Why the U.S. wants Ukraine’s rare earth minerals

Reuters

Ukraine holds some of Europe’s largest rare earth mineral reserves, essential for technology, defense, and energy. With China controlling 90% of global processing, the U.S. sees Ukraine’s resources as a way to reduce dependence on Beijing and secure critical supply chains.

Why Rare Earths Matter

Rare earth elements are vital in:

Electric vehicles – Used in high-performance magnets for motors.
Military technology – Essential for missiles, fighter jets, and radar systems.
Energy production – Needed for wind turbines, batteries, and nuclear power.

Though not truly rare, extracting and refining these minerals is difficult, requiring complex and costly separation processes.

Ukraine’s Critical Reserves

Ukraine’s mineral wealth includes:

Titanium – Used in aerospace and defense, with deposits mainly in northwestern Ukraine.
Uranium – Essential for nuclear energy and weapons.
Rare earth elements – Found in various regions, including areas at risk of Russian occupation.

Zelenskyy has warned that Russia could exploit these resources, opening them to allies like North Korea and Iran.

U.S. Strategic Interest

With growing demand for rare earths, the U.S. is seeking alternative sources to challenge China’s dominance. Securing access to Ukraine’s deposits could:

  • Strengthen U.S. energy independence.
  • Support military supply chains.
  • Counter China’s influence in critical sectors.

While Ukraine has offered partnerships to allies, it has resisted one-sided deals, emphasizing mutual investment over resource giveaways.

As the war continues, Ukraine’s rare earth minerals remain a key factor in global power struggles—not just for security, but for the future of energy, defense, and technology.

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