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Kazakh President Qasym-Zhomart Toqaev and US President Donald Trump in September pose on the sidelines of the UN in New York on September 30.
Kazakh President Qasym-Zhomart Toqaev and US President Donald Trump in September pose on the sidelines of the UN in New York on September 30.

After striking a raft of mineral deals in recent weeks with Australia, Malaysia, Thailand, and Japan, US President Donald Trump will now turn his attention to Central Asia as he hosts the region's leaders in Washington for a high-profile summit on November 6.

The Central Asian states are known for their extensive oil and gas resources, but the region also has largely untapped rich reserves of critical minerals and rare earths -- elements deemed vital to US national security.

Kazakhstan, Kyrgyzstan, Tajikistan, Turkmenistan, and Uzbekistan are expected to look to translate their mineral wealth into stronger ties with the United States as the White House looks to secure new partnerships.

"The Central Asians look well-positioned with their large deposits and growing investment in the Middle Corridor," Joseph Epstein, director of the Washington-based Yorktown Institute's Turan Research Center, told RFE/RL, referring to the emerging 6,500-kilometer-long trade route that connects China to Europe through Central Asia and the Caucasus by bypassing Russia.

Critical Minerals Top Agenda As Trump Hosts Central Asian Leaders Critical Minerals Top Agenda As Trump Hosts Central Asian Leaders
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The summit comes on the heels of Trump's mineral diplomacy across the Asia-Pacific and the US president's meeting with Chinese leader Xi Jinping amid a trade war fueled in part by Beijing's export restrictions over strategically vital rare earth elements.

China maintains a powerful grip on global supply chains for the elements, commanding more than 70 percent of global rare-earth mining, 90 percent of their separation and processing, and 93 percent of magnet manufacturing.

After Xi agreed to a one-year pause on some of those restrictions following his meeting with Trump, Washington is now looking to work toward breaking China's near monopoly.

Experts say Central Asia is a complementary fit, with the region's governments seeking US investment to counterbalance Chinese and Russian influence and avoid becoming overly dependent on their two neighbors.

"Both Beijing and Washington are set to use the pause to create an advantage from their side to have more leverage in the next round of trade tensions," Epstein said. "That makes the United States even more of a counterweight as the Central Asians look to preserve their multi-vector foreign policies."

What's On The Agenda In Washington?

Few issues have shaped the White House's agenda since Trump returned to office in January more than critical minerals, a group of roughly 50 mineral commodities that the US Geological Survey has deemed critical to the country's national and economic security. Among those commodities are rare earths, 17 elements used in everything from wind turbines to smartphones to fighter jet engines.

"This has the potential to be a new way for Central Asian leaders to improve their domestic economic outlooks and get a rapid influx of foreign direct investment," Eldaniz Gusseinov, head of research at Nightingale Intelligence, a political foresight firm, told RFE/RL.

Beyond the region's mineral wealth, the gathering will also cover energy logistics, infrastructure investments, technology transfer from the United States to the region, educational exchanges, and water-resource management.

The autocratic former Soviet republics of Central Asia have been accused of committing widespread human rights abuses for years. But the issue is not expected to feature prominently, prompting some advocacy groups to voice concerns.

"The Central Asia-US summit should ensure human rights is a key part of the agenda, especially as repression increases across Central Asia," Hugh Williamson, Europe and Central Asia director at Human Rights Watch, said in a statement. "Participating countries should recognize that they risk recent social and economic progress if international partners seek stable environments elsewhere for engagement and investment."

Launched in 2015 with a foreign ministers' summit attended by then-US Secretary of State John Kerry, the C5+1 summit -- the official name for the format grouping the United States with the five Central Asian states -- has been the predominant venue for Washington's high-level engagement with the region.

This year's summit marks only the second time the gathering will take place at the presidential level, and the region is looking to capitalize.

Kazakhstan is expected to press for a pledge from the Trump administration to work with the Republican-controlled Congress to repeal Jackson-Vanik trade restrictions, a Cold War-era law that imposes trade barriers on countries with nonmarket economies that restrict emigration.

Ahead of the summit, the White House is also in talks over access to one of the world's largest untapped deposits of tungsten -- a metal used by the Pentagon to make ammunition, projectiles, and other weaponry -- that is in Kazakhstan.

