(Part One) Executive Summary: Kazakhstan has awarded leadership of an international consortium to construct the country’s first nuclear power plant to Russian state-owned nuclear corporation Rosatom. At the same time, Astana is courting Chinese nuclear, uranium, and water infrastructure companies to counterbalance Russia’s role. Kazakhstan’s... MORE

(Part Two) Executive Summary: Kazakhstan has selected Russia’s Rosatom to construct its first post-Soviet nuclear power plant (NPP), despite earlier indications that China’s CNNC would win the bid. A second plant may still be awarded to CNNC. Environmental risks, particularly regarding Kazakhstan’s nuclear legacy, the... MORE

Executive Summary: On July 4, Ukraine’s Zaporizhzhia Nuclear Power Plant (NPP) lost all off-site power supply due to nearby Russian drone strikes for the ninth time since Russia’s full-scale invasion. Rosatom, Russia’s state-owned nuclear corporation and operator of Zaporizhzhia NPP since March 2022, has expressed... MORE

Executive Summary: Russian President Vladimir Putin approved a set of measures in May to support Russia’s coal industry, including subsidies for transportation and exports, aimed at addressing the challenges posed by shrinking global demand, the transition to renewable energy, and economic sanctions. More than half... MORE

Executive Summary: Türkiye is moving ahead with its first nuclear power plant in Akkuyu in partnership with Russia to expand domestic energy production and meet economic growth. Financing delays and sanctions-related challenges are testing the resilience of the Türkiye-Russia nuclear partnership, as the two countries... MORE

Executive Summary: Beijing has formally escalated its critical minerals strategy by launching a coordinated, multi-agency campaign to enforce full-chain control over rare earth and strategic mineral exports, mobilizing more than a dozen central and provincial agencies to supervise mining, processing, licensing, and export operations. Authorities... MORE

Executive Summary: Ukraine has escalated its campaign against Russian energy targets, striking the Caspian Pipeline Consortium’s (CPC) Kropotkinskaia oil pumping station (OPS) in February. The CPC pipeline is Kazakhstan’s primary export route, handling 80 percent of its crude oil, and the strike on the Kropotkinskaia... MORE

Executive Summary: Azerbaijan and the People’s Republic of China (PRC) signed a series of new agreements on renewable energy cooperation, including solar and wind, reinforcing mutual goals of carbon reduction and green energy development. The PRC’s low-cost renewable technologies can help Azerbaijan affordably expand its... MORE

Executive Summary: The European Union’s 14th sanctions included restrictions on the transshipment of Russian liquified natural gas (LNG) through EU territory to third-party countries. The sanctions related to contracts signed before June 24, 2024 came into effect on March 26. Russia’s LNG industry faces significant... MORE

Executive Summary: Russia is experiencing energy shortages and electricity generation problems exacerbated by its war against Ukraine, sanctions, and cryptocurrency mining. Russia’s electricity exports to the People’s Republic of China (PRC) significantly dropped in 2024 due to energy deficits in the Far East, and these... MORE