By Vali Kaleji 

While the Armenian government appears to seek a short-term balance between the U.S. and Russia in the railway sector, its long-term objective is to end Russia’s monopoly and extensive influence over this critical infrastructure in Armenia. The realization of this objective, as well as reforms in the electricity and gas sectors, largely depends on the outcome of the decisive parliamentary elections on June 7, 2026. These elections will determine whether Armenia returns to its pre-2018 foreign policy orientation or continues its recent trajectory toward closer alignment with the West.

 Photo by Denis Belitsky, 2023

BACKGROUND:

On 13 February 2008, Armenia signed an agreement transferring full control of the state-owned Armenian Railways to South Caucasus Railway (Yuzhno-Kavkazskaya zheleznaya doroga, YuKZhD), a wholly owned subsidiary of Russian Railways (RZhD). Subject to mutual agreement, the contract may be extended until 2048. The agreement followed a concession model, transferring operational, managerial, and investment responsibilities to the Russian side. Although ownership of the railway infrastructure formally remained with the Armenian government, operational control, investment decisions, tariff policy, and network development were effectively placed under Russian authority, constituting influence without formal ownership.

The 2008 railway agreement was effectively a continuation, and one of the consequences, of the 2002–2003 “debt-for-assets” agreement between Armenia and Russia, which settled Armenia’s US$ 96 million debt to Russia. The 30-year concession agreement is widely regarded as a major turning point in the development of Russia’s structural influence over Armenia’s economy and infrastructure in the post-Soviet period. Under the debt-for-assets arrangement, ownership or management of six major industrial and economic assets in Armenia, including electricity, gas, electronics, and defense-related sectors, was transferred to Russia, facilitating Russian dominance and influence in other sectors, including railways and telecommunications.

To reduce this monopoly and dependency, the Armenian government signed an agreement with Iran in 2009, one year after the 30-year concession agreement, to construct the “Marand–Norooz–Meghri–Yerevan” railway. Russia opposedthe project, and despite considerable efforts by Armenia, the railway was never realized, leaving Russia’s monopoly over Armenia’s railway network intact.

Plans to revive Soviet-era railway routes in the southern South Caucasus failed to materialize in the transformed regional environment following the Second Nagorno-Karabakh War in 2020. However, the peace agreement signed by Ilham Aliyev and Nikol Pashinyan at the White House on August 8, 2025, marked a new phase in the construction and integration of road and railway routes in southern Armenia. Nevertheless, despite the completion of approximately 80 percent of the 110-kilometer Horadiz–Aghband railway line in southwestern Azerbaijan (around 140 kilometers including auxiliary routes), and Turkey’s initiation of a new 224-kilometer railway line from Kars to the Nakhichevan border, scheduled for completion before 2030, the rehabilitation and construction of the railway line in southern Armenia has yet to begin.

In these circumstances, during a press briefing on February 13, Armenian Prime Minister Nikol Pashinyan stated that a country maintaining “friendly relations” with both Russia and Armenia could “purchase the concession management rights” of Armenia’s railways, which are currently under Russian management. He presented this as a potential solution to Armenia’s loss of “competitive advantage” by having international routes pass through the country. When asked which states could assume such a role, Pashinyan mentioned Kazakhstan, the UAE, and Qatar, while noting that the list was not exhaustive.

IMPLICATIONS:

Pashinyan’s recent statements may represent the latest step by the Armenian government to reduce the country’s dependence on Russia in the infrastructure sector. Following the collapse of the Soviet Union, Russian control and influence over Armenia’s railway network and railway management became particularly significant due to Armenia’s status as a landlocked country. After the First Nagorno-Karabakh War, Armenia’s railway routes with Azerbaijan (the eastern route) and Turkey (the western route) were closed. The disruption of railway connections between Armenia and Azerbaijan also severed Armenia’s rail link with Iran via the Julfa–Nakhichevan route. Consequently, over the past three decades, Armenia’s only active railway connection has been the northern route, a Soviet-era railway line running through Georgia to Russia and the Black Sea. Notably, despite the breakdown of diplomatic relations between Russia and Georgia following the August 2008 war, this railway corridor, like the road route, has remained open and operational.

The absence of Armenia’s railway connectivity in three directions, eastward towards Azerbaijan, southward towards Iran, and westward towards Nakhichevan and Turkey, and the country’s dependence on the northern route through Georgia to Russia significantly strengthened the monopoly position and influence of the Russian-controlled South Caucasus Railway company. The Armenian government’s new approach therefore represents a step toward reducing Russia’s monopoly and influence over Armenia’s railway infrastructure, while also diversifying the country’s rail connections.

However, the most noteworthy aspect is Russia’s continued presence in these developments. Although Russia was excluded from the agreements reached during the Washington summit, it nevertheless expressed readiness to discuss possible participation in the Trump Route with Armenia. Mikhail Kalugin, Director of the Fourth CIS Department at the Russian Foreign Ministry, argued that “there are ample grounds” for such involvement. Among other points, Kalugin referred to South Caucasus Railway, which “holds a concession to manage Armenia’s railway network.”

On the other hand, Armenian Prime Minister Nikol Pashinyan revealed that he had asked Russia to “urgently address” the full restoration of railway sections adjacent to the Azerbaijani exclave of Nakhichevan and the Turkish border. The issue concerns three key railway sections: Yeraskh–Nakhichevan, Gyumri–Kars, and Ijevan–Gazakh. Pashinyan stated that he had raised the matter with Russia more than a month earlier.

