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

The year 2020 marked a watershed moment in the modern history of the South Caucasus, a turning point that fundamentally altered the region's geopolitical landscape. Azerbaijan, after 30 years of patient diplomacy punctuated by military confrontations, took decisive initiative and made history. The 44-day war that autumn demonstrated not only Azerbaijan's military capabilities but also its strategic determination to resolve the protracted Karabakh conflict through force when diplomatic channels proved exhausted. This bold move transformed Azerbaijan from a passive player awaiting international mediation into an active architect of its own destiny and, by extension, the region's future. Azerbaijan’s post-Karabakh victory and subsequent strategic initiatives have positioned it firmly on the path to middle-power status. By leveraging its geographic location at the crossroads of Europe and Asia, its energy resources, and its growing diplomatic influence, Azerbaijan has demonstrated the ability to shape regional agendas beyond its immediate borders. READ MORE

• EGF Editor  |  Published on EGF: 31.10.2025  |  External Relations
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By Tabib HUSEYNOV, independent policy analyst and researcher

Azerbaijan-Russia relations have experienced a series of compounding crises since early 2025, raising questions about the future of Russian influence in the South Caucasus. This paper examines the underlying causes and strategic consequences of this shift in bilateral relationship, highlighting the decline of Russia’s regional influence, alongside Azerbaijan’s emergence as a more autonomous and confident regional power. The paper argues that Azerbaijan’s evolving strategic posture, underpinned by its alliance with Türkiye, its central role in transregional connectivity projects, and its relative economic resilience, has empowered Baku to engage Moscow in a more assertive and transactional relationship. At the same time, areas of interdependence remain, particularly in trade, transport infrastructure, and close humanitarian-cultural contacts, posing both risks and opportunities. The paper concludes that the future of Azerbaijan-Russia relations will hinge on Moscow’s ability to internalize the new power realities in the South Caucasus. READ MORE

• EGF Editor  |  Published on EGF: 31.10.2025  |  External Relations
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By Shanthie Mariet D’SOUZA, PhD, founder & president, Mantraya Institute for Strategic Studies (MISS)

Where once Islamabad and Kabul could calm tensions between them bilaterally, external mediation was needed this time around. There have been three ceasefire agreements between Afghanistan and Pakistan in less than two weeks. Two agreements collapsed or were violated before a final one was reached in Doha on October 19, which has held as of writing. These fragile, imperfect, yet frequent arrangements to cease hostilities, however, reveal three different dynamics between the two friends-turned-foes: first, the cordiality of the past is no longer a restraining factor for carrying out military measures against one another; second, these measures and counter-measures, however, won’t reach a point of truly destructive escalation; and yet, third, both countries are no longer able to resolve their differences bilaterally and need the assistance of external mediators indicating deep schisms and distrust in the relationship. READ MORE

• EGF Editor  |  Published on EGF: 31.10.2025  |  External Relations
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By Benyamin POGHOSYAN, PhD, Senior Research Fellow at the APRI Armenia

Will the Trump Route for International Peace and Prosperity (TRIPP) set to connect Azerbaijan with Nakhichevan and Türkiye via Armenia help establish lasting peace and prosperity for all? Interestingly, if the Washington Declaration speaks about restoration of all communications, with reciprocal benefits for Armenia, the spotlight has been about the TRIPP and only about it. This oversight misses a vital point necessary for lasting peace and stability in the region. The launch of TRIPP alone will not establish real regional connectivity in the South Caucasus, or create the economic interdependence between Armenia, Azerbaijan and Türkiye needed to cement lasting regional peace and stability. Instead, focusing on the TRIPP will maintain Armenia’s isolation, restrict its geopolitical and geoeconomic flexibilities, while keeping the door open for future escalations over the longer term. READ MORE

• EGF Editor  |  Published on EGF: 22.10.2025  |  External Relations
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In an exclusive interview with Bloomberg Adria, Dr Marat Terterov, Founder and Director of the Brussels Energy Club, and Co-founder of the European Geopolitical Forum, assessed the prospects of energy transition in Europe within a complex geopolitical context. In particular, he addressed the main challenges ahead such as: decarbonization of transports, the need for an urgent diversification of energy (in particular gas) supply sources and adjusting the energy markets to geopolitical imperatives (mainly due to EU sanctions against Russia). Regarding the latter, Dr. Terterov alluded to an older issue: “can states control markets?”. While market actors (including suppliers and consumers) do not aim to support the Russian war in Ukraine, they don’t want to become collateral damage either. Gas trading relations are usually very long term. It’s therefore still to be seen how the European gas markets actors would react to Brussels pressures to phase out Russian gas supply over the short term. Meanwhile, Russia has no interest in undermining the European energy transition, but it may be interested to maintain a share of the European gas market, at least by the time it was able to fully redirect its exports towards the East (China, Pakistan). WATCH INTERVIEW

• EGF Editor  |  Published on EGF: 22.10.2025  |  Energy
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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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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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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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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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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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