Kazakhstan’s Geoeconomic Rise and Why the U.S. Must Act Now – Opinion

The recent call between U.S. Secretary of State Marco Rubio and Kazakhstan’s Deputy Prime Minister and Foreign Minister Murat Nurtleu highlights an evolving but structurally inevitable dynamic: the growing convergence of interests between Washington and Astana. Kazakhstan has been explicit about its priorities — independence, sovereignty, territorial integrity, and balanced external relations. The U.S. has strategic imperatives that align directly with what Kazakhstan can offer, particularly in the domains of supply chain diversification, energy security, and critical minerals. The two countries now have the opportunity, reinforced by shifts in global economic and security networks, to establish a substantive and resilient bilateral relationship. Since the dissolution of the Soviet Union, Kazakhstan has pursued an adaptive strategy of multi-vector diplomacy. This balancing mechanism is not merely a preference but rather an intrinsic requirement for preserving its sovereignty in a structurally asymmetric regional environment that is dictated by its geostrategic positioning. U.S. policymakers should recognize that Kazakhstan’s entanglements with Russia through security frameworks and its economic cooperation with China are not exclusionary choices. They are stabilizing counterweights that act to sustain Kazakhstan’s agency. The U.S. must embed itself within this framework. This means serving as a complementary pillar of economic and strategic equilibrium and not supplanting those existing ties. That means Washington’s approach has to pivot. For too long, U.S. engagement with Kazakhstan has been episodic and reactive, lacking internal logic and conditioned by external crises. Diplomatic rhetoric on democratic values and governance, while relevant, cannot substitute for material economic and strategic interdependence. For the U.S. to secure a meaningful place in Kazakhstan’s geopolitical architecture, it must offer tangible incentives through structured economic integration that reinforces Astana’s sovereignty. The two countries’ geoeconomic interests coincide most strongly in the issue areas of energy security, critical minerals, and telecommunications infrastructure. Vulnerabilities exposed by recent global shocks have forced the U.S. to recalibrate toward supply chain resilience. In this context, redundancy and diversification are no longer inefficiencies but have become security imperatives. Kazakhstan’s relevance to these concerns is a direct consequence of its resource endowments and logistical positioning. Energy security is the first pillar of stabilization. Kazakhstan, one of the world’s foremost uranium producers and a major oil and gas supplier, has continually expanded non-Russian export corridors westward to reduce its dependence on Russian transit routes. The U.S., having maintained a legacy of investment in Kazakhstan’s energy sector, should now move toward embedding its involvement within these diversified export pathways. This win-win solution would ensure that Kazakhstan’s resource flows are not beholden to Russian infrastructure bottlenecks. Critical minerals represent the second pillar. The U.S. legislative push under the Inflation Reduction Act (IRA) and the CHIPS Act mandates a diversification of supply chains for rare earth elements (REEs) and other critical materials. Kazakhstan’s reserves of REEs, copper, and other industrial inputs logically make it an important node in a decentralized, resilient industrial network. However, investment must not remain exclusively extractive in nature. The objective must be to integrate Kazakhstan into midstream processing and value-added production, again producing...

Opinion: How Central Asia Has Strengthened Ties with the West Since 2022

The Russian invasion of Ukraine has changed the relationship between Russia and Central Asia. Russia’s decision to invade a neighboring country, and the devastation and destruction that followed, has forced Central Asia to reconsider its relationship with the Russian Federation.  Russia is no longer seen as an “invincible superpower,” meaning it cannot be relied on to protect other members of the CSTO (Collective Security Treaty Organization). In addition, the U.S. and European countries have levied heavy sanctions on Russia for its invasion of Ukraine. Russia has attempted to evade these sanctions by conducting business with third parties, but the international community has warned several organizations and countries not to partake in these relations. Otherwise, should these businesses and countries opt to help Russia, then the international community has said that it will impose stiff penalties on these Russian intermediaries as well. Given these events, the Central Asian states have now been actively pursuing new relationships beyond Russia to bolster national, economic, and energy security within the region. During this process, China has attempted to assert itself as Central Asia’s new ally. Like Russia, China already has a significant trade relationship with Central Asia. In addition, China is Central Asia’s largest gas consumer, meaning the Chinese have attempted to force Central Asia into an economic and energy partnership. Despite this relationship, the countries of Central Asia have opted not to increase their reliance on China. Instead, recent developments have led them to improve their relations with the United States, the United Kingdom, and the European Union. But how has the West strengthened its relationship with Central Asia since 2022? Take, for example, the United States. When Russia’s invasion began in February 2022, the then U.S. Secretary of State Antony Blinken met with foreign ministers from Kazakhstan, Kyrgyzstan, Tajikistan, and Uzbekistan to discuss the war. During their meeting, Secretary Blinken stated that the United States supports Central Asia’s “sovereignty, independence, and territorial integrity.” He also said that the United States will continue to strengthen its relationship with the region. Since this meeting, Blinken has met with foreign ministers from Central Asia on several occasions in 2023 and 2024, where they further discussed how Central Asia can “develop the strongest possible capacities for their own security, their growing economic prosperity, and the strength and resilience of their societies.” Furthermore, U.S. President Joe Biden met with senior officials from Central Asia. During his meeting with his Central Asian counterparts in September 2023, Biden said that the United States would help “invest in and develop Central Asia’s energy infrastructure.” The United States also established a new business initiative with Central Asia, where the United States has provided hundreds of millions of dollars in assistance to the region. Then, during the United States-Central Asia Trade Investment Framework Council in June 2024, the United States and the Central Asian states discussed new investment opportunities and how they could diversify trade. These discussions were well received, and the United States called for future engagements between it and Central...