Connect with us

Opinion

Can India be a winner in the trade war?

Avatar photo

Published

on

The repercussions of the new global trade war initiated by Donald Trump continue. In early April, he announced “reciprocal tariffs” on countries worldwide, ranging from 10% to as high as 49%. In this scenario, almost all countries would face a 10% tariff when selling goods to America. However, some specific countries, including India, experienced a special tariff shock. While Trump imposed a 34% tariff on China, for example, he announced tariffs exceeding 40%, almost reaching 50%, for some other Asian countries like Vietnam, Cambodia, Sri Lanka, and Laos. For India, this tariff was 26%. This means that even New Delhi, which had lowered tariffs on thousands of goods, recommended tariff reductions on half of its $23 billion imports, initiated trade talks, increased imports by $3 billion, and created nearly 500,000 job opportunities with over $40 billion in investment, could not escape the 26% (discounted) Trump tariff.

Tariffs are taxes imposed by a country on goods imported from another country. Donald Trump believes that American goods are unfairly tariffed by trade partners, which harms American companies. This is why he announced these controversial new tariffs to level the playing field. He escalated the trade war by increasing customs duties on China, which retaliated with a 125% tariff, to 145% (and announced today – April 16 – that he has raised it to 245%), while giving the rest of the world a 90-day pause. Yes, Trump’s trade war is now a duel between America and China. And now, Chinese President Xi Jinping is on a Southeast Asia tour to take measures against Trump’s tariffs. When elephants fight, the grass gets trampled. Yes, I know; the elephant is a favorite metaphor for India, but in this duel, the question is: Will India be the grass? Or, alternatively: Will it be a winner as a major swing country in the duel between these two? Let me state at the outset what I will conclude with: Frankly, this duel between America and China has opened up many possibilities for all swing countries, but New Delhi is one of the biggest and most important of them. Frankly, Delhi seems to be in a more advantageous position against Beijing, its biggest rival in trade. To be a winner, it needs to recommit itself to that Covid-era reform idea.

While evaluating crises often seems like a facile approach, it is generally a rational strategy in world politics. However, Delhi has not fully capitalized on such opportunities recently. Especially after Covid, many of the promises remained unfulfilled, and there were no tangible results from the proposed agricultural laws and labor codes. For example, Prime Minister Narendra Modi said in 2021 that the government would unconditionally transfer all business areas except strategic ones to the private sector, but there has been no mention of any privatization other than the Air India sale, which has been ongoing since 2017. There is still no word on the long-awaited reforms in the country. The Indian government had proposed a new economic agenda around two ideas: Atmanirbhar (self-reliance) and Make in India (domestic production model). Under this economic agenda, large amounts were allocated to production-linked incentives, and ease of doing business was promised. The first was partially implemented because production stagnated. However, some production-linked incentives were received, the most prominent being for iPhones. In the midst of the US-China trade war, this could strengthen New Delhi’s hand. Apple may now start shifting its production from China to India. This is at least a good example of a “plus one” against China. Taiwanese-based Foxconn has already moved some of its factories in China to India and started iPhone production. When it comes to ease of doing business, yes, India’s ranking has risen, but at a snail’s pace.

At least, given the Trump tariffs, there may be opportunities for New Delhi in American markets where China cannot compete. We mentioned Apple phones as the first example. However, when you look at the list of products Beijing exports to America, it is not difficult to estimate that there will be tens of billions of dollars worth of export possibilities available. The questions are: How quickly can India ramp up new production to turn this duel to its advantage? If customs duties are significantly reduced, is Indian production robust enough to survive? And what does the Indian government plan to do to ensure this? While subsidies are the first thing that comes to mind, they are expensive, and Trump may find them unfair and object. I am quoting the view of the US Trade Representative’s office on this matter verbatim: “India provides a wide range of subsidies and support to the agricultural sector, including credit subsidies, debt waivers, crop insurance, and input subsidies (such as fertilizer, fuel, electricity, and seeds) at both the central government and state government levels. These subsidies, which are a significant cost to the government, reduce the cost of production for India’s producers and have the potential to distort the market where imported products compete.”

