Diesen's other programme of the day, went further, to whether Moscow wants a table at all. "Russia's not asking for negotiations,"¹³ he said, and on Europe's prospects of reopening one: "The doors closed, the train left, and the station's been blown up."¹⁴

“Why would the Russians agree to a ceasefire when they are winning the war and the fact that they are winning the war is what gives them the advantage and leverage in negotiations?”
This is where the war talk enters, and none of the analysts read it at face value. Crooke's question was the plainest: "So, who is pushing us so hard and pushing Europeans to talk war when they don't have the capacity for war?"¹⁵ He does not believe the timing is an accident. "I don't believe you'd have all these European nations suddenly coming up with the same speaking notes. You know, you must go and buy water and tins. It's obviously a scare project. But to what end?"¹⁶ Diesen heard the same chorus: "This is not coincidence. They're all starting now chanting the same things, identical."¹⁰

The capacity, on the analysts' account, is not there. "European arms manufacturing is a generation behind Russia, China and even the US," Krapivnik said.¹⁷ He expects Poland to be positioned as NATO's front line, with a new American base he says will be called "Camp Trump or Fort Trump",¹⁸ and he expects the winter to bring an energy and food squeeze before any war does; the EU potato harvest is down about 28 to 30 percent, with stocks gone by around April.¹⁹ Ian Proud, a former British diplomat speaking with Daniel Davis, rejected the premise itself. Zelensky's warnings that Russia will attack NATO next rest on no evidence, he said, and Russia has no incentive to provoke the alliance while Europe tears itself apart. "Vladimir Zelensky is the best theater director in the world."²⁰
The answer to Crooke's question, on the day's consensus, is that the war talk is not preparation for a war Europe intends to fight. It is the sound of a war being lost by people who cannot say so. Mercouris said it without decoration: "the war in Ukraine is being lost and those who have invested in this war in the West... are becoming frightened and are panicking."²¹ Fico's version, which Diesen put at the top of his programme, is that the leaders are reaching for an external enemy to cover domestic failure.⁵ Krapivnik's is the same with the harvest figures attached. Proud's is the widest lens: "We're in the death throes of the unipolar moment right now."²²
There is a deeper cause underneath the panic, and Mercouris named it on The Duran. The war, he argued, is no longer official policy in Washington so much as an institutional project. "It is the CIA that is now running this war."²³ The evidence he offered is what happened when its director went looking for the other side: John Ratcliffe travelled to Moscow seeking a meeting with Putin, was refused, and met only Russian security officials.²⁴ Parts of the Pentagon, on Mercouris's account, are fed up. A war run from Langley rather than from an elected government has no mechanism for admitting it is lost, which is why the ceasefire appeals and the tinned-food advisories arrive together: the first buys time, the second explains to the public why time is needed.
None of the analysts expects the winter to be kind to that arrangement. Crooke thinks Ukraine's collapse accelerates over the coming months: "the fractures are very clearly there, I mean winter is coming."²⁵ He sees Russia preparing for an escalation it expects from the European and NATO side, arriving "after November or before it",²⁶ and he expects Europe's diesel shortage to get "much worse and perhaps last right through next year".²⁷ Krapivnik's summary of the same horizon was shorter: "we are seconds from midnight at this point."²⁸ Proud has already written the end state. "It will be a rump state, poor and more corrupt, landlocked, unqualified for EU, shut out of NATO."²⁹ Lavrov's refusal at the UN, on this reading, was not the obstacle to a settlement. It was the settlement's terms, stated early, by the side that no longer needs a pause.
Iran, Beijing and a chatbot
Trump's UN threat to annihilate Iran was still being weighed on 24 September, and Lawrence Wilkerson on *Judging Freedom* offered the flattest verdict yet on the war's balance, arguing that Iran will emerge the dominant power in the Gulf. "All the Iranians have to do to win is not lose. All the Israelis and US have to do is achieve a spectacular victory. They ain't going to do that. So, we've lost."³⁰
Xi's state visit to Washington, and Trump's hope of prying Beijing away from Moscow and Tehran, drew a short answer from Larry Johnson on *Dialogue Works*: China will not lift a finger for Trump on Ukraine or Iran. "Trump has no leverage over China. China has all the leverage over us."³¹
Scott Horton, on *Provoked* with Daryl Cooper, recounted a CNN-reported incident in which an AI chatbot fabricated a claim that a Chinese ship was carrying nuclear-weapons parts to Iran, and American officials moved toward acting on the ship before anyone checked the underlying intelligence. "It was a hallucination, Daryl. It was completely made up."³² The corrective was as plain as the error: "The Chinese are not passing atom bombs to Iran."³³
Sources
