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EGF
The European Geopolitical Forum

Saturday 13 December 2025

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Publication
Türkiye’s Policy in the South Caucasus: Navigating Normalization Efforts Amid Ankara’s “Azerbaijan First” Policy

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

The Second Nagorno-Karabakh War in 2020 and ensuing geopolitical developments revealed the paradoxes behind Türkiye’s motivations in the South Caucasus. This report examines the main directions of Türkiye’s foreign policy in the region, building on insights from desktop research, 18 interviews, and other convening opportunities.
Key findings:

  • The importance of the South Caucasus for Türkiye is underestimated. The region has strong significance for Ankara from both a geopolitical and geoeconomic perspective.
  • Türkiye’s policy in the South Caucasus is, and will likely remain, based on its strategic alliance with Azerbaijan and can be articulated as an “Azerbaijan first” policy.
  • Azerbaijan–Türkiye ties consist of heavy interdependencies in many fields, from political to social and economic, rather than a “big brother/small brother” dynamic. If land access from Azerbaijan to Nakhijevan—and then directly to Türkiye—via Armenia’s Syunik region is established, Türkiye may lose any incentive to continue normalization and open borders with Armenia.
  • Türkiye sees Russia as “an unavoidable evil” that will remain a constant factor in South Caucasus geopolitics, and Ankara aims to manage its relationship with Moscow, establish a Russia–Türkiye condominium, and substantially limit the presence and influence of the US, the EU, and NATO in the region. READ MORE

  • EGF Editor  |  Опубликовано на EGF: 12.12.2025  |  External Relations
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India at COP30: A Mismatch Between Grandstanding and Climate Action

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

India’s climate policy must demonstrate real achievements vis-à-vis fossil fuels while highlighting modest gains in the realm of green energy.
After attending COP30, the United Nations climate summit at the Brazilian city of Belem, India’s Environment Minister Bhupender Yadav declared on November 30 that the summit was “a significant milestone in advancing equity and climate justice.” He added that India had “achieved all its major goals at the global negotiations and its positions are reflected in all major decisions.” Despite this self-congratulatory message and India’s attempt to anoint itself as the leader of the developing world, New Delhi’s track record remains contradictory. Some impressive achievements sit alongside major loopholes in India’s climate policy and practice. As the Global South struggles to convince the developed world to play its part in climate financing, India has to do more to chart out a clear roadmap for reducing carbon footprints. READ MORE

  • EGF Editor  |  Опубликовано на EGF: 12.12.2025  |  Energy
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High Stakes in India’s Refusal to Send Former Bangladesh PM to Trial

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

A carefully worded extradition treaty means New Delhi can hedge its bets, but it should be prepared for blowback.
"This is quite a game, politics. There are no permanent enemies, and no permanent friends, only permanent interests.” On the face of it, this adage is being turned on its head by New Delhi, which has ignored Dhaka’s December 2024 request to extradite former Bangladesh prime minister Sheikh Hasina and former home minister Asaduzzaman Khan Kamal. However, it’s not just friendship with the former prime minister that could be shaping India’s current policy towards Dhaka. As bilateral relations have dived in recent months, New Delhi could be relying on Hasina to reverse-engineer Bangladeshi politics that have slipped out of India’s sphere of influence. That strategy, however, is fraught with risks. Not only might the outcome be counterproductive, but it also raises questions about policy towards its neighbourhood, where New Delhi has constantly struggled to find a friendly foothold despite its neighbourhood first policy. READ MORE

  • EGF Editor  |  Опубликовано на EGF: 05.12.2025  |  External Relations
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How China Shapes the Drone Divide in the Russia-Ukraine War

