By Irakli Laitadze

On June 7, Armenia held general elections with significant implications for both the country and the South Caucasus. Incumbent Prime Minister Nikol Pashinyan’s Civil Contract party won 49.81 percent of the vote. Although falling short of a majority, the result still enables Pashinyan to form and lead the new government. The victory of Civil Contract is not merely an outcome of domestic politics. It signifies a rupture with Russia’s sphere of influence and the institutionalization of a pro-Western course. The collapse of the pro-Russian opposition, despite unprecedented pressure from Moscow, indicates that Armenian citizens made a strategic choice in favor of genuine sovereignty and European integration. This choice is likely to produce long-term changes not only in Armenia but also in the security architecture of the South Caucasus.

shutterstock 1330169801

BACKGROUND:

Armenia approached the 7 June elections amid intense geopolitical turbulence. The country stood at a crossroads between two incompatible trajectories: deeper Euro-Atlantic integration or a return to Russia’s sphere of influence. Understanding this choice requires examining developments in the recent past.

Following its defeat in the 2020 Karabakh War, Armenia completely lost control of Nagorno-Karabakh in September 2023. The country was confronted with a harsh reality: Russia, its ally and partner within the Collective Security Treaty Organization (CSTO), failed to defend Armenia during the conflict. As a result, Prime Minister Pashinyan’s government intensified the already ongoing process of deepening ties with the EU and the U.S. In March 2026, the Armenian parliament adopted a bill initiating the process of accession to the EU. Consequently, the elections effectively became a referendum on Armenia’s foreign policy orientation and security strategy.

Russia responded with increased pressure. The election campaign was effectively transformed into an open confrontation between Moscow and Yerevan. Russian officials publicly warned that continued pursuit of a pro-Western course could expose Armenia to a scenario similar to that experienced by Ukraine.

The regional dimension is equally important. The South Caucasus is a region where the interests of Russia, Turkey, Iran, the U.S., the EU, and increasingly China intersect. Armenia has traditionally been a stronghold of Russian influence in the region: Russian forces are stationed at the 102nd Military Base in Gyumri, an aviation component is based at Erebuni Air Base, and Armenia remains a member of the CSTO. Yerevan’s drift away from Moscow represents more than the loss of an ally; it is a strategic setback that could reshape the regional balance of power. This explains why the stakes were far higher than those of a regular parliamentary election.

IMPLICATIONS:

Russia’s attempt to influence the election outcome was not only unsuccessful but also counterproductive. In addition to extensive use of bots, disinformation, and fake news, reports suggest that Moscow was covertly preparing operations aimed at preventing Pashinyan’s re-election, allegedly including scenarios involving his physical elimination.

Russian economic pressure was systematic and sustained. Moscow banned imports of Armenian Jermuk mineral water, halted sales of Armenian brandy and wine, and reduced imports of meat and fish products. On the eve of the elections, Russia sent an official letter signaling its intention to suspend exports of gas, oil, and diamonds. Rosselkhoznadzor, Russia’s federal veterinary and phytosanitary agency, also banned imports of Armenian tomatoes, cucumbers, potatoes, and dried fruits. To influence the vote, plans were reportedly discussed to organize travel to Armenia for around 100,000 Russia-based Armenians.

The pro-Russian camp was represented by two key figures: Samvel Karapetyan and Ruben Vardanyan. Both embodied an alternative to Armenia’s Western-oriented course. Karapetyan, a Russian-Armenian billionaire and leader of the Strong Armenia electoral bloc, lived in Moscow until last year and, in addition to Armenian citizenship, held Russian and Cypriot citizenship. He allegedly maintains links with Russia’s Federal Security Service (FSB). Since June 2025, Karapetyan has been under house arrest on charges of encouraging the seizure of state institutions. Moscow openly demanded his release and participation in the parliamentary elections, turning the issue into a political instrument of pressure on Yerevan.

