The purpose of this paper is to analyze the geopolitical competition between China and India over securing energy supplies from Central Asia, and to assess the strategic significance of this rivalry within the broader context of regional and global power dynamics. By applying realist and regional security theories, the study seeks to understand how both countries’ energy needs shape their foreign policies, alliance strategies, and infrastructure investments. It also aims to highlight Central Asia’s evolving role as a critical energy hub and to explore how this competition influences regional stability, energy security, and the emerging multipolar international order.
This study adopts a qualitative analytical approach grounded in the theoretical frameworks of Realism and Regional Security Complex Theory. It utilizes the “Balance of Power” methodology developed by Buzan and Wæver to examine the strategic behaviors of China and India in Central Asia. The research relies on secondary data sources, including policy documents, international energy reports, and academic literature, to assess each country’s energy strategies, foreign policy alignments, and regional engagements. Through comparative analysis, the study identifies patterns of competition and cooperation, providing a comprehensive understanding of how energy security drives geopolitical dynamics in Central Asia.
The study finds that energy security is a central driver of China and India’s foreign policies toward Central Asia. China has established dominance through infrastructure investments, pipeline networks, and economic integration, while India pursues a balancing strategy via political partnerships and transport corridors. Both countries view Central Asia not only as an energy source but also as a strategic buffer zone. Their competition reshapes regional alliances and heightens security tensions, particularly around border disputes and maritime routes. However, institutional engagements offer potential pathways for cooperation, suggesting that managed rivalry could stabilize the region and enhance mutual energy security.
This study is limited by its reliance on secondary data and publicly available sources, which may not capture the most recent or classified developments in China and India’s energy diplomacy. Additionally, the dynamic nature of regional politics and shifting global energy markets could alter strategic calculations after the period of analysis. Despite these limitations, the research provides valuable insights into the interplay between energy security and geopolitics. It highlights the need for further empirical studies and policy-oriented research on the evolving roles of regional institutions and the potential for cooperative frameworks to mitigate the risks of escalating Sino-Indian competition.
The study offers practical insights for policymakers and strategic planners in energy-importing and transit countries. Understanding the geopolitical motives behind China and India’s energy strategies enables Central Asian states to negotiate from stronger positions and diversify their partnerships. It also informs regional organizations and global powers seeking to maintain stability in a competitive environment. For India, the findings highlight the importance of overcoming geographic constraints through infrastructure diplomacy. For China, they stress the risks of overreliance on energy corridors. Overall, the study underscores the need for inclusive, multilateral energy governance to reduce tensions and foster long-term regional cooperation.
The study underscores the broader social implications of the China-India energy rivalry in Central Asia, particularly its impact on regional development, employment, and stability. Strategic investments in infrastructure and energy projects can create economic opportunities and improve living standards in host countries. However, intensified competition may also exacerbate local inequalities, fuel political tensions, and provoke social unrest if not managed inclusively. Additionally, energy-driven foreign policies may overlook environmental and community concerns. The research highlights the need for socially responsible engagement and greater public participation in energy governance to ensure that geopolitical strategies translate into tangible benefits for local populations.
This paper offers original value by bridging energy security studies with geopolitical analysis of Sino-Indian competition in a region often overlooked in mainstream scholarship– Central Asia. It provides a nuanced, comparative assessment of how China and India deploy distinct strategic tools to secure energy, grounded in realist and regional security theories. The study enriches Arabic and global political economy literature by highlighting the centrality of energy in shaping foreign policy and regional influence. Its unique contribution lies in framing Central Asia not only as an energy source but as a pivotal arena in the emerging multipolar order, with global strategic consequences.
Energy occupies a central place in the development strategies of both advanced and emerging economies. As states strive to guarantee access to reliable and affordable energy supplies, foreign policy choices increasingly reflect—and are often explicitly driven by—energy needs.
This connection becomes especially visible in countries facing structural energy deficits, which are compelled to cultivate ties with producing states and to diversify the diplomatic and commercial channels through which energy flows.
In this wider setting, energy security has evolved into a multidimensional global concern that requires coordinated and institutionalized responses at both international and regional levels.
Organizations such as the United Nations, the G8, and various regional groupings have attempted to frame cooperative mechanisms to manage these pressures (Siksnelyte-Butkiene et al., 2025).
This study situates Central Asia within the geopolitical rivalry unfolding between China and India as both states look beyond their traditional Middle Eastern suppliers. The region has become a focal point for their expanding political, economic, and infrastructural engagement.
China has worked to anchor Central Asian states within its economic orbit, treating the region as a secure overland corridor for hydrocarbon transport and as a means of reducing vulnerability to maritime chokepoints.
India, while operating from a more constrained position, has gradually built its presence through targeted agreements and high-level diplomacy aimed at widening avenues for cooperation.
These dynamics raise the study’s central research question: What role does Central Asia play in shaping the geopolitical competition between China and India for access to strategic energy resources?
