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USA/Ukraine mineral deal analysis from Быть или channel:

So, the deal’s provisions — before and after.

This is phenomenal — what Ukraine has managed to achieve.

P.S. The deal points were published by Ukraine’s Minister of Economy, Yuliia Svyrydenko. You can also read them on In Factum.

1.

Before: Ukraine’s mineral resources were to be transferred to U.S. ownership until full compensation of $500 billion was repaid (Feb 17, The Telegraph).
After: Ukraine’s mineral resources remain under Ukraine’s ownership.

2.

Before: Ukraine contributed 67% of the revenues to the investment fund, the U.S. contributed 33%, and kept the rest (Feb 22, Radio NV).
After: Contribution is split 50/50. Fair and equal.

2a.
Before: The U.S. had 3 board members in the investment fund, Ukraine had 2; the U.S. had a majority when making decisions (Mar 27, Yaroslav Zheleznyak).
After: Neither side holds a majority. (Presumably 3:3).

3.

Before: The U.S. hinted at interest in privatizing “Ukrnafta” and “Energoatom.”
After: Ukraine’s national assets are protected — no privatization of “Ukrnafta” or “Energoatom.”

4.

Before: Ukraine was expected to repay the U.S. for aid provided since 2022 (Mar 27, Yaroslav Zheleznyak).
After: No debts. The U.S. can invest and earn profits, but Ukraine has no retroactive obligations

5.

Before: The agreement contradicted Ukraine’s path toward EU accession (Mar 27, Yaroslav Zheleznyak).
After: The agreement complies with Ukraine’s Constitution and does not conflict with EU accession.

(Details of this point are not disclosed — possibly the U.S. no longer has “first rights” over Ukrainian resources, or the issue lies elsewhere.)

6.

Before: Ukraine paid 50% of CURRENT income from its resources (Mar 27, Yaroslav Zheleznyak).
After: Ukraine contributes 50% of income from NEW investments in resources, oil, and gas. All revenue from current resources remains unchanged

7.

Targeted and limited changes are allowed. The agreement must be ratified by the Verkhovna Rada.

8.

The U.S. will help attract additional investments and technology. The fund is managed by the U.S. International Development Finance Corporation (DFC).

9.

The agreement provides tax guarantees. Income and contributions to the Fund are exempt from taxation.

There is also a sub-clause allowing Fund contributions not only in cash but also in the equivalent value of new weapons delivered to Ukraine (though this is not guaranteed).

Ukraine is also negotiating a ban on withdrawing funds from the Fund during the first 10 years — meaning the profits would be reinvested in new projects instead of being pocketed.
❗️Massive attack by strike UAVs on Odessa on the night of 30.04 to 01.05.25.

Two people are known to have died. Five people were injured, three of whom are hospitalized.

Hitting residential high-rise buildings, private homes, a supermarket, a school.
Fires have broken out in various areas. Some of the affected houses have no connection with their residents. The elimination of the consequences is ongoing, rescuers and emergency services are working.
US approves first arms export to Ukraine worth $50 millionKyiv Post
The agreement between the US and Ukraine covers 57 types of minerals and concerns exclusively new deposits for which Ukraine will issue licenses after the agreement enters into force , —

As part of the agreements, the United States will also provide new weapons supplies to the Armed Forces of Ukraine.
🇺🇦 Ukraine has launched mass production of fiber-optic coils for FPV drones with a range of up to 30 km. 3DTech CEO Oleksii Zhulynskyi says all winding and assembly is fully localized, ensuring better quality control than unreliable Chinese imports.

https://defence-ua.com/news/nove_serijne_optovolokno_dlja_fpv_droniv_na_30_km_gotujetsja_potrapiti_do_vijska-18699.html
⚡️ Trump's national security adviser Waltz and his deputy resigned today, American media reported .

A CBS News source told CNN that Trump believes that enough time has passed since the scandal involving the addition of a journalist to a Signal chat to present the dismissal of Waltz and his deputy as a "reorganization." According to him, the US president feared that his dismissal would be perceived as a concession to external pressure.
Media is too big
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The GUR unit “PRYMARY” hit high-value Russian assets in Crimea, destroying an S-300V SAM system, Obzor-3 radar, Kasta-2E2 radar, ST-68 radar, and “Imbir” radar.
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Russia launched around 15 strikes on Zaporizhzhia tonight. One drone hit a residential building — the city is burning. At least 1 killed, 3 wounded, people still trapped under rubble.
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Heavy gunfire, reportedly Russian air defense trying to repel Ukrainian drones, in occupied Novofedorivka, Crimea, is reported.
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Heavy gunfire, reportedly Russian air defense trying to repel Ukrainian drones, in occupied Novofedorivka, Crimea, is reported.
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All across occupied Crimea, heavy explosions are happening. This is indeed a massive attack.
I f..predicted it with my video 🤪🤭
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Explosions rock occupied Crimea — and Russia’s air defense? Not doing much
Trump copies Putin 😁
Ruzzian dictator says absolutely the same thing