Azerbaijan Archives - Eastern European and Transatlantic Network /eetn/category/azerbaijan/ 杏吧原创 University Mon, 22 Jun 2026 20:32:46 +0000 en-US hourly 1 https://wordpress.org/?v=6.9.4 Addressing the NATO Credibility Gap in the Baltics and the South Caucasus: What are the Limits of the Alliance鈥檚 Engagement? /eetn/2026/addressing-the-nato-credibility-gap/ Mon, 22 Jun 2026 20:32:45 +0000 /eetn/?p=2594 This Policy memo examines how NATO can address its growing credibility gap and the concerns of nations on its frontiers.

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Addressing the NATO Credibility Gap in the Baltics and the South Caucasus: What are the Limits of the Alliance鈥檚 Engagement?

By Ertu臒rul Emre聽Kula莽, 杏吧原创 University

Key Findings

Key Takeaways 

  • NATO and Western partners are widely viewed as desirable security聽partners聽in Armenia, Estonia, Georgia, and Latvia, with the strongest support in the Baltic states and Georgia.聽Perceptions聽of NATO鈥檚 security impact are highly positive in Estonia and Latvia, and聽most citizens support continued NATO membership. However, about one-third in each country expect to聽receive no external聽assistance聽or aid in the聽face聽of a security聽crisis.聽
  • In the South Caucasus, favourable views of NATO do not translate into expectations of crisis support. Few聽identify聽NATO as the main crisis responder, while self-reliance is the dominant view. In Armenia, public opinion is evenly split on alignment, with equal support for closer ties to NATO and Russia.聽
  • Considering this,聽NATO should increase regular and visible reassurance in regions where it is the main defense guarantor, especially in the Baltic states, and address the concerns of those who expect to聽be self-reliant聽during crises. In the South Caucasus, NATO should manage public expectations and focus on building resilience and preparedness, given limited direct security options.聽

To read the full policy memo, download a PDF copy with the button below.

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Iran鈥檚 Strategic Recalibration in the South Caucasus after the 2025 Washington Agreement and the 2026 Israeli American Intervention /eetn/2026/irans-strategic-recalibration-in-the-south-caucasus-after-the-2025-washington-agreement-and-the-2026-israeli-american-intervention/ Fri, 08 May 2026 22:12:07 +0000 /eetn/?p=2514 Since the onset of the joint United States鈥揑sraeli military campaign against Iran in February 2026, developments in the Middle East have emerged as a primary driver of global strategic assessments.

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Iran鈥檚 Strategic Recalibration in the South Caucasus after the 2025 Washington Agreement and the 2026 Israeli American Intervention

Jean-Fran莽ois Ratelle, University of Ottawa and Abolfazl Masoumi, Independent scholar

Since the onset of the joint United States鈥揑sraeli military campaign against Iran in February 2026, developments in the Middle East have emerged as a primary driver of global strategic assessments. The conflict is simultaneously generating significant secondary effects in the South Caucasus, reshaping regional alignments and the relationship between Armenia and Azerbaijan.

By assessing Iran鈥檚 relationships with Armenia and Azerbaijan, its core strategic interests in the South Caucasus, and its operational partnership with Moscow, this policy memo examines how the ongoing war against Iran, combined with the August 2025 Washington Accords, has disrupted Tehran鈥檚 long-standing hedging strategy and could undermine its regional influence.

To illustrate this shift, the memo first analyzes Iran鈥檚 traditional foreign policy toward Armenia and Azerbaijan and how the Washington Accords have diminished Iran鈥檚 geoeconomic role as a buffer between Armenia and Azerbaijan, thereby constraining its ability to exert leverage over both states. It further evaluates how the agreement heightens Iran鈥檚 strategic vulnerabilities in the face of growing Turkish, the North Atlantic Treaty Organization (NATO), and U.S. presence in the region, and highlights the increasingly divergent interests and approaches of Moscow and Tehran in shaping the future of the South Caucasus.

Engaging with the outcomes of the United States鈥揑sraeli military campaign against Iran, the policy memo concludes by analyzing Tehran鈥檚 shifting strategic posture in the South Caucasus. This assessment is situated within the context of Iran鈥檚 amicable yet strategically incongruent relationship with Moscow, as well as its intensifying competition with 罢眉谤办颈测别 for regional influence.

Iran鈥檚 Core Interests in the South Caucasus: Economic Pragmatism over Ideology

Iran views the South Caucasus as part of its immediate rather than a distant foreign region. While Tehran has historical and cultural ties with the region, its policy toward the area has been driven primarily by geopolitical stability, border security, and connectivity considerations rather than ideological or religious affinity. Although Tehran formally maintained neutrality during the Armenia鈥揂zerbaijan conflict, in practice it pursued a balancing strategy aimed at preventing regional dominance by any single actor. Much like Russia鈥檚 approach in the region, the protracted Nagorno-Karabakh conflict generated a degree of political instability that enabled Tehran and Moscow to preserve their influence over both Armenia and Azerbaijan, while simultaneously constraining 罢眉谤办颈测别鈥檚 ability to expand its regional presence. Iran鈥檚 strategy has also emphasized the importance of preventing alterations to internationally recognized borders and safeguarding its access to European markets.

In the aftermath of Armenia鈥檚 military defeats in 2020 and 2023, and amid Moscow鈥檚 failure to uphold its perceived security commitments under the Collective Security Treaty Organization (CSTO) framework and its peacekeeping mandate, Iran increasingly came to be portrayed as one of Armenia鈥檚 most reliable regional partners. Iran鈥揂rmenia post-Soviet relations have been stable and cooperative. Since Armenia鈥檚 independence, Iran has consistently maintained , supporting Armenia, both state and people, during regional crises and serving as a key transit partner. In the aftermath of the Turkish鈥揂zerbaijani blockade of the 1990s, Iran has functioned as a critical terrestrial access route and economic partner. The two countries are also involved in many trade and energy partnerships and collaborate in the transit of goods between Europe and Asia.

While both nations share a foundational identity as Shia-majority states, the bilateral relationship between the Islamic Republic of Iran and the Republic of Azerbaijan has been characterized by persistent strategic friction since 1991. Central to Tehran鈥檚 security concerns is Baku鈥檚 deepening military-industrial and energy partnership with Israel, which, alongside Azerbaijan’s “one nation, two states” alliance with 罢眉谤办颈测别, is viewed by Iranian policymakers as a coordinated effort to contain Iranian regional influence.

This tension is further exacerbated by the geopolitical implications of the Zangezur Corridor. From Tehran’s perspective, any Azerbaijani effort to establish a sovereign land link through southern Armenia constitutes a “red line,” as it threatens to sever Iran鈥檚 critical northern transit link to Europe and the Caucasus. Despite these structural rivalries, the relationship maintains a degree of pragmatic stability. Both states remain tethered by mutual economic interests, specifically their shared roles in the Trans-Caspian International Transport Route (Middle Corridor) and Baku鈥檚 continued reliance on Iranian territory for transit to its Nakhchivan exclave.

Iran鈥檚 regional approach has been shaped less by the Muslim鈥揅hristian divide or ideological concerns and more by practical and security concerns over Turkish influence, Israeli presence near its borders, transit routes affecting its access to Eurasia, and the potential domestic repercussions among its own Azeri population. Iran views the Caucasus as its 鈥渉istoric security margin鈥 and its immediate security and economic environment.

The 2025 Washington Agreement and its Initial Implementation Framework

In August 2025, Armenia and Azerbaijan signed the Washington Accords under the mediation of the President of the United States, launching the Trump Route for International Peace and Prosperity (TRIPP) and establishing a 99-year economic partnership between the United States and Armenia. The Washington Accords create opportunities for significant shifts in regional transit dynamics, including the movement of goods, energy infrastructure, and the broader interconnection between Asia and Europe. These developments have implications for the roles traditionally played by Russia, Iran, Central Asia, and the South Caucasus in Eurasian transport and trade networks. It reduces Central Asian countries鈥 dependency on Chinese and Russian infrastructures as well as bypassing Iran鈥檚 role in the Middle Corridor.

, the United States and Armenia signed the providing exclusive rights to develop the transit infrastructure. The framework excludes extraterritorial rights to American entities preserving Armenia鈥檚 sovereignty including the border management aspect of the transit corridor. In this partnership, the TRIPP Development Company, a joint venture with Armenia mostly controlled by Washington, provides a monopoly in the development business surrounding the route and its infrastructure. The agreement seeks to develop the Syunik region as a hub of economic activity and local development, with the objective of enhancing transit and connectivity between Asia and Europe, connecting Azerbaijan with its autonomous region of Nakhichevan. More broadly, the TRIPP becomes a competitive alternative to the Baku鈥揟bilisi鈥揔ars (BTK) railroad and future alternative pipeline to Europe, competing with Baku鈥揟bilisi-Ceyhan pipeline by securing European access to Central Asian hydrocarbons.

In the energy domain, the normalization process between Armenia and Azerbaijan reshapes the region鈥檚 broader transit and supply landscape. Most notably, Armenia could become significantly less dependent on Russian and Iran natural gas, thereby opening possibilities for access to Central Asian hydrocarbons and, potentially, to Azerbaijani energy sources. Turkmen and Azerbaijani gas competes with Iran鈥檚 gas output, offering a cheaper and potentially more politically reliable alternative for European countries. launched the construction of energy infrastructure, including a new transit powerline to export to Europe through 罢眉谤办颈测别.

