Mongolia

Oyu Tolgoi exports resume a day after protesters blocked the road
Rio Tinto restarted copper concentrate shipments from its giant Mongolian mine on 18 June, a day after the Radical Reform movement blocked the export road. The protest lasted under a day. The grievance behind it has lasted years.

Protesters block Oyu Tolgoi road and halt copper exports to China
Mongolia's Radical Reform movement blocked the main transport road from Rio Tinto's Oyu Tolgoi mine at 09:00 on 17 June, stopping copper concentrate trucks heading for the Chinese border. Rio's shares fell 1.6% in London. The dispute is about who gets how much from one of the world's largest copper deposits.

Mongoliaβs two-neighbor squeeze, and the third neighbor that cannot reach it
Chinaβs foreign minister spent three days in Ulaanbaatar this week promising railways and a shared future. The warmth is real, and so are its limits: nearly everything that should give Mongolia bargaining power, from gas transit to rare earths, is worth only what Beijing or Moscow agrees to pay for it.

Mongolia is building a railway straight into China's steel industry β and it knows exactly what that means
83 million tonnes of coal exported to China in 2024. A new cross-border railway under construction since April 2025. $1.5 billion in additional annual revenue projected. The numbers are compelling. The dependency is real.
Mongolia went to Shanghai to raise money. 300 investors showed up
The first Mongolia Investment Forum in China closed on May 27. It was the fourth edition of a global series β after New York, London, and Singapore. The choice of city was the message.

Mongolia vs Rio Tinto: The Copper Mine at the Centre of the World
Oyu Tolgoi is producing record copper, heading for fourth place globally, and generating a political crisis. Ulaanbaatar wants a renegotiation. Rio Tinto cannot afford to walk away.