By Lydia Sawatsky

Azerbaijan is increasingly stepping away from Russian influence as Russia’s military dominance in the Caucasus slips due to its involvement in the war in Ukraine. Baku has responded to these changing dynamics through a series of policy measures, including border closures, restrictions on Russian soft power, and surveillance of Russian-aligned organizations.  This shift has only grown more visible in recent weeks as Vice President JD Vance made a historic visit to Armenia and Azerbaijan, and President Aliyev met Ukrainian President Zelensky for the third time at the Munich Security Conference. At Munich, Aliyev publicly accused Russia of deliberately striking the Embassy of Azerbaijan in Kyiv on three separate occasions, underscoring just how strained the Baku/Moscow relationship has become. 

BACKGROUND:

Historical episodes of Soviet and Russian military intervention in Azerbaijan, including the Soviet Union’s crackdown on Azerbaijani protesters in Baku in January 1990 and Moscow’s long-standing support for Armenia, have reinforced Azerbaijan’s efforts to safeguard its sovereignty. Azerbaijan has often maneuvered around the consequences of openly opposing Kremlin positions by maintaining a cautious and cordial relationship with Moscow despite recurring tensions. Even when differences emerged over regional conflicts or broader geopolitical alignments, Baku prioritized diplomatic stability within the structural constraints imposed by Russia’s dominant role in the South Caucasus. 

Azerbaijan gained regional confidence as Turkey stepped into the role of security guarantor. The alliance with Turkey signaled to Baku that it would not face regional threats alone. The Shusha Declaration promised military support against any foreign aggression. Military cooperation with Turkey intensified after Iran’s direct provocation of Azerbaijan by conducting a military exercise on the border simulating a military crossing of the Araz River. In response, Turkish troops, along with the Turkish Chief of the General Staff, participated in a similar joint drill to cross the river. Turkey’s promise of military aid and quick responses to military provocations reinforced Azerbaijan’s sense of security and showed Russia’s declining role as the primary regional power in the Caucasus. 

Despite diverging interests, Baku largely accommodated Moscow’s continued involvement in regional security affairs to preserve stability. Following Azerbaijan’s victory in the Second Karabakh War in 2020, Russia rapidly deployed “peacekeeping” forces to the region. Similarly, the 2022 Declaration of Allied Cooperation with Russia, signed two days before the Ukraine war, is most revealing for the reaction it provoked rather than its substance, as it sparked concerns that Azerbaijan was drifting back into Moscow’s sphere of influence. In practice, however, Baku’s foreign policy remained largely unchanged, showing how Azerbaijan used symbolic accommodation to create misleading perceptions of alignment. 

Russia’s withdrawal of its peacekeeping forces from Karabakh in 2024, largely driven by mounting military demands in Ukraine, marked a critical turning point in Azerbaijan’s assessment of its regional environment. The redeployment signaled a reduced Russian capacity to sustain its military presence in the region, giving Baku a window to increase its autonomy. While Azerbaijan did not pursue openly anti-Russian policies, Moscow’s growing preoccupation elsewhere encouraged a more assertive approach to Azerbaijani national sovereignty. 

Beyond the military realm, Russia’s persecution of ethnic minorities has grown more visible due to widespread social media use, as reports of unlawful arrests of Azerbaijani citizens, beatings across Russia, and Chechnya’s deportation of Azerbaijani nationals to forcibly fight in Ukraine have become increasingly more common. Azerbaijanis have become more vocal in voicing their anger, with one journalist going so far as to call for the destruction of the Embassy of Russia in Baku. 

Azerbaijan’s frustration with Russia intensified significantly after Russia shot down Azerbaijan Airlines Flight 8243 over Grozny, the capital of Chechnya, in December 2024, allegedly mistaking the passenger aircraft for a Ukrainian drone. After the plane was hit, Russian authorities denied it permission to land and redirected it to the Kazakh city of Aktau, an action analysts suggest was meant to cover up the incident, possibly hoping the plane would crash into the Caspian Sea. The previously maintained cordial and diplomatic relationship between Chechnya and Azerbaijan devolved so rapidly that when Chechen leader Ramzan Kadyrov tried to call Azerbaijani president Ilham Aliyev on December 30, Aliyev refused his call. 

The crash of the Azerbaijani airline and the diplomatic fallout underscore why this matters for Azerbaijan. The incident exposed the risks of non-transparent and highly centralized security structures operating near its border. Azerbaijan’s refusal to allow the issue to be dismissed and its insistence on formal acknowledgment and compensation reinforced Baku’s insistence on formal state accountability rather than relying on informal crisis management.