To operationalize this inquiry, the following sub-questions are proposed:
How do the structural energy needs of China and India influence their foreign policies toward Central Asia?
What diplomatic, economic, infrastructural, and security instruments does each state deploy to consolidate influence?
How do the geopolitical characteristics of Central Asia enable or constrain these strategies?
What are the implications of Sino-Indian rivalry for the emerging energy security architecture of wider Asia?
Literature review
1. Energy, development, and international politics
Existing research demonstrates a strong and growing connection between energy markets—especially oil—and international politics, with Asia serving as a central arena for competition.
Rapid economic expansion has driven regional demand to historic highs, elevating Asia’s geopolitical relevance and intensifying competition among major powers, particularly China and India (Yoncacı, 2023; Pradhan, 2020a, b; Fishman, 2025).
2. China’s and India’s evolving energy policies
Studies consistently show that both countries have reoriented their foreign policies to secure energy access.
China has moved away from earlier isolation and sought to settle borders, expand diplomatic ties, and support national companies abroad. India has pursued a more assertive energy diplomacy focused on diversifying suppliers.
Together, these strategic shifts have heightened competitive dynamics between the two (Altiparmak et al., 2025; Liao, 2021; Oommen, 2022).
3. Sino-Indian competition: cooperation and rivalry
The literature also highlights the dual nature of Sino-Indian relations—marked by both collaboration and rivalry across Central and South Asia and key maritime corridors.
Energy is a core driver of this competition, given both states’ surging demand and pursuit of influence in resource-rich regions (Otorbaev, 2023; Dutta, 2021; Sharma, 2022).
Identified gaps
Three gaps stand out:
Limited attention to how energy specifically shapes Sino-Indian rivalry;
Weak linkages between this competition and regional security dynamics;
A lack of comparative assessments of Chinese and Indian energy diplomacy.
This study seeks to fill these gaps by analyzing how Beijing and New Delhi use political, economic, and infrastructural tools to secure energy flows and shape regional outcomes.
In this context, we can say that while existing studies offer valuable insights into Asian energy security and Sino-Indian relations, much of it remains either globally framed or descriptively focused, paying limited attention to Central Asia as a distinct regional security arena.
Comparative analyses of Chinese and Indian energy strategies often emphasize policy tools without sufficiently embedding them within broader theoretical debates on power, security, and regional order.
This study addresses these limitations by integrating energy competition into a neorealist and Regional Security Complex Theory (RSCT) framework, conceptualizing energy infrastructure as a strategic capability rather than a purely economic asset.
Through a structured comparative analysis of all five Central Asian republics, the research advances a theoretically grounded understanding of how Sino-Indian energy rivalry reshapes regional security dynamics and contributes to the emergence of a more multipolar energy architecture in Asia.
Research hypotheses
Main hypothesis
As Central Asia provides more accessible, diversified, and secure energy routes, both China and India intensify their political, economic, and infrastructural engagement, reinforcing competitive—rather than cooperative—dynamics within the broader Asian regional security complex.
Supplementary hypotheses
Heightened structural energy vulnerabilities lead China and India to pursue more assertive, outward-looking policies toward Central Asia.
China’s reliance on infrastructure- and investment-driven statecraft embeds it more deeply in Central Asia than India’s diplomacy-focused model.
Central Asia’s geopolitical configuration—regime stability, transit geography, and Russian preferences—more readily enables China’s strategies than India’s.
The competition contributes to a more fragmented, multipolar energy security architecture in Asia.
Theoretical framework and methodology
This study employs an integrated framework combining Neorealism and Regional Security Complex Theory (RSCT) to analyze the Sino-Indian energy rivalry. This dual approach facilitates a simultaneous examination of global systemic pressures and the localized, geographic sensitivities unique to Central Asia.
1. Neorealism and the balance of power
At the systemic level, this research is grounded in the Neorealist tradition, specifically the Balance of Power approach (Buzan and Wæver, 2003). In an anarchic international system, energy security is treated not merely as a commercial interest but as a strategic “capability” essential for national survival.
As China asserts regional dominance through massive capital outlays via the Belt and Road Initiative (BRI), India’s “Connect Central Asia” policy and pursuit of the TAPI pipeline are interpreted as classic balancing strategies.
This methodology identifies how both states treat energy infrastructure—pipelines, grids, and transit hubs—as assets used to cultivate dependencies or prevent a unipolar regional order dominated by Beijing.
2. Regional security complex theory (RSCT)
While Neorealism explains “great power” motivations, Regional Security Complex Theory (RSCT) (Buzan and Wæver, 2003) provides the necessary spatial context.
RSCT posits that security concerns are most intense among geographically proximate states; thus, China and India are “locked” into a shared Asian security complex. Within this framework, Central Asia serves as an “insulator” region and a primary theater for the Sino-Indian security dilemma.