The Accord has inaugurated a new phase of cooperation between the former belligerents, notably facilitating the renewed transit of goods between the two states. This includes the movement of hydrocarbons originating in Azerbaijan as well as grain exports from Russia and various Central Asian countries. The emerging prospects for a peace accord between Armenia and Azerbaijan have broadened the diplomatic space for both states, transforming their engagement into a more intricate and multidimensional interaction. Furthermore, the effectively eliminates Moscow鈥檚 role as established in the November 2020 agreement, which delegated some administrative control over border management to the Russian Federal Security Service (FSB).

Although the Washington Accords do not provide any security guarantees from the United States or include enforcement mechanisms directed toward Azerbaijan, Armenia leaders hope that increased American investment would encourage a more active role by Washington and put an end to Baku鈥檚 strategy of outbidding Yerevan in their bilateral relationship.

Overall, the TRIPP represents, for Armenia, an additional step toward the West, thereby weakening Moscow鈥檚 influence in the South Caucasus, while also providing an opportunity to normalize relations with Ankara and Baku. For Azerbaijan, the Washington Accords consolidate its military victory, while re-establishing direct access to Nakhchivan and stimulating its transit-based economy. Furthermore, the TRIPP reduces Baku鈥檚 dependency and uncertainties link to its main transit route to Europe going through Georgia.

Iran鈥檚 Strategic Approach in the South Caucasus after the Washington Accords

Much of the and commentary has framed recent developments as a geostrategic, zero鈥憇um contest in which the United States and 罢眉谤办颈测别 have successfully marginalized both Iran and Russia from regional influence. While geostrategic and security considerations remain central, it is necessary to look beyond great power and regional competition to understand how Iran and Russia are recalibrating their relationships with Armenia and Azerbaijan and assessing areas of mutual convergence to avoid strategic marginalization.

Following the Washington Declaration and TRIPP announcement, the Iran official diplomatic position was articulated by in a telephone conversation with his Armenian counterpart. While welcoming peace efforts and regional connectivity, Araghchi specified Iran鈥檚 red lines: there must be no extraterritorial corridor or special status undermining Armenian sovereign control, and no changes that alter regional geopolitics or disadvantage Iran鈥檚 strategic access. He further emphasized full respect for borders, territorial integrity, and national jurisdiction, and stressed that connectivity must not isolate Iran from established or alternative transit routes.

However, an examination of various members of the Foreign Policy establishment could shed light on various aspects of Iran鈥檚 understanding of this situation. On 9 August 2025, , former Minister of Foreign Affairs and a senior advisor to the former Supreme Leader of Iran, framed the TRIPP as a rebranding of the Zangezur corridor concept. He said that the implementation of this project would restrict Iran鈥檚 transport routes in the north and northwest to (only) 罢眉谤办颈测别, and that Iran will confront this move 鈥榳hether with Russia or without it.鈥 He likened NATO鈥檚 presence along this route to a 鈥榲iper鈥 that wants to lie down between Iran and Russia and warned that Iran will not allow this alliance to approach its northern borders. The former himself in a meeting with Prime Minister Pashinyan, in July 2024, had mentioned that Iran recognizes that the Zangezur Corridor is against Armenia鈥檚 interests and stands in this position.

Other Iranian officials however, adopted a more moderate position and sought further clarification as the details, terms, and conditions of the TRIPP are not clear yet. In a meeting with Armenia鈥檚 National Security Council Secretary, the former head of Iran鈥檚 Strategic Council on Foreign Relations, , welcomed Armenia鈥揂zerbaijan connectivity but requested clarification regarding the governing legal and security framework of the route, particularly any external involvement. The Armenian side emphasized that border control and security would remain under Armenian authority. This exchange illustrates Tehran鈥檚 core concern: not connectivity itself, but the jurisdictional and security regime under which it would operate.

Noting the travel of , to Israel, Iran observes a 鈥榙eviation鈥 from historical relationships. Kostanyan is closely involved in the implementation of the TRIPP initiative. The trip may therefore be understood not only as a diplomatic engagement but also as part of Armenia鈥檚 efforts to advance the corridor and related regional connectivity arrangements. From the Iranian perspective, Armenia has not sufficiently taken Tehran鈥檚 鈥榗oncerns鈥 into account while proceeding with the project, which gives the visit broader regional significance beyond bilateral diplomacy. Current uncertainties and tensions are therefore portrayed not as a structural rivalry but as a recent policy shift by Armenia toward Western initiatives, which Tehran views as inconsistent with the traditionally predictable relationship.

Although these responses appear to represent hard-line and moderate positions, they in fact reflect Iranian concerns articulated at two different levels of policy. Velayati鈥檚 warning conveys the strategic perception of the corridor as a geopolitical and security challenge that could alter regional balances and introduce external influence near Iran鈥檚 borders. Kharrazi鈥檚 more measured statements address the operational level, focusing on the legal and jurisdictional arrangements governing the route and the necessity of preserving Armenian sovereignty and local border control. Taken together, they are complementary rather than contradictory: the first signals Iran鈥檚 red lines in terms of regional balance of power, while the second defines the specific conditions under which connectivity could be tolerated. This dual messaging suggests that Tehran鈥檚 opposition is directed not at transport connectivity itself, but at any arrangement that diminishes Iran鈥檚 strategic position or creates a non-sovereign security regime along its northwestern frontier.

Drawing on Russia鈥檚 conduct in cases such as the Joint Comprehensive Plan of Action (JCPOA) and the Syrian Civil War, Iranian assessments of Moscow鈥檚 position on the TRIPP are broadly consistent with longer-standing perceptions of Russia across Iran鈥檚 political spectrum. These range from proponents of deeper strategic alignment with Russia, to more skeptical voices that view reliance on Moscow as a strategic liability, such as those featured in Etemad and Shargh newspapers. Between these poles, a significant group of policymakers and experts adopts a position of cautious realism, advocating sustained engagement with Russia while maintaining a clear political safety margin featured in Donya-e-Eqtesad newspaper. Notably, across these perspectives there is a shared underlying assumption: Russia is not regarded as a fully predictable or reliably-aligned partner.

The Erosion of Iran鈥檚 Transit Hub Centrality

Iran鈥檚 policy toward the South Caucasus cannot be understood without reference to its broader economic strategy. In recent years, Tehran has increasingly framed its foreign policy around geo-economics rather than solely sanctions resistance and relief. A strategic guidance issued by the and the (June 2024) explicitly direct the government to activate Iran鈥檚 鈥榞eopolitical advantages鈥 by transforming the country into a regional hub for trade, transport, and energy through regulatory reforms and infrastructure development.

The Development Plan intends to institutionalize this objective. It mandates the creation of a Regional Energy Trade Steering Committee, chaired by the President and composed of the Ministers of Oil, Foreign Affairs, and Energy, with parliamentary participation. The Committee is responsible for designing Iran鈥檚 regional energy diplomacy roadmap and approving export, import, swap, transit, and electricity exchange arrangements. These measures show that Iran is indeed attempting to convert geography into economic resilience: transit fees, energy swaps, and logistics services are intended to compensate for sanctions-related restrictions on direct trade and investment.

A central quantitative target of the Development Plan is to increase annual transit cargo volume from approximately 16 million tons at the beginning of the Plan to 40 million tons by its conclusion. The South Caucasus plays a crucial role in achieving this goal because it constitutes Iran鈥檚 shortest overland connection to Eurasian markets. The Iran-Armenia border effectively blocks a continuous 罢眉谤办颈测别-Azerbaijan land corridor, thereby preserving 罢眉谤办颈测别鈥檚 dependence on Iranian transit routes toward Azerbaijan and Central Asia.

Iran participates in wider regional energy arrangements, including gas swap agreements with Turkmenistan and 罢眉谤办颈测别. These arrangements allow Tehran to earn transit revenue, estimated at roughly $1鈥1.5 billion annually, while maintaining relevance in regional energy distribution networks. It also conducts gas and electricity swaps with Azerbaijan to supply the Nakhchivan exclave. Additionally, it serves as a trucking corridor between 罢眉谤办颈测别 and Central Asia, currently of Turkish trucks annually.

However, emerging infrastructure projects threaten to erode this position. The , operational since March 2025, already reduces Nakhchivan鈥檚 dependence on Iranian gas swaps. If an additional pipeline link across southern Armenia were completed, Azerbaijan would obtain a direct energy connection to its exclave, while . With the TRIPP, Turkmenistan鈥檚 and Azerbaijan鈥檚 natural gas exports directly compete with Iran鈥檚 output by providing Armenia with flexibility and lower鈥慶ost alternatives.

More broadly, the proposed TRIPP corridor could connect 罢眉谤办颈测别 to Central Asia via Azerbaijan and the Caspian basin, thereby rendering the second route of the Middle Corridor practically feasible as a bypass to Iranian transit routes connecting China and Central Asia to Europe. Furthermore, the TRIPP would strengthen the Middle Corridor and its overreliance on .

