Kyrgyzstan Opinions - The Times Of Central Asia

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Critical Minerals

Opinion: Supply Chains of Power: How Critical Minerals Are Shaping China–U.S. Competition in Central Asia

Central Asia is no longer a distant frontier for global geopolitics. It is developing into a central arena of competition for critical minerals, supply chains, and industrial power, where minerals are no longer simple commodities but have instead become key components of contemporary statecraft. In essence, this transformation highlights a recognition in Washington and other capitals that critical mineral supply chains are fundamental to next-generation energy systems, the development of artificial intelligence (AI), and strategic defense capabilities. Even as the global economy is multipolar, critical mineral supply chains remain highly concentrated and dominated by China. Control of rare earths is increasingly geopolitical, with clear economic, political, and security consequences. The significance of that imbalance is now shaping U.S. foreign policy, Central Asia’s development strategies, and the future of global economics. China’s Strategy: Control the Chain, Not Just the Mine Though many years in the making, China’s critical minerals strategy is still often misunderstood as focused primarily on resource access. However, Beijing’s efforts are far broader and more effective. Not only securing raw materials, the Chinese leadership has also worked to control the entire supply chain—from extraction to processing, refining, and manufacturing. China’s long-term focus and investments began in the 1980s with efforts that culminated in the Made in China 2025 plan for national and overseas manufacturing. In 2023 alone, Chinese firms invested more than $120 billion in overseas mining and processing, targeting key elements used in energy supply chains. Beijing also fed its industrial base by providing over $220 billion for the production of electric vehicles, batteries, and renewable infrastructure. As a result, China now controls approximately 60% of lithium processing, more than 70% of cobalt refining, and over 90% of battery material manufacturing. Strategically, China controls roughly 90% of global rare earth refining and associated technologies. Early investments in supplies enabled Beijing to subsequently concentrate funds into refining capacity to feed its industrial sector. This integrated approach has shifted the power dynamic for global supply chains tied to the critical minerals economy. As evidenced by Beijing’s near monopoly on processing, market control is not just associated with geological supplies but with processing capacity. China’s willingness to weaponize access not only to rare earths but also to processing technology demonstrates Beijing’s market muscle. This distinction is critical. Rare earth elements are not inherently scarce, but they are rarely found in concentrated deposits, making them difficult to extract and refine. Over decades, Beijing developed unique refining capabilities and subsidized an industrial base that disincentivized competition and encouraged processing to shift to China. The Vicious Circle Prohibitive investment costs, long development timelines, and market volatility have discouraged Western investment in alternative supply chains. Each stage (mining, processing, refining, manufacturing) is interdependent: miners won’t invest without buyers and offtake agreements, processors and refiners need secure financing and stable mineral supply, and manufacturers need steady inputs. Such interdependence creates an investment standoff and heightens perceptions of risk. By integrating all stages, Beijing exerts influence across global markets, from pricing to production. This has conditioned global markets...

