By Sudha Ramachandran

Afghanistan currently finds itself in an exceptionally precarious position. To the west, neighboring Iran has become an active war zone, while to the east, Pakistan has initiated what it describes as an “open war” against Afghanistan. After decades of conflict, Afghanistan’s capacity to manage the far-reaching consequences of the situation in Iran remains severely limited. The country’s already fragile economy is being further strained by rising global oil prices. At the same time, its access to maritime trade routes via Pakistan has been effectively closed for several months, while alternative trade corridors through Iran, the only viable substitute, are increasingly under threat. The likelihood of a substantial influx of refugees, including returning Afghan nationals, is expected to exacerbate an already critical humanitarian situation. Concurrently, the Taliban authorities are closely observing how the Iranian government responds to external pressures aimed at regime change.

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BACKGROUND:

On the night of February 21-22, Pakistan launched “Operation Ghazab Lil Haq” against Afghanistan. Islamabad said that its missile and air strikes were targeting camps and hideouts of the Tehreek-e-Taliban Pakistan and the Islamic State of Khorasan Province based on Afghan soil. Over the past month, Pakistan’s strikes have intensified and expanded in terms of the nature of targets and their geography. If initially Islamabad targeted border posts and alleged terrorist camps in Afghanistan’s border provinces, soon it was hitting Taliban military assets and ammunition depots as well as civilian targets, including a drug rehabilitation hospital in Kabul.  

Meanwhile, Afghanistan’s western neighbor, Iran, came under devastating missile and air strikes launched by the U.S. and Israel on February 28. Since then, leadership compounds, military infrastructure, and economic and energy locations, including the country’s oil production and storage facilities have been destroyed. Top Iranian political and military leaders have been killed in the strikes as have hundreds of civilians. The war has spread beyond Iran. Tehran retaliated to the U.S.-Israel attacks by hitting Israeli targets as well as U.S. bases and oil infrastructure in Gulf Cooperation Council (GCC) countries. South Asia was soon drawn into the war when the U.S. torpedoed an Iranian warship, IRIS Dena, 40 nautical miles off the Sri Lankan coast. On March 20, Iranian missiles reached deep into the Indian Ocean to target the U.S.-UK base in Diego Garcia. The war could draw in more countries, such as Pakistan. The destruction of production and refining infrastructure in the Gulf and Iran’s blocking of the Strait of Hormuz have led to fuel shortages and surging prices worldwide. What started as a war on Iran has set economies across continents ablaze. 

Among the countries that will be hit the hardest by the Iran war is Afghanistan. Several factors make it particularly vulnerable. It is Iran’s neighbor; the two countries share a 921 km-long border. Afghanistan is also a landlocked country, dependent on Iran and Pakistan for access to ports. Importantly, Afghanistan was ravaged by war for decades and internationally isolated since the Taliban captured power in August 2021. Its capacity to withstand the impact of the war in West Asia was limited to begin with. This capacity is being further weakened by Pakistan’s ongoing military strikes on Afghanistan.

IMPLICATIONS:

The Taliban regime strongly condemned the U.S.-Israeli airstrikes on Iran, describing them as an “act of aggression.” Following the assassination of Iranian Supreme Leader Ayatollah Ali Khamenei, it expressed its condolences to the Iranian government and people. Especially since the Taliban came to power in August 2021, relations between Iran and Afghanistan have grown, especially with regard to trade. Although there are several issues of conflict between the two, anti-Americanism serves as glue. The Taliban’s chief spokesperson, Zabihullah Mujahid, has said in the past that if Tehran requests assistance in the event of a U.S. attack, Afghanistan is ready and willing to extend help.

So far, Afghanistan has not been hit by Iranian or U.S/Israeli drones or missiles. Indeed, it is western and south-western Iran that has borne the brunt of U.S. and Israeli strikes. Eastern Iran, which borders Afghanistan, has escaped being hit so far. It is therefore an attractive safe haven for those fleeing western Iranian cities and towns. These internally displaced people can be expected to cross into Afghanistan and Iran’s other eastern neighbors should the war intensify, prolong or spread to eastern Iran. Afghanistan is already grappling with the economic burden imposed by the mass deportation of an estimated 5.4 million Afghan refugees from Iran and Pakistan since October 2023. The new refugee flows from Iran will substantially intensify the humanitarian crisis in Afghanistan. Persecution of Afghan refugees in Iran is set to increase as Iranians have often suspected that they are spying for Israel. Such perceptions are likely to intensify. They will be hounded by Iranian police and people, forcing them to join the exodus into Afghanistan.