For Tehran, the issue is not merely symbolic. Such routes would divert trucking flows, logistics investment, and energy transit away from Iran, potentially reducing transit income by a significant margin and weakening incentives for infrastructure development. estimate potential losses reaching up to 2.6 billion dollars annually over time when indirect effects on logistics, investment, and associated services are considered.

Even more important than immediate revenue is what Iranian policymakers call 鈥.鈥 Iran seeks to preserve independent land access to the Caucasus and Europe that does not depend exclusively on Turkish鈥揂zerbaijani territory. The South Caucasus therefore functions not only as an economic opportunity but as a strategic economic lifeline. Any corridor that structurally marginalizes Iranian transit routes is perceived in Tehran not as a normal infrastructure project but as a long-term reduction of Iran鈥檚 geopolitical and economic leverage.

A Trojan Horse on Iran鈥檚 Doorstep: After 罢眉谤办颈测别 and Israel, now NATO and the USA

Tehran鈥檚 security concerns centre on preserving the sovereignty structure along its northwestern frontier. Iranian officials emphasize the maintenance of internationally recognized borders and oppose any extraterritorial or internationally supervised transit arrangements in the Syunik province. In Iranian strategic perception, a transport corridor is not merely an infrastructure project but a potential : if administered or monitored by external actors, it could facilitate intelligence collection, surveillance, and the institutionalization of foreign, especially American and Israeli, presence near sensitive Iranian regions. The Washington Accords remain vague regarding which actors will be responsible for providing daily security along the TRIPP corridor, even though Armenia is formally recognized as retaining sovereignty over its territory. This ambiguity leaves open the possibility that could assume a role in protecting the route. Consequently, Iran鈥檚 opposition is directed less at connectivity itself than at any arrangement that alters jurisdictional control or introduces external security actors along its immediate border.

The intensity of Velayati鈥檚 remarks is best understood by factoring in the role of the U.S. in this initiative. According to , a former Iranian diplomat, in Iranian foreign policy thinking, where some officials regard antagonism with the U.S. as structural, any development in which Washington emerges as the agent of regional normalization would be viewed negatively. He therefore situates the corridor within Iran鈥檚 long-standing confrontation with the U.S., arguing that it would elevate Washington鈥檚 position as a political arbiter in the South Caucasus while creating a connectivity framework from which all regional actors – 罢眉谤办颈测别, Azerbaijan, Armenia, and Western partners – would benefit, except Iran. In this interpretation, the corridor itself is not the principal concern; rather, the accompanying political arrangements could institutionalize U.S. influence and leave Iran structurally excluded from emerging regional trade and security networks. Velayati鈥檚 rhetoric thus reflects a broader fear of geopolitical marginalization under a U.S.-backed regional order.

罢眉谤办颈测别鈥檚 Pan鈥慣urkic Orientation and Its Strategic Implications for Iran

Iran opposes any extraterritorial corridor arrangements that would create a continuous 罢眉谤办颈测别- Azerbaijan land connection and facilitate the Middle Corridor linking 罢眉谤办颈测别, the South Caucasus, and Central Asia. Iranian assess that such a route would shift the regional balance in favor of 罢眉谤办颈测别, structurally reduce Iran鈥檚 role in east鈥搘est connectivity, and diminish Tehran鈥檚 leverage in Eurasian trade and energy networks. Following the recent wars between Armenia and Azerbaijan and the Washington Accord, 罢眉谤办颈测别 appears a step closer toward its regional ambitions focused on pan-Turkism ranging from Anatolia to Central Asia.

Tehran interprets the TRIPP as a rebranded Zangezur Corridor that constitutes a that could undermine Iran鈥檚 geoeconomic relevance in the transit between Asia and Europe by reducing dependency of regional actors on Iranian transit routes.

Within Iranian strategic discourse, the project is also interpreted as part of a broader geopolitical realignment across Eurasia. Iranian officials and senior advisers have argued that a continuous transport axis from Anatolia to Central Asia would expand Turkish political and economic influence, weaken Iran鈥檚 geoeconomic centrality, and potentially enable a wider external security presence in the South Caucasus. From Tehran鈥檚 perspective, the concern is less ideological than structural: a functioning Middle Corridor could bypass Iranian territory while embedding new political, military, and intelligence partnerships near Iran鈥檚 northwestern frontier.

At the same time, Iran appears to have avoided the worst鈥慶ase scenario that had emerged following the one鈥慸ay 2023 conflict between Azerbaijan and Armenia and the subsequent escalation in Azerbaijani rhetoric, particularly the invocation of the 鈥榃estern Azerbaijan鈥 concept.3 Likewise, Baku鈥檚 promotion of a 鈥榮pecial corridor鈥欌 envisioned within the broader Zangezur Corridor framework and implying strong Azerbaijani鈥揟urkish control 鈥 had raised significant concerns in Tehran regarding potential geopolitical and territorial encroachments. It would have materially shifted regional power toward the Turkish bloc and most likely completely exclude Iran from connectivity, linking Europe to Asia.

Between Alignment and Competition: Russia and Iran鈥檚 South Caucasus Strategy

In the South Caucasus, Russian and Iranian foreign policies converge in their shared willingness to counter Western influence and to constrain Ankara鈥檚 expanding regional role. This alignment is also reflected in their cooperation within the International North鈥揝outh Transport Corridor, which both states have leveraged to mitigate the impact of Western sanctions. However, the North鈥揝outh Transport Corridor remains inefficient and weakened by the prospects of the TRIPP and future Azerbaijan and Armenia collaboration.

At the same time, Moscow and Tehran continue to pursue distinct regional and geopolitical objectives aimed at advancing their own interests and influence in the South Caucasus rather than form a cohesive strategic approach as a functional partnership. The Washington Accords highlight these underlying frictions, particularly in revealing the absence of a coordinated Russian鈥揑ranian position toward the TRIPP. The corridor itself is part of a wider geopolitical contest over connectivity, influence, and control in the South Caucasus, where transport routes translate directly into political and economic leverage.

Just like Iran, Moscow has voiced general concerns and skepticism regarding the TRIPP, its implementation, and its impact on the region. to the Washington Declaration reflects this partial but imperfect convergence. The Russian Foreign Ministry responded cautiously, emphasizing regional stability and existing agreements while avoiding direct confrontation with the initiative. Moscow has been careful not to antagonize Washington or to openly criticize American President Donald Trump, while underscoring its indispensable role in ensuring the success of the TRIPP.

Iranian commentary, however, interpreted this as an ambiguous position and expressed dissatisfaction that Moscow did not oppose the project more explicitly. The observes that Russia is transitioning from dominant security hegemon in the Caucasus to a constrained, reactive actor that seeks to manage decline through selective cooperation and behind-the-scenes leverage. From Tehran鈥檚 perspective, Russia is expected to resist new mediation formats that elevate Western involvement in the South Caucasus; Moscow鈥檚 restrained response therefore raised concerns in Iran about the reliability of Russian support. The episode illustrates that, although Iran and Russia share reservations about a U.S.-centred regional framework, their threat perceptions and priorities are not identical, and cooperation between them remains situational rather than fully coordinated.

In this context, Iran finds areas of partial convergence with Russia鈥檚 policy in the South Caucasus. Both states regard the proposed corridor with caution, as it could enable a new connectivity and mediation architecture in the region that would diminish their influence while expanding the presence of external actors 鈥 primarily 罢眉谤办颈测别 and the United States, but potentially China as well. Although their motivations differ, the project is perceived in both capitals as contributing to a regional order in which Western-backed arrangements gain prominence at the expense of Iranian and Russian leverage and the increasing influence of NATO countries in the South Caucasus. Furthermore, it weakens existing regional frameworks involving Russia, Iran, and 罢眉谤办颈测别, such as the and the . Additionally, Armenia鈥檚 shift toward Western influence is perceived by both countries as a growing risk to their regional interests.

For Tehran, the primary concerns relate to border security and the risk of exclusion from emerging regional transit networks. For Moscow, the issue is more closely tied to the erosion of its longstanding role as the principal security arbiter in the South Caucasus and, more broadly, to the setbacks confronting its neoimperial ambitions in the region weakened by Russia鈥檚 war against Ukraine.

While Russia and Iran share a primary interest in resisting the growing presence of NATO and Western influence in the South Caucasus, persistent divergences have prevented them from coordinating an effective strategic approach. Even prior to the TRIPP initiative, certain analysts, such as , Iran鈥檚 former ambassador to Baku, had warned over Russia鈥檚 ambiguous position on Zangezur corridor. Iranian analysts often describe Russia鈥檚 position as ambiguous and more flexible than Tehran鈥檚, particularly on 鈥榳ho manages鈥 an eventual arrangement. They believe that Russia鈥檚 position on the Zangezur corridor reflects a broader pattern in its relationship with Iran: it is not a truly strategic partnership but rather a transactional one driven by shifting interests. In this context, the implicit message for Iran is to exercise caution. Russia may not be a reliable partner and could instrumentalize Iran鈥檚 position to advance its own regional objectives. For example, in 2026, Moscow sought to renew its influence in the South Caucasus by seeking to fix its relationship with , as well as influencing the democratic process in and the election of a pro-Russian government.