Another key figure was Ruben Vardanyan, a Russian-Armenian billionaire who left Moscow to become State Minister of the self-proclaimed Republic of Nagorno-Karabakh. Arrested by Azerbaijani authorities while leaving Nagorno-Karabakh through the Lachin Corridor, he is currently serving a prison sentence in Azerbaijan (Meduza). Vardanyan became both a symbol of the lost Armenian Karabakh and a reminder of the failure of the pro-Russian course, which ultimately provided Armenia with neither security nor genuine independence.

The election results reflected the Armenian public’s increasingly negative attitude toward Russia. Samvel Karapetyan’s Strong Armenia alliance received 23.29 percent of the vote, while the Armenia bloc, led by former President Robert Kocharyan, a veteran of the First Nagorno-Karabakh War and a prominent advocate of close ties with Moscow, won 9.93 percent. Combined, the main pro-Russian forces secured only about two-thirds of the support received by Pashinyan’s Civil Contract party.

Western countries, particularly the U.S., expressed unusually strong support for Nikol Pashinyan. On May 27, U.S. President Donald Trump publicly endorsed Pashinyan on Truth Social. The previous day, U.S. Secretary of State Marco Rubio and Armenian Foreign Minister Ararat Mirzoyan signed several bilateral cooperation agreements, including a Comprehensive Strategic Partnership Charter. On June 4, following a telephone conversation with Pashinyan, European Commission President Ursula von der Leyen announced that Brussels was preparing additional support measures for Armenia, including €50 million in financial assistance.

The 8th Summit of the European Political Community (EPC) was held in Yerevan on 4 May 2026, with the participation of Ukrainian President Volodymyr Zelensky. The event served as a clear signal of Armenia’s emerging European orientation and identity. Almost simultaneously, Turkey partially lifted the trade restrictions on Armenia that had been in place since 1993. The easing of this economic embargo marks a significant step toward the normalization of Armenian–Turkish relations and has the potential to reshape the region’s economic architecture.

A stable, pro-Western Armenia would be better positioned to finalize a peace agreement with Azerbaijan and secure the full lifting of Turkey’s long-standing economic blockade. Under such circumstances, Armenia’s withdrawal from the CSTO could become a realistic prospect in the near future. This step would deprive Russia of the principal legal framework underpinning its military presence in Armenia, further accelerating the country’s geopolitical reorientation.

Armenia is expected to continue developing its relations with the EU while maintaining membership in the Eurasian Economic Union, as confirmed by Prime Minister Pashinyan. This reflects tactical pragmatism rather than an ideological compromise: Armenia remains dependent on Russian gas imports and on the large Armenian diaspora residing in Russia. Nevertheless, the country’s strategic orientation toward Europe appears to have been firmly established.

CONCLUSIONS:

The elections of 7 June may prove to be a point of no return in the history of post-Soviet Armenia. Despite political pressure, economic coercion, and extensive Russian involvement, Armenian voters endorsed a genuinely sovereign choice and reaffirmed the country’s commitment to a pro-Western path of development.

Russia suffered a strategic defeat, as neither Karapetyan nor Kocharyan succeeded in challenging the pro-Western majority of Armenian voters. The Kremlin’s unprecedented pressure, including threats of a “Ukrainian scenario” and the use of economic coercion, failed to weaken Nikol Pashinyan and his supporters. Instead, these measures contributed to their further mobilization and strengthened Pashinyan’s image as a defender of Armenian sovereignty and statehood.

The electoral victory of Civil Contract and its parliamentary majority provide Armenia’s pro-European course with a clear democratic mandate to advance further along the path of European integration.

Armenia is entering a phase of profound transformation in its security architecture, moving from dependence on Russia toward a more diversified and multilateral security framework. This realignment is likely to reshape not only Armenian domestic and foreign policy but also the broader balance of power in the South Caucasus. For the first time in the post-Soviet era, Armenia, and, to a lesser extent, the wider region, is beginning to move beyond the logic of Russian dominance. The date of June 7, 2026, may be remembered as the day Armenia chose its own future.