Afghanistan’s weak economy is poised to fray further amid fuel shortages and surging prices. Given its low capacity for manufacturing, Afghanistan has depended on Iran for consumer goods. Afghanistan’s landlocked status has made it dependent on Pakistan and Iran for access to the sea, however, as access to Pakistani ports has been shut off, Afghan dependence on Iranian markets and trade corridors to the sea have deepened. Although Iranian border posts remain open to Afghan goods, the trade corridor through Iran to the sea is insecure as it runs through the conflict zone. While it continues to function, it is vulnerable to missile strikes as the war in Iran intensifies. There is a risk that Chabahar port could be bombed. The closure of the Iranian trade corridor would bring the Afghan economy to its knees and shatter Afghan lives and livelihoods. Afghanistan will have to strengthen its trade and transit ties with other Central Asian states.

Notwithstanding its condemnation of the U.S and Israeli strikes on Iran, Pakistan has benefited somewhat from the war in Iran. As the international community is preoccupied with the West Asia crisis, it has ignored the Pakistani military strikes on Afghanistan. Pakistan has therefore escaped global opprobrium for the horrific suffering its strikes have caused to Afghan civilians. Meanwhile, the Taliban regime is watching how Pakistan is responding to the crisis in West Asia. Should the Saudis decide to join the war against Iran, Pakistan, which has a mutual defense pact with Riyadh, is obligated to join the Saudis. Drawn into the West Asian crisis, the Pakistani military would need to halt its ongoing “open war” against Afghanistan. A termination of ‘Operation Ghazab Lil Haq’ would be welcomed by Afghanistan.

Taliban leaders will also be watching Iran closely to see how pressure from outside in the form of military strikes and war impacts an authoritarian regime. Will decapitation and war trigger unrest and lead to regime change? Or will it strengthen national unity and see the population rally behind the regime against the foreign invader? In the event of regime change in Iran, its leaders could seek sanctuary in Afghanistan.

CONCLUSIONS:

The conflict involving Iran has arisen at a particularly challenging moment for Afghanistan, which is simultaneously facing missile and air strikes from Pakistan. As a landlocked state, Afghanistan is especially vulnerable to external disruptions; its economic difficulties are likely to intensify due to fuel shortages linked to the conflict in Iran and the resulting constraints on access to seaports. In addition to its geographic proximity to the West Asian conflict zone, Afghanistan’s already limited institutional and economic capacity is expected to come under severe strain. This pressure will be exacerbated by a further economic downturn and by the anticipated influx of refugees, including returning Afghan nationals, from Iran.

AUTHOR’S BIO: 

Dr Sudha Ramachandran is an independent South Asian political and security analyst. She is also South Asia editor at The Diplomat. Her articles have appeared in publications like The Diplomat, Asia Times, China Brief and Terrorism Monitor.

 

By Alpaslan Özerdem and Olesya Vartanyan

After more than three decades of closure, the Türkiye-Armenia border may soon reopen. A string of recent developments, including the launch of Turkish Airlines flights to Yerevan, agreements to simplify visa procedures, and moves toward direct land trade, suggest that normalization is shifting from cautious diplomacy toward practical implementation. If it does, it would mark one of the most consequential geopolitical shifts in the South Caucasus since the end of the Cold War. Yet reopening the border will require careful political management. Without it, renewed contact could generate friction rather than stability.

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BACKGROUND:

The land border between Türkiye and Armenia has been closed since 1993. Ankara shut the crossing in solidarity with Azerbaijan during the first war over Nagorno-Karabakh. Since then, the border has symbolized one of the most enduring geopolitical divides in the region. For communities on both sides, the closure produced long-term economic and social consequences. Armenia’s access to regional markets has remained constrained, while eastern Turkish border regions have also faced limited cross-border economic opportunities.

Regional dynamics began shifting after the 2020 war between Armenia and Azerbaijan, which altered the political balance in the South Caucasus and created new incentives for diplomatic engagement. In the aftermath of the war, Ankara and Yerevan appointed special envoys in 2021 to explore the possibility of restoring diplomatic relations and reopening the border.

Since then, negotiations have progressed slowly but steadily. Several confidence-building measures have been agreed and some already implemented. These include agreements allowing third-country citizens to cross the border, the resumption of direct flights between Istanbul and Yerevan, and discussions on facilitating trade and travel. In early 2026, the pace of normalization accelerated visibly. In March, Turkish Airlines launched regular scheduled flights on the Istanbul-Yerevan route. The two governments agreed to simplify visa procedures, and reports emerged that direct land trade between Türkiye and Armenia would begin as part of a broader US-led Caucasus peace push. Last December Bloomberg reported that Ankara was weighing a full reopening of the border within six months, while senior Turkish officials publicly expressed optimism, stating that they hoped “everything develops quickly.”