However, the Armenian government appears to support Russian participation and investment only in railway sections located outside the so-called “Trump Route.” Addressing possible Russian involvement in the project, Nikol Pashinyan stated that the route is a bilateral initiative with the U.S., adding that “any third-party involvement can be discussed only bilaterally.” Pashinyan also responded to the South Caucasus Railway’s expressed readiness to transfer only the Meghri railway section, through which the Trump Route is expected to pass, from its administration to Armenia, arguing that the statement reflected a “misunderstanding.” “The [Meghri railway] section is not under Russian management for it to be handed over to Armenia. It is Armenia’s sovereign territory, and we have not delegated the management of that sovereign territory to anyone. There is no railway there to be managed by anyone,” Pashinyan stated.

In fact, as Russian Deputy Prime Minister Alexey Overchuk stated, the Russian Federation has decided to begin substantive negotiations on the restoration of two sections of Armenia’s railway network that would reconnect Armenian railways with the railway network of the Republic of Azerbaijan near the town of Yeraskh and with the railway network of the Republic of Turkey near the settlement of Akhuryan. The total length of the sections to be restored has been announced as 1.6 kilometers and 12.4 kilometers, respectively. All of these sections exclude southern Armenia, through which the Trump Route is expected to pass. Nevertheless, the reopening of these railway sections forms part of the Pashinyan government’s Crossroads of Peace project.

CONCLUSIONS:

Armenia’s exit from political and military dependence on Russia is unlikely without ending Russia’s monopoly over the country’s economic infrastructure. The Armenian government took an initial step in this direction by nationalizing the country’s electricity grid, and on July 9, 2025, Armenian President Vahagn Khachaturyan signed a law permitting the nationalization of the national electricity distribution company. However, this decision became politically contentious following the arrest of opposition leader Samvel Karapetyan, who had acquired full ownership of the Armenian Power Grid Company and the Hrazdan Thermal Power Plant in 2017.

Armenia’s dependence on Russian-controlled economic infrastructure extends beyond railways and electricity. The exclusive supplier of natural gas in Armenia’s domestic market is Gazprom Armenia, a Russian-Armenian company established in December 1997, whose shares are wholly owned by Russia’s Gazprom. Consequently, Armenia’s efforts to end Russia’s monopoly and influence over its economic infrastructure face significant obstacles. The realization of this objective will largely depend on the outcome of the crucial parliamentary elections on June 7, 2026, which will determine whether Armenia returns to its pre-2018 foreign policy orientation or continues its recent trajectory toward closer alignment with the West.

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. .

By Laura Linderman and Lydia Sawatsky

The catastrophic flooding that struck Dagestan and northern Azerbaijan in late March and early April 2026, the worst rainfall event the republic has seen in over a century, has done more than damage homes and infrastructure. It has exposed the limits of Russian state capacity on its southern periphery at a moment when Moscow's grip on the wider Caucasus is already loosening, and it has done so along the precise ethnic and territorial seam where the Kremlin has long kept what the Chechen analyst Inal Sherip has called the "Lezgin card" in reserve. The Kremlin's belated and rhetorically defensive response, set against a more coherent Azerbaijani posture to the same storm, will accelerate Baku's strategic recalibration away from Moscow and rearrange political loyalties along the Lezgin cross-border zone in ways Russia has no current means to repair.

BACKGROUND:

Between March 27 and April 8, an unusually intense Caspian cyclone delivered rainfall to Dagestan and northern Azerbaijan that meteorologists in both countries have described as a record-breaking event of a scale not seen in 107 years. At an April 9 meeting on the disaster, Vladimir Putin himself observed that "since meteorological observations began, in 1882, such figures have never been recorded in the region." By that point, at least seven people had been confirmed dead in Dagestan, more than 6,200 had been evacuated, around 1.5 million had been affected in some way, and over 6,000 residential buildings had been damaged or submerged. The Gedzhukh reservoir dam in Derbentsky district was overtopped on April 5, sweeping cars off the federal motorway. Sections of the Caucasus federal motorway and the North Caucasus Railway were severed, and three substations in Makhachkala (Primorskaya, Vostochnaya, and Makhachkala-110) were flooded and temporarily knocked offline. Yuri Chaika, the Presidential Plenipotentiary in the North Caucasus Federal District, put initial damage at over one billion rubles. On April 7, Putin directed the elevation of the regional emergency to federal status, with the formal designation issued by the government commission on April 9.

The same storm did not stop at the international border. In Azerbaijan, it caused fatal flooding in Baku's Yeni-Ramana settlement on March 27 and 28, the death of a man swept away by floodwaters in Gusar district on April 5, and the collapse of a house in Baku's Sabunchu district on the night of April 7. The worst-affected Azerbaijani districts (Gusar, Khachmaz, and Quba) are precisely those where the country's Lezgin minority is most heavily concentrated.

The official Russian response combined high-profile federal visits with a striking reluctance to take responsibility. Emergency Situations Minister Alexander Kurenkov, Construction Minister Irek Faizullin, and Natural Resources Minister Alexander Kozlov all traveled to Dagestan. Sergei Melikov, the head of Dagestan, nevertheless attributed the loss of life among motorists swept off the federal motorway to local "carelessness," and blamed flooding in Makhachkala on "reckless" real estate development. Residents were not persuaded. Novaya Gazeta Europa quoted a resident of Mamedkala who said that the only reason fatalities had not run into the dozens was that locals were pulling each other from the floodwaters themselves. Moscow's instinct to manage the crisis through televised commission meetings rather than visible mobilization on the ground reflects a federal centre that is overstretched, not one choosing restraint.