As Azerbaijani-Russian relations were slowly returning to normal, Azerbaijan agreed to the US-backed TRIPP plan, moving towards closer economic ties with the U.S. and the West. Aliyev further raised the stakes at the February 2026 Munich Security Conference, publicly accusing Russia of deliberately striking Azerbaijan's Kyiv embassy three times in 2025, even after Baku had provided the coordinates of its diplomatic missions. Azerbaijan again directly and publicly criticized Russia, with little of the political cordiality that Azerbaijan has extended towards Russia in the past.

IMPLICATIONS:

These developments have coincided with a broader set of Azerbaijani policy adjustments. Azerbaijan's government is clearly considering the potential instability caused by its policies toward Russia. To mitigate the fallout, Azerbaijan is heavily restricting contact and influence with Russia in numerous ways. 

Despite its geographic proximity to Russia, Azerbaijan has separated itself significantly from its neighbor in the last few years. Azerbaijan closed its borders with all neighbors in 2020 during the COVID pandemic and has kept each of them closed for political reasons, severing many regional ties. Citizens who once crossed the border regularly to shop or visit relatives now face near-total separation. There are no longer direct flights from Baku International Airport to the Dagestani cities of Grozny, Makhachkala, or Derbent, forcing travelers to travel instead through Moscow, often with long layovers. This not only makes it more difficult to travel but also significantly raises the financial burden, with an average ticket costing around $500, which is more than the average monthly salary for most Azerbaijanis, especially outside the capital. This means that there is much less flexibility in migration across the border. 

Azerbaijani attitudes toward Russification and Kremlin narratives have also shifted dramatically.  Leaked Kremlin documents dated to December 2025 acknowledge this reality, noting that Russian-speaking Azerbaijani citizens now face increased security surveillance and that organizations protecting Russian minority interests have been eliminated or restricted to the purpose of promoting interethnic harmony between Russians and Azerbaijanis. 

Russia’s inability to pivot away from Ukraine or divert resources to the Caucasus has driven Azerbaijan’s move away from its neighbor and toward greater independence. This strategy will protect Azerbaijan from potential unrest in Russia spilling over into its borders and accelerate Azerbaijan's pivot away from Russian soft power toward diverse global partnerships. The border closures, flight cancellations, and restrictions on Russian influence are more than temporary precautions: they reflect a permanent change.

Azerbaijan has already structurally insulated itself from Russia’s northern periphery, and recent shocks have only revealed how far that decoupling has gone. Recent tensions did not create Azerbaijan’s distancing, but exposed Azerbaijan’s preexisting insulation strategy as it enacted restrictions on cross-border movement, limited soft power influence, and asserted itself diplomatically. Russia is an increasingly unpredictable and unstable partner, and though Azerbaijan remains economically and geographically tied to Russia, it can now better pursue multi-vector diplomacy and diversification. Azerbaijan’s recent actions and diplomatic posture suggest not a geopolitical realignment, but a calculated effort to reduce exposure to instability stemming from Russia while preserving functional interstate relations.

CONCLUSIONS:

Ultimately, Azerbaijan’s response to Russia’s declining power is a policy of calculated insulation. This shift is structural rather than merely reactionary, as the permanent closure of land borders and the dismantling of transport links to the North Caucasus serve as a physical barrier against potential Russian instability and soft power.

Measures such as increased surveillance of Russian-speaking citizens and the removal of pro-Kremlin interest groups indicate a shift away from Russian soft power toward a new era of regional cooperation with Central Asia and Turkey, as well as Western-led global partnerships. Vice President J.D. Vance's February 2026 visit to the South Caucasus signals the kind of high-level Western engagement that Azerbaijan and its neighbors are now actively courting. While the fundamental, pragmatic ties between Baku and Moscow are unlikely to fully rupture, Azerbaijan is working harder than ever to decouple its security from Russia’s influence. While Azerbaijan is unlikely to fully sever its ties with Russia, given enduring geographic and economic constraints, its current diplomatic trajectory marks an unprecedented departure from decades of accommodating Russian regional dominance, opening a timely window for deeper Western engagement and the advancement of a more durable strategic partnership in the South Caucasus.

AUTHOR’S BIO: 

Lydia Sawatsky is a researcher with American Foreign Policy Council’s Central Asia-Caucasus Institute. A recent graduate of Wheaton College, she grew up in Sumqayit, Azerbaijan, and has spent extensive time in the Caucasus and Central Asia. She previously worked with International Literacy and Development (ILAD) in Baku, Azerbaijan, researching access to education for Afghan and Pakistani refugees residing in the country.

