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The ColumnProfile· No. 2068

PROFILE: Ukraine between the EU and NATO — the red line Moscow cannot erase

Ukraine already placed its trust in non-military guarantees. It traded thousands of nuclear warheads for assurances on paper in 1994. We know how that ended. Thinking that Ukraine would once again acc

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Key takeaways
  1. Ukraine already placed its trust in non-military guarantees. It traded thousands of nuclear warheads for assurances on paper in 1994. We know how that ended. Thinking that Ukraine would once again acc
  2. Introduction: The trap of the Russian distinction
  3. A Russian opening, real or calculated?
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Facts, quotes, and cited links remain in the body. Interpretations are framed as analysis or opinion according to the format.

Introduction: The trap of the Russian distinction

A Russian opening, real or calculated?

In late June 2026, American officials involved in peace talks circulated an item of intelligence that swept through the world's chancelleries: Russia appeared willing to accept Ukraine's membership in the European Union as part of a potential peace agreement. NATO membership, however, would remain an absolute red line for Moscow. This distinction between European economic integration and membership in the Western military alliance is presented by some analysts as a genuine opening. Others — beginning with Ukrainians — see it as rhetorical manipulation.

Kyiv's position is clear and non-negotiable: membership in the EU AND NATO is fundamental to any durable peace agreement. For Ukraine, these two dimensions are inseparable. European economic security without a military guarantee is insufficient. EU membership without NATO means joining a commercial club while remaining exposed to the military threat of a neighbor that has just proved its willingness to destroy your country. That is not a guarantee — it is half a guarantee, at best.

What the Russian distinction reveals

The distinction Russia draws between EU and NATO reveals its fundamental strategy: it wants a Ukraine economically integrated into Europe but militarily neutral — a kind of eastern Austria, commercially within the Western orbit but stripped of the guarantees of Article 5. This model would allow Russia to claim it has accepted Ukraine's European integration while retaining the capacity to threaten it militarily at will.

This is precisely why this Russian offer — if it is real — is unacceptable to Ukraine. A Ukraine without NATO military guarantees is a Ukraine permanently vulnerable to renewed invasion. After 2022, the very idea that a non-military security guarantee could be sufficient for Ukraine is an insult to lived reality: the assurances of the 1994 Budapest Memorandum — which had convinced Ukraine to renounce its Soviet nuclear arsenal — proved not worth the paper they were written on.

The profile of Ukraine in the negotiations

A sovereign state setting its own terms

Zelensky's Ukraine in 2026 is not the country in shock in 2022, begging reluctant allies for weapons. It is a country that has proved its military capacity, convinced its partners of its legitimacy, and enters negotiations with clearly articulated non-negotiable conditions. EU AND NATO membership, restoration of territorial integrity, war reparations, border security: these are the demands of a sovereign country that has resisted, not the requests of a defeated party.

President Zelensky has repeatedly stated — at the G7, before the European Council, in press conferences — that Ukraine will not sign any agreement that leaves it without real security guarantees. In late June and early July 2026, he is actively pushing for all EU accession negotiating clusters to be opened rapidly, including under the Irish presidency of the EU Council. He is doing so because he knows that EU accession, achieved during the war, is a political and economic guarantee that weakens Russia's position — even if it is insufficient on its own to replace NATO.

The Ukrainian constitution as a lock

Beyond political declarations, the Ukrainian Constitution is a significant lock. Any peace agreement requiring territorial concessions or limitations on Ukrainian sovereignty must be submitted to parliament and potentially to a referendum. Zelensky cannot sign a deal to the detriment of his people's aspirations without paying the domestic political price — and he is determined not to do so.

This constitutional constraint is often misunderstood abroad as an obstacle to peace. It is in reality a protection of Ukrainian democracy: it guarantees that the sacrifices made by the Ukrainian people cannot be erased by well-meaning but poorly informed negotiators regarding what Ukrainians will actually accept. EU and NATO membership is not only Zelensky's position — it is the will of a society that chose Europe and the West by referendum in 2019 and by armed resistance since 2022.

The EU and Ukraine: the state of accession negotiations

The first cluster opened in June 2026

On June 15, 2026, under the Cypriot presidency of the EU Council, the first Ukrainian accession negotiating cluster was formally opened — a historic step in Ukraine's European integration process. This first cluster covers the "fundamentals": rule of law, fundamental rights, the judiciary. It is the foundation on which everything else must rest.