IMPLICATIONS:

The political significance of the floods extends beyond the disaster itself, because they have arrived at a moment when several reinforcing trends across the Caucasus are converging.

The first is the visible thinness of Russian state capacity outside the Kremlin's core priorities. In the same week Moscow elevated the Dagestan emergency, it absorbed the loss of its last functioning railway ferry across the Kerch Strait to Ukrainian drone strikes. Federal budget transfers, once routine for the North Caucasus, are now constrained by wartime spending and sanctions. Chronic unemployment, entrenched corruption, underdeveloped infrastructure, and reliance on heavy-handed security policies remain unresolved across the North Caucasus, continuing to fuel local grievances. The entire Kadyrov model of patronage-based stability rests on a federal balance sheet that is no longer flush, and the perception of decline now circulates openly in exile and opposition spaces. In late April, the former Chechen deputy prime minister Ruslan Kutaev, who now leads the Assembly of Peoples of the Caucasus, publicly claimed that "everyone knows Putin has lost" and that the great majority of Kadyrov's forces would switch sides at the right moment. The claim is contested, but its open airing is itself a marker of what exile figures now feel free to assert.

The second is the changing posture of Baku. Azerbaijan, hit by the same storm, has handled its response more conventionally. The country has its own constraints; residents in Baku's Yeni-Ramana settlement blocked a road in late March to protest inadequate drainage after rainfall killed two people near a damaged power cable, and Baku city authorities attributed some of the worst flooding to housing built without compliance with safety codes. But Baku has not attributed specific deaths to the carelessness of the dead. Through its Ministry of Emergency Situations, it has evacuated more than 450 people from flood zones, issued regular briefings, announced an expansion of its agricultural insurance regime to cover flood losses on April 8, and on April 28 President Ilham Aliyev allocated 85.9 million manat (approximately 50 million USD) from his reserve fund for flood relief. The political tone in Azerbaijani state media has been one of administrative competence and immediate action rather than recrimination.

This contrast matters because Azerbaijan has spent the past eighteen months systematically distancing itself from Moscow. Following the December 2024 destruction of Azerbaijan Airlines Flight 8243 by Russian air defenses over Grozny, and the June 2025 Yekaterinburg raids in which two ethnic Azerbaijani brothers died in Russian custody, Baku closed the Russian House, suspended Sputnik Azerbaijan, sued Russia internationally, and at the February 2026 Munich Security Conference President Aliyev publicly accused Moscow of three deliberate strikes on Azerbaijani diplomatic facilities in Kyiv. The trajectory has only accelerated. On April 25, four days after the federal emergency was declared in Dagestan, Aliyev hosted Volodymyr Zelensky in Gabala on the Ukrainian leader's first visit to the South Caucasus since the Russian invasion of Ukraine began, and the two presidents signed six bilateral agreements concentrated on defense-industrial cooperation, joint production, and the deployment of Ukrainian drone specialists in Azerbaijan. Every image of Russian inadequacy on Azerbaijan's northern doorstep validates Baku's strategic choice.

Baku's confidence rests on more than rhetoric. The early-2026 strikes on Iran have reduced the third regional power with traditional interests in the borderlands to silence born of weakness rather than restraint, and the Iran war has paralysed the International North-South Transport Corridor through banking and insurance restrictions, redirecting Eurasian cargo to the Trans-Caspian route through Azerbaijan and Kazakhstan, where demand surged 450 to 500 percent in a single week. Baku has also kept its land borders, including with Russia, closed since the COVID-19 pandemic, retaining the closure for political reasons. There are no longer direct flights from Baku to any Dagestani or Chechen city. That Azerbaijan can simultaneously absorb a war next door, manage the diversion of Eurasian transit through its own ports, and project administrative competence in a domestic flood response is itself a measure of how far the regional balance has shifted.

The third element, and the most underappreciated, is the cross-border ethnic dimension. The areas of Dagestan worst affected, Derbentsky and Magaramkentsky districts and the southern coastal belt, are the historic homeland of the Lezgin people, who number roughly 800,000 in southern Dagestan and between 180,000 and 260,000 in northern Azerbaijan. As Sherip notes, demographics heighten fragility: Dagestan alone hosts an Azerbaijani community of roughly 120,000, more than a third of the population of Derbent, while Azerbaijan hosts approximately 250,000 Lezgins and Avars, meaning any cross-border incident would almost inevitably spill across the frontier. Sergei Melikov, notably, is the first ethnic Lezgin to head Dagestan; with a Lezgin father and a Russian mother, he was born in Orekhovo-Zuyevo near Moscow and made his career in the federal security services, with no ties to Dagestan or its local elites before Putin appointed him acting head in October 2020. The Samur River that forms much of the international border is itself part of the flood story. Moscow has historically managed this frontier by holding the "Lezgin card" in reserve, quietly cultivating the Sadval movement and other Lezgin nationalist organizations in the 1990s as leverage against Baku and then letting them wither when Azerbaijani concessions were required. The flood inverts this calculation. A perception that Moscow neither protects nor compensates Lezgins on its side of the border, while Baku at least musters a coherent administrative response on its side, is the kind of fact that reshapes long-term political loyalties at the margins.

