Kazakhstan

Balancing Russia, China, and the West at the Heart of Eurasia

Kazakhstan is simultaneously the world’s largest landlocked country, the world’s largest uranium producer, one of the world’s largest oil exporters, and the state most consequentially positioned at the geographic centre of the Eurasian landmass. Its 2.7 million square kilometres span the steppe, desert, and mountain range that separated the Russian Empire from China and connected the Silk Road’s northern routes. For three decades after independence it was governed by one man, Nursultan Nazarbayev, whose genius was recognising that a country surrounded by two great powers needed to be useful to both simultaneously. The January 2022 uprising that nearly toppled his successor — and the CSTO intervention that stabilised it — exposed both how fragile that balancing act had become and how deeply Kazakhstan’s security still depends on the Russian relationship it has worked so hard to relativise.

Geographic Position

Kazakhstan’s geography is at once its greatest strategic asset and its most persistent constraint. Spanning the vast steppe between the Caspian Sea to the west and the Altai mountains to the east, it shares the longest land border in the world with Russia (approximately 7,600 kilometres) along its entire northern flank. To the east lies China, whose Xinjiang region presses against Kazakhstan’s Almaty Oblast. To the south, Kazakhstan borders Kyrgyzstan, Uzbekistan, and Turkmenistan; to the southwest, its Caspian coast faces Azerbaijan and, across the water, Iran.

This position means Kazakhstan has no maritime access, must route all its exports through neighbouring states, and cannot pursue confrontational policies toward Russia or China without facing potentially devastating economic consequences. The Caspian Sea is not a true outlet — it is landlocked itself, connected to global shipping only through the Russian river and canal system or overland routes. The only viable export route for Kazakh oil that does not cross Russian or Chinese territory runs through the Caspian to Azerbaijan and onward through the BTC pipeline to the Turkish port of Ceyhan — a route that provides some diversification but not genuine independence.

The geographic centrality that makes Kazakhstan important to both Russia and China’s connectivity projects also makes it a potential transit hub for the growing trade between European Union and Asian economies. The Trans-Caspian International Transport Route (the “Middle Corridor”) linking China through Kazakhstan, Azerbaijan, and Turkey to Europe has gained significant attention since Russia’s invasion of Ukraine made Northern Corridor routes politically untenable for European shippers.

Historical Development

The Kazakh Khanate, established in the fifteenth century as Mongol successor states fragmented, was the political expression of the nomadic Kazakh people across the vast steppe. The khanate divided into three zhuz (hordes) — the Senior, Middle, and Junior Zhuz — which maintained distinct tribal federations with periodic unifying leadership. Russian imperial expansion reached the steppe progressively through the eighteenth and nineteenth centuries; the Junior Zhuz sought Russian protection from Dzungar raids in 1731, beginning a process of incorporation that culminated in full Russian control by the 1860s.

Soviet collectivisation under Stalin imposed devastating consequences on Kazakh nomadic society. The forced sedentarisation of nomads and collectivisation of livestock between 1929 and 1933 produced a famine — the Asharshylyk — that killed an estimated 1.5 million Kazakhs, roughly 40 percent of the ethnic Kazakh population at the time. The demographic wound was compounded by the mass settlement of Russians, Ukrainians, Germans, Koreans, and others deported to or encouraged to populate Kazakhstan; by 1960, ethnic Kazakhs were a minority in their own republic.

The Semipalatinsk nuclear test site — used by the Soviet Union from 1949 to 1989 for 456 nuclear detonations, including 116 atmospheric tests — is perhaps the most concrete symbol of the colonial relationship between Moscow and Kazakhstan. The surrounding region suffered multigenerational health consequences, with elevated rates of cancer, birth defects, and other radiation-related illnesses that persist decades later. The anti-nuclear movement that emerged around Semipalatinsk, led by poet Olzhas Suleimenov, was one of the first major civil society mobilisations in Soviet Central Asia and fed directly into the independence movement.

Kazakhstan declared sovereignty in October 1990 and formal independence in December 1991, after the Soviet Union’s dissolution was already effectively complete. Unusually, it was one of the last Soviet republics to declare independence — a reflection of Nazarbayev’s caution and of the republic’s economic dependence on Russian industrial supply chains.

Political System

Nursultan Nazarbayev governed Kazakhstan from its independence until March 2019 — 28 years of almost unbroken personal rule. His longevity reflected genuine political skill rather than simple brutality. He maintained a multi-ethnic social compact, delivered rising living standards during the oil boom years, positioned Kazakhstan as a responsible international actor (hosting OSCE summits, nuclear nonproliferation dialogues, and diplomatic mediations), and suppressed political opposition without the ostentatious violence of Central Asian peers like Uzbekistan under Karimov.

