LARRY KUDLOW: Trump's offer was the best security tripwire Ukraine could hope for
Published On Mar 3, 2025, 6:18 PM
Larry Kudlow argues that former President Trump's proposal for a minerals and mining deal with Ukraine represents a significant opportunity for Ukraine's security and economic stability. The plan would involve American companies engaging in various mining operations in Ukraine, thus creating a deterrent against Russian aggression by virtue of American investment in the region. Kudlow suggests that this presence could act as a 'tripwire,' preventing escalated military actions by Russia against U.S. citizens and interests. However, he criticizes Ukrainian President Zelenskyy for failing to sign the deal, implying a lack of desire for peace on Ukraine's part, despite the evident benefits of the proposal.
Stock Forecasts
XLE
Positive
The mining deal proposed by Trump could significantly boost the economic prospects of U.S. companies involved in mineral extraction and infrastructure development in Ukraine. Companies in sectors related to energy and natural resources may see increased activity and investment, bolstered by governmental backing of such operations in geopolitically strategic areas. Furthermore, as geopolitical tensions rise, investments in defense-related stocks could also become attractive, anticipating increased military spending. ETFs focusing on precious metals and natural resources may also benefit from heightened demand and supply chain interests.
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