C6+1

Opinion: Trump Has Golden Opportunity to Launch C6+1 on Sidelines of UN

Representatives of the five Central Asian states — Kazakhstan, Uzbekistan, Kyrgyzstan, Tajikistan, and Turkmenistan — along with Azerbaijan, are expected in New York for the United Nations General Assembly in September. Historically, meetings between the Central Asian states and the United States – the C5+1 – have taken place on the sidelines of the United Nations. It is the most natural and logistically efficient venue for President Donald Trump to re-engage with the C5 partners he hosted at the White House last November. As of now, only foreign ministers are expected to attend the UNGA. But this could change if Trump extends an invitation to the leaders, according to a Central Asian diplomatic source. This time, however, he has the opportunity to add Azerbaijan, transforming the format into a C6+1. Baku has already been invited to participate as a full member in Central Asian gatherings, and Washington should build on that momentum. Azerbaijan is uniquely positioned: close to both Israel and Turkey – two of America’s most important regional partners – it sits astride one of the most important connectivity corridors linking Europe and Asia. Its inclusion would turn the C5+1 into a genuinely trans‑Caspian framework that reflects the emerging realities of Eurasian integration. The move would also link two major diplomatic achievements of Trump’s second term: the launch of the Trump Route for International Peace and Prosperity (TRIPP), a 43-km strategic transit corridor connecting mainland Azerbaijan to its Nakhchivan exclave through Armenia, and Trump’s elevation of the C5+1 to a White House-level summit. While TRIPP was discussed at the C5+1 meeting in November, bringing Azerbaijan into the next gathering would allow the administration to present itself as the architect of a new Eurasian trade and energy map. Strategically, a C6+1 format carries significant implications for great-power competition with China. This is because Central Asia is so crucial to Beijing’s grand strategy. In its recently adopted 15th five-year plan, neighborhood diplomacy is listed as the top priority — ahead of relations with major powers or developing countries. Beijing seeks to build a “community with a shared future” with 17 neighboring states, including all five in Central Asia, to “create a favorable external environment” for national rejuvenation, as Foreign Minister Wang Yi has stated. For China, Central Asia is a vital “hinterland” for energy and resource security, and a buffer against maritime disruptions. The United States does not need to dominate the Eurasian Heartland or force Central Asian states to choose between Washington and Beijing. It simply needs to ensure that any Chinese westward access runs through a vast landmass of countries that maintain constructive relations with the United States. A C6+1 format helps shape that environment without confrontation. A stable Middle Corridor – the energy and trade route running through Central Asia, across the Caspian Sea and through Azerbaijan to Turkey and the Mediterranean – also benefits America's energy-hungry allies in Asia, such as Japan and South Korea. Both increasingly look to Kazakhstan as an alternative oil supplier as they...

Islamic State – Khorasan

Opinion: Islamic State Khorasan Province and the Strategic Risks for Central Asia

In modern Eurasia, threats are increasingly becoming part of the strategic environment. At times, they even turn into political instruments. When discussing terrorism, analysis usually focuses on the level of danger it poses. Far less attention is given to whether such threats are assumed to be manageable. The problem lies not only in the existence of radical groups, but also in the illusion that they can be controlled or used to serve someone’s strategic interests. Iranian analyst Nozar Shafiee, writing for the Tehran-based Institute for East Strategic Studies, describes ISKP as a decentralized and transnational network that can continue operating even after losing territorial control. This perspective is rarely discussed in public analysis of the region, which is precisely why it deserves attention. Islamic State Khorasan Province (ISKP), the Afghan branch of the Islamic State group operating in Afghanistan and Pakistan, with demonstrated intent for external operations, has long ceased to depend on localized footholds. Even after losing territorial control, the organization did not disappear. Instead, it transformed. Today, it functions as a flexible network of small cells. It no longer needs to control a city or province to remain dangerous. It relies on the internet for recruitment and propaganda, operates through autonomous groups, and conducts high-profile attacks designed to attract attention and create an atmosphere of instability. However, there is another aspect that receives far less attention. In the context of regional competition, there is sometimes a temptation to view such structures as potential proxy forces, instruments of pressure that could theoretically be restrained or directed in a desired direction. The logic is simple: as long as the threat is not directed at us, it can be treated as part of a broader geopolitical game. History, however, demonstrates that this is a dangerous illusion. Radical networks do not function as controllable instruments. They operate according to their own logic and eventually move beyond the limits within which they were meant to be contained. There are numerous historical examples in which support for radical groups as a temporary strategic tool has “backfired.” Organizations created or supported for tactical purposes eventually began acting autonomously and turned their weapons against their former patrons. As Western analysts often note, supporting proxies who do not share your ideological legitimacy inevitably carries the risk that they will eventually turn against you. This represents a key risk for neighboring regions. Unlike traditional conflicts, networked extremist structures are not confined to a single territory. Their influence spreads through digital platforms, ideological narratives, and transnational connections. Even if attempts to instrumentalize such groups occur far from the region’s borders, the consequences can still affect it directly. This discussion is particularly relevant for Central Asia. First, modern terrorism no longer depends on physically crossing borders. In the mid-2010s, several thousand individuals from Central Asian countries became involved in conflicts in Syria and Iraq. Recruitment did not take place primarily through physical training camps but through online networks. Geographic distance offered little protection. Second, ISKP propaganda materials are distributed in Central...