The formal transfer of power to Kassym-Jomart Tokayev in March 2019 was designed as a managed succession that preserved Nazarbayev’s behind-the-scenes influence. Nazarbayev retained the title “First President” and “Elbasy” (Leader of the Nation), retained chairing the Security Council, and had family members in key economic and political positions. The arrangement — common in Central Asian transitions — was intended to provide continuity while providing nominal democratic legitimacy.

The January 2022 uprising shattered this arrangement. Beginning with protests over liquefied petroleum gas price increases in Zhanaozen — the western oil city already scarred by a 2011 massacre of striking workers — demonstrations spread rapidly to Almaty and other major cities, taking on a character that went far beyond fuel prices. Crowds stormed government buildings; Almaty’s international airport was seized; reports emerged of coordinated armed groups among the protesters. The violence killed at least 238 people by official count (the true toll is disputed). Tokayev requested CSTO (Collective Security Treaty Organisation) intervention — effectively inviting Russia to deploy troops on Kazakhstani soil for the first time since independence.

The CSTO intervention lasted roughly two weeks. Russian paratroopers secured key installations while Kazakhstani security forces reasserted control over Almaty. The episode had two lasting consequences: it demonstrated that Tokayev was willing to override Nazarbayev-era hesitancy about Russian military presence, and it gave Tokayev the pretext to sideline Nazarbayev’s family and associates in a sweeping consolidation of personal power. By mid-2022, Nazarbayev had been stripped of his Security Council chairmanship, his son-in-law had been arrested, and the capital city of Nur-Sultan had been renamed back to Astana.

Economic Power

Kazakhstan’s economy is built on a hydrocarbon base that provides both the country’s international leverage and its primary vulnerability to price volatility. The Tengiz and Kashagan oil fields in the western Atyrau region are among the largest ever discovered; the Tengiz field alone has produced over 3 billion barrels since commercial development began in the 1990s. Kazakhstan exports roughly 1.5-1.8 million barrels of oil per day, the vast majority routed through the Caspian Pipeline Consortium (CPC) pipeline to Russia’s Black Sea port of Novorossiysk.

The CPC route dependence proved strategically uncomfortable after Russia’s February 2022 invasion of Ukraine. When Kazakhstan declined to recognise Russia’s annexation of Ukrainian territory or sanction Russia, Moscow responded with what appeared to be retaliatory “technical disruptions” to CPC pipeline flows, reducing Kazakhstani export capacity for months. The episode accelerated Kazakhstan’s search for export diversification — including expanded use of the Trans-Caspian route — but the fundamental CPC dependence cannot be quickly overcome.

Uranium production is Kazakhstan’s second globally significant extractive industry. With roughly 45 percent of global uranium production, Kazakhstan is the indispensable supplier to nuclear power programmes worldwide; Kazatomprom, the state uranium company, is the world’s largest uranium producer. Western countries pursuing nuclear energy expansion as part of decarbonisation strategies have found themselves uncomfortably dependent on Kazakh supply — a dependency that geopolitical events in Russia and Kazakhstan’s Eurasian relationships make strategically sensitive.

Beyond hydrocarbons and uranium, Kazakhstan has invested oil windfall revenues into a National Fund (established 2000) that holds approximately $60-70 billion in assets, providing a sovereign buffer against commodity price volatility. The government has pursued economic diversification through its “Kazakhstan 2050” strategy, with moderate success in developing food processing, minerals, and service sectors.

The Multi-Vector Foreign Policy

Nazarbayev’s strategic concept of “multi-vector” foreign policy — maintaining balanced relationships with Russia, China, and the West simultaneously, without aligning decisively with any — has been the defining framework of Kazakhstani diplomacy for three decades. The logic is elementary: a landlocked country surrounded by two great powers cannot afford to antagonise either, and cultivating Western relationships provides both economic diversification and a third vector of leverage against excessive dependence on Moscow or Beijing.

In practice, multi-vector policy means Kazakhstan belongs to Russian-led institutions (CSTO, Eurasian Economic Union) while also hosting US and Western oil companies (Chevron and ExxonMobil are the dominant partners in Tengiz and Kashagan respectively), maintaining Chinese investment in the energy sector, and positioning itself as a diplomatic broker — hosting Syrian peace talks, Israeli-Palestinian contacts, and various multilateral dialogues that reinforce Kazakhstan’s image as a responsible neutral.