AUTHOR’S BIO: 

Irakli Laitadze is an Adjunct Professor at Ilia State University (Tbilisi, Georgia) and Senior Fellow of the think-tank EU Awareness Centre (Brussels). He was previously a career diplomat, serving as a senior Counsellor in the Mission of Georgia to the EU and Director of the EU Political Department, Ministry of Foreign Affairs of Georgia. After his diplomatic service, he was the CFO in GMT Hospitality and CEO of Publishing House Artanuji. He holds degrees from Tbilisi State University, the Diplomatic School of Madrid (Diploma), and Cambridge University (MBA), and a Ph.D. (Magna cum laude) from Tbilisi Free University. 

 

 

 

By Irakli Kiknavelidze and Tomáš Baranec

Ilia II of the Georgian Orthodox Church (GeOC) died on 17 March. Over nearly five decades, he consolidated the Church’s position as one of Georgia’s most influential and trusted institutions. His tenure was characterized by a dominant patriarchate, a relatively constrained Holy Synod, and a cautious approach to partisan politics and foreign policy alignment. The accession of Shio III marks the beginning of a new era for the GeOC, bringing expectations of a redefined balance between the patriarch and the synod, as well as potential consequences arising from the Church’s increased engagement in domestic and international politics.

shutterstock 2757076311

BACKGROUND:

Under the 1995 Statute of Administration of the GeOC, the Holy Synod plays the central role in the election of the Patriarch. It is responsible for nominating three candidates and is the only body granted voting rights within the Extended Council, which selects the final candidate. All other participants, unlike under the pre-1995 system, serve solely in an advisory capacity.

Ideologically, the Holy Synod can currently be divided into three principal blocs. The conservative bloc is characterised by a dogmatic stance on cultural and ethical issues, scepticism towards Western integration, and, to varying degrees, openness to cooperation with the Russian Orthodox Church (ROC).

The national-conservative bloc often adopts an even more dogmatic position on cultural and ethical issues than the conservative bloc, while remaining strongly anti-Russian. Consequently, it is particularly sceptical of both the influence of the Russian Orthodox Church (ROC) and Georgia’s integration with Western institutions.

The liberal bloc, the smallest of the three, advocates more moderate positions on socio-ethical issues and is broadly supportive of Georgia’s political integration with Western institutions.

A heterogeneous yet numerically significant group within the Holy Synod consists of centrists, whose members are generally less ideologically committed and more pragmatic in their outlook than those belonging to the principal ideological blocs.

At its session on April 28, the Holy Synod nominated three candidates for the patriarchate, broadly reflecting the three principal ideological currents within the Church. Metropolitan Shio Mujiri, backed by the conservative wing, received 20 votes. The national-conservative bloc nominated Iob Akiashvili, who secured 7 votes, while the liberal wing put forward Grigol Berbichashvili, who also received 7 votes.

In the final vote held on 11 May, Metropolitan Shio Mujiri was elected head of the GeOC with 22 votes. Metropolitan Iob received nine votes, while Metropolitan Grigol secured seven. Mujiri was enthroned the following day, assuming the title Shio III.

IMPLICATIONS:

As one of the few senior figures within the GeOC to have received theological education in Russia, Shio has frequently been portrayed in the media as “Moscow’s candidate,” a characterisation openly used by Archbishop Zenon Iarajuli, among others. Critics have also pointed to his close relationship with Georgia’s ruling party. In contrast, Patriarch Ilia II maintained close ties with the Georgian state as an institution while generally avoiding overt alignment with any particular political party.

The accession of Shio III can be regarded as a significant success for the ROC, particularly with respect to the question of recognising the autocephaly of the Orthodox Church of Ukraine (OCU), which is a fully independent, autocephalous national church. Both of Shio’s rivals, Iob and Grigol, stated that they would support recognition of the OCU’s independence if elected. Shio, by contrast, avoided taking a public position on the issue during the election process. Given his longstanding ties to the ROC, it appears unlikely that he will endorse recognition of the OCU and will instead support the Moscow-affiliated Ukrainian Orthodox Church (UOC). As a result, the ROC can expect continued support from the GeOC on an issue of major strategic importance to Moscow, potentially for decades to come.

