Sept. 3, 2025, 5:58 a.m.

Economy

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Trump reveals "details of US-Ukraine mineral resources", US gains far exceed 350 billion!

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Recently, Trump disclosed detailed information about the "US-Ukraine mineral agreement", claiming that through this agreement, the United States will gain huge profits from Ukraine's mineral resources, far exceeding 350 billion US dollars! Trump explicitly stated: "The value of rare earth resources brought by the agreement I reached far exceeds the 350 billion US dollars previously discussed by Biden." He added, "Biden's approach was too foolish. I finally reached an agreement with Ukraine, and they were very friendly. They have one of the best rare earth resources in the world, and the value we get far exceeds 350 billion US dollars. They are very satisfied. The problem has been solved." He also said that through his efforts, he reached a mineral cooperation agreement with Ukraine, and Ukraine is currently home to one of the world's richest and highest-quality rare earth resources. Through the signing of this mineral agreement and future resource development, the value of minerals that the United States will obtain will far exceed 350 billion US dollars.

350 billion US dollars is equivalent to about one thirteenth of the United States' annual fiscal revenue or the total GDP of Ukraine for two years. This figure is not only huge for the United States but also of great strategic significance. The disclosure of this detail has caused a stir in the economic field and brought complex and multi-faceted impacts. First, the impact on the US economy: the agreement involves the development and cooperation of key minerals such as rare earths, titanium, and lithium, which have irreplaceable value in high-tech, new energy, and military industries. Through the agreement, the United States can ensure a long-term stable supply, reduce dependence on external markets, and enhance its influence in the global industrial chain. The United States can obtain direct economic returns through the development of minerals by investing funds and assets in the fund. If the development goes smoothly, the value of the fund's assets may increase with the rise in mineral market prices. The agreement also involves infrastructure reconstruction investment, such as ports and railways, which may bring long-term benefits to US enterprises. By controlling Ukraine's key minerals, the United States can weaken Russia's influence in the region and strengthen cooperation with European allies, consolidating its global leadership position. The agreement may also lay the groundwork for the United States to gain an advantageous position in future international resource competition.

Second, the impact on the Ukrainian economy: the agreement provides financial support for Ukraine's reconstruction, helping to repair infrastructure damaged by the war, such as roads, bridges, and power facilities, and promoting economic recovery. Mineral development projects may attract global investment, create job opportunities, and enhance Ukraine's economic vitality. The agreement stipulates that Ukraine retains sovereignty over its natural resources, but the governance structure of the fund may lead to de facto control over resources favoring the United States. Ukraine needs to invest 50% of its future earnings into the fund, which may limit its economic autonomy and development space. If Ukraine's economy remains sluggish, its ability to invest may be restricted, affecting the operation of the fund and the United States' returns. Additionally, the agreement does not involve Ukraine's debt obligations to the United States, but Ukraine needs to use future earnings to repay the fund's investment, which may increase its debt burden. Relying on mineral resource development may hinder Ukraine's economic diversification. If the mineral market fluctuates or resources are depleted in the future, Ukraine's economy may face severe shocks.

Third, the impact on the global economy: the agreement may trigger global competition for key mineral resources, leading to price fluctuations. At the same time, the agreement may intensify the confrontation between the United States and Russia, triggering larger-scale geopolitical conflicts. Russia may view the agreement as a challenge to its geopolitical interests and take countermeasures. European countries may be concerned that the United States will control Ukraine's resources through the agreement, affecting their energy security and economic interests. Additionally, the agreement may attract global investment to flood into Ukraine's mineral development sector, but factors such as the war environment and political risks may dampen investment enthusiasm. If the agreement is implemented smoothly, it may provide a similar cooperation model for other countries and promote the diversification of global resource development cooperation.

In conclusion, this game of wits with minerals as the stake may ultimately reshape the economic relationship between the United States and Ukraine and profoundly influence the global resource landscape and the direction of geopolitics.

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