June 28, 2026

"In response to Russia’s war in Ukraine, Central Asian governments have drawn closer together as a bloc, while welcoming Mr. Trump’s transactional approach to foreign policy."

"They are seeking opportunities to reduce their reliance on Moscow, even as they tread lightly so as not to cross the Kremlin or antagonize China. 'For the business relationship, it has never been better,' said Jeff Erlich, the president of the American Chamber of Commerce in Kazakhstan, who has worked in and around the region since the late 1990s. 'In my experience, that is clear.'"

From "Kazakhstan’s Leader Deepens U.S. Ties, Saying Trump Was ‘Sent by Heaven’/The Central Asian nation is aggressively courting President Trump’s Washington to counterbalance its powerful neighbors, Russia and China" (NYT)(gift link, so you can try to figure it out for yourself).

That's one of 2 stories about Kazakhstan at the top of the front page of the NYT right now. The other is: "Trump Cut a Billion-Dollar Mining Deal. His Sons Stand to Profit. An agreement between the U.S. and Kazakhstan has given a group of American investors with ties to the president and the commerce secretary access to one of the world’s largest untapped reserves of tungsten."

42 comments:

TosaGuy said...

Very nice!

TosaGuy said...

We should do a potassium deal. Kazakhstan has the best potassium, all other nations’ potassium is inferior.

Indefinitely Extended Excursion™️ said...

"A company linked to Donald Trump’s sons has asked the US defense department for an additional $400 million" to line their shareholders pockets. There you go -- fixed the article to reveal the true meaning of the headline

Why Kazakhstan when there are Tungsten ore deposits in Portugal, Austria and Canada. All safer bets if we really are worried about supply chain vulnerabilities.

Check out Mactung. Much higher grade lower risk tungsten deposit in Canada. If they were serious about the metal supply this would be first choice. Surely some mistake.

Mactung could be a world beater. Sadly the Lundin family will need to make space for the Trump kids as a precondition for the Trump admin throwing anything substantial at it.

Aggie said...

The Kazakhs were treated worse than the Ukranians, by the Soviets. Although it's rich in natural resources, it's landlocked and pretty much surrounded by Russia and China, so I kind of see this as a diplomatic trade spear aimed at their flanks. And it's a Muslim country, though not radical. I don't think it will go very far, as much hay as the NYT would like to make. I think Trump is really focusing on Central and South America, strategically.

Howard said...

Unlike Hunter Biden, the Trump and Lutnik boys are a real value add to the mining industry. File under nepotistic socialist corporate welfare we love love love.

Indefinitely Extended Excursion™️ said...

Kazakhstan is not simply a mining jurisdiction. It is also a security jurisdiction. Any serious assessment of American-backed tungsten investment should acknowledge that Kazakhstan is a member of the Collective Security Treaty Organization, the Russia-led security bloc. Its Article 4 functions as the closest post-Soviet equivalent to a collective defense clause: an attack on one member is treated as an attack on all.

Kazakhstan also sits inside the Shanghai Cooperation Organization with both China and Russia, where regional security, counter-terrorism and stability are framed through a Eurasian rather than Atlantic architecture.

The trade structure matters too. Kazakhstan sends roughly 27% of its mineral exports to China and 16% to Russia, compared with only about 5% to the U.S. In tungsten specifically, China remains the defining downstream link through processing and refining. Mining is not refining. Extracting ore is only the first stage. Turning tungsten into usable industrial inputs at scale means concentration, refining, ammonium paratungstate production, tungsten powder, carbide, tooling, skilled labor and downstream manufacturing. Building an independent American pathway from mine to usable industrial product would likely take five to ten years, not one investment cycle.

That does not make American investment impossible. But presenting a Trump-linked investment mainly as a strategic American supply arrangement risks obscuring the deeper reality: the project remains embedded in a Eurasian security and industrial ecosystem shaped by Moscow, Beijing and Astana’s multi-vector balancing doctrine.

