Ukraine holds substantial deposits of critical minerals like graphite, lithium, and rare earths, potentially contributing 6% of global graphite reserves. However, the development of these resources faces significant hurdles, including long timelines, outdated knowledge on resource viability, security risks from ongoing conflicts, and the dominance of China in processing minerals. Analysts indicate that without adequate infrastructure, U.S. interests in securing mineral supply chains may be compromised. While a recent deal could improve relations and support Ukraine's stability, future development remains uncertain and heavily speculative.
Specifics of the U.S. stake and logistics remain to be ironed out.
New projects have long, sometimes multidecade development timelines, even in countries that have not lost crucial infrastructure.
Extraction is just one piece of the puzzle. Access to raw materials doesn't fully achieve resource security goals when China still dominates processing and refining.
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