张口就来，美方扬言：这个中亚国家矿多，要挤走中企

Core Viewpoint - The United States is increasing tariffs on Kazakhstan, which is seen as a strategic move to gain access to the country's rich mineral resources, particularly in the context of reducing reliance on China and Russia [1][2]. Group 1: U.S. Tariff Measures - The U.S. has imposed a 25% tariff on Kazakhstan, effective August 1, which is puzzling given the limited trade volume between the two countries, amounting to approximately $3.4 billion in total trade last year [1]. - The U.S. trade deficit with Kazakhstan was reported at $1.3 billion [1]. Group 2: U.S. Diplomatic Strategy - Julie Stufft, the nominated U.S. ambassador to Kazakhstan, emphasized the importance of diversifying supply chains and enhancing cooperation in critical minerals, framing it as a national security issue [2]. - Stufft aims to position U.S. companies as preferred partners in Kazakhstan, seeking to counteract the influence of Chinese and Russian enterprises [2][6]. Group 3: Kazakhstan's Resource Potential - Kazakhstan is recognized for its significant reserves of uranium, gold, and other metals, and is becoming a key player in the supply of critical minerals and rare earth metals necessary for advanced technologies [6]. - The Kazakh government has announced the discovery of a large rare earth mineral deposit, which could position the country as one of the largest rare earth reserves globally [6]. Group 4: Historical Context and Future Outlook - Historically, the U.S. was a major investor in Kazakhstan, particularly in oil and gas, but investment has declined since peaking in 2022 [7]. - In 2024, the issuance of mining exploration licenses in Kazakhstan increased by over 50%, attracting interest from multiple international companies, including those from the U.S. [7]. Group 5: Regional Dynamics - Analysts suggest that the U.S. tariff threats may inadvertently push Kazakhstan closer to China and Russia, as the region seeks stable partnerships amid rising barriers from the U.S. [8]. - Kazakhstan's economic ties with China have deepened significantly, with trade volumes now ten times greater than those with the U.S., indicating a shift in regional alliances [8].