But five other clusters are still waiting to be opened, blocked in part by Hungary under Orbán — or in its 2026 version, by Péter Magyar who succeeded Orbán but maintains reservations about the pace of enlargement. Zelensky expressed hope that Poland and Hungary would not block the opening of remaining clusters, emphasizing that Ukraine has fulfilled all conditions required by Brussels.

Accession as a security guarantee

For Ukraine, EU accession is not only an economic aspiration — it is a component of the security strategy. A Ukraine that is an EU member benefits from the mutual assistance clause of Article 42.7 of the European treaties, reconstruction funds, commercial protection, and the political solidarity of 27 countries. That is not an equivalent of NATO's Article 5 — but it is an additional layer of protection and anchoring.

The proposal by German Chancellor Friedrich Merz for an intermediate "associate member" status illustrates European diplomatic creativity in facing this challenge: how to give Ukraine the benefits of membership as fast as possible, without sacrificing the rigor of accession criteria that guarantee integration quality? That question remains open — but the very fact that it is being seriously debated in Berlin and Brussels marks a paradigm shift.

NATO and Ukraine: the Gordian knot

NATO membership: taboo or necessity?

Ukraine's NATO membership remains, in late June 2026, the most explosive question in the negotiations. Russia makes it an absolute red line. Some NATO members — including the United States in some of its statements — have been ambiguous on the question. The NATO summit in Ankara on July 7-8, 2026 is expected to address the issue, but without any definitive decision anticipated.

Ukraine's official position has not changed: NATO membership is a national priority enshrined in the constitution. But Zelensky has shown some tactical flexibility: during discussions on the 20-point peace plan, NATO membership had been replaced by "Article 5-type security guarantees" — a different arrangement on paper, but potentially equivalent in its effects if the guarantees are sufficiently robust and binding.

Alternative guarantees and their limits

The discussion about alternatives to formal NATO membership is complex. "Article 5-type security guarantees" provided by the United States, France, the United Kingdom, and others are not legally equivalent to Article 5 itself — which binds all NATO members to a collective response to any aggression. Bilateral or multilateral guarantees may be politically strong but legally more fragile.

For Ukraine, the value of a security guarantee is measured by its credibility: would the guarantors actually commit militarily if Russia attacked again? The allies who promised guarantees in 1994 at Budapest did not intervene militarily in 2014 or in 2022. That precedent weighs heavily on the assessment of any future guarantee proposal. Ukraine demands guarantees with teeth — not polite assurances.

The profile of Zelensky, negotiator under pressure

A man who carries his country

Volodymyr Zelensky entered this war as an actor and comedian turned president, underestimated by almost everyone. He has emerged — mid-journey — as one of the most remarkable political figures of the decade. His decision to remain in Kyiv in the first hours of the February 24, 2022 invasion, when Western allies were offering evacuation routes, defined his leadership for all the years that followed.

In June-July 2026, Zelensky is navigating the most complex waters of his presidency. He must manage contradictory pressures: his allies ask him to be flexible; his people ask him not to yield; Russia maintains military pressure while talking peace; Trump's United States sends mixed signals. In this context, every public statement is calculated, every foreign trip weighed, every line he holds is a balance between political necessity and strategic reality.

The diplomacy of accession clusters

In late June 2026, Zelensky is spending his time lobbying for the rapid opening of the five remaining EU accession negotiating clusters. He is doing so in Brussels, Warsaw, Dublin, and at every opportunity. He emphasizes that Ukraine has fulfilled all conditions. He repeats that Budapest and Warsaw must support the process. He says it is "in the interest of all countries to bring Ukraine into the EU as quickly as possible."

This cluster diplomacy may seem technical. It is fundamental. Every cluster opened is a further step toward an irreversible integration of Ukraine into the European bloc. And each step strengthens Kyiv's position in the peace negotiations: a Ukraine in the process of EU accession is far more difficult to diplomatically carve up than a Ukraine without a formalized Western institutional anchor.

The profile of Russia: between red line and calculation

Why Moscow would accept the EU but not NATO

Russia's position of tolerance for Ukrainian EU membership but absolute opposition to NATO reflects a precise strategic calculation. NATO is, in Russian military doctrine, an existential threat: it would tie Ukraine into a military alliance network that includes the United States and their nuclear capabilities, conventional forces, intelligence, and long-range strike capacity. That would transform Ukraine into a potential military platform at Russia's doorstep.

The EU, by contrast, is perceived by Moscow as militarily less threatening — even if that perception is increasingly incorrect as the EU develops its own autonomous defense capabilities. Russia calculates that a Ukraine in the EU but outside of NATO would remain geographically and militarily accessible in the event of future aggression. That is a cynical calculation, grounded in a vision of Ukraine as a permanent sphere of influence rather than as a fully sovereign state.

