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Mongolia H2 2026 Outlook: Oyu Tolgoi Leverage and Mining Reform Risks
H2 2026 Mongolia Outlook: Expert analysis on Prime Minister Uchral's economic liberation agenda, fiscal risks, and the Oyu Tolgoi negotiations.
Politics
Economy and Mining
Global Affairs


Why Mongolia Must Play Its Critical Mineral Card to Survive
Mongolia must pivot from a failing neutrality policy. Leveraging its massive mineral wealth and rare earths is the only way to survive a shifting world.
Jun 16


Mongolia’s Kazakhstan Gambit Faces a Hard Border Reality
Explore Mongolia and Kazakhstan's strategic partnership, connectivity challenges, and efforts to boost trade beyond the shadow of neighbors.
May 4


Mongolia Blocks Oversight Push as China Coal Deal Ignites Backlash
Mongolia blocks oversight push as a $20B China coal deal ignites sovereignty fears and a political storm in Ulaanbaatar.
Apr 28


Iran War Tests Mongolia’s Fiscal and Political Discipline
Explore how the Iran war impacts Mongolia's fuel costs, currency, and fiscal policy in this economic analysis.
Apr 9


Global Energy Shock from the Iran War Revives Power of Siberia 2 through Mongolia
As the Iran war broke out, the Power of Siberia 2 pipeline moves toward reality, potentially transforming Mongolia’s economy.
Mar 24


Mongolia Courts Washington on Critical Minerals but Power Shortages and State Control Can Cloud the Outlook
Mongolia courts Washington on critical minerals, but power shortages and state ownership risks shadow the pitch.
Feb 12


Mongolia's Davos Bet on Trump's Board of Peace
At Davos in January, Prime Minister Gombojavyn Zandanshatar signed Mongolia onto Donald Trump’s “Board of Peace,” securing founding member status in a body pitched as an alternative to the United Nations. U.S. President Donald Trump and Mongolian Prime Minister Gombojavyn Zandanshatar at the Davos Forum (source: graph.mn) The government sells this as continuity with Mongolia’s multi-pillar peaceful foreign policy. In practice, it marks a sharper turn toward transactional dipl
Jan 27


Mongolia Bets on an EAEU Trade Deal. Will It Broaden the Economy or Deepen Old Risks?
Mongolia trade faces a real test as the EAEU deal weighs diversification gains against import risks, weak demand, and geopolitical exposure.
Jan 14


Mongolia Upgrades Italy Ties in Strategic Push to Tap Europe’s Markets
Mongolia's recent presidential visit to Rome, elevating ties with Italy to a "strategic partnership," marks a significant recalibration of Ulaanbaatar's European diplomacy. Mongolian President Ukhnaagiin Khurelsukh and Italian President Sergio Mattarella (www.president.mn) Italy becomes the second European Union member after Germany to achieve this top-tier status with Mongolia, providing Ulaanbaatar another political anchor as its traditional balancing act between Russia, Ch
Dec 9, 2025


Why Mongolia Needs Practical Gains From Russia
Mongolia seeks stability in Moscow as fuel dependence, sanctions bottlenecks and stalled pipeline talks narrow its energy options.
Nov 24, 2025

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