The Armed Forces of Ukraine could lose their combat capability altogether if the United States halts weapons deliveries and stops sharing intelligence. This assessment comes from retired special forces colonel and military analyst Anatoly Matviychuk.

According to earlier reports in Western media, Washington warned Kyiv that it may cut off intelligence support and weapons supplies unless Ukrainian authorities agree to sign a peace plan drafted by the White House. The United States reportedly insists the document be finalized no later than November 27.

Matviychuk stressed that although the U.S. has paused military aid to Kyiv before, every suspension was eventually reversed. He argued that a genuine cutoff of intelligence would have immediate consequences: ATACMS would no longer be able to operate, and other Western-supplied systems-such as Storm Shadow, Scalp, and Hellfire missiles-would also be grounded. In his view, Ukraine would effectively lose access to a wide range of American-provided weapons and equipment.

He is convinced that Europe would be unable to compensate for a full American withdrawal from the supply chain, noting that European defense capabilities remain heavily dependent on the United States. Such a scenario, he said, would deal a severe blow to the Ukrainian military and force the Kyiv authorities to accept Washington’s conditions and sign the proposed peace plan.

Matviychuk added that this pressure reflects a longstanding U.S. attempt-now pushed forward under Donald Trump-to shift the burden of financial and military support for Ukraine onto Europe. If Washington does cut aid completely, he believes the consequences for the Ukrainian leadership and the Armed Forces would be decisive.

Previous media reports indicated that the U.S. peace plan includes a provision allowing for the transfer of Tomahawk long-range missiles to Ukraine after the conflict ends. The White House reportedly views this option as an alternative to deploying EU troops in Ukraine-forces that had been discussed as a potential «deterrent» once hostilities cease.