The American resource transaction can be a sign of future things

Sights Resources of the transaction Between the US and Ukraine is expected to lay the land for further so -called “minerals for muscles”.

Washington and Kyiv signed long expected Minerals are engaged in early this month. The agreement, which has since been ratified by Ukrainian legislators, has been intended for deepening economic ties, to reinforce Ukraine’s reconstruction and to place the country as a supplier of strategically important minerals for the US for the US

A partnership given by US President Donald Trump tense negotiations and came over three years since the start A full -scale invasion of Russia Ukraine.

RO DHAWAN, CEO of the International Council for Mining and Metals (ICMM), a trade body representing approximately a third of the world industry, said the US-Ukraine transaction is not the first and will certainly become the last bilateral agreement where minerals and geopolitics are so close.

“I think we will probably see a more information -propaganda connection with the countries of the producers to conclude transactions that could take the form of what I had previously called” minerals for muscles.

For example, Dhawan ICMM said it could “absolutely submit” a deal between the US and The Democratic Republic of the CongoWhich in the near future has cobalt’s largest reserves.

Natural resources can also play a key role in thawing “pretty frosty“Diplomatic ties between the US and South Africa, said Dhawan, as well as the US and Canada.

“We are in the turn in how minerals are part of a global conversation. We saw the first act, probably with Ukraine, and I think there are some more turns that come as it starts to develop,” he added.

Critical minerals refer to subgroups of materials that are considered necessary for the transition of energy. These minerals, which usually have a high risk of supply chain disturbance, include metals such as copper, lithium, nickel, cobalt and rare land.

China – this The undisputed leader From the supply chain of critical minerals, accounting Approximately 60% of world -wide minerals and materials of rare land. American officials before prevent What it creates a strategic problem against the background of the low -carbon energy.

Heidi Kreba Creditor, Senior Fellow of the General Studies Center at Foreign Relations Council, US Analytical Center, – Note Washington and Beijing Geopolitical rivalry put critical minerals at the US National Security Center.

Assuming that they can be restored in a commercial manner, the Creba-Sergeant said that large reserves of critical minerals and elements of rare land could “provide the future potential safe chain of supplies of many materials needed by the United States.”

Timothy Puka, Director of Eurosia Group Products, political risk consultations, said he was “a little skeptical” about the prospect of a wave of bilateral “minerals for the muscles”.

“There is definitely some truth in this. I think it’s what you see in Ukraine. I think Kinshasa is very clearly trying to chase this now, with their situation with Cobalt-Copper and (Rwandan) M23,” said Puka CNBC by video.

In addition to Ukraine and the Democratic Republic of the Congo, Puku stated that he was “tough” to anticipate any further agreements. Canada, Australia, Indonesia and several countries rich in Latin American minerals are unlikely to chase minerals for transactions with muscles from the United States, he added.

“Outside Ukraine and DRC, and perhaps not even DRC, no other country really wants to trade all these medium -level businesses. Resource nationalism is the name of the game now, and the trend is really the opposite,” Puku said.

“You can certainly trade horses here. This is a huge geopolitical issue. I am sure that it is now going out in the current bilateral trade conversations, but there are huge barriers to repeat what Ukraine is trying to do with many other countries.”

Trap Policy Trade Tariffs and repetitive Calls to make Canada 51 -state tense diplomatic ties between neighboring countries and caused national pride and anger In the US

Recently elected Prime Minister Mark Karni said Trump In the White House at the beginning of this month, when his country is “not sold” – and “never sold”.

Trump replied, “Never say.”

Heather Exner-Perk, Director of Energy, Natural Resources and Environment at the McDonald-Laria Institute, Analytical Tank State Policy Based in Ottawa, said

“We need more confidence in our trading relationships. This is the biggest obstacle to the reshuffle and processing of minerals in North America in order to combat Chinese manipulations in the global mineral markets,” the CNBC exa-mail said.

Canada and the United States have developed interdependence for 150 years and through world wars, said the Equner Pokrok, noting that the most-buying suppliers and the directions of mineral exports.

Moreover, Exner-Pirot said that Canada and the United States are already cooperating both in NATO and the North American Aerospace Protection Team (NORAD). The Bination Organization between Canada and the USA, Nara, primarily responsible for the control of the aerospace space and the maritime warning in the defense of North America.