Kazakhstan Could Save America’s Energy Future
The energy crisis gripping Europe has made clear for all to see the limits of solar and wind power. Years of investment and unbridled ambition have not created renewable sources that can deliver the consistent, large-scale energy that modern economies need. Nuclear power has emerged as the only viable solution for achieving zero-emissions energy while maintaining reliability. Europe’s urgent need to reduce its dependency on Russian gas has made all that even clearer. Meanwhile, the United States faces its own energy challenges. Its nuclear industry urgently requires a secure and stable uranium supply; yet U.S. foreign policy has largely overlooked Kazakhstan, the world’s largest uranium producer. It gets worse. No sitting U.S. president has ever visited Kazakhstan, which produces over 40% of the world’s natural uranium. Russia and China have filled this diplomatic vacuum, embedding themselves deeply in Kazakhstan’s energy sector. The United States and Europe must act decisively to build stronger ties with Kazakhstan and Central Asia, if they are to achieve energy independence by securing their nuclear futures. Europe’s dependence on Russian natural gas has been its geopolitical Achilles’ heel for decades. Russia's illegal war of aggression against Ukraine, driving home the need to diversify energy sources, has further increased that vulnerability. Nuclear power offers Europe a path to energy independence. This hinges, however, on access to uranium, of which Europe imports 97% of its supply. Moreover, much of that uranium is enriched in Russia, creating a dependency analogous to that on Russian gas. That problem can be solved by deepening cooperation with Kazakhstan, the world’s largest uranium producer. Unfortunately, Europe’s engagement with Kazakhstan has been half-hearted at best; yet the country's reserves are essential for powering Europe’s nuclear plants. Strategic investments and partnerships are needed to unlock Kazakhstan’s role as a reliable uranium supplier to Europe, but logistical hurdles and a lack of political focus have so far stymied efforts to make that happen. Kazakhstan, the world's leading uranium producer, offers the United States a critical opportunity to secure its energy and national-security needs, yet Washington has ignored this and made little effort to deepen its ties with Kazakhstan. By contrast, China sources 60% of its uranium imports from Kazakhstan, supported by investments in mining and nuclear fuel facilities. Likewise, Russia has, through Rosatom, forged strong partnerships with Kazatomprom. These efforts give Beijing and Moscow significant leverage over global uranium markets. The U.S., however, has failed to foster the political and economic relationships necessary for long-term nuclear-energy security. Kazakhstan is a particularly glaring case in point. Over the past two decades, Kazakhstan has come to account for nearly half of global uranium production, giving it a key position in the global uranium supply chain. Neighboring Uzbekistan, the fifth-largest producer, adds another 6%, and Mongolia also has significant undeveloped reserves of future potential. Yet Kazakhstan remains heavily dependent on Russian infrastructure for uranium transport and enrichment. Until the late 2024 signature of an agreement to supply nearly half of its annual uranium ore production to China through the...