Anyway, America was generally a duty-free economy, which provides Delhi with a $45 billion trade surplus. It is also true that America produces very little that it can export to India. The top two items in the export basket are mineral oils and precious stones. Manufactured goods, machinery and appliances, electrical, and optical equipment have a value of less than $8 billion. In contrast, India exports electrical and pharmaceutical products, which are the top two products on the export list, and the value of these products is more than three times higher, at $26.5 billion. Most of the rest that Delhi buys from America are agricultural products. This is exactly what Trump wants to boost. This directly benefits his farmer base as well. Everything Delhi grows on farms, from walnuts to edible oil, is tariffed at significant rates. Fish, meat, and dairy products are taxed so high that it is almost impossible for America to export them. And this is the only thing America produces in exportable surpluses.

The trade issue seems to be almost entirely limited to manufacturing and agricultural products, which means that services, which account for about 40% of India’s exports to America, are not included. Since none of them cross the border, they are not subject to customs duties. Somewhere in the article, I said that Delhi, which lowered tariffs on thousands of goods, could not escape the Trump tariff. Agriculture is critical for Trump, and Delhi must have realized that it cannot conduct trade by neglecting agriculture and lowering taxes on machinery, boilers, electronic devices, and precious stones, I think. If you look at the India section in the US Trade Representative’s report on restrictive practices of different countries, you can see that agricultural products are marked as non-tariff barriers. Also, the idea that India is an important partner and that the personal friendship between Modi and Trump will bring a special exemption to Delhi is often thought or repeated; however, looking at Trump’s attitude towards his other allies, I don’t think he thinks that way at all. Trump is playing hardball and is very likely to continue playing hardball. Lowering customs duties on non-agricultural goods was the easy part. However, considering Delhi’s traditional insecurities and protectionism, can India open up to milk and meat imports, for example? Furthermore, is milk and dairy production or meat production self-sufficient? Considering Delhi’s production protectionism and historical hesitations regarding agriculture, its task seems difficult. Perhaps the opportunity for agricultural reforms missed during the Covid crisis deserves a second chance for Delhi, and perhaps this superpower trade war, where its best friend and worst rival are showing their hands, is telling it that now is the perfect time.

Rhetoric such as being the fastest-growing major economy or the fifth largest and soon to be third, surpassing Japan and Germany, and the discourse of a manufacturing revolution that has been said to be coming for the last decade but has not yet materialized – or even gone backward – is certainly noteworthy. However, New Delhi, which seems to have moved away from the hard-won economic freedoms of the early 90s, appears to have returned to the belief that growth can be achieved through top-down methods. Higher tariffs have been seen returning in the last decade. You might be buying the world’s most expensive steel from India, for example. In the late 90s, the finance minister of the time said he had brought tariffs down to almost ASEAN levels. Increasingly powerful oligarchs are dividing market share and sectors. Does it work? Is the idea that state patronage will lead India to a manufacturing and export utopia coming to fruition? Take a look at government data: Despite the Make in India domestic production model, where Delhi invested over $26 billion in strategically important sectors to benefit from the exodus from China, the share of manufacturing in the Indian economy has declined compared to the service and agricultural sectors. Or, after the 10-year period of the Make in India initiative, you see that the share of manufacturing in India’s GDP in 2023-24 is exactly the same as in 2013-14: 17.3%. And it tends to be even lower this year. The contribution of manufacturing to job creation was slightly lower in 2022-23 compared to 2013-14; it was 10.6% in 2022-23 while it was 11.6% in 2013-14. Furthermore, while the real success in smartphone production may deserve celebration, the share of exports in its GDP has fallen from 25% in 2013-14 to 22.7% currently. Consequently, the growth rate of Delhi’s share in global exports has also slowed down.

