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Critical Minerals Deal Sparks Concerns over Ukraine's Sovereignty

The US and Ukraine have agreed on the terms of a draft minerals deal that could grant Washington significant access to Ukraine's vast mineral wealth. The agreement does not include any explicit security guarantees for Ukraine, which has raised concerns about the country's sovereignty. The deal's terms would see Ukraine contribute 50% of revenue from its mineral resources to a Reconstruction Investment Fund.

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Ukraine Prepares to Sign Minerals Deal with US Amid Tensions Δ1.88

The US and Ukraine are set to sign a minerals deal that has been put on hold due to a contentious Oval Office meeting between President Donald Trump and Ukrainian President Volodymyr Zelenskiy, which resulted in the Ukrainian leader's swift departure from the White House. The deal, which was proposed last week, aims to provide the US with access to revenues from Ukraine's natural resources in exchange for increased economic support. Despite the tense meeting, both sides are willing to move forward with the agreement, although it is unclear if any changes have been made.

Washington Drops $500 Billion Demand As Ukraine Minerals Pact Takes Shape Δ1.87

A resources deal between Washington and Kyiv is nearing completion, though differences remain in how each side portrays the arrangement. President Donald Trump struck an upbeat tone Wednesday, claiming victory with a finalized agreement. “We’ve been able to make a deal where we’re going to get our money back and a lot of money in the future,” he told reporters. Ukraine President Volodymyr Zelenskyy‘s assessment proved far more measured. At a Kyiv press conference, he described the potential pact as a “big success” while explicitly rejecting any notion of debt repayment.

Trump Touts Fair Deal with Zelenskiy at White House Δ1.84

Holding a meeting with Ukrainian President Volodymyr Zelenskiy at the White House, US President Donald Trump signed a minerals deal that he claims was very fair, marking a significant diplomatic development in the complex relationship between the two countries. The agreement is seen as an effort by Trump to ease tensions with Ukraine and demonstrate his commitment to strengthening ties between Washington and Kiev. The signing ceremony took place amid ongoing concerns about Russia's involvement in Ukrainian affairs.

Trump Says US Has "Just About" Ended Pause on Ukraine Intel Sharing Δ1.84

The U.S. President's statement on ending the suspension of intelligence sharing with Ukraine comes as a potential lifeline for the country, which faces significant challenges in defending itself against Russian missile strikes. The move could also signal a shift in Trump's approach to negotiating with Ukrainian officials and potentially paving the way for increased cooperation between the two countries. However, questions remain about the implications of this development on the ongoing conflict and its impact on regional stability.

Trump, Zelenskiy Did Not Sign Minerals Deal, White House Says Δ1.84

U.S. President Donald Trump and Ukrainian President Volodymyr Zelenskiy's decision not to sign a minerals deal on Friday is a significant setback for diplomatic efforts between the two nations, which had been building momentum following a surprise phone call between Trump and Zelenskiy in July 2019. The lack of progress underscores the challenges facing the U.S.-Ukraine relationship, particularly with regards to issues like Ukraine's military aid package and Russian aggression. The White House's assertion that Trump has not ruled out an agreement, but only when Ukraine is ready for a constructive conversation, highlights the complexities of the situation.

Lithium Development Faces Security and Financial Challenges Δ1.83

Ukraine's mineral mapping and exploration lagging behind, a small team of ecological consultants drop sensors into holes in the earth to measure water levels. The environmental survey comes years ahead of any mining operations at the undeveloped site, underlining how much work is still to be done before a minerals deal generates significant revenue for either side. Without some form of Western security guarantee, developing the Polokhivske lithium deposit would be tough due to the risks of a return to war even if a ceasefire is agreed with Russia this year.

JD Vance Says Giving US Economic Interest in Ukraine Is a Security Guarantee. Δ1.83

U.S. Vice President JD Vance has proposed that Washington's economic stake in Ukraine serves as a security guarantee for the country, suggesting that tying economic interests to Ukrainian stability can provide a more reliable and long-lasting assurance of protection than traditional military commitments. The idea aligns with President Donald Trump's push for a minerals deal with Ukraine, which could potentially provide significant benefits for American business while also serving as leverage in diplomatic efforts. This approach reflects broader tensions surrounding executive power, accountability, and the implications of U.S. actions within government agencies.

