From the Russian invasion of Ukraine to the battlefield of the future: The geopolitical fight for Ukraine's mineral wealth

Abstract

The geopolitical significance of critical minerals and rare earth elements has intensified in the context of global energy transitions and shifting power dynamics. This article examines how Russia's invasion of Ukraine can be understood through the lens of adaptive resource geopolitics, wherein control over strategic minerals – such as graphite, lithium, titanium, and rare earth elements – has become a crucial factor in the conflict. While traditionally analyzed through NATO expansion and security concerns, Russia's occupation of mineral-rich territories suggests a broader strategy to sustain its influence in a post-fossil fuel world. The European Green Deal has diminished Russia's leverage over fossil fuel exports, compelling the Kremlin to seek new means of maintaining geopolitical dominance. Simultaneously, the United States has increasingly incorporated Ukraine's mineral wealth into diplomatic negotiations, reflecting the rising strategic importance of these resources. Against this backdrop, the EU's response remains ambiguous, caught between its renewable energy ambitions and structural dependencies. This analysis underscores the urgent need for coordinated international policies on mineral security, as access to critical resources will shape future geopolitical alignments, energy strategies, and global economic stability.

Synopsis

Russia's control over Ukraine's critical minerals highlights resource-driven geopolitics, impacting renewable energy transitions and global security. The European Green Deal and U.S. policies underscore the environmental stakes of this competition.