The fourth element is recent political memory. The September 2022 anti-mobilization protests in Makhachkala and Endirei were the largest in the North Caucasus and the first significant public unrest in the republic in a decade. They were touched off by the same dynamic now visible in the flood response: a federal centre that extracts more from Dagestan than it provides. The flood does not, by itself, manufacture a protest movement. But the conditions that produced 2022 (the perception of federal extraction, official contempt for local life, and the absence of meaningful Dagestani representation in Moscow's calculations) are all reinforced by what Dagestanis are seeing this month. Dagestan has been disproportionately mobilized for the war in Ukraine, has been chronically underfunded for infrastructure, and is now being told by its own governor that its dead were simply careless.

CONCLUSIONS:

The Dagestan floods of 2026 will not, in themselves, dislodge Sergei Melikov or destabilize the Russian Federation's hold on its southern periphery. Melikov's regional security apparatus remains coherent, and the federal centre has committed visible resources. What the floods will do is accelerate trends already in motion. Baku will read the contrast between the two responses as further confirmation that its strategic distancing from Moscow carries declining costs, a reading already legible in the Gabala signings of April 25. Yerevan, watching from across the South Caucasus, will draw the same conclusion: that a Russian state which cannot compensate flood victims on its own southern periphery is unlikely to provide the security guarantees it has long been asked to provide. The Lezgin cross-border community will quietly absorb the lesson that the federal centre will mobilize cameras before it mobilizes pumps. Western policymakers, who have spent the past year recalibrating their approach to the South Caucasus in the wake of the TRIPP framework and Vice President Vance's February 2026 visit to the region, will find that Moscow's regional credibility has eroded slightly further in a part of the Russian Federation where that erosion was supposed to be impossible. As AFPC Senior Fellow Mamuka Tsereteli has argued, the war in Ukraine has produced a paradox for American strategy: it has reduced Russia's long-term strategic power even as it has hardened Moscow into a more risk-tolerant adversary. The window for Western policymakers to lock in this regional shift remains open, but it will not stay open forever. The floodwaters in Dagestan will recede in the coming weeks. The political water table in the Caucasus has shifted by a measurable amount, and it is shifting in the same direction in which the rivers are running, south, away from a centre that no longer commands them.

AUTHOR’S BIO: 

Laura Linderman is a Senior Fellow and Director of Programs at the Central Asia-Caucasus Institute at the American Foreign Policy Council, and a nonresident fellow at the Atlantic Council's Eurasia Center. Lydia Sawatsky is a researcher at the Central Asia-Caucasus Institute.

By Eldaniz Gusseinov, Rassul Kospanov

The Pakistan–Afghanistan war has accelerated Kabul's economic reorientation toward Central Asia, a structural shift that Uzbekistan and Kazakhstan have moved most visibly to institutionalize. Less visible, but strategically consequential, is the parallel track that Russia has been constructing through the Republic of Tatarstan. Over the course of 2024 and 2025, Tatarstan has signed memoranda worth US$ 183 million with Afghan private-sector counterparts, doubled bilateral trade to US$ 51 million in the first eleven months of 2025, and prepared a trilateral Russia–Turkmenistan–Afghanistan transport corridor agreement for signature at KazanForum 2026. The pattern suggests that Moscow has delegated a substantial component of its Afghan engagement to a subnational actor as a calibrated instrument of paradiplomacy, a model that carries implications for how external powers compete for position in the emerging trans-Afghan corridor system.

BACKGROUND:

Tatarstan's suitability as Moscow's Afghan channel rests on a combination of confessional, communal, and institutional factors that no other Russian federal subject combines. The republic's Islamic identity provides a register of communication with the Taliban authorities that federal Russian institutions cannot easily replicate. 

Kazan hosts the annual Russia–Islamic World: KazanForum, which since 2023 has carried federal status and functions as one of the few large-format venues where Taliban officials are received. An additional advantage is the presence of a historically established Tatar diaspora in Afghanistan. A notable Tatar community has lived in the country since the nineteenth century, having been formed largely by merchants and trading intermediaries from the Russian Empire who gradually settled in Afghan cities and integrated into local society. 

Today, descendants of this diaspora are concentrated primarily in the northern provinces of Balkh, Samangan, and Baghlan, providing Kazan with an important human infrastructure for engagement that predates the events of 2021. In March 2021, the Afghan government formally recognized "Tatar" as a nationality category in civil documentation, which anchored the community's relationship with Kazan more durably than informal ties had previously allowed.

The institutional architecture developed in parallel. In 2023, a Russian business center affiliated with the Kazan-based Charitable Patriotic Fund of Muslims opened in Kabul. Russia became the first country to open a business representative office in Afghanistan after August 2021. 

Tatarstani firms entered the market before the federal center had resolved the legal status of the Taliban movement, which remained on Russia's list of banned organizations until April 2025, when the Supreme Court suspended the ban and Russia became the first state to formally recognize the government in Kabul. 

During that pre-recognition period, Tatarstan's engagement operated in a space that federal diplomacy could not formally occupy, and the institutional relationships established during those years have persisted after recognition. 

As CEO of the Charitable Patriotic Foundation of Muslims of Russia, Rustam Khabibullin headed the business representative office. Even before the Taliban movement came to power, the patriotic foundation of Muslims had maintained relations with Afghanistan, in particular with Afghans of Tatar origin. Trade volumes reflect the accumulated weight of this engagement. 

Tatarstan–Afghanistan commerce doubled in the first eleven months of 2025 to US$ 51 million, accounting for roughly 10 percent of total Russian–Afghan trade. Tatarstan exports petroleum products, grain, KAMAZ trucks, and specialized equipment; Afghanistan exports dried fruits and minerals. 