By Stephen Blank

While Central Asian cohesion and regional cooperation grow; the South Caucasus is fragmenting. This process increasingly affects the nature and scope of regional interactions with key international actors. Russian influence has declined precipitously in Armenia, which is turning to the West, and Azerbaijan, which is expanding its circle of partners. However, in Georgia the state increasingly resembles Russia in its autocratic and legal structure and thus its state practices.

BACKGROUND:

Writing in 2024, the Azeri scholar Gulshan Pashayeva observed that a defining feature of the Caucasus was its fragmentation. This fragmentation is deepening and in effect, relationships between the South Caucasus and key external actors have quickly grown and assumed new shapes in 2025. Georgia’s dependence on Russia has grown, whereas Russian influence in Armenia and Azerbaijan has visibly declined as these states are turning to Washington and Europe. 

Georgia is paying the supreme price of colonial status as it over time loses territory to Russia as both South Ossetia and Abkhazia virtually included in the Russian Federation. The Russian-driven borderization whereby Russian or pro-Russian forces either overtly or surreptitiously move border posts demarcating Russian-controlled from Georgian territories to expand Russia’s holdings occurs with impunity.

The mounting discord between the Georgian government and the EU also exemplifies Georgia’s regression. Georgia’s government, possibly at Moscow’s behest, is trampling upon processes necessary for Georgian admission into the EU and frustrating both Brussels’ conditions and the continuing support for EU membership among a majority of the Georgian population. 

Armenia’s government is implementing a program of democratic reform and ultimate membership in the EU while striving to make a conclusive peace with Azerbaijan and normalize ties to Turkey despite staunch resistance by domestic, diasporic elements, the Church and Russian influencers. None of these groups supports peace and many of them, including Russia, fear democratization as signaling a decisive political defeat at home as well as a threat to Russia. It is no surprise that the Church with Russian backing emerged as the leader of an attempted coup in 2025 to replicate Russia’s success in Georgia and reverse Yerevan’s turn to the West.

Azerbaijan’s case is even more striking. Beyond its military-diplomatic success in forging an alliance with Turkey and partnership with Israel to strengthen its military capability, it neutralized Russian support for Armenia while improving ties with key European states and the U.S. The Trump Administration has now built a permanent monument to its military-economic presence in the Caucasus, namely the Trump International Road for Peace and Prosperity (TRIPP). This project brings Washington into the Caucasus as a permanent player and checks Iranian threats to Azerbaijan and links to Armenia, while giving Yerevan a tangible reward for its pro-Western and anti-Russian policies. Meanwhile, Russia’s downing of an Azerbaijani airplane in 2024 and attacks on Azerbaijani residents in Russia have generated enormous resentment in Azerbaijan. 

IMPLICATIONS:

The Caucasus has become a battleground where the great powers and their favored local governments are not only on opposite sides, but where these powers’ rivalry also spills over into trade routes. The TRIPP has duly triggered Georgian apprehension since that project’s inauguration may well push aside Georgia as a preferred partner in the Middle Corridor project that ties together China, Central Asia, and ultimately Europe. But the significance of TRIPP far transcends its potential impact upon Georgia.

This project is only the latest manifestation of the declining Russian influence in the Caucasus and the parallel ensuing fragmentation of the region. While Moscow still holds many levers of influence and has no scruples about using them; they are fewer, less potent than before, and Russia faces a greater and more sustained foreign presence in the Caucasus than at any time since the disintegration of the USSR. Neither is this foreign influence strictly economic as in China’s case and as seen in its sponsorship of the Middle Corridor trade and transportation route through Azerbaijan that bypasses Russia. Türkiye’s alliance with Azerbaijan is of an explicitly military nature that provides an enduring supply of weapons, training, and presumably logistical and intelligence support for Azerbaijan. Türkiye also buttresses this support by providing the primary terminus for Azerbaijan’s increasing energy exports to Europe. Beyond these increasingly deep-rooted connections to Azerbaijan, through the Organization of Turkic States Türkiye now also has an institutional base for enduring outreach to Central Asia and the provision of all manner of military and economic ties to that region. 

Azerbaijan is also increasingly tied to the Middle East through its long-running defense and economic ties to Israel, their mutual collaboration against Iran and its membership in both the Abraham Accords and President Trump’s Board of Peace. Likewise, the EU and Azerbaijan have embarked upon a mutually rewarding series of ties independent of Russian influence and also primarily based on Azerbaijani energy exports in return for EU investment and political support.