The neutrality denial strategy

Russia also demands that Ukraine withdraw its forces from the four illegally annexed regions in 2022Donetsk, Luhansk, Kherson, and Zaporizhzhia. This demand is not only refused by Ukraine but constitutionally impossible: the Ukrainian constitution does not permit the abandonment of territories internationally recognized as Ukrainian. And asking Ukraine to withdraw from territories it still partially controls or is preparing to liberate amounts to asking it to lay down its arms before the war ends.

This Russian positioning — demanding territorial concessions and military neutrality — is not a serious basis for negotiation. It is a framework for capitulation presented as a peace agreement. Sybiha has said as much. Zelensky repeats it. And Ukraine's allies, who have studied Russia's positions, know this is not a peace offer — it is a disguised victory strategy.

The role of the United States: ambivalent arbiters

Trump and the pressure for a quick deal

Throughout 2025 and 2026, Trump's United States pushed for a rapid peace agreement. Emissaries Witkoff and Kushner shuttled repeatedly between Moscow, Kyiv, and Washington. American pressure sometimes irritated European allies, who saw in it a tendency to overly accommodate Russian positions. Early versions of the American peace plan — which de facto recognized Russian sovereignty over Crimea and limited the size of the Ukrainian army — were rejected by both Ukraine and Europe.

Trump's growing frustration with Putin, signaled at the G7, and his declaration that Zelensky was doing "pretty well" suggest an evolution in the American position. But sources warn that Trump's skepticism toward Putin will not necessarily translate into concrete actions. Trump's foreign policy remains unpredictable, guided by personal and political calculations as much as by strategic considerations.

American officials and the Russia-EU information

The disclosure by American officials that Russia might be open to Ukrainian EU accession is significant in its very origin. It comes from Washington, not from Moscow or Kyiv. This suggests that American negotiators see in this Russian-Ukrainian distinction over EU/NATO a possible basis for compromise. But European allies and Ukraine are less enthusiastic: this American vision underestimates Ukraine's need for real military guarantees, not merely economic integration.

The risk is that the United States, pressed to conclude and move on (to China, midterm elections, domestic issues), accepts a framework that does not satisfy Ukraine's legitimate requirements. Foreign Policy has well documented the dynamic of mutual disillusionment between Washington and its negotiating partners — a dynamic that makes American guarantees even less reliable than they already were.

Europe in the negotiating triangle

The EU as a heavyweight without a seat at the table

The European Union funds the majority of aid to Ukraine, hosts millions of refugees, and will be the main funder of reconstruction. Yet it is not formally at the main negotiating table, which involves the United States, Ukraine, and Russia. This contradiction — paying without deciding — frustrates many European officials.

Macron and others have lobbied for Europe to be represented in the talks. The exact format remains debated. The EU, unlike NATO, has no single secretary-general who can speak on its behalf in a security and war context. Its diplomatic representation in such sensitive negotiations is structurally difficult. But the fact that it funds reconstruction and will welcome Ukraine gives it a legitimate stake in the terms of peace.

The NATO Ankara summit and its stakes for Ukraine

The NATO summit in Ankara on July 7-8, 2026 is expected to address several questions related to Ukraine: the level of military support, discussions on long-term membership, and security guarantees. According to Foreign Policy, Secretary General Rutte hopes for a "boring summit" — that is, a summit without drama, that consolidates existing positions without creating new problems.

For Ukraine, a "boring" NATO summit is a partial success: no advance on membership, but no regression in support. In the current political context, where the Trump administration remains ambivalent about the American commitment to NATO, an outcome without damage is already a tactical victory. But it is not the structural decision on membership that Ukraine needs to secure its future.

Scenarios for peace: what is realistically possible

Front-line freeze as a half-solution

The most likely scenario in the logic of current negotiations is a de facto ceasefire that freezes the front line — without a formal agreement on territories, without Russian recognition of Ukrainian sovereignty, and without resolution of the NATO question. This scenario would leave fundamental questions unresolved while stopping the fighting.

As the Kyiv Independent analyzed, a frozen conflict would be the worst scenario for Ukraine and the best for Russia. It would allow Moscow to reconstitute itself militarily and economically while Ukraine remained in permanent insecurity, unable to rebuild fully, unable to develop economically under threat, unable to attract the massive investment needed for reconstruction. Ukraine knows this. It is why it resists the idea of a freeze.

