Published in Analytical Articles

By Eduard Abrahamyan

In recent months, Armenia and Russia have strengthened their relations. A series of high-level meetings shows not just a return to normal diplomacy but a purposeful reshaping of their alliance. Alongside President Putin’s renewed ties with Azerbaijani President Aliyev and the Kremlin’s broader adjustment of its regional strategy, the revived dialogue between Putin and Prime Minister Pashinyan forms part of a wider diplomatic renewal. This shift marks a clear easing of the tensions that strained their bilateral relations from September 2022 to mid-2024.



                                                                        Credit: Wikimedia Commons

BACKGROUND: The intensified Armenia–Russia bilateral reengagement commenced on October 8, 2024, with the Moscow meeting between Putin and Pashinyan, ostensibly ending a two-year estrangement stemming from Moscow’s inaction and the CSTO’s reluctance to deter or even explicitly identify Azerbaijan as the initiator of the September 2022 incursions into Armenian territory. Equally detrimental was the perception that Moscow had tacitly approved Azerbaijan’s September 2023 military operation in Karabakh.

The October 2024 meeting set both sides on a path toward a “new rhythm” in strategic relations, creating the basis for a renewed partnership aimed at resolving the “misunderstandings” that had emerged, as later described by Foreign Ministers Ararat Mirzoyan and Sergey Lavrov. The two leaders have since maintained regular contact through phone calls and in-person meetings throughout 2025. Yerevan also hosted several high-level Russian delegations, underscoring the breadth and institutional depth of the renewed dialogue. Diplomatic sources described this reset as a key turning point that effectively ended the period of tension, with both governments instructing their institutions to pursue a full realignment across all areas of strategic cooperation.

In January and May 2025, the foreign ministers made reciprocal visits, each reaffirming the start of a “new page” in the strategic partnership through “genuine and open discussions on accumulated issues.” This diplomatic thaw reached its peak in June 2025 with the visit of Valentina Matviyenko, Chairwoman of Russia’s Federation Council, to Yerevan, aimed at strengthening parliamentary cooperation. Matviyenko’s visit not only supported Armenia’s evolving foreign policy direction but also highlighted the Kremlin’s engagement in Armenia’s domestic politics. Her meetings in Yerevan were widely seen as a sign of Moscow’s friendly neutrality, or even quiet support for the ruling Civil Contract party ahead of Armenia’s general elections planned for June 2026. After her meeting with Prime Minister Pashinyan on 6 June, Matviyenko stated that “[Pashinyan] conveyed greetings to our president and emphasized that, despite insinuations, he and [Putin] have always maintained constructive, substantive relations without any issues,” sending a clear message to the “ill-wishers” that no divisions exist between the Armenian and Russian leadership.

The revival of high-level diplomacy has taken place alongside Pashinyan’s participation in international forums led or co-funded by Russia. In May 2025, he attended Moscow’s Victory Day parade, one of Putin’s most visible displays of state power and ideological authority. Pashinyan also traveled to Kazan to join the sixteenth BRICS Summit, which the Kremlin presented as proof that Western efforts to isolate Russia had failed. In July, Armenia’s Prime Minister took part in the International Conference on Nature and Environmental Protection in the Altai, supporting Putin’s broader vision of portraying Russia not as a marginal actor in the Turkic world but as the guardian of its historical and cultural origins amid the growth of the Organization of Turkic States. Later, Pashinyan attended the Shanghai Cooperation Organization (SCO) summit, where Pakistan blocked Armenia’s application for full membership. Armenia would otherwise likely have joined one of the most rapidly consolidating non-Western frameworks, arguably challenging the West.

The recent strengthening of Armenia–Russia relations is closely linked to economic interdependence and the gradual improvement of Russia’s public image in Armenia. Economically, Russia has reaffirmed its role as Armenia’s main trading partner, with trade turnover reaching a record US$ 12.4 billion in 2024, more than twice the level recorded in 2022. According to investigative reports, this increase reflects the function of both Armenia and Azerbaijan as logistical intermediaries in Moscow’s sanction-evasion networks. Armenia’s re-export channels have supported the transfer of dual-use goods to, and embargoed gold from, Russia, while Azerbaijan has discreetly facilitated the re-export of Russian hydrocarbons. Together, these practices have formed a coordinated and mutually beneficial regional mechanism that reinforces the Kremlin’s economic resilience. In September 2025, during the World Atomic Week conference in Moscow, Pashinyan and Putin agreed that Rosatom would extend the operation of the Metsamor Nuclear Power Plant for another decade, ensuring continued supply of over 30 percent of Armenia’s electricity. Official statements also noted that the two leaders discussed the potential construction of a new reactor by Rosatom to address Armenia’s concerns about the ageing Soviet-era facility.