Consequently, energy projects like the China-Pakistan Economic Corridor (CPEC) are analyzed as “securitized” threats to India’s regional standing, prompting reciprocal maneuvers in states like Uzbekistan and Kazakhstan.
3. Methodology: structured comparative analysis
Methodologically, this paper adopts a structured comparative design across all five Central Asian republics (Kazakhstan, Uzbekistan, Turkmenistan, Kyrgyzstan, and Tajikistan). This avoids “hydrocarbon bias”—the tendency to focus only on oil-rich states—and recognizes the region as a heterogeneous yet interconnected subsystem. The analysis is conducted across three dimensions:
Instrumental: Comparing China’s infrastructure-led statecraft against India’s diplomacy-focused model.
Structural: Assessing how internal variables, such as regime stability and Russian influence, constrain or enable these two powers differently.
Relational: Tracing how bilateral energy deals (e.g. the 2019 India-Uzbekistan uranium pact) alter the regional balance of power.
By aligning the systemic drivers of Neorealism with the geographic specificity of RSCT, this methodology ensures the energy competition is understood as a multidimensional struggle for regional architecture.
Research design
This study adopts a structured comparative design that positions the five Central Asian republics within a unified analytical frame, allowing their political, economic, and strategic characteristics to be assessed in parallel.
Such an approach helps trace how China and India project influence across a region marked by internal diversity yet bound by shared geopolitical dynamics.
By aligning the theoretical lens with the comparative layout, the research design ensures that variations across states are examined systematically, while still capturing the broader regional patterns that shape Sino-Indian competition over energy and strategic access.
On this basis, this paper addresses the centrality of Central Asia in the geopolitical rivalry between China and India over energy resources.
It does so by examining the evolution of both countries’ interest in securing energy supplies and by analyzing the status of Central Asia as a theater for the Chinese-Indian competition over energy. The topic is explored in further detail under the following points.
First: geopolitical competition between China and India in Central Asia
The geopolitical rivalry between China and India in Central Asia extends beyond a contest over energy resources, reflecting broader shifts in the international order and the ambitions of both countries for regional and global influence.
Central Asia’s strategic location and rich natural resources make it a focal point for this competition, which spans infrastructure, ports, institutions, energy security, and power balances.
China uses the Belt and Road Initiative (BRI), launched in 2013, to expand its reach through extensive transport and energy projects, including pipelines and railways connecting it to Kazakhstan and Turkmenistan (Al-Badawi and Al-Mimari, 2025).
India, constrained by geography, counters this with the International North-South Transport Corridor (INSTC) and investment in Iran’s Chabahar Port, which offers access to Central Asia while bypassing Pakistan.
Both nations view control over ports and energy corridors as strategic assets for projecting influence and ensuring security. (Malik and Barrech, 2021)
Institutionally, both countries are active in organizations like the Shanghai Cooperation Organization (SCO), where China seeks leadership while India leverages membership to balance Beijing’s dominance (Lukin et al., 2025).
This dynamic aligns with the Regional Security Complex Theory, which emphasizes interconnected security environments where states’ behaviors are shaped by shared threats and repeated interactions.
Energy remains central to the rivalry, functioning as both a resource and a geopolitical tool. China’s pipeline networks provide secure overland energy access, while India pursues alternative corridors to overcome its lack of direct routes (Liu, 2025).
This energy race contributes to reshaping the balance of power in Central Asia, with China integrating states into its economic and security orbit while India fosters multi-directional alliances to limit Chinese influence.
However, the competition also poses risks, including heightened security tensions linked to border disputes (e.g. Ladakh), the militarization of the Indian Ocean, and overlapping interests in Afghanistan and Iran. Realist theory explains this behavior as states striving to secure power in the absence of a global regulating authority. (Mohan, 2020)
Ultimately, this rivalry reflects a deeper struggle over the regional order in the 21st century. While China seeks dominance through economic expansion, India adopts a balancing strategy using alliances and strategic corridors.
Although tensions may destabilize the region, they could also encourage cooperative frameworks if both powers recognize the benefits of stability and mutual security.
Second: the position of China and India in the global energy equation
China and India today form a central axis in the global energy transition, illustrating how emerging Asian powers have become decisive actors in shaping the international energy system.
According to the International Energy Agency (IEA, 2024), emerging and developing economies accounted for more than 80% of global energy demand growth in 2024, with China and India driving much of this expansion.
In China, energy demand growth slowed to under 3% in 2024—roughly half the rate recorded in 2023 and well below the 4.3% average of previous years.
Even so, China still posted the largest absolute increase in global energy consumption. This underscores not only its enduring weight in global energy markets but also the influence it exerts on prices, technology choices, and longer-term energy transitions.
India recorded the second-largest absolute increase in energy demand after China. Its growth outpaced the combined increase of all advanced economies, reflecting the profound structural changes underway in its economy—from rapid industrialization to sustained urban expansion and demographic momentum (IEA, 2024).
