What companies would benefit from the potential US - Ukraine minerals deal.

With the US potentially getting 500B worth of rare minerals, as mentioned in articles like this [https://www.cnbc.com/2025/02/16/us-ukraine-could-still-secure-positive-minerals-deal-officials-say.html](https://www.cnbc.com/2025/02/16/us-ukraine-could-still-secure-positive-minerals-deal-officials-say.html) .

What companies would stand to benefit the most. i.e. which companies will be setting up mining/processing operations on these minerals? The article says "US and European companies." I mean i know of a few US materials companies, like MP materials etc. and big miners like FCX and Rio Tinto, but I'm not sure if these are the companies to look at as I'm not familiar enough with the sector. Also not sure what the distribution between actual mining and what might be shipped out and processed etc. Anyone have an angle on this?