Praveen Khandelwal, a Delhi-based businessman and ruling party member of parliament known for his lobbying activities, may be saying that the high tariff imposed on imports from China to America presents a significant opportunity for India’s trade and industry, and that they want to use this advantage against Beijing in most sectors, including electronics, auto parts, textiles, and chemicals. However, Delhi is dependent on Beijing for parts and equipment, lacks skilled labor, and incentive programs are also insufficient in many sectors where Delhi is competing with Beijing. The Chinese economy, which is five times larger than the Indian economy, is still a formidable competitor. In India’s case, Trump’s tariffs could be softened, or perhaps even completely removed (?); but in return, Delhi may need to offer more than the “tiny concessions” I mentioned in a previous article. It is clear that America expects more than “tiny gains.” While other countries that experienced a special tariff shock are trying to enter into negotiations for reciprocal tariff reductions during the 90-day grace period, New Delhi has already been at the negotiating table with America for some time, but this time Trump is a tough friend. The scale of Indian strategic vulnerability will be revealed by time.

Opinion

Ankara’s Second Summit: Twenty-Two Years On, NATO Returns to a Türkiye That Has Changed the Rules

Avatar photo

Published

on

Dr. Ahmed Moustafa Director & Founder, Asia Center for Studies & Translation, Egypt

Twenty-two years after Istanbul hosted NATO’s leaders in 2004, the Alliance has returned to Turkish soil, this time to the Beştepe Presidential Complex in Ankara, for a summit that arrives not as ceremony but as reckoning. The 36th NATO Summit, convened July 7–8, unfolds against a backdrop few of its architects in 2004 could have imagined: a Ukraine war grinding into its fifth year, a Middle East still smoldering from a direct US-Israel war with Iran, an American president openly questioning the value of the Alliance he is attending, and a host nation, Türkiye, that has quietly become indispensable to almost every crisis on NATO’s agenda.

Türkiye’s Moment: From Junior Partner to Power Broker

Hosting a NATO summit has always been a statement of strategic weight. But Ankara 2026 is different in kind. Türkiye arrives not merely as host but as leverage. Its defense-industrial base — anchored by companies like ASELSAN, which has attracted reported interest from global capital including BlackRock, with US Ambassador Tom Barrack said to be facilitating contacts and BlackRock’s Larry Fink having met President Erdoğan earlier this year — has positioned Türkiye as a rising node in NATO’s push for defense-industrial self-sufficiency. The Ankara Summit’s dedicated Defence Industry Forum, held alongside the political summit, underscores this: Türkiye is no longer simply a NATO member on the alliance’s southeastern flank but a manufacturing and innovation hub the Alliance now needs.

This is Erdoğan’s leverage point. As European allies scramble to meet the 5% GDP defense-spending pledge agreed last year, with 3.5% earmarked for core defense and 1.5% for resilience and infrastructure, Türkiye has positioned Ankara as a “delivery checkpoint” — a moment to translate commitments into contracts, and contracts into Turkish industrial gain. Analysts covering the summit have openly asked whether the gathering represents collective security or, in effect, the largest commercial handshake in Turkish defense history.

The Russia-China Question: Hedging in Plain Sight

Türkiye’s balancing act is not new, but it has rarely been more visible. Even as Ankara hosts NATO’s leaders, Foreign Minister Hakan Fidan met his Russian counterpart in Moscow only weeks earlier, part of a pattern of parallel engagement that Ankara has never fully abandoned since the Ukraine war began. Türkiye continues to occupy a unique lane inside NATO: a member state that supplies Kyiv with Bayraktar drones while keeping Black Sea diplomatic channels to Moscow open, and one that has deepened economic and energy ties with both Russia and China without triggering the kind of alliance discipline applied to smaller members. For Ankara, NATO membership and multi-alignment with Moscow and Beijing are not contradictions to be resolved but assets to be managed simultaneously — a posture that gives Turkish diplomats outsized room to maneuver at exactly the summit meant to reaffirm collective unity.

Ukraine: Sustaining a War Without an End

The degraded state of the Ukraine war looms over every session in Ankara. NATO is expected to affirm a pledge of roughly €70 billion in military equipment, assistance, and training for Ukraine in 2026, with allies committing to sustain at least equivalent levels into 2027. Yet the summit convenes amid reports that Italy has been resisting parts of the Ukraine funding language in the draft communiqué, exposing cracks in what NATO officials insist remains a “unity summit.” President Trump is scheduled to meet Ukrainian President Volodymyr Zelenskyy on the sidelines, following recent phone calls in which Trump suggested renewed prospects for a negotiated peace — even as fighting continues largely unabated and Zelenskyy has publicly flagged what he considers European inaction.