The February 2026 War and Its Implications

On 28 February 2026, the United States and Israel launched joint military operations against Iran, targeting its nuclear and missile capabilities with broader regime-change ambitions. While military objectives appear achievable in the short term, the political outcome remains deeply uncertain. The South Caucasus has thus far remained largely insulated from the conflict, despite Azerbaijan’s ties to Israel and limited Iranian strikes on and alleged supported by the Islamic Revolutionary Guard Corps targeting the Baku鈥揟bilisi鈥揅eyhan pipeline. Iran’s posture toward 罢眉谤办颈测别 and the broader region remains ambiguous mainly due to precarious geopolitical positions and its internal turmoil. , however, despite certain immediate challenges such as increased energy prices, sees opportunities in consolidating its status as a regional energy hub and crossroads.

Russia鈥檚 response to the war has been evaluated as insufficient 鈥 even unacceptable 鈥 by . He attributes this restraint to Russia鈥檚 self-interest, particularly economic gains and strategic distractions linked to Ukraine. His assessment implies that despite rhetoric of strategic partnership, Russia behaves as a pragmatic actor that supports Iran only when it aligns with its own interests, raising serious doubts about its reliability in moments of crisis. At the same time, Russia appears to be playing a low-profile but consequential role by supplying Tehran with on U.S. military targets, as well as with operational lessons derived from the war in Ukraine, particularly regarding the employment of unmanned aerial systems and electronic warfare capabilities. This collaboration represents a full circle, following Iran鈥檚 transfer of Shahed drones to Russia at the outset of its full-scale invasion of Ukraine in 2022. Tehran not only provided the drones themselves but also offered technical support and assistance that enabled Moscow to establish its own production line for the Geran-2, the Russian version of the Shahed drone.

Regardless of the outcomes of the 2026 military campaign or the prospect of regime change in Iran, Tehran鈥檚 geostrategic competition with 罢眉谤办颈测别 over Eurasian transit routes is likely to remain a powerful geographic and economic force shaping the South Caucasus. 罢眉谤办颈测别鈥檚 ambition to establish a pan-Turkic corridor linking Anatolia to Central Asia via the Caspian Sea 鈥 while bypassing Iranian territory 鈥 poses a sustained threat to Iran鈥檚 transit revenues and strategic depth, irrespective of the composition of the governing regime in Tehran.

Even in the event of regime collapse and its replacement by a government aligned with U.S. and broader Western preferences, or a significantly weakened state deprived of key military instruments for projecting influence in the South Caucasus, competition between Iran and 罢眉谤办颈测别 over Eurasian transit corridors is likely to persist. This rivalry predates the establishment of the Islamic Republic and would almost certainly outlast it. No Iranian government will find Turkish dominance of the Eurasian corridor to be in Iran’s national interest. This is a structural feature of the regional balance of power rather than an ideological preference.

While the nature of the governing regime in Tehran may shape the extent and modalities of Iran鈥檚 participation in the TRIPP, it is unlikely to fundamentally alter the underlying structural competition with 罢眉谤办颈测别 and the lack of a common strategic approach with Russia. A more democratic Iranian government could, in fact, pursue a more proactive integration into the TRIPP-linked infrastructure, potentially positioning Iran as a critical southern corridor connecting Eurasian transit networks to the Persian Gulf. A pro-Western Iran, freed from sanctions and able to attract Western investment, may prove a more effective competitor to Turkish corridor dominance than the Islamic Republic was 鈥 because it can engage international financial systems and offer regional partners a credible alternative. Along this line, some within the Iranian government have already highlighted a potential role for Iran in the TRIPP, particularly by linking the proposed railway to a broader North鈥揝outh axis that would connect Iran to the project.

Overall, the most likely scenario is a weakened Iran embroiled in prolonged transition and domestic challenges, where the outcomes of the 2026 war and the popular mobilization against the regime forces the Islamic Republic into a posture of survival and tactical concession, producing a prolonged period of U.S.-Iran negotiations. Although the TRIPP constitutes a secondary concern relative to regime survival, particularly in a context of elite fragmentation and competition over residual state assets, including security forces, revenue streams, and territorial authority, it nevertheless reflects deeper structural dynamics. Specifically, regional competition with 罢眉谤办颈测别 is likely to remain a defining feature of Iran鈥檚 strategic environment.

Overall, Iran鈥檚 capacity to oppose the TRIPP would be significantly diminished in a context of internal fragmentation, where the central government struggles to maintain a coherent and strategic policy orientation. As domestic contestation over authority, resources, and coercive instruments intensifies, Tehran is unlikely to either mount an effective opposition to the TRIPP or engage with it in a consistent and constructive manner. This erosion of state capacity would, in turn, weaken Iran鈥檚 position along its northern frontier with Armenia, potentially transforming the Syunik region into both an economic and security vulnerability.

For 罢眉谤办颈测别, the 2026 war could constitute a strategic window of opportunity to consolidate its influence in the South Caucasus. With Iran internally weakened and Russia preoccupied with the war in Ukraine, Ankara face fewer constraints in advancing the Middle Corridor pan-Turkic connectivity agenda. In such a scenario, both Armenia and Azerbaijan may increasingly view 罢眉谤办颈测别 as a reliable regional partner, particularly if Ankara鈥檚 initiatives are reinforced by support from the United States and the Trump administration and by broader Western engagement. At the same time, the weakening of Iran could result on unintended consequences, such as the renewal of at Turkish borders.

Conclusion

The renewed U.S. engagement in the South Caucasus catalyzed by the Washington Accords and the TRIPP constitutes a strategic advantage for 罢眉谤办颈测别 and Azerbaijan. It helps remove existing to the project鈥檚 implementation and circumvents longstanding opposition, particularly from Iran and Russia. For Armenia, the TRIPP represents a rare opportunity to stimulate economic development, consolidate its strategic reorientation toward the West, and rebalance its negotiating position vis-脿-vis Baku, while simultaneously benefiting from the expanding trade and connectivity generated by the Middle Corridor.

By reconfiguring regional connectivity, the United States seeks to weaken both Iranian and Russian influence in the South Caucasus. Within this new strategic environment, any Iranian effort to obstruct the corridor in practice would no longer confront Azerbaijan or 罢眉谤办颈测别 alone, but rather the United States itself. Such opposition would also risk damaging Iran鈥檚 relationship with Yerevan and undermine its access to the North鈥揝outh Corridor, thereby weakening Iran鈥檚 broader connectivity to Europe.

Although Iran and Russia share certain tactical positions, most notably their skepticism toward externally driven regional initiatives such as the TRIPP, their strategic interests diverge. Russia鈥檚 posture remains pragmatic and situational, shaped by its wider global priorities and flexibility in regional bargaining. Iranian officials, by contrast, increasingly perceive the TRIPP as a direct geopolitical threat, one that could marginalize Iran economically and strategically within emerging Eurasian trade networks.

Overall, the Washington Accords have the potential to reshape the geostrategic and geoeconomic landscape of the South Caucasus and to challenge Iran鈥檚 traditional regional foreign policy. However, the realization of these outcomes will depend on the successful implementation of an ambitious infrastructure agenda requiring sustained Western engagement, as well as the finalization of a durable peace settlement between Armenia and Azerbaijan.

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The Armenia-Azerbaijan Conflict: Geopolitical Significance of the Washington Peace Declaration for the South Caucasus /eetn/2025/the-armenia-azerbaijan-conflict-geopolitical-significance-of-the-washington-peace-declaration-for-the-south-caucasus/ Tue, 02 Dec 2025 17:00:28 +0000 /eetn/?p=2322 This paper studies the Washington Peace Declaration between Armenia and Azerbaijan and its potential impact on security and economic integration in the South Caucasus region. TRIPP and related transport initiatives could enable Armenia and Azerbaijan to serve as critical components of a strategic transit corridor linking Europe and Asia.

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The Armenia-Azerbaijan Conflict: Geopolitical Significance of the Washington Peace Declaration for the South Caucasus

Dr. Alexander Latsabidze

The South Caucasus region has historically been regarded as one of the most complex regions in the world, where geopolitical rivalries, ethnic disputes, and energy security risks collide. One of the longest-lasting conflicts in the region is the dispute over Nagorno-Karabakh.

This paper aims to study the Washington Peace Declaration between Armenia and Azerbaijan and its potential impact on security and economic integration in the South Caucasus region. TRIPP and related transport initiatives could enable Armenia and Azerbaijan to serve as critical components of a strategic transit corridor linking Europe and Asia. US and EU engagement is highlighted as essential for maintaining stability and attracting investment in the region.

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An Overview of the Washington Agreement for Armenia-Azerbaijan Conflict Resolution /eetn/2025/an-overview-of-the-washington-agreement-for-armenia-azerbaijan-conflict-resolution/ Thu, 14 Aug 2025 17:36:08 +0000 /eetn/?p=1769 This memo examines the agreed resolution of the Armenia-Azerbaijan conflict and the potential influence of American mediation.

