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EGF
The European Geopolitical Forum

Wednesday 18 February 2026

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Publication
TRIPP and the Rise of a Trans-Regional Energy Corridor in the South Caucasus

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

The South Caucasus is entering a new phase of regional energy reconfiguration as Azerbaijan moves forward with plans to transmit electricity to its Nakhichevan exclave through southern Armenia, along the Zangezur corridor. What was once understood mainly as a transport initiative is now, under the Trump Route for International Peace and Prosperity (TRIPP), evolving into an energy corridor with significant regional and geopolitical consequences. The launch of construction on the Zangezur high-voltage transmission line and parallel political signals from Baku, Yerevan, and Ankara suggest that trans-regional energy connectivity may become the most immediate and transformative dimension of post-conflict normalization. On January 29, it was reported that Azerbaijan had begun construction of the Zangezur high-voltage power transmission line, a technically complex project designed to integrate the Nakhichevan Autonomous Republic into the country’s unified electricity system and to form a critical segment of an emerging Azerbaijan–Türkiye–Europe electricity corridor. READ MORE

  • EGF Editor  |  Published on EGF: 18.02.2026  |  Energy
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Watching TRIPP: China and the art of strategic patience

Yeghia TASHJIAN By Yeghia TASHJIAN, Beirut-based regional analyst and researcher, columnist, "The Armenian Weekly”

China’s position on the TRIPP (Trump’s Route for International Peace and Prosperity) has been cautious and low-profile, shaped less by enthusiasm for the project itself than by Beijing’s overall policy toward the South Caucasus and the region’s geopolitical rivalries. From China’s perspective, TRIPP is not mutually exclusive with the Belt and Road Initiative (BRI). From the U.S. perspective, however, the project carries geopolitical weight, aimed at containing or counterbalancing Russian, Iranian and Chinese influence in Eurasia.
China has evaluated TRIPP primarily through the lens of risk management, given that the route traverses border regions historically vulnerable to conflict and border tensions and lies at the intersection of regional rivalries. This helps explain why Beijing has avoided any public endorsement, opting instead for rhetorical neutrality and a wait-and-see approach — signalling that economic connectivity must be inclusive, territorial integrity respected, trade depoliticized and cooperation insulated from zero-sum geopolitical competition. READ MORE

  • EGF Editor  |  Published on EGF: 18.02.2026  |  External Relations
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Recent Developments around ‘TRIPP’: A Leap, but at What Cost?

Yeghia TASHJIAN By Yeghia TASHJIAN, Beirut-based regional analyst and researcher, columnist, "The Armenian Weekly”

On Jan. 13, 2026, Armenian Foreign Minister Ararat Mirzoyan and U.S. Secretary of State Marco Rubio met in Washington, D.C., to announce the Trump Route for International Peace and Prosperity (TRIPP) Implementation Framework. The six-page document is the latest step toward implementing the commitments made at the White House on Aug. 8, 2025, aimed at establishing peace in the South Caucasus. According to the announcement, the “ultimate objective of TRIPP is to strengthen the prosperity and security of Armenia and Azerbaijan and further American commerce by expanding regional trade and connectivity, as well as creating new transit opportunities linking Central Asia and the Caspian to Europe. READ MORE

  • EGF Editor  |  Published on EGF: 26.01.2026  |  External Relations
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TRIPP as a Pathway to Peace: How Connectivity Is Reshaping Armenia–Azerbaijan Normalization

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

The unveiling of the TRIPP Implementation Framework has not only accelerated the Armenia–Azerbaijan normalization process but has also triggered visible reactions from regional powers whose influence over South Caucasus connectivity is being recalibrated. While the project is framed as an economic and infrastructural initiative anchored in sovereignty and reciprocity, it directly affects long-standing geopolitical balances in a key crossroads of Eurasia. Among regional actors, Russia and Iran have emerged as the most vocal critics or sceptics of TRIPP, reflecting broader concerns over diminishing leverage, U.S. involvement, and shifting regional alignments. READ MORE

  • EGF Editor  |  Published on EGF: 26.01.2026  |  External Relations
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The Case for a Self-Regulating Ceasefire in Ukraine

Tabib HUSEYNOV By Tabib HUSEYNOV, independent policy analyst and researcher

Diplomatic initiatives to end the war in Ukraine are fundamentally misguided, because they seek a political solution that remains unattainable under current circumstances. International efforts should instead focus on securing a stable ceasefire that locks in the existing contact line without conditioning its achievement on impractical and damaging political concessions on Ukraine’s sovereignty or the fate of its occupied territories. The durability of such a ceasefire should rest primarily on Ukraine’s own strength, not on international peacekeepers or Russia’s goodwill.
Ukraine and Russia are locked in a grinding stalemate. Neither can achieve a decisive military victory any time soon, and neither can accept the political terms the other demands. Russian forces make incremental advances, but at the expense of staggering losses. Latest data on Russian casualties from the Ukrainian General Staff and the Ukrainian open-source mapping project Deep State suggest that between January and December 2025, Russia lost roughly 96 troops per square kilometre taken. With roughly 5,000 square km of Donetsk Oblast still under Ukrainian control, Russia would need to sacrifice close to half a million servicemen to occupy the remainder. READ MORE