To an extent that remains uncertain, Shio’s accession is also likely to ensure the continuation of relatively close relations between the two Churches and to preserve a degree of ROC influence within the GeOC, at least intellectually and ideologically. 

Compared with Ilia II, the new Patriarch’s initial public statements and appearances indicate that he may adopt a more uncompromisingly conservative stance, which will be difficult to reconcile with Georgia’s integration with Western institutions.

In this way, Shio may contribute to the strengthening of anti-Western attitudes among segments of the Georgian population. Such a development would align with Russia’s broader geopolitical interests while simultaneously reinforcing the legitimacy of the ruling Georgian Dream party among parts of its domestic constituency.

Even before his accession, Shio departed from Ilia II’s principle of supporting state institutions rather than specific political parties. Moreover, unlike Ilia II, Shio III is likely to enter his relationship with Bidzina Ivanishvili, the de facto leader of the ruling party, as a junior partner, at least initially.

An important factor in assessing the outlook of the new Patriarch is his background as a black (monastic) priest. Orthodox monasticism has traditionally been closer to the ROC (which is based on monasticism) than to the Greek Orthodox Church, which relies more heavily on white (married parish) clergy. As a result, Shio’s affinity with the Russian Orthodox world extends beyond his education in Russia. Whereas Ilia II’s faith was based on "Georgian Orthodoxy;" a faith with regard to the interests of the state, Shio III emphasizes Orthodoxy as a superior and supranational religious identity.

Shio III’s ties to Russia and support for the government appear to stem from deeply held personal convictions rather than political expediency. Consequently, a significant shift in these positions during his patriarchate is unlikely.

Nevertheless, the impact of Shio’s enthronement is likely to remain limited, at least during the initial years of his patriarchate. The fact that, after the first round of voting, when his victory had become virtually certain, there was no significant shift of centrist support in his favour (his tally increased by only two votes) suggests that members of the Holy Synod are not subservient to the new Patriarch and are prepared to oppose him if necessary.

Shio III has yet to display the political acumen that characterised Ilia II. His leadership is constrained by dogmatism and introversion, although he has shown an ability to rely on politically skilled allies and possesses some political instinct. The first major challenges of his patriarchate will reveal which of these traits proves more influential.

The GeOC will soon face several important internal challenges, including the appointment of seven vacant episcopal positions and the reform of the 1995 Statute of Administration. While there is broad agreement within the Holy Synod that the current statute requires revision, opinions differ sharply regarding its replacement. In addition, some bishops are actively advocating for the Church to publicly call for the release of political prisoners.

None of these issues falls within Shio III’s formal authority to decide unilaterally. To advance his preferred policies, he will need to secure the support of the Holy Synod. His handling of these challenges will provide an indication of his ability to shape the Church in accordance with his worldview.

CONCLUSIONS:

If Shio III consolidates his position, he could enable greater Russian influence within the GeOC and bolster the legitimacy of Georgian Dream among conservative voters. In the long term, however, this may weaken the Church’s broader social authority and deepen political polarization in Georgia.

In an alternative scenario, the Holy Synod could gain influence at the expense of the Patriarch. Even so, a major shift in the Church’s domestic or foreign policy positions is unlikely, as the recent patriarchal election demonstrated the continued dominance of the conservative wing within the Synod.

AUTHOR’S BIO: 

Tomáš Baranec is a Research Fellow and Head of the Caucasus Program of the Slovak think tank Strategic Analysis. He worked for several years as a field researcher on the Georgian-Ossetian ABL. Tomas studied Balkan, Central European and Eurasian Studies at Charles University in Prague. 

Irakli Kiknavelidze is a Georgian journalist, television host, political commentator, and media professional specializing in Georgian politics, democracy, religion, and South Caucasus affairs. He has worked in television, print, and digital media, producing interviews, analysis, and public affairs programming. Throughout his career, Kiknavelidze has focused on political developments, international relations, and the intersection of religion and public life in Georgia.