Moreover, the advent of the TRIPP has launched what looks like a sustained U.S. presence in the Caucasus. This project is taking physical shape and Vice-President Vance’s visit to Armenia and Azerbaijan demonstrates that sustained interest. Under this project, “American companies could develop railways, roads, and pipelines linking Azerbaijan proper to its Nakhchivan exclave via a corridor through the south of Armenia’s Syunik Province.” Since Azerbaijan is now providing Armenia with energy, a formal peace treaty terminating the state of war over Nagorno-Karabakh under U.S. auspices seems likely. Beyond those signs of U.S. influence, President Trump has just stated that Vance’s tour will, “strengthen our strategic partnership with Azerbaijan, a beautiful Agreement for Peaceful Nuclear Cooperation with Armenia, Deals for our Great Semiconductor Makers, and the sale of Made in the U.S.A. Defense Equipment, such as body armor and boats, and more, to Azerbaijan.” If this lasting multi-domain U.S. presence materializes, it will represent a major blow to Russian ambitions but also codify the fragmentation of the Caucasus and exclude Georgia from the growing and long-term international competition in the region for a long time to come.

CONCLUSIONS:

Russia certainly still has cards to play. It has a long-term military base at Gyumri, Armenia, and well-established connections among the Armenian opposition that is both unreconciled to the loss of Nagorno-Karabakh and to the Pashinyan government’s democratizing reforms and efforts to join the EU. Russia also has substantial economic connections to Georgia and what looks like a secure base of influence in Georgia’s government. 

Nevertheless, it is a declining power economically if not militarily and cannot stop the rising foreign presence in the Caucasus. Indeed, it depends on trade coming from Armenia and Central Assia to circumvent Western sanctions and access vital Western goods. Iran, whose back is to the wall due to combined U.S., Israeli, and European military-economic pressure, cannot bail it out. Nor will China, the primary sponsor of the Middle Corridor, rescue it in the Caucasus. Despite the Russo-Chinese “no-limits” partnership, Beijing has never lifted a finger to allow Russia to become a viable economic competitor across Eurasia or regarding inter-continental trade, transport, and connectivity issues.

Therefore, the fragmentation of the South Caucasus and the heightened presence of competing major international actors is likely to continue. Central Asian states, in contrast, forge ahead with mounting cohesion and collaboration. Indeed, those states, recognizing Azerbaijan’s critical geographic position and rising heft, have now included it in what used to be the 5+1 relationship with Washington, transforming it into a 6+1 formation. This development will also contribute to regional fragmentation. Azerbaijan is increasingly a power whose perspectives must embrace Washington, Europe, the Middle East, and Central Asia, not just the Caucasus.

The ethnopolitical rivalries that made the Caucasus a zone of conflict for a generation after 1991 may, however, be coming to an end as the new ties between Baku and Yerevan and greater foreign connections show. To the extent that Georgia can be helped to resolve its ethnic and other domestic cleavages that Russia continues to exploit, it may become possible for the South Caucasus to emulate the discernible regional cooperation now appearing in Central Asia.

That outcome would be to the benefit of the entire Caucasus as well as to its neighbors and interlocutors. While disappointing to Moscow, its regional clients and those “dead-enders” who wish to rekindle the fires of ethnic conflict, that way has been tried and founds wanting in the balance.

AUTHOR’S BIO: 

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

By Eldaniz Gusseinov & Sardor Allayarov, 

Following the conclusion of a peace treaty between Azerbaijan and Armenia, three key trends are likely to shape the South Caucasus within broader global geoeconomic processes. Peace between Armenia and Azerbaijan may facilitate the emergence of the South Caucasus as a more integrated regional entity, rather than three distinct states occupying a shared geographic space. The region’s future can be understood through three interrelated dynamics: the expansion of overland infrastructure, intensified competition for markets, and increasing complexity in its geoeconomic architecture.

BACKGROUND:

An initialed peace agreement between Armenia and Azerbaijan, which was announced on August 8, 2025, under U.S. mediation, formally ended the protracted conflict and aimed to normalize bilateral relations. Despite sharing a common geographic space, the South Caucasus states differ markedly in their political, economic, and security orientations, which has historically constrained regional integration. Armenia is a member of the Eurasian Economic Union (EAEU) and the Collective Security Treaty Organization (CSTO) while simultaneously expressing aspirations for EU membership. Georgia has maintained a broadly pro-Western orientation, though less pronounced than in the past, whereas Azerbaijan prioritizes integration within the Organization of Turkic States. At the same time, both Armenia and Azerbaijan have expressed interest in joining the SCO. Additionally, Azerbaijan has attained permanent status among the consultative meetings of the Central Asian heads of states. 

Similar processes can be observed in Central Asia, where the resolution of several border disputes enabled intensified cooperation through the integration of transport routes and energy hubs. Comparable developments may emerge in the South Caucasus, as border openings are likely to necessitate infrastructure expansion, followed by the harmonization of tariffs and customs procedures.

