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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
Mongolia Mining Makeover Hands Rural Towns a Massive Payday
Can a massive payday end mining blockades? Mongolia is doubling local royalties to buy social license.
Apr 22
Rewriting the Mining Rulebook: Inside Mongolia’s Pivot from Boardroom Battles to a 60% Revenue-First Sovereign Wealth Empire
Mongolia swaps board seats for a 60% revenue share. Inside the bold move to build a mining-backed sovereign wealth empire by 2030.
Feb 23
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
Will Mongolia Privatize Its Leading State Enterprises?
Mongolia weighs privatizing major state firms as political appointments, rising debt, and stalled reforms test its state-sector model.
Dec 11, 2025
Inside Mongolia’s Mining Royalty Reform: How a Tax Change Nearly Unseated the Prime Minister
A tax reform over Mongolia’s mining royalties ignited a political storm that nearly toppled Prime Minister Zandanshatar.
Oct 27, 2025
Mongolian Prime Minister Faces Dismissal Amid Coal-Driven Power Struggle
Mongolian Prime Minister faces dismissal amid a power struggle over Tavan Tolgoi, revealing how coal wealth still shapes the nation’s politics.
Oct 14, 2025
Mongolia Rethinks Mining Control
Mongolia mining pivot: PM Zandanshatar shifts from state stakes to royalties to restore investor confidence and attract capital.
Oct 9, 2025
Mongolia Coal Production Holds, Export Revenues Fall
Mongolia coal exports hold steady in 2025, but falling prices slash revenues, fuel inflation, and expose economic dependence.
Sep 22, 2025
Mongolia Coal Exports Surge, Budget Gains
China demand lifts Mongolia coal revenues, easing budget pressure while structural reforms remain stalled.
Aug 25, 2025
PM Speaks: Tough Choices for Mongolia's Future
Mongolia’s focus on addressing wealth concentration among elite families is promising. But its success hinges effective policies.
Mar 16, 2025
Spot the Opportunities. Navigate the Risks
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