Russia’s public image in Armenia has begun to recover from its low point in 2022–2023. A July 2025 poll by the International Republican Institute shows a clear improvement in public attitudes: the share of respondents viewing Russia as the “greatest threat” fell to 27 percent (down from 40 percent the previous year), while 45 percent now regard Russia as Armenia’s most important political partner, an 18-point increase since 2024. This change in perception is driven less by traditional Russian information campaigns or local pro-Russian media than by a deliberate adjustment of Armenia’s state-controlled narrative, which now tends to present Russia in a “pragmatically” neutral light. The outcome is a gradual restoration of public ambivalence, a sentiment neither strongly pro- nor anti-Russian, that mirrors Yerevan’s cautious process of re-accommodation with Moscow.

IMPLICATIONS: The ongoing renegotiation of the Russia–Armenia alliance, alongside Putin’s renewed rapprochement with Azerbaijan as shown at the CIS Dushanbe summit in October, suggests that the recurring “crises” in Moscow’s relations with Yerevan and Baku are not genuine strategic breaks. Instead of marking major shifts, these episodes usually reflect short-term tactical frictions, temporary disagreements that each side manages or uses to achieve immediate political or diplomatic goals.

Such frictions are often exaggerated in Western discussions as signs of a major geopolitical shift, whether portrayed as Armenia’s “pro-Western pivot” or Azerbaijan’s alleged “anti-Russian turn.” In reality, the situation is more nuanced. Both Yerevan and Baku often highlight the appearance of tension with Moscow for strategic purposes, using the perceived distance from Russia to strengthen their negotiating position with Western partners.

For Armenia, this approach supports a dual narrative: expressing European ambitions to gain sympathy and investment while keeping practical ties with Russia for various reasons. Pashinyan’s shifting engagement with the CSTO reflects this duality—not an actual withdrawal, but an effort to push the bloc to act while maintaining reassurance toward Western partners. Likewise, the 2024 removal of Russian border guards from the Armenia–Iran border was largely symbolic, affecting only the Agarak–Nordooz checkpoint, while Russian software systems and personnel continued to operate.

Azerbaijan follows a similar strategy, occasionally dramatizing its disagreements with Moscow to project strategic independence while maintaining practical cooperation. As Aliyev stated during his meeting with Putin in Dushanbe, despite the December plane incident, the “relationship has successfully developed across many areas,” which Putin hoped would “continue in the spirit of our alliance.” Despite symbolic disputes, Baku and Moscow continue to collaborate in energy, transport, and security, including through the “3+3” regional platform and trilateral projects involving Russia, Turkey, Azerbaijan, and Iran. These selective displays do not mean that all tensions are artificial or coordinated. Real disagreements remain, such as over Moscow’s security obligations to Armenia or the oil contamination scandal involving Russian exports passing through Azerbaijani infrastructure to the EU, but Pashinyan and Aliyev rarely cross Moscow’s strategic boundaries. Thus, what appears as instability often serves to renegotiate hierarchies rather than to overturn them.

For Moscow, this managed ambiguity remains advantageous. By allowing limited dissent and some visible distance, Russia maintains its regional influence while appearing less intrusive, “being present by seeming absent.” This recently adopted strategy enables Putin to exercise influence without attracting too much Western attention. From Moscow’s viewpoint, even Western-backed initiatives such as the August 8 Armenia–Azerbaijan Trump Route for International Peace and Prosperity (TRIPP) infrastructure deal are not viewed as threatening. Instead, TRIPP is seen as fitting into Russia’s wider connectivity strategy, linking Russia and Turkey through Azerbaijan, similar to how the North–South corridor connects Russia and Iran. The Kremlin’s reasoning assumes that regional realities, codified by the November 9, 2020, trilateral agreement, will eventually force Washington either to cooperate with Moscow or to withdraw from the project.

For Yerevan, adopting a “region-first” policy means engaging with Russia, Azerbaijan, Turkey, and Iran, even while maintaining pro-Western rhetoric. The March 2025 parliamentary resolution to start EU membership talks serves mostly performative and domestic aims rather than indicating a real policy shift. The Pashinyan government continues to emphasize the advantages of the Eurasian Economic Union and has applied to join the SCO, showing how Western-oriented language coexists with lasting non-Western partnerships.

