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URN Daily: Electricity with Guarantees of Origin auctioned. Kakhovka dam reconstruction opposed. $200 billion in investments needed.

Contents

The Reporter's Notepad: Meeting Notes from the recent fruitful AHK Ukraine chat with Yuriy Butsa, plus commentary on the week ahead.

Just The Facts: Ukraine holds its first-ever auction for electricity with Guarantees of Origin; Shah Capital calls on Veon to list Kyivstar, and the US announces a new $400 million military aid package.

Here's What They Think: A major newspaper argues that NATO entry for Ukraine is imperative, while another calls Ukraine's victory plan "pragmatic," and another argues that Putin will demand a high price for peace, and yet another argues that Trump will stand up to Putin where Biden wouldn't.

Sober Second Opinion: Some ecologists are arguing that the Kakhovka dam should not be rebuilt, but rather nature should be allowed to flourish on the disaster site.

The Rebuilder's Social: Energoatom posts on LinkedIn that shelling severed a line to a nuclear power plant, the USAID Economic Resilience Activity (ERA) postrs about several partnerships and Roman Opimakh, director general of the Ukrainian Geological Survey, outlines sales of E&P licenses so far this year. Plus more.

Meeting Notes

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URN Daily: Ukraine seeks delay in EU carbon border tax. Riley Risk urges contingency planning for clients in east as fighting intensifies.

URN Daily: Ukraine seeks delay in EU carbon border tax. Riley Risk urges contingency planning for clients in east as fighting intensifies.

Today's Contents Reporter's Notepad: * Riley Risk recommends companies in east prepare contingency plans amid heavy fighting, possible Ukrainian territory loss Just The Facts: * Ukraine to ask EU to delay introducing carbon border tax, trade envoy says * Ukraine's finance minister discusses reconstruction opportunities with Canadian

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May 22 Intelligence Summary: Riley Risks recommends clients in east Ukraine accelerate contingency planning

May 22 Intelligence Summary: Riley Risks recommends clients in east Ukraine accelerate contingency planning

Current Regional Status Overview Region Current Risk Level Change Factor Key Triggers North MODERATE Degrading Incursion into Sumy Oblast East HIGH Degrading Tactical Disadvantages / Land South HIGH Degrading RU Offensive ZP / KHER West MODERATE No Change Missile / Drone Strikes Current Infrastructure Status Energy Food/Water Medical Communications Transportation ONLINE ONLINE

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