IMPLICATIONS:

At the initial stage, the institutionalization of meeting formats among South Caucasus leaders is likely to occur, both within a trilateral framework and through a 3+3 format involving other key regional actors. The Central Asia–South Caucasus format also appears promising, as the two regions are increasingly interconnected through the development of transport corridors.

The first trend is the growing demand for overland transport corridors driven by increased tensions between China and the U.S. Following significant progress in the normalization of Armenian–Azerbaijani relations, the South Caucasus, together with Central Asia, is likely to be perceived by Beijing as a relatively stable region for investment. In Central Asia, the development of overland routes is already well advanced. Kazakhstan, for example, has launched the second track of the 836-km Dostyk–Moyinty railway, increasing capacity fivefold to 60 pairs of trains per day. With a cost of nearly US$ 1 billion, it is the largest railway project undertaken since independence and a key enhancement of China–Europe transport connectivity. 

However, China’s westward transport expansion through Central Asia and the South Caucasus will also underscore the need for enhanced security cooperation. In this context, Beijing may seek deeper engagement within the SCO, potentially conflicting with Georgia’s and Armenia’s aspirations to strengthen cooperation with NATO and with Azerbaijan’s efforts to advance the military dimension of integration within the Organization of Turkic States.

Kazakhstan became the second country after Russia to utilize the opening of transit routes to Armenia via Azerbaijan. The new corridor (Kazakhstan/Russia–Azerbaijan–Georgia–Armenia) reduces logistics costs and enables regular deliveries, with Kazakhstan planning to transport up to 20,000 tons of grain per month.

In parallel, construction of the China–Kyrgyzstan–Uzbekistan railway is advancing rapidly. These dynamics are likely to extend to the South Caucasus as China and the EU seek to expand overland connectivity to facilitate trade and access stable markets. This process will further link Central Asia and the South Caucasus and will require enhanced coordination to improve connectivity among major economic centers, giving rise to a second trend: the increasing complexity of the region’s geoeconomic architecture.

Despite these developments, the South Caucasus continues to consist of three states sharing a common geographic space but pursuing distinct foreign policy orientations. A comparable situation previously existed in Central Asia and did not prevent regional consolidation, as multiple institutional platforms were leveraged to advance regional interests. Similarly, the EAEU can support trade with Russia, the SCO can provide additional security frameworks for transport corridors, and both the EU and China can serve as key financiers of transport infrastructure.

The third and most significant trend is that the opening of transport links in the South Caucasus will further liberalize the market and intensify competition. For Armenia, this is likely to result in more active competition between Russian and European food producers. Modeling-based studies suggest that Russia’s effective market share will decline as Armenia’s borders open, with Europe and Turkey gaining ground. The central challenge will be to maximize the benefits of this competition by creating conditions that allow actors who compete bilaterally to nonetheless engage in trade and pursue joint projects within the South Caucasus.

Armenia’s largest solar power plant, Masrik-1, with a capacity of 62 MW, was developed by FRV and commissioned in June 2025 in the Gegharkunik region, supplying clean energy to more than 21,000 households. The project was financed with support from international banks and an EU grant, while the main construction works were carried out by the Chinese state-owned corporation CMEC. This project represents one of the clearest regional examples of cooperation among competing powers and may serve as a model for other South Caucasus states.

CONCLUSIONS:

In sum, the peace treaty between Azerbaijan and Armenia constitutes a critical turning point for the South Caucasus, positioning the region as an increasingly important transit and connectivity hub linking Central Asia, Europe, and East Asia. The region’s future trajectory will be shaped by its capacity to manage a more complex geoeconomic architecture involving multiple external actors with overlapping interests. Divergent foreign policy orientations among regional states may create opportunities to leverage a wide range of institutional platforms and investment sources. Ultimately, the impact of the peace agreement will depend on whether the regional states can translate improved connectivity and heightened competition into cooperative economic projects. The long-term success of the regionalization process will therefore hinge on the ability of regional states to manage diversity in external partnerships by preventing geopolitical competition from obstructing economic cooperation. If effectively managed, the South Caucasus can move beyond a legacy of protracted conflict and emerge as a stable, competitive, and strategically significant component of broader Eurasian geoeconomic processes.

AUTHOR’S BIO: 

Eldaniz Gusseinov is a 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.

Sardor Allayarov is an International relations expert with a research focus on theories of international relations, international order, China, Eurasia, and foreign policy. He currently serves as a Research Assistant at Urgench State University in Uzbekistan.