The ore may be financed from Washington, but the mine still sits inside a Eurasian strategic field.

bagoh20 said...

It's good for us and them. A lot of people will profit from it. Why not the people who put the thing together and made it happen? Should they be excluded? As far as I can see, they did this with minimal crack head and crack whore involvement. That's a yuge improvement. Prior grift often did nothing for our nation, and even hurt it in pursuit of more crack.

bagoh20 said...

What happened to the crack mines we were financing last administration?
Is that how Trump manages to work such long hours, and get so much done.

Indefinitely Extended Excursion™️ said...

"There is no suggestion that Donald Trump Jr and Eric Trump knew Cove was on the cusp of securing backing from their father’s US administration when they made their initial investments in Skyline, or that they influenced the decision."

Nope, absolutely not. The Trump boys are just tungsten experts.

Jamie said...

I pine for the days when IEE et al. were using the "Trump is an idiot who has gone bankrupt SIX TIMES [or whatever it is]!" talking point. That was fun, for us and them. Trump as evil mastermind with a platoon of minions just doesn't come with the same hand-rubbing glee.

Indefinitely Extended Excursion™️ said...
This comment has been removed by the author.
Indefinitely Extended Excursion™️ said...

Hunter Biden was an amateur compared to the Trump family. And the Biden's had a quaint need not to appear as greedy dishonest grifters. That the Trump family doesn't suffer from this disability -- that is a shame.

Aggie said...

The other thing is, the Kazakhs really, really hate Russians. My interpreter was from Moscow, and whenever he came in to work a hitch he got hassled mercilessly coming through customs. Also, there were a lot of white Russians that were relocated there under Stalin as a cultural experiment, and since their Caucasian features are so different from the typical Kazakh (ruddy, Sino-Mongolian type features) the racial discrimination is also a bit of a problem. I mean, they really loathed the Soviets. Stalin starved about 40% of them to death in the 30s.

boatbuilder said...

"And the Biden's had a quaint need not to appear as greedy dishonest grifters."

Really? I guess that would explain "Amtrack Joe", but c'mon, man.

bagoh20 said...

The big improvement with Trump family grift is that it gets reported, and critiqued, even when it's not real. I support the new transparency over the media pillow smothering of the past.

bagoh20 said...

"Hunter Biden was an amateur compared to the Trump family."

The important difference is the Biden grift had no goal toward American interests. It was pure self-interest. The Trumps are smart enough to be able to do both, which despite being easy, the Bidens couldn't pull off, because they never even tried.

Wilbur said...

I recall Mike Royko writing that Da Mayor, Richard J.Daley, when questioned about doling out patronage jobs to his supporters, responded angrily "Do you expect me to give these jobs to my enemies?" There's a certain logic there, I guess.

Josephbleau said...

Up to the 80’s AMAX now Freeport McMoRan processed tungsten in the US along with many specialty metals. Enviropressure slowed US mining and many US ores were sent overseas for processing. The path of least resistance was to go overseas and avoid the Karens.

It is anyone saying the US does not know how to use tungsten? That’s dumb. We do. Does anyone think that Kazakhstan does not know how to produce Tungsten? That’s dumb too. Does anyone think that Kazakhstan does not know how to ship Tungsten to the US? So if the US wants to diversify sources, go to the rich deposits that exist in the less developed world and bring it home, and it helps relations to trade with new countries.

john mosby said...

Trump 45 had a civil service populated by his enemies, who proceeded to frustrate his plans and prosecute him. Trump 47 has learned Daley Sr’s lesson. CC, JSM

Peachy+2 said...

NYT - (D) - you can trust it!

Dude1394 said...

Nothing the NYTimes says can be trusted. The NYTimes is asshoe.

Maynard said...

Wilbur,

Mayor Daley was criticized for sending city business to one of his son’s insurance company, a clear ethics violation.

His priceless response was “What father doesn’t want his son to succeed in this world”.

