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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
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Threat to Uchral’s Cabinet Grows Ahead of 2027 Mongolia Presidential Election
Mongolia’s 2027 presidential election threatens Prime Minister Uchral’s cabinet as opposition DP seeks a no-confidence vote amid internal MPP rifts.
6 days ago
Mongolia’s Supplementary Budget Turns Temporary Savings Into Permanent Costs
Mongolia’s supplementary budget may be fiscally neutral today, but higher wages and pensions could lock permanent costs into future budgets.
Sep 1
Why Elbegdorj’s Return Reopened Corruption Probes in Mongolia
Tsakhiagiin Elbegdorj’s return to Mongolia reignites corruption probes and exposes the deep political risks facing the nation's former leaders.
Aug 10
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
Election Politics Set to Limit Mongolia’s EAEU Meat Export Gains
Election politics and urban food inflation may limit Mongolia’s trade potential under its new tariff-free EAEU meat deal.
Aug 4
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 Mining and the Disinformation War on Western Investment
Mongolia's mining boom faces a new threat as disinformation targets Western investment while the latest Rio Tinto deal reshapes the Oyu Tolgoi relationship.
Jul 1
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
Ulaanbaatar’s Budget Explosion: The Capital Outgrowing Its Guardrails
Ulaanbaatar’s budget skyrocketed to over $2B. Inside the sudden fiscal boom, toothless oversight, and political factions clashing over the capital.
Jun 24
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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