Moscow’s acceptance of this balancing comes from its belief that Pashinyan’s EU-focused gestures do not present a real threat. This explains the Kremlin’s restrained reaction to events such as the arrest of Russian-Armenian businessman Samvel Karapetyan, who has fallen out of favor in Putin’s circles. Putin does not oppose either Pashinyan or Aliyev; rather, he views both as cooperative actors within Russia’s changing regional strategy. This approach is reflected in the Kremlin’s “warm neutrality,” expressed by Matviyenko toward Pashinyan before Armenia’s elections, and in Putin’s calculated revelation at the Dushanbe summit about Ramiz Mehtiyev’s planned coup against Aliyev. 

CONCLUSIONS: At this stage, Armenia–Russia relations highlight the growing gap between outward perception and internal reality in the region. To Western observers, Armenia’s pursuit of European integration and broader multilateral ties may seem like a gradual move away from Moscow’s sphere of influence. Yet beneath this surface lies a more complex and regionally rooted dynamic. It suggests that the Kremlin is rethinking its approach in the South Caucasus, developing a coordinated and flexible form of engagement with both Armenia and Azerbaijan that hides the full extent of Russian influence while strengthening the illusion that Russia is withdrawing. This adjustment gives all three actors subtle room to maneuver, allowing for a shared strategy of cooperative dominance and geopolitical maskirovka.

AUTHOR’S BIO: Dr Eduard Abrahamyan is a Senior Research Fellow at the Institute for Security Analysis and author of Small States, Russia and the West: Polarity, Constellations and Heterogeneity in the Geopolitics of the Caucasus (Routledge, 2025).

 

Published in Analytical Articles

By Emil Avdaliani

On October 9, the presidents of Russia and Azerbaijan met in Dushanbe. Relations appear to be improving and despite the persisting distrust, Baku seeks to maintain a functional relationship with Moscow. At the same time, Baku has taken significant steps to strengthen ties with Washington, with U.S. companies pledging investments in Azerbaijan’s oil and gas sector. Close relations with both Russia and the U.S. align with Baku’s commitment to a balanced foreign policy aimed at avoiding dependence on any single major power. Through this approach, Baku seeks to demonstrate that it enjoys increasing flexibility in its international maneuvering.



                                                                   Credit: Wikimedia Commons

BACKGROUND: Over the past two months, Azerbaijan’s relations with both Russia and the U.S. have undergone significant changes, reflecting Baku’s continued commitment to maintaining balance in its foreign policy.

On October 9, Vladimir Putin met with Azerbaijani President Ilham Aliyev in Dushanbe, Tajikistan. During the meeting, Putin addressed what he called the “most sensitive issue,” the December 2024 crash of an Azerbaijan Airlines Embraer 190 jet, caused by a Russian air defense missile. He expressed his condolences and effectively issued an apology. Putin stated that the investigation into the crash had concluded and that the causes of the tragedy had been identified. He attributed the incident to three Ukrainian drones allegedly flying over Russian territory at the time and mentioned technical malfunctions in Russia’s air defense system, which launched two missiles that did not directly strike the plane but exploded about ten meters away.

Between the downing of the Azerbaijani airliner and the meeting in Dushanbe, relations grew even more strained following the arrest of members of the Azerbaijani diaspora in Yekaterinburg in June 2025. Russian security forces detained a group of Azerbaijani nationals in connection with murders committed in the early 2000s, resulting in the deaths of two suspects during the operation. In response, Azerbaijan took retaliatory measures, arresting eight Russian citizens on charges of drug trafficking and cybercrime. The Russian House in Baku was subsequently closed, all Russia-related cultural events were cancelled, and Azerbaijani authorities detained both the director and the editor-in-chief of Sputnik Azerbaijan.

Amid the tensions and eventual reconciliation with Russia, Baku has also improved its relations with the U.S., which had deteriorated during the Biden administration. That period coincided with the fall of the Nagorno-Karabakh enclave and the mass displacement of Armenians, developments that created friction between Washington and Baku. However, with Trump’s return to the presidency, momentum began to build toward reversing this trend. The ongoing peace talks between Armenia and Azerbaijan drew renewed U.S. attention, with Washington showing a clear willingness to act as the main mediator in the process.