 

 

 

 

 

By Farkhod Tolipov

On May 29, 2026, the Supreme Eurasian Economic Council convened in Astana, Kazakhstan, bringing together representatives of the five Eurasian Economic Union (EAEU) member states and one observer state. Armenia was represented by its Deputy Prime Minister rather than the Prime Minister, while observer Uzbekistan was represented at the highest level by its President. Although the summit followed a largely routine agenda, discussions were overshadowed by speculation regarding Armenia’s potential withdrawal from the Union. In contrast, Uzbekistan maintained its traditionally supportive stance toward Eurasian integration. These developments suggest that the EAEU may have reached the limits of its current institutional composition and geopolitical configuration.

shutterstock 2245581775

BACKGROUND:

The EAEU, established in 2015, succeeded the Eurasian Economic Community (EAEC), which existed from 2001 to 2014. Both organizations were founded with the objective of creating an economic foundation for deeper integration among the former Soviet republics. They emerged within the broader framework of the Commonwealth of Independent States (CIS), established in 1991 following the dissolution of the Soviet Union. While the USSR consisted of 15 union republics, the CIS began with 12 member states and has since contracted to eight. The EAEC comprised six member states, whereas the EAEU currently includes five.

When the CIS was established, many experts and politicians described it as a framework for the “peaceful divorce” of the former Soviet republics. In retrospect, this assessment appears largely correct. Rather than promoting deeper integration, the CIS, the EAEC, and the EAEU have experienced gradual contraction and persistent disagreements. In the context of Russia’s war against Ukraine, Moscow has sought to preserve the remaining cohesion of this declining integration project. As part of these efforts, it introduced so-called informal meetings of EAEU heads of state. This is the backdrop for the May 2026 EAEU summit in Astana.

The EAEU summit in Astana coincided with Vladimir Putin’s second state visit to Kazakhstan. Observers focused less on the outcomes of the visit than on President Kassym-Jomart Tokayev’s remarks during the official welcoming ceremony. Tokayev described Russians and Kazakhs as brotherly nations sharing a common history, cultural traditions, and mentality. Such a warm reception for a leader conducting a war against Ukraine and widely criticized by the international community may negatively affect Kazakhstan’s international reputation.

While Armenia was represented by its Vice Prime Minister, the summit was attended by the presidents of the four other EAEU member states as well as Uzbekistan. The agenda was largely routine, focusing on logistics, digitalization, free trade, and artificial intelligence. Beyond these issues, the leaders of the four member states adopted a special statement concerning Armenia, expressing concern over its possible withdrawal from the EAEU and its aspirations for EU membership. The statement was delivered to the Armenian Vice Prime Minister, who reaffirmed his country’s intention to remain in the EAEU while safeguarding its national interests and respecting those of the other member states.

President Putin emphasized the incompatibility of simultaneous membership in the EAEU and the EU and warned Armenia of the economic consequences of leaving the EAEU. His remarks, resembling an ultimatum, amounted to a clear signal that Russia would reconsider existing trade and economic arrangements with Armenia should it withdraw from the Union. This position once again highlighted the predominantly Russia-centered nature of the EAEU, rather than a genuinely multilateral integration framework among equal members. In contrast, Uzbek President Shavkat Mirziyoyev reaffirmed that closer cooperation with the EAEU remains a key foreign policy priority for Uzbekistan.

IMPLICATIONS:

The EAEU summit in Astana took place in a complex geopolitical setting. Earlier, on May 15, Kazakhstan hosted an informal summit of the Organization of Turkic States (OTS) in Turkistan. Among other issues, OTS leaders discussed cooperation in artificial intelligence and digitalization, the same topics featured on the EAEU agenda. This overlap raises questions about the compatibility of integration initiatives pursued by the two organizations. It remains unclear how AI and digitalization strategies developed within the potentially competing frameworks of the OTS and the EAEU can coexist.

The summit was preceded by Donald Trump’s visit to China and Putin’s subsequent visit, both demonstrating renewed geopolitical activism. For Central Asian states, these events underscored the significance of the US–Russia–China geopolitical triangle, whose rivalry they observe with growing concern. Against this backdrop, the EAEU summit of “five minus one” member states appeared overshadowed by broader great-power competition.