Physical preparations also indicate growing readiness. Armenia has renovated the Margara checkpoint on its side of the border, declaring the facility technically ready for operation. Türkiye has likewise upgraded infrastructure at the Alican crossing. These preparations suggest that the technical conditions for reopening could be met relatively quickly if political decisions align.

Still, reopening the border remains politically sensitive. For Türkiye, the process remains closely linked to the broader relationship between Armenia and Azerbaijan, particularly negotiations over a comprehensive peace agreement following the collapse of the self-declared Nagorno-Karabakh authorities in 2023. Since last August, when the two countries signed several accords at the White House, Baku and Yerevan have taken a number of steps forward, including facilitating transit trade to Armenia through Azerbaijan and Armenia’s recent agreement with the United States on the TRIPP transit route, which will facilitate the operation of a transit route between Azerbaijan and its enclave of Nakhchivan in southern Armenia. These are promising steps, but a final peace agreement is still pending, which Türkiye must take into consideration.

Ankara has long coordinated its approach toward Armenia with Baku. Turkish policymakers have repeatedly emphasized that normalization should not undermine Azerbaijan’s strategic interests, and progress in Türkiye-Armenia relations has often moved in parallel with developments in Armenia-Azerbaijan negotiations. How close are the parties to a final agreement on the border? The string of practical steps in early 2026 suggests the process has crossed a threshold from symbolic confidence-building to operational preparation. Yet the absence of a finalized Armenia-Azerbaijan peace deal means that Ankara retains a political brake on the timeline. A stall or deterioration in those talks could slow or freeze the border track; conversely, a breakthrough could accelerate it rapidly.

Domestic political considerations also matter. In Armenia, normalization with Türkiye remains controversial for segments of society deeply affected by historical grievances, and the issue will feature in the country’s upcoming June parliamentary elections. In Türkiye, policymakers must balance diplomatic engagement with Armenia against their longstanding strategic partnership with Azerbaijan.

IMPLICATIONS:

If and when the border reopens, the effects will extend well beyond bilateral relations. Armenia has long depended on limited transit routes through Georgia and Iran to access external markets. Opening the Turkish border would provide an alternative corridor, linking Armenia more directly to European and Middle Eastern trade networks. It would also reinforce Türkiye’s role as a regional connector between the South Caucasus and broader Eurasian markets. In this context, reopening the border aligns with wider connectivity initiatives such as the Middle Corridor, which aims to strengthen east-west trade routes across the region.

Russia’s influence in the South Caucasus has weakened since the start of the war in Ukraine and the collapse of its peacekeeping mission in Nagorno-Karabakh in 2023. As Moscow’s role recedes, regional actors are increasingly seeking alternative economic and diplomatic partnerships. In parallel, instability in the Middle East, including conflict involving Iran, has heightened uncertainty along key transit routes. For Armenia, which has relied on access through Iranian territory, reopening the Turkish border would reduce dependence on a single corridor and provide greater strategic flexibility.

On the other hand, the expansion of trade and transit routes associated with reopening the Türkiye-Armenia border could deepen regional interdependence and, in turn, support longer-term peace between Armenia and Azerbaijan. Durable reconciliation rarely rests on diplomatic agreements alone; it often emerges when economic cooperation and shared interests make renewed conflict increasingly costly. Expanded trade, transportation links, and cross-border mobility can help create these incentives by encouraging regional actors to view cooperation not as a concession but as mutual gain.

At the local level, decades of closure have left many towns near the frontier economically stagnant. Renewed cross-border access could stimulate transportation links, tourism, and commercial exchange. Armenian producers would gain easier access to Turkish markets, while Turkish businesses could expand trade with Armenia and potentially beyond. However, regions that have been economically isolated for decades may struggle to adjust quickly to new competitive pressures, and if cross-border trade develops unevenly, local communities could perceive the reopening as disruptive rather than beneficial.

The practical challenges of reopening should not be underestimated. Local authorities, customs agencies, border police, and regulatory bodies on both sides have never previously operated together. Communities along the frontier have lived in close geographical proximity but political separation for decades. In the Armenian village of Margara, residents have long lived within sight of the Turkish side of the river without direct contact. Renewed engagement may generate economic and cultural exchange, but it could also expose differences in administrative practices, expectations, and social attitudes that will require careful management on both sides.

