This week on the CAPS Unlock podcast, we examine two sharply different but ultimately connected economic stories from Central Asia, before turning to a revealing interview on Kazakhstan’s changing business landscape.

We begin in Kazakhstan, where official data show a roughly 20 percent year-on-year drop in oil production in the first quarter. The decline reflects a convergence of disruptions: a fire at the Tengiz field that temporarily halted output, and repeated Ukrainian drone strikes on infrastructure linked to the Caspian Pipeline Consortium. Together, these episodes expose a structural vulnerability that is easy to overlook. Despite the fall in volumes, export revenues have held up, largely due to higher global oil prices. That apparent resilience masks a deeper problem: Kazakhstan remains heavily dependent on a single commodity, exported through infrastructure shaped by geopolitical risk.

We then turn to Kyrgyzstan, where the government is attempting to position the country as a regional cryptocurrency hub. The scale of activity is striking, with transaction volumes far exceeding national GDP. But the reality is more limited than the headline numbers suggest. Most flows consist of simple currency conversions, often linked to cross-border transactions that bypass traditional banking channels. The government’s challenge is clear: can it transform this transit function into a genuine financial sector, or will it remain a conduit for external capital?

Finally, we speak with journalist Chris Rickleton about his investigation into Shakhmurat Mutalip, a little-known businessman whose rapid rise places him at the centre of Kazakhstan’s strategic industries. Rickleton outlines what is known about Mutalip’s background, the role of the infrastructure giant Integra, and the significance of potential deals involving major mining firms. The discussion points to something larger than one individual: a possible reconfiguration of economic power in Kazakhstan, with implications for both domestic elites and foreign investors.

LINKS

• The Diplomat, Chris Rickleton & Ardak Bukeyeva, investigation on Shakhmurat Mutalip - https://thediplomat.com/2026/04/investigation-is-shakhmurat-mutalip-kazakhstans-new-chosen-one/

• Radio Free Europe/Radio Ozodi – Tajikistan forced cotton cultivation report - https://www.ozodi.org/a/dehqonhoro-dubora-ba-kishti-pakhta-majbur-kardaand/33731032.html

In this week’s edition of the CAPS Unlock podcast, we turned our attention to one country that rarely gets the scrutiny it deserves: Turkmenistan. Despite its strategic location, vast gas reserves, and sensitive position between Iran, Afghanistan, and the rest of Central Asia, it remains one of the hardest states in the region to read clearly. Access is limited, reporting is constrained, and much of what emerges does so in fragments.

To help make sense of that opacity, this episode brought together two guests with sharply different but complementary perspectives. Galiya Ibragimova, an expert on Central Asia and Eastern Europe and a contributor to Carnegie Politika, discussed the strange and still unresolved power arrangement at the top of the Turkmen state. Since Serdar Berdymukhamedov formally became president in March 2022, his father Gurbanguly Berdymukhamedov, widely known as Arkadag, has remained a central political force, raising obvious questions about who really governs and how stable that balance is.

The conversation also examined the external pressures shaping Turkmenistan’s options. Heavy dependence on gas exports to China, the uncertain prospects of alternative routes, and the fallout from instability in Iran and Afghanistan all leave Ashgabat exposed. Galiya walked through the recent and rather extraordinary episode of Arkadag’s trip to Florida, using it as a window into elite dynamics and the father-son relationship at the top of the regime.

But the episode did not stay at the level of palace intrigue. Aynabat Yaylymova, founder of Saglyk and Progres Foundation, brought the discussion back to the realities of daily life inside Turkmenistan: corruption, weak institutions, poor access to healthcare, rising food prices, information controls, and the growing pressure on household budgets. Beyond the rumours surrounding intra-elite tensions, she argued, the more important fact is that ordinary Turkmens continue to pay the price for misrule.

The result is a conversation that tries to connect the opaque politics of the Turkmen elite with the far more tangible pressures experienced by people on the ground.

LINKS

• Progres Foundation - https://progres.online/

• Saglyk - https://saglyk.org/

• Galiya Ibragimova’s author page at Carnegie Politika - https://carnegieendowment.org/russia-eurasia/people/galiya-ibragimova

• Galiya Ibragimova’s article on the Serdar-Gurbanguly power struggle and the Florida episode - https://www.hronikatm.com/2026/04/serdar-vs-arkadag-who-controls-turkmenistan/

• Galiya Ibragimova’s article on Turkmen gas exports and the fallout from the war in Iran - https://www.hronikatm.com/2026/03/pressurized-gas-how-the-wars-surrounding-turkmenistan-are-affecting-gas-exports/

This week’s episode looks at two structural pressures shaping Central Asia’s future: food insecurity in Tajikistan and energy strategy in Kyrgyzstan, before turning to the wider regional impact of the war in Iran.

We begin in Tajikistan, where President Emomali Rahmon has warned of unprecedented food price rises. His explanations point outward, to climate change and global instability, but the domestic picture complicates that narrative. At the same time as calling for food security, authorities continue to push farmers toward cotton production.

Reporting suggests this is not voluntary: quotas and administrative pressure leave farmers little room to prioritize food crops. The result is a system that prioritizes exportable raw materials over local consumption.

That trade-off looks increasingly untenable in a country where malnutrition remains widespread and infrastructure constraints, especially lack of storage, undermine food stability. The contradiction is stark: rising demand for food alongside policies that disincentivize its production.

The second story turns to Kyrgyzstan, where officials have floated a referendum on building a nuclear power plant. There are no concrete plans yet, but the signal matters. Electricity demand has risen sharply, while generation has barely kept pace, leaving a widening deficit covered by imports. Hydropower still dominates the system, but its seasonal volatility and exposure to climate risks make it unreliable as a sole backbone. Nuclear is being framed less as a replacement than as a stabilizer, baseload capacity to smooth out fluctuations.

