Developing Story
US Tungsten Supply Diversification — Kazakhstan Mining Push
The US is backing new tungsten mining projects in Kazakhstan to counter China's decades-long dominance of the critical mineral, as global prices have surged over 200% since May 2025 following Chinese export controls. This adds Central Asia as a new front in the broader US-China critical minerals competition.
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## Overview
The United States is backing mining projects in Kazakhstan as part of an effort to loosen China's decades-long dominance of global tungsten supply, amid a sharp price surge following Beijing's export controls (SCMP, October 3).
## Key Facts
- Global tungsten prices have surged more than 200% since May 2025, according to commodity and energy information provider Argus Media (SCMP, October 3).
- The price spike followed Beijing's export controls on selected tungsten products (SCMP, October 3).
- US-backed mining projects are attempting to establish a foothold in Kazakhstan, where Chinese investment in the tungsten industry already has an operating presence (SCMP, October 3).
- China has dominated global tungsten supply for decades (SCMP, October 3).
## Why It Matters
Tungsten is a critical mineral used in defense, electronics, and industrial applications. This story fits into the broader pattern of US and allied efforts to build alternative critical mineral supply chains outside China — paralleling similar moves in rare earths, lithium, and other strategic minerals. Kazakhstan's emergence as a contested supply base adds a new geographic front to US-China critical minerals competition in Central Asia.
## Entities Involved
- Kazakhstan (host country)
- China (incumbent dominant supplier)
- United States (backing diversification efforts)
- Argus Media (price data source)
This is likely to develop further as a recurring storyline in the broader critical minerals rivalry narrative.