Ukraine’s mineral wealth has been a key factor in its negotiations with the U.S. as the 2 nations work out particulars for a ceasefire agreement in Ukraine’s war with Russia.
After a rocky start to those negotiations, officers from the U.S. and Ukraine announced an agreement on March 11, 2025. The U.S. would resume help and intelligence sharing with Ukraine, with some conditions, and each agreed to work towards “a complete settlement for growing Ukraine’s vital mineral sources to broaden Ukraine’s financial system and assure Ukraine’s long-term prosperity and safety.”
The preliminary announcement from Ukraine’s authorities acknowledged that vital minerals would additionally “offset the price of American help,” however that line was faraway from the joint assertion. Getting Russia to comply with a ceasefire could be the following step.
There’s little question that Ukraine has an abundance of vital minerals, or that these sources might be important to its postwar reconstruction. However what precisely do these sources embody, and the way ample and accessible are they?
The struggle has severely restricted entry to knowledge about Ukraine’s pure sources. Nevertheless, as a geoscientist with expertise in useful resource analysis, I’ve been studying technical studies, lots of them behind paywalls, to grasp what’s at stake. Right here’s what we all know.
Ukraine’s minerals gas industries and militaries
Ukraine’s mineral sources are concentrated in two geologic provinces. The bigger of those, generally known as the Ukrainian Protect, is a large belt working via the middle of the nation, from the northwest to the southeast. It consists of very outdated, metamorphic and granitic rocks.
A multibillion-year historical past of fault motion and volcanic exercise created a variety of minerals concentrated in native websites and throughout some bigger areas.
A second province, near Ukraine’s border with Russia within the east, features a rift basin generally known as the Dnipro-Donets Melancholy. It’s stuffed with sedimentary rocks containing coal, oil, and pure gasoline.
Earlier than Ukraine’s independence in 1991, each areas provided the Soviet Union with supplies for its industrialization and army. A large industrial space centered on steelmaking grew within the southeast, the place iron, manganese, and coal are particularly plentiful.
By the 2000s, Ukraine was a significant producer and exporter of those and different minerals. It additionally mines uranium, used for nuclear energy.
As well as, Soviet and Ukrainian geoscientists recognized deposits of lithium and rare earth metals that stay undeveloped.
Nevertheless, technical studies counsel that assessments of those and another vital minerals are primarily based on outdated geologic data, that a significant number of mines are inactive because of the struggle, and that many make use of older, inefficient technology.
That means vital mineral manufacturing could possibly be elevated by peacetime international funding, and that these minerals may present even larger worth than they do at present to whomever controls them.
Why the U.S. is so
Important minerals are defined as sources which can be important to financial or nationwide safety and topic to provide dangers. They embody minerals utilized in army gear, computer systems, batteries, and lots of different merchandise.
A list of 50 critical minerals, created by the U.S. Geological Survey, exhibits that greater than a dozen relied upon by the U.S. are ample in Ukraine.
A majority of these are within the Ukrainian Protect, and roughly 20% of Ukraine’s complete attainable reserves are in areas presently occupied by Russia’s army forces.
Important minerals Ukraine presently mines
Three vital minerals particularly ample in Ukraine are manganese, titanium, and graphite. Between 80% and 100% of U.S. demand for every of those presently comes from foreign imports..
Manganese is an important factor in steelmaking and batteries. Ukraine is estimated to have the biggest complete reserves on the earth at 2.4 billion tons. Nevertheless, the deposits are of pretty low-grade—solely about 11% to 35% of the rock mined is manganese. So it tends to require quite a lot of materials and costly processing, including to the whole price.
That is additionally true for graphite, utilized in battery electrodes and a variety of industrial applications. Graphite happens in ore our bodies situated within the south-central and northwestern portion of the Ukrainian Protect. No less than six deposits have been recognized there, with an estimated complete of 343 million tons of ore—18.6 million tons of precise graphite. It’s the biggest supply in Europe and the fifth largest globally.
Titanium, a key steel for aerospace, ship, and missile expertise, is current in as many as 28 areas in Ukraine, each in laborious rock and sand or gravel deposits. The scale of the whole reserve is confidential, however estimates are commonly in the hundreds of millions of tons.
Plenty of different vital minerals which can be utilized in semiconductor and battery applied sciences are much less plentiful in Ukraine but in addition priceless. Zinc happens in deposits with different metals akin to lead, gold, silver, and copper. Gallium and germanium are byproducts of different ores—zinc for gallium, lignite coal for germanium. Nickel and cobalt may be present in ultramafic rock, with nickel extra ample.
No figures for Ukraine’s reserves of those parts had been out there in early 2025, aside from zinc, whose reserves have been estimated at round 6.1 million tons, placing Ukraine among the many prime 10 nations for zinc.
Important minerals that aren’t being mined—but
Geologists have recognized doubtlessly vital volumes in Ukraine of three different sorts of vital minerals necessary for vitality, army and different makes use of: lithium, uncommon earth metals, and scandium.
None of those had been mined there as of early 2025, although a lithium deposit had been licensed for industrial extraction.
The biggest potential lithium reserves exist at three websites within the south-central and southeastern Ukrainian Protect, the place the grade of ore is taken into account reasonable to good. How a lot lithium these reserves maintain stays confidential, however technical studies counsel it’s on the order of 160 million tons of ore and 1.6 million to three million tons of lithium oxide. If most of this could possibly be recovered in a worthwhile approach, it might place Ukraine among the many prime 5 nations for lithium.
Smaller volumes of tantalum and niobium, additionally utilized in metal alloys and expertise, have additionally been recognized in these reserves. Most of Ukraine’s lithium happens as petalite, which, not like the opposite fundamental lithium mineral, spodumene, requires costlier processing.
Uncommon earth parts in Ukraine are identified to exist in several sites of volcanic origin and in affiliation with uranium within the south-central portion of the Ukrainian Protect. These haven’t been developed, although sampling has indicated industrial potential in some websites, whereas different websites seem much less viable.
Uncommon earth parts in excessive demand for superior magnets and electronics—neodymium, praseodymium, terbium, and dysprosium—are all current in various quantities in these areas. Different vital minerals are related to these deposits, particularly zirconium, tantalum, and niobium, in undetermined however doubtlessly vital quantities.
Lastly, scandium, utilized in aluminum alloys for aerospace elements, has been recognized as a byproduct of processing titanium ores. Ukraine’s scandium doesn’t seem to have been studied in sufficient element to judge its industrial potential. Nevertheless, world manufacturing, about 30 to 40 tons per yr, is forecast to grow rapidly.
Ukraine’s mineral future
It’s clear that Ukraine is endowed with priceless sources. Nevertheless, extracting them would require roads and railways for entry, infrastructure akin to electrical energy and mining and processing expertise, funding, technical experience, environmental concerns, and, above all, cessation of army battle.
These are the true determinants of Ukraine’s mining future.
This text, initially printed March 11, 2025, has been up to date with the introduced settlement.
Scott L. Montgomery is a lecturer on the Jackson College of Worldwide Research at University of Washington.
This text is republished from The Conversation beneath a Inventive Commons license. Learn the original article.
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