Al Mayadeen English

  • Ar
  • Es
  • x
Al Mayadeen English

Slogan

  • News
    • Politics
    • Economy
    • Sports
    • Arts&Culture
    • Health
    • Miscellaneous
    • Technology
    • Environment
  • Articles
    • Opinion
    • Analysis
    • Blog
    • Features
  • Videos
    • NewsFeed
    • Video Features
    • Explainers
    • TV
    • Digital Series
  • Infographs
  • In Pictures
  • • LIVE
News
  • Politics
  • Economy
  • Sports
  • Arts&Culture
  • Health
  • Miscellaneous
  • Technology
  • Environment
Articles
  • Opinion
  • Analysis
  • Blog
  • Features
Videos
  • NewsFeed
  • Video Features
  • Explainers
  • TV
  • Digital Series
Infographs
In Pictures
  • Africa
  • Asia
  • Asia-Pacific
  • Europe
  • Latin America
  • MENA
  • Palestine
  • US & Canada
BREAKING
Lebanese Ministry of Health: One person was killed in an Israeli airstrike on a car in the town of Burj Qalawieh, south Lebanon.
Al Mayadeen correspondent: The first ship of the Maghreb fleet delivering aid to break the siege on Gaza departs from the port of Gammarth in Tunisia.
Channel 12: Airspace closed at Ramon Airport due to fears of drone infiltration
IOF Spokesperson: Sirens sounded over an aircraft infiltration in the Bir Ora area, and details are being examined
Drone infiltration sirens sound north of the Gulf of Aqaba
Al Mayadeen's correspondent in Gaza: The Israeli occupation carried out five extremely violent raids on the western areas of Gaza City
Al Mayadeen's correspondent in Gaza: The Israeli occupation carried out major bombings in the Gaza Strip, the most violent since October 7
Yemeni Armed Forces spokesperson Brigadier General Yahya Saree: The missile force carried out a major operation using the Palestine 2 ballistic hypersonic missile, hitting several targets in occupied Yafa.
Sirens sound in large areas of occupied Palestine after a missile launch from Yemen was detected
Al Mayadeen's correspondent: 14 martyrs arrive at al-Shifa Hospital following Israeli massacre of al-Sultan Family north of Gaza.

Ukraine minerals deal no match for China's supply grip: SCMP

  • By Al Mayadeen English
  • Source: South China Morning Post
  • 4 May 2025 17:40
3 Min Read

China currently produces 270,000 tonnes of rare earths annually and accounts for 90 per cent of global refining.

Listen
  • x
  • FILE - A view of an ilmenite open pit mine in a canyon in the central region of Kirovohrad, Ukraine, Wednesday, Feb. 12, 2025. (AP Photo/Efrem Lukatsky, File)
    A view of an ilmenite open pit mine in a canyon in the central region of Kirovohrad, Ukraine, Wednesday, Feb. 12, 2025 (AP Photo/Efrem Lukatsky, File)

An analysis published on the South China Morning Post on Sunday warned that a recent US-Ukraine critical minerals deal is unlikely to offer Washington a quick solution to its dependence on China for rare earth elements and other strategic resources. Despite the agreement's political significance, analysts say practical obstacles, including war, infrastructure gaps, and lack of processing capacity, will delay Ukraine's emergence as a reliable supplier. 

Distant Prospect

Much of Ukraine's critical mineral reserves are located in areas currently under Russian occupation, while untapped deposits elsewhere will require years to develop. Even with strong reserves of lithium and graphite, Ukraine's limited processing capabilities remain a major bottleneck.

"The scale is not comparable," said Liang Yan, a professor of economics at Willamette University. Ukraine, she added, "doesn't have tens of billions of mineral deposits. It's also not just about the mineral deposit reserves, it's also about processing power."

Related News

Trump boasts 'lot of minerals' access after Rwanda-DRC peace deal

US ready to sign minerals deal this afternoon, Bessent says

The new agreement, signed Wednesday after two months of negotiations, establishes a joint fund to collect 50 per cent of royalties, license fees, and related payments from resource projects in Ukraine. The Trump administration described the pact as part of a broader economic security strategy and a continued show of support for Ukraine in the absence of new military aid.

Still, experts caution that any meaningful output from Ukraine is far from imminent. "First, you need some mines," said Jon Hykawy, president of Stormcrow Capital. "Building a mine takes capital. To raise capital, you need acceptable levels of risk to attract investors. The risk of building a mine in a place that is an active war zone is not acceptable to anyone." He added that Ukraine would need at least a decade before becoming a viable source.

Mineral Dominance

China currently produces 270,000 tonnes of rare earths annually and accounts for 90 per cent of global refining. The US Geological Survey recognizes 50 minerals as critical, including the 17 rare earth elements, and estimates that China holds about 60 per cent of the world's reserves.

Beijing has restricted mineral exports to the United States in response to US trade policies. "Many critical materials are used in China in their own energy transition," Hykawy noted. "Eventually, Beijing will have no need for the US market."

Read more: Trump promised 'to think' about giving Kiev air defense: Zelensky

Liang suggested the US should explore alternatives in Central Asia, given Ukraine's uncertain future. Victor Gao, vice-president of the Centre for China and Globalisation, echoed those concerns: "Given the war situation, it's highly unlikely that it will be developed any time soon. The key is how to refine these sometimes highly scattered materials. The Americans, the Russians, the Ukrainians – they don't have the know-how to extract rare earth materials."

  • mineral deal
  • China
  • Rare Earth Elements
  • Ukraine
  • minerals

Most Read

The damaged building in the Katara neighborhood, Doha, Qatar, September 9, 2025 (Social media)

Hamas delegation survives Israeli assassination attempt in Qatar

  • Politics
  • 9 Sep 2025
Israeli police and rescue teams respond at the scene of a shooting attack where several people killed and injured in Jerusalem, Monday, Sept. 8, 2025 (AP)

Al-Quds shooting: 7 settlers killed, several critically injured

  • Politics
  • 8 Sep 2025
Pro-"Israel" conservative Charlie Kirk shot during Utah speech

Pro-'Israel' far-right Charlie Kirk shot dead during Utah speech

  • US & Canada
  • 11 Sep 2025
Uprising against Volker Turk at the Human Rights Council over Gaza.

Uprising against Volker Turk at the Human Rights Council over Gaza

  • Politics
  • 12 Sep 2025

Coverage

All
The Ummah's Martyrs

Read Next

All
Elon Musk attends a news conference with President Donald Trump in the Oval Office of the White House, Friday, May 30, 2025, in Washington (AP)
Politics

Elon Musk calls for dissolving UK parliament at London far-right rally

Israeli media: US betrayed Qatar, gave green light for attack on Hamas
Politics

Israeli media: US betrayed Qatar, gave green light for attack on Hamas

Leaked memo shows Trump eyeing Louisiana National Guard plan
Politics

Leaked memo shows Trump eyeing Louisiana National Guard plan

Mamdani vows to arrest Netanyahu if elected New York mayor
Politics

Mamdani vows to arrest Netanyahu if elected New York mayor

Al Mayadeen English

Al Mayadeen is an Arab Independent Media Satellite Channel.

All Rights Reserved

  • x
  • Privacy Policy
  • About Us
  • Contact Us
  • Authors
Android
iOS