The Central Asia Opportunity

Kazakhstan's abundant and competitively priced energy resources are attracting a new class of capital — including data centre operators and other infrastructure investors whose models depend on reliable, low-cost power. The country produces approximately 100 TWh of electricity annually, with significant untapped hydroelectric and wind potential.​

Kazakhstan ranks among the top five global producers of several critical minerals, including a number that directly underpin the semiconductor and AI supply chain. Of the 54 minerals on the US critical minerals list, Kazakhstan has proven reserves or active production of roughly half. It is a market of growing strategic interest to Western capital seeking to diversify supply chains.

Kazakhstan is the world's largest uranium producer, accounting for approximately 43% of global supply, and holds some of the world's largest reserves of rare earth minerals. ODHIN's long-standing relationships at Kazatomprom — built over years at senior levels — provide deep market knowledge and access.

Kazakhstan's commercial real estate market has matured considerably over the past decade, with a number of international companies now holding Tier 1 assets — prime office, retail, and hospitality. We work with these asset owners on exit strategies, providing access to an investor community not accessible by mainstream brokers.

Kazakhstan produced 99.6 million tons of crude oil in 2025, a 12% increase on the prior year, driven by major field expansions at Tengiz, Kashagan and Karachaganak. Increasing production has created sustained demand for service and supply companies. Access to conventional bank financing in this segment remains constrained presenting an opportunity for alternative investors.

Kazakhstan's petrochemical sector remains significantly underdeveloped relative to its hydrocarbon base — but that is changing. The government has committed $15 billion across six major projects through 2030. The financing gap left by conventional lenders represents a substantial opportunity for international investors.