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EGF
The European Geopolitical Forum

Tuesday 9 December 2025

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Publication
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  |  Опубликовано на EGF: 23.09.2025  |  External Relations
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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  |  Опубликовано на EGF: 12.09.2025  |  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  |  Опубликовано на EGF: 12.09.2025  |  Energy
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India’s China Embrace and US Decoupling

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

Over the past few months, a process of normalization in the China-India bilateral has taken off.
Relations between nations can be fragile. Contingent upon internal and external factors – interests and compulsions – sour relations can turn into mutually beneficial partnerships. At the same time, harmonious relations that held out promises for the future can go awry. India is undergoing such a phase of transformation and rebalancing. Donald Trump’s United States, with the imposition of 50 percent tariffs, appears to have scaled down its interest in India as a checkmate to China’s assertive foreign policy in the Indo-Pacific, endangering the Quad. China, also bruised by Trump’s tariff policy, is sensing an opportunity to not just mend ties with India, but also try creating a Beijing-Moscow-New Delhi alliance. In light of these shifts, New Delhi’s much-avowed policy of strategic autonomy is undergoing a reorientation of sorts – swinging from a tilt toward the U.S. to one that is veering toward Beijing, albeit with a continued hope that Washington may realize its mistake and change tracks. READ MORE

  • EGF Editor  |  Опубликовано на EGF: 08.09.2025  |  External Relations
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The Washington Summit and Its Implications for South Caucasus Geopolitics

Sultan ZAHIDOV By Sultan ZAHIDOV, Leading Advisor at the AIR Center, Baku and Senior Lecturer at the Baku State University

For decades, establishing lasting peace in the South Caucasus has been one of the most persistent challenges for regional states and international actors alike. Straddling vital geostrategic lines of Eurasia, this region has long been a geopolitical “shatter belt” — a zone where the interests of great and regional powers collide. External actors have repeatedly sought to exploit these divisions, employing “divide et impera” strategies that, rather than resolving disputes, have often exacerbated tensions. Not without reason, renowned scholar Thomas de Waal describes the South Caucasus as “the lands in between,” emphasizing its role as a crossroads of competing powers. According to Barry Buzan’s ‘overlay’ concept, the weakening and decline of great powers paves the way for the resurgence of past conflicts that had previously been de-escalated under the authority of the dominant power. Indeed, the collapse of the Soviet Union reopened the Pandora’s box of frozen conflicts, none more consequential than the Armenia–Azerbaijan conflict. READ MORE

  • EGF Editor  |  Опубликовано на EGF: 08.09.2025  |  External Relations
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Turkish Policy in the South Caucasus and Relations with Russia

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

Turkey-Russia relations are typically based on compartmentalization. They simultaneously compete and cooperate in various regions, separating the areas in which their interests are overlapping from those where they are in competition. This concept was the base of their competing relations in Syria until the demise of Assad regime in 2024, and mutual interactions in post-Gaddafi Libya. Another aspect of compartmentalization is the conscious separation of economy and geopolitics: they have been developing economic cooperation while competing in geopolitics. Economic cooperation is significant for both Russia and Turkey, considering Russian gas and oil imported by Turkey and the construction by the Russian state nuclear energy company ROSATOM of a nuclear power plant in Akkuyu, southern Turkey. READ MORE

  • EGF Editor  |  Опубликовано на EGF: 08.09.2025  |  External Relations
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The 2025 Trump–Putin Summit in Alaska: Geopolitical Implications Amid the Ukraine War

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

The Alaska summit highlighted the discordant divergence between Washington and Moscow after Russia's invasion of Ukraine, and exposed the limits of summit diplomacy in the context of a grinding war. President Trump reaffirmed America's formal commitment to Ukraine's sovereignty and NATO's deterrent stance, but his words were typically qualified by continual calls for a "realistic settlement" with Moscow. This contrasted sharply with the State Department’s prior line, suggesting internal tensions within Washington’s approach. President Putin, for his part, sought to capitalize on these uncertainties: he promoted Russia's military successes as irreversible facts on the ground, demanded Western recognition of occupied land, and framed Moscow's actions as a defensive reaction against NATO "encirclement. READ MORE

  • EGF Editor  |  Опубликовано на EGF: 08.09.2025  |  External Relations
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Russia — Ukraine’s Accidental Matchmaker

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

Uneasy neighbours at the best of times, open hostility from the Kremlin is pushing Azerbaijan closer to Ukraine.
Russian drones attacked an oil depot in Odesa in Ukraine on August 17. That’s not unusual, but that night’s target was notable in one important sense — the Kremlin struck high-profile infrastructure owned by SOCAR, Azerbaijan’s state oil company. This was no accident. Russia had attacked the same SOCAR facility in Ukraine on August 8. Taken together with a series of other events, it has become clear that Putin’s men are sending a message. That comes at some risk to themselves and potential benefits for Ukraine. These weren’t the first or even the most serious Russian acts of hostility against the energy-rich South Caucasian nation. On Christmas Day, Russian missile batteries shot down a scheduled Azerbaijan Airways plane, killing 38 people. The incident caused uproar, not least because while the missile firing may have resulted from mistaken identity, Russian air controllers refused the badly damaged aircraft permission to land. READ MORE

  • EGF Editor  |  Опубликовано на EGF: 08.09.2025  |  External Relations
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Will Trump’s Tariffs Upend the India-US Relationship?

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

New Delhi likely hopes that this phase of uncertainty is only temporary.
Shock and disappointment pervade policy circles in India following U.S. President Donald Trump’s decision to impose a 50 percent tariff on Indian exports to the United States. Although India has reacted cautiously with its “wait and watch” policy so far, it is expected that a more assertive response will emerge in the coming days and weeks. India and the United States have shared strong strategic ties for more than two decades. Despite highs and lows, the two countries have navigated their strategic partnership in the realm of security, space, trade, energy and technology. Trump’s tariff decision has the potential to derail a relationship built through years of negotiations and investment by both sides. READ MORE

  • EGF Editor  |  Опубликовано на EGF: 12.08.2025  |  External Relations
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U.S. policy in the South Caucasus: Keep Turkey in, Russia down and Iran out

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

On August 8, Armenia’s Prime Minister Nikol Pashinyan, Azerbaijan’s President Ilham Aliyev and U.S. President Donald Trump endorsed a memorandum of understanding with seven points, affirming their commitment to finalize a peace agreement. At the same time, bilateral agreements were signed between the U.S. and each country separately. According to Narek Sukiasyan, a research fellow at the Center for Culture and Civilization Studies at Yerevan State University, the clauses in the memorandum carry considerable geopolitical weight. Most directly, they mandate the disbanding of the Organization for Security and Cooperation in Europe (OSCE) Minsk Group, which was co-chaired by the U.S., France and Russia to help resolve the Nagorno-Karabakh conflict peacefully. Baku has marginalized the group since 2020. READ MORE

  • EGF Editor  |  Опубликовано на EGF: 12.08.2025  |  External Relations
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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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