Ukraine, Russia react to controversial US minerals sharing deal + Trump administration notifies Congress of proposal to sell Ukraine $50m or more of ‘defense articles’

Ukraine, Russia react to controversial US minerals sharing deal

The draft published by lawmakers does not include any explicit U.S. security guarantees — long one of Kyiv’s primary demands. However, the agreement “guarantees new deliveries of American weapons, including air defense systems — their cost will be credited to a joint fund,” according to Mykhailo Podolyak, an advisor to President Volodymyr Zelenskyy.

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The U.S.-Ukraine Mineral Deal: What We Know

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Trump is negotiating with BOTH Russia AND Ukraine for Donbass’ minerals.

Ukraine expected to sign a deal with Trump giving U.S. access to its rare minerals—but almost half are impossible to get to

Ukraine is nearing a deal to grant the U.S. access to its rare minerals in exchange for continued political and, perhaps, military support, though negotiations face challenges since 40% of these resources are in Russian-occupied territory. With Trump pushing for access to these minerals while also engaging in talks with Russia, Ukraine faces uncertainty over its strategic partnerships as it navigates its war effort and economic future.

That being said, information about what materials Ukraine has and where they are located presents snags for negotiations. Namely, Ukraine can’t promise access to all its materials when a reported 40% of the minerals are under land currently occupied by Russia.

On top of that, the main motivation for Zelensky agreeing to swap minerals is likely to be in return for military aid from America—which Ukrainian officials say has not been explicitly penciled into the draft.

Despite this, yesterday sources in Kyiv confirmed the terms to share materials—including oil and gas—are almost agreed after months of negotiation.

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Ukraine: Imposing the plan

After briefly presenting his Victory Plan at the seat of Ukraine’s national sovereignty, the Verkhovna Rada, Volodymyr Zelensky has continued his tour to try to win the support of the people and institutions that really matter – his foreign partners. In Brussels, the Ukrainian president sought to curry favour with one of his main suppliers, the current support of the Ukrainian state, the European Union, whose Parliament once again welcomed him as a hero. “The last time you were here,” wrote Roberta Metsola, “I promised you our unwavering support on your country’s path to EU membership. Today I am proud to welcome you to the House of European Democracy as the leader of a candidate country for EU membership.” “Ukraine is Europe,” she said, deliberately confusing the continent with the political bloc. However, with EU entry long understood as a decision that has been made and that it is simply a matter of time, Zelensky’s speech did not focus on the benefits of the Union or the enormous benefit that will be obtained by admitting Ukraine into the European family, but on the continuation of his campaign to formalize the Victory Plan as a possible way out of the war. Kiev is acting in the same way that in the last decade it has managed to institutionalize the nationalist discourse, previously only characteristic of a part of the country, as the only possible national discourse. Ukraine is working to achieve the same objective and to make its plan – in reality a wish list that its allies must help it to fulfill and not a roadmap to achieve them – appear as a path to a just peace.

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New US-Ukraine partnership proposal from influential senators is a recipe for World War III

Atlantic Council resident fellow Andrew D’Anieri describes a new potential U.S.-Ukraine partnership

New US-Ukraine partnership proposal from influential senators is a recipe for bipartisan success

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Washington wants Ukraine’s resources – US Senator

“According to open-source data, the total value of Ukraine’s former mineral resource base is estimated at almost $14.8 trillion, but $7.3 trillion of this is now in the Luhansk and Donetsk People’s Republics. That means almost half of the former Ukraine’s national wealth is in Donbass!” Medvedev explained in a lengthy Telegram post.

“To get access to the coveted minerals, the Western parasites shamelessly demand that their wards wage war to the last Ukrainian. They are already directly voicing such intent without hesitation,” Russia’s former leader added.

WikiSpooks: Atlantic Council

The future of critical raw materials: How Ukraine plays a strategic role in global supply chains

Ukraine is a key potential supplier of rare earth metals, including titanium, lithium, beryllium, manganese, gallium, uranium, zirconium, graphite, apatite, fluorite, and nickel. Despite the war, Ukraine holds the largest titanium reserves in Europe (7% of the world’s reserves). It is one of the few countries that mine titanium ores, crucial for the aerospace, medical, automotive and marine industries.

Before February 2022, Ukraine was a key titanium supplier for the military sector. It also has one of Europe’s largest confirmed lithium reserves (estimated at 500,000 tons), vital for batteries, ceramics, and glass. Ukraine is the world’s 5th largest gallium producer, essential for semiconductors and LEDs, and has been a major producer of neon gas, supplying 90% of the highly purified, semiconductor-grade neon for the US chip industry.

