By Mike Robinson

As someone who has spent decades analyzing global supply chains, working with Fortune 500 companies, and engaging in international business, I’ve seen firsthand how rare earth elements (REEs) are the linchpin of modern technology.

I’ve personally led research for batteries for E-bikes used in China while working with DURACELL as a marketing research supplier, and I’ve worked alongside veterans deeply involved in natural resources, REE mining, and drone production.

Today, I have friends and warfighters in Ukraine, and their fight isn’t just for sovereignty—it’s for the economic future of a nation rich in critical minerals. Ukraine’s REE potential is one of the biggest untapped assets in Europe.

With substantial deposits in Zhytomyr, Dnipropetrovsk, and Kirovohrad, the country has a once-in-a-generation opportunity to rebuild its economy, integrate with Western markets, and break global dependence on China’s REE monopoly.

Why REEs Matter More Than Ever

Rare earth elements are essential in defense, energy, and high-tech industries. Every fighter jet, satellite, and missile guidance system relies on neodymium, dysprosium, and terbium. Every electric vehicle (EV) battery, wind turbine, and smartphone contains lithium, cobalt, and rare earth magnets. The world cannot function without REEs, yet for decades, China has controlled 70% of the global market, forcing U.S. and European manufacturers to rely on Beijing’s strategic decisions.

I previously served on the Board of Directors for the Cincinnati USA Regional Chamber, where I worked with business leaders managing international trade and global supply chains. One thing has always been clear: supply chain resilience is a national security issue. That’s why Ukraine’s REE industry will become a geopolitical flashpoint—and one of the most lucrative sectors in its post-war recovery.

Ukraine’s Opportunity: Breaking Free from China and Russia

For years, China has worked to secure REE deposits worldwide, often leveraging its dominant refining capabilities as a tool of economic influence. Russia, too, has sought control over Ukraine’s mineral wealth. But if Ukraine aligns with Western partners—the U.S., the EU, and Australia—it can become Europe’s primary supplier of rare earth minerals, bypassing China’s grip on the market.

The West needs Ukraine’s REEs, lithium, and titanium not just for economic reasons but for strategic independence. Western companies are investing billions into securing non-Chinese supply chains for EVs, military technology, and green energy. This is where Ukraine can position itself as a critical supplier to NATO, European industries, and American manufacturers.The Challenge: Who Will Control Ukraine’s REE Future?

Ukraine has three potential paths:

• Partner with the EU – This would secure funding for mining and processing, aligning Ukraine with European Green Deal initiatives and making it a permanent part of Europe’s industrial base.

• Work with the U.S. – The Pentagon is already looking for non-Chinese REE suppliers for defense contracts. Ukraine could become a military-industrial hub for rare earth production.

• Accept Chinese Investment – Beijing will inevitably make offers to fast-track mining and refining. But this would be a strategic mistake, handing China even more control over global REE supply.

Ukraine’s post-war economy will depend on who controls its natural resources. The country must make the right choices—aligning with Western partners to secure not just economic prosperity but true independence from adversarial supply chains.

The REE Factor in Ukraine’s Rebuilding Effort

In my own experience, working with battery technology clients, research, and global supply chains, I’ve seen the direct connection between REEs and economic growth. Ukraine has the potential to reshape global REE supply chains, making itself indispensable to Europe’s green energy transition, the U.S. defense industry, and the future of EV battery production.

For those of us who have worked in international business and technology, Ukraine’s REE industry is something to watch closely. This will not only be an economic battleground—it will define the next era of geopolitical alliances and supply chain security.

Ukraine is fighting for its sovereignty today. Tomorrow, it could be leading the world in critical mineral production. The world should pay attention.— Mike Robinson