fuel crisis | Mongolia Weekly

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

Threat to Uchral’s Cabinet Grows Ahead of 2027 Mongolia Presidential Election

Why Elbegdorj’s Return Reopened Corruption Probes in Mongolia

Mongolia Uses AI to Protect Traditional Naadam Horse Racing

Mongolia Prime Minister Uchral's 100 Days: Wins, Inflation, and Energy Risks

Mongolia H2 2026 Outlook: Oyu Tolgoi Leverage and Mining Reform Risks

PM Uchral Has the Numbers. The Opposition Has the Narrative.

Economy and Mining

Why Mongolia Is Building a $800M Steel Plant Next to China

How Tariff Freezes and Subsidies Delay Mongolia’s Energy Sector Reform

Mongolia’s AI Push Needs A Verification Standard

Mongolia’s Supplementary Budget Turns Temporary Savings Into Permanent Costs

Mongolia’s AI Data Center Ambition Needs More Than Cold Air and Cheap Power

Mongolia Budget: Why Central Bank Raised Rates Ahead of Fiscal Debate

Global Affairs

Mongolia Green Ambitions at UNCCD COP17 Face Economic and Rangeland Challenges

Why Mongolia Is Turning to Central Asia

Why Mongolia Must Play Its Critical Mineral Card to Survive

Mongolia’s Kazakhstan Gambit Faces a Hard Border Reality

Mongolia Blocks Oversight Push as China Coal Deal Ignites Backlash

Iran War Tests Mongolia’s Fiscal and Political Discipline

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.

5 days ago

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'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

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.