EU and US are reportedly seeking USD 800bln worth of public and private funding to reconstruct Ukraine once the conflict ends, Politico reports citing a document

• Plan includes a fast-track path toward EU membership.
• A funding stategy that goes out to 2040.
• EU Commission intends to spend EUR 100bln on Kyiv, on top of joint commitments, as part of the 7yr budget from 2028-2035

The reported USD 800 billion funding plan for Ukraine reconstruction signals a significant commitment from the EU and US, potentially supporting economic stability in the region post-conflict. This could enhance geopolitical alliances and lead to increased investment in Ukraine, likely affecting currencies like the EUR and USD as markets assess the long-term implications for trade and stability. Watch for reactions in commodities, especially metals, as reconstruction drives demand.