American
A Deal for 22 Strategic Minerals
In February 2026, the United Kingdom signed an agreement with Kazakhstan for the supply of 22 critical minerals, identified in the British government report as essential for modern technologies. The agreement, announced during a visit by Foreign Minister Yvette Cooper, aims to diversify supplies away from dependence on China. Kazakhstan already produces 22% of the 36 vital minerals for the United Kingdom, including tungsten and niobium.
The Logistics of Critical Minerals
Kazakhstan exports minerals through ports such as Aktau and Kuryk, connected by rail to the internal transport system. The Kazakh railway network, managed by Kazakhmys, covers 12,000 km and includes lines dedicated to mineral transportation. The minerals are then transferred to the port of Felixstowe in England, where they will arrive by ship from Rotterdam or Bremerhaven. The logistics chain involves a transit time of 12-15 days, with estimated transportation costs of $150 per ton.
The Geography of Beneficiaries
Britishvolt, a battery manufacturer for electric vehicles, has already announced supply agreements with Kazakhstan. Glencore, operating in Kazakhstan, manages 30% of global tungsten reserves. In return, Kazakhstan will receive sustainable mining technologies from Anglo American, which has invested $200 million in new mineral separation plants. The ports of Felixstowe and Dover will record an 18% increase in containerized traffic by 2027.
A Tactical Plan for 2026
The UK-Kazakhstan agreement reveals a precise infrastructural strategy: to diversify logistics hubs to reduce vulnerability to the Chinese chain. The indicators to monitor are the volume of Kazakh exports to the United Kingdom (data from the Kazakh Customs Service) and the price of niobium (which rose 22% in 2025). The official narrative speaks of “reduced dependence,” but the operational mechanism shows a physical relocation of routes, not a simple change of supplier.
Photo by ekrem osmanoglu on Unsplash
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