Analyzing U.S.-Ukraine Minerals Deal Risks and Implications

CSIS’s Gracelin Baskaran, Director of the Critical Minerals and Security Program, joins the podcast to break down the recent U.S.-Ukraine minerals deal and its implications for global resource security. They discuss why Ukraine agreed to the deal without security guarantees, the risks this poses for private investment, and the broader geopolitical stakes. Baskaran also draws comparisons to China's mineral deals in the Democratic Republic of Congo and highlights the urgency of securing U.S. supply chains. Plus, a look at her upcoming book, Critical Minerals in the Future of the U.S. Economy, and what it means for national security.

Background Reading: https://www.csis.org/analysis/critical-minerals-and-future-us-economy