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

The war in Ukraine has evolved into a complex geopolitical conflict while demonstrating the transformative role that drone technology has played in shaping the course of the war. Following the Russian invasion of Ukraine in 2022, the Ukrainian Armed Forces began to actively embrace modern warfare technology, especially the use of First-Person Drones (FPVs) which were critical in inflicting grave damage on Russian forces using ‘meat grinder’ tactics to storm Ukrainian front-line positions. In the past two years, Ukrainian forces have used FPV drones for real-time intelligence and reconnaissance of Russian positions and troop movements while also deploying cost-effective “kamikaze” drones to target Russian recruits, tanks, howitzers, and other armoured vehicles. Although drone technology is now a core part of Ukraine’s struggle against Russian intervention, Kyiv initially faced an acute shortage of unmanned aerial vehicles (UAVs) in the early stages of the war, while the requirements of its frontline forces were partially met by civilian drones, mostly produced by the Chinese company DJI. READ MORE

  • EGF Editor  |  Опубликовано на EGF: 05.12.2025  |  Security
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Taking up Maritime Security Challenges and Stakes : A European Governance Mechanism?

Taking up Maritime Security Challenges and Stakes : A European Governance Mechanism? By Jean-Marie L’HUISSIERE, independent consultant and expert on European maritime policies

While the European Union (EU) benefits today from a large regulatory acquis and from a vast experience in maritime operations and programmes, efforts must go on with regard to coordination and consistency to overcome sectoral divisions and increase efficiency. Taking up challenges and stakes in the maritime domain requires to implement concretely the integration principles and the comprehensive approach, by coordinating the use of both civilian and military resources and capabilities available to the EU. […] An initiative aiming at establishing an inter-institutional mechanism for maritime governance at strategic level opens prospects in this direction. READ MORE

  • EGF Editor  |  Опубликовано на EGF: 05.12.2025  |  Security
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Modi Courts Putin with an Eye on Trump’s Disapproval

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

Strategic autonomy worked when Washington was indulgent. Now India must choose what matters more. It may be no more than an annual ritual: the Indian Prime Minister and the Russian President meeting each other alternately in either country. However, the current geopolitical churn creates a special interest in Vladimir Putin’s impending visit to India, tentatively planned for the first week of December 2025, to attend the 23rd India-Russia Summit. He is expected to devote a large part of his meeting with Narendra Modi to finding ways to keep the strategic relationship alive amid New Delhi’s continuing attempts to arrive at a compromise trade deal with Donald Trump’s America. Unlike Putin’s India visit in 2021, which was a quieter affair, New Delhi is now laying out the trappings to greet the Russian President. Although the visit may not witness the grand optics mostly reserved for US leaders, a slew of preparatory visits by senior officials from either side are underway to make Putin’s official trip appear out of the ordinary. READ MORE

  • EGF Editor  |  Опубликовано на EGF: 25.11.2025  |  External Relations
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TRIPP/Zangezur Corridor Must Serve both Peace and Connectivity

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

The Zangezur Corridor – recently rebranded as the Trump Route for International Peace and Prosperity (TRIPP) — has become one of the most discussed and debated infrastructure projects in Eurasia. Stretching 43 kilometres through Armenia’s Syunik Province, it promises to reconnect mainland Azerbaijan with its Nakhichevan exclave and, through Türkiye, to Europe. It is a project of logistics and trade — a corridor capable of shortening cargo transit from Asia to Europe from 18 days to 12 along the Middle Corridor, reducing dependency on maritime choke points, and creating new opportunities for growth across the South Caucasus. In practice, however, the TRIPP risks becoming a stage for geopolitical contestation unless regional actors ensure that its purpose remains economic, inclusive, and depoliticized. READ MORE

  • EGF Editor  |  Опубликовано на EGF: 13.11.2025  |  Security
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Will a Trade Deal Repair India-US Ties?

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

Existential differences and longstanding distrust make the current normalisation of relations deeply unstable.
New Delhi’s optimism about Trump’s return has given way to punitive tariffs, stalled negotiations, and diplomatic drift.
For the past several months, Indian negotiators have been trying, albeit unsuccessfully, to finalise a trade deal with the United States. On several occasions, negotiators, including India’s commerce minister and its chief economic adviser, have hinted at an impending breakthrough. Advanced-stage negotiations have been cited, or even an “intuition” that the bilateral trade agreement could be signed before 30 November, and that it would lower the punitive 50% tariff imposed by the Trump administration on Indian imports to about 10-15%. While “hope still floats” in New Delhi, there is an overall assessment that India-US relations are in a downward spiral and will struggle to recover. The non-conclusion of the trade deal is an unexpected development for the government in New Delhi, which seemed to have preferred the return of a Republican administration in Washington, one that doesn’t make human rights, religious and press freedoms important pillars of its foreign policy. However, after taking office, Trump unveiled a vastly different India policy that essentially wipes out the fond memories of his first term. READ MORE

  • EGF Editor  |  Опубликовано на EGF: 13.11.2025  |  External Relations
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Is the India–China détente real?

