Havli - A Central Asia Substack
CAPS Unlock Podcast
Kazakhstan’s uranium bargain with China
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Kazakhstan’s uranium bargain with China

Central Asia’s strained power grids, Kazakhstan’s uranium bargain with China, and the weaponisation of social-media moderation against journalists and civil society.
The inauguration ceremony for Kyrgyzstan’s first utility-scale solar power plant, attended by President Sadyr Japarov. The project marks an important step in the country’s effort to diversify an electricity system long dominated by hydropower.

Central Asia’s electricity systems are under growing strain. Kyrgyzstan expects to import more than 4 billion kilowatt-hours of electricity this year as rising demand collides with its heavy dependence on hydropower and low water levels at the Toktogul Reservoir. Tajikistan faces a similar problem: reduced inflows into the Nurek Reservoir have cut power generation and forced the government to curb electricity exports ahead of another difficult winter.

Uzbekistan, meanwhile, has set a new record for summer electricity consumption as extreme heat drives greater use of air conditioning. The country has so far managed to match demand with production, helped by rapid growth in solar generation. But the wider regional problem remains unresolved: despite complementary power systems, electricity trade within Central Asia still accounts for only a small share of total demand.

This week’s guest is Antoine Magnier, a master’s student in political science at McGill University who recently completed an internship with CAPS Unlock. His new paper, Kazakhstan’s Uranium Bargain: Trading Resources for Technology, examines the deepening nuclear relationship between Kazakhstan and China.

China needs secure uranium supplies for its rapidly expanding fleet of nuclear reactors and wants foreign markets for its technology. Kazakhstan wants to move beyond the export of raw uranium and secure a larger role in fuel production, reactor construction and the wider nuclear supply chain. Magnier explains how Astana is attempting to trade access to its resources for technology, while avoiding excessive dependence on either China or Russia.

The episode closes with a look at how false copyright complaints and coordinated reporting campaigns can turn social-media moderation systems into tools of extortion and political pressure against journalists, media outlets and election observers in Kazakhstan.

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