Donald Trump wants to sign an agreement with Ukraine on the receipt of the United States of rare earth metals and other natural resources in exchange for weapons supply.
We finally speak with the businessman in the language understandable to him " We need weapons, they are valuable minerals, which, fortunately, is rich in Ukraine.
In theory, everything is fine: investment is our cult, in addition to unique deposits, somewhere there are unique full production cycles, which will also not interfere with the technological update. And most importantly, we still have scientists who put their lives on development in this area, and, believe me, they have something to surprise Western colleagues.
In the assortment.
For decades, Ukraine was, in fact, the only country in the world that had a full cycle of the production of metal titanium products, which is critical for the military -industrial complex of any country. We had two enterprises for the production of titanium dioxide, without which everything is white in this world, from paper to the Falcon rocket, will be grayish. Ukraine is one of the few countries with large lithium deposits (up to 10% of world reserves), vital for electric cars. Moreover, all lithium deposits in Ukraine are complex, that is, they also contain Beryllium, Rubidia, Cesium, Tin, Tolfram, Tantal and Niobi. Everything is rare, all valuable no less than lithium itself, because modern technological development without rare earth elements is impossible, and the prefix “rarely” directly hints at the price.
In addition to exotic, we have in the assortment and traditional fossil values \u200b\u200b(other resources mentioned by Trump): about 80 million tons of oil and 1.3 trillion cubic meters of divorced natural gas reserves, two seats of shale gas deposits with total stocks of up to 7 trillion cubic meters, 40. Oh, what do we only have.
A year ago, Ukrainian Forbes estimated the cost of minerals of Ukraine at almost 15 trillion dollars. A year earlier, the Canadian consulters of SECDEV for The Washington Post rated our reserves at 26 trillion dollars.
It seems to be enough to pay for American military assistance.
The amount is even consonant with the " Remember, the fourth of the five points of the plan is just about the “critical resources of Ukraine for joint investment and use”.
And yet, in vain, the president brought us to these auction....
Firstly, the Russians captured a significant share of these underground treasures. Now more than 60% of our coal reserves (41 deposits) are occupied, 11% - oil (nine deposits), 20% - natural gas deposits (27 sites), 42% - metals, 33% - rare -earth metals and minerals. In particular, six iron ore deposits, two - Titanova, two - zirconieva, one section of the deposits of strontium, one lithium deposit and one uranium.
According to the same secdev, we are talking about resources for 12.5 trillion dollars. Of the mentioned 26 trillion, or about 48%.
What is simpler: to spend billions of dollars and years on the support of Ukraine, expecting it to return the borders, if not the 91st, then at least the 14th, or now go and agree with Putin about the distribution of these resources?
Since everyone became such cynics, then why not Trump simply give Ukraine to Putin, achieve “all the goals of the special operation” and begin a large -scale partnership for the development of “new territories” resources.
Do not forget that real gurus of simple decisions drove into the White House.
It’s not that the Russians did not need the seized resources, but the list of sanctions imposed on the Russian Federation, including personal ones, is a fairly significant argument for any exchange.
Moreover, in order for our reserves to really turn into trillions, billions and decades need to be invested in them.
So, secondly, if we have already switched to such a pragmatic and business relationship with one of the key partners, then maybe not to promise him what is not? Purely for Fair Play, so that then Mr. Donald would not rage that the treasures were half a bunch of guano. Our current government is already nothing but heartburn, the Trump team does not cause. Lies is unlikely to improve this situation.
You should start with the fact that now in the world there are no tested technologies for obtaining products from Ukrainian lithium deposits and related " Only theoretical developments. Moreover, all three of our deposits are not similar in types and contain different sets of ores, therefore, processing technologies must be developed separately for each deposit. Minimum investments in each - $ 750 million. and 15 years to start production. The daredevil, which is seduced by these prospects, immediately awaits a surprise - the latest data from the geological exploration of deposits since 1967. One deposit is in the occupation, the other is in a judicial dispute from 2018 to this day, he has been looking for investors for the third years and has not yet found.
Then we must honestly say that we also do not have any titanium, because many can produce metal titanium, but its raw materials are a titanium sponge - a few enterprises. That's right, we had such a combined mining and chemical company (OGKhK), but we sold it literally immediately after the high-profile promises of Zelensky in Brussels. And not investors of the allied countries, but to Azerbaijanis with the Russian shower. Let me remind you more price - $ 96 million. for unique production.
But there is also Beryllium, he, like Lithuania, is adjacent to other rare -earth ores, and the field is well explored, prepared, in safe Zhytomyr region, only the special perception for its development for 20 years belongs to a private Ukrainian investor.
I'm afraid to shock, but in 2025, from the Nativity of Christ, everything that has at least some value belongs to someone. And this is not about the mythical “subsoil belong to the people of Ukraine”, but about the realities of receiving licenses for prey. If our proposal is serious, then where are specific investment cases? Why are we not starting with them, but with a conference, also responsible for everything we appoint Alexander Kubrakov? Excuse me, in the status of whom: the head of the Ooshki or adviser to the Minister of Defense?
Of course, we can offer Western investors the state " A little gas deposits squeezed like those lemons. Oleskaya Square Sleel Gaza, but this lemon has not yet blossomed. Will it be not enough after such generous advances?
Not a time for greed, we are like no one in the fact that powerful economies have valuable assets in Ukraine that they will protect if that. These are actually the best security guarantees from possible. The literally unknown deposits of the Ukrainian crystalline shield deserve attention, money, technology. We need new workplaces and investments. Only we invite it somehow strange, without a " And we also have European partners who, no matter what Trump claims there, help Ukraine no less and for some reason most often ask for nothing in return.
Here it is, thirdly and most importantly-translating negotiations with partners to the level of commercial benefits and interests, we go down from the level of “war for democratic values \u200b\u200bagainst autocracies” to the level of “weapons for resources”.
The ideological war at this level will be lost. The most powerful of Western democracies, which for decades exported “democracy, freedom, human rights and the rule of law,” will sign in the reluctance to defend these beliefs if she is not paid. So, not such beliefs and valuable ones (and the liquidation of USAID is not only about bureaucratic optimization). It is unlikely that the United States will benefit from this.
Unfortunately, at the level of “weapons for resources”, our already fragile geopolitical subjectivity turns into a pumpkin. And no matter how later negotiations are underway, we are unlikely to benefit from this, because who will listen to a bunch of minerals? Nevertheless, while we gave our best, and the Russians grinded their worst, someone thanks to the sanctions managed to enter the EU market with their gas, and to set up cheap oil products from Russian raw materials from India in order to tame their own inflation, and revived entire cities thanks. And we sincerely thank for any help, but we are not overwhelming, Donald Fredovich, we loaded your HCD capacities ten years in advance, already guaranteeing you jobs, and GDP growth, and export revenue. Even without any ideological pathetics, we deserve a better role than we are eventually offered.
And most importantly, at the level of “weapons for resources” you can forget about the inevitability of the punishment of the aggressor for intervention in a sovereign country. This is the level of grandmothers, advances, bidding and concessions. Not about the supremacy of international law, not about the terrible price that Ukrainians pay daily, not about the price that others will pay if the order is not restored. Those who think that at least someone will benefit from this are unhappy. Do not believe? Well, the Greenland Inuits is also unlikely to be worried about international law a year ago.
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