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U.S. and Ukraine Agree on Minerals Deals But Zelensky Still Wants Security Guarantees Included

Source: YouTube
The U.S. and Ukraine have reached a controversial minerals deal that grants the U.S. access to Ukraine’s future natural resource revenues. While President Donald Trump has framed the agreement as a means to recoup America’s financial aid to Kyiv, Ukrainian President Volodymyr Zelensky calls it a mere “framework” that requires further discussion. The deal sparked debate over what the U.S. stands to gain and what it could mean for Ukraine’s sovereignty and economic future.
What’s in the Minerals Deal?
The agreement, as outlined in a draft obtained by multiple media outlets, establishes a Reconstruction Investment Fund jointly managed by both nations. Under the deal, Ukraine will contribute 50% of all revenues from the future monetization of its natural resources, including hydrocarbons, oil, natural gas, and rare earth minerals. These funds will not include Ukraine’s existing state revenues but will be directed toward economic recovery efforts.
The agreement, however, does not provide explicit security guarantees for Ukraine. Instead, it states that the U.S. “supports Ukraine’s efforts to obtain security guarantees,” leaving open questions about Washington’s long-term commitment to Kyiv’s defense. Zelensky has expressed concern that security terms must be finalized in future discussions.
What’s the Deal With Ukraine’s Minerals?
Trump has repeatedly signaled his desire to reduce the financial burden of U.S. aid to Ukraine while securing strategic advantages for America. Ukraine is home to some of the world’s most valuable rare earth minerals, essential for high-tech industries, electric vehicles, and defense manufacturing. By securing access to these resources, the U.S. strengthens its supply chain while reducing dependence on China, a dominant player in the rare earth market.
Moreover, Trump has long championed “America First” policies that emphasize economic returns on foreign aid. His administration has sought to ensure that American investments abroad yield tangible benefits, making this minerals deal a potential model for future diplomatic agreements.
Controversy and Concerns
The deal has faced pushback from multiple fronts. In Ukraine, concerns are growing over what some perceive as a transactional approach to diplomacy. Some critics argue that ceding half of Ukraine’s future mineral revenues could limit the country’s long-term economic sovereignty. Zelensky, while calling the deal a step forward, has insisted on negotiating further details with Trump.
Domestically, the Trump administration is facing scrutiny over the lack of security guarantees tied to the deal. Some lawmakers question whether the agreement adequately supports Ukraine’s stability or if it primarily serves U.S. financial interests. Additionally, many Ukrainians remain wary, recalling Trump’s past rhetoric suggesting that Ukraine must “repay” the U.S. for its military support.
The Future of U.S.-Ukraine Relations
Zelensky is expected to travel to Washington in the coming days to discuss the deal further. His administration hopes to secure additional terms that reinforce Ukraine’s security while ensuring economic stability. Whether the U.S. offers additional military commitments remains a key question.
For Trump, the minerals deal represents a broader strategy to reshape America’s role in global conflicts. By leveraging economic agreements instead of direct financial aid, he aims to position the U.S. as a strategic partner that benefits from its foreign investments. However, the success of this approach will depend on how the deal is received by both American lawmakers and the Ukrainian public.
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