Ankara’s Trade-Off Amid the US-NATO Rift Over Iran

The most consequential subtext of this summit may be the still-raw rupture between Washington and its allies over the Strait of Hormuz. Since the US-Israel war against Iran erupted in late February — triggered by the killing of Supreme Leader Ali Khamenei — Iran’s closure and periodic re-closure of Hormuz has convulsed global energy markets. When Trump called on NATO, China, Japan and South Korea to help secure the strait militarily in March, every ally declined; Germany’s defense minister flatly stated it was not Europe’s war. Trump responded by calling NATO’s refusal a “very foolish mistake” and describing the Alliance, without American backing, as a “paper tiger.”

That rift has not healed; it has merely gone quiet enough to allow a summit to proceed. A ceasefire and blockade-lifting memorandum signed in June eased the crisis, but Iran has since signaled it will impose transit fees on Hormuz shipping, with “special treatment” reportedly reserved for friendlier states — a policy Washington rejects as unworkable for any lasting deal. Strait security is now formally on this week’s NATO agenda, even though the underlying disagreement over burden-sharing on Iran was never resolved, only overtaken by events. This is the trade-off Turkish politicians are positioned to exploit: Ankara can offer itself as an indispensable interlocutor — bridging Washington’s frustration with European reluctance — while extracting defense-procurement access and diplomatic capital in return, precisely the kind of transactional leverage Erdoğan has cultivated throughout the crisis.

The Middle East Overhang: Syria, Lebanon, and a Widening Israel Rift

Türkiye’s regional posture will shape the summit’s Middle East undertone as much as any formal session. President Trump is set to hold a separate bilateral meeting in Ankara with Syrian President Ahmed al-Sharaa, the former rebel commander now leading Damascus. The meeting follows Trump’s repeated suggestion — first floated at the G7 — that Syrian forces could take on Hezbollah in Lebanon more effectively than Israel, a proposal al-Sharaa has consistently declined, insisting Damascus seeks only economic channels with Beirut, not a military role reminiscent of Syria’s decades-long occupation of Lebanon. The subtext is unmistakable: Washington is testing whether it can redirect regional security burdens away from an Israeli campaign in Lebanon that has produced significant civilian casualties, toward a Syrian government still consolidating power after Assad’s fall — a maneuver that would simultaneously ease pressure on Israel and open a new channel of US engagement with post-Assad Syria, independent of Iran.

Layered atop this is an open diplomatic rupture between Ankara and Jerusalem. Foreign Minister Hakan Fidan, in a CNN Türk interview days before the summit, described Israel’s policies and mindset as “a burden that humanity can no longer bear” and called for international sanctions, accusing Israel of perpetrating mass killing in Gaza. Israeli Foreign Minister Gideon Sa’ar branded the remarks “textbook incitement to genocide,” a charge Germany’s foreign minister also distanced himself from as unacceptable rhetoric, while President Isaac Herzog denounced the comments as antisemitic. Erdoğan, for his part, dismissed Israeli criticism as an attempt to deflect from its own conduct in Gaza. That this exchange erupted just as NATO’s Israeli-aligned members prepare to sit alongside Türkiye’s delegation adds a genuinely awkward undercurrent to an Alliance summit ostensibly focused on Russia and defense spending — and gives Ankara another card to play: positioning itself as the Muslim world’s most vocal NATO-member critic of Israel, a role with real currency across the Arab and Islamic world even as it strains Türkiye’s Western alliances.

The Palestinian Case and Arab Coordination

For Cairo, Islamabad, Doha, and Riyadh, the Ankara summit is being watched less for its Ukraine communiqué than for what it signals about regional alignment on Gaza and the Palestinian file. Egypt, Qatar, Pakistan, and Saudi Arabia have each played mediating or coordinating roles throughout the Iran crisis and its regional spillover — Islamabad brokered ceasefire talks during the Hormuz confrontation, while Qatar helped facilitate a Lebanon ceasefire alongside the United States and Iran. That same quartet’s coordination on Gaza reconstruction, Palestinian statehood diplomacy, and pressure against further escalation in Lebanon is likely to intensify in the summit’s aftermath, particularly if Fidan’s confrontational posture toward Israel hardens into a broader Turkish push to rally Muslim-majority states — inside and outside NATO — around a unified Palestinian position. Whether Ankara’s rhetoric translates into coordinated Arab-Turkish diplomatic action, or remains a unilateral Turkish gesture aimed at domestic and regional audiences, will be one of the more consequential open questions to emerge from a summit meant, on paper, to be about Russia and the Atlantic alliance — and that has become, in practice, a referendum on how far Türkiye’s ambitions now extend.


