How Will the Conflict in Sudan Impact Egypt's Stance over GERD?

A view of the Grand Ethiopian Renaissance Dam (GERD). (Ethiopian Ministry of Water and Energy)
A view of the Grand Ethiopian Renaissance Dam (GERD). (Ethiopian Ministry of Water and Energy)
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How Will the Conflict in Sudan Impact Egypt's Stance over GERD?

A view of the Grand Ethiopian Renaissance Dam (GERD). (Ethiopian Ministry of Water and Energy)
A view of the Grand Ethiopian Renaissance Dam (GERD). (Ethiopian Ministry of Water and Energy)

The fighting between the Sudanese military and Rapid Support Forces (RSF) has raised concerns that it may affect the Grand Ethiopian Renaissance Dam (GERD) file as Ethiopia prepares for its fourth filling of the dam on the Nile River.

Observers and experts told Asharq Al-Awsat that the fighting will have a "direct impact" on a number of regional files, including the GERD crisis.

The fighting will "weaken Sudan's reservations" on the filling of the fourth reservoir that is set to begin in summer.

The weakened Sudanese position will only create a greater burden on Egypt and its international efforts to tackle the crisis, added the observers.

A spokesman for the Ethiopian foreign ministry declared last week that his country was determined to complete the construction of GERD.

Addis Ababa does not need anyone's permission to kick off the fourth filling of the dam, he added, stressing that the move will not harm Egypt and Sudan.

Ethiopia had completed the second filling in July 2021 and the third in August 2022. Just days ago, it announced that it had completed 90 percent of the dam.

The developments have deepened the dispute between Ethiopia with Egypt and Sudan that oppose the filling the dam and who have accused Addis Ababa of acting unilaterally.

Former Egyptian Minister of Water Resources and Irrigation Dr. Nasreddine Allam said the fighting in Sudan was unfortunate.

Sudan's stability is in Egypt and the region's strategic interest, he told Asharq Al-Awsat.

Any unrest in Sudan will have deep repercussions on vital strategic files, including water security, he remarked.

He added that the united Sudanese and Egyptian positions were a "real guarantee" that ensures the historic and legal rights of the Nile basin countries.

Cairo and Khartoum fear that the GERD will impact their share of the Nile waters. They have been demanding that Ethiopia join them in signing a binding legal agreement that manages the filling and operation of the dam.

Negotiations over the issue have stalled since January 2021.

Deputy Director of the Al-Ahram Center for Political and Strategic Studies Ayman Abdulwahhab told Asharq Al-Awsat that the unrest in Sudan will directly impact several regional files, including the GERD dispute.

As Ethiopia nears the fourth filling, Sudan will unlikely make any protests or express any reservations amid its internal turmoil, he noted, throwing an added burden on Egypt to handle this vital file.

He urged regional powers, starting with Egypt, to act to put a stop to the internal fighting in Sudan to "avoid a repeat of painful experiences in history", such as those seen in Lebanon, Somalia, Iraq, Yemen and Syria, where internal conflicts flared out to have regional consequences.



US-Ukraine Minerals Deal: What We Know

FILE - President Donald Trump, right, meets with Ukrainian President Volodymyr Zelenskyy in the Oval Office at the White House, Feb. 28, 2025, in Washington. (AP Photo/ Mystyslav Chernov, File)
FILE - President Donald Trump, right, meets with Ukrainian President Volodymyr Zelenskyy in the Oval Office at the White House, Feb. 28, 2025, in Washington. (AP Photo/ Mystyslav Chernov, File)
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US-Ukraine Minerals Deal: What We Know

FILE - President Donald Trump, right, meets with Ukrainian President Volodymyr Zelenskyy in the Oval Office at the White House, Feb. 28, 2025, in Washington. (AP Photo/ Mystyslav Chernov, File)
FILE - President Donald Trump, right, meets with Ukrainian President Volodymyr Zelenskyy in the Oval Office at the White House, Feb. 28, 2025, in Washington. (AP Photo/ Mystyslav Chernov, File)

Washington and Kyiv have signed a new minerals deal that will see the United States invest in Ukraine's rare earth and other deposits as it seeks to reduce military aid to the war-torn country.

The deal came together after US President Donald Trump demanded compensation for US aid given to Ukraine under his predecessor Joe Biden's administration, and follows weeks of delays following a spat in late February between Trump and Ukrainian leader Volodymyr Zelensky, AFP said.

Here's what we know about the agreement -- which lacks any explicit security guarantees for Ukraine:

- What's in the deal? -

Under the terms of the deal announced on Wednesday, Ukraine and the United States will establish a joint Reconstruction Investment Fund.

The fund will be controlled by a company with "equal representation of three Ukrainian and three American board members," the US Treasury Department said in a statement.

The agreement covers 57 types of resources, including oil and gas.

If the United States decides to buy the resources, they will be given "first choice to either acquire them or designate the purchaser of our choice," the Treasury Department said.

The new fund "will receive 50 percent of royalties, license fees, and other similar payments from natural resource projects in Ukraine," according to the US Treasury.

Its profits will be invested exclusively in Ukraine for the first 10 years, after which profits "may be distributed between the partners," Kyiv said.

What resources does Ukraine have?

Ukraine holds about five percent of the world's mineral resources and rare earths, according to various estimates.

But work has not yet started on tapping many of the resources and a number of sites are in territory now controlled by Russian forces.

Ukraine also has around 20 percent of the world's graphite, an essential material for electric batteries, according to France's Bureau of Geological and Mining Research, and is a major producer of manganese and titanium.

It also says it possesses one of the largest lithium deposits in Europe, which is yet to be extracted.

Kyiv says "rare earth metals are known to exist in six deposits" and an investment of $300 million would be needed to develop a deposit at Novopoltavske, which it claimed was one of the world's largest.

Does Ukraine have to repay the US?

Trump demanded compensation for US aid given to Ukraine under his predecessor Joe Biden's administration.

But under the terms of the deal signed this week, Ukraine will not be asked to pay back the billions of dollars it has received from the United States since Russia's invasion of the country in February 2022.

New military aid from Washington will be counted as its contribution to the fund, according to the text of the agreement.

Ukraine said it will maintain full control over its subsoil, infrastructure and natural resources throughout the process.

Kyiv noted that the agreement does not impact its bid for integration with the European Union.

What does US support mean for Ukraine?

Ukraine has said any deal would need to include long-term and robust security guarantees that would deter Russia from attacking again.

But the text does not place any specific security obligations on the United States.

It simply says that the United States "supports Ukraine's efforts to obtain the security assurances necessary to build a lasting peace."

However, a US Treasury statement notably mentioned Russia's "full-scale invasion" of Ukraine -- diverging from the Trump administration's usual formulation of a "conflict" for which Kyiv bears a large degree of responsibility.

"This is win-win for both sides," US Treasury Secretary Scott Bessent told Fox Business on Thursday.

"I think this is a strong signal to the Russian leadership," he said.