From Theory to Reality: Evaluating the U.S.-Ukrainian Minerals Deal (warontherocks.com)

• Assessment of the 2025-2026 U.S.-Ukraine minerals investment framework.
• Integration of resource security into western strategic resilience.
• Balancing sovereign control of assets with multi-national industrial access.

"J.C. Ellis re-examines the progress of the U.S.-Ukraine critical minerals investment framework established following calls for western alignment on Ukraine’s resource base. The evaluation assesses how current investment structures balance Ukrainian sovereignty with allied access to rare earth elements and strategic commodities. The analysis highlights the integration of resource security into the broader geopolitical strategy to secure European and American industrial supply chains against dependency on non-aligned global actors."