This development led to the peace summit in Washington, D.C., on August 8, where Yerevan and Baku reached a landmark agreement granting the U.S. a 99-year mandate to oversee the creation and operation of a transit corridor through Armenian territory. Named the “Trump Route for International Peace and Prosperity” (TRIPP), the corridor will connect Turkey with the Caspian Sea, bypassing the traditional route through Georgia. In addition, Azerbaijan secured U.S. President Donald Trump’s approval of an order lifting Section 907 of the 1992 Freedom Support Act, which had prohibited U.S. military assistance to Azerbaijan since the first Nagorno-Karabakh war. During the summit, Azerbaijan’s SOCAR signed a memorandum of understanding with ExxonMobil, and following the event, Washington and Baku agreed to hold regular meetings on military and economic cooperation.

IMPLICATIONS: For Azerbaijan, Putin’s remarks were seen as an apology, and Baku now appears ready to normalize relations with Moscow. Yet beneath this adjustment lies a deeper motive: Azerbaijan’s foreign policy is shaped by calculations of power balance. Although weakened by the war in Ukraine, Russia remains strong enough to exert pressure on Azerbaijan, and Baku has been cautious not to provoke Moscow’s anger. Positioned geographically between Russia and Iran, Azerbaijan remains vulnerable to possible Russian military or economic pressure, as well as to instability from the Middle East driven by Israeli and U.S. actions against the Islamic Republic.

This explains why, after a relatively extended period of tension with Moscow, Baku ultimately chose reconciliation. Moreover, this approach aligns with Azerbaijan’s broader pattern of behavior toward other powers. Since 2020, when Azerbaijan achieved a decisive victory in the second Nagorno-Karabakh war, its relations with Iran have worsened. Tehran grew concerned about the shifting balance of power in the South Caucasus, marked by Azerbaijan’s rising confidence and Turkey’s expanding influence. Until late 2024, ties between Baku and Tehran went through several cycles of tension, yet both sides were careful to prevent any major military escalation. This period concluded with a clear rapprochement between Azerbaijan and Iran, marked by bilateral visits and the reopening of the Azerbaijani embassy in Tehran.

The reconciliation with Moscow also reflects Baku’s ongoing focus on maintaining balanced relations with its neighbors, particularly major powers. Ties with Russia remain important, as shown by the expansion of the International North–South Transport Corridor (INSTC), which runs from Russia’s interior through Iran to the Indian Ocean. A key branch of this corridor passes through Azerbaijan, making it a vital route for Russia’s access to the Middle East. In addition, strong bilateral trade between Azerbaijan and Russia provides another incentive for both countries to avoid any serious deterioration in their relationship.

However, this reconciliation is neither complete nor entirely sincere. Azerbaijan will continue to follow its multi-vector foreign policy, which increasingly limits its dependence on Russia. The broader geopolitical context favors Baku. Engaged in a prolonged conflict that demands vast economic and military resources, Russia has been unable to maintain the dominant position in the South Caucasus that it held before 2022. The regional states, Armenia, Azerbaijan, and Georgia, quickly moved to take advantage of this new flexibility. Azerbaijan regained territories long controlled by Armenia, while Russian peacekeepers in Nagorno-Karabakh largely stood by. Since the fall of the Armenian enclave in September 2023, Azerbaijan’s relations with Russia have steadily worsened. In Baku, the need to rely on Moscow’s goodwill has greatly diminished, giving the country greater confidence in its foreign policy. As a result, Azerbaijan has expanded ties with Israel and Pakistan, improved relations with Iran, strengthened strategic cooperation with Central Asian countries such as Uzbekistan and Kazakhstan, and, most notably, established a strategic partnership agreement with China.

To balance Russia, Azerbaijan needs not only Turkey, its traditional ally, and stable relations with Iran, but also strong ties with the U.S. Although Washington has at times encouraged dialogue with Moscow over the war in Ukraine, it has also demonstrated its ability to pursue an independent agenda in the South Caucasus, often at odds with Russia’s core interests. The TRIPP agreement is one example of this approach. It angered Moscow because the deal reduced Russian influence and encouraged both Azerbaijan and Armenia to follow Washington’s lead. For Baku, therefore, greater U.S. involvement in the region translates into reduced dependence on Moscow.

CONCLUSIONS: The current level of tension with Russia has eased, following a familiar pattern in Azerbaijan’s dealings with Moscow and other neighboring states. It also shows that Russia cannot afford to abandon Azerbaijan or enter a cycle of escalation with Baku. Moscow is unable to handle another major crisis along its borders and remains dependent on Azerbaijan for transit within the INSTC project. Looking ahead, a continued period of stable but cautious bilateral relations is likely, without major escalation, yet unlikely to develop into deeper cooperation. The relationship will remain based on pragmatic, transactional engagement, while over time the geopolitical gap between the two countries can be expected to grow increasingly evident.

