Illegal Market Surges After Kazakhstan Bans E-Cigarettes; Telegram Becomes the Main Trading Channel

Oct.20
Illegal Market Surges After Kazakhstan Bans E-Cigarettes; Telegram Becomes the Main Trading Channel
Since Kazakhstan banned e-cigarette sales in June 2024, transactions have gone underground, shifting to Telegram and some e-commerce platforms and making enforcement harder; related research indicates the ban has not significantly reduced demand.

Key points
 

· Trade displacement: After the e-cigarette ban, sales moved underground, primarily to Telegram and some e-commerce platforms, complicating enforcement.

 

· Enforcement data: Over 200,000 units were seized in H2 2024 and over 440,000 in H1 2025; the illicit market is estimated to have grown by about 120%.

 

· Market structure: The share of electronic devices in the weekly tobacco market rose from 0.8% in 2022 to 10.1% in 2025, indicating demand shifted to the gray market rather than disappearing.

 

· User shifts: 52% maintained use, 28% switched to heated tobacco (HTP), 10% returned to cigarettes, and only 5% quit; smoke-free devices are more concentrated among higher-income groups, and prices have risen due to higher compliance risks.

 


2Firsts, October 20, 2025 According to KazTAG, experts at the Strategy Public Foundation say that since Kazakhstan banned the import and sale of e-cigarettes in June 2024, related transactions have moved underground, primarily to Telegram and certain e-commerce platforms, making them “almost impossible to regulate” in practice.

 

Strategy’s study, covering 2023–2025, examines public attitudes toward e-cigarette regulation and the effects of new products and technologies on health, behavior, and the economy. The organization reports that more than 200,000 e-cigarettes were seized in the second half of 2024 and more than 440,000 in the first half of 2025. Independent experts estimate the illicit market’s size has increased by about 120%; despite the ban, roughly half of adult users continue to vape. Over the same period, the share of electronic devices in the weekly tobacco market climbed from 0.8% in 2022 to 10.1% in 2025, suggesting demand has shifted to the gray market rather than vanished.

 

The research further shows that after the ban, 52% of respondents kept their previous level of e-cigarette use, 28% switched to heated tobacco products (HTPs), 10% returned to conventional cigarettes, and only 5% chose to quit. The foundation notes that smoke-free devices are more prevalent among higher-income groups; meanwhile, e-cigarette prices have risen due to increased compliance risks.

 

 

Cover image: KazTAG

We welcome news tips, article submissions, interview requests, or comments on this piece.

Please contact us at info@2firsts.com, or reach out to Alan Zhao, CEO of 2Firsts, on LinkedIn


Notice

1.  This article is intended solely for professional research purposes related to industry, technology, and policy. Any references to brands or products are made purely for objective description and do not constitute any form of endorsement, recommendation, or promotion by 2Firsts.

2.  The use of nicotine-containing products — including, but not limited to, cigarettes, e-cigarettes, nicotine pouchand heated tobacco products — carries significant health risks. Users are responsible for complying with all applicable laws and regulations in their respective jurisdictions.

3.  This article is not intended to serve as the basis for any investment decisions or financial advice. 2Firsts assumes no direct or indirect liability for any inaccuracies or errors in the content.

4.  Access to this article is strictly prohibited for individuals below the legal age in their jurisdiction.

 

Copyright

 

This article is either an original work created by 2Firsts or a reproduction from third-party sources with proper attribution. All copyrights and usage rights belong to 2Firsts or the original content provider. Unauthorized reproduction, distribution, or any other form of unauthorized use by any individual or organization is strictly prohibited. Violators will be held legally accountable.

For copyright-related inquiries, please contact: info@2firsts.com

 

AI Assistance Disclaimer

 

This article may have been enhanced using AI tools to improve translation and editorial efficiency. However, due to technical limitations, inaccuracies may occur. Readers are encouraged to refer to the cited sources for the most accurate information.

We welcome any corrections or feedback. Please contact us at: info@2firsts.com

Largest E-Cigarette Seizure in U.S. History: Over 600,000 Products Confiscated from Midwest Goods Warehouse; Company Denies Violations, Calls FDA “Unfair”
Largest E-Cigarette Seizure in U.S. History: Over 600,000 Products Confiscated from Midwest Goods Warehouse; Company Denies Violations, Calls FDA “Unfair”
The U.S. Department of Justice, together with the FDA and the U.S. Marshals Service, raided the warehouse of e-cigarette distributor Midwest Goods in Bensenville, Illinois, seizing more than 600,000 unauthorized e-cigarette products. Midwest Goods denied any violations, stating that the products had been submitted for premarket applications but remained unreviewed by the FDA for an extended period, and criticized the regulations as unfair to small and medium-sized businesses.
Sep.11 by 2FIRSTS.ai
Firstunion Dual Heating System HTP “Biheat” Launches at InterTabac, Germany
Firstunion Dual Heating System HTP “Biheat” Launches at InterTabac, Germany
CFU launched the Biheat HTP series at InterTabac in Germany, featuring the world’s first dual-heating system combined with AI control and a 3.42-inch display, enabling multi-dimensional collaborative heating and personalized temperature adjustment, with each stick delivering over 40% more puffs than traditional solutions.
Sep.18
UK busts major illegal e-cigarette case involving 120,000 units; ringleader gets one year in prison
UK busts major illegal e-cigarette case involving 120,000 units; ringleader gets one year in prison
In 2024, UK trading standards uncovered a nationwide illegal e-cigarette supply operation. Business owner Amandeep Kukraja supplied nearly 120,000 illegal products nationwide and received a 12-month probation sentence plus forfeiture of over £300,000 in criminal proceeds.
Sep.12 by 2FIRSTS.ai
Philip Morris Korea Launches IQOS ILUMA Capsule Stick “TEREA Riviera Pearl,” Unveils New Packaging Design
Philip Morris Korea Launches IQOS ILUMA Capsule Stick “TEREA Riviera Pearl,” Unveils New Packaging Design
Philip Morris Korea announced it will launch TEREA Riviera Pearl, a capsule-tipped stick designed exclusively for the IQOS ILUMA series, on the 22nd. The new product opens with a cooling profile and, once the capsule is pressed, shifts instantly to a fresher, more vibrant taste—targeting adult users who prefer “cooling + capsule flavor-switching.”
Sep.22 by 2FIRSTS.ai
Philip Morris Korea Extends IQOS ILUMA i Warranty to 18 Months, Says Move Will Boost Smoke-Free Product Growth
Philip Morris Korea Extends IQOS ILUMA i Warranty to 18 Months, Says Move Will Boost Smoke-Free Product Growth
Philip Morris International’s Korea unit has extended the warranty for the “IQOS ILUMA i” heated tobacco series from 12 to 18 months, applying it retroactively to existing purchases, aiming to enhance user experience and market competitiveness.
Oct.15 by 2FIRSTS.ai
Company | Bloomberg: JTI Bets on Value Cigarettes Against the Tide, While Steadily Expanding Heated Tobacco Globally
Company | Bloomberg: JTI Bets on Value Cigarettes Against the Tide, While Steadily Expanding Heated Tobacco Globally
Bloomberg reports that Japan Tobacco International (JTI) is pursuing a strategy that contrasts with peers such as Philip Morris International (PMI) and British American Tobacco (BAT). While global tobacco majors push “smoke-free” transitions, JTI continues to cultivate combustible cigarettes—particularly value brands in the United States—while advancing the global rollout of its heated-tobacco brand Ploom. JTI forecasts that value-priced cigarettes will exceed a 40% share of the U.S. market by 2
Sep.28 by 2FIRSTS.ai