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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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Why No-Confidence Threats Against Mongolia's Prime Minister Never Arrive
Mongolia's Democratic Party keeps threatening a no-confidence motion against Prime Minister Nyam-Osoryn Uchral. It has never filed one.
2 days ago
Mongolia Budget Breaks the Fiscal Rules. Parliament Rewrites Them.
Mongolia budget spends 19.4% over parliament's ceiling. Auditors object, parliament rewrites the rules, inflation takes back November's rises.
Oct 7
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
Why Mongolia's Ruling Party Can't Pass Its Budget Despite a Parliamentary Majority
Mongolia’s ruling MPP has a majority, yet internal absences and opposition challenges stall the Mongolia budget. Here is why passing it is proving so difficult.
Sep 24
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
Who Will Run in Mongolia’s 2027 Presidential Election?
Mongolia’s 2027 presidential election landscape is shifting fast. Behind polling frontrunners Zandanshatar and Altankhuyag, internal party factions are realigning.
Sep 21
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.
Sep 2
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
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
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
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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