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The European Geopolitical Forum

Saturday 18 October 2025

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Publication
Russia Tests NATO’s Eastern Defences

Yunis GURBANOV By Yunis GURBANOV, PhD, Senior Advisor at the AIR Center, Baku

In September, countries in the North Atlantic Treaty Organization (NATO) reported several incidents involving airspace violations. On September 10, 19 drones crossed into Polish territory, prompting Warsaw to call for Article 4 consultations. In a separate episode on September 19, three Russian MiG-31 jets briefly entered Estonian airspace before being intercepted by NATO air policing units. NATO Secretary-General Mark Rutte described these developments as concerning and emphasized that the Alliance remains attentive to safeguarding its members’ security. These incidents reflect an increasingly complex security environment along NATO’s eastern flank. The combination of drone activity and jet overflights highlights the challenges of managing airspace security in an era of hybrid threats. At the same time, the use of unmarked drones, short-duration incursions, and deactivated transponders complicates attribution and leaves room for differing interpretations of intent. READ MORE

  • EGF Editor  |  Published on EGF: 17.10.2025  |  Security
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China’s Middle Corridor Push Puts Europe in the Slow Lane

Elkhan NURIYEV By Elkhan NURIYEV, PhD, Senior Fellow at the Alexander von Humboldt Foundation

As Central Asia reshapes Eurasian trade routes, with China and Turkey consolidating influence, Europe faces a strategic test: adapt quickly to stay relevant or risk being sidelined in one of the 21st century’s most consequential connectivity shifts. Since Russia’s invasion of Ukraine, Central Asia has emerged as a critical hub in a reshaped Eurasian trade network. Countries from Kazakhstan to Azerbaijan are diversifying transit routes to reduce dependence on Russia, giving new prominence to the Trans-Caspian International Transport Route (TITR) – better known as the Middle Corridor. This corridor links China to Europe via Central Asia and the South Caucasus, bypassing traditional northern routes through Russia. READ MORE

  • EGF Editor  |  Published on EGF: 17.10.2025  |  Markets
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The Acceleration of Putin’s Shadow War

Fuad Shahbazov By Fuad SHAHBAZOV, Baku-based independent regional security and defence analyst

Air incursions, military drills, and escalating hybrid warfare hint at a new and alarming level of Russian aggression. Is it just for show?
Russia and Belarus held joint military drills in September. But the biennial exercises were overshadowed by something that may be more ominous — an outbreak of drone and aerial incursions across Poland and the Nordic-Baltic states that illustrate NATO members’ vulnerability to disabling attacks on fragile systems like civil airports. Zapad-2025 is an established Kremlin method of baring its military teeth to its near-neighbours. The official reason for September’s large-scale exercises is to test the ability of the two countries to repel an enemy attack, retake lost territory and secure the borders of what they refer to as their “Union State”. They have often triggered alarm across the NATO alliance, particularly in the Baltic states and Poland, which have a deep historical and recent sensitivity to Kremlin aggression. READ MORE

  • EGF Editor  |  Published on EGF: 07.10.2025  |  Security
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Economic Implications of the Washington Declaration for Azerbaijan and Armenia

Aytaс Mahammadova By Aytaс Mahammadova, Energy Security Expert affiliated with the Caspian-Alpine Society

The Washington Declaration of August 2025 marks a turning point for the South Caucasus, unlocking unprecedented economic opportunities through peace, open borders, and the TRIPP corridor. Enhanced trade, investment, and energy cooperation promise regional integration, job creation, and sustainable growth, positioning Azerbaijan, and Armenia as key hubs in global value chains.
The historic Washington Declaration of August 8, 2025, represents a transformative moment not only for regional stability but for the economic prosperity of the entire South Caucasus region. The establishment of sustainable peace between these two nations unlocks unprecedented economic opportunities that extend far beyond the immediate benefits of ending hostilities, creating a foundation for long-term economic integration, infrastructure development, and regional cooperation that could serve as a model for conflict resolution worldwide. The economic dividends of peace are multifaceted, encompassing direct benefits from increased foreign investment, enhanced trade relationships, and the opening of previously closed borders, as well as indirect benefits from improved regional stability, and the ability to redirect resources from defence to productive economic activities. READ MORE

  • EGF Editor  |  Published on EGF: 07.10.2025  |  Markets
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Trump’s Bagram Claims and the Taliban’s Foreign Policy Choices

Shanthie Mariet D’SOUZA By Shanthie Mariet D’SOUZA, PhD, founder & president, Mantraya Institute for Strategic Studies (MISS)

On September 21, the Taliban rebuffed U.S. President Donald Trump for the second time in the last nine months. A day earlier, Trump had demanded control of Bagram air base in Afghanistan and had even threatened “bad things” if his demand wasn’t entertained. The Taliban spokesperson was categorical in his September 23 reply: “We will never agree to bargain away or hand over any part of our country.” On being summoned for an emergency meeting by Emir Hibatullah Akhunzada following Trump’s comments, Taliban defence and foreign ministers and intelligence chiefs rushed to Kandahar. There were separate meetings as well among the Taliban leadership. The recent rejection of Trump’s vague threats didn’t occur in a vacuum. READ MORE

  • EGF Editor  |  Published on EGF: 07.10.2025  |  External Relations
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Stories of Resilience and Innovation: Women in Afghanistan Under the Taliban

Shanthie Mariet D’SOUZA By Shanthie Mariet D’SOUZA, PhD, founder & president, Mantraya Institute for Strategic Studies (MISS)