MadTownGuy said...

"Trump Cut a Billion-Dollar Mining Deal. His Sons Stand to Profit. An agreement between the U.S. and Kazakhstan has given a group of American investors with ties to the president and the commerce secretary access to one of the world’s largest untapped reserves of tungsten."

Now do Hunter Biden, and the Big Guy.

William said...

I confess to not knowing much about tungsten or Kazakasomething until just now. I'm sure I speak for many when I thank Limited for his insights into the various grades of tungsten ore and the shifting geopolitical alliances in Central Asia. I thought his main area of expertise was Hormuz shipping lanes, but he apparently has other areas of interest. He's kind of a Renaissance man. Nothing that is hostile to Trump is foreign to him. Perhaps this is all just a lame attempt to detract interest from the Reflecting Pool which, as everyone knows, is the greatest scandal since Teapot Dome.

Aggie said...

Both Chevron and Shell have huge O&G projects in Kazakhstan, mature and producing. Both are limited by their ability to export, through Russia. Their biggest headaches are their joint venture relationships with the Kazakh government, and market delivery. And these are projects that involve huge safety risks presented by H2S, hydrogen sulfide, a teaspoon or so of which will send you into immediate respiratory arrest. There are also effects on metallurgy which require the use of very expensive alloys, or your steel pipework downhole just crumbles. The Chevron project has mountains of sulfur that it must extract to market the oil. And yet their biggest problems are the J.V. and the ability to export through Russia.

We'll see.

hombre said...

The NYT and other leftmediaswine are so infected with TDS and envy that they can never present unvarnished news about Trump’s presidency. I don’t know about such things, but it seems likely that people like the Trumps and Musk already have more money than they can spend. So what if “his sons stand to profit.”

Original Mike said...

You can't make x-ray tubes without tungsten.

hombre said...

IEE at 9:36: Without this kind of inanity there would be no Democrats in 2026. Joe Dementia and Co. would have turned them all.

Indefinitely Extended Excursion™️ said...

The blatant corruption of the Trump Crime Family continues unabated. It's almost as if they were not worried about being caught

Mining is a long game, but mining finance can be rewarding race, if you're on the inside track. Look for the syphon!

Trump sons back $1bn vehicle targeting sectors championed by US president ~ FT

'Eric Trump and Donald Trump Jr invest in entity channelling money into companies in AI and drone industries'
https://giftarticle.ft.com/giftarticle/actions/redeem/f884e320-d832-42ef-99eb-fdbcab6bfe7b

Lazarus said...

Don't trust the Times. Variety has better headlines.

Stans stan Trump.

Harun said...

Apparently, no one here read that China is banning exports of tungsten so we kinda need tungsten stat for our military products and also for chip making. Japan makes tungsten gases but China cut off supply.
Yeah, maybe Canada does have tungsten, but maybe its a hard place to mine due to bureaucracy...or high labor costs.

https://www.realcleardefense.com/articles/2026/06/01/why_tungsten_is_crucial_to_the_us_military_1185822.html

Also, we use tungsten in some ammunition, like HIMARS shells.

Harun said...

Read the article I posted. Kazakhstan has the largest reserves globally. Prices are up massively.

Original Mike said...

Harun said..."Read the article I posted."

What article?

Smilin' Jack said...

So Kazakhstan is the next Ukraine? Wonderful.

Aggie said...

In other related news, Venezuelan oil exports have hit a 7 year high and continue to increase.

..."In yet another step toward more oil from Venezuela, the U.S. last week eased several key general licenses for operations in Venezuela, allowing additional activity, although it did not remove sanctions fully. The new U.S. Treasury guidance eases certain commercial constraints in key sectors, including oil, gas, and minerals extraction...."

Interested to see the commentary regarding how this looks through the lenses of 'humanitarian-based intervention' versus 'cynical insider corruption at the highest levels'. I'm sure the on-duty A.I. can write about either, or both.

hombre said...

