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  1. China's fuel promise to Mongolia gets a number: 17,000 tonnes for September, and a 20-year frame around it
    China FactorAnalysis10 Sept

    China's fuel promise to Mongolia gets a number: 17,000 tonnes for September, and a 20-year frame around it

    CNPC will ship Mongolia 10,000 tonnes of petrol, 4,000 tonnes of jet fuel and 3,000 tonnes of diesel this month, the industry ministry said on Thursday, 9 days after Montsame reported Xi Jinping's promise of fuel with no tonnage attached. The petrol covers about a sixth of the month's book; the diesel about 2%. The larger object in the readout is a memorandum the two sides now intend to sign: 20 years of crude, refinery feedstock and coal chemicals, with a price formula and a rail chain still to be written.

  2. Kyrgyzstan's energy minister rules out power rationing with Toktogul at 11.2 billion cubic metres and 4.1 billion kWh of imports planned
    EnergyBrief9 Sept

    Kyrgyzstan's energy minister rules out power rationing with Toktogul at 11.2 billion cubic metres and 4.1 billion kWh of imports planned

    The ministry is not considering restrictions on electricity supply for now, Altynbek Rysbekov told journalists on Wednesday, 24.kg reported at 17:09 Bishkek time. The Toktogul reservoir holds 11.2 billion cubic metres, the target before the heating season is 11.5 billion, and 4.1 billion kilowatt-hours of imports from Russia, Kazakhstan, Turkmenistan and Uzbekistan are planned for 2026. The same afternoon China's ambassador said deliveries of jet fuel and diesel to Kyrgyzstan began a month ago and will continue, and gave no figures.

  3. Serbia's president says Uzbekistan's second nuclear plant is being built with China, and Tashkent has named no partner
    China FactorAnalysis9 Sept

    Serbia's president says Uzbekistan's second nuclear plant is being built with China, and Tashkent has named no partner

    Aleksandar VučiΔ‡ told the Uzbek-Serbian business forum in Belgrade on Tuesday that Shavkat Mirziyoyev had told him that morning, one to one, that one nuclear plant is being built with the Russians and another with the Chinese, and that this is not enough for him. Uzbekistan's own record holds one plant, at Jizzakh with Rosatom, and a promise made on 17 August to prepare a second, partner unnamed. If the host heard right, Tashkent is copying the formula Astana chose last year: Rosatom for the first plant, CNNC for the second, and the price as the lever between them.

  4. Kazakhstan and China sign a policing agreement for the Khorgos trade centre after 14 years of talks
    China FactorBrief8 Sept

    Kazakhstan and China sign a policing agreement for the Khorgos trade centre after 14 years of talks

    Interior minister Yerzhan Sadenov signed an intergovernmental agreement on security and public order at the Khorgos International Centre of Boundary Cooperation on a working visit to Beijing on 7 September, the ministry said; its spokesman told Tengrinews on Tuesday that the negotiation had taken 14 years. A second agreement gives mutual recognition to the two countries' driving licences.

  5. The OPEC Fund lends Dushanbe $30 million for 82 km of the road to China
    EconomyBrief3 Sept

    The OPEC Fund lends Dushanbe $30 million for 82 km of the road to China

    The Vienna-based fund will finance the first stage of the Rushan to Varzesh reconstruction in Gorno-Badakhshan, 82.2 of 235 km on the corridor that runs from Dushanbe through Kulma to the Chinese border, Asia-Plus reported on Wednesday.

  6. KazMunayGas settles its yuan bond today at less than half the coupon of the dollars it is buying back
    China FactorAnalysis2 Sept

    KazMunayGas settles its yuan bond today at less than half the coupon of the dollars it is buying back

    Wednesday is the day the two money tracks touch: 3.5 billion yuan of new bonds settle at 2.3% and 2.8%, and the early deadline for tendering the company's 5.375% dollar notes closes at 17:00 New York time. The gap between the two coupons is the price Kazakhstan's oil company now puts on borrowing in Beijing's currency.

  7. Uzbekistan's new fighters are Chinese, and the footage is the announcement
    China FactorAnalysis1 Sept

    Uzbekistan's new fighters are Chinese, and the footage is the announcement

    State television's independence-anniversary film showed at least 6 J-10CE jets in Uzbek insignia at the Karshi-Khanabad air base. That makes Uzbekistan the second foreign operator of the type after Pakistan and the first Central Asian operator of a modern Chinese fighter; neither government has published a contract.

