Escaping the Green Resource Curse in Central Asia

MINEX Forum

Welcome to this special deep-dive podcast episode, brought to you by the MINEX Forum. This episode is based on the groundbreaking research article, "Central Asia as New Battle Grounds: Critical Mineral Strategies of Kazakhstan and Uzbekistan," authored by Younkyoo Kim, Lyailya Ivatova, Sujin Kang, and Yerden Ordabek. Whether you are driving an electric vehicle in Europe, using a smartphone in the USA, installing solar panels in Australia, or relying on advanced semiconductors in South Korea, your daily life depends on an invisible, highly concentrated global supply chain. This introductory lo

Episodes

  1. Jun 11

    Unlocking Kazakhstan: The New Frontier of Mining Investment

    On 8 June, MINEX Forum attended a closed-door panel in London, chaired by the Eurasia Critical Minerals Organisation (ECMO) and hosted by Pinsent Masons, bringing together geoscientists, financiers, lawyers, and diplomats from the Kazakh Embassy.The discussion cut through the headlines to ask the question that really matters for Kazakhstan's mining sector: not whether the geology is there, but whether the country can execute. This video distils the key takeaways:Why Kazakhstan's 2018 mining code reforms remain the single biggest driver of renewed investor interest — and why predictability matters more than speed.The data imperative: how AI is being used to unlock the vast Soviet-era geological archive, with a first tranche of public data expected before year end.The consolidation thesis drawing international capital, and why Kazakhstan is next on the list after Africa, Australia, and Latin America.What December 2024's subsoil code amendments actually mean for investors — including the tax incentives that went largely unreported.The view from the coalface: operating realities, the frontier-to-emerging market reclassification, and the transfer of expertise out of Russia.The China question, Gulf and Turkish capital flows, and why over $28 billion in FDI stock tells a more complex story than the headlines suggest.The conversation continues at MINEX Asia in Ankara (24–25 June), MINEX Europe in Trim, Ireland (28–30 October), and the MINEX Eurasia Conference in London (30 November).🔗 https://minexforum.com#Kazakhstan #CriticalMinerals #Mining #ECMO #MINEX #MINEXAsia #MINEXEurope #MINEXEurasia #MiningInvestment

    Unlocking Kazakhstan: The New Frontier of Mining Investment
  2. Jun 10

    Unlocking Kazakhstan: The New Frontier of Mining Investment

    On 8 June, MINEX Forum attended a closed-door panel in London, chaired by the Eurasia Critical Minerals Organisation (ECMO) and hosted by Pinsent Masons, bringing together geoscientists, financiers, lawyers, and diplomats from the Kazakh Embassy.The discussion cut through the headlines to ask the question that really matters for Kazakhstan's mining sector: not whether the geology is there, but whether the country can execute. This video distils the key takeaways:Why Kazakhstan's 2018 mining code reforms remain the single biggest driver of renewed investor interest — and why predictability matters more than speed.The data imperative: how AI is being used to unlock the vast Soviet-era geological archive, with a first tranche of public data expected before year end.The consolidation thesis drawing international capital, and why Kazakhstan is next on the list after Africa, Australia, and Latin America.What December 2024's subsoil code amendments actually mean for investors — including the tax incentives that went largely unreported.The view from the coalface: operating realities, the frontier-to-emerging market reclassification, and the transfer of expertise out of Russia.The China question, Gulf and Turkish capital flows, and why over $28 billion in FDI stock tells a more complex story than the headlines suggest.The conversation continues at MINEX Asia in Ankara (24–25 June), MINEX Europe in Trim, Ireland (28–30 October), and the MINEX Eurasia Conference in London (30 November).🔗 https://minexforum.com#Kazakhstan #CriticalMinerals #Mining #ECMO #MINEX #MINEXAsia #MINEXEurope #MINEXEurasia #MiningInvestment

    Unlocking Kazakhstan: The New Frontier of Mining Investment
  3. Jun 6

    Central Asia's Economic Ascent: The Mining Industry at the Heart of Regional Growth

    Welcome to the MINEX Forum podcast. In the next thirty minutes, we're going to walk through a story that most Western policymakers are still sleeping on—but that Beijing, Moscow, Brussels, and Washington are waking up to at pace. Central Asia is not simply growing. It is repositioning itself at the very heart of the global critical raw materials race. And the mining sector is no longer a background variable in that story. It is the plot itself. In June 2026, the European Bank for Reconstruction and Development published its latest regional economic outlook. It projects that Kazakhstan, Kyrgyzstan, Mongolia, Tajikistan, Turkmenistan, and Uzbekistan will record the highest growth rates of any EBRD member states—5.6 per cent this year, 5.3 per cent next. Those are the headlines. But three months earlier, the OECD released a report that tells a much more consequential story. Beneath the macro numbers lies a region repositioning itself as the critical minerals supplier to the green and digital economy. We're talking about antimony, graphite, tungsten, uranium, lithium—the metals on which Europe's technological sovereignty depends. The question is not whether Central Asia will grow. The question is whether the region can translate an extraordinary minerals endowment into durable prosperity—or whether it rehearses the resource curse that has constrained other commodity-rich regions. Today, we're going to walk through that story country by country, opportunity by opportunity, and challenge by challenge. We'll look at what Tajikistan's doing with green energy and AI. We'll examine the geopolitical tremors shaking Kyrgyzstan's mining sector. We'll understand why Kazakhstan's scale matters to the West's industrial future. And we'll see how Uzbekistan is attempting to pivot from extraction to value-added processing. By the end of this conversation, you'll understand why platforms like the MINEX Forum—and the conversations that happen in rooms like ours—have become central to the critical minerals agenda itself. Let's begin.

    Central Asia's Economic Ascent: The Mining Industry at the Heart of Regional Growth

About

Welcome to this special deep-dive podcast episode, brought to you by the MINEX Forum. This episode is based on the groundbreaking research article, "Central Asia as New Battle Grounds: Critical Mineral Strategies of Kazakhstan and Uzbekistan," authored by Younkyoo Kim, Lyailya Ivatova, Sujin Kang, and Yerden Ordabek. Whether you are driving an electric vehicle in Europe, using a smartphone in the USA, installing solar panels in Australia, or relying on advanced semiconductors in South Korea, your daily life depends on an invisible, highly concentrated global supply chain. This introductory lo