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Qasym-Zhomart Toqaev (left) and Xi Jinping meet in Beijing in 2019.
Qasym-Zhomart Toqaev (left) and Xi Jinping meet in Beijing in 2019.

At a press conference on July 31, Kazakhstan's First Deputy Prime Minister Roman Sklyar revealed that China will build Kazakhstan's third nuclear power plant, further deepening Beijing's growing influence over the Central Asian country's nuclear future.

"The third plant (like the second one) will also come from China," Sklyar said, responding to a question from an RFE/RL journalist. "Our colleagues from the relevant agency are currently working on this matter."

The announcement follows an earlier June decision to award the second plant to China's state-run China National Nuclear Corporation (CNNC), just one day before President Xi Jinping visited Astana for the China–Central Asia summit.

China Rises, Russia Lingers

While Kazakhstan formally awarded the symbolic "first" nuclear power plant project to Russia's Rosatom in June, it now appears Astana is strategically dividing its nuclear infrastructure among major powers. This move, a demonstration of Kazakhstan's strategic foresight, is widely seen as a geopolitical balancing act: maintaining ties with Moscow while pivoting toward Beijing as a more reliable and less sanctioned partner.

"China is definitely one of the countries that has all the necessary technologies and the entire industrial base," said Almasadam Satqaliev, chairman of Kazakhstan's Atomic Energy Agency, during a June 15 announcement.

The contrast between the two projects is stark. While Rosatom remains tasked with building Kazakhstan's first nuclear plant, slated for completion by 2035 or later, it is heavily reliant on Russian export financing, which remains uncertain amid the Kremlin's ongoing war in Ukraine and deepening fiscal pressures and sanctions.

"Work on the issue of attracting state export financing at the expense of the Russian Federation has begun," the Kazakh government said in a statement in June.

Kazakh lawmaker Ermurat Bapi told RFE/RL that "CNNC is backed by China's robust industrial base, ample funding, and, most importantly, freedom from Western sanctions, making it a far more practical and politically safer partner for our country."

"This choice reassures us about the practicality and safety of Kazakhstan's nuclear future," Bapi said, adding that although Russia had been announced as the builder of the first nuclear plant, it is obvious that China will most likely be capable of accomplishing the so-called second nuclear plant or even the third one in Kazakhstan long before Rosatom accomplishes its project.

"So, the de facto first nuclear plant in Kazakhstan will most likely be built by China, not Russia," Bapi said.

Dosym Satpaev, an Almaty-based political analyst and head of the Risk Assessment Group, agreed with Bapi, saying, "Russia simply cannot finance major infrastructure right now."

"Sklyar's announcement about the decision to choose China to build the third plant came just as Russia declared that it will no longer build three thermal power stations in Kazakhstan, a $2 billion project promised in 2024," Satpaev noted.

Officials sort ballots cast at a polling station Shymkent during the national referendum on nuclear power plants in October 2024.
Officials sort ballots cast at a polling station Shymkent during the national referendum on nuclear power plants in October 2024.

Satpaev also pointed to the Akkuyu nuclear plant in Turkey, also being built by Russia's Rosatom, as a warning sign. There, workers recently staged protests over unpaid wages, reflecting Moscow's growing inability to honor long-term commitments due to its economic strain from sanctions and war.

"As Russia's Rosatom remains the contractor for Kazakhstan's first-ever nuclear power plant, costing an estimated $14 billion, it is an expensive and risky endeavor," Satpaev told RFE/RL.

Referendum As A Turning Point

The groundwork for Kazakhstan's nuclear resurgence was laid in October 2024, when the government held a controversial referendum on whether to pursue nuclear energy development. Officially, more than 71 percent of voters supported the plan, but the referendum was marred by widespread allegations of ballot-stuffing, low turnout in major cities like Almaty (25 percent), and the arrests of over 30 activists.

A drone view shows an electrical substation and the village of Ulken on the eve of the referendum on the construction of a nuclear power plant, in the Almaty region, Kazakhstan, on October 5, 2024.
A drone view shows an electrical substation and the village of Ulken on the eve of the referendum on the construction of a nuclear power plant, in the Almaty region, Kazakhstan, on October 5, 2024.

Many in Kazakhstan criticized the idea of building nuclear plants in the country, citing environmental problems inherited from decades-long Soviet-era nuclear tests in the country's northeast, Baikonur Cosmodrome's operations, and fears of Russian involvement in the project.