Taken together, the two countries now shape the future of global energy not only through the scale of their consumption but also through their choices regarding technology, supply diversification, and geopolitical alignments.
Current indicators suggest that decisions made in Beijing and New Delhi will significantly influence global energy balances across both conventional and renewable sectors (IEA, 2024).
1. The energy situation in China
Energy has occupied a strategic place in China’s development agenda since 1993, when domestic production could no longer keep pace with surging demand (IEA, 2024).
The country’s rapid industrialization forced a transition from near self-sufficiency to rising dependence on foreign energy, as domestic output failed to meet the needs of an expanding economy (Ullman, 2021).
Policy design and oversight fall mainly under the National Development and Reform Commission (NDRC), which approves major energy projects and oversees implementation.
To understand China’s energy security status -which is determined by the gap between production and consumption-one can examine the development of both over the past 20 years according to the latest available estimates, and it is as follows:
A review of the past 2 decades highlights the widening gap between China’s production and consumption, as illustrated in Figure 1. Between 2002 and 2022, China produced an average of roughly 91.2 quadrillion BTUs while consuming about 110.3 quadrillion BTUs. The resulting deficit—approximately 19.1 quadrillion BTUs—must be covered through imports (EIA, 2025a, b, c, d, e).
China conceptualizes energy security around four factors: availability, access, affordability, and sustainability (Yang et al., 2025).
Although Beijing often frames energy security in economic rather than foreign-policy terms, certain strategically sensitive issues—pipeline routes through Central Asia, for example—clearly bridge the domestic–international divide.
In practice, energy security is tightly intertwined with China’s broader national and economic security priorities (Ullman, 2021).
The evolution of China’s energy security strategy can be divided into four phases (Ullman, 2021)
1949–1993: Focus on self-sufficiency, with security tied almost entirely to domestic production.
1993–2005: Launch of the “going out” strategy, marked by growing energy imports and encouragement for Chinese firms to expand abroad.
2006–2008: Emphasis on energy conservation, environmental protection, and green energy in the Eleventh Five-Year Plan, as well as revisions to CSR laws.
2008–present: Use of large foreign exchange reserves to deepen global investments, diversify sources, and reduce exposure to instability in regions like the Middle East and North Africa.
China’s broader foreign policy posture has shifted accordingly. It has moved from isolation to active engagement, expanding soft-power tools, settling border disputes with states such as Kazakhstan, Kyrgyzstan, Russia, and Vietnam, and presenting itself as a driver of global economic growth (Husain and Sahide, 2023; Xu, 2023).
China’s WTO accession further opened sectors including refining, petrochemicals, and natural gas to foreign investment, while import tariffs and quotas were reduced (SCIO, 2024).
Today, China’s core energy strategies include diversifying domestic energy sources, strengthening international oil and gas relationships, reducing reliance on the Middle East, prioritizing routes from Central Asia and Russia, and intensifying exploration at home and abroad.
These strategies face mounting risks. By 2050, China is projected to import 84% of its oil and 58% of its natural gas.
This dependence exposes it to price volatility, geopolitical disruptions, and supply-chain vulnerabilities—particularly at maritime chokepoints such as the Strait of Malacca.
2. Energy situation in India
India’s focus on energy security dates back to the economic reforms of 1991, which accelerated growth and placed new pressures on the energy sector.
Domestic production has consistently lagged behind consumption (Mat and Khalid, 2024). Oil demand, for example, has risen from 2.9 million barrels per day to projections of 7 million barrels per day by 2030.
These trends have pushed New Delhi toward an active energy diplomacy aimed at diversifying suppliers and securing long-term access to oil and gas—often placing it in direct competition with China (Pradhan, 2020a, b).
To understand India’s energy security situation, which is defined by the gap between production and consumption, we can track the development of both over the past 20 years according to the latest available estimates, and it is as follows:
Figure 2 reflects the evolution of India’s production–consumption gap over the past 2 decades. Between 2002 and 2022, average production stood at roughly 13.6 quadrillion BTUs, compared to consumption of about 22.9 quadrillion BTUs. The resulting deficit of around 9.3 quadrillion BTUs necessitates substantial energy imports (EIA, 2025a, b, c, d, e).
Energy security has become integral to India’s economic and geopolitical strategy. Former President A.P.J. Abdul Kalam framed it as the state’s ability to guarantee reliable and affordable access for all citizens, grounded in conservation, secure supply chains, and sustainability (AMCHAM, 2025). India’s policy approach has evolved through several stages:
1947–1970: Creation of core energy institutions (ONGC, IOC) and expansion of basic infrastructure (Dave et al., 2023).
1970s: Nationalization of resources, expansion of rural access, and responses to global oil shocks.
1980s: Efforts to diversify energy sources and rationalize supply (Kumar et al., 2025).
1990s: Market-oriented reforms and modernization of the power sector (Rai, 2025).