In May 2025, Deputy Prime Minister Abdul Ghani Baradar led an Afghan delegation to Kazan for meetings with Rais Rustam Minnikhanov and federal ministers. 

In August 2025, a Tatarstani delegation headed by Deputy Prime Minister Oleg Korobchenko travelled to Kabul, the first regional Russian delegation of such standing to visit in the post-2021 period.

IMPLICATIONS:

The paradiplomatic model offers Moscow operational flexibility that formal diplomacy cannot match, even after recognition. Industrial cooperation, equipment supplies, and energy projects can be advanced through Kazan without elevating every transaction to state-to-state protocol. 

The confessional and historical background that Tatarstan brings to the engagement is quite unique. Recognition has regularized the legal environment without altering the functional logic that made Kazan the preferred channel in the first place. 

The federal center has therefore continued to route substantial engagement through the republic rather than absorbing the Afghan file fully into the standard Ministry of Foreign Affairs framework.

This model also has historical precedents. During the Soviet period, Moscow often used Kazakhstan and Uzbekistan as showcase republics of the “Soviet East” — modernized Muslim-majority regions meant to demonstrate the compatibility of socialism with development, secular governance, and industrial progress. 

Tashkent in particular hosted Afro-Asian conferences and served as a symbolic bridge to the decolonizing world, while Kazakhstan projected an image of industrial modernity and frontier development. In this sense, the current use of Tatarstan as Russia’s preferred Afghan channel reflects not an innovation, but a revival of an older practice: governing external peripheries through carefully selected internal Muslim intermediaries.

The trilateral Tatarstan–Turkmenistan–Afghanistan transport corridor scheduled for signature at KazanForum 2026 in May represents the most consequential element of this architecture. The route is conceived as an alternative to the International North-South Transport Corridor, whose Iranian segment has been disrupted by regional conflict. 

Nuruddin Azizi, the Afghan Minister of Industry and Trade, has been one of the driving forces behind the project from Afghanistan, and Oleg Korobchenko, Tatarstan's Deputy Prime Minister and Minister of Industry and Trade, has overseen the Tatarstani component through regular meetings with the Afghan side. First shipments are planned from Tatarstan. Khabibullin has identified Afghanistan as Tatarstan's leading importer of halal-certified goods. In 2024, companies in Tatarstan exported US$ 37 million worth of halal products to Afghanistan. This figure is 20 times higher than in 2023.

If the corridor materializes, it will deepen Russian participation in the trans-Afghan railway architecture that Uzbekistan and Kazakhstan have been actively advancing. Uzbekistan's project, which runs from Termez through Mazar-i-Sharif toward South Asian ports via the Salang Pass. Kazakhstan's alternative route, with approximately US$ 500 million committed including a logistics hub in Herat, follows the technically simpler Turgundi–Herat–Kandahar–Spin Boldak corridor across western Afghanistan.

A parallel track runs through Uzbekistan's Surkhandarya region, where the Aritom free economic zone in Termez borders Afghanistan and offers multimodal logistics including rail, road, and river port. At the Russia–Uzbekistan interregional conference held in Termez in autumn 2026, Tatarstani and Surkhandarya officials advanced a cooperation framework covering industrial localization, agro-processing, and transit through Aritom toward Afghan and broader South Asian markets. The Uzbek side has positioned the zone as a 250-million-consumer gateway; Tatarstan's two industrial parks at Chirchik and Jizzakh, where more than half of resident firms are Russian, provide a productive base that can be articulated with the transit infrastructure at Termez. The architecture allows Russian exports to reach Afghan markets either through the Turkmen corridor or through Uzbek infrastructure, which diversifies the operational risk inherent in a single route.

Energy and resource cooperation extends the model further. At the Tatarstan Oil and Gas Chemical Forum, the Taliban's acting Minister of Mines and Petroleum Hedayatullah Badri publicly invited Tatarstani firms to invest in Afghan hydrocarbon projects, while the acting Minister of Energy and Water Resources Abdul Latif Mansur proposed Tatarstani participation in the Panjshir-to-Kabul water transfer project. Memoranda on exploration, extraction, and processing of oil and gas were signed in Kazan in 2025, and KER-Holding has advanced proposals for coal-fired power generation in Afghanistan. This is a role that China lost when its oil extraction project in northern Afghanistan was cancelled, and which Kazakhstan is now beginning to contest through Kazatomprom's and Kazakhmys's exploration activities in Laghman.

The labor migration track, opened in late 2025, adds a further dimension. Kabul has formally proposed directing Afghan labor migrants to Tatarstan, with an initial cohort of approximately 1,000 workers for the agricultural sector and potential expansion across industries. This inverts the direction of the Afghan exodus of the 2021–2024 period and establishes a formal channel through which Afghan labor enters Russia via a subnational agreement, a configuration that the federal labor migration framework has not previously accommodated.

The limits of the model are also visible. Banking infrastructure remains the principal operational constraint. Rustam Khabibullin has publicly identified transaction commissions of approximately 30 percent as a substantial barrier to Russia–Afghanistan commercial settlement and has proposed that Russia develop an international payments system modelled on hawala for transactions with member states of the Organisation of Islamic Cooperation. Nur Ahmad Agha, the chairman of Da Afghanistan Bank, is expected to attend the first congress of OIC national bank representatives at KazanForum 2026, which has been identified as the venue for this discussion. Without a payments architecture that can absorb Afghan transactions at scale, the trade volumes reported will remain concentrated in a narrow band of fuel, grain, and equipment.