The EAEU summit in Astana was also preceded by a series of high-profile diplomatic initiatives by Uzbekistan. In April, Saida Mirziyoyeva, Head of the Presidential Administration, visited Washington, D.C., for the launch of the American–Uzbek Business and Investment Council. On May18, she traveled to London, where she met British officials, international investors, and representatives of the London Stock Exchange following the IPO of the Uzbekistan National Investment Fund (UzNIF). On May 24, she visited New Delhi and held talks with U.S. Secretary of State Marco Rubio on trade and investment cooperation. These developments reflected Uzbekistan’s active engagement with Western partners in the weeks preceding the EAEU summit.

On April 15, President Mirziyoyev received a Russian delegation led by Sergey Kiriyenko, First Deputy Chief of Staff of the Presidential Administration and former head of Rosatom. According to official reports, the talks focused on implementing previously reached agreements and deepening the Uzbek–Russian strategic partnership and alliance. Against the backdrop of Uzbekistan’s intensive diplomatic engagement with Western partners, the EAEU summit in Astana appeared relatively modest and somewhat ad hoc. This reflected Russia’s preference for advancing its interests through bilateral relations rather than through the Union’s multilateral framework.

Rather than presenting itself as a dynamic and cohesive economic bloc, the EAEU revealed its geopolitical dimension. During the summit, Putin suggested that developments in Armenia could follow a trajectory similar to that of Ukraine. While such a scenario appears unlikely, this rhetoric may prove counterproductive. Russian pressure on Armenia is likely to deepen anti-Russian sentiment among Armenians and further strengthen the country’s orientation toward Europe.

For Central Asia, regional integration is challenged by Russia’s continuing geopolitical ambitions. While the EAEU has experienced contraction, regional cooperation in Central Asia is expanding, exemplified by Azerbaijan’s accession to the Community of Central Asia last year. Thus, while Armenia and Georgia seek closer integration with the EU, Azerbaijan strengthens its role within the Central Asian regional framework. In this evolving geopolitical environment, the OTS gains a new opportunity to emerge as a viable alternative to the EAEU.

CONCLUSIONS:

Zbigniew Brzezinski once predicted that the EAEU would struggle to survive beyond 10–20 years, arguing that its ideological foundation, Eurasianism, was both outdated and geopolitically unsustainable. This ideology has found limited resonance in Central Asia and other former Soviet republics. From this perspective, the EAEU masks a tacit divergence between its member states and an increasingly assertive Russia. 

The EAEU seems to have reached its peak in composition and geopolitical design. It becomes quite obvious that its makeup can be only five members or even less, and that the EAEU is losing its attractiveness. It looks like another “C5” (to use the Central Asian “C5+1” formula), however, it would become a “C5-1” if Armenia should withdraw, possibly returning to “C5” if Uzbekistan would join. This again underscores the geopolitical nature of the EAEU and the limited attractiveness of Eurasianism. Central Asia should take note of Russia’s ultimatum to Armenia and its increasingly belligerent posture toward former Soviet republics.

In November 2025, the 7th Consultative Meeting of Central Asian Heads of State was held in Tashkent, where participants agreed to transform the Consultative Meetings into the Community of Central Asia (CCA). Azerbaijan became a full member of the new organization. The 8th summit, expected to take place in Turkmenistan this year, will be the first meeting of the newly established Community. However, the membership of Kazakhstan and Kyrgyzstan in the EAEU, and Uzbekistan’s observer status, risk reducing the CCA to a largely symbolic project. As a result, the concept of the CCA remains vague, its institutional model underdeveloped, and its future trajectory uncertain.