21st Century: A pivot toward clean energy, innovation, and climate-sensitive development strategies (PIB Delhi, 2023).
These long-term shifts have crystallized into several strategic pillars: securing energy for economic growth (Downs et al., 2023), diversifying suppliers (Khan et al., 2023), expanding cooperation with Eurasian states including Russia and Central Asia, investing in regional energy initiatives under the “Neighborhood First” policy (Gupta, 2024), and promoting renewable and alternative sources such as green hydrogen (Khan et al., 2023).
China and India have converged in shifting from energy self-reliance to global integration, driven by growth, demand, and aspirations for influence.
This parallel pursuit—through diversified partnerships, foreign investment, and renewables—has intensified their competition in overlapping strategic regions. Their actions align with neorealist principles, treating energy as vital to national power within an uncertain international system.
Third: the energy situation in Central Asian countries
Central Asia—comprising Tajikistan, Kyrgyzstan, Kazakhstan, Uzbekistan, and Turkmenistan—remains one of the world’s most resource-rich regions, particularly with respect to oil and natural gas.
Kazakhstan and Turkmenistan are the principal hydrocarbon producers and today rank among the major contributors to global energy markets.
Although Kyrgyzstan and Tajikistan contribute relatively little to regional hydrocarbon output, the region as a whole occupies a strategic position as both an energy supplier and a key transit corridor linking Europe and Asia.
This combination of geography and resource abundance has increased its significance amid intensifying geopolitical competition.
Central Asia’s strategic value is reinforced by its location at the crossroads of the Eurasian landmass, enabling it to influence regional economic integration and emerging security architectures (Xu, 2023).
Yet the region continues to grapple with longstanding post-Soviet challenges—economic fragility, governance issues, and periodic security disruptions—that complicate its ability to fully exploit its energy potential (Ghosh, 2022).
1. Energy profile of Kazakhstan
Kazakhstan is the region’s dominant energy producer and one of the leading oil producers globally. Oil output has grown from roughly 90 million tons in 2018 (IEA, 2020a, b) to about 1.8 million barrels per day by early 2025 (El Dahan, 2025). It also plays a key role in the global natural gas market, producing approximately 59 billion cubic meters in 2023.
Kazakhstan’s domestic energy balance remains centered on fossil fuels: coal constitutes about 46% of consumption (2023 estimates), followed by natural gas (26%) and oil (23%).
Renewable energy sources are still limited, accounting for only 6–7 percent of electricity generation by the end of 2024 (Kelsall et al., 2024). We can assess Kazakhstan’s energy production development based on the most recent estimates in the following table:
Table 1, drawing on EIA data (2025), captures long-term production trends. Between 2002 and 2022, total energy production increased from 4.486 to 7.512 quadrillion BTUs.
Coal and oil remained the dominant contributors, although natural gas showed steady growth—an early sign of gradual diversification. Nuclear and renewable energy remained marginal, underscoring Kazakhstan’s heavy reliance on conventional sources.
2. Energy profile of Uzbekistan
Uzbekistan ranks as Central Asia’s second-largest energy producer, with annual gas production reaching about 60 billion cubic meters (IEA, 2020a, b).
Oil production has been stable at roughly 2.9 million tons according to 2023 estimates, supported by an extensive national gas network and modernized refineries capable of meeting domestic needs and producing petroleum derivatives. The development of Uzbekistan's energy production can be illustrated, based on the latest available estimates to date, through the following table:
Table 2 illustrates Uzbekistan’s energy production trajectory between 2002 and 2022 (EIA, 2025a, b, c, d, e). The data reveal a sustained dependence on natural gas, which peaked at 2.428 quadrillion BTUs in 2008 before gradually declining to 1.732 in 2022.
Coal output remained modest but slowly increased over the 2 decades. Oil production fell sharply—from 0.429 quadrillion BTUs in 2004 to 0.074 in 2022—reflecting a long-term shift away from oil. Nuclear and renewable energy remained negligible.
3. Energy profile of Turkmenistan
Turkmenistan holds one of the world’s largest natural gas reserves, accounting for 5.51% of global proven deposits.
Its share of global crude oil reserves, by contrast, stands at only 0.035%. Although the country possesses substantial renewable energy potential—particularly due to favorable climatic conditions—its renewable sector remains nascent, and no fully developed market has yet emerged.
The development of Turkmenistan’s energy production can be illustrated, based on the latest available estimates to date, through the following table:
EIA estimates (2025a, b, c, d, e), summarized in Table 3, show that between 2002 and 2022, natural gas production increased from 1.978 to 3.197 quadrillion BTUs, widening the gap with oil production, which remained largely stagnant.
Total energy output grew from 2.373 to 3.678 quadrillion BTUs. These trends indicate a steady reliance on natural gas as Turkmenistan’s primary export commodity and a gradual strengthening of production capacity consistent with efforts to support export revenues and domestic energy goals.