In our interview slot, we speak with Shakhlo Kamaladinova, Central Asia Coordinator for the Bourse & Bazaar Foundation. She explains how the war in Iran is affecting Central Asia not geographically, but structurally. Trade routes through Iranian ports remain critical, and disruptions are already feeding into higher insurance costs, logistical uncertainty, and long-term strategic recalculations. While alternative corridors exist, they lack the flexibility to fully compensate. The result is a region increasingly aware of its exposure, but not yet equipped to escape it.

Links

· Shakhlo Kamaladinova’s article at the Bourse & Bazaar Foundation:

Bourse & Bazaar Foundation

The Iran War Threatens Central Asia’s Economic Growth

By Shakhlo Kamaladinova…

Read more

a month ago · 4 likes · Bourse & Bazaar Foundation

· President Rahmon’s speech in Sughd: https://president.tj/event/news/55134

· RFE/RL Tajik service report on Rahmon’s speech: https://www.azattyqasia.org/a/prezident-tadzhikistana-predupredil-o-bespretsedentnom-roste-tsen-na-prodovolstvie-v-etom-godu/33722989.html

· Asia-Plus, April 2025, on farmers forced to destroy wheat for cotton: https://asiaplus.news/2025/04/18/v-rajonah-tadzhikistana-mestnye-vlasti-unichtozhayut-posevy-psheniczy-zastavlyaya-dehkan-sazhat-hlopok/

· Asia-Plus, February 2025, on cotton coercion: https://asiaplus.news/2025/02/25/fermerov-tadzhikistana-zastavlyayut-sazhat-hlopok/

· Avesta.tj, on cotton sowing campaign launch: https://avesta.tj/2026/03/27/v-kanibadame-nachalas-kampaniya-po-posevu-hlopka/

· World Food Program, Tajikistan food security data: https://docs.wfp.org/api/documents/WFP-0000172887/download/

· Eurasian Development Bank, warehouse infrastructure study: https://eabr.org/analytics/special-reports/warehouse-infrastructure-in-eurasia-the-opportunity-of-the-decade/

· Interfax on Kyrgyzstan nuclear referendum proposal: https://www.interfax.ru/world/1081927

· Rosatom, RITM-200N memorandum with Kyrgyzstan: https://rosatom-energy.ru/media/rosatom-news/rosatom-i-kirgiziya-dogovorilis-o-sotrudnichestve-v-sooruzhenii-atomnoy-stantsii-maloy-moshchnosti/

This week, we return to the political soap opera unfolding in Kyrgyzstan in the wake of the February removal of security chief Kamchybek Tashiyev.

The pressure on Tashiyev’s family continues to mount. His brother, Shairbek, who surrendered his parliamentary mandate after a first police interrogation earlier in March, has now been called back in for a second round of questioning.

His son, Tai-Muras, is facing a subtler social media campaign highlighting the $6 million profit made by his company between 2020 and 2025, a figure that raises pointed questions, given that President Sadyr Japarov was publicly praising Tai-Muras’ business acumen as recently as 2024.

Meanwhile, the former National Bank chairman Melis Turgunbayev has been drawn into the investigation into state oil and gas company Kyrgyzneftegaz, briefly detained and now released, but still facing possible prosecution.

But the story has another side: the acquittal of the so-called Kempir-Abad defendants, activists and politicians arrested in 2022 for opposing a controversial border deal with Uzbekistan, has now been upheld on appeal. And the journalist Makhabat Tazhibek kyzy of investigative outlet Temirov Live has been released from pre-trial detention.

Thaw or managed transition? We discuss.

We then turn to Kazakhstan, where popular YouTube channel Airan, with its nearly 1.2 million subscribers, has abruptly shut down. The explanation given was carefully, conspicuously vague. We examine what its closure says about the structural impossibility of independent media in Kazakhstan, against a backdrop of several recent journalist arrests.

For our interview this week, we spoke with Demir Kabylbayev, senior analyst and energy sector lead at the Eurasian Development Bank, and lead author of a new report on Central Asia’s power sector. We discussed the region’s acute energy challenge: surging demand, ageing Soviet-era infrastructure, and the difficult path toward renewables, and why a pragmatic middle path may be the only realistic option.

Link

Power Sector of Central Asia: Modernization and Energy Transition - https://eabr.org/en/analytics/special-reports/power-sector-of-central-asia-modernization-and-energy-transition/

This week’s episode of the CAPS Unlock podcast departs from the usual format for a single in-depth conversation with journalist Joanna Lillis, whose new book Silk Mirage: Through the Looking Glass in Uzbekistan draws on more than two decades of reporting to examine the country’s evolution since independence.

Lillis traces Uzbekistan’s trajectory from the repressive system built under Islam Karimov to the more open but still contradictory era of Shavkat Mirziyoyev. Rather than a conventional political history, the book is constructed through individual stories, with former political prisoners, exiles, activists, and artists, and allows the lived experience of the system to take precedence over official narratives.

A central theme of the discussion is the question of historical reckoning. Lillis argues that Uzbekistan’s failure to confront episodes such as the Andijan massacre continues to shape both public life and private memory. Without a clear account of past abuses, she suggests, reforms risk resting on unstable foundations, with old practices, whether in the justice system or restrictions on speech, reappearing in new forms.

The conversation also examines the limits of reform. While the eradication of state-sponsored forced labour in the cotton sector stands out as a genuine success, deeper structural issues in agriculture and governance remain unresolved. More broadly, Lillis points to a pattern of selective liberalisation: greater openness in some areas paired with persistent red lines in politics, media, and civic life.

Attention turns to culture and society, where change is more dynamic. Uzbekistan today displays a complex mix of liberalising and conservative currents, from the rise of religious influencers to a still-cautious creative sector shaped by residual fear and self-censorship. At the same time, the state’s effort to promote a polished international image through culture and heritage sits uneasily alongside continued repression at home.

