Violence, Minerals, and the Inevitable in Central Africa

In January, the rebel group M23 captured Goma, the largest city in the east of the Democratic Republic of Congo. The ethnic Tutsi militants, who have been intermittently fighting the DRC government for years, restarted their rebellion in 2021 and have rapidly captured territory since the beginning of 2025. Since taking Goma, they have moved to the south and also captured the large city Bukavu, giving them control over an area that is home to millions of people. 

M23 is widely believed to be backed by Rwanda and its long-time President Paul Kagame, a charge that Kagame has always denied. This troubled region remains racked by brutal inter-ethnic and multinational conflict featuring countless armed factions. Perhaps more importantly, it contains some of the world’s largest deposits of key minerals, such as cobalt, which is necessary for the manufacture of electronics. Across a nearly impassable rainforest from the capital of Kinshasa, eastern Congo has proven impossible for the central government to rule, but the African Union and United Nations remain devoted to maintaining historic borders no matter how impractical. There is little the United States can or should do to help stabilize the situation, but it is long past time to consider accepting the breakup of the DRC.

The current troubles in in the eastern Congo date back to the 1994 Rwandan genocide, a story that is widely known but poorly understood. Western experts, in an extension of popular academic theories, have found it convenient to claim that the division of Hutus and Tustis was made up by Europeans as a method of colonial control. Although it was used that way, and their legal classification system was arbitrary and based on physical characteristics, this division within the society of this region dated back hundreds of years prior to the arrival of colonialism. The most simple way to understand the division is that the Tutsis were a noble class who kept cattle, while the Hutus were agriculturalist serfs. The colonialists ruled through the Tutsi monarchy, and Hutus overthrew both in the 1959 Rwandan Revolution.

In 1990, the Rwanda Patriotic Front, made up of Tutsi refugees based in Uganda, started a civil war trying to take back control of Rwanda, and in response in 1994 Hutu extremists began a genocide against the country’s Tutsi population. Ultimately, the RPF were able to chase the Hutu militants out of the country and won the civil war. In a dark historical irony, though the world had stood mostly silently during the genocide, or in France’s case sided with the government, once the genocidaires were exiled in the eastern DRC, their well-being became a major international concern. The Hutus who committed genocide received more assistance than the original victims; granted, the humanitarian needs were genuine, as they were facing famine and retributive violence.

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Trump’s Mineral Deal and Pillaging Ukraine

Normally, it is the country that defeated you in war, and not the country that defended you, that pillages you after the war. Unfortunately for Ukraine, its biggest military defender is set to pillage its resources as the two countries have now signed a minerals agreement after Trump warned that a refusal to sign would have led to “a lot of problems” for Ukraine.

Many mistakes have been made in the war over Ukraine’s minerals: Zelensky may have made a mistake in his strategy, and Trump may be mistaken in facts.

Offering Ukraine’s natural resources to the U.S. was Ukraine’s idea. As Biden yielded the White House to Trump, the Zelensky team saw Trump as less of a cold warrior and more of a transactional businessman. So, their strategy took on a new tone.

When Zelensky pitched his Ukrainian Victory Plan to the United States, he introduced a new idea: “[j]oint protection by the US and the EU of Ukraine’s critical natural resources and joint use of their economic potential.” In exchange for sustained and increased military aid, Zelensky offered the U.S and EU “an agreement… that would allow for joint investments and use of Ukraine’s natural resources, which Zelenskiy said were worth trillions of dollars.”

According to The Washington Post, Ukraine’s goal was to “convince Trump that Ukraine is not a charity case but a cost-effective economic and geostrategic opportunity that will ultimately enrich and secure the United States and its interests.”

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Zelensky Caves: Will Sign Over Ukraine’s Mineral Rights to U.S. as Compensation For Military Aid

Ukrainian President Volodymr Zelensky has agreed to sign over Ukraine’s mineral rights to the U.S. as compensation for the hundreds of billions of dollars given to the European nation for its war against Russia.

After initially rebuffing the Trump administration, Zelensky on Friday reportedly agreed to sign over the country’s mineral rights to the U.S. in exchange for military support.

“This is an agreement that can strengthen our relations, and the key is to work out the details to ensure its effectiveness,” he said in a nightly video address. “I look forward to the outcome—a just result.”

From the Wall Street Journal:

Zelensky was presented with a deal by U.S. Treasury Secretary Scott Bessent in Kyiv last week, but refused to sign, saying the Ukrainian side needed to study it further and that a deal should contain some form of security guarantees for Ukraine.

Ukrainian officials said that they had only a few hours to study it before it was presented to them.