Trump-Zelensky Yelling Match Leaves Ukraine Deal in Limbo Δ1.82

The intense Oval Office exchange between US President Donald Trump and Ukrainian President Volodymyr Zelensky has thrown the planned economic deal into uncertainty, raising concerns about the prospects of a stable and economically prosperous Ukraine. The heated exchange saw both leaders trade barbs, with Trump accusing Zelensky of being "disrespectful" and Zelensky trying to make the case that helping Ukraine is in America's interest. The deal, which was reportedly completed but now unclear if it will ever be signed, would have established a "Reconstruction Investment Fund" to deepen the partnership between the two countries.

Ukraine Firmly Determined to Continue Cooperation with US, PM Says Δ1.81

Ukraine is "firmly determined" to continue cooperation with the United States, Prime Minister Denys Shmyhal said on Tuesday following the news that Washington paused its crucial military aid. Shmyhal said Ukrainian forces could hold the situation on the battlefield as they fight Russian troops despite the pause in U.S. supplies. President Donald Trump stunned Ukrainians by pausing the supply of U.S. military aid that has been critical for Kyiv since Russia's 2022 invasion.

Ukraine and Trump's White House Faces Uncertain Future Δ1.80

The situation in Ukraine remains uncertain, with ongoing tensions between Russia and Western countries, including the United States. The Biden administration's decision to send advanced military equipment to Ukraine has increased the stakes, as Moscow responds with increasing aggression. As the conflict escalates, diplomatic efforts are crucial to preventing a wider war.

Kremlin Signals Russia-US Talks on Ukraine Not Immediate. Δ1.79

The Kremlin has signaled that the next round of Russia-U.S. talks on ending the war in Ukraine is unlikely to happen before the embassies of both countries resume normal operations, amid ongoing tensions between the two nations. The delay is partly due to concerns over U.S. President Donald Trump's stance on military aid to Ukraine and his administration's willingness to engage in dialogue with Russia. Meanwhile, Kyiv remains wary of Moscow's intentions, citing past betrayals by Russian leaders.

US Mulls How to Ease Russia Energy Sanctions Quickly If War Ends, Sources Say Δ1.79

The U.S. government is considering options to quickly ease sanctions on Russia's energy sector, contingent on a peace agreement to end the Ukraine war. This initiative reflects efforts to prepare for potential negotiations between President Trump and President Putin, as analysts suggest that sanction relief could be a key element in any deal. The inquiry also addresses past delays in lifting sanctions, aiming to streamline the process to avoid disruptions in global markets.

France to Tap Russian Assets for $211 Million This Year, Minister Says Δ1.79

France will use interest from frozen Russian assets to fund another $211 million in arms for Ukraine, Armed Forces Minister Sebastien Lecornu said in a newspaper interview. The country plans to tap into these funds to purchase additional military equipment, including artillery shells and glide bombs, for its Mirage 2000 fighter jets. France is also expected to hand over some of its older armoured fighting vehicles to Ukraine.

Ukraine's Sovereignty Under Fire as Trump-Zelenskiy Spat Rips Us Ties Δ1.79

Ukrainians have faced a stark reality since the White House clash between President Volodymyr Zelenskiy and U.S. President Donald Trump, plunging ties between Kyiv and its top military backer into an unprecedented low. The dispute over how to end Russia's three-year-old invasion has raised concerns about the future of US backing for Ukraine's war effort as Russian forces advance across swathes of the east. Ukrainian leader Zelenskiy is now seeking increased European support if US aid declines.

US to Assess Ukraine's Peace Stance in Saudi Arabia Meeting Δ1.79

U.S. officials are set to evaluate Ukraine's willingness to make concessions to Russia during a meeting in Saudi Arabia, amidst concerns that the ongoing conflict requires a realistic approach to peace negotiations. Secretary of State Marco Rubio and other U.S. representatives will engage with Ukrainian officials to gauge their commitment to improving relations and their openness to a compromise regarding territorial disputes. The discussions occur against a backdrop of skepticism from European allies, who believe that Ukraine should negotiate from a position of strength rather than haste.

Zelenskiy Heads to Saudi Arabia Ahead of Crunch US Talks Δ1.79

Ukraine's President Volodymyr Zelenskiy is set to meet with Saudi Crown Prince Mohammed bin Salman on Monday, as tensions over the war in Ukraine continue to escalate. The US has shifted its stance, engaging directly with Moscow while cutting off military assistance and intelligence sharing for Kyiv. A bilateral minerals deal between Ukraine and the US will also be discussed during the talks, with Zelenskiy emphasizing the need for a realistic peace agreement.

