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EGF
The European Geopolitical Forum

Saturday 30 August 2025

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From the EGF Head of Research:

The European Union (EU) has rediscovered the Black Sea and has developed strategic thinking on how to deal with the Russian threat, the Turkish rise, and how to pursue its own regional interests. However, its ability to ripe concrete benefits from the “EU’s Strategic Approach to the Black Sea region” is uncertain unless it succeeded to resolve the current crisis in European affairs and to effectively sustain regional peace and security. READ MORE
100 issues+ December 2022 November 2022 October 2022 September 2022 August 2022 July 2022 June 2022
September — November 2019 mid May – July 2019
Spring 2025 Winter 2025 July-November 2024 March-June 2024 November-February 2024 July-October 2023 March-June 2023 Previous Issues
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News

  • White House confirms US troops won’t be deployed to defend UkraineAugust 20, 2025
  • Russia-Ukraine war: List of key events, day 1,273August 20, 2025
  • White House confirms US troops won’t be deployed to defend UkraineAugust 20, 2025
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South Caucasus
The Changing Dynamics of the Wider-Black Sea in Regional Security and External Relations
EGF Arab Spring
EGF Head of Research Recommended Reading
EGF Head of Research Recommended Reading
Markets Rising Tensions in Iran: Market Volatility, Strategic Risks, and the Limits of Regime Change



In an exclusive interview with EU Today, Dr Marat Terterov, Founder and Director of the Brussels Energy Club, and Co-founder of the European Geopolitical Forum, outlined the key economic and geopolitical implications of the current crisis and warned against further escalation or any attempt at externally imposed regime change in Iran. According to Dr Terterov, oil prices spiked by approximately 7 percent in the immediate aftermath of the strikes—an early signal of market anxiety. Although prices have since moderated, he emphasised that this stabilisation is largely based on “bets on a ceasefire” and a broad assumption that the situation would not worsen. “Most experts believe Iran lacks the military muscle to sustain an open conflict with the United States or Israel,” he said. While Tehran has voiced outrage over the strikes—carried out during ongoing nuclear negotiations—Dr Terterov cautioned against underestimating the strategic calculus behind Iran’s actions. READ MORE

  • Tuesday, 12 August 2025, 23:05
External Relations Will Trump’s Tariffs Upend the India-US Relationship?

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

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

  • Tuesday, 12 August 2025, 23:04
External Relations The Washington Summit Reshapes the Regional Order in the South Caucasus

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

President Donald Trump is right to describe the U.S.-mediated summit between the Armenian and Azerbaijani leaders on August 8 in Washington as a historic event. It is historic not only for its contribution to the peace process between the two countries, but also for the significant reshaping of the South Caucasus’ security order that it has set in motion. The day after the summit, the region woke up to a new reality – one markedly different from what had existed until recently. Undoubtedly, the most significant outcome of the Washington summit for the people of the South Caucasus was the agreements signed between Armenia and Azerbaijan. The two countries initialled the peace agreement, agreed to sign it following the removal of territorial claims against Azerbaijan from Armenia’s state constitution, jointly appealed for the dissolution of the Minsk Group of the OSCE, and agreed on the opening of the Zangezur corridor. READ MORE

  • Tuesday, 12 August 2025, 23:03
External Relations U.S. policy in the South Caucasus: Keep Turkey in, Russia down and Iran out

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

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

  • Tuesday, 12 August 2025, 23:03
External Relations Strategic Implications of Russia–Ukraine Talks in Istanbul for Eurasia’s Diplomatic Rebalancing

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

The high-level encounter between Russian and Ukrainian representatives took place on 23 July 2025 in Istanbul. Turkey hosted the encounter with significant diplomatic weight, focusing on limited ceasefire corridors, the exchange of prisoners, and grain exports through the Black Sea. Though apparently narrow in scope, the gathering represents a rebalancing in wider geopolitics. Turkey's mediating role in Istanbul facilitates Ankara's renewed desire to be at the centre of regional diplomacy, particularly considering that Turkey has just hosted Russia-Ukraine direct negotiations in 2025 as a testament to its resumed mediating interests. On the other hand, Western leaders remained unimpressed by Moscow's long-term intentions, particularly in light of Russia's unyielding ultimatums in negotiations and ongoing military belligerency, calling into question its genuine interest in arriving at a settlement other than temporary tactical respite or concession. READ MORE

  • Tuesday, 12 August 2025, 23:02
External Relations Israel War Erodes Iran’s Relations with Azerbaijan