CONCLUSIONS:

Tatarstan's Afghan engagement is neither a humanitarian gesture nor a purely commercial venture. It is the operational layer of Russian policy in a region where the confessional and communal dimensions of the relationship carry weight that standard diplomatic instruments cannot supply. 

Russia's formal recognition of the Taliban government in April 2025 regularized the legal environment without displacing the Tatarstani channel, because the republic's combination of Islamic identity, a diaspora community in northern Afghanistan, an institutional platform in KazanForum, and a productive industrial base constitutes an instrument that no federal subject of Russia could replicate. 

The trilateral corridor agreement prepared for May 2026 and the parallel track through Surkhandarya indicate that the model is scaling from bilateral commerce toward regional transit infrastructure. Whether Tatarstan's engagement consolidates into a durable Russian presence in Afghanistan will depend on the resolution of payment-system constraints and on whether Moscow formalizes the paradiplomatic arrangement through a trade representation in Kabul. 

The broader significance lies in what the case illustrates: in the northward reorientation of Afghanistan that began with the closure of the Pakistani corridor, external powers are not only competing through state-level instruments but through the subnational channels that carry confessional, communal, and industrial advantages.

AUTHOR’S BIO: 

Eldaniz Gusseinov is Head of Research and сo-founder at the political foresight agency Nightingale Int. and a non-resident research fellow at Haydar Aliyev Center for Eurasian Studies of the Ibn Haldun University, Istanbul. Rassul Kospanov is a Senior Researcher at the National Analytical Center under Nazarbayev University, where he coordinates socio-political research projects and prepares analytical reports and policy recommendations for central and local government bodies. His work focuses on political processes in Kazakhstan and across Central Asia, as well as issues of regional cooperation.

By Stephen Blank

Recent trends in world politics have led several analysts to emphasize the idea of the retreat or recession of Russian power abroad. Yet few have commented on a key aspect of this retreat, namely the growing movement across Central Asia to unseat the Russian language from its position, often enshrined in law, as an official language on a par with the native tongue. Trends across the region demonstrate state action to diminish the role of the Russian language, growing political discussion of the issue, or socio-economic trends working to reduce the hegemony of the Russian language. These trends also display both Russia’s mounting anxiety about such trends and its increasingly visible inability to reverse or stop them.

BACKGROUND:

Russia’s recent reversals in Syria, Venezuela, the Caucasus and potentially Iran have triggered a flood of articles proclaiming the retreat of Russian power. However, none of these writings noticed the parallel ongoing dethronement of the Russian language from its previous eminence in Central Asia. Nevertheless, this epochal development, like Russia’s aforementioned geostrategic defeats, possesses profound political as well as cultural significance.  Given the importance of linguistic policies in the Tsarist, Soviet, and now post-Soviet regimes, the retreat of the Russian language from a position of linguistic-political primacy in Central Asia signifies major political and cultural transformations.

Specifically, Kazakhstan’s new constitution subtly but overtly downgrades the status of Russian as an official language. Article 9 of the new constitution establishes Kazakh as the dominant language of the country, relegating Russian to the status of an official language used by the government “alongside” Kazakh. This new constitution obtained massive public support although much of it was probably engineered from above, forcing Putin to congratulate President Tokayev on its ratification.  However, those congratulatory remarks, as Tokayev and his team well know, probably came through clenched teeth and were preceded by much Russian public criticism of Kazakhstan’s language policies.

An analysis of Russian press perspectives on the return of Kazakhstan’s Latin alphabet, originally introduced in the 1920’s, from the Cyrillicization of the alphabet during the height of Stalinism, displays a politicized perspective where this process is seen as a repudiation of a Russian orientation in favor of a Turkic-Western one. Insofar as Turkey and Western powers like the EU and the U.S. have stepped up their presence and interest in Kazakhstan and Central Asia as a whole, this politicized perspective sees language and alphabet policies as manifestations of the growing regional presence of those parties at Moscow’s expense. Thus, Russian press coverage warns Central Asian audiences against alleged foreign plots of an imperialist nature.

Russian media also minimize or deny the agency of Kazakhstan and other Central Asian states in formulating and then executing their own alphabet and language policies while implicitly and often overtly extolling the superior, imperial role of Russia’s language and culture as a vehicle for connecting Central Asia with modern civilization and culture. In other words, much of this literature reflects an imperial echo with deep roots in late Tsarist and then Soviet imperial policies that Russian elites seek to preserve.

IMPLICATIONS:

Kazakhstan’s assertion of its linguistic sovereignty challenges the Russian dream of maintaining its cultural-political hegemony over Central Asia because it is losing the means to enforce that claim on Kazakhstan and because Astana’s example is being replicated across Central Asia, e.g. in Uzbekistan and Kyrgyzstan. In Uzbekistan, as a 2024 paper makes clear, Russian must coexist if not compete with Uzbek and Tajik while English, a global Lingua Franca, is rapidly gaining on it as well. In Kyrgyzstan, Kazakhstan’s example has simultaneously stimulated debates on emulating its language policy.

Predictably the Russian government, sensing another threat to its receding hegemonic pretensions, has reacted strongly. On March 19, its embassy in Bishkek forcefully demanded that Kyrgyzstan’s government suppress “provocative statements of certain public figures” about the place of Russian in Kyrgyz society. The statement also complains about “language patrols” where vigilantes purportedly try to intimidate people to stop speaking Russian and speak only Kyrgyz. The embassy deemed such calls incitement to ethnic hatred and a threat to Russo-Kyrgyz strategic partnership and, in a conscious echo of Soviet propaganda, “deep alliance between our fraternal peoples and countries – Russia and Kyrgyzstan.”