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An Overview of the Washington Agreement for Armenia-Azerbaijan Conflict Resolution

By Dr. Jean-Francois Ratelle, University of Ottawa

Meeting of Azeri, Armenian, and Us Presidents

In August 2025, Armenia, Azerbaijan, and the United States signed a three-way agreement to end the long-standing conflict between the two nations, built upon the preliminary agreements established between Armenia and Azerbaijan in March 2025. The prospective peace deal further includes a clause for the creation of the Trump Route for International Peace and Prosperity (TRIPP), a transport corridor through the Zangezur region. The TRIPP establishes a 99-year partnership granting the U.S. exclusive rights to develop transportation and energy infrastructure within Armenia’s Zangezur corridor to create a new Asia-Europe transit route that bypasses Russia and Iran.

To view the whole report, download the report below.

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The Strategic Importance of the Caspian and Black Sea Regions for Europe鈥檚 Energy Security /eetn/2025/the-strategic-importance-of-the-caspian-and-black-sea-regions-for-europes-energy-security/ Thu, 14 Aug 2025 14:24:28 +0000 /eetn/?p=1761 This memo considers the competing geopolitical rivalries of Black and Caspian Sea energy security.

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The Strategic Importance of the Caspian and Black Sea Regions for Europe鈥檚 Energy Security

By

The Caspian and Black Sea regions hold significant geopolitical importance for Europe’s energy security, due to their strategic location, abundant resources, and critical role as transit corridors linking energy-producing areas with consumer markets. .  The significance of these regions also extends beyond energy and trade, encompassing economic potential and a strategic role in regional stability and broader security dynamics. Given their geopolitical and geostrategic value, ensuring the security of these regions has become a priority for external actors, often from geopolitically opposing sides. The regions鈥 energy reserves, trade flows, and transportation infrastructure increasingly influence both regional and transregional stability and security frameworks. 

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The Price of Peace: Armenia鈥檚 Impossible Choice Between Identity, Sovereignty, and Justice /eetn/2025/the-price-of-peace-armenias-impossible-choice-between-identity-sovereignty-and-justice/ Wed, 16 Apr 2025 17:45:07 +0000 /eetn/?p=1226 This white paper analyzes how Armenia's weak negotiating position, regional isolation, and limited leverage hinder its pursuit of a just and lasting peace. It explores the impact of power imbalances in conflict resolution, the influence of external actors or the lack thereof in post-conflict stabilization, the crucial role of social reconciliation given the absence of international justice, and unresolved human rights issues within the peace process

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The Price of Peace: Armenia鈥檚 Impossible Choice Between Identity, Sovereignty, and Justice

By Jean-Fran莽ois Ratelle, University of Ottawa

saw Armenia and Azerbaijan announce a major step towards normalization, raising the prospect of a near-term peace agreement. However, these post-2023 negotiations present Armenia with stark choices: potentially sacrificing national identity, sovereignty, or international justice access. With the pre-2020 status quo no longer viable, Armenia must confront compromises largely dictated by Azerbaijan, raising the crucial question of what will be lost and whether national unity can be maintained.

This white paper analyzes how Armenia’s weak negotiating position, regional isolation, and limited leverage hinder its pursuit of a just and lasting peace. It explores the impact of power imbalances in conflict resolution, the influence of external actors or the lack thereof in post-conflict stabilization, the crucial role of social reconciliation given the absence of international justice, and unresolved human rights issues within the peace process. The paper argues that international justice will likely be sacrificed in this process, potentially deepening generational trauma in Armenia, and risk perpetuating regional violence. Ultimately, the paper concludes that preserving Armenia’s absolute sovereignty is a critical redline for ensuring the nation’s survival.

The Peace Process: How to Ensure a Fair Settlement Facing Asymmetry

Since 1994, multilateral diplomacy鈥攑rimarily through the 鈥攈as failed to resolve the core issues of the region’s peace process. Weakened by escalating geopolitical rivalries and the influence of Russian imperialist policies in the former Soviet Union, the Minsk Group and the OSCE鈥檚 monitoring mission were unable to prevent outbreaks of violence between Armenia and Azerbaijan. This failure created an opportunity for 罢眉谤办颈测别 to expand its role in the conflict, providing political and military support to Azerbaijan and significantly shifting the balance of power.

Following the 2020 Second Karabakh War, multilateral efforts were largely supplanted by direct external mediation led by Russia, which yielded limited results. Although Moscow brokered a ceasefire and deployed a peacekeeping mission, it proved either unable or unwilling to prevent violations of Armenia鈥檚 sovereignty in 2022. The war fundamentally shifted the balance of power in Azerbaijan鈥檚 favour, a dynamic further reinforced after the one-day war in 2023.

In September 2023, Azerbaijan launched a new military offensive to retake the breakaway region of Nagorno-Karabakh, mainly populated by ethnic Armenians. Although in violation of the 2020 ceasefire, the operation was designed to take over the region while Russia remained bogged down in Ukraine and mainly uninterested in fulfilling its mandate as peace guarantors of the 2020 accords. After a swift Azerbaijani military victory over Armenian separatist forces in Nagorno-Karabakh, ethnic Armenians fled, fearing for their lives. The scale and swiftness of this ethnic cleansing was reminiscent of what happened in former Yugoslavia in the 1990s.

Following Armenia鈥檚 military defeat and the failed ceasefire brokered by Russia, 罢眉谤办颈测别鈥檚 growing influence, coupled with Azerbaijan鈥檚 military victory, marked the decline of multilateral diplomacy in the South Caucasus. As a result, , sidelining previous mediation efforts and moving away from Russia鈥檚 self-interested approach to conflict resolution. 

The negotiation process has been skewed by Azerbaijan’s dominant position in the conflict, a lack of external constraints, and the absence of a mutually hurting stalemate. This concept, defined by Zartmann (1985), describes a situation where neither side believes it can win the war, and further conflict would be unbearably harmful to all involved. Baku’s control of most negotiation leverage has led to relative intransigence in accepting compromise and negotiating in good faith. While Armenia has shown willingness to compromise on some maximalist demands regarding the status of Karabakh and transitional justice, Azerbaijan’s willingness to make concessions remains less apparent.

The burden of peace largely falls on Armenia. The country faces a difficult balancing act: its limits its leverage at the negotiating table, while internal political dynamics constrain its ability to accept a settlement perceived as a national defeat. Moreover, the progress of direct negotiations between Armenia and 罢眉谤办颈测别 is contingent on the results of bilateral discussions between Armenia and Azerbaijan. 罢眉谤办颈测别’s prioritization of its support for Azerbaijan outweighs its need for a bilateral agreement with Armenia.

Rather than repeating the mistakes made after the 2018 revolution鈥攚hen the government adopted a rigid stance and withdrew from the negotiation process (Grigoryan 2024)鈥擜rmenia appears to have adopted a proactive approach. This means defining its core priorities and determining what it is willing to compromise in this short but critical window of opportunity to establish peace with Azerbaijan. However, an important level of uncertainty continues to surround Azerbaijan鈥檚 willingness to commit to the peace accord.

In this context, a peace agreement that imposes minimal concessions on Azerbaijan鈥攚ithout external enforcement mechanisms or meaningful diplomatic costs鈥攃ould severely undermine Armenia鈥檚 security, leaving it vulnerable to further coercion. Azerbaijan鈥檚 demands for directly challenge Armenia鈥檚 sovereignty and could serve as a Trojan horse, increasing Armenia鈥檚 vulnerability to Azerbaijan鈥檚 maximalist claims. Precedents for granting extraterritorial rights in post-conflict negotiations are extremely rare. The 1995 Dayton Accords included a territorial exchange to create the Gora啪de corridor, avoiding the need to grant extraterritorial rights. However, this exchange was part of a broader settlement based on territorial control established during the civil war. While Armenia has expressed willingness to honour its commitments under the 2020 ceasefire and has proposed a bilateral agreement on transportation through the Zangezur corridor, Azerbaijan has refused to grant reciprocal access to Nakhchivan. As a result, both sides have agreed to put negotiations over the corridor and its access on hold.

Map of the infrastructure in the region and connections with the Zangezur corridor
Figure 1. Principles of the Crossroads of Peace, Government of Armenia, available at: https://www.primeminister.am/u_files/file/documents/The%20Crossroad%20of%20Peace-Brochure.pdf

For some , the delay to sign a peace treaty even after Armenia鈥檚 formal recognition of Azerbaijan territorial integrity underlines a careful approach seeking to avoid negative consequences of a premature peace treaty as observed with the Dayton and Minsk Accord. However, time does not play in Armenia鈥檚 favour; it only worsens Armenia鈥檚 bargaining position. While negotiating, Azerbaijan continues to implement a policy seeking to transform the Karabakh region and deconstruct previous as well as targeting its . It seeks to eliminate the option of a return to the status quo ante bellum and de facto prevent the return of refugees in the absence of a de jure option.

Peace Accord and Enforcement: The Imperative of a Reliable Guarantor

Negotiations where one side holds all the leverage often lead to a victor鈥檚 peace.  Without an external mediator or balancing force, the dominant party can push for maximalist and recurring demands鈥攁 pattern Azerbaijan has followed since September 2023. Azerbaijan鈥檚 insistence that Armenia amend its constitution exemplifies this growing pressure.

