BREAKING: Russia is planning to resume the payment system using the US dollar.

The United States and Russia are exploring the possibility of cooperation in fossil fuels, natural gas, offshore oil drilling, and critical raw materials.
Imagine the scale of production.
The U.S. is currently producing 13.5 million barrels of oil per day, the highest in history. Russia, even under sanctions, still produces 9.1 million barrels per day.
This cooperation would impact a large portion of global oil supply, immediately altering pricing power and export leverage.
The same applies to natural gas.
Russia possesses one of the largest natural gas reserves in the world, and many liquefied natural gas (LNG) projects and pipeline projects have been frozen due to sanctions. Restarting joint investments and development would bring supply back to the global market, directly affecting Europe and long-term gas price dynamics.
Now, let’s add critical minerals.
Russia controls a significant share of strategic resources:

• 44% of enriched uranium
• 43% of palladium
• 40% of industrial diamonds
• 25% of titanium
• 20% of vanadium
  These materials are core to semiconductors, defense systems, electric vehicle manufacturing, nuclear energy, and aerospace production.
  This partnership is not just symbolic: it ensures the resilience of the U.S. industrial supply chain while reducing dependence on China. This is where the monetary aspect comes into play.
  Russia has spent the past decade reducing reliance on the dollar, cutting USD reserves, shifting trade to the yuan and ruble, and developing alternatives to Western payment systems.
  However, this shift has increased dependence on China. Russia-China trade reached $245 billion in 2024, creating a structural dependence on the yuan’s liquidity and Chinese imports.
  Reopening the USD payment system would diversify Russia’s financial position, balance dependence between East and West, and keep part of global trade anchored in the dollar system.
  Corporate capital is another layer.
  Western companies have suffered losses of $110 billion withdrawing from Russia. If energy resource partnerships, gas infrastructure, mining projects, and Arctic drilling areas are reopened, American companies could re-enter resource extraction on a large scale.
  This offers direct economic benefits to U.S. corporations.
  Russia is not negotiating from a position of weakness.
  Its reserves recently increased to a record $833 billion, with gold reserves exceeding $400 billion. This provides financial stability to structure long-term resource agreements.
  Overall, what is emerging is:
• Energy cooperation affecting global oil and gas supply
• Mineral resource partnerships reshaping access to industrial resources
• Re-entry of corporations unlocking capital projects and infrastructure
• Currency adjustments bringing Russia partially back to USD payments
• Geopolitical leverage shifting among the U.S., Russia, and China
  If completed, this will not just be a bilateral trade agreement.
  It will mark one of the most significant restructurings of global economic linkages since the Cold War, with direct impacts on commodities, currencies, and the distribution of global power.