Central Asia Japan Summit

Opinion: Central Asia–Japan Summit Signals Shift in Eurasian Geoeconomics — and Russia’s Waning Role

In December 2025, Tokyo hosted the first leaders-level Central Asia + Japan summit — a watershed moment for Eurasian diplomacy that quietly reshapes the region’s strategic architecture. The declaration adopted at the summit lays out a clear economic-geostrategic vision: Japan is no longer a peripheral partner, but a central engine of multi-vector engagement with Central Asia. In the process, it exposes a growing gap in Russia’s regional influence — not because of rhetoric, but because of substance. Japan’s Agenda: Economy, Connectivity, Human Capital The Tokyo Declaration pivots on three pragmatic pillars that align tightly with Central Asian development priorities: Green growth and sustainability - decarbonization, energy security, and climate resilience; Connectivity - transport, logistics, customs facilitation, and digital corridors; Human resource development - education, training, exchanges, and technology transfer. This is not diplomatic abstraction. It reflects Japan’s long-term model of engagement: concessional finance, technology cooperation, and capacity building rather than quick geopolitical wins. In practical terms, there is now a numerical investment target - a combined public-private cooperation envelope of three trillion yen (approximately $20 billion) over five years -marking a shift from consultative dialogue to project delivery at scale. Importantly, the summit also reinforced cooperation in emerging domains such as artificial intelligence, digital transformation, and resilient supply chains - areas where Central Asia aims to leap ahead rather than merely catch up. This underscores how cooperation is being framed: not as charity, but as co-production of future-oriented infrastructure and capabilities. The significance of the summit lies not only in the declaration itself, but in the trajectory it has set for Japan–Central Asia engagement in the months ahead. What This Means for Russia: Substance Trumps Symbolism At first glance, Russia’s absence from explicit mention in the declaration may seem benign; after all, engagement with external partners often requires diplomatic balance. Yet silence in this case is meaningful. For decades, Russia’s influence in Central Asia was rooted in security ties, historical institutions, and energy networks. These were powerful structural levers in the twentieth century, but they are increasingly less relevant in an era defined by diversified markets and technological competition. The Tokyo summit highlights several structural realities: Russia does not offer a comparable economic agenda, particularly in green technologies, digital infrastructure, or human capital development. Russia’s model remains reactive, centered on existing corridors and legacy links rather than on new corridors of integration connecting Central Asia with Asian and European value chains. Russia is overweighted in traditional domains such as security and media presence, yet underweighted in economic agency suited to the twenty-first century. By contrast, Japan’s approach addresses precisely the gaps Central Asian states prioritize: employment, logistics, energy transition, and technological self-sufficiency. Even more strikingly, this shift is occurring without anti-Russian rhetoric. The summit was framed as an exercise in cooperation and development, not rivalry. Nevertheless, the outcomes effectively relegate Russia to the background — a clear indicator of the structural erosion of Moscow’s regional primacy. Multi-Vector Policy in Practice: Central Asia’s Agency For Central Asian states, the Tokyo summit...

Regional Integration

Opinion: Central Asia Is Consolidating Its Role as a Full-Fledged Actor in Global Processes

