Ukraine has agreed to spare certain non-Russian tankers and critical Caspian Pipeline Consortium infrastructure after Black Sea strikes disrupted oil loadings near Novorossiysk. The U.S.-brokered carveout follows growing concern in Washington over attacks affecting Kazakh crude exports, Western-linked vessels and global energy flows already strained by the Iran war. Kyiv is now issuing guidance on which ships qualify for safe passage while continuing pressure on Russian energy assets. Has Zelensky's campaign against Moscow begun hurting Ukraine's own partners, forcing Trump to draw a new red line?