Nonetheless, the government used the results of the referendum to justify its energy ambitions and signal international investors that public backing, however manufactured, existed.

Astana's Nuclear Diplomacy: A Multi-Vector Strategy

Kazakh President Qasym-Zhomart Toqaev has repeatedly said Kazakhstan is open to partnerships with other countries, including South Korea's electric powerhouse KHNP and France's multinational electric utility company EDF, and has even floated the idea of an international consortium under the oversight of the International Atomic Energy Agency (IAEA).

However, the increasing strategic tilt toward China could strain Kazakhstan's relations with these other potential partners. This shift in alliances could have significant implications for Kazakhstan's foreign policy posture and its role in regional energy and security diplomacy.

Observers Report Intimidation Tactics In Kazakh Nuclear Power Vote
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Beijing has now been confirmed to operate the construction of two of the three planned plants, and Kazakhstan's top nuclear officials have publicly praised Chinese capabilities. A location for the third plant is expected to be announced before the end of 2025, Kazakh officials said.

According to Bapi, this emerging pattern reveals a significant shift in Kazakhstan's foreign policy posture: from passive balancing to active orchestration of great-power competition on its own terms.

"In choosing China as its primary nuclear partner, Kazakhstan is not just hedging against Russian volatility; it is asserting itself as an autonomous actor in regional energy and security diplomacy. This shift underscores Kazakhstan's growing autonomy and influence in regional diplomacy," Bapi emphasized.

"Kazakhstan's current maneuvering in this matter is the reflection of the ongoing global geopolitical changes," he said.

Why It Matters

Kazakhstan, the world's leading uranium producer, has long been viewed as a neutral zone between rival powers. But its strategic value has grown since Russia invaded Ukraine in February 2022, which definitely weakened Moscow's soft power in the post-Soviet space.

Now, Astana is leveraging its energy sector, notably nuclear, to build long-term security and economic leverage.

"Kazakhstan's multi-vector foreign policy is no longer about pleasing everyone equally; it's about picking winners in critical sectors while avoiding excessive dependency," Bapi said.

In March, Toqaev said, referring to the country's energy strategy: "We do not choose one partner -- we choose what is best for Kazakhstan."

However, Satpaev warns China's rapid strides in nuclear energy are not just about meeting energy needs.

"Building a nuclear power plant is never just about energy. It's a geopolitical project. The supplying country provides the reactors, technical support, consulting, and often maintenance. That makes the host country dependent, both strategically and technologically," he said.

"This dependence can have significant geopolitical implications, potentially compromising the host country's sovereignty and security."

Satpaev warned that by splitting its nuclear future between China and Russia, Kazakhstan risks undermining its national energy security, and by extension, its national sovereignty. This division could lead to a lack of control over the country's energy resources, making it vulnerable to external influence, he stressed.

"In times of war, we've seen what happens. The aggressor's first move is often to strike or choke off energy infrastructure. By relying on two major geopolitical players, Kazakhstan is compromising its independence," Satpaev said.

A collage with Ukrainian President Volodymyr Zelenskyy, US President Donald Trump, Chinese leader Xi Jinping, and Russian President Vladimir Putin.
A collage featuring world leaders Ukrainian President Volodymyr Zelenskyy, US President Donald Trump, Chinese leader Xi Jinping, and Russian President Vladimir Putin.

Ahead of an August 8 deadline set by US President Donald Trump for the Kremlin to stop the fighting in Ukraine, Washington is looking to squeeze Moscow economically and has found a new target: Russian oil sales to China.

Reining in how much oil China buys from Russia has become an unexpected sticking point in ongoing US-China trade talks in Stockholm, where both sides are looking to settle many of their differences in order to avert punishing tariffs and reach a broader trade deal.

With Trump growing increasingly frustrated with Russian President Vladimir Putin for spurning past efforts to broker peace in Ukraine, Washington is hoping to gain more leverage by denying Moscow billions in revenue.

"The administration has come to the realization of how important Russian oil sales to China are," Dennis Wilder, who was a top White House China adviser to former US President George W. Bush, told RFE/RL. "Without them, you can argue that the Russian economy would have already gone into a tailspin."

But getting Beijing to meet the US demand is proving difficult, with Chinese officials refusing to reduce the country's oil purchases during the ongoing talks. In response, US Treasury Secretary Scott Bessent has raised the possibility of a 100 percent tariff.

"China will always ensure its energy supply in ways that serve our national interests," China's Foreign Ministry posted on X last week, responding to the threat of further tariffs. "Coercion and pressuring will not achieve anything. China will firmly defend its sovereignty, security, and development interests."

