An attractive opportunity to develop a Kazakhstan-based industrial oilseed and technical oil production platform supplying feedstock for the rapidly expanding Sustainable Aviation Fuel (SAF) market. Kazakhstan offers significant agricultural land resources, favorable conditions for industrial oilseed cultivation and strategic access to European, Chinese and international markets. The project targets the cultivation and processing of castor bean, camelina and carinata into technical oils suitable as feedstock for SAF production.
KEY INVESTMENT HIGHLIGHTS
- 861,000 hectares of unused irrigated land identified in Kazakhstan
- Opportunity to cultivate industrial oilseeds without direct competition with food crops
- Target crops: Castor Bean, Camelina & Carinata
- Potential annual seed production of approximately 1.2–1.7 million tonnes, depending on crop mix
- Estimated technical oil production potential of up to ~1.94 million tonnes/year across the three crops
- Access to rapidly developing global SAF demand
- Strategic potential to supply European, Chinese and other international markets
- Kazakhstan's central Eurasian location provides access to established rail, road and Caspian Sea logistics
- Production facilities can be located according to regional agroclimatic and logistics advantages
- Potential government investment incentives and agricultural subsidies
- Existing market demand for technical oils and SAF feedstocks
- Opportunity to capture additional value through oilseed processing rather than raw seed exports
PRODUCTION POTENTIAL
Based on the identified unused land resource, indicative production potential includes:
| Crop |
Indicative Yield |
Estimated Seed Production |
Estimated Technical Oil |
| Castor Bean |
2.0 t/ha |
1.72M t/year |
792K t/year |
| Camelina |
1.4 t/ha |
1.21M t/year |
482K t/year |
| Carinata |
1.8 t/ha |
1.50M t/year |
666K t/year |
Figures represent indicative potential based on utilization of the identified 861,000-hectare land reserve and are subject to crop selection, agricultural conditions and project execution.
MARKET OPPORTUNITY
The global market for technical oils used as feedstock for SAF is supported by increasing demand for lower-carbon aviation fuels.
Global imports of relevant oil products demonstrate an established international market:
- 01
Castor oilapproximately US$1.23B global imports in 2024
- 02
Camelina oilapproximately US$3.45B global imports in 2024
- 03
Carinata oilapproximately US$0.91B global imports in 2024
Major markets include Europe, the United States and China, with established SAF producers actively developing renewable feedstock supply chains.
VALUE-ADDED OPPORTUNITY
The project is positioned to capture significantly greater value by moving downstream from agricultural production into technical oil processing.
Indicative value creation per tonne demonstrates the potential for substantial value uplift:
Oilseed → Technical Oil → SAF Feedstock
This provides the opportunity to develop an integrated platform spanning cultivation, processing, logistics and international supply.
PROJECT ECONOMICS
The indicative investment case demonstrates attractive long-term profitability:
| Metric |
Indicative |
| Investment Requirement |
US$12M |
| NPV |
US$4.7M |
| IRR |
16.43% |
| Simple Payback |
6.25 years |
| Discounted Payback |
8.93 years |
Projected profitability is expected to increase materially during the ramp-up period, with indicative gross profit reaching US$18.7M and net profit US$14.9M by 2035.
STRATEGIC ADVANTAGES
Abundant Feedstock Base
Kazakhstan has a significant reserve of unused agricultural land suitable for industrial oilseed cultivation.
Non-Food Crop Strategy
Castor bean, camelina and carinata can provide alternative feedstock without directly competing with conventional food production.
Strategic Location
Kazakhstan provides a geographic bridge between major Asian and European markets, supported by rail, road and Caspian Sea logistics.
Government Support
Investment projects in oilseed cultivation and vegetable oil production may qualify for investment preferences, agricultural subsidies and other government support mechanisms, subject to eligibility.
SAF Growth
Growing global demand for sustainable aviation fuel is creating new opportunities for reliable, scalable renewable feedstock suppliers.
TRANSACTION OVERVIEW
Project: Industrial Oilseed & Technical Oil Production Platform
Location: Kazakhstan
Feedstock: Castor Bean / Camelina / Carinata
Land Opportunity: Up to 861,000 hectares of unused irrigated land
Target Market: SAF producers / international technical oil buyers
Investment Requirement: US$12M
Indicative IRR: 16.43%
NPV: US$4.7M
Investment Stage: Development / Investment Opportunity
Status: Confidential — Qualified Investors Only
All financial and production figures are indicative and subject to detailed feasibility studies, agricultural validation, market conditions and independent due diligence.