• He is talking about Kazakhstan, which produces ~46% of the supply (compared to Canada’s ~15% of which they export even less). Other top producers includes Namibia and Uzbekistan, not terribly stable countries.

    And on top of that, the Stans have a big neighbour that would be willing to conquer them to secure these resources, to strengthen its geopolitical position.

    Also not sure what your source is for Canada being the largest exporter, as they have exported less than Kazakhstan since at least 2013 (according to what I can find, but please prove me wrong if that isn’t the case). They definitely weren’t the largest miner of it since 2009 I believe.