NEWS U.S.-Ukraine Minerals Deal: Strategic Partnership or Transactional Diplomacy?

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US-Ukraine signs strategic minerals investment fund, offering potential reconstruction support and critical minerals access through complex geopolitical partnership.

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Written by: Daniel
 
Hi all, guess my first post here.

Interesting news about the Ukraine /US deal. What I don’t get is that so many news outlets focus or headline explicitly REE as part of the deal. Well, yes there are plenty of REE, as nearly everywhere in the world, but only rarely specified, what quality the REE resources have and what a potential timeline for exploration there would be…

https://theconversation.com/us-ukra...als-but-extracting-them-isnt-so-simple-250996

A small map is in the above article, and for me it shows that there is much more to be found than REE, e.g. Titanium, Zirconium, Beryllium. All important metals for military, aircraft, space, satellites, nuclear. Zirconium not being very rare, Beryllium kind of rare, both with some effort to separate.
IMG_0757.jpeg


Another article mentioning the deal:
Ukraine/USA deal

And a very interesting view:
https://www.cirsd.org/en/horizons/horizons-winter-2025-issue-no-29/the-mineral-wars

With a much better Map of the Studied critical mineral deposits:
IMG_0758.jpeg

It will be interesting to see, if the final signature of the deal has a certain impact on the shareprice of the typical REE companies.
 
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