The geopolitical balance in the South Caucasus is shifting. Azerbaijan and Georgia, once clearly aligned with the West, have started drifting back toward Russia, while Armenia, which has been allied with the Kremlin since the Soviet Union’s disintegration, seems to be sidling up to the West.
Since gaining independence, Azerbaijan, Armenia and Georgia have all generally sought to distance themselves from their Soviet pasts and strengthen their relationships with the West. However, each has moved at its own pace, with Azerbaijan and Georgia rejecting Russia much more quickly and definitively. In fact, within a few years of the Soviet Union’s collapse, Azerbaijan and Georgia, together with Ukraine and Moldova, formed the GUAM Organization for Democracy and Economic Development, aimed at bolstering their post-communist transitions and limiting Russia’s regional influence.
NAGORNO-KARABAKH
By contrast, Armenia maintained close ties with Russia, not least to secure military support in its conflict with Azerbaijan over the disputed territory of Nagorno-Karabakh, where Azeris and Armenians both lived during Soviet times. Following the Soviet Union’s collapse, the two groups went to war over the territory, with the Armenian side ultimately securing de facto control.
In 1992, Armenian separatists established the Nagorno-Karabakh Republic, and in 1994, a Russia-brokered ceasefire brought relative peace, at least for a while. Since then, Russia has acted as a kind of guarantor of Armenian security, including during the brutal ground war that broke out in Nagorno-Karabakh in 2020. The ceasefire deal that followed — which Russia also brokered — put Russian peacekeepers in charge of guarding the region for five years.
However, when violence again erupted in Nagorno-Karabakh in September last year, Russia did not intervene — a decision that partly reflected the need to direct limited military resources toward the Ukraine war, although Azerbaijan’s status as a key energy supplier probably also made a difference. As a result, Azerbaijan was able to seize control of the enclave, with Russia subsequently withdrawing its peacekeepers. What Azerbaijan perceived as French support for Armenia further encouraged it to move away from Europe, toward Russia and Turkey.
GEORGIA
Of the Southern Caucasus’ three post-Soviet states, Georgia embraced the West most fully — and paid a heavy price when Russia invaded in 2008 and backed two breakaway regions. Although relations with Russia normalized over time, Georgia remained wary and applied for EU membership in 2022. However, last month — just six months after receiving EU candidate status — Georgia’s parliament decided to push through a controversial “foreign agents” law, which mimics Russian legislation that has been used to target Kremlin critics.
The law — which would require non-governmental organizations and independent media that receive more than 20 percent of their funding from abroad to register as organizations “bearing the interests of a foreign power” — was vetoed by Georgian President Salome Zourabichvili, sparked massive popular protests and drew sharp Western criticism. With the EU considering imposing sanctions over the legislation, Georgia’s candidacy is in serious jeopardy.
The US, for its part, has announced visa restrictions on Georgian government officials and a review of bilateral cooperation. However, the ruling Georgian Dream party, which has held power since 2012, remains unmoved.
Georgian leaders’ stance reflects the fear that if they bow to Western pressure to join its anti-Russian alliance — or even maintain a pro-Western strategic orientation — Georgia could be the next Ukraine. As Georgian Prime Minister Irakli Kobakhidze recently put it, “some” want a Georgian version of Ukraine’s 2014 Maidan uprising, which culminated in the ouster of then-Ukrainian pro-Russian president Viktor Yanukovych, or a “second front” in the war against Russia.
However, Georgia’s interests extend beyond staving off a Russian invasion, especially given how long the Ukraine war has dragged on and how desperate Russia is for support. Georgian Dream might also be hoping to secure the return of the two breakaway regions, South Ossetia and Abkhazia. The announcement that the government had “restored Georgia’s territorial integrity” would certainly give Georgian Dream a boost in this October’s general election.
Russia, too, would benefit from such an arrangement. Georgia’s strategic location between Europe and Asia makes it a valuable logistics and transit hub — useful, for example, for transporting oil from the Caspian Sea to Europe. Closer relations with Georgia would also create opportunities for Russia to organize railway communications to its ports, as well to Iran and Armenia.
CHINA TIES
Russia is not the only Western rival with which Georgia is deepening ties. The country is also pursuing closer economic cooperation with China, as exemplified by plans for a Chinese-led consortium to build and operate a deep-sea port in Anaklia, on Georgia’s Black Sea coast.
While the Georgian opposition warns that the project would further strain relations with the West, the ruling party appears committed to moving forward.
However, ultimately it is China’s “no-limits” partner Russia that is making the greatest inroads in the South Caucasus. Even Armenia, which resents the Kremlin’s lack of support in the Karabakh war last year, is likely to turn back toward Russia, as it increasingly finds itself surrounded by hostile countries (Azerbaijan and Turkey) and Russian allies (Iran and Georgia).
Ironically, given its efforts to seize large swaths of Ukrainian territory, Russia now appears to be the only entity capable of ensuring the security and territorial integrity of the countries in the region.
As a result, Azerbaijan, Armenia and Georgia appear set to become part of Russia’s new-old sphere of influence — and to be lost to the West.
Djoomart Otorbaev, a former prime minister of Kyrgyzstan, is the author of Central Asia’s Economic Rebirth in the Shadow of the New Great Game.
Copyright: Project Syndicate
When US budget carrier Southwest Airlines last week announced a new partnership with China Airlines, Southwest’s social media were filled with comments from travelers excited by the new opportunity to visit China. Of course, China Airlines is not based in China, but in Taiwan, and the new partnership connects Taiwan Taoyuan International Airport with 30 cities across the US. At a time when China is increasing efforts on all fronts to falsely label Taiwan as “China” in all arenas, Taiwan does itself no favors by having its flagship carrier named China Airlines. The Ministry of Foreign Affairs is eager to jump at
Denmark has consistently defended Greenland in light of US President Donald Trump’s interests and has provided unwavering support to Ukraine during its war with Russia. Denmark can be proud of its clear support for peoples’ democratic right to determine their own future. However, this democratic ideal completely falls apart when it comes to Taiwan — and it raises important questions about Denmark’s commitment to supporting democracies. Taiwan lives under daily military threats from China, which seeks to take over Taiwan, by force if necessary — an annexation that only a very small minority in Taiwan supports. Denmark has given China a
In China, competition is fierce, and in many cases suppliers do not get paid on time. Rather than improving, the situation appears to be deteriorating. BYD Co, the world’s largest electric vehicle manufacturer by production volume, has gained notoriety for its harsh treatment of suppliers, raising concerns about the long-term sustainability. The case also highlights the decline of China’s business environment, and the growing risk of a cascading wave of corporate failures. BYD generally does not follow China’s Negotiable Instruments Law when settling payments with suppliers. Instead the company has created its own proprietary supply chain finance system called the “D-chain,” through which
Last month, two major diplomatic events unfolded in Southeast Asia that suggested subtle shifts in the region’s strategic landscape. The 46th ASEAN Summit and the inaugural ASEAN-Gulf-Cooperation Council (GCC)-China Trilateral Summit in Kuala Lumpur coincided with French President Emmanuel Macron’s high-profile visits to Vietnam, Indonesia and Singapore. Together, they highlighted ASEAN’s maturing global posture, deepening regional integration and China’s intensifying efforts to recalibrate its economic diplomacy amid uncertainties posed by the US. The ASEAN summit took place amid rising protectionist policies from the US, notably sweeping tariffs on goods from Cambodia, Laos and Vietnam, with duties as high as 49 percent.