The seventh Consultative Meeting of the Heads of State of Central Asia, held in Tashkent, was far more than a routine regional gathering. It marked a pivotal moment with the potential to shape the political and economic architecture of the region for the next decade or two. President Shavkat Mirziyoyev’s keynote address stood out for articulating a forward-looking and comprehensive strategic vision. Notably, he proposed redefining the format itself from a loose “consultative mechanism” into a more cohesive and institutionalized “Central Asian Community.” At the summit, leaders endorsed several landmark documents: the Concept for Regional Security and Stability in Central Asia, the Catalogue of Threats to Central Asia’s Security and measures for their prevention for 2026-2028 and its implementation plan, a joint appeal supporting the Kyrgyz Republic’s candidacy for the UN Security Council, and the decision to admit Azerbaijan as a full-fledged participant. Taken together, these steps signal that Central Asia increasingly sees itself not as a passive bystander amid global geopolitical turbulence, but as an emerging regional actor capable of shaping its own trajectory. Two broader trends deserve special emphasis. First, the region is moving beyond reactive engagement with external initiatives and power blocs. Rather than relying solely on structures created by outside actors, Central Asia is beginning to develop its own institutions. This shift mirrors a global pattern: as the international order becomes more fragmented and unpredictable, regional communities are strengthening their internal mechanisms as a means of resilience. Second, the format envisioned in Tashkent diverges from “Brussels-style integration.” It does not require the transfer or dilution of sovereignty. Instead, it relies on soft integration, consultation, consensus-building, and phased convergence. As President Mirziyoyev noted, having a shared and realistic sense of “what we want our region to look like in 10-20 years” is essential. Without such a vision, Central Asia risks remaining the object of great-power competition rather than an autonomous participant in it. One of the summit’s most consequential developments was the decision to welcome Azerbaijan as a full-fledged member of the format. The emerging political and economic bridge between Central Asia and the South Caucasus is quickly becoming not only a transit nexus but also a cornerstone of a broader geopolitical space. The strengthening of Trans-Caspian corridors, the advancement of the “China – Kyrgyzstan – Uzbekistan” railway, the Trans-Afghan corridor, and the alignment of Caspian Sea transport routes will significantly expand the region’s strategic and economic potential. A further nuance is worth highlighting: Azerbaijan’s long-standing ties with the Western political and security architecture, through NATO partnership mechanisms and energy corridors, as well as its membership in the Organization of Turkic States, introduce new layers of connectivity. Its inclusion repositions the “Central Asian Community” from a post-Soviet platform into a wider geopolitical constellation spanning Eurasia, the South Caucasus, and the Middle East. For Central Asian states, this new configuration opens additional room for multi-vector diplomacy and reduces the risks of unilateral dependence. The views expressed in this article are those of the author and do not...

U.S.-Central Asia Summit

Opinion: A Trump Visit to Central Asia Would Deliver Results and Anchor a Corridor Strategy

On November 6, Washington will host the C5+1 leaders’ summit, marking the format’s 10th anniversary and signaling a rare alignment of political attention and regional appetite for concrete outcomes. The date is confirmed by regional and U.S.-focused reporting, with Kazakhstan’s presidency and multiple outlets noting heads-of-state attendance in the U.S. capital. This timing is decisive. Russia’s bandwidth is constrained by the war in Ukraine, China’s trade weight in Central Asia has grown, and European demand for secure inputs and routes has intensified. All these developments together create a window where a visible United States presence can meaningfully alter the deal flow. A visit sequenced off the November C5+1 will attach U.S. political attention to minerals, corridors, and standards that regional governments already prioritize, confirming the conversion of the summit's symbolism into leverage. Washington already has the instruments but has lacked a synchronized presence. Development finance, export credit, and C5+1 working groups exist, yet announcements have too often outpaced commissioning. A targeted tour could unveil named offtakes, corridor slot guarantees, and training compacts. This would move from the dialogue to bankable packages if paired with financing envelopes, posted schedules, and third-party verification. Deals, dates, and delivery would make operational signals clear to partners and competitors alike. Strategic Rationale and Operating Concept The United States has three clear goals. These are to diversify critical minerals away from single-point dependency on China, de-risk trans-Eurasian routes that connect Asian manufacturing to European demand, and reinforce the sovereignty of the states in the region without pressuring them to choose sides in great-power competition over other issues. These imperatives already guide the national-security strategies of Central Asian governments, which implement them according to multi-vector doctrines. A presidential visit that treats minerals, corridors, and standards as a single package would show that Washington is prepared to move forward on the same problem set that the region has defined for itself. The ways to do that are through finance-first diplomacy and an end-to-end corridor approach, including the Caspian crossing. Finance-first diplomacy pairs every political announcement with insurance, offtake letters, and term sheets (short non-binding summaries of key commercial and legal terms for a proposed deal). These signal the intention to convert declarations into commissioning. An end-to-end corridor approach accepts the physical reality that Central Asian outputs move west through Central Asia, across the Caspian Sea, and across the South Caucasus, with Azerbaijan functioning as the hinge that makes Europe reachable at scale. Each element of the “minerals–corridors–standards” triad reinforces the others when the whole is pursued as a single program. Reliable customs and traceability raise corridor credibility, which raises project bankability, which in turn attracts the private capital required for mineral processing. The instrumentalities for this already exist. The C5+1 framework can be tasked to track deliverables; the Development Finance Corporation (DFC) and the Export-Import Bank (EXIM) can cover risk and long-term debt; aid and technical programs of the Department of State and Commerce can align standards, procurement integrity, and traceable supply chains; U.S. universities and labs can...