CONCLUSIONS:

The reopening of the Türkiye-Armenia border represents more than a bilateral diplomatic milestone. It reflects a broader transformation in the political landscape of the South Caucasus. The rapid accumulation of practical steps in early 2026, from flights to visa agreements to land trade, indicates that the process has moved beyond the realm of aspirational diplomacy. Yet the outcome is not guaranteed. The process remains closely linked to developments in Armenia-Azerbaijan relations, domestic political considerations in both countries, and evolving regional geopolitics. Whether Ankara ultimately opens the border before or after a finalized Armenia-Azerbaijan peace deal will be a critical signal of how much Türkiye is willing to decouple the two tracks. Whether the border ultimately becomes a bridge between the two societies or simply another contested frontier will depend on how effectively these challenges are addressed not only in the coming months, but in the longer term.

AUTHOR’S BIO: 

Alpaslan Özerdem is Dean of the Carter School for Peace and Conflict Resolution at George Mason University. Olesya Vartanyan is a conflict analyst specializing in South Caucasus security and peace processes and a PhD student at George Mason University.

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.

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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).

By Syed Fazl-e-Haider 

On February 26, Pakistan launched Operation Ghazab lil-Haq (Righteous Fury) against the Taliban regime in Kabul. The operation is widely interpreted as an attempt by Islamabad to pursue regime change in Afghanistan. Under Taliban rule, Afghanistan has effectively become a base for terrorist activities targeting not only Pakistan but also other Central Asian states, including Tajikistan. Russia has warned that Afghanistan-based ISIS seeks to expand its so-called caliphate in Central Asia, while China has expressed concern over the presence of Uyghur militants and other anti-China groups in the country. In this context, regime change in Kabul has emerged as a strategic priority for Islamabad and Beijing. Meanwhile, the persistence of terrorist safe havens in Afghanistan and the ongoing war has stalled major trans-Afghan connectivity projects intended to link Central Asia with Pakistani seaports. shutterstock2666114557

BACKGROUND:

Since 2021, following the Taliban’s takeover of Afghanistan after the U.S. withdrawal under the Doha Agreement, Pakistan has experienced a significant increase in terrorist attacks. Islamabad has accused Afghanistan-based militant groups of conducting cross-border operations within its territory. Prominent among these are Tehreek-e-Taliban Pakistan (TTP) and Balochistan Liberation Army (BLA), which have been responsible for numerous high-profile attacks. Pakistan has repeatedly urged the Taliban government to take action against these groups, which continue to operate from Afghan territory with relative impunity; however, these requests have largely gone unheeded.

China, which shares a 47-mile border with Afghanistan, has long been concerned that the country could become as a sanctuary for Uyghur separatists in proximity of its Xinjiang region. The Taliban government has assured Beijing that Afghan territory would not be used for activities against China. In return, China has offered economic assistance and investment to support Afghanistan’s reconstruction and development, and has since emerged as the largest foreign investor in the country.

Other anti-China groups operating from safe havens in Afghanistan include the TTP and the BLA. Both organizations have been implicated in several high-profile attacks targeting Chinese nationals in Pakistan.

In March 2024, a suicide attack on a van killed five Chinese engineers working on the Dasu dam project in Khyber Pakhtunkhwa. A similar attack at the same site in 2021 resulted in the deaths of nine Chinese engineers. The TTP was implicated in both incidents. The BLA, in turn, has conducted more attacks on Chinese nationals and assets than any other separatist organization. Notably, in 2022, the BLA deployed its first female suicide bomber, who carried out an attack outside the Confucius Institute at the University of Karachi, killing three Chinese instructors.

Although China has pursued a pragmatic engagement policy toward the Taliban since the U.S. withdrawal in 2021, investing in mining, energy, and infrastructure, the Taliban have shown limited willingness or capacity to dismantle militant networks such as the TTP and BLA operating from Afghan territory.

Tajikistan, which shares a 1,400-kilometre border with Afghanistan, has also been affected by cross-border militancy. In December 2025, five individuals, including two Tajik security officers, were killed in an armed confrontation on the Tajik–Afghan border when militants attempted to infiltrate Tajik territory.

Russia, the only country that has formally recognized the Taliban regime in Afghanistan, has expressed concern that the regime undermines regional stability by allowing jihadist groups to operate from Afghan territory. These concerns intensified following a suicide attack on February 24 outside Moscow’s Savyolovsky Railway Station, which killed a police officer. Foreign Minister Sergey Lavrov linked the incident to Afghanistan-based groups. The Russian Ministry of Foreign Affairs has estimated that Afghanistan hosts between 20,000 and 23,000 militants, including approximately 5,000 to 7,000 affiliated with the TTP. Notably, Russia released this assessment of terrorist networks in Afghanistan two days before Pakistan initiated its military campaign against the Taliban, a move that may be interpreted as implicit political support.