AUTHOR’S BIO: 

Dr. Farkhod Tolipov holds a PhD in Political Science and is Director of the Research Institution “Knowledge Caravan”, Tashkent, Uzbekistan

 

 

 

 

By Umair Jamal

Pakistan has approved and operationalized new land routes to connect Central Asian markets to Pakistani ports and beyond, utilizing strategic corridors through Iran and China to bypass Afghanistan entirely. This shift was solidified in April 2026 when Pakistan Customs launched the first export consignment from the Karachi Export Processing Zone to Kyrgyzstan via the Sost Dry Port in China under the TIR (Transports Internationaux Routiers) regime. Pakistan’s decision to diversify transit away from Afghanistan follows the indefinite closure of the Torkham and Chaman border crossings in October 2025 due to unmanageable security risks and cross-border militancy. By activating the Pakistan-Iran Transit Corridor and the Sost-Kyrgyzstan-China Corridor, Islamabad is dismantling Afghanistan’s traditional transit monopoly. Amidst the ongoing Strait of Hormuz crisis, these land routes, coupled with the rising prominence of Gwadar Port, position Pakistan as a critical, multi-modal bridge between the landlocked Eurasian heartland and global warm-water ports. These new land routes circumvent both maritime chokepoints and regional instability and provide Central Asian nations with secure and diversified avenues for trade and logistics.

shutterstock 2513753557

BACKGROUND:

For decades, Pakistan’s overland access to the Central Asian countries was almost exclusively dependent on the Chaman and Torkham gateways through Afghanistan. From Pakistan’s perspective, this geographical bottleneck granted Kabul significant leverage, which was frequently used as a political tool during bilateral friction. However, since the Taliban’s return to power in 2021, this lifeline for both Central Asian states and Pakistan has transformed into a strategic liability.

Central Asian leadership has grown increasingly frustrated with the instability of the Afghan route. For instance, recurrent border closures, unpredictable transit fees, and the persistent threat posed by militant groups have undermined the region’s trade ambitions. This collective annoyance reached a decisive moment in October 2025, when in response to persistent cross-border militant attacks from Afghanistan, Pakistan decided to completely shut down the Afghan-Pakistani trade routes connecting Central Asia.

Seeking to bypass traditional transit hurdles, Pakistan recently proposed new trade corridors for Central Asian countries. In April 2026, senior representatives from Uzbekistan, Kyrgyzstan, and Tajikistan gathered in Karachi for a coordination ceremony, where Pakistan offered a permanent alternative to the Afghan route for global connectivity.

The ceremony marked the official activation of the Iran-based land route, with the first convoy of refrigerated trucks carrying frozen meat and assorted exports destined for Tashkent and Bishkek. The development signaled a regional consensus whereby Central Asia is no longer willing to wait for Afghan stability and seem poised to work with Pakistan to operate these new routes. Early data reflects this momentum, with over 14,000 metric tons of cargo successfully processed across both corridors.

Simultaneously, Pakistan’s private sector has already demonstrated that it can work via the northern bypass that sits on China’s Sost border, with the Hemani Group successfully delivering a 23.9-tonne consignment to Kyrgyzstan, cleared electronically via the Pakistan Single Window (PSW) system. This 3,300-kilometer Bishkek-Karachi route under the Quadrilateral Traffic in Transit Agreement (QTTA) has now seen its first reciprocal commercial runs, with Kyrgyz transport fleets bringing minerals and textiles south. Crucially, the cargo proved the viability of two-way transit over high-altitude passes, shifting the framework from a unilateral export pipeline into a functional bilateral trade loop.
These strategic developments are taking place at a crucial time in the region’s geopolitics and are set to have far reaching implications.

IMPLICATIONS:

These new corridors have immense strategic significance for Central Asia, as they offer a permanent exit from the long-standing Afghan dilemma. For instance, by utilizing the Gabd-Rimdan from Iran and Sost that relies on China, landlocked nations such as Uzbekistan and Kyrgyzstan have secured a reliable Southern route to the Arabian Sea. Uzbekistan has been particularly active along the western axis, using the Gabd-Rimdan border terminal, which was recently upgraded by the National Logistics Corporation (NLC) with modern scanning facilities, to consistently move agricultural equipment and industrial raw materials.

The diversification provides these countries with a professionalized trade environment characterized by reduced transit costs, effectively bypassing the unpredictable informal taxes and security delays inherent in the Afghan route. 

