Kazakhstan

Energy Geopolitics

Kazakhstan Offers to Store Iran’s Uranium Stockpile as Trump Talks Stall

The world's largest uranium producer positions itself as nuclear intermediary, offering IAEA-supervised custody of Iran's 440kg enriched stockpile—enough for 10 weapons—if Washington and Tehran reach a deal.

8 min read ·
Energy Macro

Kazakhstan’s Tengiz Outage Tests Energy Markets Already Stretched by Hormuz Closure

A 94% production collapse at one of the world's largest oil fields removes another 890,000 b/d from global supply as inventories draw at record pace and spare capacity hits multi-decade lows.

8 min read ·
Energy Geopolitics

Uranium’s Supply Crunch Arrives as AI and Sanctions Collide

Western dependence on Kazakhstan and Russian enrichment meets surging data center demand, exposing strategic vulnerabilities three years before the supply ban bites.

8 min read ·
Energy Geopolitics

South Korea’s Kazakhstan Pivot Signals Asian Energy Realignment Away from Middle East Dependency

Seoul finalizes oil supply agreements targeting 10-15% of imports from Central Asian fields as Strait of Hormuz disruption accelerates structural shift in regional energy security.

7 min read ·