An agreement could be signed as soon as Saturday, although it isn’t yet complete, people briefed on the talks said. The exact terms couldn’t be learned.

Though the exact terms of the deal have yet to be revealed, White House officials say Ukraine would give up 50% of its mineral resources, which include major reserves of iron ore, coal, titanium, lithium, and uranium.

In exchange, Zelensky has demanded “reliable and clear” security guarantees from the U.S. that ensure long-term protection from Russia.

Zelenskyy had previously refused to sign such a deal, prompting Trump to fire off a scathing statement calling the Ukrainian leader a “dictator.”

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Zelensky surrenders to Trump and ‘will sign mineral deal within hours’

Donald Trump appears to have won his trade standoff with Volodymyr Zelensky, as the Ukrainian president is set to give in and sign a deal giving the U.S. access to deposits of critical minerals.

The deal was seen as crucial for satisfying Washington’s demands for a peace settlement between Ukraine and Russia to end their three-year long war. 

It’s a staggering surrender from Zelensky, who had said just days earlier: ‘I defend Ukraine, I can’t sell our country.’ 

Zelensky said on Friday that officials from his country and the U.S. were working on concluding an economic deal to ensure that the accord worked and was fair to Kyiv

‘We’re signing an agreement, hopefully in the next fairly short period of time,’ Trump told reporters in the Oval Office when asked about a deal for Ukraine’s minerals.

The Wall Street Journal later cited several people familiar with the matter that the deal is close and will be signed within hours.

It comes following word that Zelensky angered Trump so much during negotiations that Trump threatened to completely pull US funding from Ukraine, Axios reported. 

Zelensky had apparently worn out his welcome with the entire American negotiating team – which included the president, JD VanceMarco Rubio, Treasury Secretary Scott Bessent and National Security Advisor Michael Waltz – in the span of a week.

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US official demands Zelenskyy return to talks over critical minerals deal

US President Donald Trump’s national security adviser has demanded that Ukrainian President Volodymyr Zelenskyy return to negotiations over a critical minerals deal with the US, amid a deepening rift between Washington and Kyiv.

Zelenskyy had on Wednesday rejected US plans to strike a deal for a share of Ukraine’s mineral wealth to repay Washington for wartime aid, saying the US offered no specific security guarantees in the agreement.

“He needs to come back to the table,” Mike Waltz said of Zelenskyy at a press briefing on Thursday.

“President Trump is obviously very frustrated right now with President Zelensky, the fact that he hasn’t come to the table, that he hasn’t been willing to take this opportunity that we have offered,” he said.

The comments came shortly after the US cancelled a planned news conference with Zelenskyy and a US envoy in Kyiv.

The Ukrainian leader had planned to address the media alongside Lieutenant General Keith Kellogg, the US envoy for Ukraine, following talks in Kyiv on Thursday.

“At the request of the American side, the format of the meeting provides for protocol filming and does not include statements or questions,” Ukrainian presidential spokesperson Serhii Nikiforov told reporters.

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With just ONE HOUR to decide, Zelensky REJECTS U.S. proposal for rare earth minerals in exchange for military aid

Ukrainian President Volodymyr Zelensky has firmly rejected a U.S. proposal to grant Washington access to Ukraine’s rare earth mineral reserves in exchange for military aid, upping the stakes in an already complex geopolitical tug-of-war. According to reports from The Economist, The Washington Post, and Reuters, the proposal was first presented to Zelensky during a visit by U.S. Treasury Secretary Scott Bessent last week. Zelensky, however, has repeatedly deferred or outright rejected the deal, signaling a reluctance to cede control over Ukraine’s natural resources to foreign powers.

The proposed deal, which reportedly grants the U.S. rights to 50% of Ukraine’s mineral reserves, emerged during tense negotiations amid the ongoing conflict with Russia. U.S. President Donald Trump has openly stated that he wants Ukraine to “pay back” the estimated 300 billion in aid provided since 2022 by offering the equivalent of 500 billion worth of rare earth minerals. These minerals, which include lanthanum, cerium, and neodymium, are essential for technologies ranging from batteries and nuclear power to advanced weaponry.

Misaligned expectations and strategy

Zelensky’s refusal to sign the deal during the Munich Security Conference last weekend underscores a fundamental disconnect between Kyiv and Washington. While U.S. officials view the proposal as a means of recouping investments and securing long-term strategic interests, Zelensky is advocating for a more equitable partnership.

In October 2024, Zelensky unveiled his so-called “victory plan,” which included a proposal for joint use of Ukraine’s critical resources with the U.S., contingent on continued military assistance and strategic deterrence. However, at Munich, he emphasized that Ukraine was not yet ready to commit to such a deal, seeking better terms that align with the country’s sovereignty and economic interests.

