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22 February 2025

U.S. Threatens Ukraine With Starlink Cutoff Over Mineral Deal

Negotiations intensify as access to satellite internet hangs by a thread amid resource disputes.

The United States has leveled severe threats against Ukraine, indicating it may cut off access to Elon Musk's Starlink satellite internet if Kyiv fails to reach a deal concerning its mineral resources. Such negotiations, deemed pivotal by American officials, could have devastating repercussions on Ukraine's military communication, which heavily relies on Starlink's services.

According to Reuters, U.S. and Ukrainian negotiators have been engaged in discussions over the terms of this revised minerals agreement ever since Ukrainian President Volodymyr Zelensky rejected the initial proposal put forth by U.S. Treasury Secretary Scott Bessent. On February 21, three sources familiar with the negotiations confirmed to Reuters details of this urgent diplomatic dynamic.

During the conversations, the U.S. negotiating team underscored the possibility of blocking Ukraine's access to Starlink if President Zelensky does not acquiesce to the American requests. These demands reportedly include substantial access to Ukraine's valuable mineral resources, which are being sought to bolster U.S. strategic interests amid existing tensions with China, known for controlling global mineral supplies.

The dialogue between the two nations heated up on February 20, during discussions with U.S. Special Envoy Keith Kellogg, where the risk of Starlink service termination was directly communicated. A source involved with the talks remarked, "Ukraine runs on Starlink. They regard it as their North Star," reiteratively emphasizing the integral role this satellite service plays for military operations. The consequences of losing Starlink access were portrayed as catastrophic, with experts agreeing on the pressing need for continued support.

Starlink, which has been operational across various sectors within Ukraine since its introduction following Russia's invasion, has been instrumental for approximately 42,000 terminals utilized by the military, hospitals, and aid organizations. The internet connectivity Starlink provides remains indispensable, especially for coordinating military actions and logistics.

Ukraine's vulnerability amid negotiations increased when President Donald Trump’s administration pressed for control over 50% of the country's natural resources—key minerals like graphite, uranium, and lithium. This initial proposal did not provide any tangible security guarantees for Ukraine, leading to its outright rejection by Zelensky.

Consequent to the U.S. warnings, the rhetoric has escalated. Trump publicly questioned Zelensky's legitimacy and downplayed his significance for negotiations with Russia, potentially sowing discord between U.S. and Ukrainian leadership. Trump proclaimed earlier this week, "We are pretty close to finalizing this deal," amid mounting pressures weighing heavily upon Kyiv.

Despite Zelensky’s rejection of the minerals deal, his administration continues negotiations, with indications from Trump signaling optimism for reaching a resolution soon. This dynamic has led to intensified scrutiny of Musk's Starlink as reports of him dismissing U.S. aid programs has created unease about the future of the satellite service.

Elon Musk has become more vocal about his stance on U.S. support for Ukraine, having previously facilitated Starlink access but later limiting its functionality as his views on the conflict shifted. The backdrop to these negotiations includes significant military assistance from the United States, amounting to around $65 billion since Russia's full-scale invasion began. The loss of Starlink access would not only hinder Ukraine’s military strategy but also raise questions about U.S. commitment to supporting Kyiv.

This situation is complicated by the fact Starlink terminals are not only used for military communications but also play roles within civilian and humanitarian efforts. Musk’s contributions to Ukraine's communication capabilities during wartime, juxtaposed with recent criticisms and calls for cutting humanitarian assistance by figures from the U.S., present a troubling new front in the geopolitical standoff.

U.S. officials' threat to curtail Starlink service positions Ukraine at the center of strategic resource negotiations, insisting on its importance to both countries’ interests. Melinda Haring from the Atlantic Council has commented, "The loss of Starlink would certainly be a game-changer for Ukraine; they rely heavily on this capability to maintain parity with Russia’s drone and artillery advantages." This fact reveals the stark reality of Ukraine's dependency on this technology for operational success.

The potential deal is under negotiation as U.S. representatives demand access to rare earth minerals which have become even more coveted with rising international tensions. Trump's administration's expectation for Ukrainian concessions serves as both leverage and a gamble amid cautious diplomacy. It forces Ukraine to walk the fine line between securing support and negotiating away valuable resources without proper guarantees.

Overall, the stakes of these negotiations are high, both for Ukraine's military might and its future relationship with the United States. Following discussions with Trump and Kellogg, Zelensky has expressed reluctance to agree to terms lacking security guarantees, yet facing pressure could lead to concessions—making this pivotal moment one of great consequence for Ukraine moving forward. With potential repercussions echoing through the spectrum of international relations, the outcome of these negotiations is likely to reverberate beyond the immediate circumstances on the battlefield.