US-backed mining projects in Kazakhstan aim to challenge China's tungsten dominance

The United States is backing mining projects in Kazakhstan to establish a new supply chain for tungsten, a strategic metal that China has dominated for decades. While Chinese firms already have operating mines in the region, the American-supported ventures aim to diversify global sources. One outlet shortage has hit U.S. oil-field equipment manufacturers hard; Ulterra Drilling Technologies reports a price increase of as much as 50 % for drill-bit production over the past year.

In response, the company is moving toward steel-body drill bits, even though tungsten-rich bits typically last longer in hard rock. Industry analysts note that China’s deep investment and infrastructure give it a strong advantage, making any rapid shift in market share unlikely. Nonetheless, the Kazakh projects represent a strategic attempt to reduce reliance on Chinese tungsten supplies.