The future of critical raw materials: How Ukraine plays a strategic role in global supply chains

Source

The future of critical raw materials: How Ukraine plays a strategic role in global supply chains

Ukraine is a key potential supplier of rare earth metals, including titanium, lithium, beryllium, manganese, gallium, uranium, zirconium, graphite, apatite, fluorite, and nickel. Despite the war, Ukraine holds the largest titanium reserves in Europe (7% of the world’s reserves). It is one of the few countries that mine titanium ores, crucial for the aerospace, medical, automotive and marine industries.

Before February 2022, Ukraine was a key titanium supplier for the military sector. It also has one of Europe’s largest confirmed lithium reserves (estimated at 500,000 tons), vital for batteries, ceramics, and glass. Ukraine is the world’s 5th largest gallium producer, essential for semiconductors and LEDs, and has been a major producer of neon gas, supplying 90% of the highly purified, semiconductor-grade neon for the US chip industry.

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Ukraine is rebuilding the global titanium market

The Battle for Ukraine’s Titanium

Why might Africa want France gone? + ECOWAS Activates Standby Force for Potential Niger Intervention

Let’s continue to follow the post-coup situation in Niger. We had Victoria Nuland travel to Niger, presumably to help organize the overthrow of the government since 1- that’s usually what a visit from Nuland portends and 2 – a “rebel movement” called the Council of Resistance for the Republic under the leadership of someone named Rhissa Ag Boula started just after her visit. If there is going to be a Western war over this coup, it is likely that Nigeria – the giant country in West Africa with 224M people, much bigger than all other countries in the region combined – will be a part of the intervention, as would France and presumably the US. Other countries of the region are lining up on one or the other side, with Burkina Faso, Mali, and Algeria all lining up with the post-coup Niger government, so we are in a scary situation.

Why might Africa want France gone?

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ECOWAS Activates Standby Force for Potential Niger Intervention

US to Appoint New Arctic Ambassador With Eye on Russia

US to Appoint New Arctic Ambassador With Eye on Russia

The US military is preparing for a future conflict in the Arctic with Russia, as well as China, by revamping its forces in the region. The US Army released a strategy document last year that said the Arctic has the “potential to become a contested space where United States’ great power rivals, Russia and China, seek to use military and economic power to gain and maintain access to the region at the expense of US interests.”

The US Navy released a similar strategy document in early 2021. Then-Navy Secretary Kenneth Braithwaite suggested that the US could start challenging Russian claims to the Arctic by sending warships near Russia’s northern coast, similar to how the US Navy makes provocative passages near Chinese-controlled islands in the South China Sea.

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Melting ice will change the economics of extracting resources from the Arctic

Of the 90 billion barrels of oil and 1,700 trillion cubic feet of natural gas estimated to lie north of the Arctic Circle, 84% lies offshore. And while Arctic conditions can still be as harsh as they were on the Seabees, the infrastructure of oil and gas extraction has improved vastly. “If people aren’t drilling all over the Arctic now, I don’t think it’s because there’s a gap in technology,” said Stig-Mortean Knutsen, a petroleum geologist at the Arctic University of Norway. “It’s more to do with cost.”

These extractive ambitions rub against the urgency of our environmental moment: the need to cut down, rather than pursue, fossil fuel use. As part of their sustainability goals, banks claim they’re now making it difficult for oil firms to get funds for new Arctic projects. Knutsen calls this decision to withhold financing an easy one to make, “like kicking down an open door,” because the upfront expense of a project is so steep today. If those expenses shrink in a warming Arctic, banks might well step up once again, he said. One sustainability executive at a London-based bank, who asked not to be named, pointed out: “In any case, China and Russia will be happy to fund new projects.”

Ironically, to best transition away from carbon fuels, the Arctic may first have to yield up another kind of resource: metals. The batteries, electric vehicles, and fuel cells of the future will need huge quantities of copper, nickel, manganese, rare earths, and other metals, said Gerard Barron, the CEO of The Metals Company, which hopes to mine the sea floor once the International Seabed Authority, a body within the UN, finalizes an undersea mining code. Barron’s miners are most actively studying the Clarion Clipperton Zone, a region just south of Hawai’i, where there is, Barron believes, enough metal to build 280 million EV batteries.