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Kazakhstan plans coal power expansion for AI goals

Created at 1 Jul · 4:05 PM1 source↑ Market-relevant
IN SHORT

Kazakhstan announced an energy security plan to add coal-fired capacity through 2035 and modernize its existing fleet to support artificial intelligence (AI) development. The country aims to commission 7.4GW of new coal capacity and 5.9GW of renewables by 2029.

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Key Numbers

26.3GWnew generation capacity by 2035
13.3GWcapacity targeted by 2029
7.4GWnew coal capacity by 2029
5.9GWrenewables capacity by 2029
$15.5bnproject to boost coal-fired power
19projects in the broader plan
8newbuild coal-fired plants
11coal-fired plant overhauls
27.1GWcurrent power capacity
13.7GWcurrent coal-fired capacity
126.5TWhexpected total power generation this year

Who's Involved

Kazakhstan
central Asian country announcing energy and AI plans
Yerlan Akkenzhenov
energy minister
Ministry of AI and digital development
newly established ministry to develop AI data centers
Energy Ministry
confirmed details of the energy plan
Kazakhtelecom
state-owned company to work on AI data centers

↳ Why This Matters

Kazakhstan's decision to expand coal power for AI development highlights a potential conflict between energy security needs and climate goals, as the country seeks to leverage AI while relying on fossil fuels for its energy infrastructure.

Key facts

  • Kazakhstan plans to add 26.3GW of generation capacity by 2035.
  • By 2029, 7.4GW of new coal-fired capacity and 5.9GW of renewables are targeted.
  • The new coal capacity is intended to support energy-intensive AI infrastructure and data centers.
  • A $15.5bn project to boost coal-fired power was approved in March.
  • Kazakhstan's current power capacity is 27.1GW, with 13.7GW from coal.

Kazakhstan has unveiled a new energy security strategy that includes expanding coal-fired power generation through 2035 and modernizing its existing coal fleet, with the stated aim of supporting the country's artificial intelligence (AI) goals. The central Asian nation plans to add a total of 26.3GW of generation capacity by 2035, with a significant portion, 13.3GW, targeted for commissioning by 2029. This 2029 target includes 7.4GW of new coal-fired capacity and 5.9GW from renewable sources.

The ministry indicated that an overhaul of the country's infrastructure could meet its power needs as early as 2027 and establish a sustainable surplus. The addition of new coal-fired capacity by 2029 is seen as crucial for building energy-intensive AI infrastructure and large data centers. This initiative builds upon a previously approved $15.5bn project aimed at increasing coal-fired power generation.

The Ministry of AI and Digital Development, established in September, will collaborate with the Energy Ministry and the state-owned telecommunications company Kazakhtelecom to develop AI data centers. The Energy Ministry confirmed that the broader plan encompasses 19 projects, comprising eight new coal-fired power plants and the modernization of 11 existing ones. Currently, Kazakhstan possesses 27.1GW of power capacity, with 13.7GW from coal, 7.1GW from gas, 2.5GW from hydro, and 3.8GW from other renewables. Total power generation is projected to reach at least 126.5TWh this year, compared to 123.1TWh last year, while consumption was 124.6TWh.

Frequently asked questions

Kazakhstan plans to add 26.3GW of generation capacity by 2035, including new coal-fired power and modernization of existing plants, to support its AI goals.

The country aims to commission 7.4GW of new coal-fired capacity by 2029.

This ministry will collaborate with the energy ministry and Kazakhtelecom to develop AI data centers.

Kazakhstan currently has 27.1GW of power capacity, with the largest share (13.7GW) coming from coal.

What Happens Next

01Kazakhstan aims to commission 13.3GW of new generation capacity by 2029.
02The Ministry of AI and Digital Development will work with other entities to develop AI data centers.

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Cadence

How It Developed

Kazakhstan plans to add 26.3GW of generation capacity by 2035.
The country aims to commission 13.3GW by 2029, including 7.4GW of coal and 5.9GW of renewables.
New coal capacity by 2029 will support AI infrastructure and data centers.
A broader $15.5bn project to boost coal-fired power was approved in March.
The ministry of AI and digital development will collaborate on AI data centers.
Nineteen projects are expected, including eight new coal plants and 11 overhauls.

Sources

T1
Kazakhstan announces new coal-fired energy, AI plansArgus Media

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