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Central Asia Wire
Independent Central Asia Monitor
Breaking
China's fuel promise to Mongolia gets a number: 17,000 tonnes for September, and a 20-year frame around itKazakhstan pauses collecting its $5.2 billion Kashagan fine after NCOC takes the bailiff to courtBaku moves the start of work on the Trump route to 2027, 6 days before Armenia's court takes up the dealKazakhstan's energy ministry says CPC loading stopped on 2 buoys after Tuesday's drone incident and resumed after checks

#Gulf investment

2 articles
Central Asia’s wartime windfall ends with the war
EnergyAnalysis15 Jun

Central Asia’s wartime windfall ends with the war

For 100 days the closed Gulf made Central Asia’s oil more valuable and its non-Gulf routes look wise. With Hormuz reopening, the region goes back to competing on price and reliability, with less of both than it would like.

The Iran war is redrawing Central Asia’s map to the sea
EnergyAnalysis11 Jun

The Iran war is redrawing Central Asia’s map to the sea

Every escalation in the Gulf pushes the region’s trade further off the route through Iran and onto the corridors west and east. The war hands Kazakhstan an oil-price windfall and a bill at the same time.