AUTHOR’S BIO: Emil Avdaliani is a research fellow at the Turan Research Center and a professor of international relations at the European University in Tbilisi, Georgia. His research focuses on the history of the Silk Roads and the interests of great powers in the Middle East and the Caucasus.

Published in Analytical Articles

By Vali Kaleji 

On August 27, Israeli Prime Minister Benjamin Netanyahu made the unprecedented statement that he recognizes the mass killings of Armenians, Assyrians and Greeks in the early 20th century Ottoman Empire as genocide. Armenia dismissed the gesture as insincere and opportunistic, given Israel’s military cooperation with Azerbaijan and Yerevan’s ongoing normalization talks with Ankara. Netanyahu’s recognition and its aftermath signify the contradictions of the new regional order emerging between the South Caucasus and the Levant.

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BACKGROUND: To maintain ties with Türkiye, Israel had long avoided officially recognizing the mass killings of Christians in the early 20th century Ottoman empire as genocide. When asked by Patrick Bet-David on his podcast why Israel does not recognize the Armenian genocide, Netanyahu said, “I think we have. I think the Knesset passed a resolution to that effect.” However, Israel’s parliament has not passed any such legislation into law. When asked why no Israeli prime minister has recognized the genocide, Netanyahu responded, “I just did. Here you go.”

Türkiye condemned and rejected Netanyahu’s statements. On August 29, it announced the complete suspension of all commercial and economic relations with Israel and the closure of its airspace to Israeli aircraft. This decision may be interpreted as a reaction to Israel’s renewed ground operations in Gaza as well as Netanyahu’s recognition of the Armenian genocide. Türkiye’s responses to previous recognitions have consisted of diplomatic tensions, temporary cooling of bilateral relations, the summoning or recall of ambassadors, and critical rhetoric. To date, Türkiye has not severed relations with any of the 33 states recognizing the Armenian genocide.

Internationally, positions taken on the early 20th-century mass killings of Christians can be broadly divided into three categories. The first includes Türkiye and its close ally Azerbaijan, which deny that the events constituted genocide, characterizing them instead as unsystematic outcomes of the turmoil marking the final years of the Ottoman Empire during the First World War. The second category comprises Asian, Middle Eastern, and African states that neither deny the events nor officially recognize them as genocide. Seeking to preserve relations with Türkiye, these countries employ terms such as “massacre,” “mass murder,” “catastrophe,” “human tragedy,” and “inhumane actions.” 

The third category comprises the governments and parliaments of 33 states that have formally recognized the Armenian genocide. Following Netanyahu’s recent statement, Israel may now be considered the 34th country to join this group. 

IMPLICATIONS: Although no state has ever officially revoked its recognition of the Armenian genocide, the durability of Netanyahu’s stance as an element of Israel’s official policy toward Türkiye remains uncertain. The Knesset has not enacted any legislation formalizing such recognition. It is conceivable that a conclusion of the Gaza war, Netanyahu’s departure from office, changes in the political composition of the Israeli government and Knesset, or a normalization of Israeli–Turkish relations could prompt a reassessment of this position. In that case, Israel’s recognition may remain confined to Netanyahu’s statement amid bilateral tensions with Türkiye, rather than evolving into a permanent state policy.

Syria provides a clear example of how political instability and relations with Türkiye have influenced decisions to recognize the Armenian genocide. For decades, Syria refrained from official recognition, despite its strong ties with the Armenian diaspora and Armenia itself, in order to preserve relations with Türkiye. However, at the height of the Syrian civil war, Syria became the second Arab state, after Lebanon, to recognize the massacres of Armenians as genocide on February 13, 2020. After the fall of the Assad regime, this stance appears to have shifted significantly. The de facto government led by Abu Mohammed al-Golani now maintains close relations with Türkiye. Although it has not yet officially rescinded the earlier recognition, revisions to Syrian school history books, specifically the removal of references to Ottoman-era massacres and Syrian resistance to Ottoman rule, suggest an emerging reorientation in Syria’s approach under the new leadership.

Conversely, the Armenian government’s response to Netanyahu’s statement diverged from its usual reaction to other states’ recognition of the Armenian genocide. Armenian Prime Minister Nikol Pashinyan rejected the Israeli leader’s remarks, emphasizing that Armenia must decide whether it wishes such recognition to become “a geopolitical bargaining chip in the hands of those who have no connection to our reality or the interests of our people.” 

