俄军控制乌克兰第二区锂矿：美乌“矿产协议”蒙阴影

Group 1 - The Russian military has successfully captured a lithium mining area near Shevchenkove village in eastern Ukraine, which is considered the second-largest lithium resource field in Ukraine [1][3] - The lithium deposit covers approximately 100 acres (about 40 hectares) and is classified as one of Europe's high-quality lithium mines, with lithium oxide reserves estimated at around 1.2 million tons and lithium grades between 1.3% and 1.5% [1][3] - The capture of this lithium resource poses a significant challenge to the mineral development framework agreement signed between the U.S. and Ukraine in April, which aimed to establish a fund for lithium mining development with a 50:50 profit-sharing arrangement [3][4] Group 2 - The Shevchenkove lithium mine is strategically located near the border of Dnipropetrovsk Oblast and close to the city of Pokrovsk, which is supported by Russia, highlighting the connection between battlefield dynamics and resource economics [4] - The lithium resources are widely used in electric vehicles, electronic devices, and energy storage, indicating a rising market demand and value for these materials [4] - Analysts predict that if the situation stabilizes, Russia may quickly advance the development of the captured lithium mine, further complicating the U.S.-Ukraine agreement [3][4]