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US, EU and Russia fight over rare minerals from Ukraine

Published 10/02/2025 às 10:55
Rare earths, Ukraine
Photo: president.GOV

Trump has made aid to Ukraine conditional on access to the country's rare earth minerals, essential for high-tech and defense industries, as Kiev seeks to integrate with the European Union's resource strategy

In a move that could change the course of war between Ukraine and Russia, US President Donald Trump announced that Washington will continue to provide financial and military aid to Ukraine to gain access to the country's rare earth minerals.

The declaration marked a new stage in negotiations between the two countries and generated debate about the real interests of the United States in the region.

Trump made clear in a conversation with reporters that Ukraine's security against Russian aggression was tied to the availability of these natural resources.

Ukraine, for its part, has previously shown interest in negotiating access to its mineral assets as a means of conveying Western support.

This was even a point highlighted by Ukrainian President Volodymyr Zelenskyy at the end of last year, during the presentation of his “victory plan".

Rare earth minerals

Rare earth minerals are essential to many modern industries, from smartphone manufacturing to weapons and aerospace devices.

Ukraine, with its vast reserves, positions itself as a potential global supplier of strategic materials, including titanium, lithium, gallium and uranium.

These resources are essential for the manufacture of batteries, semiconductors and other high-tech products, such as those used in electric vehicles and military equipment.

China currently controls most of these minerals on the global market, supplying around 40% of the European Union's needs.

To reduce dependence on China, the United States and Europe have been committed to increasing production in other countries, notably Ukraine.

The country's mineral wealth is seen as an opportunity to strengthen the global supply chain and reduce vulnerability to geopolitical crises.

Ukraine and the European integration plan

The country has been working to position itself as a key supplier of essential minerals. At a recent conference, former Ukrainian Minister of Infrastructure Oleksandr Kubrakov highlighted Ukraine’s strategic advantages, including its geographical location, developed infrastructure and expertise in exploiting natural resources.

"We have crucial resources and are well positioned in the context of the European Union”, Kubrakov said.

However, the transition to a sustainable and profitable exploration model requires political and regulatory stability.

Ukraine has already started publishing data on its mineral reserves and is creating a regulatory framework to facilitate the exploration of these resources.

"Our strategic goal is to integrate Ukraine into the European Union's resource strategy”, said Olena Kramarenko, Ukraine’s deputy minister of environmental protection.

challenges and obstacles

The biggest obstacle to the full exploitation of Ukraine's mineral resources, however, remains a war with Russia.

Some of the main reserves of rare minerals are located in regions currently controlled by Russian forces, such as the Zaporizhzhia and Donetsk areas.

Russia is believed to have strategic interests in these reserves, especially lithium, a crucial material for the production of batteries and other essential technologies.

Experts point out that the recovery of these areas, in addition to being crucial for Ukrainian sovereignty, would be fundamental to ensuring full control over the country's mineral resources.

However, the Russian presence in occupied regions will complicate the task of exploring them and bring uncertainty about Ukraine's economic future.

With information from DW.

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