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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’s Record Mining Wealth is Leaving Households Behind
Mongolia reports 6.8% growth and $7B reserves, but 9% inflation persists. Discover why record mining wealth isn't reaching households.
Mar 9
Mongolia Races to Break Energy Shortage with New Power Plant
Mongolia breaks ground on new power plant to secure energy for Ulaanbaatar city. A deep dive into the $658M shift in Mongolia’s power grid.
Feb 16
How Mongolia’s Search for Energy Security Reinforces a Russian Lock In
Mongolia touts energy independence, but a new fuel deal with Russia locks in long-term dependence, trading diversification for short-term stability.
Feb 9
Why Mongolia's Energy System Is Failing Under Winter Stress
Mongolia’s winter blackouts expose Ulaanbaatar’s fragile energy system, corruption risks, and tariff politics behind a crisis of heat, power, and survival.
Feb 4
Mongolia's 2026 Outlook: Resource Policy, Political Risk and Energy Security
Mongolia faces crucial tests on resource policy, fiscal discipline and energy security as commodity boom fades and public patience wears thin.
Jan 5
Inside Mongolia’s 2025 Turning Point: The 10 Political and Economic Developments to Know
Oyun-Erdene’s fall, Zandanshatar’s rise, factional strife, Oyu Tolgoi, fiscal shocks and the forces reshaping Mongolia in 2025.
Dec 30, 2025
Mongolia’s Coal Exports Faces a Fuel Supply Reality Check
Fuel shortages threaten Mongolia’s coal exports and budget, exposing risky dependence on Russian imports.
Dec 23, 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
Mongolia’s Fuel Shortages Reveal a Deeper Energy Crisis
Mongolia’s latest fuel shortages show dependence on Russia and delays in its long-promised oil refinery project.
Nov 4, 2025
Mongolia Eyes Transit Gains as Power of Siberia 2 Moves Forward
Power of Siberia 2 moves forward. Mongolia eyes transit fees and energy gains, but pricing, demand, and politics cloud the deal.
Sep 10, 2025
Spot the Opportunities. Navigate the Risks
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