4. Energy situation in Kyrgyzstan
Kyrgyzstan’s energy landscape is shaped overwhelmingly by hydropower, benefiting from abundant water resources and major installations such as the Toktogul Dam.
The Naryn River Basin also offers substantial potential for new hydroelectric development. While the country possesses considerable coal reserves and has increased production in recent years, renewable energy still accounts for less than 1% of the energy mix.
Plans aim to raise this share to 10% (IEA, 2022a, b). The development of Kyrgyzstan’s energy production can be illustrated, based on the latest available estimates to date, through the following table:
Table 4 (EIA, 2025a, b, c, d, e) highlights developments between 2002 and 2022. Coal production rose steadily from 0.007 to 0.054 quadrillion BTUs.
Natural gas output remained minimal—at roughly 0.001 quadrillion BTUs—and showed little variation. Oil production remained stable until 2020, when it rose to 0.013.
Overall, Kyrgyzstan’s total energy production increased gradually, though from a very low base.
5. Energy situation in Tajikistan
Tajikistan has some of the world’s most significant hydropower potential, ranking eighth globally with an estimated capacity of about 527 TW-hours.
Yet it currently utilizes only around 4% of this potential through major facilities such as the Nurek Dam, in operation since 1972, and the Rogun plant, which is under construction and expected to be completed by 2032.
The government has also sought to diversify energy sources by increasing coal production—targeting 10.4 to 15.1 million tons by 2030—and developing solar and wind capabilities. Tajikistan is further strengthening regional integration through the CASA-1000 project, designed to export surplus electricity to South and Central Asia (IEA, 2022a, b).
The development of Tajikistan’s energy production can be illustrated, based on the latest available estimates to date, through the following table:
Table 5 (EIA, 2025a, b, c, d, e) shows production trends from 2002 to 2022. Coal output rose markedly from 0.001 to 0.048 quadrillion BTUs, driving total energy production upward from 0.054 to 0.118. Natural gas and oil output remained unchanged at 0.001.
Nuclear and renewable energy increased modestly from 0.052 to 0.068. These patterns highlight a growing reliance on coal—despite global environmental pressures—and slow progress toward alternative energy development.
Fourth: the competition between China and India over energy resources in Central Asia
China and India have both intensified their engagement with Central Asia in an effort to secure reliable access to energy resources and to expand their geopolitical footprints in a region increasingly central to Eurasian connectivity.
China has positioned itself as a key economic partner and transit corridor for Central Asian energy exports (Mat and Khalid, 2024), while India—despite beginning to cultivate ties in the mid-2000s—has only accelerated its regional involvement since 2019 (Sachdeva, 2021).
The following section outlines how these competing strategies are unfolding:
1. China’s relations with Central Asian countries
China’s relationships with the Central Asian republics are multilayered, shaped by geography, history, and strategic necessity.
As a direct neighbor to Kazakhstan, Kyrgyzstan, and Tajikistan, China views the region as both a buffer zone for its western borders and a bridge linking East Asia to Europe along the modern revival of the Silk Road (Xu, 2023).
Politically, China has cultivated strong ties with the Central Asian states since their independence in 1991, prioritizing border security and regional stability.
Beijing was instrumental in forming the Shanghai Five in 1996—an initiative that evolved into the Shanghai Cooperation Organization (SCO) in 2001.
The SCO has since become a central diplomatic platform aimed at strengthening trust, enhancing good-neighborly relations, and promoting cooperation in political, economic, and security affairs, including energy (Lukin et al., 2025).
Economically, the relationship is driven by mutual complementarity. China relies on the region’s oil, gas, minerals, and raw materials, while Central Asian states benefit from China’s vast market and its supply of industrial, agricultural, and consumer goods (Xu, 2023).
These economic ties deepened significantly through the Belt and Road Initiative (BRI). Throughout the 1990s, China signed multiple bilateral agreements and began acquiring stakes in major oil fields as early as 1997.
Key infrastructure projects followed, including the 960-km Atasu–Alataw Pass oil pipeline in 2006, the Kazakhstan–China pipeline acquired in 2008, and the multi-state pipeline linking Turkmenistan, Uzbekistan, and Kazakhstan to China in 2009.
China’s bilateral engagement with individual Central Asian states reflects these broader trends
China–Kazakhstan: Kazakhstan is China’s largest trading partner in the region, with bilateral trade reaching $18.25 billion in the first half of 2023.
Cooperation focuses heavily on energy and infrastructure, including the Khorgos border port and joint oil and gas projects (Ozat, 2023).
China–Kyrgyzstan: Relations are shaped by Kyrgyzstan’s strategic position along China’s regional connectivity routes.
Chinese investment has expanded across infrastructure and hydropower, including four major hydropower stations valued at $3 billion and the ambitious China–Kyrgyzstan–Uzbekistan railway project.
Security cooperation—especially counterterrorism efforts—also figures prominently (Karakaya, 2025).