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

The 12-day Israel-Iran war revealed new vulnerabilities in the Islamic Republic and increased tensions between Iran and its neighbour, Azerbaijan. In the aftermath of the strategic setback to Iranian nuclear and military facilities, Iran’s conservative political and security establishment began shifting focus toward perceived “close enemies” said to be complicit in the Israeli attacks. Among the primary targets of this narrative has been Iran’s northern neighbor, Azerbaijan, which Iranian state-run media and channels affiliated with the Islamic Revolutionary Guard Corps (IRGC) accused of providing “intelligence support to Israel” during the strikes on nuclear, military, and civilian sites. While Azerbaijani officials categorically denied any involvement in Israeli military operations and the Iranian government did not present concrete evidence supporting its claims, the media campaign renewed tensions between Tehran and Baku, undermining a period of cautious diplomatic stability that had followed earlier disputes over Armenia and other issues. Indeed, the Iranian criticism of a growing Azerbaijan-Israel alliance is not a new phenomenon and Azerbaijan’s ties with Israel have long been a source of discontent in Azerbaijan-Iran relations. READ MORE

  • Thursday, 31 July 2025, 12:19
External Relations Armenia and Azerbaijan have taken a new route in their quest for peace

Benyamin Poghosyan Lara SETRAKIAN By Benyamin POGHOSYAN, PhD, Senior Research Fellow at the APRI Armenia
Lara SETRAKIAN, President, APRI Armenia

Political scientists and wider civil society from Armenia and Azerbaijan don’t often see eye to eye. After decades of war between the two countries their grievances run deep, with each side blaming the other for continued rounds of conflict. But experts in Yerevan and Baku can now agree on one thing: the meeting held in Abu Dhabi on July 10 between their heads of government was a moment of respite for the South Caucasus. After months without a major meeting between the two sides (the leaders met briefly at the margins of the European Political Community summit in Tirana in May), Abu Dhabi was able to host their most comprehensive gathering in known history, attended by representatives who cover all key aspects of the Armenia-Azerbaijan peace process. Still, expectations should be managed. The two sides may yet be very far from signing a peace agreement, though a draft was announced earlier this year. There are thorny issues, like border demarcation, that remain unresolved. And there are competing visions for how the future of transport links should evolve. Nonetheless, the Abu Dhabi meeting has revived the diplomatic track, giving new hope for peace and stability, while calming fears of an imminent outbreak of war. READ MORE

  • Thursday, 31 July 2025, 07:56
All discussions

EGF Head of Research, Dr. George Vlad NICULESCU, co-edited a new volume on “Understanding Contemporary Information Landscape Handbook (UCIL)” with the Austrian National Defence Academy and the PfP Consortium of Defence Academies and Security Studies Institutes: “The idea of this Handbook sprang forth from a policy recommendation issued at a past Regional Stability in the South Caucasus Study Group (RSSC SG) workshop: “Create, with the assistance of PfP Consortium volunteers, a Reference Curriculum on Media Literacy, emphasizing the impact of modern communication techniques and social media on human biology, psychology and behaviour. The aim would be to raise awareness of the media as a tool of hybrid warfare, and how to build resilience to it at individual level.” Looking with an academic eye at the final product of our last three years of work I’d conclude that this Handbook is a great success as a valuable education tool for students and teachers in media studies, politics, international relations. READ MORE

New EGF Affiliated Expert, Dr. Shanthie Mariet D’SOUZA was interviewed by “France 24 English -Access Asia” on what’s behind the posturing from New Delhi on the ongoing war between Israel and Iran. She explained that “India has significant strategic interests in both Iran and Israel. Taking sides in this conflict could jeopardise these interests in the medium to long term, which is something India cannot afford”. WATCH HERE

EGF Affiliated Expert Benyamin POGHOSYAN was quoted by the “Times of Central Asia” in an article on “How Could the Armenia-Azerbaijan Peace Accord Benefit Central Asia?” He thought that: “Using the Trump Route as part of the Trans-Caspian Middle Corridor is mostly a geopolitical way to connect Turkey with Azerbaijan, to increase Turkish influence, and to create problems for Iran. While many in Armenia would be happy to be part of big global transit routes there are serious concerns from objective experts about how much such a route would be used” READ MORE

EGF Affiliated Expert Alan WHITEHORN published recently a short comment on “Trump and the South Caucasus Accord” on keghart.org. He concluded that: “If Armenia survives over the next decade with no further loss of military personnel or territory due to incremental border encroachments or war, the tripartite agreement may be considered a minor win also for Yerevan”. READ MORE

 

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

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

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

  • The Daily BriefAugust 14, 2025
  • Stratfor 2018 Second-Quarter ForecastMarch 11, 2018
  • Stratfor 2018 Annual ForecastDecember 26, 2017
More
EGF Featured Publication from Affiliated Expert Fuad Shahbazov
EGF Featured Publication from Affiliated Expert Fuad Shahbazov
EGF Featured Publication from Affiliated Expert Alan Whitehorn
EGF Featured Publication from Affiliated Expert Alan Whitehorn
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