Say Goodbye to Kazakhstan Oil

Peter Zeihan 5 min

Kazakhstan relies on Russian infrastructure for oil processing. Expect more attacks on Russian infrastructure that largely exists to serve Kazakh needs.

Chapters

  1. 0:00

    Kazakhstan's Vulnerable Infrastructure

    Explains why Kazakhstan relies on Russian infrastructure for oil processing.

  2. 0:55

    The Sulfur Problem and Processing

    Describes how Kazakh gas requires Russian facilities to remove sulfur. States that most benefits from Kazakh resources flow to Russia. Predicts continued Ukrainian attacks on Russian infrastructure serving Kazakhstan.

  3. 3:08

    The Caspian Pipeline Consortium

    Identifies the CPC as a critical choke point for Kazakh exports. Outlines the dangerous route Kazakh oil must take to reach Asia.

Key points

  • 0:00

    Orenburg is not something that's industrially central for the Russians, but it is for Kazakhstan.

  • 0:55

    Kazakh gas fields are rich in sulfur and require Russian processing.

  • 0:55

    Almost all Kazakh oil and natural gas output falls into the category of Russian processing.

  • 0:55

    Expect more attacks on Russian infrastructure that largely exists to serve Kazakh needs.

  • 3:08

    The Caspian Pipeline Consortium is the single largest place for outsized impact.

  • 3:08

    Kazakh production has nowhere else to go if pipelines are hit.

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