The dominant narrative on women in Afghanistan, one that appears fairly regularly in international media, is a story of restrictions, denial, and loss of rights. Under the Taliban’s Islamic Emirate, the rights of women are under siege. It is arguably one of the key reasons why the regime’s yearning for broad international recognition is yet to actualize. However, what is often missed are the stories of courage, adaptation, and resilience by Afghan women who, while living within those structural constraints, are trying to make a difference. And to an extent, even the de facto Taliban authorities acknowledge this reality. Any hope that things would change for the better in the future must take note of these windows of opportunities and build on the agency exhibited by women inside Afghanistan who are navigating a complex terrain. READ MORE

  • EGF Editor  |  Published on EGF: 01.10.2025  |  Markets
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Armenia–China Strategic Partnership: Another Step in Foreign-Policy Diversification

Benyamin POGHOSYAN By Benyamin POGHOSYAN, PhD, Senior Research Fellow at the APRI Armenia

Armenia and China established a strategic partnership on August 31, 2025, in the margins of the Shanghai Cooperation Organization (SCO) summit held in Tianjin, China. The establishment of a strategic partnership with China can be seen as another step within the Armenian Government’s “balanced and balancing foreign policy” or “pivot to the world,” as first articulated by the Armenia’s Secretary of the Security Council during the 2024 Applied Policy Research Institute (APRI) Armenia Forum. As part of its “pivot to the world,” a few weeks prior to the SCO summit Armenia applied for full membership of the organization (currently Yerevan is a dialogue partner) and in spring 2025, the Armenian Parliament adopted a law on launching the process of accession of the Republic of Armenia to the European Union. READ MORE

  • EGF Editor  |  Published on EGF: 01.10.2025  |  External Relations
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Azerbaijan Attempts Pragmatic Diplomacy at SCO Summit

Fuad Shahbazov By Fuad SHAHBAZOV, Baku-based independent regional security and defence analyst

On August 30, Azerbaijani President Ilham Aliyev arrived in the People’s Republic of China (PRC) to attend the 25th Meeting of the Council of Heads of State of the Shanghai Cooperation Organization (SCO) in Tianjin. Azerbaijan holds the status of a “dialogue partner” of the SCO but is not a full member. Aliyev’s attendance at the PRC-led SCO summit came amid simmering tensions between Azerbaijan and Russia, followed by mutual accusations and bellicose rhetoric of the Russian conservative establishment against Azerbaijan. In the face of Moscow’s open accusations and attempts to pressure Azerbaijan through frequent police raids against the local Azerbaijani diaspora, Baku is actively building alternative partnership formats in the Caucasus, Central Asia, and beyond. Since the beginning of 2025, Azerbaijan has significantly boosted its partnerships outside the Caucasus and Russia. The recent breakthrough in Azerbaijan’s diplomacy paved the way for establishing a strategic partnership with the PRC, which was cemented in an April agreement. READ MORE

  • EGF Editor  |  Published on EGF: 23.09.2025  |  External Relations
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Advancing Azerbaijan-China Energy Cooperation within the SCO Framework

Vusal GULIYEV By Vusal GULIYEV, Leading Advisor at the Baku-based Center of Analysis of International Relations (AIR Center)

Azerbaijani President Ilham Aliyev delivered a speech at the “Shanghai Cooperation Organization Plus” (SCO+) meeting in Tianjin, China (September 2025) underlining Azerbaijan’s role in regional connectivity and energy cooperation. Energy is a cornerstone of Azerbaijan’s economy and a major area of cooperation with both China and other SCO countries. As a hydrocarbon-rich nation on the Caspian Sea, Azerbaijan brings significant oil and gas assets to any partnership. It has leveraged its dialogue partner status in the SCO to advance energy collaboration aiming to diversify its export markets, attract investment in energy infrastructure, and even develop new energy technologies. Building on this foundation, Azerbaijan has gradually shifted its energy focus from its traditional European partners toward emerging Asian markets. Traditionally, Azerbaijan’s oil and gas have flowed Westward to Europe (through pipelines like BTC and TANAP), but now Asian markets are increasingly in focus. China has begun importing Azerbaijani crude oil in recent years. Although volumes are modest relative to Azerbaijan’s exports to Europe, they signal a growing Far Eastern demand. READ MORE

  • EGF Editor  |  Published on EGF: 12.09.2025  |  Energy
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Peace in South Caucasus Closer After the Washington Summit, but Uncertainties Loom

Vasif HUSEYNOV By Vasif HUSEYNOV, PhD, Head of Department, AIR Center, Adjunct Lecturer, ADA and Khazar Universities, Baku

On August 28, Armenian Prime Minister Nikol Pashinyan announced that his country will start substantive talks next month with the United States and Azerbaijan on the practical arrangements for opening a transit route to Azerbaijan’s Nakhichevan exclave via the territory of Armenia. The agreement on this route (hereafter the Zangezur Corridor) was reached on August 8 during a trilateral meeting between Azerbaijani President Ilham Aliyev and Prime Minister Pashinyan, mediated by U.S. President Donald Trump. According to the trilateral agreement, the route (renamed as the Trump Route for International Peace and Prosperity, or TRIPP) would serve as an “unimpeded” passage and be managed through what Trump called an “exclusive partnership” between Armenia and the United States for 99 years. According to Pashinyan, this implies the deployment of an “Armenia-United States company” which “will carry out the business management”. He underscored that the company “will not control that road but manage it,” refuting the domestic criticism about the loss of Armenian sovereignty over the route and the sublease of the territory to the United States. READ MORE

  • EGF Editor  |  Published on EGF: 12.09.2025  |  External Relations
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