Across the discussion runs a consistent argument: that Uzbekistan’s future development, economic as much as political, depends not only on reform, but on a more honest engagement with its past.

Links

Silk Mirage: Through the Looking Glass in Uzbekistan - https://www.bloomsbury.com/uk/silk-mirage-9781350292468/

In this week’s very packed episode of the CAPS Unlock podcast we cover a busy news week across two countries, and speak with a researcher whose work offers a fascinating lens on how Central Asian states construct national identity through their museums.

We begin with Kazakhstan, where citizens went to the polls to approve a new constitution, the country’s third since independence. With official figures showing turnout of around 73 percent and 87 percent support for the new document, we walk through the key changes: the merger of Kazakhstan’s two chambers of parliament into a single body called the Kurultai, the creation of a new vice-presidential role, and the establishment of a new advisory institution called the People’s Council. We also reflect on what the process itself revealed; the speed at which the new document was adopted, questions around independent observation, and the broader project of national myth-making that a new constitutional holiday on March 15 represents.

Then we turn to Kyrgyzstan, where what initially looked like a clean break between President Sadyr Japarov and his longtime ally and former security chief Kamchybek Tashiyev is becoming considerably more complicated. The state tax service has published an investigation on YouTube alleging that a network of companies connected to Tashiyev’s relatives systematically siphoned profits from the state oil company Kyrgyzneftegaz over five years, with losses estimated at over $45 million. Meanwhile, Tashiyev’s brother, Shairbek, has resigned from parliament (at least seven MPs linked to Tashiyev’s orbit have resigned their seats in recent weeks). We discuss what this escalation means for Kyrgyzstan’s political landscape and what it may portend for the future.

Finally, in our interview segment, we speak with Katarzyna Jarosz, a researcher and author of Museums in Central Asia and the Construction of National Narratives (Palgrave Macmillan, 2025). Katarzyna takes us through what museums in Kazakhstan, Uzbekistan, Kyrgyzstan, Turkmenistan and Tajikistan reveal about how these states understand, and curate, their own pasts, and offers practical tips for visitors on how to read a Central Asian museum.

Links:

Katarzyna Jarosz, Museums in Central Asia and the Construction of National Narratives (Palgrave Macmillan, 2025) — https://www.springerprofessional.de/en/museums-in-central-asia-and-the-construction-of-national-narrati/51409240

The State Tax Service of Kyrgyzstan YouTube investigation into Kyrgyzneftegaz -

In this episode of the CAPS Unlock podcast, we speak with Eldaniz Gusseinov, head of research at Nightingale Int., about what the war between the United States, Israel and Iran could mean for Central Asia.

Rather than dwelling on battlefield events, the conversation looks at the wider regional consequences of the conflict, particularly for trade routes, strategic connectivity and Central Asia’s ability to balance between larger powers. Gusseinov argues that the immediate effect on the region is less direct than many assume. The more important question lies in the ripple effects: how the war reshapes relations among Iran, Russia, China, Afghanistan and Pakistan, and how those shifts then feed back into Central Asia.

He outlines three broad trends to watch. First, if the Iranian regime survives, Tehran may move closer to Moscow, giving Russia a stronger role in the corridors that run south through Iran and Afghanistan. Second, China may place greater weight on Central Asia as a stable neighbour and as a hedge against vulnerable maritime choke points and instability across the wider Asian space. Third, Afghanistan, squeezed by conflict with Pakistan and by disruptions to its access through Iran, may seek deeper integration with Central Asia and Russia via northern routes.

The discussion also examines whether prolonged instability in Iran would damage Central Asia’s hopes of reaching the Indian Ocean, and whether alternatives such as Afghanistan, Pakistan or even a narrower focus on Afghanistan as a market might become more realistic. Gusseinov is sceptical of easy answers, arguing that geography still bites, infrastructure remains weak, and sanctions continue to impose a structural constraint.

At the broadest level, the episode asks whether this war could narrow the space for Central Asia’s multi-vector diplomacy. Gusseinov’s answer is cautious. In the short term, yes, but over time, the region may still find new routes, new bargains and new ways to adapt.

Operation Epic Fury has forced every government in Central Asia to signal where it stands. And just as importantly, how carefully it intends to stand there.

We began this week’s CAPS Unlock podcast with the U.S.–Israeli military campaign against Iran and the varied responses across the five Central Asian republics. Tajikistan, the region’s only Persian-speaking state, issued unusually warm condolences toward Tehran, though notably via its embassy rather than the presidential press service. Uzbekistan and Kyrgyzstan adopted more conventional diplomatic language, invoking dialogue and the UN Charter. Kazakhstan expressed solidarity with Jordan, Qatar and the UAE following Iranian retaliatory strikes and moved quickly to secure its nationals in Iran, including dozens of workers at a joint mining venture. Turkmenistan, which shares a long border with Iran, has remained publicly silent, a silence that reflects both exposure and constraint.

We then turn to Russia’s decision to designate the Kazakhstan-focused outlet Respublika as a “foreign agent.” The move marks the first time Moscow has applied its domestic political labeling system to a media project centered on Kazakhstan. We discuss what this could mean in practice: whether Russia is testing Astana’s willingness to cooperate, whether this signals a broader attempt to extend Russian legal norms into the post-Soviet space, and how such designations may complicate media operations across borders.

In this week’s interview, we speak with UK-based analyst Ora Lazic about her recent business position paper prepared ahead of the B5+1 meeting in Bishkek. Lazic challenges the idea of a critical minerals “gold rush.” While strategically important, the sector remains economically modest. She argues that Central Asia’s real task is institutional: modernising geological data, strengthening regulatory stability, building infrastructure along the Middle Corridor, and coordinating government-backed financing. If supply chain diversification away from China is serious, it will require sustained structural reform, not rhetoric.