There are four key aspects to the Armenian government’s position. First, Yerevan perceives Netanyahu’s statement as lacking sincerity and genuine historical or moral solidarity with the victims of the genocide, particularly at a time when Israel faces intense international criticism over human rights violations over its war in Gaza. Second, Yerevan attributes this declaration primarily to Israel’s escalating dispute with Türkiye, which has deepened following Israel’s decision to impose a total blockade and occupation of Gaza. Consequently, from Yerevan’s perspective, Netanyahu’s remarks function primarily as an instrument of political pressure on Türkiye. 

Third, Israel maintains a close partnership with Azerbaijan, and Israeli military assistance played a crucial role in Azerbaijan’s victory during the Second Karabakh War in October–November 2020. This conflict resulted in Azerbaijan’s full capture of Nagorno-Karabakh and the mass displacement of Armenians to Armenia. The legacy of Armenia’s political and military defeats, facilitated in part by Israeli support, renders it difficult for the Armenian government to accept or welcome Netanyahu’s recognition. 

Fourth, Pashinyan’s government has actively pursued the normalization of relations with Türkiye in recent years. Following the recent agreement between Armenia and Azerbaijan, mediated by U.S. President Donald Trump, the likelihood of restoring diplomatic relations and reopening the borders between Armenia and Türkiye has significantly increased.

From the perspective of many Armenians, particularly those within the Armenian diaspora who regard themselves as descendants of the survivors of the genocide, Pashinyan’s government is transgressing the “red lines” of Armenian historical claims by seeking normalization with Türkiye without meeting four key preconditions. These include: official recognition of the genocide by the Turkish government; a formal apology from Türkiye, as the Ottoman Empire’s successor state; compensation for the approximately 1.5 million victims; and the restitution of Armenian homes, lands, and churches, especially in eastern Türkiye. Türkiye has consistently rejected these conditions for the past century. 

CONCLUSIONS: Ultimately, Netanyahu’s recognition of the Armenian genocide represents the latest manifestation of the contradictions shaping the emerging regional order spanning the South Caucasus and the Levant. This new configuration has arisen in the aftermath of the events of October 7 and the collapse of the Assad regime in Syria, developments that have diminished the influence of Iran, Russia, and while positioning Arab and Western states, along with Türkiye and, as key actors in post-Assad Syria. Armenia lost an international partner in the al-Assad regime, whereas Azerbaijan has sought to build a productive relationship with its successor. 

Baku has sought to establish a new coalition with Türkiye, Israel, and Syria, attempting to mediate between Ankara and Tel Aviv, as well as between Damascus and Tel Aviv. However, issues such as the Golan Heights, Israel’s support for Syria’s Druze minority, and its military interventions have rendered rapprochement between Israel and Syria particularly difficult. Furthermore, Netanyahu’s recognition of the Armenian genocide and Türkiye’s subsequent decision to sever all trade and air connections with Israel have severely undermined mediation efforts between Ankara and Tel Aviv. Meanwhile, the divergent political aspirations of Syria’s Kurdish population, perceived as a shared challenge by both Türkiye and Syria’s new leadership, constitute another critical element in the intricate geopolitical landscape of the Levant in the post–October 7 and post-Assad era.

AUTHOR’S BIO: Vali Kaleji, based in Tehran, Iran, holds a Ph.D. in Regional Studies, Central Asian and Caucasian Studies. He has published numerous analytical articles on Eurasian issues for the Eurasia Daily Monitor, the Central Asia-Caucasus Analyst, The Middle East Institute and the Valdai Club. He can be reached at    This email address is being protected from spambots. You need JavaScript enabled to view it. .

Published in Analytical Articles

By Nargiza Umarova

Azerbaijan is strengthening its political and economic ties with the Taliban government by playing an active role in creating and developing promising transport routes to South Asia. At the forefront is the Lapis Lazuli Corridor, launched in 2018 through a joint initiative of Afghanistan, Azerbaijan, Turkey, Georgia and Turkmenistan, similar to the ancient route of the Great Silk Road. The possibility of extending the corridor to South Asia is being considered, which would have geo-economic and geopolitical implications for Uzbekistan.