This atavistic employment of Soviet tropes is no accident. Whereas Lenin’s language policies, likely inspired by his father’s work in teaching Orthodoxy to Muslims, wagered that teaching socialism would lead Soviet Muslims to socialism; Stalin decisively imposed Russification by giving the Russian language primacy and Cyrillicizing Central Asian alphabets. Putin’s consistent attacks on Lenin’s nationality policies, many of which stemmed from an appreciation of socio-political realities during the early Soviet period, reflect his clear preference for the centralizing, Stalinist, and more openly imperialist policies of Stalin and his successors.

Nevertheless, a generation after independence and having devoted much effort to fostering large-scale national identification among their populations, Central Asian leaders are openly moving to assert not just their foreign policy sovereignty, but also their linguistic nationalism. The use of Russian across Central Asia will likely remain pervasive because of the benefits it offers in economic relations with Russian and possibly Central Asian entities. However, Russian will not be the only regional Lingua Franca or the language of Russian imperial hegemony either in the Caucasus or in Central Asia. Since we can readily imagine a similar outcome in Ukraine due Russia’s war against the country, which underlies many of the causes for the retreat of Russian hegemony, the trends discernible in Central Asia go far beyond its borders.

CONCLUSIONS:

Even as the Russian government is currently discussing legislation allowing it to intervene anywhere abroad on behalf of its citizens, Central Asian developments presage the ongoing erosion of Russian cultural and thus political power. The whole idea of the “Russkii Mir” (Russian World) based on speakers of the Russian language that furnishes a pretext for interventions abroad is rapidly falling to pieces. From Tsarist and Soviet times, Russian authorities consistently regarded Russian as the sole “civilized” and therefore hegemonic language of the empire and often sought to enforce that hegemony by coercion. Those days are visibly ending as Central Asian governments are, with increasing confidence, asserting their own native tongues while also opening up to greater economic-cultural interaction with other countries. While Russian will not disappear in Central Asia; it is being decentered and increasingly deprived of its superior legal-political standing.

This process is clearly linked to the global recession of Russian power even as Russia fights to retain its erstwhile imperial and global great power status. For its rulers, expression of that status through all the forms of cultural power, e.g. alphabets and languages, was a critical component of empire. Yet what we see today, despite Moscow’s threats or even forceful efforts to arrest or reverse that decline, is an imperial sunset that evidently cannot be stopped either in culture or in hard power.

AUTHOR’S BIO: 

Stephen Blank is a Senior Fellow with the Foreign Policy Research Institute, www.fpri.org.

By Sergey Sukhankin

Armenia’s agreement with the U.S. on cooperation in the civilian nuclear energy may signify a major geopolitical shift in the South Caucasus. Specifically, the deal signals Yerevan’s effort to diversify its energy partnerships and reduce long-standing dependence on Russia, which has dominated Armenia’s nuclear sector since the Soviet era. Moscow`s response to the news has been very critical. Russian experts and policymakers warned about technological risks and questioned the feasibility of U.S.-supplied Small Modular Reactors (SMRs). Russian officials and state media frame the initiative as both a security concern and a geopolitical challenge, emphasizing Rosatom’s experience and warning that Armenia could become a testing ground for unproven technologies.

BACKGROUND:

Armenia’s nuclear sector has historically been closely linked to Russia. Armenia’s Nuclear Power Plant at Metsamor, built during the Soviet period, supplies up to 31 percent of the country’s electricity. The plant’s second unit continues operating after modernization programs that extended its lifetime (until 2036) and upgraded its capacity. Due to particularities of the nuclear-producing energy sector, Armenia’s dependence on Russia is complex and multidimensional extending to maintenance of infrastructure, scientific cooperation and other aspects, deepening the dependency on Russian involvement in the country’s energy system. Metsamor’s aging reactors and the country’s growing electricity needs have forced Armenian authorities to consider constructing a replacement facility. Thus, the government began evaluating options for new nuclear capacity examining potential cooperation with multiple countries including Russia, the U.S., China, and South Korea. Armenia’s Prime Minister Nikol Pashinyan emphasized that the government would select the partner offering the most competitive combination of price and technology. 

The turning point came in February 2026, when the U.S. and Armenia finalized a civil nuclear cooperation agreement. The agreement establishes the legal framework for exporting nuclear technology to Armenia and opens for U.S. companies to participate in building a new nuclear facility. Furthermore, during a visit to Yerevan (9–10 February), U.S. Vice President J.D. Vance announced that Washington could invest up to US$ 9 billion in Armenia’s nuclear energy sector, which includes long-term fuel and maintenance contracts. 

Small modular reactors are central to Armenia’s new strategy – this was clearly voiced by Prime Minister Nikol Pashinyan in October 2024, when he mentioned that the Armenian government aims to build a small modular reactor as the next nuclear facility. The main competitive advantages of these facilities is that they are viewed as more flexible and potentially cheaper to deploy in smaller energy markets. Armenia’s government believes that over the years the technology could provide a suitable replacement for the Metsamor facility while maintaining the country’s energy security. 