LINKS

Critical Mineral Resources: Expanding Cooperation: Central Asia–United States Business Dialogues - https://www.cipe.org/wp-content/uploads/2026/02/Critical-Mineral-Resources_B51-2026_en.pdf

Respublika report on its inclusion in Russia’s list of “foreign agents” - https://respublika.kz.media/archives/157073

This week’s edition of the CAPS Unlock podcast moves across three very different but interconnected storylines shaping Central Asia’s political and economic trajectory.

We begin with the European Union’s stalled 20th sanctions package against Russia and, most relevantly for us, the likely inclusion of Kyrgyzstan. Although Hungary and Slovakia blocked the package for now, Kyrgyzstan had been earmarked under the EU’s new anti-circumvention mechanism. The concern is clear: a dramatic surge in re-exports of dual-use goods to Russia, alongside the rapid expansion of Kyrgyzstan’s licensed crypto sector. Since 2022, the country has built a regulatory framework for virtual asset service providers, issuing roughly 100 licenses and facilitating billions of dollars in transactions. Western authorities increasingly suspect that some of this infrastructure has enabled sanctions evasion. Even if sanctions do not materialise immediately, the reputational implications for Kyrgyzstan’s investment climate are significant.

We then turn to Turkmenistan, where two carefully timed diplomatic signals raise larger geopolitical questions. Former president (and current National Leader) Gurbanguly Berdymukhamedov travelled to Florida, offering familiar pitches for investment, including renewed references to the long-delayed TAPI pipeline. Separately, it has been reported that President Serdar Berdymukhamedov is preparing a visit to Brussels, where energy cooperation and the long-frozen EU–Turkmen Partnership and Cooperation Agreement are expected to feature prominently. With Europe searching for diversification away from Russian energy, and Washington recalibrating its posture toward Iran, Turkmenistan’s strategic positioning merits close attention.

Finally, we speak with CAPS Unlock senior research fellow Azimzhan Khitakhunov about new research on Kazakhstan’s renewable sector. While clean energy accounts for roughly 7 percent of electricity generation, it remains concentrated in large installations. The report, which will be published on the CAPS Unlock website in the near future, examines how small and medium-sized enterprises could become drivers of decentralised green growth. Financing constraints, regulatory awareness gaps, and limited support mechanisms remain key barriers. Comparative lessons from Canada, Australia, and especially Uzbekistan illustrate how targeted incentives and information campaigns can accelerate uptake. Encouragingly, regional officials in Almaty have signalled interest in implementing elements of the study’s recommendations.

Links

Russia Leveraging Kyrgyzstan’s Crypto Ecosystem to Evade Sanctions - https://www.trmlabs.com/resources/blog/russia-leveraging-kyrgyzstans-crypto-ecosystem-to-evade-sanctions

Reuters reporting on proposed EU sanctions affecting Kyrgyzstan - https://www.reuters.com/world/asia-pacific/kyrgyzstan-seeks-talks-with-eu-over-report-that-bloc-considers-sanctions-over-2026-02-02/

Turkmenistan’s president to visit EU for talks on energy, EU ambassador says - https://www.reuters.com/business/energy/turkmenistans-president-visit-eu-talks-energy-eu-ambassador-says-2026-02-17/

This week’s episode of the CAPS Unlock podcast plunges directly into political shifts unfolding across Central Asia. Developments in Kyrgyzstan, Kazakhstan, and Tajikistan are each highly specific, rooted in their own institutional histories and elite dynamics. Yet taken together, they point to a deeper and more persistent anxiety: how personalistic political systems manage transition.

The entire episode is devoted to a conversation with Temur Umarov, a fellow at the Carnegie Russia Eurasia Center whose work closely tracks political change across the region.

In Kyrgyzstan, President Sadyr Japarov’s abrupt dismissal of security chief Kamchybek Tashiyev marked the apparent end of a five-year tandem that had dominated the political system. The move was swift and coordinated: Tashiyev was removed while abroad, his deputies were dismissed, key security structures were reallocated, and several public figures linked to a controversial letter calling for early elections were detained. Was this a routine consolidation of power ahead of the 2027 presidential vote, or the deliberate dismantling of a parallel power centre?

In Kazakhstan, President Kassym-Jomart Tokayev has accelerated a constitutional overhaul initially framed as parliamentary reform. Within months, the initiative expanded into a broader rewrite, culminating in a March 15 referendum. Among the most closely watched elements is the reintroduction of a vice presidency, a structural innovation that inevitably raises questions about succession pathways, elite alignment, and long-term guarantees.

In Tajikistan, President Emomali Rahmon’s unexplained two-week absence reignited speculation about health and dynastic transition. Although he has since reappeared, the episode exposed how tightly the system remains tied to a single individual. With his son Rustam Emomali constitutionally positioned as interim successor, the framework for transfer appears clear on paper, but far less certain in practice.

Across the region, transition is no longer an abstract question. It is being tested in real time, through dismissals, constitutional redesign, and moments of silence that unsettle political systems built around personal authority.

This week’s episode of the Caps Unlock Podcast opened with a discussion of a major shift in Central Asia’s external economic orientation: China has overtaken Russia to become the region’s largest trading partner. Drawing on newly published trade data for 2025, the conversation examined what it means for China-Central Asia trade to surpass the $100 billion mark for the first time, and why that figure matters beyond headline symbolism.

The discussion explored the drivers behind this rapid expansion, including infrastructure investment linked to the Belt and Road Initiative, the spread of Chinese e-commerce platforms and payment systems across Central Asia, and the growing role of the region as a logistical corridor amid Western sanctions on Russia. Particular attention was paid to trade imbalances, anomalous export data from Kyrgyzstan, and the risk that deepening integration with China could harden into a new form of economic lock-in, even as regional governments continue to pursue a multi-vector foreign policy strategy.