                                                                       Credit: Wikimedia Commons

BACKGROUND: The US$2 billion Lapis Lazuli Agreement was signed by Afghanistan, Azerbaijan, Georgia, Turkey and Turkmenistan on 15 November 2017. The route runs from the Afghan cities of Aqina in Faryab Province and Torghundi in Herat Province, through the Caspian Sea ports of Turkmenbashi and Baku, and the Georgian Black Sea ports of Poti or Batumi, to Istanbul or Kars in Turkey, with further access to the European transport system.

The first test shipment along the Lapis Lazuli logistics chain was carried out in 2018. In January 2021, Turkmenistan, Azerbaijan and Afghanistan signed a trilateral roadmap to develop this route. However, implementation of the document was suspended due to the Taliban's seizure of power in Kabul in August 2021.

Against the backdrop of pragmatic interactions between Central Asian states — particularly Uzbekistan — and the current Afghan leadership, Azerbaijan is also seeking to strengthen its position in Afghanistan as a partner in trade, the economy, transport, and logistics.

Baku’s main priority is the Middle Corridor project, a vital logistics link between China and Europe. The Lapis Lazuli Corridor essentially extends the Middle Corridor to Afghanistan. This enables Kabul to take part in trans-Caspian shipping and to redirect some of its export cargo bound for the European market from Pakistan or Iran, to the South Caucasus and Turkey.

In 2024, Afghanistan’s total trade with the EU was approximately US$ 42 million, which is 15.9 percent higher than the previous year’s figure. Experts predict that this growth trend will continue. Meanwhile, Azerbaijan is attempting to accelerate these processes by adopting a proactive approach to its relations with the Taliban.

On July 2, 2025, on the sidelines of the Economic Cooperation Organization summit in Khankendi, Azerbaijan, Abdul Ghani Baradar, Afghanistan’s Deputy Prime Minister for Economic Affairs, met with Azerbaijani Prime Minister Ali Asadov. They emphasized Baku’s readiness to increase export and import volumes with Afghanistan. The Afghan delegation visited the Baku International Seaport, where they discussed expanding the geography of freight transport along the South Asia-Caucasus-Europe route and integrating Afghanistan into the Middle Corridor.

Azerbaijan and Turkmenistan have made significant efforts to develop the infrastructure of the Lapis Lazuli Corridor. Azerbaijan has invested approximately US$ 1 billion in two vital elements of the project: the Alat Port in Baku and the Baku-Tbilisi-Kars railway. Meanwhile, Turkmenistan constructed the Atamurat (Kerki)-Ymamnazar-Aqina railway in 2016, and connected the Afghan cities of Aqina and Andkhoy by rail in 2021. The Caspian port of Turkmenbashi is also being modernized to increase its capacity. In order to generate economic returns on their investments and reap the long-term benefits of transport service exports, it is crucial for Baku, Ashgabat and other stakeholders along the route to maximize its utilization. This justifies the idea of extending the Lapis Lazuli Corridor to Pakistan and India, which would run contrary to Uzbekistan’s interests.

IMPLICATIONS: It is assumed that the transport corridor from Europe to India via the South Caucasus, Turkmenistan and Afghanistan will become an alternative to Tashkent’s strategic plan for connecting Eastern Europe with the Indian subcontinent. This plan involves linking the Trans-Afghan Railway (Kabul Corridor) with the Northern Railway Corridor through Russia. To this end, Uzbekistan has initiated the formation of the Belarus-Russia-Kazakhstan-Uzbekistan-Afghanistan-Pakistan-Indian Ocean ports transit route, which is set to launch in multimodal format soon.

The main benchmark for calculating the Kabul Corridor’s economic efficiency and feasibility is India’s growing potential for trade with Central Asian countries, the EU, China and Russia.

In the 2024 fiscal year, India’s trade turnover with the EU exceeded US$ 137 billion, with China US$ 118 billion, with Russia US$ 70 billion, and with Central Asian countries US$ 1.7 billion. The majority of Indian goods are delivered to promising markets by sea, which incurs high financial and time costs. The integration of India and Pakistan's transport space into the Eurasian road network is expected to stimulate land transportation along the South Asia-Europe axis. This shift holds great potential for the Kabul Corridor, with a projected annual cargo volume of up to 22 million tons, most of which will be in transit. 

However, the extension of the Middle Corridor to Afghanistan and the development of further access to Pakistan and India will redistribute the flow of cargo from South Asian countries to Europe in favor of Turkmenistan and Azerbaijan, who are connected by the Caspian Sea. In turn, this risks diminishing Uzbekistan’s exclusive role as a trans-Eurasian transport link. 