China–Tajikistan: Although the smallest in trade volume, the relationship has grown rapidly, with bilateral trade increasing by 84.7 percent in 2023.
China invests heavily in Tajikistan’s transport and energy infrastructure and collaborates closely on counterterrorism (Ozat, 2023).
China–Turkmenistan: Turkmenistan’s vast natural gas reserves make it indispensable to China’s energy security.
In 2017, more than 94% of Turkmenistan’s exports went to China. The China–Central Asia Gas Pipeline, currently transporting 55 billion m3 annually with plans to expand to 85 billion m3, anchors this relationship.
China’s investments have significantly boosted Turkmenistan’s energy sector (Yusufu and Xin, 2020).
China–Uzbekistan: Uzbekistan is among China’s most important strategic partners. Bilateral trade grew by 27.6 percent in 2023.
Cooperation centers on energy, infrastructure, and security, with notable projects such as a 470-MW solar power agreement with Antisolar aimed at reducing carbon emissions (Ozat, 2023).
2. India’s relations with central Asian countries
India’s engagement with Central Asia evolved significantly after 1991, as both the dissolution of the Soviet Union and India’s own economic liberalization opened new avenues for cooperation (Kothari, 2020).
While early ties were largely cultural, the 21st century witnessed an intensification of India’s economic, strategic, and diplomatic outreach. High-level visits between 2009 and 2013 signaled a shift toward long-term partnerships across political, economic, security, and cultural domains.
Central Asia is strategically valuable to India due to its location at the intersection of Russia, China, and the Middle East, as well as its abundance of energy resources and critical minerals.
India’s priorities in the region include promoting trade and investment, combating terrorism and drug trafficking, countering religious extremism, securing energy supplies, and supporting developmental initiatives (Kothari, 2020).
Through the “Connect Central Asia Policy” (CCAP) and earlier “Look East” initiatives, India has sought to expand cooperation in energy, infrastructure, counterterrorism, and education. However, India’s efforts face persistent constraints:
- (1)
Lack of direct overland access to Central Asia;
- (2)
Geopolitical tensions with Pakistan and China;
- (3)
Security threats from terrorism, extremism, and narcotics trafficking in parts of Central Asia;
- (4)
Competition from major powers—particularly China, Russia, and the United States—for influence in the region (Ghosh, 2022).
Despite these obstacles, India has pursued several energy partnerships:
India–Kazakhstan: Kazakhstan accounts for roughly 70 percent of India’s trade with Central Asia.
Cooperation includes exploration of the Satpayev Oil Block (agreement signed in 2009; drilling began in 2015) and long-term uranium imports—at least 120 tons annually—given Kazakhstan’s position as one of the world’s leading uranium producers (Pradhan, 2022).
India–Uzbekistan: Cooperation emphasizes knowledge-sharing and training, particularly in nuclear energy.
India submitted a memorandum of understanding in March 2020 to expand cooperation in nuclear training, and the two countries also collaborate on renewable energy infrastructure projects (Seyfaddini, 2020).
India–Turkmenistan: The centerpiece of relations is the TAPI pipeline project, intended to deliver Turkmen gas to India via Afghanistan and Pakistan.
Although beset by delays, the project represents India’s most ambitious effort to secure Central Asian energy. Trade also includes chemical products derived from Turkmen gas.
India–Tajikistan: Cooperation focuses on renewable energy. A 2018 memorandum of understanding supports technical exchange, transfer of equipment, and provision of expertise—underscoring the developmental orientation of this partnership.
India–Kyrgyzstan: Kyrgyzstan’s substantial hydropower potential represents a promising area for future cooperation, aligning with India’s broader interest in diversifying energy sources (Kaulgud, 2022).
The data from Table 6 underscores a profoundly asymmetrical competitive landscape in Central Asia.
China has achieved decisive strategic depth through tangible infrastructure (pipelines), major financial investments, binding long-term contracts, and deep institutional integration via frameworks like the Belt and Road Initiative. This has created embedded economic and political leverage.
India, however, remains strategically constrained by significant barriers: the lack of direct geographic access, reliance on unstable transit routes (e.g. Chabahar, TAPI), and insufficient trade and investment volume.
Consequently, while India maintains diplomatic partnerships, its influence is markedly limited compared to China’s dominant, structurally entrenched position. The regional balance of energy influence is decisively in Beijing's favor.
Study findings
The analysis of Sino-Indian engagement in Central Asia demonstrates that energy constitutes the principal vector through which regional influence is projected.
The findings, however, underscore a pronounced asymmetry in both the mechanisms through which power is exercised and the extent to which it has been institutionalized.
1. Conversion of capital into structural power
The empirical evidence indicates that China has progressed beyond a narrow model of resource acquisition toward a broader strategy of systemic consolidation.
Through the Belt and Road Initiative (BRI), Beijing has translated surplus capital into durable material infrastructure, notably in the form of cross-border pipelines and railway networks.