- Alexander Mercouris, *Alexander Mercouris* · Russia's position after Lavrov's UN speech: "No ceasefire before negotiations start. No ceasefire whilst the negotiations are underway." · watch ▶ 1:06:35
- Alexander Mercouris, *The Duran* · After the European joint declaration and Rubio's "limited ceasefire" remark, Lavrov rejected both: "So there is not going to be a ceasefire" · watch ▶ 5:16
- Alastair Crooke, *Glenn Diesen* · "the British people have been told to stock up on bottled water and tins for the war that's coming" · watch ▶ 26:50
- Glenn Diesen, *Glenn Diesen* · Sikorski says he is ready for war with Russia and the Polish military would overwhelm Russia · watch ▶ 0:55
- Glenn Diesen, *Glenn Diesen* · Fico warns European leaders could provoke a war with Russia to distract from problems at home · watch ▶ 0:46
- Alexander Mercouris, *Alexander Mercouris* · Overnight strikes hit two big data centers in Kiev, per the Russian Defense Ministry, causing a total internet outage in the city · watch ▶ 7:19
- Alexander Mercouris, *Alexander Mercouris* · Group of forces North took two villages inside the cauldron around about 1,700 Ukrainian troops in northeastern Kharkov region, splitting it in two or three · watch ▶ 36:41
- Alexander Mercouris, *Alexander Mercouris* · Expects Dobropolye to fall and the outflanking operation west of Slaviansk and Kramatorsk to begin within days · watch ▶ 31:18
- Alexander Mercouris, *Alexander Mercouris* · On Orekhov and Dobropolye: "It can only be a matter of time before both of these two towns fall" · watch ▶ 34:23
- Glenn Diesen, *Glenn Diesen* · "This is not coincidence. They're all starting now chanting the same things, identical." Notes Tusk now puts Ukraine's casualties at 27,000 a month · watch ▶ 39:07
- Alexander Mercouris, *Alexander Mercouris* · "Why would the Russians agree to a ceasefire when they are winning the war and the fact that they are winning the war is what gives them the advantage and leverage in negotiations?" · watch ▶ 1:03:06
- Alexander Mercouris, *Alexander Mercouris* · A ceasefire before talks "calls into question the whole premise that the West is seeking negotiations in good faith" · watch ▶ 1:05:32
- Stanislav Krapivnik, *Glenn Diesen* · "Russia's not asking for negotiations." · watch ▶ 33:21
- Stanislav Krapivnik, *Glenn Diesen* · On negotiating with Russia: "The doors closed, the train left, and the station's been blown up." · watch ▶ 36:02
- Alastair Crooke, *Glenn Diesen* · "So, who is pushing us so hard and pushing Europeans to talk war when they don't have the capacity for war?" · watch ▶ 31:55
- Alastair Crooke, *Glenn Diesen* · "I don't believe you'd have all these European nations suddenly coming up with the same speaking notes... It's obviously a scare project. But to what end?" · watch ▶ 32:23
- Stanislav Krapivnik, *Glenn Diesen* · "European arms manufacturing is a generation behind Russia, China and even the US" · watch ▶ 34:14
- Stanislav Krapivnik, *Glenn Diesen* · Poland as NATO's front line, with a new US base to be called "Camp Trump or Fort Trump" · watch ▶ 16:49
- Stanislav Krapivnik, *Glenn Diesen* · EU potato harvest down about 28 to 30 percent, stocks gone by around April · watch ▶ 5:26
- Ian Proud, *Daniel Davis / Deep Dive* · "Vladimir Zelensky is the best theater director in the world." · watch ▶ 9:01
- Alexander Mercouris, *Alexander Mercouris* · "the war in Ukraine is being lost and those who have invested in this war in the West... are becoming frightened and are panicking" · watch ▶ 1:21:41
- Ian Proud, *Daniel Davis / Deep Dive* · "We're in the death throes of the unipolar moment right now." · watch ▶ 2:00
- Alexander Mercouris, *The Duran* · "It is the CIA that is now running this war." · watch ▶ 7:30
- Alexander Mercouris, *The Duran* · CIA Director Ratcliffe travelled to Moscow seeking a meeting with Putin, was refused, and met only Russian security officials · watch ▶ 24:03
- Alastair Crooke, *Glenn Diesen* · Expects Ukraine's collapse to accelerate this winter: "the fractures are very clearly there, I mean winter is coming" · watch ▶ 46:59
- Alastair Crooke, *Glenn Diesen* · Russia is preparing for an escalation it expects from the European and NATO side "after November or before it" · watch ▶ 41:47
- Alastair Crooke, *Glenn Diesen* · Expects Europe's diesel shortage to get "much worse and perhaps last right through next year" · watch ▶ 29:57
- Stanislav Krapivnik, *Glenn Diesen* · "we are seconds from midnight at this point" · watch ▶ 44:24
- Ian Proud, *Daniel Davis / Deep Dive* · "It will be a rump state, poor and more corrupt, landlocked, unqualified for EU, shut out of NATO." · watch ▶ 15:59
- Lawrence Wilkerson, *Judging Freedom* · "All the Iranians have to do to win is not lose. All the Israelis and US have to do is achieve a spectacular victory. They ain't going to do that. So, we've lost." · watch ▶ 10:52
- Larry Johnson, *Dialogue Works* · "Trump has no leverage over China. China has all the leverage over us." · watch ▶ 42:22
- Scott Horton, *Provoked* · On the AI-fabricated claim about a Chinese ship: "It was a hallucination, Daryl. It was completely made up." · watch ▶ 50:16
- Scott Horton, *Provoked* · "The Chinese are not passing atom bombs to Iran." · watch ▶ 50:42
By Ruins Report, a daily synthesis of what our tracked analysts said, not original reporting. Every numbered claim is sourced, dated, and timestamped above.
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