  8. The SCO leaves Bishkek with 28 documents and two new centers
    PoliticsBrief1 Sept

    The SCO leaves Bishkek with 28 documents and two new centers

    The 25th anniversary summit closed on 1 September with 28 signed texts, the Bishkek Declaration at the top: charter amendments that add two new bodies to the organization's structure, a roadmap for settling more trade in national currencies, and sectoral programs running to 2030.

  9. Tashkent and Beijing set a $30 billion target
    China FactorBrief1 Sept

    Tashkent and Beijing set a $30 billion target

    Mirziyoyev and Xi met in Bishkek on Monday and agreed to lift bilateral trade from about $18 billion to $30 billion, by the Uzbek president's press service.

  10. Xi promises Mongolia fuel as its August petrol book closes 8.4% short
    EnergyBrief1 Sept

    Xi promises Mongolia fuel as its August petrol book closes 8.4% short

    Xi Jinping affirmed in Bishkek that China will keep supplying Mongolia with petroleum products through the market's instability. At home, the prime minister's task force closed August with petrol arrivals 8.4% short of orders, and diesel delivered in full.

  11. Charter amendments top the SCO's anniversary pile in Bishkek
    PoliticsBrief1 Sept

    Charter amendments top the SCO's anniversary pile in Bishkek

    The organisation's heads of state met in Bishkek today over a Bishkek Declaration and more than 20 documents, charter amendments among them. The final texts were still unpublished as this edition went to print.

  12. Xi's Bishkek package holds a treaty, a bridge and no fuel line
    China FactorAnalysis31 Aug

    Xi's Bishkek package holds a treaty, a bridge and no fuel line

    Xi Jinping and Sadyr Japarov signed a treaty of perpetual good-neighbourliness, friendship and cooperation on 31 August, with a joint declaration and, by economist.kg's count, 28 sectoral documents behind it. The lists published by evening carry a bridge, a rail memorandum and a berry protocol, and nothing on fuel, the one commodity Kyrgyzstan now prices by decree.

  13. The summit begins at dinner, and the declaration can wait
    PoliticsAnalysis31 Aug

    The summit begins at dinner, and the declaration can wait

    Xi Jinping opened his state visit with a Sunday-night dinner, Narendra Modi landed with his Tashkent deals already signed, and Moscow published its agenda before reaching the hall. The heads of state sit on Tuesday; the week they are meant to crown is already running.

  14. Tashkent's gas ledger runs 4 to 1 toward imports
    EconomyBrief28 Aug

    Tashkent's gas ledger runs 4 to 1 toward imports

    Seven months of 2026 put Uzbekistan's gas trade in one line: $1.1 billion bought from Russia and Turkmenistan, $279.7 million sold to China, and the selling side down 36.2% on the year, by the national statistics committee's count carried on Friday.

  15. Delhi and Islamabad close the Bishkek list
    PoliticsAnalysis28 Aug

    Delhi and Islamabad close the Bishkek list

    India and Pakistan put their confirmations on the record on Thursday: Narendra Modi attends Tuesday's Shanghai Cooperation Organisation summit in Bishkek, and so does Shehbaz Sharif, at a table the Kyrgyz presidency counts at 21 heads of state. Four days out, the open question is what gets signed.

  16. KazMunayGas starts building a yuan book on its home exchange
    EconomyBrief26 Aug

    KazMunayGas starts building a yuan book on its home exchange

    The national oil company opened books on Wednesday for two tranches of yuan bonds on the Astana International Exchange, with settlement set for 2 September.

  17. Beijing puts Xi's Bishkek dates in writing
    China FactorBrief26 Aug

    Beijing puts Xi's Bishkek dates in writing

    China's foreign ministry confirmed on Wednesday that Xi Jinping will attend the SCO summit in Bishkek and stay for a state visit to Kyrgyzstan. The Kyrgyz side announced him 37 days ago.

  18. Mongolia's Chinese fuel target runs through the miners already burning it
    China FactorAnalysis25 Aug

    Mongolia's Chinese fuel target runs through the miners already burning it

    The industry ministry has set a target of covering 30% of Mongolia's domestic fuel consumption from China and named the channel: about 30 Chinese-invested mining companies that already burn some 1.2 million tons of diesel a year. August deliveries in the ministry's count total 11,000 tons.

  19. China opens a 10-day door for Kyrgyz passports
    China FactorBrief21 Aug

    China opens a 10-day door for Kyrgyz passports

    Kyrgyz citizens can now transit China without a visa for 240 hours, entering through any of 65 ports, and can spend 30 days in Hainan. The immigration administration's decision took effect on Thursday, 12 days before the summit Bishkek says Xi Jinping will attend.