Predictably, the initiative has triggered a strong and quite negative reaction in Moscow: Russia’s state nuclear corporation Rosatom currently plays the key role in Armenia’s nuclear sector and has long been interested in building new reactors in the country. Therefore, the possibility that Armenia might select an American reactor technology threatens Russia’s economic interests and influence in a region traditionally considered part of Moscow’s geopolitical sphere. Russian media outlets have framed the agreement as a major strategic shift in Armenia`s foreign economic policy, and rather unfriendly toward Russia. Commentators in Russian publications argue that Pashinyan’s decision could weaken Russia’s position in the South Caucasus while strengthening US influence in Armenia’s energy infrastructure, establishing a long-term strategic foothold. Clearly, the debate therefore extends beyond energy policy and touches on the broader geopolitical rivalry between Russia and the West.

IMPLICATIONS:

In Russian argumentation, Armenia’s nuclear agreement with the US carries multiple strategic implications where two factors tower above others. First, the deal is described as threatening both Russia’s dominance in Armenia’s energy sector and its global position as a leading actor in nuclear technologies. Rosatom has invested significant resources in maintaining the Metsamor plant and extending its operational life. Russia, primarily through Rosatom and state-backed financing, has invested hundreds of millions of dollars in the modernization of Armenia’s nuclear plant, including a US$ 270 million loan, a US$ 30 million grant, and additional upgrade contracts. Russian officials have also repeatedly highlighted Russia`s global leadership in nuclear construction and its extensive experience in operating reactors abroad. In this context, losing the Armenian market to U.S. competitors would represent both an economic loss and a symbolic blow to Russia’s international nuclear industry. 

Second, Russian officials have emphasized safety concerns related to the proposed SMR project. Sergei Shoigu, secretary of Russia’s Security Council, warned that Armenia’s location in a seismically active region makes nuclear construction particularly sensitive. According to Shoigu, Soviet engineers designed Metsamor’s foundation to withstand the devastating 1988 earthquake, demonstrating the reliability of Russian technology. He argued that the introduction of unfamiliar reactor designs could introduce new safety risks that regional governments would have to consider. 

Shoigu also questioned the technological maturity of U.S. SMR designs. He pointed out that the U.S. has yet to complete a fully operational SMR project domestically, suggesting that the technology remains largely untested in practice. Foreign Ministry spokeswoman Maria Zakharova warned that Armenia could effectively become a testing ground for experimental U.S. nuclear technologies if it proceeds with the project, and that the scale of the proposed US$ 9 billion agreement raises questions about financial risks and long-term feasibility. Safety concerns resonate strongly across the post-Soviet space due to the legacy of major nuclear accidents, most notably the 1986 Chernobyl disaster. The memory of such incidents continues to shape public perceptions of nuclear energy from Belarus to the South Caucasus and Central Asia. Thus, arguments emphasizing nuclear safety, which Russian officials frequently invoke in discussions about Armenia’s potential adoption of small modular reactors, are not merely rhetorical but can find receptive audiences in societies where historical experience has made the risks associated with nuclear technology particularly salient.

Despite these tensions, Armenian officials insist that the decision regarding a new nuclear plant has not yet been finalized and that Yerevan continues to review proposals from multiple partners, including Russia. Armenian authorities have even requested additional technical briefings from Moscow regarding Russian modular reactor technologies, indicating that competition for the project remains open. 

Another factor that could affect a potential U.S.-Armenia nuclear deal is Armenia’s upcoming parliamentary election on June 7. Some Western experts believe that the U.S.-Armenia nuclear agreement would likely be weakened or delayed if Pashinyan is defeated in the elections, however not automatically disbanded. (Pro)Russian experts suggest that an opposition win could sharply change Armenia’s foreign-policy course, improving ties with Moscow. 

The Armenian side clearly understands that the final decision, should it not comply with Russia`s expectations, would have broader geopolitical implications for the country. This has an even more pronounced meaning given that over the past several years political relations between Russia and Armenia have deteriorated as Armenia has sought to diversify its foreign policy and strengthen ties with Western partners. For Russia, the potential loss of influence in Armenia’s nuclear sector represents much more than a commercial setback – it could manifest a broader erosion of Moscow’s role in the South Caucasus at a time when Western countries are expanding their presence in the region and Russia’s influence and posture are eroding.

CONCLUSIONS:

Armenia’s nuclear cooperation agreement with the U.S. marks a potentially transformative moment in the geopolitics of the South Caucasus. While the project remains at an early stage and Armenia continues to evaluate competing proposals, the possibility that U.S. companies could build the country’s next nuclear reactor has already triggered strong negative reactions in Moscow. Russian officials have criticized the proposal on technical, economic, security and geopolitical grounds, emphasizing safety concerns and highlighting Rosatom’s experience in nuclear construction. At the same time, Russian media portray the initiative as part of a broader Western strategy to expand influence in Armenia and weaken Russia’s traditional role in the region, in strategic proximity of southern Russia. For Armenia, the nuclear agreement represents an effort to diversify strategic partnerships and strengthen energy independence. Yet the decision also clearly carries risks, including exacerbated political friction with Russia. Ultimately, the competition over Armenia’s nuclear future illustrates the intensifying geopolitical rivalry shaping the South Caucasus. The outcome of this contest will influence not only Armenia’s energy security but also the balance of power in a region where infrastructure, economics, and geopolitics remain deeply intertwined.

AUTHOR’S BIO: 

Dr. Sergey Sukhankin is a Senior Fellow at the Jamestown Foundation and the Saratoga Foundation (both Washington DC) and a Fellow at the North American and Arctic Defence and Security Network (Canada). He teaches international business at MacEwan School of Business (Edmonton, Canada). Currently he is a postdoctoral fellow at the Canadian Maritime Security Network (CMSN).