Even in the context of a prospective peace accord, with no significant international or domestic pressure, Azerbaijan can escalate its demands on Armenia with minimal political repercussions. In asymmetric negotiations, the more dominant party is often incentivized to renege on agreements and push for further concessions (Fearon 1996). In a victor鈥檚 peace, where there is no external pressure to curb maximalist demands, one of the few restraining factors is the recognition that excessive demands could backfire in the long run or that a mutually beneficial economic arrangement offers a more sustainable alternative.

More than mediation, this peace process requires external guarantors. Guarantors typically engage in conflict resolution when they have strategic incentives or significant stakes in the outcome. At present, no strong external guarantor is pressuring Azerbaijan to uphold any potential settlement with Armenia. The issue at hand in the South Caucasus is not necessarily security guarantees, as in Ukraine, but rather assurances that any bilateral agreement will be upheld by both parties, preventing negotiated compromises from becoming leverage for further demands.

Relying solely on good faith and trust often leads to disappointment, as seen in many post-Soviet peace processes. As seen in the cases of the Minsk Process and the Accords, the absence of an external guarantor often benefits the stronger belligerent, allowing it to reshape the agreement, refuse to implement it, and escalate its demands while the weaker party bears the consequences.

Escalating demands from Ankara and Baku highlight that without a reliable enforcement mechanism, Armenia risks being in a weaker position if it proceeds with signing an agreement. exemplifies this risk. After the 2020 ceasefire, Azerbaijan imposed restrictions on the only road connecting Armenia to Nagorno-Karabakh, citing security concerns over alleged arms transfers. This move directly violated the Russian-brokered peace agreement and further infringed on the rights of the Armenian minority. The blockade effectively starved the Armenian population, depriving them of essential resources and threatening their survival in Karabakh for several months. It underscores the dangers of asymmetrical power dynamics between Armenia and Azerbaijan in the absence of a credible international guarantor. Russia has failed to enforce the ceasefire or uphold the 2020 agreement, leaving power politics as the primary driver of bilateral negotiations.

Even in a victorious scenario, such as in the First Chechen War, the absence of international support can hinder the consolidation of peace. Despite achieving a decisive military victory against the Russian Federation in 1996 and holding free and fair presidential elections in 1997, Chechnya struggled to implement political reforms and state-building measures due to its international isolation. While Russia reneged on its commitments under the , the international community failed to impose sanctions on Moscow. This lack of external support contributed to the rise of warlordism and laid the groundwork for the Second Chechen War. The (EUMA) is a cautious first step, distancing external actors from purely geopolitical motives, unlike Russia鈥檚 role in the 2000s and especially after 2020. However, the recent between the parties suggests a willingness to . Long-lasting peace in protracted ethnic conflicts, such as in Northern Ireland, hinge on legal commitments to renounce violence. Given the geopolitical tensions in the South Caucasus, strong legal commitments may be the only viable path to achieving sustainable peace between Armenia and Azerbaijan. Armenia鈥檚 relative regional and international isolation heightens its vulnerability to Azerbaijan鈥檚 growing and maximalist demands, and the risk of Baku reneging on a peace treaty despite Armenia’s significant concessions.

Armenia at the Crossroads: Navigating Regional and Global Isolation

Russia鈥檚 inaction to protect Armenia in 2020 and its subsequent inability to fulfill its mandate as a peace guarantor has led to Armenia鈥檚 decision to sever its security ties with Russia and withdraw from the CSTO, ultimately creating an opportunity for Armenia to rethink its security strategy as a whole. Armenia鈥檚 recent pivot to the West places it in a precarious position as it seeks to challenge the victor鈥檚 peace imposed by Azerbaijan and its Turkish ally. Although its current isolation is not a permanent state but rather a transitional phase, it has complicated Armenia鈥檚 efforts to secure an international guarantor for a peace settlement.

In peace processes, isolation can be used to pressure states into renouncing revanchist demands, engaging in transitional justice, or joining negotiations as observers鈥攕uch as Serbia in the early 2000s. However, Armenia’s situation is different. Its isolation benefits Azerbaijan, reinforcing its intransigent stance on peace, human rights, and Armenian sovereignty. Moreover, Armenia’s isolation encourages Azerbaijan’s territorial ambitions and reluctance to engage in a transitional justice process.

To mitigate its isolation, Armenia has leveraged its democratization process and pivot toward the EU as a signal of its intention to pursue strategic changes and its urgent need for international support in implementing the peace process. As Prime Minister framed it, peace and normalized relations with 罢眉谤办颈测别 and Azerbaijan are sine qua non conditions for a successful democratization process in Armenia. However, in the broader context of democratic backsliding in the United States, Pashinyan鈥檚 strategy of positioning Armenia as the new beacon of democracy in the South Caucasus could backfire in the coming years. He may ultimately face a difficult choice between aligning more closely with the EU or the U.S. in his bid for political backing. While democratic values present themselves as the moral choice, the more pressing survival imperative remains a firm and expedited commitment to a lasting peace settlement.

Armenia has also moved to strengthen its strategic partnerships, signing agreements with France in 2024 and with the United States and the Netherlands in 2025. France, in particular, has expanded its role in the South Caucasus, positioning itself as a key actor in providing Armenia with increased support and . At the same time, Armenia should avoid overestimating the impact of its recent weapons procurement from France and India as a means of altering the current status quo. Weapon systems remain mostly defensive and do not represent a game-changer in terms of military parity with Azerbaijan. Previous miscalculations before the 2020 war have demonstrated the risks of adopting a hardline approach to peace settlements.

Overall, Armenia remains in a precarious position, where a military solution to its predicament is not foreseeable, and limited foreign support hinders its ability to re-establish a balance of power in the negotiation process.

Pathways to Peace: Leveraging Economic and Political Incentives for Win-Win Solutions

With limited external constraints, Baku鈥檚 uncompromising approach makes a balanced agreement increasingly difficult. The absence of a win-win peace scenario could become a source of future grievances, fueling deep-seated conflicts, as seen in the cases of Russia鈥檚 in Chechnya and in Georgia. Sustainable peace, however, requires both sides to be willing to compromise rather than escalating their demands.

Conflict resolution experiences highlight the critical role of economic and political incentives in fostering peace (Mansfield and Snyder 1995). Achieving historical justice and addressing deep-seated tensions are essential for peace, but sustainable peace also requires that all parties see it as a preferable alternative to continued violence鈥攑articularly in cases where local populations have been polarized and mobilized over long periods of time.

Win-win scenarios provide long-term solutions by fostering cooperation between warring factions. For such solutions to be viable, both sides must perceive the peace settlement as politically and economically beneficial for them rather than as a loss of something fundamental to their identity and interests. Shifting negotiations away from emotionally charged issues of identity, justice, and blame could create a more constructive path forward.

Economic cooperation, when framed as a fair and reciprocal partnership rather than a victory imposing dominance over the other, can serve as a foundation for trust-building and de-escalation. Additionally, emphasizing economic imperatives and tangible successes over nationalist narratives can help demobilize hardliners and foster a more pragmatic .

The post-1945 German-French reconciliation, the 1998 Belfast Agreement, and peace settlements in the former Yugoslavia underscore the powerful role of economic incentives in fostering reconciliation. In the latter case, a combination of Serbia鈥檚 regional isolation and the European Union鈥檚 (EU) integration incentives facilitated the implementation of transitional justice. These factors encouraged warring parties to seek compromises, leading Serbia to rebuild its relationships with Kosovo and Croatia. For instance, the EU鈥檚 requirement for full cooperation with the International Criminal Tribunal for the Former Yugoslavia (ICTY) as a condition for accession played a crucial role in advancing the peace process. Each side recognized the necessity of setting aside historical grievances in pursuit of economic opportunities.

A mutually beneficial solution in the South Caucasus remains elusive. Few countries or international institutions currently possess the will to compel Azerbaijan to negotiate in good faith with Armenia. The European energy sector continues to rely on Azeri gas, often turning a blind eye to Baku鈥檚 role in circumventing energy sanctions on Russia. Unlike other regional actors, Azerbaijan is not seeking EU integration and instead prioritizes its relationships with 罢眉谤办颈测别 and, more recently, Central Asia. The proposed by Armenia entitled the 鈥淐rossroad of Peace,鈥 along with broader discussions on economic and logistical cooperation between Azerbaijan, 罢眉谤办颈测别, Armenia, and Iran, present the most significant opportunity for an economic-driven peace process in the region. In the current bargaining context, Armenia perceives itself as facing significant sacrifices. However, framing the Zangezur corridor within a broader vision of regional economic integration鈥攔ather than as a unilateral loss鈥攃ould help mitigate the perception of total defeat among the Armenian population.

Reframing the negotiation process around regional economic cooperation rather than the loss of Karabakh could help stabilize relations, despite decades of armed conflict. While the current outcome of recent wars is not what Armenia had hoped for, the country must navigate this suboptimal reality and focus on achievable, mutually beneficial goals. Concessions should not always be seen as historical defeats but rather as strategic steps toward a more stable and prosperous future.