The episode then turned to a very different, but equally revealing, regional trend: the rise of so-called “dropperstvo,” the use of intermediaries to move money in fraud schemes. Using a recent case announced by Kyrgyzstan’s security services as a starting point, the discussion traced how organised networks supply SIM cards, messaging accounts, and bank access to international scam operations. These networks allow fraudsters to distance themselves from financial trails by routing victim payments through “droppers”, often young people recruited to provide temporary access to their accounts.

A second case from Kazakhstan illustrated how the same mechanism appears in more mundane criminal activity, including, in one recent instance, the illegal sale of vapes using third-party payment accounts. The conversation explored why authorities in both Kyrgyzstan and Kazakhstan have moved to criminalise dropper activity itself, and why law enforcement increasingly treats this as a youth-risk and financial literacy problem rather than a purely technical crime.

In the interview segment, the podcast featured Bakhytzhan Kurmanov, Senior Research Fellow at the University of Central Asia, discussing his 2024 paper, “Between ‘info-killers’ and ‘spies’: three strategies for interviewing government officials across Central Asia.” Drawing on extensive fieldwork across Kazakhstan, Kyrgyzstan, Tajikistan, and Uzbekistan, Kurmanov outlined practical strategies for conducting sensitive interviews in environments marked by suspicion, weak research traditions, and political risk. The conversation focused on insider positionality, de-ceremonialising interviews, and depoliticising research questions, insights with relevance not only for academics, but also for journalists, policy researchers, and practitioners working with public institutions across the region.

Links and further reading

• Report on China–Central Asia trade surpassing $100 billion (Xinhua or official customs data) - https://russian.news.cn/20260118/c13465d2d3b541f4a831f65849c8d70f/c.html

• Bloomberg report on Shell pausing investment in Kazakhstan - https://www.bloomberg.com/news/articles/2026-02-05/shell-to-pause-kazakh-oil-and-gas-investments-amid-disputes

• GKNB announcement on dismantling fraud network in Kyrgyzstan - https://24.kg/proisshestvija/360311_gruppu_postavlyavshuyu_telefonnyim_moshennikam_akkauntyi_iSIM-kartyi_zaderjali_vkr/

• Kazakhstan report on vape sales and dropper schemes - https://www.gov.kz/memleket/entities/afm/press/news/details/1148161?lang=ru

• Bakhytzhan Kurmanov, Between ‘info-killers’ and ‘spies’ (2024) - https://www.tandfonline.com/doi/abs/10.1080/02634937.2024.2375283

• Neil Collins, Elaine Sharplin, and Aziz Burkhanov (2023) — Challenges for political science research ethics in autocracies: A case study of Central Asia - https://journals.sagepub.com/doi/abs/10.1177/14789299231153074

This week’s episode opened with a discussion of Kazakhstan’s provisional landmark arbitration victory against foreign oil majors over disputed costs at the Karachaganak oil and gas field. We unpacked why the ruling matters not only for the billions of dollars potentially at stake, but also for what it signals politically.

Drawing on reporting by Reuters and Bloomberg, the conversation explored how the case reaches back into the era of former President Nursultan Nazarbayev, how allegations of inflated or fictitious costs intersect with long-standing corruption concerns, and why the administration of President Kassym-Jomart Tokayev has framed the dispute as both a financial and moral reckoning. We also considered whether the ruling could meaningfully change how foreign investors behave in Kazakhstan’s extractive sector, or whether deeper structural incentives remain intact.

The discussion then turned to Kyrgyzstan’s decision to challenge Russia at the Eurasian Economic Union court over changes to access to state healthcare. A key clarification emerged early on: the issue is not that migrant workers themselves are being denied medical coverage, but that their dependents are no longer automatically entitled to state healthcare. We examined how this policy fits into Russia’s broader migration strategy, including recent data showing a sharp decline in the number of migrant children in the country. The episode explored what the case could mean for the credibility of the Eurasian Economic Union, whether the bloc’s legal commitments are being hollowed out in practice, and how the court’s eventual ruling could either reinforce or further undermine trust in regional integration frameworks.

In the interview segment, we spoke with Joe Luc Barnes, a journalist based in Almaty and the author of a recent article for The Times of Central Asia on declining reading habits in Kazakhstan. The conversation ranged from the economic pressures facing bookstores to the impact of currency weakness, e-commerce, and shifting language politics on the book market.

We discussed why Kazakhstan appears particularly affected by global declines in long-form reading, how the retreat of Russian-language publishing has not yet been offset by Kazakh-language production, and what this means for education, public discourse, and political literacy. Barnes also reflected on state-led reading initiatives, library usage statistics, and the longer-term risks of a society increasingly shaped by short-form, screen-driven information.

More reading

• Reuters reporting on the Karachaganak arbitration - https://www.reuters.com/business/energy/kazakhstan-tribunal-seeking-billions-oil-majors-cited-corrupt-officials-sources-2026-01-30/

• Bloomberg reporting on the Karachaganak arbitration - https://archive.is/PO6tN#selection-1177.0-1791.73

• Joe Luc Barnes’ article in The Times of Central Asia - https://timesca.com/the-battle-to-keep-kazakhstan-reading/

The CAPS Unlock podcast returns after a long New Year break to track how an unsettled global agenda is pulling Central Asia into the fray.

We began with U.S. President Donald Trump’s newly launched Board of Peace, an initiative that started life as a Gaza oversight mechanism but quickly hardened into something broader: a leader-centric club with an unusually vague mandate and an unusually personalised governance model. The striking Central Asian angle is that Kazakhstan and Uzbekistan did not just endorse the concept; their presidents travelled to Davos last week to sign the charter as founding members.

We looked at what each government said publicly, what it carefully avoided saying, and why joining could be read as low-cost insurance with a highly personalised U.S. administration, even if the move sits awkwardly with both countries’ recent emphasis on multilateralism and institutional predictability.

