Seeing the whole picture: Closing notes from Kazakhstan
The final Ground View Kazakhstan dispatch explores why context, not just data, shapes the real investment story.
Posts by Erik Groves:
Ground view Kazakhstan: Brezhnev’s needles
Kazakhstan holds a vast geological archive from the Soviet era that could aid in supplying critical minerals to the West.
Ground view Kazakhstan: The visibility bargain
Qarmet, a Kazakhstani steel and mining company, inherited deadly mines and responded with extensive surveillance.
A market, a state, and a treaty
Inside an interview with the CEO of Kazatomprom, the world's largest uranium producer.
Kazatomprom CEO Meirzhan Yussupov on uranium markets, China and nuclear growth
Kazatomprom’s CEO discusses disciplined uranium growth, AI-fuelled nuclear demand, trade routes and Kazakhstan’s role in the fuel cycle.
Kazatomprom sees room for all in nuclear revival
Uranium demand from AI, data centres and new reactors is reshaping markets as supply security returns to focus.
Kazakhstan ground view: What you can’t see from the spreadsheet
A first look at Kazakhstan reveals why critical minerals, trade routes, and geopolitics now converge there.
Op-Ed: C5 + 1- Central Asia and the critical minerals race the West is late to map
Five former Soviet republics of Central Asia share common names, history, and legacy. In mining, that is where the resemblance ends.
Op-Ed: Antidumping duties can blunt China’s playbook
Existing US trade law offers a ready-made shield against state-backed supply flooding in critical minerals.
Ground View: How industry leaders are shaping Pakistan’s mining future
Upcoming field series examines how Pakistan’s institutions and people will determine whether mining projects move forward.
Op-Ed: NI 43-101 was necessary, not sufficient
Canada’s mining disclosure rules fixed fraud, but not dilution, silence, or social media misinformation.
Op-Ed: Bretton Woods principles without Bretton Woods politics
Gold’s failure was never economic but political, and new technology may finally separate money from state power.