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

Existential differences and longstanding distrust make the current normalisation of relations deeply unstable.
This week (editor’s note: i.e. October 24- 28, 2025), India’s private airline Indigo flew one of its A320 planes from Kolkata to Guangzhou. It was the first direct flight from India to China in five years, following its halt during the Covid-19 pandemic and the souring of relations between the two neighbours in 2020 amid the border standoff that extended the freeze. In November, more flights, including Chinese carriers, will take to the sky, connecting New Delhi with Chinese cities. The resumption of direct air services is part of the increasing number of confidence-building measures undertaken by both countries to move past a history of distrust and adversarial relations. A détente is seemingly underway. However, on closer examination, the embrace appears more cautious and fragile. In recent months, both sides have unveiled more confidence-building measures. READ MORE

  • EGF Editor  |  Опубликовано на EGF: 07.11.2025  |  External Relations
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Russia’s Exclusion from Joint Caspian Drills Shows Regional Shift

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

On October 25, Azerbaijan participated in the Nusret-2025 Invitation Exercise, a joint military drill held in the Gulf of Soros in Türkiye. The exercise aimed to strengthen cooperation between the Turkish Naval Forces and the naval forces of friendly and allied countries, such as Azerbaijan. This is the latest example of Azerbaijan’s partnership with Türkiye in strengthening its naval forces. The Caucasus region, particularly the Caspian littoral, is emerging as a focal point of geopolitical competition amid rising tensions between Russia and the West. The Caspian, often referred to as a “Russian lake” during the Soviet era, has presented new challenges to Russia’s regional dominance since 2022. Until the 2020s, Russia remained the most powerful naval power in the Caspian Sea, despite Kazakhstan, Azerbaijan, and Iran systematically enhancing their naval capabilities over the past three decades. Russia’s full-scale invasion of Ukraine in 2022, as well as regional conflicts and reordering, have exacerbated Moscow’s declining leverage and hegemony in the South Caucasus and Central Asia. READ MORE

  • EGF Editor  |  Опубликовано на EGF: 07.11.2025  |  Security
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Dr. Marat Terterov, Co-founder of the EGF, and Dr. George Vlad Niculescu, Head of Research, contributed to a newly published volume on: “Building Resilience against Human Security Threats and Risks: From Best Practices to Strategies” The volume was produced by the National Defence Academy of Austria in collaboration with the PfP Consortium of Defence Academies and Security Studies Institutes. It brought up multi-disciplinary arguments explaining how education fostered resilience by equipping people with the knowledge and skills to navigate risks and adapt to new challenges. This Handbook addressed risks and threats associated with climate change, energy, demographic, food, water, medical and financial security, human trafficking, cyber security, hybrid threats, psychological manipulation, violence in the digital domain, ethnic violence in unresolved conflicts, economic fragmentation, and trade disruptions in the South Caucasus and beyond. Regional cooperation is essential for building resilience against human security risks and threats, since effectively addressing many of them, including conflicts, environmental crises, pandemics, and transnational crime, require collective action that transcends national borders. READ MORE

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

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

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

 

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

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

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

  • The Daily BriefDecember 5, 2025
  • Stratfor 2018 Second-Quarter ForecastMarch 11, 2018
  • Stratfor 2018 Annual ForecastDecember 26, 2017
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EGF Featured Publication from Affiliated Expert Fuad Shahbazov
EGF Featured Publication from Affiliated Expert Fuad Shahbazov
EGF Featured Publication from Affiliated Expert Alan Whitehorn
EGF Featured Publication from Affiliated Expert Alan Whitehorn

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