Next, we turned to a more familiar but still unsettling signal: the recent burst of openly imperial rhetoric from prominent Russian nationalist voices. Vladimir Solovyov, a well-known TV political talkshow presenter, publicly mused about extending “special military operations” to Central Asia and Armenia. A week later, Russia’s foreign ministry tried to wave it away as private opinion. Then Alexander Dugin went further, questioning the legitimacy of sovereign states across Central Asia and the South Caucasus altogether. We discussed why that official distancing rings hollow, what this kind of talk does even when it is not backed by action, and how it narrows the space for trust in the region’s already fragile security environment.

For our interview segment this week, we spoke with Juan Carlos Leunissen, an independent researcher who interned with CAPS Unlock last year, about his new essay for the CAPS Unlock website on the six narratives the European Union uses to justify its investment in the Trans-Caspian (Middle Corridor) route and why the story the EU tells about connectivity may matter as much as the infrastructure itself.

LINKS

• Juan Carlos Leunissen essay: The six stories the European Union tells about Trans-Caspian transport https://capsunlock.org/the-six-stories-the-european-union-tells-about-trans-caspian-transport/

• Abdulaziz Kamilov comments on Uzbekistan’s rationale for joining https://www.gazeta.uz/ru/2026/01/23/abdulaziz-kamilov/

• CAPS Unlock LinkedIn page https://www.linkedin.com/company/capsunlockorg

This end-of-year episode of the CAPS Unlock podcast is longer than usual, deliberately so.

As our final instalment of 2025, it takes stock of a year that reshaped Central Asia in ways that are still coming into focus. To help make sense of it, we were joined by CAPS Unlock co-founder and senior fellow and director of the Program on Central Asia at Harvard University’s Davis Center, Nargis Kassenova, whose perspective anchors a wide-ranging conversation that moves from borders and geopolitics to domestic politics, information space, and long-term structural change.

The first part of the episode revisits four dynamics that defined the region over the past year. We begin with regional integration, focusing on what was arguably the most consequential event of 2025: the Kyrgyzstan–Tajikistan border agreement. After decades of tension and periodic violence in the Ferghana Valley, the formal delimitation of the border marked a genuine regional breakthrough, with implications that extend far beyond bilateral relations.

From there, the discussion turns to political power and succession. Across the region, new figures, including presidential daughters, security chiefs, and long-standing insiders, are taking on more visible roles. Rather than signalling renewal, these shifts often reflect elite anxiety about managing succession under authoritarian conditions, with mixed results and few clear models for stability.

A third theme is the contraction of civic and media space. The episode examines recent crackdowns on independent journalism and political opposition, particularly in Kyrgyzstan and Kazakhstan, and asks whether this tightening reflects short-term insecurity, technological disruption, or a more durable turn toward managed information environments.

The conversation then widens to geopolitics. From the EU–Central Asia summit in Samarkand to the C5+1 meeting in Washington, 2025 was dense with diplomatic choreography. While Central Asia continues to hedge between Russia, China, Europe, the United States, Turkey, and the Gulf, the episode probes whether this balancing act is translating into tangible gains, or merely new dependencies, against the backdrop of global instability.

In the second half of the episode, the focus turns inward. CAPS Unlock’s executive director, Aida Aidarkulova, joins the discussion to reflect on the organisation’s work over the past year: research projects, public events, translation initiatives, and efforts to strengthen regional policy communities. The conversation also looks ahead, outlining priorities for 2026 and the challenges facing independent analysis in Central Asia.

The episode closes with a forward-looking segment offering interpretive signposts rather than predictions; ways of thinking about how Central Asian societies are evolving, how geopolitics is reshaping the region’s options, and how technological change is creating both opportunity and risk.

This is the final CAPS Unlock podcast of 2025. We thank our listeners for their attention and support over the past year, wish you a restful holiday season, and look forward to continuing the conversation in the year ahead.

This week’s episode opens on the frontier of Afghanistan and Tajikistan, where two late-November attacks on Chinese workers killed five people and injured several others at a gold mine and road-building site.

With both incidents allegedly involving fire from Afghan territory, almost no independent reporting, and only terse official statements to go on, the discussion probes what can be said with confidence: why the timing is so anomalous, how the violence cuts across Tajikistan’s cautious thaw with the Taliban, and what it might mean for China’s economic footprint and security demands in this hard-to-monitor borderland.

The focus then shifts to European Council President António Costa’s first official visit to Kazakhstan, billed as a celebration of ten years of the EU-Kazakhstan Enhanced Partnership and Cooperation Agreement. The rhetoric about strategic partnership, green corridors and critical minerals is familiar; the more concrete news is the launch of talks on Schengen visa facilitation. The conversation asks whether easier travel and more direct flights could do more for Europe’s influence in Kazakhstan than another round of investment promises.

In the interview slot, Almaty-based human rights lawyer Tatiana Chernobil explains what is actually in Kazakhstan’s proposed “LGBT propaganda” amendments, and why the label itself is misleading.

She describes how nine existing laws and the Code of Administrative Offences would be tightened to conflate “non-traditional sexual orientation” with paedophilia, extend fines and short jail terms to individuals and businesses, and empower rewarded “public assistants” to report supposed violations. Chernobil argues that the real target is not just LBGT visibility but information control more broadly, with a chilling effect on teachers, journalists, activists and ordinary users online, and an uncomfortable convergence between Kazakhstan’s legal trajectory, Russian pressure and a cautious, economically minded European response.

