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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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Mongolia’s Eurasian Bridge Gets Practical
Mongolia shifts focus from grand Eurasian transit dreams to practical energy and rail projects, balancing Russian and Chinese dependencies.
4 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
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
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
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
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
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 Links Copper Royalty Cuts to Oyu Tolgoi Talks
Mongolia freezes copper royalty reform as Rio Tinto talks intensify, putting Oyu Tolgoi debt, licences and future mining investment at stake.
Jun 17
Why Mongolia Must Play Its Critical Mineral Card to Survive
Mongolia must pivot from a failing neutrality policy. Leveraging its massive mineral wealth and rare earths is the only way to survive a shifting world.
Jun 16
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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