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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.
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Economy and Mining
Global Affairs
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The Quiet Drift in Mongolia-US Relations
Trump is yet to meet Mongolia's President Khurelsukh. As the Mongolia-US relations near 40 years, the partnership runs on rhetoric. Inside the quiet drift.
22 hours ago
Mongolia Eyes $5.5B Foreign Investment with 30-Day Complaint Guarantee
Mongolia guarantees 30-day complaint resolutions to attract $5.5B in foreign investment, but political friction and past reforms test its credibility.
7 days ago
Rio Tinto and Mongolia Revise Oyu Tolgoi Terms, Targeting First Dividends in 2027
Rio Tinto and Mongolia revise Oyu Tolgoi terms, cutting financing rates to SOFR plus 4% and targeting government dividend payouts starting in 2027.
Sep 29
Mongolia Taps BlackRock to Drive State-Owned Enterprise Privatization
Mongolia partners with BlackRock to reform its $16.8B state-owned enterprise sector. Can market discipline overcome political control in Ulaanbaatar’s SOE reforms?
Sep 23
Why Mongolia Is Turning to Central Asia
Mongolia is deepening ties with Central Asia, adding a regional dimension to its Third Neighbour Policy and search for resilience.
Aug 3
Rising Debts and Deficits Threaten Mongolia Economic Growth in New IMF Forecast
Mongolia economic growth forecast: deficits accelerating to 6.5% by 2031, debt to 62%. What the IMF communiqué won't explicitly say about copper and political risk.
Jul 22
Mongolia Investment Fund Could Break Under Electoral Pressure
Mongolia's National Investment Fund model promises state control and global capital. Franklin Templeton's fiduciary mandate could make that impossible by 2027. Here's the collision.
Jul 21
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
Unlock Mongolia: Same Agenda, New Audience
Mongolia passed its Economic Freedom Law on July 3rd. Investors still wait for faster permits, working courts and stalled state enterprise reform.
Jul 8
Oyu Tolgoi Rate Cut Masks Deeper Issues
Mongolia cuts Oyu Tolgoi loan rates by 2.6 points and shortens the review cycle from 7 years to 3, adding to a fee cut PM Uchral calls a historic win.
Jul 6
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.
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