By Suren Sargsyan

On November 17, U.S. Deputy Secretary of State for Political Affairs Alison Hooker visited Yerevan and Baku to promote the U.S. president’s vision of regional peace and security. During the visit, she discussed the Trump Route for International Peace and Prosperity (TRIPP) project with the leadership of both countries. On November 18, Jonathan Asconas, Senior Advisor at the U.S. Department of State, visited Georgia to discuss the country’s possible participation in TRIPP. Beyond the economic implications of the route, these steps indicate an evolving regional U.S. approach toward the South Caucasus.

Credit: Diego Delso

BACKGROUND: The announcement regarding the construction of TRIPP and an increased U.S. activity in the South Caucasus has received significant political and analytical attention. However, five months after the announcement, it remains unclear what the timeline for implementation will be and which company will handle its operations. 

The announcement of the TRIPP project and the increase in U.S. activity in the South Caucasus have attracted significant political and analytical attention. However, five months after the announcement, it remains unclear what the implementation timeline will be and which company will be responsible for operating the project.

The central question is whether the U.S. is seeking a strategic foothold in the South Caucasus, a goal it has historically avoided, or whether its involvement remains primarily economic and business-oriented. Washington’s previous approaches towards the South Caucasus have fallen short of both a coherent strategy or ambitions to establish a lasting strategic presence in the region. In light of developments over recent months, it is therefore important to assess how U.S. policy toward the South Caucasus is evolving under the revitalized approach of the Trump administration.

TRIPP is primarily a business project, but it also has the potential to develop into a strategic asset by giving Washington a new presence in a region traditionally viewed as Russia’s sphere of influence. While it would first create a commercial foothold, the route could acquire broader strategic importance by connecting Asia and Europe while bypassing both Russia and Iran. The inclusion of pipelines, oil and gas corridors, and railway links would also allow Central Asian energy resources to reach Europe through the Caspian Sea, fully circumventing Russian territory.

On December 17, 2025, the Armenia–U.S. Bilateral Working Group, established to support the outcomes of the August 8, 2025, Peace Summit, held its inaugural meeting. 

IMPLICATIONS: To establish lasting influence in the South Caucasus, a global power must exert leverage over at least two of the region’s three states. At present, no external actor meets this condition, unlike Russia, which for years maintained decisive influence by using the Nagorno-Karabakh conflict to exert control over both Armenia and Azerbaijan. This conflict-based dependence shaped their political priorities, foreign policy orientations, and economic choices, while also preventing the development of effective regional cooperation mechanisms.

Russia deliberately relied on the continuation of conflict as a tool of influence, a well-established method of maintaining strategic presence. When conflicts end, however, influence weakens and a vacuum emerges, which is often filled by another power. By contrast, the U.S. is seeking influence through the promotion of peace, economic development, and mediation between Armenia and Azerbaijan, presenting itself as an arbiter seeking to maintain long-term engagement in the region. The possible inclusion of Georgia in discussions on TRIPP further increases the strategic importance of this approach.

While Moscow relied on managed instability, Washington is investing in regional consolidation based on shared economic interests. This approach inevitably conflicts with the interests of states that oppose both TRIPP and the expansion of U.S. influence. Given the deep historical, institutional, and economic links between the South Caucasus and Central Asia, through organizations such as the EAEU, CSTO, CIS, and the Organization of Turkic States, any change in the balance of influence in one region will directly affect the other.

Within this broader framework, the Trump administration has sought to extend the Abraham Accords beyond their original Middle Eastern context. By including economically important, Muslim-majority but secular states such as Azerbaijan and Kazakhstan, both of which already have strong relations with Israel, the aim is not normalization, but the institutionalization of cooperation. This approach represents another U.S.-led multilateral mechanism designed to promote regional prosperity while expanding long-term strategic influence.

Judging from recent practical developments, it becomes clear that current U.S. policy toward the South Caucasus is growing more complex and nuanced. On November 30, 2024, the U.S. suspended its strategic partnership agreement with Georgia, a document it had been the first among South Caucasus states to sign in 2009. Shortly thereafter, in the final days of the Biden administration, the U.S. signed a strategic partnership agreement with Armenia on January 14, 2025. On November 8, 2025, the Trump administration signed a memorandum with Azerbaijan to establish a working group tasked with preparing a strategic partnership agreement. At the same time, President Trump waived Section 907, enabling expanded cooperation between Azerbaijan and the U.S. across a range of areas. 

These steps suggest that the Trump administration is prioritizing a regional approach toward the South Caucasus. In addition, the U.S. provided Armenia with US$ 145 million in assistance as part of the first tranche of funding for the TRIPP project and related agreements reached on August 8. This support is intended to finance investments in trade, infrastructure, critical mineral supply chains, and border security.

