Zelenskiy Says Ukraine, Russia to Discuss Zaporizhzhia Nuclear Plant

Speakers

News Reporter — Anchor/Journalist

Negotiations between Ukraine and Russia regarding the Zaporizhzhia Nuclear Plant and a potential ceasefire have yielded little progress, with neither side briefing reporters post-discussion.
Moscow maintains "maximalist demands" for land it does not currently control, while President Zelensky refuses any deal involving ceded territory.
The Zaporizhzhia Nuclear Plant (Europe's largest) remains a critical sticking point; its seizure is a massive loss for Ukraine, which relies heavily on nuclear power for electricity.
Ukraine's power generation infrastructure is described as "fragile" due to ongoing military strikes.

Ticker	Direction	Speaker	Thesis	Time
ITA /DEFENSE SECTOR	LONG	News Reporter Anchor/Journalist	"Neither side really seems to be backing off. Moscow has stuck to maximalist demands... Ukraine simply wouldn't go for any deal where they ceded land." The diplomatic deadlock and "maximalist" stances confirm that a near-term ceasefire is highly unlikely. A prolonged war of attrition guarantees continued government spending on munitions and defense systems to support Ukraine and replenish NATO stockpiles. Long Defense contractors and Aerospace ETFs (ITA) as the conflict duration extends. Sudden unexpected diplomatic breakthrough or reduction in Western aid packages.	—
URA /URANIUM	WATCH	News Reporter Anchor/Journalist	"It's Europe's biggest power plant... Ukraine is heavily reliant upon nuclear energy for its electricity generation. So this was a huge loss for them." The focus on Zaporizhzhia highlights the critical strategic value of nuclear baseload power in the region. The "fragility" of the grid underscores the scarcity of stable energy. While the immediate news is about risk/safety, the macro implication reinforces the importance of nuclear assets and uranium supply security. Watch Uranium miners and ETFs (URA) for volatility driven by geopolitical headlines surrounding nuclear infrastructure. A nuclear accident or safety incident at the plant would be catastrophic for the sector's sentiment.	—