top of page
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
All Articles
How Tariff Freezes and Subsidies Delay Mongolia’s Energy Sector Reform
Mongolia is hedging winter energy risks with Chinese power supply, but tariff freezes threaten the grid's financial survival. Here is how price controls fail.
Sep 8
Mongolia’s AI Data Center Ambition Needs More Than Cold Air and Cheap Power
Mongolia wants to become an AI data centre hub, but weak power grids and limited connectivity may matter more than cold air and cheap energy.
Aug 31
Mongolia Oil Refinery Bet to Escape Russian Fuel Dependency
Mongolia’s $1.7B oil refinery will not likely bring total fuel independence. It trades Russian energy risk for Chinese crude, Indian debt, and coal-backed funding.
Aug 25
Mongolia Green Ambitions at UNCCD COP17 Face Economic and Rangeland Challenges
Mongolia hosts UNCCD COP17 to fight land degradation, but bad economic incentives and heavy overgrazing threaten its green goals.
Aug 24
Mongolia's Fuel Crisis Shows the Cost of Managing Prices
Mongolia fuel crisis deepens as latest rationing reveals how price controls, Russian dependency, and rail bottlenecks aggravate shortages.
Aug 18
Can Mongolia Build Its Way Out of Fuel Shortages While Russia Controls the Price?
Mongolia fuel shortage fears mount as gas stocks plummet and import costs rise. See why the government's multimillion-dollar reserve plan may still fall short.
Aug 5
Mongolia Prime Minister Uchral's 100 Days: Wins, Inflation, and Energy Risks
Mongolia Prime Minister Uchral marks 100 days in office amid rising inflation, Oyu Tolgoi talks, and looming winter energy risks.
Jul 20
Mongolia's 2026 Energy and Tax Reforms: What the Market Pricing Gap Means for Investors
Mongolia passed real tax and energy reforms in June 2026. The old grid still sells power below cost. Mongolia Weekly tracks what the gap means for investors.
Jun 30
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.
Jun 28
Mongolia's $1.7 Billion Oil Refinery May Leave It Dependent on Russian Crude
Mongolia's long-delayed $1.7 billion refinery could end up relying on Russian crude, raising fresh doubts about energy independence.
Jun 3
Spot the Opportunities. Navigate the Risks
Independent analysis of Mongolia's politics, economy and geopolitics risks. The essential weekly briefing for investors, policymakers, diplomats and anyone who needs to understand where Mongolia is heading.
bottom of page