Ukraine has negotiated a form of Trump's critical minerals deal that it is prepared to sign. We haven't seen it yet, but it's clear that it has been nudged just over the line with the removal of the most egregious demands, rather than sailing triumphantly over the line as a well-crafted vehicle for mutual benefit. The truth is that the mere fact of this deal taking place has now changed the dynamics of the world order, and we're already starting to see the first signs of this in practice. Let's discuss.