The Peace Process and the Erosion of International Law

In March 2025, the two countries agreed to withdraw, dismiss, or settle their legal disputes in international courts, particularly at the International Court of Justice (ICJ). However, the agreement remains silent on alternative mechanisms for addressing international crimes committed over the past forty years of conflict. Nor does it provide a framework for societal reconciliation鈥a sine qua non for long-term peace.

Addressing international crimes committed by both sides over an extended period presents a significant challenge for peacebuilding and transitional justice. International justice and accountability for war crimes are often among the first concessions states make to secure a peace deal, as seen in Nicaragua, Cambodia, and Colombia. Conflict resolution literature suggests that while such compromises may facilitate agreements, they carry long-term consequences. For instance, blanket amnesties for crimes against humanity have shown limited effectiveness in sustaining lasting peace (Dancy 2018). The absence of transitional justice fosters generational trauma, erodes confidence in international law, and increases the likelihood of future conflicts. Addressing international crimes is therefore crucial to preventing cyclical violence, as demonstrated in Rwanda, Cambodia, and, to a lesser extent, the former Yugoslavia.

The ICJ is also currently reviewing potential war crimes committed during the 2020 War, including the destruction of Armenian cultural heritage as a possible crime against humanity, alongside a countersuit from Azerbaijan. However, Armenia鈥檚 international legal has resigned amid the impending agreement with Azerbaijan. In the present case, the ICJ has explicitly stated that it will restrict its inquiry to incidents occurring after , affecting Azerbaijan’s willingness to engage with international justice

Armenia also joined the International Criminal Court (ICC) in 2024, but the tribunal has yet to open an investigation into crimes committed in the recent conflicts. Largely due to a tacit agreement with Azerbaijan, has refrained from referring the 2023 one-day war, the blockade of the Lachin corridor, and the ongoing destruction of its cultural heritage in Nagorno-Karabakh to the ICC.

Since May 2022, Armenia has retroactively accepted the ICC鈥檚 jurisdiction, meaning crimes committed in Nagorno-Karabakh after that date could fall under its purview, provided certain legal conditions are met. Drawing a parallel to the procedure initiated regarding crimes against Rohingyas in in 2016 and 2017, the ICC could explore the situation in Nagorno-Karabakh despite the alleged crimes taking place within Azerbaijan’s internationally recognized borders. Even though Azerbaijan is not a party to the Rome Statute, ICC prosecutors could build a case by arguing that certain crimes, such as the deportations resulting in ethnic cleansing, had consequences that occurred within Armenia’s territory.

A growing opposition in Armenia and its diaspora has criticized the Armenian government for considering the withdrawal of its legal proceedings at the ICC and ICJ. Furthermore, in April 2024, an petitioned the ICC prosecutor to investigate potential crimes against humanity and acts of genocide committed in Karabakh. The claim of genocide has also been raised in policy circles, notably by a .

Unless the peace settlement ensures long-term stability and fosters a mutually beneficial partnership, sidelining justice may prove to be a short-term fix that exacerbates generational trauma and reignites tensions between the belligerents. Moreover, while the Armenian government and its negotiators may see the strategic value in compromising on international justice, such a decision risks further alienating the Armenian population鈥攑otentially undermining the very peace process it seeks to uphold.

Crimes Against Humanity in Nagorno-Karabakh: The Imperative for Action

The political and social costs of abandoning these cases appear significantly higher than Armenia鈥檚 formal recognition of Nagorno-Karabakh as sovereign Azerbaijani territory鈥攁 move that aligns with international law and does not impact the right of refugees to return. As the ICJ and other tribunals prepare to deliver historic rulings on the crime of aggression and genocide in three major cases鈥South Africa v. Israel, Ukraine v. Russian Federation, and The Gambia v. Myanmar (with seven states intervening)鈥擜rmenia鈥檚 decision to abandon legal proceedings may prove to be a costly choice in the long run. 

Even if Armenia chooses not to pursue the case itself, ICC state parties such as Canada or France have the authority to refer the situation to the ICC prosecutor for investigation, as was done in Ukraine regarding war crimes committed by Russian Armed Forces. Furthermore, the ICC prosecutor can launch a proprio motu investigation if sufficient evidence exists that a crime under the court鈥檚 jurisdiction has been committed. Moreover, the Statute of the International Court of Justice permits state parties, under specific conditions, to institute legal proceedings concerning crimes perpetrated in armed conflicts, as demonstrated by in relation to Israel’s conduct in Gaza.

For the moment, the international community has been cautious not to jeopardize the peace process by advocating for judicial accountability regarding crimes committed during the recent conflicts between Armenia and Azerbaijan. This restraint contrasts sharply with the approach taken in the case of Russia鈥檚 war against Ukraine. The Armenian government and the international community must be mindful not to sacrifice justice and human rights in pursuit of a temporary peace with Azerbaijan.

The Unclear Path to Social Reconciliation: Navigating the Challenges

The current peace negotiations and the March 2025 preliminary announcement on normalization remain vague on reconciliation and accountability mechanisms. This silence raises concerns about an Azeri-imposed peace process that lacks a formal approach to addressing international crimes or, at the very least, establishing a path forward to confront their impact on both civil societies. Social reconciliation does not necessarily require the establishment of an international tribunal. While the two countries have agreed to abandon legal proceedings, this should not mean abandoning the principle of accountability鈥攅specially in the context of a victor鈥檚 peace. Creating the conditions for sustainable peace and successful conflict resolution requires addressing generational trauma, myths, and historical distortions that perpetuate cycles of hatred. A genuine peace process should prioritize tackling the root causes of violence rather than merely addressing its symptoms, which result from ongoing negative interactions between the belligerents.

In the context of the South Caucasus peace process, it is essential for each party to adopt an introspective and analytical approach to the international crimes committed since 1988. An unfortunate tendency in peace settlements is often to focus on the most recent crimes and limit the historical period covered by transitional justice or social reconciliation mechanisms (Schabas 2006). However, in the case of Armenia and Azerbaijan, such a narrow approach risks perpetuating a cycle of hatred and grievances. For that reason, alternative approaches to international courts can provide the necessary flexibility, as international courts often face temporal limitations regarding the scope of their investigations, which ultimately feed into the cycle of grievances between parties.

While accountability mechanisms such as international tribunals and truth commissions are not always universally accepted by all parties in a conflict, they play a crucial role in bringing closure to victims and laying the groundwork for a shared historical narrative. The ICTY has been instrumental in addressing crimes committed in Bosnia-Herzegovina, particularly the Srebrenica genocide, by providing both a legal and historical framework for prosecuting atrocities under international law. The recognition of Srebrenica as genocide is now firmly established in international legal jurisprudence. Although political actors in Serbia and Bosnia-Herzegovina continue to contest this legal interpretation, the ICTY鈥檚 rulings have significantly shaped the historical narrative that international institutions continue to build upon.

Due to Azerbaijan’s prioritization of a victor’s peace and Armenia’s weak negotiating position, the peace process is ill-equipped to address social reconciliation, especially given the dismissal of cases in international courts. This relative absence of a transitional justice process led by international institutions, accountability mechanisms or mutual consent to address human rights violations remains one of the most significant obstacles to lasting peace. Combined with Azerbaijan’s unreliability as a partner, this lack of foresight regarding reconciliation in the peace accord increases the risk of future armed conflict.

How Unresolved Human Rights Issues Imperil the Peace Process

As the peace process appears to have entered its final stage, many human rights violations remain unaddressed, undermining once again the prospects for a lasting peace accord. For example, the status of and the grim conditions they face in captivity underscore how much remains to be done to achieve reconciliation and foster a cooperative environment based on the standards of international law.

In addition to the status of prisoners of war, many legal questions on the right to return of Armenian refugees, and Armenia鈥檚 cultural heritage remain unaddressed. Following its military victory, Azerbaijan鈥檚 lack of commitment to respecting fundamental principles of international human rights law in Nagorno-Karabakh casts a doubt on the sustainability of any peace accords.

Whereas the period between 1994 and 2023 was marked by a between self-determination and territorial integrity, enabling each party to invoke international lawt, he right of return represents an inalienable right, and the protection of cultural heritage constitutes a legal obligation for Azerbaijan. The affirming the right of safe return for Armenian refugees from the region 鈥渋n a safe, unimpeded, and expeditious manner.鈥

Despite the ICJ鈥檚 ruling and the need for both sides to demonstrate a willingness to engage in good faith negotiations, Azerbaijan has effectively erased Armenian existence in Karabakh. The lack of a proactive approach to address the issue of lost properties and compensation further highlights Baku’s unwillingness to seriously consider its obligations under international law. On the contrary, Azerbaijan has introduced strategies to hinder or discourage the return of individuals including the destruction of Armenian cultural heritage.

Although it is not surprising that the right to a safe and sustainable return is not strictly enforced, what is striking is Azerbaijan鈥檚 ability to openly violate this right without facing any consequences. Warring parties are typically willing to recognize the right of return in peace settlements, while simultaneously creating conditions that prevent refugees from returning. For instance, the Dayton Accords, which aimed to address the aftermath of ethnic cleansing in and Croatia, established the framework for the right of return. However, the return of Serbs from Krajina and Bosnian Muslims from Eastern Bosnia-Herzegovina never materialized. Similarly, the issue of return for Palestinians following the Nakba highlights the difficulties in addressing the right to return during peace negotiations.

