Putin goes crying to Trump about how his refineries keep blowing up even though he's being a super sweetheart by not targeting Ukie energy infrastructure like he promised, Trump uses that as an excuse to give Putin what he wants. To force Ukraine into a "ceasefire" where the US stops providing weapons and intel.
With that said, if I'm the Ukies, I would need the presidential draw down material on it's way (no more is going to get approved, we know this) and that the French and UK going replace US intel for targeting and air defence...and I'd say fuck it and keep clapping refineries. The path to actual victory in all of this for Ukraine isn't through negotiating with the US and Russia. It's through cratering the Russian energy industry and bankrupting the Russian government. The wheels are starting to come off over there already.