top of page



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


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


Oyu Tolgoi Management Fees Halved as Mongolia Eyes Loan Restructuring
Oyu Tolgoi fee cuts save Mongolia $2.2B, but the real battle lies ahead. Discover how rising copper prices and unresolved shareholder loans impact dividends.
Jun 2


Mongolia’s Kazakhstan Gambit Faces a Hard Border Reality
Explore Mongolia and Kazakhstan's strategic partnership, connectivity challenges, and efforts to boost trade beyond the shadow of neighbors.
May 4


Global Energy Shock from the Iran War Revives Power of Siberia 2 through Mongolia
As the Iran war broke out, the Power of Siberia 2 pipeline moves toward reality, potentially transforming Mongolia’s economy.
Mar 24


Epstein Files Hit Mongolian Democrats Before 2027 Vote
The Epstein files rattle Mongolia’s Democrats, exposing elite access, factional risk and 2027 election stakes.
Feb 19


Mongolia Courts Washington on Critical Minerals but Power Shortages and State Control Can Cloud the Outlook
Mongolia courts Washington on critical minerals, but power shortages and state ownership risks shadow the pitch.
Feb 12


Mongolia's Davos Bet on Trump's Board of Peace
At Davos in January, Prime Minister Gombojavyn Zandanshatar signed Mongolia onto Donald Trump’s “Board of Peace,” securing founding member status in a body pitched as an alternative to the United Nations. U.S. President Donald Trump and Mongolian Prime Minister Gombojavyn Zandanshatar at the Davos Forum (source: graph.mn) The government sells this as continuity with Mongolia’s multi-pillar peaceful foreign policy. In practice, it marks a sharper turn toward transactional dipl
Jan 27

Spot the Opportunities. Navigate the Risks
Mongolia Weekly delivers unparalleled insights into Mongolian politics, economics, all in concise, English-language newsletter, delivered to your inbox every weekend.
bottom of page



