In theory, the Lapis Lazuli Corridor could be extended to Pakistan by constructing a railway line from Torghundi station on the Afghan-Turkmen border to Naibabad station, which marks the beginning of the Afghan section of the Kabul Corridor. Although this would exclude Uzbekistan from the India-EU supply chain, it would enable the Kabul Corridor to attract additional cargo from the South Caucasus and Turkmenistan. However, this advantage would not offset Uzbekistan’s loss of transit flows from the larger economic centers of Eurasia.

Connecting the Lapis Lazuli and Kabul corridors would motivate constructing the Herat-Mazar-i-Sharif railway, which would breathe new life into the long-standing Five Nations Railway Corridor project, running through China, Kyrgyzstan, Tajikistan, Afghanistan and Iran. The Five Nations Route bypasses Uzbekistan, significantly reducing the distance between East and West. This will probably diminish the importance of the Southern Railway Corridor, which runs through Central Asia, Iran, and Turkey, as well as the China-Kyrgyzstan-Uzbekistan railway, which is intended to be an important component of this route.

At the same time, constructing the Herat-Mazar-i-Sharif railway could undermine the Lapis Lazuli Corridor’s competitive advantage by increasing Iranian transit. Iran already has rail access to northern Afghanistan via the Khaf-Herat route, which is used to deliver Afghan cargo to Europe. Extending the Khaf-Herat railway to Naibabad station near Mazar-i-Sharif and connecting it to the Kabul Corridor would enable Iran to divert potential cargo traffic from India and Pakistan to Turkey and Europe via itself, thereby depriving Central Asian and South Caucasian countries of transit benefits. Consequently, there is a possibility that the Lapis Lazuli Corridor could be extended to South Asia, bypassing Kabul and instead passing through Kandahar. This would stimulate the development of the western Trans-Afghan Railway along the Torghundi-Herat-Kandahar-Spin Buldak route. Turkmenistan and Kazakhstan promote the project as an alternative to the Kabul Corridor. 

Russia should be considered a potential stakeholder in the extension of the Lapis Lazuli Corridor along any of the trans-Afghan routes. Moscow has already announced plans to connect with Afghanistan via the Caspian Sea, utilising Turkmenistan’s port and rail infrastructure, which would integrate Russia into the Lapis Lazuli Corridor. This would establish a connection between India and Russia, and potentially Europe, through Turkmenistan and the Caspian port of Turkmenbashi, rather than through Uzbekistan.

CONCLUSIONS: Uzbekistan’s best option for maintaining and enhancing its competitive advantages in trans-Eurasian and trans-Afghan transport is to accelerate construction of the Kabul Corridor, involving all Central Asian states financially to the maximum extent possible. Kazakhstan’s practical support for developing the Kabul Corridor is important, as connecting it to the Northern Railway Route to Europe will enable Astana to receive an additional transit flow of up to 20 million tons per year. This will preempt any potential competition from Astana and Ashgabat in developing trans-Afghan transport connections. 

It would be worth proposing to Baku the joint promotion of a new multimodal corridor from India, Pakistan, Afghanistan, Uzbekistan and Kazakhstan to Azerbaijan, Georgia, and the EU. This would stimulate the development of the Middle Corridor by increasing transport from South Asia and Afghanistan to Europe via the Caspian Sea.

Moreover, an alternative should be developed to the Five Nations Route, instead envisaging a connection between China, Afghanistan and Iran through Uzbekistan and neighboring countries. This would ensure the profitability of the Mazar-i-Sharif-Herat railway project for Tashkent.

AUTHOR'S BIO: Nargiza Umarova is a Senior Research Fellow at the Institute for Advanced International Studies (IAIS), University of World Economy and Diplomacy (UWED) and an analyst at the Non-governmental Research Institution ‘Knowledge Caravan’, Tashkent, Uzbekistan. Her research activities focus on developments in Central Asia, trends in regional integration and the influence of great powers on this process. She also explores Uzbekistan’s current policy on the creation and development of international transport corridors. She can be contacted at  This email address is being protected from spambots. You need JavaScript enabled to view it. .

 

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The Central Asia-Caucasus Analyst is a biweekly publication of the Central Asia-Caucasus Institute & Silk Road Studies Program, a Joint Transatlantic Research and Policy Center affiliated with the American Foreign Policy Council, Washington DC., and the Institute for Security and Development Policy, Stockholm. For 15 years, the Analyst has brought cutting edge analysis of the region geared toward a practitioner audience.

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