Ukrainian President Volodymyr Zelenskiy has proposed a strategic deal to the United States, offering access to Ukraine’s vast reserves of rare earth minerals in exchange for security guarantees and financial support. In an exclusive interview with Reuters, Zelenskiy expressed his willingness to negotiate with former U.S. President Donald Trump, aiming to solidify Ukraine’s geopolitical standing before Russia takes the upper hand.
Ukraine’s Hidden Treasure: A Game-Changer for the U.S.
During the interview, Zelenskiy unveiled a classified map highlighting Ukraine’s extensive mineral wealth. Ukraine possesses some of Europe’s largest reserves of rare earth minerals, titanium, and uranium—resources essential for industries like aerospace, electronics, and defense. These minerals are not just economic assets; they hold strategic significance, especially as global competition for rare earths intensifies.
Zelenskiy stressed that while only 20% of Ukraine’s mineral resources are currently under Russian occupation, Moscow could leverage its access to rare earths by supplying them to allies such as North Korea and Iran. This potential shift in the global supply chain underscores why the U.S. should secure its partnership with Ukraine before its adversaries do.
“If we are talking about a deal, then let’s do a deal,” Zelenskiy stated, emphasizing that Ukraine is open to mutually beneficial agreements, not resource giveaways. He believes that given the U.S.’s support for Ukraine, American investors should have a priority stake in the country’s critical mineral sector.
A Security-Driven Partnership
Beyond mineral investments, Zelenskiy is pushing for security guarantees from the U.S. He is particularly keen on meeting Trump before any discussions between the former president and Russian leader Vladimir Putin. “Otherwise, it will look like a dialogue about Ukraine without Ukraine,” he warned.
Zelenskiy’s foreign policy has rapidly adapted to the transactional approach of the new U.S. administration. His goal is clear: to ensure that any U.S.-Russia negotiations consider Ukraine’s security needs, preventing future invasions from Moscow.
Ukraine as a U.S. LNG Hub?
Another key aspect of Ukraine’s proposal is leveraging its massive underground gas storage facilities to support the U.S. liquefied natural gas (LNG) market.
Discussions are already underway with Washington regarding long-term contracts to supply LNG to Ukraine and use the country as a distribution hub for Europe. Given Europe’s growing energy concerns, this move could further strengthen Ukraine’s economic and strategic position.
What’s Next?
As the war drags on, Ukraine is racing against time to secure military and economic backing. Russian forces continue to gain ground in the east, and Kyiv faces pressing challenges, including soldier shortages and uncertain foreign aid. To address manpower issues, the Ukrainian government is launching new military recruitment contracts for young men aged 18-24.
Meanwhile, the Munich Security Conference (Feb. 14-16) presents a crucial opportunity for Zelenskiy to engage with Western allies and reinforce his call for support. Trump’s stance on Ukraine remains a critical factor, and how he responds to Zelenskiy’s proposal could shape the war’s trajectory.
Ukraine’s rare earth riches, its strategic location, and its urgent need for security guarantees make this potential deal one of the most significant geopolitical discussions of 2025.