Former officials and energy analysts who spoke to RFE/RL say China is unlikely to stop buying Russian oil but could be willing to limit its purchases for a short period as a goodwill gesture while both Beijing and Washington look to strike an economic bargain that could be a precursor to a potential summit between Trump and Chinese leader Xi Jinping, which reportedly could take place in October.

"It's possible that Beijing could decide to subtly reduce their monthly imports of Russian oil, but I wouldn't expect them to completely cut them off or to publicly announce any change if they do," Wilder said.

Can The US Convince China To Stop Buying Russian Oil?

Whether Washington can get Beijing to cut back on Russian oil will depend on the complex US-China trade talks under way in Sweden that face an August 12 deadline to reach a deal.

Beyond pushing China on Russian oil, Washington has also demanded that Beijing stop purchasing oil from Iran, which is subject to US sanctions. Iran currently sends more than 90 percent of its oil exports to China.

Russia supplies approximately one-fifth of China's total oil, analysts say.

Trump has also ramped up pressure on India, which has shifted between first and second position alongside China as the top buyers of Russian oil since Moscow's full-scale invasion of Ukraine in February 2022.

In an August 4 post on Truth Social, Trump said he will be "substantially raising" tariffs on India over its purchases of Russian oil, having already threatened a 25 percent tariff on Indian goods.

Curbing Chinese and Indian purchases would be felt in Moscow, but Beijing also has cards to play against the United States, analysts say.

The White House is now actively encouraging China to buy more US products, including American technology. Trump and Bessent have also said they want China to make it easier for US businesses to operate and also increase Beijing's purchases of US energy.

But China has also used its dominant position in the flow of rare earths, an essential group of elements that are needed to manufacture everything from electric vehicle batteries to vital defense technology, to get concessions of its own.

This was underscored in July when the United States relaxed a ban on sales of jet engines and Nvidia's H20 artificial-intelligence chips in exchange for Beijing lifting restrictions on the sale of rare earths.

Pushing too hard on oil purchases could risk derailing some of the trade progress already made by US and Chinese negotiators.

"Beijing has demonstrated that its restrictions on exporting rare earths are a powerful weapon, and the US administration wouldn't want to jeopardize this fragile truce," Maria Shagina, a senior fellow at the International Institute for Strategic Studies, a London-based think-tank, told RFE/RL.

What Leverage Does Washington Have With China?

Beijing may also be hesitant to undertake any moves that could hurt Russia's war effort against Ukraine.

China has been one of Russia's closest backers, with Putin and Xi declaring a "no limits" partnership shortly before the Kremlin launched its full-scale invasion in February 2022. While Beijing has stopped short of sending lethal aid, Chinese firms have supplied the bulk of the dual-use products that have allowed Moscow to replenish its supply of missiles, drones, and other munitions throughout the war.

In July, Chinese Foreign Minister Wang Yi told EU foreign policy chief Kaja Kallas that Beijing couldn't accept Russia's defeat in the war as it would free up Washington to focus on China. The comments were first reported by the South China Morning Post and later confirmed by RFE/RL.

Experts say a bipartisan bill introduced in the US Senate could also factor in as a negotiating tool for Washington against Beijing.

The legislation would impose tariffs of up to 500 percent on countries that support Russia’s war machine by buying its oil and gas, with China and India as the two main targets. But enacting such measures, should the bill be passed by Congress, would escalate tensions sharply.

In the meantime, Beijing is weighing its options, including limiting oil purchases from Russia but also looking to entice the Trump administration with promises to invest more in the United States and to increase sales of US energy and agricultural products.

Joe Webster, an expert of China and Russia’s energy relationship at the US-based Atlantic Council think tank, says that it’s more likely to see Beijing increase purchases of US energy than to cut back on buying Russian oil.

"Increasing US exports is a fairly straightforward step [China] could take," he told RFE/RL. "Reducing imports from Russia is more of a challenge, as that could still lead to real material pain for Russia, and Beijing clearly does not want Moscow to lose the war."

But even that could be met with hesitation from Beijing.

Chinese officials have long worried that the United States and its allies could hamstring the nation's economy by choking off its supply of foreign oil, leading to China investing hundreds of billions of dollars into boosting its own domestic production and building the world’s top electric-vehicle industry.

"Beijing doesn't seek dependency on anyone, including Russia, but especially the United States," Webster said. "This will be met with reluctance."

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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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