As for Georgia, despite tensions in bilateral relations, the country continues to play an important role in U.S. regional policy. Georgia has sought to align itself with Washington’s agenda of promoting peace in the South Caucasus, while also discussing possible participation in the TRIPP project and its implementation. This approach appears to correspond with U.S. expectations, as Washington moves toward deeper engagement with Georgia within this framework.

Current U.S. policy extends beyond the bilateral level and has regional ambitions, seeking to strengthen cooperation with South Caucasus states individually while emphasizing shared regional priorities. 

CONCLUSIONS: Despite the apparent principled agreement of all parties on the route, its timeline for implementation and the duration of the process remain unclear. If realized, the route would give the U.S. a unique opportunity to establish a presence in the South Caucasus, and this commercial presence could evolve into a strategically significant one, especially if the route’s scale and capacity become significant enough for Azerbaijan, Armenia, and the U.S. companies responsible for its operation and security. Whether the U.S. can counter the long-standing influence of Russia and Iran in the region, both of which may view the project as undermining their interests, will depend on the consistency of the Trump administration’s policy, its sustained commitment, and the broader competition among global actors in the South Caucasus.

According to Armenian authorities, Yerevan and Washington plan to establish a consortium that would act as the main company responsible for constructing and operating the railway. The consortium could also build, manage, and operate pipelines, power transmission lines, and other related infrastructure. In addition to road transport, rail capacity is crucial to sustain the transport of Chinese goods along this route in order to ensure its economic viability and maximize cargo volumes.

From this perspective, overall U.S.–China relations are also critical. As a result, the U.S. faces the compound challenge of promoting peace and stability in the region and limit potential spoilers, while simultaneously improving relations with China and resolving outstanding tariff issues, tasks that pose a particularly difficult test for the Trump administration.

AUTHOR’S BIO: Suren Sargsyan is a PhD candidate Political Science. He holds LLM degrees from Yerevan State University, the American University of Armenia, and Tufts University Fletcher School of Law and Diplomacy. He is the director of the Armenian Center for American Studies.

By Farkhod Tolipov

In mid-December 2025, several Russian state-controlled media outlets spread a rumor that Russia could apply for membership in the Central Asian Community. This statement followed Azerbaijan’s entry into the regional grouping in November at the 7th Consultative Meeting of the Heads of State of Central Asia, held in Tashkent. The rumor reminded of Russia’s accession to the Central Asian Cooperation Organization in 2004, which led to the merger of that body with the Russia-led Eurasian Economic Community. Once again, Russia seeks to join the Central Asian Community, potentially worsening geopolitical tensions in the region.

BACKGROUND: Twenty years ago, in 2004, Russia applied for membership in the Central Asian Cooperation Organization (CACO). At that time, the presidents of two key states, Kazakhstan’s Nursultan Nazarbayev of and Uzbekistan’s Islam Karimov, were unable to refuse Moscow. This external membership in CACO eventually led to the organization’s collapse. One year after Russia’s admission, CACO was merged with the Russia-led Eurasian Economic Community (EvrAzES) on the grounds that the two organizations duplicated each other. Uzbekistan withdrew from EvrAzES in 2008. The structure itself existed until 2014, and in 2015, it was replaced by the Eurasian Economic Union (EAEU). Only two Central Asian states, Kazakhstan and Kyrgyzstan, are now members of the EAEU. 

In 2019, the Russian side suddenly announced that Uzbekistan could become a member of the EAEU. Uzbekistan never confirmed either its desire or the possibility of such membership but decided in December 2020 to become an observer in the EAEU. Since then, Moscow has constantly and officially reminded Uzbekistan that the EAEU is waiting. Recently, the President of Belarus Aleksandr Lukashenko even stated that “we are looking forward to Uzbekistan’s membership in the EAEU.” Notably, such statements come only from Russia or Belarus; other EAEU states are not focused on this, and Uzbekistan does not show a strong interest in joining the organization.

Against this backdrop, two geopolitical issues cause concern in Moscow. First, without Uzbekistan in the EAEU, Central Asia cannot be brought under full Russian control. Second, the EAEU remains a very small entity, consisting of only five former Soviet republics. This limited composition does not support Russia’s image as a great power but, on the contrary, highlights its difficulty in asserting such a status.

It has become a tradition that the informal summits of the EAEU and the CIS are held in Saint Petersburg on the same days. On 22–23 December 2025, both events took place in the city. Reports on the CIS/EAEU summits were quite modest and contained no serious statements, except positive remarks about increased trade within the CIS/EAEU during the year. These largely symbolic events took place against the background of the war in Ukraine, which has dealt a serious blow to Moscow’s international reputation. In this context, Russia is using different means to preserve its influence in Central Asia while losing control over other parts of the former Soviet space.