UK Announces New $2 Billion Deal to Fund Air-Defence Missiles for Ukraine Δ1.79

The British government has announced a new £1.6 billion ($2 billion) deal that would allow Ukraine to purchase 5,000 air-defence missiles using export finance, marking a significant escalation in the country's efforts to bolster its air defence capabilities amidst ongoing conflict with Russia. The deal, which is expected to be finalized in the coming months, will enable Thales to manufacture the lightweight-multirole missiles for Ukraine, providing them with vital protection against drone attacks. The move also underscores the UK's commitment to supporting Ukraine's sovereignty and territorial integrity.

Zelenskiy Believes He Can Salvage Relationship with U.S. After Tense Meeting Δ1.79

Ukrainian President Volodymyr Zelenskiy expressed optimism about repairing his relationship with U.S. President Donald Trump following a contentious meeting in the Oval Office, where Trump criticized him for perceived disrespect and ingratitude towards U.S. aid. Despite the tensions, Zelenskiy reiterated Ukraine's commitment to territorial integrity and indicated readiness to finalize a minerals deal with the U.S. He emphasized the importance of continued dialogue and security guarantees from Washington to deter Russian aggression.

Ukraine Can Hold Out on Frontline, Kyiv Says After Trump's Military Aid Pause Δ1.79

Ukraine has maintained its ability to supply its front lines despite the U.S. pause in military aid, while President Zelenskiy remains silent on the issue. The aid freeze has sparked tensions between Washington and Kyiv, with the Kremlin saying it is a step towards peace. Ukraine's military capabilities have been bolstered by EU and other international support since the start of the conflict.

Ukraine Increases Steel Production Despite Loss of Coking Coal Mine Δ1.79

Ukraine is experiencing a rise in steel production in early 2025, achieving a 9.9% increase in raw steel output to 1.18 million metric tons, despite the suspension of operations at its key coking coal mine in Pokrovsk. The loss of this vital resource comes as the country navigates the ongoing impacts of Russia's invasion, which had previously devastated its steel industry. While Ukrainian steelmakers express optimism about sourcing coking coal from alternative localities, the need for imports raises concerns about increased production costs.

TRUMP May Restore Ukraine Aid PENDING Confidence-Building Measures Δ1.79

President Donald Trump will consider restoring aid to Ukraine if peace talks are arranged and confidence-building measures are taken, White House national security adviser Mike Waltz said on Wednesday. Trump halted military aid to Ukraine on Monday, his latest move to reconfigure U.S. policy and adopt a more conciliatory stance toward Russia. The letter from Ukrainian President Volodymyr Zelenskiy that expressed willingness to come to the negotiating table was seen as a positive first step.

Euro Rebounds From 2-1/2-Week Low, Ukraine and Defence Spending in Focus Δ1.79

The euro rebounded as EU leaders drew up a Ukraine peace plan, which may boost future growth and support the currency. A likely increase in fiscal spending by euro zone countries could provide some boost to future growth, supporting the currency. The renewed push for peace in Ukraine and possible increase in defence spending are monitoring closely by investors.

Europe Needs ‘Coalition of Willing’ for Ukraine Δ1.79

A coalition of European countries willing to provide Ukraine with security guarantees after any US-brokered ceasefire is necessary, according to UK Prime Minister Keir Starmer. This approach would involve a group of willing nations working together on a plan to stop the fighting in Ukraine. The proposal aims to rapidly ramp up defense spending and maintain momentum for Ukrainian support.

Trump Threatens Russia with Sanctions Until Ukraine Peace Reached Δ1.78

Trump's threats of large-scale sanctions on Russia follow a pause in US military aid and intelligence support to Ukraine, as he calls for both countries to negotiate a peace deal. Russian forces have almost surrounded thousands of Ukrainian troops in the Kursk region, leading to concerns about the stability of the situation. The US president has expressed a willingness to ease sanctions on Russia's energy sector if Moscow agrees to end the Ukraine war.

Britain, France Refine Ukraine Peace Plan with New Washington Trip in Mind Δ1.78

France and Britain are aiming to finalise a peace plan for Ukraine, possibly "in days", that could be presented to the United States, while building bridges between the U.S. and Ukraine before possible talks in Washington. The two European powers have held several calls with Donald Trump and Volodymyr Zelenskiy since their fractious meeting last Friday in the Oval Office led to a suspension of U.S. military aid to Kyiv. A visit by Macron, Starmer, and Zelenskiy is under consideration, although the French presidency quickly corrected this statement.