🧠 Food for thought

Implications, context, and why it matters.

Why Vingroup’s potential Tashkent land allocation matters more than the EV headlines

• Uzbekistan said it could allocate about 1,000 hectares in Tashkent 1. The city master plan has conservation, reconstruction, and renovation zones. The plan targets $7.5 billion in 2025, with 265 projects slated to launch 1.
• Scale may fit within the New Tashkent City program, a 25,000-hectare government expansion east of the capital for 2.5 million people 2. District 1 (6,000 hectares) won presidential approval in mid-2024, and groundworks started 2.
• We do not know if this land sits in approved zones. The financing model is unclear, such as a public-private partnership (PPP) 3. The new urban framework favors walkable neighborhoods and mixed-use districts. That shapes land allocation, so timelines and odds remain uncertain 3.

Third-party infrastructure providers can benefit from Uzbekistan’s charging station buildout

• From February 2025, public parking at government buildings must have at least one EV charger 4. Shopping centers and hotels must meet the same rule, with 5% of spaces set aside for charging 4.
• The government plans to install 32,400 charging stations by the end of 2025 4.
• That opens space for firms not in the Vingroup memorandum of understanding (MoU). Payments platforms for EV charging handle billing. Fleet management software firms coordinate and monitor vehicle fleets. Grid-integration providers connect charging networks to the power grid and manage load. State institutions (Uzbek government agencies) will lease charging locations through K-Savdo, a state-run online auction platform, for up to 10 years 4.