Divergent Paths in the South Caucasus: Strategy, Survival, Retreat
The three South Caucasus states are responding to the same geopolitical shock with radically different resources, constraints, and choices.
The three South Caucasus states are responding to the same geopolitical shock with radically different resources, constraints, and choices.
The Trump administration’s success in brokering the Armenia-Azerbaijan deal demonstrates what’s possible when the United States engages seriously in the region. As the TRIPP corridor begins development, American policymakers would do well to look beyond immediate economic opportunities to the strategic landscape taking shape around them. The Caucasus is no longer Russia’s exclusive domain. The South has transformed. The North may follow, with consequences extending far beyond Russia’s borders.
Armenia faces significant challenges to its political stability and geopolitical security as it attempts a high-stakes strategic pivot away from its traditional Russian security patron and toward the West—a reorientation driven not by choice but by necessity, as the country finds itself militarily inferior, diplomatically isolated, and abandoned by unreliable security guarantors.
Since the summer of 2019, Georgia has cycled through periods of crisis and partial recovery, with the increasingly kleptocratic and authoritarian Georgian Dream (GD) government developing sophisticated methods to control public discourse and opinion. The fundamental question that Western policymakers can no longer avoid is: What is more important—a democratic Georgia or a cooperative, friendly Georgia? For years, these aspirations were aligned, but today they have diverged into mutually exclusive policy pathways, each carrying profound implications for regional stability and the credibility of Western engagement.
America needs an effective strategy for Greater Central Asia to enhance its competitive position in a region that will significantly impact the Russia-China relationship, geopolitical competition in Asia, and key resource markets including uranium, oil, and natural gas. The proposed strategy ensures open access in Greater Central Asia while securing opportunities for profitable American investment through technological partnership, resource development, and logistical facilitation.