The Ukraine war has strained this model severely. Kazakhstan has refused to recognise Russia’s annexation of Crimea (since 2014) and of the four Ukrainian oblasts (since 2022). Kazakhstani officials have repeatedly stated that Kazakhstan would comply with Western secondary sanctions on Russia — a significant gesture given the depth of economic integration. President Tokayev publicly contradicted Putin at the St. Petersburg Economic Forum in June 2022, stating that Kazakhstan would not help Russia evade sanctions; the statement was remarkable for its directness and its public setting.

Yet Kazakhstan remains in the Eurasian Economic Union, which links its customs and monetary policies to Russia, and in the CSTO, whose intervention in January 2022 Tokayev himself requested. The asymmetry between formal institutional membership and rhetorical distancing from Russian aggression defines Kazakhstan’s current position — deeply uncomfortable but without an easy exit.

Russia Relationship

The Russia-Kazakhstan relationship is the most consequential bilateral constraint on Kazakhstani sovereignty. The approximately 7,600 kilometre shared border is the longest land border on earth; the 18 percent Russian-speaking minority in Kazakhstan (concentrated in northern regions bordering Russia) has been a persistent implicit threat, as Russian nationalist figures have periodically questioned whether northern Kazakhstan legitimately belongs to Russia. Nazarbayev’s decision to move the capital from Almaty to Astana (now renamed back from Nur-Sultan) in 1997 was partly explained by the desire to establish a Kazakhstani state presence in the Russian-dominated north.

The CSTO membership and Eurasian Economic Union participation are the structural expressions of Kazakhstan’s Russia dependence, but the relationship extends to language policy (Russian remains an official co-language and the dominant business language in northern cities), energy infrastructure (the Gazprom-owned pipeline system transiting Russia), and cultural and social ties (intermarriage, Soviet-era institution-sharing, media consumption) that cannot be quickly dissolved.

Kazakhstan has pursued a careful “Kazakhisation” — promoting the Kazakh language in official contexts, renaming streets and cities, introducing Latin-alphabet scripts for Kazakh — without triggering the kind of confrontational russophone backlash seen in Ukraine. The balance has held, but the January 2022 crisis, and Russia’s subsequent behaviour in Ukraine, have accelerated the pace of distancing.

China Relationship

China is Kazakhstan’s largest trading partner and a major investor in the hydrocarbon sector. The China-Kazakhstan oil pipeline, completed in 2006, provides an alternative export route (though smaller capacity than CPC) for Kazakhstani oil to Chinese refineries in Xinjiang. Chinese companies have invested in potassium fertiliser, grain processing, and infrastructure. Belt and Road Initiative projects have funded road and rail links that make Kazakhstan a transit corridor for Chinese goods moving overland to European markets.

The relationship has a delicate domestic dimension: Kazakhstan hosts the largest Kazakh diaspora in China — the Kazakhs of Xinjiang, perhaps 1.5 million people — who have been affected by the same mass detention and surveillance programmes applied to Uyghurs in the region. Reports of Kazakhstani citizens detained in Chinese internment camps, and of Kazakhs in Xinjiang pressured to renounce their Kazakhstani citizenship, created public outrage in Kazakhstan that the government was forced to acknowledge, even as it avoided formal diplomatic protests that would damage economic ties with Beijing.

Chinese demographic and economic presence has generated a periodic “sinophobia” in Kazakhstani public discourse that politicians cannot entirely ignore. Protests against Chinese land acquisition proposals, against perceived Chinese overcrowding of local businesses, and against the Xinjiang detention camps have punctuated the bilateral relationship. The government walks a line between maintaining the economic partnership and managing domestic nationalist sentiment against Chinese influence — a tension that will intensify as Chinese investment grows.

Turkey Relationship

Turkey represents Kazakhstan’s third major external relationship — less economically dominant than Russia or China but symbolically and increasingly substantively important. The two countries share Turkic linguistic and cultural heritage; Kazakhstan is a founding member of the Organisation of Turkic States (formerly the Turkic Council), which Turkey leads and which now includes Azerbaijan, Uzbekistan, Kyrgyzstan, and observer states. Turkey has invested in educational institutions, media, and civil society in Kazakhstan, building soft power through cultural affinity.

The relationship has gained strategic weight since 2022, as Kazakhstan seeks to diversify away from Russian-controlled transit routes. The Trans-Caspian International Transport Route — crossing the Caspian to Azerbaijan and onward through Turkey — runs through Turkish territory to reach European markets. Turkey’s positioning between Russia, Central Asia, and Europe gives it a natural role as a transit and diplomatic intermediary that Kazakhstan is eager to cultivate.