The path to lasting peace

A durable peace requires, according to experts and Ukrainians themselves: credible security guarantees (preferably NATO membership or a functional equivalent), restoration of territorial integrity within internationally recognized borders, mechanisms of accountability for war crimes, war reparations, and a Russian withdrawal from occupied territories. This list is long and difficult to obtain. But it is legitimate — and it defines what Ukraine is fighting for.

EU accession is one element of this durable peace — but insufficient on its own. Russia's apparent acceptance of the EU without NATO, if real, is a limited concession that does not address the core of the problem. Ukraine's security depends on military guarantees that only a collective defense alliance can credibly provide. And on this point, Ukraine cannot — and should not — yield.

The profile of Ukraine's future

A nation rebuilding while fighting

Ukraine in 2026 is a remarkable country in its capacity to simultaneously fight, rebuild, and negotiate its future. Reconstruction conferences, industrial agreements with Poland, discussions on EU accession clusters, strikes on Russian infrastructure in Crimea — all of this is happening simultaneously, conducted by a government that refuses to choose between today's war and tomorrow's country.

This is not disorganized agitation. It is a coherent strategy: advancing simultaneously on all vectors of resistance — military, economic, diplomatic, institutional — leaving Russia no angle from which it could arrest the Ukrainian dynamic. Zelensky has understood that in a long war, immobility is fatal. One must advance on all fronts, even — especially — when the bombs are falling.

Ukraine in 2030: a peace project and a national ambition

Analysts and Ukrainians themselves are projecting toward a Ukraine of 2030 that is a member of or on track to join the EU, equipped with robust security guarantees, under reconstruction with European funds and frozen Russian assets, and with a defense industry that exports cutting-edge technologies. This vision is not naive dreaming — it is an articulated and planned national ambition.

The NATO question remains unresolved in this optimistic scenario. But even without immediate formal membership, a Ukraine integrated into the EU, backed by strong bilateral guarantees from several nuclear powers, and equipped with its own robust military capabilities, represents a viable security model — imperfect, but viable. That may be, given the current state of negotiations, the best realistic scenario.

The security paradox: protecting without provoking

Deterrence without escalatory rhetoric

One of the most delicate challenges for negotiators is to offer Ukraine security guarantees robust enough to be credible, without formulating those guarantees in ways so explicitly threatening to Russia that they make any negotiation impossible. This is the paradox of deterrence in a negotiating context: too weak, the guarantee is not credible; too strong, it is perceived as a provocation.

This paradox is not new. It lies at the heart of nuclear deterrence theory and now applies to Ukraine's situation. Experts suggest the solution lies in concrete commitments — continued weapons deliveries, military adviser presence, joint exercises — rather than in political declarations. Acts that deter without words that provoke. That is the diplomacy of silent steel.

Guarantees as the architecture of peace

Building a durable peace architecture for Ukraine requires bricks of different natures: military (NATO or equivalent), economic (EU), institutional (accession), financial (reconstruction), and human (return of deportees, release of prisoners). None of these bricks alone is sufficient. Together, they create a structure that would make renewed Russian aggression too costly to attempt.

Ukraine understands this. It articulates it clearly in its proposals. And every time it says "EU AND NATO," it is not saying two things — it is saying the same thing in two words: real and complete security. Russia's distinction between the two is not an opening — it is an attempt to dismantle this structure before it is even built.

The time constraints of negotiations

The Irish presidency and the July window

The Irish presidency of the EU Council, which began on July 1, 2026, represents a potential window for advancing on Ukraine's accession clusters. Ireland is an active and Ukraine-supportive member — a country militarily neutral but committed to European values. Zelensky expressed hope for Irish "support" in opening the remaining clusters.

This six-month window of Irish presidency could see significant advances in the Ukrainian accession file, independent of the peace talks themselves. That is Kyiv's parallel strategy: advance on European integration while military talks stall, creating institutional facts that complicate any future capitulation.

Electoral pressure and political cycles

American political cycles weigh on the pace of negotiations. Trump wants an agreement before the 2026 midterm elections. This time pressure can produce bad decisions if it leads to accepting an inadequate agreement merely to show a political result. Ukraine and its European allies must resist this pressure by showing that the quality of an agreement matters more than its speed.

The same pressure operates in reverse on Putin: his economic position is deteriorating, his human losses accumulating, and his domestic popularity, while maintained through propaganda, is not immune to the effects of a war that drags on and costs dearly. Time is not entirely on Russia's side — even if it has a greater tolerance for its population's suffering than a democracy could sustain.