“This is not about who gets what,” Zelensky reportedly told reporters at the conference. “It’s about creating a partnership that respects Ukraine’s independence and ensures a sustainable future for our people.”

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Mysterious Explosions Rock Russian Shadow Fleet Tanker Off Italian Coast

Two explosions rocked the hull of a Maltese-flagged oil tanker hauling Russian crude oil from Algeria while it was docked at the port of Savona in northwestern Italy late last week. Investigators have not ruled out the possibility that the “two loud bangs” were caused by explosive devices, as a section of the hull appeared to be “retracted inwards.”

Italian daily newspaper il Fatto Quotidiano reported that the oil tanker Seajewel, part of the Russian shadow fleet to circumvent Western sanctions, was hit by “two loud bangs” on Friday. The crew found a section of the hull “bent inwards.” 

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Zelenskiy Refuses To Sign Rare Earth Deal With Trump, Ukrainian Official Mocks, “We Will Send Eggs”

The Washington Post reports that although Ukrainian President Volodymyr Zelenskiy refused to sign a deal with the United States for $500B in rare earth minerals for the hundreds of billion in aid provided by America for the Ukrainian armed forces, a Ukrainian official mocked the offer, and said Ukraine would send eggs to help Americans.

Ukrainian President Volodymyr Zelensky rejected a Trump administration request this past week that Kyiv hand over 50 percent of its mineral resources — an extraordinary demand that could significantly overshadow the value of aid that has been sent to Ukraine, wrote WaPo.

“We can consider how to distribute profits when security guarantees are clear. So far, I have not seen that in the document,” he told reporters at an annual gathering of U.S. and European security elite.

“Senior Ukrainian official jokes that to maintain U.S. support, Ukraine would even send a massive shipment of eggs, noting the country’s surplus and rising U.S. prices.”

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Is Trump’s Plan To Take Greenland To Control Arctic Shipping Lanes?

Donald Trump’s recent flirtations with acquiring Greenland, Canada and the Panama Canal are not new ideas. They all relate to a single strategic objective: controlling shipping lanes between the Atlantic and Pacific Oceans.

The US has long been a champion of “freedom of navigation”, using military force to police the world’s seaways, from the South China Sea to the Straits of Hormuz.  Although the US has never ratified the United Nations Convention on the Law of the Sea (UNCLOS), it consistently enforces its principles worldwide.

As Arctic seas ice continues to recede, opening the Northwest Passage (NWP) and the Northern Sea Route(NSR) for longer periods each year, international access to these shipping routes is becoming an ever more pressing issue, as these Arctic routes offer significantly shorter transit between Europe and East Asia than routes through the Panama or Suez canals.

Moreover, the economic and geopolitical implications of Arctic trade are staggering. Shorter and more cost-effective shipping routes will reshape the balance of global trade, and control over these routes will dictate economic flow, energy transportation, and even military positioning, given the critical role of seaborne logistics in global defense strategies. The viability of the Arctic as a major shipping region also brings with it economic opportunities in tourism, fisheries, and natural resource extraction, including oil and rare earth minerals.

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Treasury Targets Iran’s Oil Network In New Sanctions As Trump Stuns By Talking Deal

President Donald Trump has been notoriously hawkish on Iran, as have some of his top national security officials, which is why it was surprising and refreshing for his rhetoric to take a different track in Wednesday statements. Responding to reports that the US and Israel are preparing scenarios to attack Iran and its nuclear sites, Trump stated Wednesday that these reports are “greatly exaggerated” and said that making a deal would be preferable instead.

“I want Iran to be a great and successful Country, but one that cannot have a Nuclear Weapon,” the president wrote on Truth Social. “I would much prefer a Verified Nuclear Peace Agreement, which will let Iran peacefully grow and prosper. We should start working on it immediately, and have a big Middle East Celebration when it is signed and completed. God Bless the Middle East!” Trump added.

During his first administration, Trump unilaterally pulled the United States out of the JCPOA nuclear deal with Iran in 2018, which had been implemented during the Obama administration, and involved the other P5+1 countries of China, France, Germany, Russia, the United Kingdom, as well as the European Union.

He also dropped a surprise bombshell upon signing the new executive order to reimpose “maximum pressure” on the Islamic Republic, though it’s been woefully underreported in the media: 

“There are many people at the top ranks of Iran that do not want to have a nuclear weapon,” Trump said in the Oval Office.

Still, Trump claimed when he signed it that he was “unhappy” to do it – perhaps revealing it as leverage and part of his big stick approach which can induce a better deal down the road.

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