  • EGF Editor  |  Published on EGF: 13.01.2026  |  Security
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How the 2025 NSS Reshapes U.S. Engagement in the South Caucasus

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

The South Caucasus has long occupied an ambiguous place in American foreign policy, neither central to U.S. national security nor irrelevant to it. The region has historically mattered insofar as it intersected with larger geopolitical contests: between Russia and the West, between energy producers and consumers, and between stability and fragmentation along Eurasia's inner frontier. The 2025 U.S. National Security Strategy codifies a shift that will sharpen this logic, moving the United States decisively away from expansive regional engagement toward selective, interest-driven involvement. While the document does not explicitly address the South Caucasus in its regional sections, its underlying principles, such as restraint, burden-sharing, transactional-ism, and rejection of transformational agendas, will fundamentally reshape Washington's engagement with the South Caucasus states. This recalibration reflects broader strategic realities: finite American resources, diminished appetite for open-ended commitments, and recognition that regional outcomes will ultimately be determined by local power dynamics rather than external patronage. READ MORE

  • EGF Editor  |  Published on EGF: 13.01.2026  |  External Relations
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Post-Soviet Blues – Part 1

Alan Whitehorn By Alan WHITEHORN, Professor Emeritus in Political Science, The Royal Military College of Canada

The collapse of the Soviet Union in the late 1980s, led to the emergence of a number of new, but vulnerable states. Russia, Belarus, and Georgia are three examples of cautionary tales. A decade and half ago in 2011, led by the charismatic opposition leader Alexei Navalny, tens of thousands of Russians gathered together in the capital city of Moscow to protest the continuing erosion of democratic safeguards and election fraud in the increasingly autocratic regime of Vladimir Putin. Tragically, Navalny’s fate proved to be poisoning, imprisonment and a suspicious death in a remote, gulag-like prison camp. READ MORE

  • EGF Editor  |  Published on EGF: 22.12.2025  |  External Relations
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Exporting Power: Türkiye’s Defence Industry and the Politics of Strategic Autonomy

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

Over the last decade, the development of Turkey’s defence industry has become a crucial aspect of its soft power diplomacy in both regional and global politics. The country has made significant efforts to invest heavily in the development of its indigenous defence industry, reducing its dependence on imports and becoming a leading defence exporter in global markets. The rapidly changing regional and global geopolitical landscape, particularly after the Arab uprisings, has prompted Ankara to expand the country’s defence industry and reduce its reliance on overseas arms procurement and international supply chains. Since the ruling AKP government came to power, the country’s indigenous defence industry has undergone a significant transformation, steadily becoming the twelfth-largest arms exporter, according to the Stockholm International Peace Research Institute (SIPRI). Given the regional instability marked by violent uprisings and sectarian conflicts, Türkiye’s pursuit of defence industry development can be understood as a primarily threat-driven strategy. This approach reflects an effort to enhance national defence capabilities and ensure strategic autonomy in response to both external security challenges and internal vulnerabilities. READ MORE

  • EGF Editor  |  Published on EGF: 22.12.2025  |  Security
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Leveraging Taiwan: India’s strategic counterbalance to China

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

Record trade and closer ties with Taipei mark New Delhi’s shift from caution to assertiveness.
In 2024, for the first time ever, bilateral trade between India and Taiwan exceeded US$10 billion. And in the past six months alone, governments and businesses in the two countries have agreed on multipledeals that bring their semiconductor, tech, artificial intelligence, and industrial sectors even closer together, along with supply chains. These new trade partnerships support Taiwan’s “New Southbound Policy” and India’s “Act East” and “Make in India” policies, with Taiwan alone investing US$4.5 billion in India since February 2024. While the surge in Taiwanese investment in Indian companies is grounded in the economic dimension of the relationship, there is another dynamic taking place. Like most countries, New Delhi does not officially recognise Taipei. Yet its compliance with the “One China principle” – the condition set by Beijing that nations must diplomatically acknowledge there is only one Chinese government and must not establish official contacts with Taiwan – has become more nuanced. READ MORE

  • EGF Editor  |  Published on EGF: 22.12.2025  |  External Relations
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Armenia in 2026: What Is Next?

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

Armenia’s pivotal 2026 looms: a year that will test fragile peace efforts with Azerbaijan and Turkey, redefine Yerevan’s ties with the EU and Russia, and unfold amid deepening political and societal polarization.
The year 2026 could be crucial for Armenia, significantly influencing both the foreign and domestic policy trajectory of the country. Externally, the main developments to monitor are the Armenia–Azerbaijan and Armenia–Turkey normalization processes. Will the August 2025 Washington Declaration bring the restoration of all regional communications – including the opening of the Armenia-Turkey border and the signature of an Armenia-Azerbaijan peace agreement – or will it meet the fate of previous, unsuccessful attempts to establish lasting peace and security in the South Caucasus? READ MORE

  • EGF Editor  |  Published on EGF: 22.12.2025  |  External Relations
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