China’s influence in Central Asia is structurally entrenched. Control over critical transit routes—such as the Central Asia–China Gas Pipeline—has generated path dependencies that bind regional economies to Chinese demand.
This outcome is consistent with neorealist expectations that dominant powers seek to reshape their strategic environments in ways that lock in long-term relative advantages.
2. Geographic constraints and “niche” diplomacy
By contrast, India’s regional engagement reflects the constraints faced by a geographically and logistically limited balancer.
While New Delhi has expanded its diplomatic footprint in Central Asia since 2019, it lacks the physical connectivity required to contest China’s predominance in hydrocarbon transportation and distribution.
India has pursued a strategy of niche statecraft. By prioritizing civilian nuclear cooperation—particularly uranium supply arrangements with Uzbekistan and Kazakhstan—and investing in renewable energy technologies, India seeks to circumvent maritime and overland chokepoints dominated by China and Pakistan.
This approach constitutes an adaptive form of balancing aimed at sustaining a strategic presence rather than achieving infrastructural parity.
3. Central Asian agency and the “insulator” role
Contrary to analytical frameworks that depict Central Asian republics as passive arenas of great-power competition, the findings reveal substantial local agency operating through multi-vector foreign policies.
States such as Kazakhstan and Uzbekistan actively leverage Sino-Indian rivalry to enhance domestic autonomy. By selectively engaging Indian investment in sectors such as digital infrastructure and solar energy, they reduce the risks associated with overdependence on China.
In this sense, Central Asian governments function as strategic insulators, extracting improved financing terms and technology transfers by calibrating their external partnerships.
4. The security–energy nexus
The study further confirms that within the Asian Regional Security Complex, energy infrastructure has become increasingly securitized. Pipelines and transport corridors are no longer treated as neutral commercial assets but as strategic conduits requiring sustained military and intelligence coordination.
China’s integration of energy security concerns into Shanghai Cooperation Organization (SCO) mechanisms, alongside India’s emphasis on the International North–South Transport Corridor (INSTC), illustrates a shared perception that energy flows are inseparable from regional stability and border security.
5. Transition toward multipolar energy architectures
Finally, the findings point to an ongoing transition from a historically unipolar, Russian-dominated energy order toward a more fragmented and multipolar configuration. Competitive dynamics are accelerating Central Asia’s incorporation into a broader Asian energy network.
While China currently maintains a decisive advantage in fossil fuel infrastructure, the emerging contest over green minerals and renewable energy technologies introduces a new arena in which the regional balance of power remains fluid and unresolved.
Conclusion
The intensifying rivalry between China and India in Central Asia is more than a localized contest for hydrocarbons; it is a foundational struggle to define the political economy of Eurasian connectivity.
This study has demonstrated that while both powers are driven by the same structural imperative—securing energy for domestic survival—their methods and successes diverge sharply, creating a regional landscape defined by asymmetric competition.
China’s strategy, executed through the Belt and Road Initiative (BRI), represents a model of structural entrenchment. By weaving Central Asian republics into a Sino-centric web of pipelines, railways, and debt-financing, Beijing is effectively rewriting the rules of regional integration.
In contrast, India—stymied by geography and more modest capital—has adopted the role of a strategic balancer. Through “niche diplomacy,” such as the pursuit of critical minerals and renewable energy partnerships, New Delhi seeks to ensure that Central Asia remains a multipolar space rather than a Chinese sphere of influence.
A significant finding of this research is the resilient agency of the Central Asian states. Far from being passive victims of “Great Power” maneuvers, these nations utilize the Sino-Indian security dilemma to enhance their own strategic autonomy.
By playing Beijing’s infrastructure against New Delhi’s developmental and technical cooperation, they prevent the consolidation of a single dominant power, thereby preserving the region’s role as a vital “insulator” in the Asian security complex.
As the global energy landscape shifts, the Sino-Indian competition is likely to evolve along three key axes:
The “Green” securitization: The race for hydrocarbons will increasingly be eclipsed by a struggle for the critical minerals (lithium, uranium, and rare earths) necessary for the energy transition.
Institutional managed competition: Organizations like the Shanghai Cooperation Organization (SCO) will serve as critical pressure valves, attempting to institutionalize the rivalry and prevent localized energy disputes from escalating into kinetic conflict.
Militarization of infrastructure: As energy corridors become vital national arteries, the “securitization” of pipelines and transport routes will likely lead to an increased security presence, further blurring the line between economic investment and military projection.
Ultimately, the future of Central Asian security depends on whether China and India can transition from a zero-sum neorealist competition toward a rule-based coordination. If mismanaged, this rivalry risks aggravating regional vulnerabilities, including border disputes and transnational extremism.
However, if these two rising powers can leverage Central Asia as a conduit for shared integration rather than a site for exclusion, the region could become the cornerstone of a more stable, multipolar Asian energy architecture.



