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EGF
The European Geopolitical Forum

Monday 8 December 2025

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Publication
How Azerbaijan Reshaped South Caucasus Geopolitics

Aytaс Mahammadova 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  |  Опубликовано на EGF: 31.10.2025  |  External Relations
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Assessing the European Energy Transition against Evolving Geopolitical Challenges




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  |  Опубликовано на EGF: 22.10.2025  |  Energy
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Restoration of All Regional Communications Is the Only Viable Path to Lasting Peace in the South Caucasus

Benyamin POGHOSYAN 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  |  Опубликовано на EGF: 22.10.2025  |  External Relations
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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  |  Опубликовано на EGF: 17.10.2025  |  Markets
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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  |  Опубликовано на EGF: 17.10.2025  |  Security
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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  |  Опубликовано на EGF: 07.10.2025  |  External Relations
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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  |  Опубликовано на EGF: 07.10.2025  |  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  |  Опубликовано на EGF: 07.10.2025  |  Security
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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  |  Опубликовано на EGF: 01.10.2025  |  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  |  Опубликовано на EGF: 01.10.2025  |  Markets
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Dr. Marat Terterov, Co-founder of the EGF, and Dr. George Vlad Niculescu, Head of Research, contributed to a newly published volume on: “Building Resilience against Human Security Threats and Risks: From Best Practices to Strategies” The volume was produced by the National Defence Academy of Austria in collaboration with the PfP Consortium of Defence Academies and Security Studies Institutes. It brought up multi-disciplinary arguments explaining how education fostered resilience by equipping people with the knowledge and skills to navigate risks and adapt to new challenges. This Handbook addressed risks and threats associated with climate change, energy, demographic, food, water, medical and financial security, human trafficking, cyber security, hybrid threats, psychological manipulation, violence in the digital domain, ethnic violence in unresolved conflicts, economic fragmentation, and trade disruptions in the South Caucasus and beyond. Regional cooperation is essential for building resilience against human security risks and threats, since effectively addressing many of them, including conflicts, environmental crises, pandemics, and transnational crime, require collective action that transcends national borders. READ MORE

EGF Affiliated Expert Yeghia TASHJIAN has recently co-authored a Policy Brief on “Lebanon’s Foreign Policy: Challenges and Recommendations”. The Brief called for a shift toward positive neutrality and pro-active diplomacy, with concrete reforms to strengthen Lebanon’s diplomatic role and global standing. The authors wondered in a conclusive way: “Can Lebanon reclaim its place on the international stage?” READ MORE

EGF Affiliated Expert Dr. Shanthie Mariet D’SOUZA has contributed a new opinion piece to “The DIPLOMAT” on “Lessons in Peace Building and Conflict Resolution from Fergana”. She concluded that “In an era marked by global turbulence, rising geopolitical tensions, and deepening distrust between nations, the Fergana Valley has the potential to be a model for building interstate relations, collective identity and regional connectivity.” READ MORE

EGF Affiliated Expert Benyamin POGHOSYAN appeared in a new episode of the GROONG Podcast where he discussed: the current status in the Ukraine war, latest developments in US-Russia relations; Armenian domestic politics; Armenia-Azerbaijan border demarcation and the issue of enclaves; issues in recent Armenia-Azerbaijan civil society dialogue in Yerevan. WATCH HERE

 

Between 07-10 November 2024, Dr Marat TERTEROV and Dr George Vlad NICULESCU participated in the 28th workshop of the Regional Stability in the South Caucasus Study Group of the PfP Consortium of Defence Academies and Security Studies Institutes on “Connectivity Risks and Opportunities in the South Caucasus”, held in Reichenau a/d Rax (Austria). Please click here for the programme and agenda outline, here for George’s speaking points, here for the policy recommendations, and here for the proceedings of the workshop

Between 10-13 April 2025, Dr George Vlad NICULESCU participated in the 29th workshop of the Regional Stability in the South Caucasus Study Group of the PfP Consortium of Defence Academies and Security Studies Institutes on “Emerging Technologies in Conflict Prevention: Leveraging Technology for Peacebuilding in the South Caucasus”, held in Istanbul (Turkey). Please click here for the programme and agenda outline, and here for George’s speaking points.

On June 3, 2025, Dr. George Vlad Niculescu gave a short brief on the outcomes and potential implications of Romania’s 2025 presidential elections to the “Neighbourhoods” Working Group of the Institute of European Studies de l’Université UCLouvain, site de Saint-Louis-Brussels. Read here his briefing.

  • The Daily BriefDecember 1, 2025
  • Stratfor 2018 Second-Quarter ForecastMarch 11, 2018
  • Stratfor 2018 Annual ForecastDecember 26, 2017
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EGF Featured Publication from Affiliated Expert Fuad Shahbazov
EGF Featured Publication from Affiliated Expert Fuad Shahbazov
EGF Featured Publication from Affiliated Expert Alan Whitehorn
EGF Featured Publication from Affiliated Expert Alan Whitehorn

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