LINKS

• Statement from the Presidential Administration of Tajikistan on the post-attack security meeting - https://president.tj/event/news/54027

• Official EU press release on António Costa’s visit to Kazakhstan - https://www.consilium.europa.eu/en/press/press-releases/2025/12/04/press-statement-by-president-antonio-costa-following-his-meeting-with-president-of-kazakhstan-kassym-jomart-tokayev-in-astana/

• Statement from the President of Kazakhstan’s office on the Costa visit - https://www.akorda.kz/ru/kasym-zhomart-tokaev-i-antoniu-koshta-vystupili-s-sovmestnym-zayavleniem-4114550

• UN Human Rights Council statement on LGBT propaganda amendments - https://www.ohchr.org/en/press-releases/2025/11/kazakhstan-proposed-lgbt-propaganda-law-risks-institutionalising

This episode departs from our usual format. Instead of the standard three-segment structure, it’s a single extended conversation with Agnieszka Pikulicka, the journalist behind Turan Tales, a long-form newsletter and podcast examining underreported stories from Uzbekistan, Kazakhstan, Kyrgyzstan, Tajikistan, and Turkmenistan. Her premise is straightforward but oddly rare: Central Asia should be treated as a region with its own internal dynamics, not as a footnote to someone else’s strategic narrative.

Agnieszka lived and reported in Uzbekistan for three years, until she was declared persona non grata in 2021. Her debut non-fiction book, Nowy Uzbekistan (New Uzbekistan), a Polish-language monograph published by Czarne in 2023, dissects the politics and lived realities of the Mirziyoyev period.

We discuss her recent move to Almaty, one of the few remaining workable bases for independent journalism in the region, and Turan Tales’ shift toward more ambitious audio documentaries, supported by the International Press Institute’s media innovation program. She argues that most coverage still reduces Central Asia to a handful of stock frames: pipelines, strongmen, and geopolitical anxiety. Whether that’s laziness or habit is debatable, but the effect is the same: people disappear from their own stories.

We also touch on figures who feature in earlier Turan Tales episodes, including Komil Allamjonov, whose role has changed since we recorded this conversation. He has now been appointed counsellor-envoy at Uzbekistan’s embassy in Washington and representative of the Presidential Administration in the United States.

LINKS:

• New format Turan Tales podcast produced with support from the International Press Institute

Turan Tales

The Capital: In search of Astana's soul

Listen now

6 months ago · 9 likes · 3 comments · Agnieszka Pikulicka

• Agnieszka’s book, Nowy Uzbekistan (New Uzbekistan) https://czarne.com.pl/katalog/ksiazki/nowy-uzbekistan

• Turan Tales episode on the assassination attempt against Komil Allamjonov

Turan Tales

Episode 2: Why Uzbekistan's elite infighting turned violent?

Listen now

a year ago · 3 likes · Agnieszka Pikulicka

• Komil Allamjonov appointed counsellor-envoy in Washington https://www.gazeta.uz/en/2025/11/24/komil-allamjonov/

Kazakhstan has now adopted a dedicated law on artificial intelligence, a step the government has been signalling for more than a year. Parliament approved the measure in October, and President Kassym-Jomart Tokayev signed it into force a few days before this episode was recorded.

The authorities present the legislation as a necessary foundation for developing the country’s AI sector. The stated aim is to create a clearer operating environment for businesses, attract international companies, and establish Kazakhstan as a regional leader in emerging technologies. The law follows a risk-based model similar to frameworks being developed in Europe and other jurisdictions.

One notable feature is the emphasis on self-assessment and voluntary compliance mechanisms for private companies. Businesses developing or deploying AI tools are expected to evaluate risks themselves and conduct audits on their own initiative.

Public debate around the legislation was limited, and many of the practical questions, such as implementation, safeguards, oversight, remain open. As the rule-making phase begins, these conversations are likely to become more prominent, especially as ministries, businesses, and civil society groups attempt to interpret how the framework will operate in practice.

This week’s interview steps away from abstractions and looks at a problem that is measurable in every breath taken in Almaty. Almaty Air Initiative chief executive Zhuldyz Saulebekova explains how the city’s air-quality crisis has moved from official denial to grudging acceptance, and why the real bottleneck now is political will rather than data. Fully 200 new sensors have generated unprecedented transparency, but little of that has translated into decisive action on winter pollution sources such as coal-burning households and the expensive “last mile” connections needed to make gasification real rather than statistical.

Saulebekova argues that activists have won the argument on awareness; whether they can force a shift in winter heating policy is the more consequential test.

The final segment turns to Kyrgyzstan, where a wave of arrests has landed on the eve of early parliamentary elections and amid a deepening electricity crisis.

Authorities may deny any political motivation, but the optics are hard to ignore: opposition figures rounded up under the familiar pretext of “preparing mass unrest” just as the country is rationing power, dimming streetlights, and cutting voltage to homes.

With water levels at the Toktogul hydropower plant at historic lows, cryptocurrency blamed for excessive consumption, and neighbours scrambling to supply emergency electricity, the government is signalling zero tolerance for protest at the moment when tempers are sharpest. Whether this produces stability or merely suppresses symptoms remains unclear.

A sudden flare-up in Ukraine’s drone war has again rattled Central Asia’s energy nerves. This episode opens with a look at how Russian refinery shutdowns are rippling across the region. When the Novokuybyshevsk plant went offline after an October 19 strike, Kyrgyzstan and Tajikistan, which are both reliant on Russia for more than 90 percent of their fuel, were left scrambling. Petrol rationing in Bishkek and mounting anxiety among traders reveal just how vulnerable those supply chains remain. And with Kazakhstan freezing domestic fuel prices to contain inflation, even its neighbours can’t count on emergency help. What begins as a refinery fire in Samara ends up exposing the region’s deeper dependence on Moscow’s infrastructure.

The episode’s centrepiece turns from crisis to creativity, featuring Marzhan Tajiyeva, Education Projects Coordinator at CAPS Unlock, on the launch of the Turn It Around! Central Asian Climate Cards, developed with UNESCO’s regional office. Created by young people from across six countries, the cards combine art and education to bring climate change into everyday lessons, in Kazakh, Kyrgyz, Tajik, Uzbek, Russian, and even English. Tajiyeva explains how a child’s drawing of the Aral Sea can spark empathy, critical thinking, and even policy reflection, turning students into messengers of shared responsibility. The project, part of a global initiative led by Arizona State University, now anchors a growing regional alliance for climate education.