According to Bloomberg, US Commerce Secretary Howard Lutnick has brokered talks between US company Cove Kaz Capital Group LLC and Kazakhstan's sovereign wealth fund about a bid to develop two massive deposits in the Central Asian country.

What Does Central Asia Want From The Trump Administration?

Central Asian leaders appear to recognize the opportunity before them. Uzbek President Shavkat Mirziyoyev has unveiled plans to develop rare earth metals projects worth $500 million. Kazakh President Qasym-Zhomart Toqaev told parliament this year that rare earths have become the "new oil" and developing them is a "priority task."

But much of the region's deposits remain unexplored and untapped and, in some cases, still rely on geological surveys conducted during the Soviet era.

For instance, Kazakhstan announced in April that it discovered massive deposits of more than 20 million metric tons of rare earths. The claim is still being confirmed by international firms, but if proven it would give the Central Asian country the world's third-largest reserves of rare earth metals, behind only China and Brazil.

William Courtney, a former US ambassador to Kazakhstan and adjunct senior fellow at the Rand Corporation, told RFE/RL that Central Asian governments are looking to expand cooperation with the United States in the surveying, mining, and exporting of rare earths and other critical minerals but are particularly looking for investments into processing them.

In the case of rare earths, China maintains a near monopoly on processing the metals, in part due to steady investment over decades and lax regulations that allow for the high-polluting environmental impact of processing them.

"It's China's monopoly of the processing that is more important than the supply," Courtney told RFE/RL. "So, if you're the United States and you want to compete, you need to find other countries without strict environmental regulations that are willing to host."

Many Central Asian countries have already geared their laws toward attracting mining companies, but bringing in more US investment into the sector will also require lowering barriers for foreign capital to enter the market -- something that is on the agenda at the summit.

That will also tie into another goal for the region's leaders: attracting more investment into logistics routes.

The Middle Corridor, formally known as the Trans Caspian Transport Corridor, would be the main artery to transport the region's mineral wealth.

The route has already attracted investments from Europe, China, and the Arab Gulf countries, and Central Asian leaders are hoping Washington's interest in the region's minerals will draw in additional investment.

"This focus on minerals and processing them also helps justify and build up the Middle Corridor," Gusseinov said.

US President Donald Trump meets with Chinese leader Xi Jinping on the sidelines of the APEC summit in Busan, South Korea on October 30.
US President Donald Trump meets with Chinese leader Xi Jinping on the sidelines of the APEC summit in Busan, South Korea on October 30.

US President Donald Trump has struck a truce in the trade war with China, telling reporters after his high-stakes meeting with Chinese leader Xi Jinping in South Korea that he expects to sign a bilateral deal with Beijing “pretty soon.”

But even if Beijing and Washington are able to build on their progress in Busan and strike a deal, the US-China relationship looks set to remain tense due to the underlying frictions across defense, human rights, technology, and economic issues that are still shaping their ties.

Instead, the October 30 agreement to ease trade tensions is the first step of a wider push by both China and the United States to buy time as they look to enshrine rules on how to manage their superpower rivalry and dig in for a longer term competition.

“It's good for the two most significant global players to be working to stabilize their relationship," Zsuzsa Anna Ferenczy, a visiting fellow at the Martens Center, a Brussels-based think tank, told RFE/RL. “But the structural issues are all still there. This doesn’t fix the big problems.”

While the agreement on trade issues opens the door for continued high-level diplomacy -- including a Trump visit to China in April and Xi potentially traveling to the United States next year -- the key flashpoints at the center of US-China tensions were largely left untouched.

Taiwan, the self-governing island of 23 million that Beijing claims as its own territory and has threatened to annex by force, if necessary, was not discussed during the South Korea meeting, according to Trump. He also said that China’s purchasing of Russian oil, which Moscow has used to help fund its war, was not raised.

Trump said that he and Xi discussed the need to “work together” to help end the more than three-year war in Ukraine, although he did not mention any specifics.

“It seems like both sides probably didn’t want to bring elements into these talks that could derail this focus on trade,” said Ferenczy, who is also an assistant professor at National Dong Hwa University in Taiwan.

Will Trump And Xi Agree To A Broader Deal?