IMPLICATIONS: Azerbaijan’s president Ilham Aliyev did not attend the EAEU summit, citing his country’s non-membership in the organization. He also did not travel to Saint Petersburg for the CIS summit, referring to his busy schedule. However, in November Azerbaijan became a full participant in the Consultative Meetings of the Heads of State of Central Asia (CMHS).

Although Baku’s accession to the CMHS is assessed differently across the region, this expansion of the “C5” format into a “C6” is likely viewed in Moscow as a new challenge to Russia’s position in the region of the “stans.” This may explain the appearance of rumors that Russia could apply for membership in the CMHS. At the same time, the increasingly pro-Russian policies of all Central Asian states, whether genuine or aimed at avoiding Moscow’s displeasure, raise concerns that history may repeat itself and that the Central Asian Community could again open its doors to Russia.

Uzbekistan’s President Shavkat Mirziyoyev delivered a speech at the meeting of the Supreme Eurasian Economic Council that resembled a statement from a full member. He described EAEU countries as “our strategic and natural partners.” According to the president, Uzbekistan actively participates in all key Eurasian formats. He also stated that “we believe it is necessary to strengthen coordination between the institutions of the CIS and the EAEU.”

Mirziyoyev highlighted several issues, including the elimination of trade barriers and the creation of an Uzbekistan–EAEU coordination group on tariff and non-tariff barriers; the development of industrial cooperation and the launch of joint projects in machinery, energy, agriculture, and the chemical sector; the digitalization of trade and customs administration; participation in EAEU technological platforms, from biomedicine and new materials to robotics; and the creation of a unified tourism space that would combine products of the Union’s member states.

Overall, the narrow, trade- and business-centered rhetoric surrounding the EAEU does not indicate the emergence of a shared regional identity among its member states, which is both a key condition for and an outcome of meaningful integration. In contrast, a broader vision of Central Asia, based on a natural sense of common identity among its peoples, is far stronger than a solely economic grouping of states. Indeed, the November summit of Central Asian leaders in Tashkent produced notable signs of deeper regional integration. In particular, it was announced that the CMHS format could be transformed into a Community of Central Asia (CCA).

Despite this major trend in Central Asia, the pro-Russian, or seemingly pro-Russian, policies of regional leaders may have a reverse effect and lead to a repetition of history, including a renewed Russian application for membership in the CCA for purely geopolitical reasons. In a recent and telling statement, Russia’s ambassador to Uzbekistan claimed that “Uzbekistan assured the Russian Federation that the era of the Great Game has passed into oblivion.” The remark suggests the opposite: the Great Game may be entering a new phase in which it is not Uzbekistan or other Central Asian states that shape geopolitical rivalry, but Russia itself, which continues to view the region through the lens of great-power competition. Throughout its independence, Uzbekistan has sought to avoid geopolitical entanglements. Therefore, if assurances about the end of geopolitical games are needed, they should come from great powers themselves, rather than from Central Asian states.

Moscow may believe that Russia’s membership in CAC would signal the end of the Great Game, whereas in reality it would represent yet another expression of Russia’s enduring geopolitical modus vivendi.

CONCLUSIONS: Central Asia is entering a new round of the geopolitical Great Game, and this game is being driven primarily by Russia. In the context of the war in Ukraine, this outcome is hardly surprising. Moscow’s foreign policy and its broader international behavior are clearly dominated by geopolitical considerations.

At present, one can observe the emergence of two opposing geopolitical configurations, the “Eurasian Five” of the Eurasian community versus the “Central Asian Six” of the Central Asian Community. The paradox of this dual trend, however, is that two Central Asian states, Kazakhstan and Kyrgyzstan, are members of both EAEU and CAC.

In 2004, Russia’s accession to CACO distorted, weakened, and ultimately destroyed the organization and the broader process of integration among the five Central Asian states. As a result, regional integration was halted for a decade and revived only in 2017. Integration in Central Asia is a distinct phenomenon: from the outset, it has been shaped in part to avoid geopolitical entanglements. By its nature, Central Asian integration cannot include any major power, regardless of which one it is, because such inclusion would inevitably introduce a dimension of geopolitical competition into the integration process.

AUTHOR’S BIO: Dr. Farkhod Tolipov holds a PhD in Political Science and is Director of the Education and Research Institution “Bilim Karvoni” (“Knowledge Caravan”) in Tashkent, Uzbekistan.