IEE: “The blatant corruption of the Trump Crime Family continues unabated.” Remember IEE’s relentless posts about the corruption of the Bidens? The Clintons? The Pelosis? The Newsoms? Fauxcahontas? Ilhan Omar, etc., etc.? Me neither.

IEE = Paid troll.

bagoh20 said...

Over-paid. He hasn't convinced anyone here of anything despite millions of wasted words.

NKP said...

Interesting comment above about US resources/decline in domestic mining/processing. True dat.

In 80s, due to kindness and support offered to a young Chinese woman, my business partner and I were given an opportunity to provide the PRC with massive amount of tin. Catalyst for the deal was PERSONAL as is often the case in how deals are done

My partner flew across the ocean to verify details with bankers, insurers, and shippers in HK. He then went to China to meet with the officials who decide what foreign trade deals are approved. He was treated as an ‘insider’ among the “Deciders” because of “Who sent him”.

In the meantime, I headed for the library and called some people who might know something about trade with China and TIN. My partner and I knew less about international trade and Tin than Hunter Biden knew about whatever in Ukraine.

We had no motive or ‘access’ that would benefit the Chinese. We were being ‘thanked’ for helping someone of far more importance/influence than we had imagined. The bridge for the deal (the Money Man in HK) explained that the mostly young people making decisions on trade were the western-educated children of the Post-Mao power structure in Beijing. Apparently we had befriended one.

Back to the tin. It took me two seconds or less to learn that China had some of the most vast tin deposits in the world. As much as they had and as much as they needed it they did not have the ability to process it. They could not process it because some stage of that required a great amount of energy and they didn’t have nearly enough. So they needed tin that met a spec not requiring massive amounts of power to be refined into useful products.

Chinese are a very practical people. They did not want to go on depending on others for products they needed so they built the most and cheapest power generation they could. As fast as they could - COAL!!! It made perfect sense.

The US approach, OTOH, has been to degrade our power infrastructure and dependent industries based not on what’s good for the country but on the passions of ecological morons and control freaks armed with pictures of polar bears on ice flows and photoshopped images ‘black’ smoke billowing out of the stacks.

Another reason to praise President Trump.

I been looking for a new place to go. K-stan and some of its neighbors might be just the ticket !

Peaceful warrior said...

The Kazakhstan tungsten deal is almost certain to be a good move for the U.S. strategically. China has a pretty big grip on the global supply chain for essential minerals, so reaching out to Kazakhstan looks like a smart idea.

A sound national-security policy shouldn’t force the president’s sons or the commerce secretary’s family firm to be financially involved in the transaction. To be sure, the NYT article doesn’t allege anything illegal. However, the administration should reasonably be expected to demonstrate that the project was chosen through a fair and open process, complete with full disclosure, recusal records, financing details, and a clear explanation of why this path was better than other options, like those in Canada.

Being “Good for America” and profitable for insiders are not mutually exclusive and that is exactly why being transparent about the conflict of interest question matters so much.

gilbar said...

IEE?
i'll find you MUCH MORE persausive, if you'll let us know who's paying you for your posts?
seriously, let us know; and we WILL listen to you MORE than we do now. i know; you're not being paid to persaude..
you are just being paid to post; but SERIOUSLY..
IF you care about your believablity, you'll tell us.

if you pretend that you didn't read this; or pretend that you're NOT being paid.. we will ALL be confirmed that you ARE in fact being paid. So tell us? who? and how much?

narciso said...

He rarely has anything original to say

gadfly said...

The oligarchic structure of the Kazakh economy is influenced by actors within the new president's [Kassym-Jomart Tokayev] network. In this regard, an asset recovery campaign has primarily served to reallocate resources within the elite and to renew the foundations of oligarch patronage under the second president, rather than to transform the economy and pursue social justice.

Kazakhstan had best stay away from "Krasnov" Trump, whose loyalty belongs to Putin alone.

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