Kazakhstan's Aluminum Sector: $12.6 Billion Investment from China to Reshape Central Asia's Industry
Kazakhstan's integrated aluminum production is set for transformation with a $12.6 billion investment from China's East Hope Group. This project aims to enhance production capacity and establish a sustainable aluminum complex, potentially impacting regional supply dynamics.
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China's East Hope Group is investing $12.6 billion in a fully integrated aluminum complex in Kazakhstan, targeting a 2028 completion for its first phase, which includes an alumina refinery and a primary aluminum smelter. Kazakhstan's Eurasian Resources Group dominates the regional aluminum sector, producing approximately 259,700 tonnes of primary aluminum and 1.3 million tonnes of alumina annually.
Tajikistan's TALCO, constrained by a lack of domestic bauxite, operates below capacity, with 82,200 tonnes produced in 2024. Uzbekistan's economy is growing, increasing its demand for aluminum, while the other Central Asian republics play minor roles in the sector. The East Hope project may disrupt existing supply chains and alter market dynamics significantly.
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