Reconciliation without a genuine process of return is likely to fail, leading to profound resentment as observed in Bosnia-Herzegovina and Kosovo in the 1990s and 2000s. As many Armenians point out, is seen as a sacred part of their homeland and cultural identity. In such an emotionally-charged context, a failure to facilitate return almost guarantees profound generational trauma. Future generations may adopt this trauma as a defining part of their collective identity. Historical narratives and conflict understandings become centered around this trauma, making healing and peacebuilding particularly difficult, as seen in the aftermath of the 1944 Chechen deportation.

Cultural Heritage in Artsakh: An Ongoing Crime

Since its full occupation of Nagorno-Karabakh in 2023, has destroyed entire villages, historical monuments, cemeteries, khachkars, churches, and other religious sites, as well as governmental and administrative buildings. So far, has provided one of the most comprehensive lists of such violations of international law through its interactive map and research report. These violations have continued throughout the negotiation process between the two countries, highlighting the difficulty of trusting Azerbaijan to uphold its commitments in any forthcoming peace settlement. They also underscore Azerbaijan鈥檚 disregard for its international obligations toward Armenians in Nagorno-Karabakh.

Although extensive cultural destruction is recognized as a crime against humanity under the Rome Statute, the Court would unfortunately not have jurisdiction on crimes committed in Azerbaijan. However, such crimes could be prosecuted under international jurisdiction as it was done for some crimes against humanity and war crimes committed in Syria.

More broadly, alongside the displacement of the Armenian population in September 2023, their inability to return to Nagorno-Karabakh, and the 10-month blockade of the Lachin Corridor, the destruction of Armenian cultural heritage in the region further reinforces claims of ethnic cleansing鈥攁 crime against humanity鈥攃ommitted by Azerbaijani forces. The destruction of Armenian cultural heritage in Azerbaijan could be used to support a legal argument of criminal intent behind the deportation.

While Armenia has the sovereign right to withdraw or refrain from pursuing international legal action against Azerbaijan, other countries are not bound by its decisions. On the contrary, international law may obligate them to explore alternative avenues for prosecuting such crimes. In this context, an international tribunal鈥攐r even a hybrid one鈥攃ould be instrumental in documenting and establishing the historical record of this latest phase of the conflict. Overall, this situation as a whole undermines the implementation of a peace settlement, perpetuating the violation of international human rights law by one of the parties. Azerbaijan鈥檚 actions in Nagorno-Karabakh after 2023 cast serious doubt on its reliability as a negotiating partner and its willingness to uphold its obligations after the signing of a peace treaty. This issue underscores the critical importance of legal guarantees, or a third-party state acting as a guarantor, as well as the role of international law in the settlement of the conflict.

Conclusion

This white paper highlights the significant challenges Armenia faces in asymmetrical peace negotiations with Azerbaijan, where Azerbaijan’s dominant position allows it to dictate terms. The paper contends that Armenia is forced to make a painful choice between its sovereignty, identity, security, and the pursuit of international justice. Even if Armenia decides to make considerable sacrifices to achieve a peace agreement, Azerbaijan’s adherence to treaty obligations remains questionable given Armenia’s current regional and international isolation and overall geopolitical vulnerability.

The potential sacrifices of Nagorno-Karabakh and the abandonment of legal proceedings regarding crimes committed after 2020 are major concessions Armenia should only make if Azerbaijan demonstrates a firm commitment to the peace accord. Without international guarantors or significant international pressure, it seems improbable that Azerbaijan will moderate its recurring and expanding demands.

In any case, the current peace process is unlikely to succeed unless it establishes mutually beneficial conditions, including a genuine societal reconciliation process and a win-win economic framework for peace. As long as Azerbaijan interprets the negotiation for the Zangezur corridor through a geopolitical lens, the current process is more likely to be a temporary truce before future conflict rather than a sustainable plan for peace.

Without concrete mechanisms for social reconciliation integrated into the peace process to effectively address deep-seated mistrust and generational trauma, and compounded by the largely political nature of international , the peace process risks further alienating the civilian population on both sides, reinforcing generational traumas, and ultimately fueling a new cycle of violence.

Given the continued obstruction of the Armenian right to return to Karabakh and the ongoing destruction of their historical heritage, it is understandable that the Armenian population will harbor resentment toward their government for what they perceive as sacrifices on deeply emotional issues, and further animosity toward Azerbaijan

Bibliography

Geoff Dancy. 鈥淒eals with the Devil? Conflict Amnesties, Civil War, and Sustainable Peace.鈥 International Organization, vol. 72, no. 2, 2018, pp. 387鈥421.

Arman Grigoryan. Revolutionary Governments, Recklessness, and War: The Case of the Second Karabakh War, Security Studies, vol.33, no.3, 2024 pp. 372-406.

James Fearon, 鈥淐ommitment Problems and the Spread of Ethnic Conflict,鈥 in David A. Lake and Donald Rothchild, eds., The International Spread of Ethnic Conflict, Princeton, NJ: Princeton University Press, 1996.

Edward D. Mansfield, and Jack Snyder. 鈥淒emocratization and the Danger of War.鈥 International Security, vol. 20, no. 1, 1995, pp. 5鈥38.

William A. Schabas. The UN International Criminal Tribunals: The Former Yugoslavia, Rwanda and Sierra Leone. Cambridge: Cambridge University Press, 2006.

William Zartman. Ripe for Resolution: Conflict and Intervention in Africa. New Haven: Yale University Press, 1985.

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Sergei Lavrov鈥檚 Tehran Visit Amidst Geopolitical Shifts /eetn/2025/lavrovs-tehran-visit-amidst-geopolitical-shifts/ Thu, 03 Apr 2025 15:39:22 +0000 /eetn/?p=988 Russian Foreign Minister Sergei Lavrov鈥檚 visit to Tehran has drawn widespread attention across Eurasia, especially in Azerbaijan and Armenia. Talks between Lavrov and various Iranian leaders focused on Iran鈥檚 nuclear program and regional security. Azerbaijani media see the visit as part of Russia鈥檚 broader strategic maneuvering, raising concerns over energy and security dynamics. Armenian analysts speculate on Armenia鈥檚 role in Russia-Iran ties but worry about being sidelined. With growing Russia-Iran cooperation amid Western sanctions, regional powers are closely watching how this partnership impacts trade, security, and diplomacy.

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Sergei Lavrov鈥檚 Tehran Visit Amidst Geopolitical Shifts

By: Alireza Mamdouhi 

Russian Foreign Affairs Minister Sergei Lavrov’s recent visit to Tehran has been a focal point of extensive media coverage across Eurasia, particularly in Azerbaijan and Armenia. The discussions between Lavrov and Iranian officials, including President Masoud Pezeshkian and Foreign Minister Seyed Abbas Araghchi, centred on aligning positions regarding Iran’s nuclear program and addressing regional security concerns. Lavrov emphasized that “positions were aligned on the situation around the Joint Comprehensive Plan of Action on the Iranian Nuclear Programme [(JCPOA)],” underscoring Russia’s support for diplomatic measures to resolve issues surrounding Iran’s nuclear聽.

 Azerbaijani media outlets have closely monitored Lavrov’s visit, analyzing its implications for regional dynamics and Azerbaijan’s strategic interests. Azernews highlighted that Lavrov’s trip to Tehran occurred shortly after Moscow and Washington held talks in Saudi Arabia about a potential ceasefire for the war in Ukraine, suggesting strategic maneuvering by Russia in the region. 

This timing has led Azerbaijani analysts to speculate on the potential impact of deepening Russia-Iran relations in the South Caucasus, particularly concerning energy projects and security arrangements. Given Azerbaijan’s role as a key energy supplier and its strategic partnerships with Western nations, there is a nuanced concern about how strengthened ties between Moscow and Tehran might influence regional power balances and economic interests. 

Armenian media have provided extensive coverage of Lavrov’s visit, focusing on the potential implications for Armenia’s security and diplomatic positioning. News.am reported that “Iranian 

President Masoud Pezeshkian has received Russian Foreign Minister Sergey Lavrov, who is on a working visit to Tehran.” Armenian analysts are particularly attentive to discussions surrounding the JCPOA and regional security issues. There is a prevailing sentiment that Armenia could play a pivotal role in facilitating dialogue between Russia and Iran, potentially serving as a conduit for economic and energy cooperation. However, there are also concerns about being sidelined if Moscow and Tehran pursue bilateral agreements that do not consider Armenian interests. 

In broader Eurasian media, Lavrov’s visit is analyzed within the context of Russia and Iran’s deepening cooperation amid Western sanctions and geopolitical shifts. The Moscow Times reported that “Russia and Iran have deepened cooperation since the full-scale invasion of Ukraine in 2022,” highlighting the strategic partnership between the two nations. Analysts in countries such as Kazakhstan and Georgia are evaluating the potential ramifications of this alliance on regional stability and economic projects. There is a particular focus on the International North-South Transport Corridor (INSTC), a strategic initiative aimed at enhancing trade routes between Russia, Iran, and India. The successful implementation of the INSTC could redefine trade dynamics across Eurasia, offering alternative routes that bypass traditional Western-controlled channels. 

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