Trump said after his meeting with Xi that the United States is lowering the fentanyl tariff on Chinese goods to 10 percent from the current 20 percent and that China will end its embargo of US soybeans, an economically important export.

Beijing also agreed to pause controls it imposed on strategic rare-earth minerals and to suspend port fees for a year.

Da Wei, the director of Tsinghua University's Center for International Security and Strategy, wrote in Foreign Affairs magazine ahead of the Trump-Xi meeting that it represented a “narrow but important opportunity for the United States and China to enter a new phase of bilateral relations.”

“The United States and China do not have to be friends, but they do have to avoid being enemies,” he wrote.

Whether it leads to actionable momentum to strike a deal beyond deescalating this year’s trade tensions, or if it simply results in a temporary truce, remains to be seen.

"Both capitals will keep believing they can outlast and outmaneuver each other, working feverishly to erode the other’s leverage," Craig Singleton, a senior fellow at the Foundation for Defense of Democracies, a Washington-based think tank, told RFE/RL. "That’s the paradox of this relationship: interdependence without trust, competition without closure. Busan may have bought time, but little more."

Beijing and Washington negotiated for months with little tangible progress beyond a brief reprieve from tit-for-tat tariffs in May and progress could be even thornier as both sides try to tackle more tense issues, such as US export curbs on certain types of semiconductors or geopolitical topics like Taiwan.

Trump could also bring new issues to the negotiating table that would further complicate talks.

Shortly before his meeting with Xi, Trump posted on social media that he instructed the Pentagon to start testing nuclear weapons after a 30-year moratorium, saying China and Russia -- the world’s other major nuclear powers -- could catch up with the United States within five years.

It’s unclear exactly what Trump intends. In his post, he wanted to start testing “our Nuclear Weapons on an equal basis,” which could mean showing off the power of American missiles or undersea nuclear assets, rather than conduct an actual nuclear test. It’s unclear if Trump wants to see tests of missiles capable of delivering a nuclear weapon, or tests that involve actual nuclear explosions.

China’s expanding nuclear stockpile has been a fixation for Trump and also appeared in his rationale when he said that the United States needed to retake control of Bagram Air Base in Afghanistan.

The comments also come after Russia announced that it had successfully tested a nuclear-powered super torpedo called Poseidon on October 29 and praised the successful test of a nuclear-powered cruise missile just three days before.

Russian President Vladimir Putin, however, has so far abstained from testing a nuclear weapon or carrying out a nuclear detonation.

The first Trump administration tried to start three-way nuclear talks with Beijing and Moscow as Washington looked to negotiate a new accord to replace the New START treaty, a foundational piece of arms-control infrastructure, that will expire on February 5, 2026.

China rejected joining those talks in 2020, but the talk of future US tests could push Beijing to the negotiating table.

Russia suspended its participation in New START in February 2023, but it did not withdraw from the treaty, saying that it would continue to abide by the numerical limits in the treaty.

Did Beijing Overplay Its Hand On Rare-Earth Minerals?

Beijing shook global supply chains when it first brought in export controls in April on rare earth minerals. The move caused shortages overseas and highlighted China’s willingness to use its near monopoly on the 17 elements that make up smartphones, military drones, and medical devices.

Those curbs were expanded in October, specifically targeting elements in defense supply chains and the equipment used to process them.

While the agreement struck in Busan lifting those restrictions for a year, the fallout has already been severe.

Fearful of their dependence on China for the minerals, many Western countries have already looked to band together to create new supply chains, with the flow of rare-earths becoming a centerpiece of a G7 summit underway on October 30.

The European Union is also scheduled to sit down with China to discuss Chinese export controls on October 31.

European weapons producers supplying arms to Ukraine have warned that they could be affected by the shortage and the one year, restriction-free window could buy time for the United States and Europe to invest and procure new sources of minerals outside of China’s control.

Trump secured a number of rare earth and critical mineral deals before and during his trip to Asia, inking deals with Australia, Japan, Malaysia, Pakistan, Thailand, and Ukraine, among others.

“There is a sense that China may have overplayed its hand on rare-earths,” Ferenczy said. “This shows that there is appetite for collective action to counter weaponization of rare-earths by China.”

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About The Newsletter

In recent years, it has become impossible to tell the biggest stories shaping Eurasia without considering China’s resurgent influence in local business, politics, security, and culture.

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