How the U.S. Is Building a Critical Minerals Chain Across Central Asia
The United States is trying to turn its political dialogue with Central Asia into concrete projects for mining and processing critical minerals. American capital is already moving into Kazakhstan’s tungsten sector and has long been present in Tajikistan’s antimony industry, while Washington is looking more closely at the mineral potential of Uzbekistan and Kyrgyzstan. But access to deposits is only part of the challenge. China is already deeply embedded in the region’s mining, processing, and supply routes. A new round of talks took place during a visit by U.S. Special Envoy for South and Central Asia Sergio Gor and Senator Steve Daines. In Bishkek, the U.S. delegation met with regional leaders and discussed investment and resource projects. Daines represents Montana, one of the United States’ major mining states, and serves on the Senate Committee on Energy and Natural Resources. He has also advocated repealing the Jackson-Vanik amendment, a Cold War-era provision that still applies to Kazakhstan, Tajikistan, Turkmenistan, and Uzbekistan. The 1974 law was designed to pressure Soviet-bloc governments that restricted emigration and still prevents the four countries from receiving permanent normal trade relations with the United States. In Washington, its repeal is increasingly being linked to expanding trade and U.S. investment in the region. U.S. mineral diplomacy has already acquired a dedicated regional format. In June, Astana hosted the C5+1 Critical Minerals Dialogue with representatives of all five Central Asian states. Discussions ranged from geological exploration and access to data to processing and getting raw materials to international markets. U.S. Assistant Secretary of Commerce David Fogel called for faster progress in turning those discussions into investment projects. More than 20 U.S. mining and related companies joined the delegation, while a Kazakhstan-U.S. roundtable focused on processing capacity and new supply chains. The question now is whether Washington can turn that diplomatic push into projects that not only extract Central Asia’s minerals, but process them in the region and move them to Western markets without relying on China. Kazakhstan: America’s Bet on Tungsten The most prominent U.S.-backed project is already taking shape in Kazakhstan. Cove Capital, through Cove Kaz Capital Group, is working with state-owned Tau-Ken Samruk to develop the Severny Katpar and Verkhneye Kairakty deposits in the Karaganda Region. The U.S. investor holds a 70% interest in the project, while its Kazakh partner has a 30% stake. Investment is estimated at around $1.1 billion. The project goes beyond mining: processing is also planned in Kazakhstan. At Severny Katpar, average annual production is projected at about 5,000 tons of tungsten trioxide. Mining is scheduled to begin in 2030. Tungsten is particularly important to the United States. It is used in aerospace, electronics, machinery, and defense, while the global market remains heavily dependent on China. Professor Younkyoo Kim of Hanyang University and his co-authors highlighted the middle of the production chain – smelting, refining, and separation – in a 2026 study. These processing capabilities are even more concentrated geographically than mining itself. Kazakhstan is trying to use competition among investors to keep more stages of...