Furthermore, the distance from the Iranian border to Gwadar port offers a significantly shorter alternative to the traditional northern routes through Russia or the volatile western corridors, while maintaining stability through direct institutional oversight via the TIR regime and electronic tracking under the Pakistan Single Window (PSW) system. This structural predictability has provided Central Asian exporters with a reliable maritime gateway that avoids the costly and multi-border transit loops through eastern Europe.

In the wake of these developments, Pakistan’s Gwadar Port is set to transition from a conceptual hub into the functional heart of Central Asian trade. Within the framework of the China Pakistan Economic Corridor’s Phase 2, the integration of trade from Central Asian countries via Iran and China validates the massive infrastructure investments previously made in Baluchistan. 

This development is particularly critical given the ongoing Strait of Hormuz crisis. Gwadar is situated 400 km east of the strait and serves as a virtual bypass of the conflict zone, allowing Central Asian exports to reach international waters without entering the high-risk zones of the Persian Gulf. 

For Pakistan, this creates a substantial economic windfall as well. By positioning itself as the primary transit state for a massive market, the country is positioning itself to secure consistent revenue through port handling, logistics, and transit fees. In the wake of the Strait of Hormuz crisis, tariff at the Gwadar port has multiplied.

Ultimately, these shifts represent a permanent structural setback and the long-term erosion of Afghan leverage. For decades, Kabul relied on its geographic status as a bridge between South and Central Asia to extract economic concessions and maintain political relevance. However, by demonstrating that trade can flow efficiently through Iran and China, Pakistan and the Central Asian countries have rendered the Afghan routes entirely optional. 

If the Taliban regime remains unable or unwilling to secure its borders and dismantle militant sanctuaries, it faces the grim prospect of total economic isolation as regional trade patterns permanently realign around a more stable and predictable maritime-linked architecture.

Moreover, the strategic expansion of these corridors comes at a pivotal moment in the shifting Eurasian geopolitical landscape. 

As the Iran-U.S. war reshapes regional alignments and trade security, these new routes grant Pakistan and Central Asia much-needed strategic maneuverability. They serve as a vital hedge, insulating regional economies from the instability of maritime corridors and the growing risk of chokepoint weaponization.

Furthermore, this realignment signals the emergence of a Middle-Power bloc where regional players like Pakistan, Iran, and the Central Asian Republics are prioritizing economic connectivity over historical ideological or security frictions. 

For Pakistan, this transition from a security state to a geo-economic hub is not just about transit fees; it also constitutes an attempt to embed its stability with the economic wellbeing of its neighbors. 

By providing a new route for Eurasian goods, Pakistan is trying to ensure that regional powers now have a vested interest in the security of Pakistan and the success of Gwadar port where Central Asian states will now have significant stakes. 

CONCLUSIONS:

The approval of these alternative corridors demonstrates an important elevation of Islamabad’s regional standing. By linking Gwadar to Iranian and Chinese land routes to better serve Central Asia, Pakistan is effectively seeking to decouple its economic future from the instability of traditional Afghan transit. This development offers a stable gateway for regional states and signals a shift away from reliance on uncooperative neighbors. As the idea of Eurasian trade flowing through this multi-dimensional network gains relevance, Pakistan is going to position its southern coast as the indispensable hub of a new and more resilient economic order.

AUTHOR’S BIO: 

Umair Jamal is a Ph.D. candidate at the University of Otago, New Zealand, and an analyst at Diplomat Risk Intelligence (DRI). His research focuses on counterterrorism and security issues in Pakistan, Afghanistan, and the broader Asia region. He offers analytical consulting to various think tanks and institutional clients in Pakistan and around the world. He has published for several media outlets, including Al-Jazeera, Foreign Policy, SCMP, The Diplomat, and the Huffington Post.

 

 

 

Earlier Articles

Visit also

silkroad

AFPC

isdp

turkeyanalyst

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.

Newsletter

Sign up for upcoming events, latest news, and articles from the CACI Analyst.

Newsletter