Information
The United States and Ukraine have signed a new agreement establishing a joint “reconstruction investment” fund aimed at Ukraine’s economic recovery following the Russian invasion. While specific terms remain undisclosed, the deal reportedly grants the US access to key Ukrainian resources important to high-tech sectors. However, Ukrainian officials, including Deputy Prime Minister Yulia Svyrydenko, emphasized that Ukraine will retain full control and ownership over its mineral resources, with no single side holding a dominant vote in the fund’s management, framing the partnership as an equal collaboration. The agreement still requires ratification by Ukraine’s parliament before it takes effect.
The deal is also politically significant, marking a shift under President Donald Trump, who returned to office in 2025 and has demanded fair compensation for US support to Ukraine. Trump described the arrangement as one where the US would “get more from Ukraine than it contributed,” expressing concerns about not receiving a return on US aid. Treasury Secretary Scott Bessent framed the agreement as both a strategic investment and a message to Russia about America’s enduring commitment to Ukrainian sovereignty and peace. Despite prior tensions, including a heated dispute between Trump and Ukrainian President Zelenskyy, the deal is positioned as a cornerstone of a longer-term US-Ukraine alliance.
Source: AP, AFP, DPA, Reuters
So What
As highlighted by almost every analyst it is highly likely that this deal is designed to protect Ukraine by proxy. However, it is possible that Russia will now just focus their strikes on other locations, likely civilian infrastructure. While this would likely aggravate Trump and possibly lead to growing support for Ukraine, this is likely a risk Putin is willing to take. Regardless, it is likely that Ukraine will still require a significant amount of military aid if the US and Europe hope to stop Russia’s advance.
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