The Taliban have also moved closer to Pakistan’s regional rival, India. Islamabad has alleged that groups such as the TTP and BLA operate as Indian proxies, a claim that New Delhi denies. The Taliban’s growing engagement with India has further raised concerns in Beijing. Amid mounting frustration over the Taliban’s inaction against militant groups operating from Afghan territory, Pakistan launched a large-scale military operation against the Taliban government on February 26, involving airstrikes across major Afghan cities, including Kabul.

IMPLICATIONS:

Operation Ghazab lil-Haq can be interpreted as an attempt to impose regime change in Kabul, though Pakistan is unlikely to achieve such an objective independently, without securing China’s support and involving Tajikistan. It must also obtain backing from anti-Taliban groups such as the National Resistance Front (NRF), led by Tajik leader Ahmad Massoud, son of the late Ahmad Shah Massoud. Tajikistan presently hosts the NRF leadership. Pakistan’s airstrikes against the Taliban regime may create opportunities for the NRF and other opposition forces to weaken the Taliban’s internal control over Afghanistan.

Officially, Beijing has called on both Islamabad and Kabul to exercise restraint and has advocated a ceasefire. However, Pakistan’s ongoing military campaign against the Taliban likely carries tacit Chinese approval and support for a potential regime change effort. For such an operation, Islamabad would first need to secure control over the Wakhan Corridor in northeastern Afghanistan. This narrow strip of territory, often referred to as Afghanistan’s “Chicken Neck,” extends approximately 350 kilometers to China’s Xinjiang region, separating Tajikistan from Pakistan. Control of the corridor would provide Pakistan with direct access to Tajikistan and Central Asia beyond Afghanistan. For China, the Wakhan Corridor represents a critical node for safeguarding its strategic connectivity with South and Central Asia under the Belt and Road Initiative (BRI). While China appears to be adopting a cautious, “wait and watch” approach, Pakistan is actively seeking to reshape Afghanistan’s political landscape.

The Pakistan–Afghanistan conflict is likely to adversely affect trans-Afghan connectivity projects aimed at linking Central and South Asia, whether in the planning, negotiation, or implementation stages. For example, regional connectivity featured prominently in Pakistan–Kazakhstan discussions during President Kassym-Jomart Tokayev’s visit to Islamabad in February 2026. A proposed US$ 7 billion railway project envisaged connecting Kazakhstan to the Pakistani ports of Karachi and Gwadar via Afghanistan and Turkmenistan.

Similarly, the Uzbekistan–Afghanistan–Pakistan (UAP) railway project is a trilateral initiative designed to connect Central Asia with the ports of Gwadar and Karachi through Afghanistan. Envisioned in 2021, the 850-kilometer corridor is expected to provide the first direct railway link between Central and South Asia. The US$ 4.8 billion project, scheduled for completion by 2027, will connect Tashkent to the Pakistani city of Peshawar via Kabul.

The US$ 10 billion Turkmenistan–Afghanistan–Pakistan–India (TAPI) gas pipeline is a major strategic energy project intended to transport gas from Turkmenistan’s Galkynysh field, the world’s second largest, to energy-deficient markets in South Asia, particularly India and Pakistan. However, the project has already been delayed for over three decades due to persistent instability and conflict in Afghanistan.

Regime change in Kabul that ensures peace and stability in Afghanistan would facilitate a conducive environment for the implementation and completion of strategic connectivity projects between Central and South Asia. Conversely, if such efforts intensify conflict in the already war-torn country, these projects are likely to face indefinite delays.

CONCLUSIONS:

Officially, Islamabad frames its military campaign as an effort to compel the Taliban regime to withdraw support for Afghanistan-based militant groups targeting Pakistan. However, the operation also appears intended to convey that regime change is a clear option, should the Taliban fail to take verifiable action against such groups operating from Afghan territory. For a comprehensive regime change effort, Pakistan, China, and Tajikistan would have to align their positions on the jihadist threats emanating from Afghanistan, which, after more than four years of Taliban rule, has effectively become a safe haven for militant groups. The outcomes of the current operation will in turn have a significant impact on the future of trans-Afghan connectivity projects.

AUTHOR’S BIO: 

Syed Fazl-e-Haider is a Karachi-based analyst at the Wikistrat. He is a freelance columnist and the author of several books. He has contributed articles and analysis to a range of publications. He is a regular contributor to Eurasia Daily Monitor of Jamestown Foundation.

Email:  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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