Western Engagement

The United States and European Union engage Kazakhstan primarily through the energy investment nexus, with Chevron and ExxonMobil’s Tengiz and Kashagan partnerships making US commercial interests in Kazakhstan substantial. US security engagement has included cooperation on nuclear nonproliferation (Kazakhstan surrendered the Soviet nuclear arsenal inherited at independence — over 1,400 warheads — one of the most significant non-proliferation decisions of the post-Cold War era), military training, and the Northern Distribution Network used to supply NATO forces in Afghanistan.

Western democracy promotion has achieved limited results but maintains a presence through civil society funding and diplomatic engagement. Kazakhstan’s human rights record — restricted political competition, suppression of independent media, labour rights abuses — has been a consistent source of Western criticism that Kazakhstan manages through selective engagement and hosting of high-profile international events (the 2010 OSCE Summit was a particular diplomatic achievement for Nazarbayev).

Caspian Sea Status

The legal status of the Caspian Sea was contested for decades. Soviet-era agreements treated it as a Soviet-Iranian lake; post-Soviet fragmentation created five littoral states — Russia, Kazakhstan, Azerbaijan, Turkmenistan, and Iran — with conflicting interests over resource rights, transit routes, and military access. The 2018 Convention on the Legal Status of the Caspian Sea, signed after two decades of negotiation, resolved the status as a “special body of water” — neither sea (which would trigger UNCLOS) nor lake (which would have divided it equally). The convention divided the seabed for resource exploitation while keeping the water column legally shared, and restricted military vessels to those of littoral states — effectively barring US naval presence that Iran and Russia had long opposed.

Strategic Significance

Kazakhstan matters to the international system in ways that extend well beyond Central Asia. Its uranium supply is structurally important to global nuclear energy; its Caspian oil production is relevant to global supply; its position as the most viable overland transit route between East Asia and Europe makes it a prize in both Russian and Chinese connectivity strategies. Its management of the Russia-China-West triangle — with greater sophistication than any other post-Soviet state — has lessons for how medium-sized countries navigate great-power competition. And its internal stability — demonstrated as fragile by 2022 but still more durable than Central Asian peers — has significant implications for the broader regional security architecture.

Future Outlook

The decade ahead will test Kazakhstan’s multi-vector strategy more severely than its first thirty years. The Eurasian Economic Union’s functionality may be permanently impaired by Western sanctions on Russia, forcing choices that the multi-vector model was designed to avoid. China’s growing economic dominance in Central Asia — as Russian purchasing power declines under sanctions — risks replacing Russian dependence with Chinese dependence, rather than achieving genuine multi-polarity. The domestic political consolidation under Tokayev remains incomplete; his legitimacy rests on economic performance and the managed distribution of oil revenues, both of which are exposed to global commodity price volatility.

Kazakhstan’s nuclear power ambitions — the government is considering building a Russian-designed reactor, a decision that a 2024 national referendum narrowly approved — illustrate the ongoing difficulty of reducing Russian energy dependence without immediately substituting Chinese dependence. The country that navigated Soviet collapse, Nazarbayev’s succession, and Russian military deployment in 2022 has demonstrated remarkable resilience. Whether that resilience can survive a long-duration great-power conflict on its doorstep is the defining question of the next decade.

Sources & Further Reading

  • “The New Silk Roads” by Peter Frankopan (2018) — Accessible account of how Central Asian connectivity is reshaping global geopolitics, with Kazakhstan positioned as a pivotal transit state in competing Chinese and Russian infrastructure visions.

  • “Kazakhstan: Unfulfilled Promise” by Martha Brill Olcott (2010, 2nd ed.) — The definitive Western academic account of Kazakhstan’s first two decades, covering political development, economic transformation, and the paradoxes of Nazarbayev’s modernisation project.

  • “Soviet Nuclear Weapons in Kazakhstan” by Togzhan Kassenova (2022) — Detailed account of Kazakhstan’s nuclear inheritance and disarmament, essential background for understanding the country’s nonproliferation diplomacy and its relationship with the United States.

  • “The Eurasian Economic Union: Power, Politics and Trade” by Rilka Dragneva and Kataryna Wolczuk (2017) — Academic analysis of the EEU’s functioning and the political dynamics that shape Kazakhstan’s membership, particularly the asymmetry between Russian and Kazakhstani preferences.

  • “Fractured Continent: Europe’s Crises and the Fate of the West” by William Drozdiak (2017) — Broader European context for understanding how disruptions to Russian transit routes through the Ukraine war have elevated Central Asian transit — and Kazakhstan specifically — in European strategic thinking.