Conclusion: Ukraine chooses complete security

EU without NATO: an insufficient offer

The alleged Russian opening toward Ukrainian EU accession without NATO is a proposition that deserves rigorous analysis rather than immediate dismissal — but whose insufficiencies are evident to anyone familiar with recent history. It does not address the fundamental question of Ukraine's military security. It does not guarantee against future Russian aggression. And it creates an artificial distinction between economic integration and military security that Ukraine rejects with the full weight of its historical experience.

What Ukraine demands — EU AND NATO, or equivalent — is not intransigence. It is the minimum justified by four years of war, hundreds of thousands of deaths, destroyed cities, and a nation that has proved through arms its will and capacity to exist freely. This demand deserves the respect and support of the entire free world.

The line that will not be crossed

Through all the diplomatic contortions of the coming months — summits, emissaries, 20-point peace plans that become 18-point plans then 22-point plans — one reality remains stable: Ukraine will not sign an agreement that leaves it without real security. It has said so. It will show it. And if it must continue fighting for this line to be respected, it will — just as it has since February 24, 2022, against all predictions, against all assumptions, against all those who thought this country could be made to bend.

Conclusion: Freedom is not half-negotiable

The message of the Ukrainian profile

The profile of Ukraine in the peace negotiations of 2026 is that of a country that has grown through pain and now refuses existential compromises. Neither too weak to negotiate, nor strong enough to impose its conditions without support — but determined enough not to accept a peace that would be a disguised surrender. This profile is that of a mature nation, one that knows its worth, has paid the price of its freedom, and demands in return a security equal to that price.

Russia's distinction between EU and NATO will not change this profile. American pressure for a quick deal will not change it. The hesitations of some European partners will not change it. Ukraine knows what it wants. It knows why it wants it. And it has every moral, historical, and strategic reason to continue demanding it. Freedom is not half-negotiable. And Ukraine has bled enough to have the right to demand it whole.

What the world must understand

The world must understand that supporting Ukraine in its security demands is not dogmatism — it is strategic clarity. A peace imposed on Ukraine on insufficient terms will be a fragile peace, costly to maintain, and one that will encourage other potential aggressors to believe that military force ultimately produces favorable compromises. That precedent is intolerable for an international order founded on rights and sovereignty. Ukraine is fighting for its rights — and in doing so, it is also fighting for the rights of all countries that might one day find themselves in the same situation.

Conclusion: Hope as policy

The trajectory, despite everything

Despite the complexities, frustrations, delays, and disappointments, Ukraine's long-term trajectory remains positive. It is in the process of integrating into the EU. It is developing its own defense capabilities. It is systematically degrading the Russian war machine. It maintains a broad international consensus in its favor. And it is negotiating from a position that, unlike 2022, is that of a country that has survived and proved its worth.

The line between EU and NATO that Russia would like to draw will not hold indefinitely in geopolitical reality. Ukraine knows that its complete future — economic AND military — lies in the West. And the West, despite its hesitations, knows that its own future is incompatible with a Ukraine left without security on the border of a revisionist Russia. This convergence of interests, even if it takes time to translate into decisions, is ultimately the most solid guarantee Ukraine can have.

By Maxime Marquette, columnist

Columnist's transparency note

Position and bias

I am Maxime Marquette, a pro-Ukraine columnist. I believe that Ukraine's accession to the EU and NATO is legitimate, necessary, and in the long-term interest of European security. I acknowledge this bias. In this profile, I have tried to report the positions of all parties — Russia, Ukraine, the United States, the EU — as faithfully as possible from available sources, while clearly expressing my editorial point of view in passages marked as such.

Method and limits

This analysis rests on the lot's primary sources, notably the Kyiv Independent, Ukrainska Pravda, Euromaidan Press, and Foreign Policy, as well as the general context of peace negotiations documented in numerous public reports. Russia's position on EU vs. NATO is reported from American sources — I note that this position had not been directly confirmed by explicit public Russian statements at the time of writing.

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Cite this article

Maxime Marquette (2026). PROFILE: Ukraine between the EU and NATO — the red line Moscow cannot erase. MadMax. https://mad-max.co/en/article/portrait-l-ukraine-entre-l-ue-et-l-otan-la-ligne-rouge-que-moscou-ne-peut-pas-ef

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Maxime Marquette
Independent columnist

Maxime Marquette writes most of the analyses and columns published on MadMax — geopolitics, technology, and current events, no filler.

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