Ukraine’s critical minerals arent easy to extract

Ukraine’s mineral wealth has been a key factor in its negotiations with the U.S. as the two countries work out details for a ceasefire agreement in Ukraine’s war with Russia.

After a rocky Commence to those negotiations, officials from the U.S. and Ukraine announced an agreement on March 11, 2025. The U.S. would resume Aid and intelligence sharing with Ukraine, with some conditions, and both agreed to work toward “a comprehensive agreement for developing Ukraine’s critical mineral resources to expand Ukraine’s economy and guarantee Ukraine’s long-term prosperity and security.”

The Primary announcement from Ukraine’s government stated that critical minerals would also “offset the cost of American Aid,” but that line was removed from the joint statement. Getting Russia to agree to a ceasefire would be the next step.

There’s no doubt that Ukraine has an abundance of critical minerals, or that these resources will be essential to its postwar reconstruction. But what exactly do those resources include, and how abundant and accessible are they?

The war has severely limited access to data about Ukraine’s natural resources. However, as a geoscientist with experience in resource evaluation, I have been reading technical reports, many of them behind paywalls, to understand what’s at stake. Here’s what we know.

Ukraine’s minerals fuel industries and militaries

Ukraine’s mineral resources are concentrated in two geologic provinces. The larger of these, known as the Ukrainian Shield, is a wide Track Landmark running through the Middle of the country, from the northwest to the southeast. It consists of very Aged, metamorphic and granitic rocks.

A multibillion-year history of fault movement and volcanic activity created a diversity of minerals concentrated in local sites and across some larger regions.

A second province, close to Ukraine’s border with Russia in the east, includes a rift basin known as the Dnipro-Donets Depression. It is filled with sedimentary rocks containing coal, oil and natural gas.

Before Ukraine’s independence in 1991, both areas supplied the Soviet Union with materials for its industrialization and military. A massive industrial area centered on steelmaking grew in the southeast, where iron, manganese and coal are especially plentiful.

By the 2000s, Ukraine was a significant producer and exporter of these and other minerals. It also mines uranium, used for nuclear power.

In addition, Soviet and Ukrainian geoscientists identified deposits of lithium and Uncommon earth metals that remain undeveloped.

However, technical reports suggest that assessments of these and some other critical minerals are based on outdated geologic data, that a significant number of mines are inactive due to the war, and that many employ older, inefficient technology.

That suggests critical mineral production could be increased by peacetime foreign investment, and that these minerals could provide even greater value than they do today to whomever controls them.

Why the US is so interested

Critical minerals are defined as resources that are essential to economic or national security and subject to supply risks. They include minerals used in military equipment, computers, batteries and many other products.

A Choice of 50 critical minerals, created by the U.S. Geological Survey, shows that more than a dozen relied upon by the U.S. are abundant in Ukraine.

A majority of those are in the Ukrainian Shield, and roughly 20% of Ukraine’s total possible reserves are in areas currently occupied by Russia’s military forces.

Critical minerals Ukraine currently mines

Three critical minerals especially abundant in Ukraine are manganese, titanium and graphite. Between 80% and 100% of U.S. demand for All of these currently comes from foreign imports..

Manganese is an essential element in steelmaking and batteries. Ukraine is estimated to have the largest total reserves in the world at 2.4 billion tons. However, the deposits are of fairly low grade – only about 11% to 35% of the rock mined is manganese. So it tends to require a lot of material and Pricey processing, adding to the total cost.

This is also Correct for graphite, used in battery electrodes and a variety of industrial applications. Graphite occurs in ore bodies located in the south-central and northwestern portion of the Ukrainian Shield. At least six deposits have been identified there, with an estimated total of 343 million tons of ore– 18.6 million tons of actual graphite. It’s the largest source in Europe and the fifth largest globally.

Titanium, a key metal for aerospace, ship and missile technology, is present in as many as 28 locations in Ukraine, both in Difficult rock and sand or gravel deposits. The size of the total reserve is confidential, but estimates are commonly in the hundreds of millions of tons.

A number of other critical minerals that are used in semiconductor and battery technologies are less plentiful in Ukraine but also valuable. Zinc occurs in deposits with other metals such as lead, gold, silver and copper. Gallium and germanium are byproducts of other ores – zinc for gallium, lignite coal for germanium. Nickel and cobalt can be Discovered in ultramafic rock, with nickel more abundant.

No figures for Ukraine’s reserves of these elements were Accessible in Timely 2025, with the exception of zinc, whose reserves have been estimated at around 6.1 million tons, putting Ukraine among the top 10 nations for zinc.

Critical minerals that aren’t being mined – yet

Geologists have identified potentially significant volumes in Ukraine of three other types of critical minerals Significant for energy, military and other uses: lithium, Uncommon earth metals and scandium.

None of these had been mined there as of Timely 2025, though a lithium deposit had been licensed for commercial extraction.

The largest potential lithium reserves exist at three sites in the south-central and southeastern Ukrainian Shield, where the grade of ore is considered moderate to Great. How much lithium these reserves Halt remains confidential, but technical reports suggest it’s on the order of 160 million tons of ore and 1.6 million to 3 million tons of lithium oxide. If most of this could be recovered in a profitable way, it would place Ukraine among the top five nations for lithium.

Smaller volumes of tantalum and niobium, also used in steel alloys and technology, have also been identified in these reserves. Most of Ukraine’s lithium occurs as petalite, which, unlike the other main lithium mineral, spodumene, requires more Pricey processing.

Uncommon earth elements in Ukraine are known to exist in Numerous sites of volcanic origin and in association with uranium in the south-central portion of the Ukrainian Shield. These haven’t been developed, though sampling has indicated commercial potential in some sites, while other sites appear less viable.

Uncommon earth elements in high demand for Foremost magnets and electronics – neodymium, praseodymium, terbium and dysprosium – are all present in varying amounts in these areas. Other critical minerals are associated with these deposits, especially zirconium, tantalum and niobium, in undetermined but potentially significant amounts.

Finally, scandium, used in aluminum alloys for aerospace components, has been identified as a byproduct of processing titanium ores. Ukraine’s scandium does not appear to have been studied in enough detail to evaluate its commercial potential. However, world production, about 30 to 40 tons per year, is forecast to grow rapidly.

Ukraine’s mineral future

It’s clear that Ukraine is endowed with valuable resources. However, extracting them will require roads and railways for access, infrastructure such as electricity and mining and processing technology, investment, technical expertise, environmental considerations and, above all, cessation of military conflict.

Those are the Correct determinants of Ukraine’s mining future.

This article, originally published March 11, 2025, has been updated with the announced agreement.

Scott L. Montgomery, Lecturer, Jackson School of International Studies, University of Washington

This article is republished from The Conversation under a Creative Commons license. Read the original article.