Why Kazakhstan Is Becoming the Rare Earths Wild Card

The Emerging Markets Podcast with Fexingo: Developing Economies, Growth, and Investment · Jul 5, 2026 · 10m · transcript

Episode 94 of The Emerging Markets Podcast dives into Kazakhstan's rising role in the global rare earths supply chain. As China tightens export controls on critical minerals and Western governments scramble to diversify, the Central Asian country is emerging as a surprising alternative. Lucas and Luna explore the numbers: Kazakhstan already produces 40 percent of the world's uranium and holds the second-largest rare earth deposits outside China. They look at the U.S.-backed feasibility study for the Keregetas deposit, the infrastructure hurdles, and whether Kazakhstan can replicate…