The final segment turns to football and politics. In Turkmenistan, the Asian Football Confederation has reportedly barred local clubs from hosting home games after inspectors condemned Arkadag’s flagship stadium, a supposed symbol of modernity, as unfit for play. The contrast with Almaty’s recent hosting of Real Madrid could hardly be sharper: FC Kairat’s Champions League adventure has become both a civic celebration and a study in political rehabilitation, as the club’s rise intertwines with the fortunes of its powerful backers. Even sport, it seems, can’t escape Central Asia’s habit of blending national pride with image-building and control.

LINKS:

CAPS Unlock statement on Turn It Around! Central Asian Climate Cards - https://capsunlock.org/news/caps-unlock-and-unesco-unveil-central-asian-climate-cards-to-bring-climate-change-into-classrooms/

Fergana News report on Arkadag Stadium and AFC ban – https://fergana.agency/news/141688/

Reuters reporting on Orenburg strike - https://www.reuters.com/world/europe/ukrainian-drones-cause-fire-russian-gas-plant-governor-says-2025-10-19/

Symbol of Science journal paper portraying Arkadag FC as a showcase of Turkmenistan’s modernisation drive - https://cyberleninka.ru/article/n/arkadag-fc-turkmenistans-rapid-rise-in-football

This week’s episode begins in Kyrgyzstan, where a brutal killing of a 17-year-old girl has reignited public fury and led President Sadyr Japarov to call for the return of the death penalty. The case has stirred intense debate about justice, morality, and political opportunism in a country that abolished executions nearly two decades ago. We look at how Japarov’s proposal both reflects and exploits public anger, and what it means for Kyrgyzstan’s already fragile constitutional order.

The discussion later shifts to Kazakhstan, where President Kassym-Jomart Tokayev’s recent dismissal of global climate policy as a “massive fraud” clashes with his government’s simultaneous effort to market the country as a renewable-energy hub. At the recently concluded Kazakhstan Energy Week, ministers touted new wind and solar projects even as coal expansion and data-hungry AI ambitions deepen the country’s dependence on fossil fuels. We ask whether Tokayev’s rhetoric marks a populist pivot or a pragmatic recalibration around “energy sovereignty.”

Our interview guest is Maria Adele Carrai, Assistant Professor of Global Chinese Studies at NYU Shanghai and co-director of Mapping Global China, an open-data platform that visualises Beijing’s global footprint. Carrai explains how the project uses satellite imagery and datasets to track China’s infrastructure, trade, and soft-power presence, from Kazakhstan to the Arctic, while inviting local researchers to contribute new “story maps.” She also discusses why portrayals of China as either a benign partner or a looming threat both miss the point.

Useful links

• Mapping Global China website – https://mapglobalchina.com/

• CAPS Unlock event summary of Maria Adele Carrai lecture in Almaty - https://capsunlock.org/mapping-global-china-a-new-lens-on-beijings-reach-in-central-asia/

• Kabar news agency interview with President Japarov - https://www.kabar.kg/news/el-menen-keneshebiz-prezident-olum-zhazasyn-kirgizuu-demilgesi-boyuncha-kommentariy-berdi/

• TV report on President Tokayev’s speech to the National Council for Science and Technology -

This week’s episode of the CAPS Unlock podcast begins with Kazakhstan’s ongoing fixation on artificial intelligence. Ever since President Kassym-Jomart Tokayev made AI the centrepiece of his State of the Nation address, ministries and agencies have scrambled to demonstrate their own contributions. A new ministry has been promised, AI education standards announced, and schemes for agriculture, public administration, and even ethics frameworks unveiled. The rhetoric is upbeat: Tokayev warns that failure to embrace AI would leave Kazakhstan economically and politically marginalized. But beneath the noise lie concerns about jobs and feasibility. Officials estimate up to 1 million positions could be affected. We look at the data to ask which sectors are most exposed, how automation and AI differ, and why public sector employment makes this such a politically charged issue.

Our interview segment features Asel Mussagulova, lecturer at the University of Sydney and co-author of a new paper on Kazakhstan’s policy advisory systems. She explains how state-backed research institutes, directly funded and supervised by government bodies, almost inevitably reinforce official narratives and avoid criticism. Staffing choices, internal censorship, and oversight mechanisms mean their studies often legitimise decisions already taken. Yet Mussagulova also describes how financially independent research organisations, such as the emerging generation of private think tanks, can still offer more candid advice, sometimes by engaging public opinion or leveraging international connections. The picture that emerges is less monolithic than often assumed: authoritarian regimes seek legitimacy through research, but pockets of independence persist.

We close with Kyrgyzstan, where parliament has (as of September 25, following our recording) dissolved itself, one year early. Deputies argue the move will streamline election timing by avoiding back-to-back parliamentary and presidential votes, while reforms to the electoral law promise greater gender representation and easier participation for citizens abroad. But by abolishing party lists in favour of hyperlocal constituencies, the reform strengthens district-level politics at the expense of national parties. In practice, this risks leaving Kyrgyzstan with a quieter, more compliant parliament, one shaped less by vigorous debate and more by presidential authority.

Links

• Mussagulova & Janenova, Management and Quality of Policy Advisory Systems in Kazakhstan: The Case of Public and Private Research Organizations (Policy and Society, 2025): https://academic.oup.com/policyandsociety/advance-article/doi/10.1093/polsoc/puaf025/8236331

• IMF 2023 AI Preparedness Index (DataMapper): https://www.imf.org/external/datamapper/AI_PI@AIPI/ADVEC/EME/LIC

• ILO study on AI and jobs: https://www.ilo.org/sites/default/files/2025-05/WP140_web.pdf

• Acemoglu & Johnson, Power and Progress: Our Thousand-Year Struggle Over Technology and Prosperity (2023): https://www.amazon.com/Power-Progress-Thousand-Year-Technology-Prosperity/dp/1399804472