New CEPA publication: ‘Why the US-Ukraine minerals deal matters’ highlights strategic impact of historic investment agreement
WASHINGTON, D.C. / Kyiv – A groundbreaking article co-authored by political strategist Kateryna Odarchenko and Ukrainian lawyer Serhii Kolisnyk, recently published by the Center for European Policy Analysis (CEPA), sheds light on the transformative potential of the US-Ukraine Minerals Deal signed on April 30, 2025.
Titled “Why the US-Ukraine Minerals Deal Matters,” the article explores how the newly launched Reconstruction Investment Fund strengthens Ukraine’s sovereignty, accelerates post-war reconstruction, and reinforces strategic mineral supply chains for the U.S. and its allies.
“This deal is more than just economic cooperation. It’s a geopolitical signal that the West is serious about Ukraine’s future and reducing dependence on adversaries like Russia and China,” said Odarchenko.
Covering 57 types of critical minerals – including lithium, titanium, cobalt, and rare earth elements – the fund applies exclusively to new deposits and is structured to attract private-sector investment with no taxes on revenues or contributions.
The piece highlights:
- The fund’s potential to reshape global critical mineral supply chains;
- Ukraine’s vast but underdeveloped natural resources;
- The need for SOE reform and legal clarity to ensure investor confidence;
- The deal’s strategic role in U.S. efforts to pressure Russia and counterbalance China.
“Ukraine has enormous mineral potential, but realization depends on political will, governance reforms, and long-term partnerships,” added Kolisnyk.
The full article is available on CEPA’s Europe’s Edge journal:
https://cepa.org/europes-edge (replace with direct article link once available)
About the Authors:
Kateryna Odarchenko is a political consultant, president of the PolitA Institute for Democracy and Development, and a partner at SIC Group Ukraine.
Serhii Kolisnyk is a Ukrainian attorney and managing partner of Lobby Club’s Kyiv office, known for anti-corruption and legal reform advocacy.
About CEPA:
The Center for European Policy Analysis is a Washington-based think tank committed to strengthening the transatlantic alliance through cutting-edge research and analysis.