This analysis draws on reporting from NATO’s official summit documentation, Reuters, the Congressional Research Service, The National, The Jerusalem Post, Al Arabiya, and other outlets covering the Ankara Summit as of July 7, 2026.

Continue Reading

Opinion

The Story Left Untold in the Summit Hall: The True Price of NATO Membership

Published

on

As NATO leaders gather in Ankara on July 7–8 for the 36th summit, the official narrative remains undisputed: facing the threat of Soviet invasion, Türkiye entered the alliance through its heroic trial in Korea, thereby securing its safety. My study of more than one thousand documents from the Diplomatic Archive of the Ministry of Foreign Affairs of the Republic of Türkiye—recently opened to researchers—reveals that neither of the two primary pillars supporting this narrative rests on a documentary foundation. First: now-accessible Soviet archives reveal that Moscow never possessed an operational plan to invade Türkiye. Second: Türkiye did not enter NATO by taking refuge under a security umbrella, but by staking the blood of its own sons in the United States’ war in the Far East. And the heaviest, most enduring toll of this bargain was levied on a relationship that Ankara needs most today: China.

UN Turkish Memorial Cemetery, Busan

There Was No Invasion Plan: There Was Fear, Error, and Opportunism

First, let us correct the record on the Soviet question. The demands conveyed by Molotov to Ambassador Selim Sarper in June 1945—a military base on the Straits, and the retrocession of Kars and Ardahan—were real, and they represented a historic blunder of Soviet diplomacy; there is no defending them. Yet, the Soviet archives opened after 1990, along with Jamil Hasanli’s archival reconstructions in Azerbaijan, document a critical truth: Moscow never drafted an operational plan to seize Kars and Ardahan; the 1945 demands were a maximalist opening gambit, one which even the Kremlin itself saw little prospect of being accepted. Stalin’s retreat during the Straits Crisis of August 1946 was likewise the product of cautious calculation rather than military intent. These same archives reveal how reluctant Stalin was even in Korea: he systematically rejected Kim Il-sung’s requests to launch an attack throughout 1949, and when he finally gave his approval in January 1950, he did so on the strict condition that no major risks would be taken.

Ankara’s fear was genuine—a fear that had accumulated since the Molotov-Ribbentrop negotiations of 1939 and can be consistently traced through archival documents; to claim that the public was deceived by a manufactured threat narrative would be a disservice to the historical record. But the sincerity of that fear does not mean the response to it was wise. Washington turned the anxiety spawned by this egregious Soviet diplomatic error into the mortar for its own bloc architecture: it excluded Türkiye from NATO in 1949, and then set the price for cracking open the door. That price was Korea.

UN Turkish Memorial Cemetery, Busan

An Entrance Fee Paid in Blood

The archives document beyond a shadow of doubt that the Korean decision was not an act of UN idealism, but a clear trade-off. Bound by no treaty obligations, Ankara decided on July 22, 1950—after deliberations lasting less than a single day—to dispatch a brigade of 4,500 troops to the front under US command. Six days later, UN Permanent Representative Sarper publicly voiced the demand for entry into the Atlantic Pact; the minutes of his meeting with Secretary-General Trygve Lie explicitly articulate this expectation of reciprocity. As the documents demonstrate, the structural decision to admit Türkiye into the Atlantic system was effectively communicated to Ankara on November 1, 1950—that is, before the Battle of Kunu-ri, but well after Turkish blood had been placed on the bargaining table. The Turkish soldier—the Mehmetçik—was made to fight against the forces of a nation that posed no threat to Türkiye, on a peninsula where Türkiye had no national interests, all for the bloc consolidation of a superpower. To call this a success story is to write a panegyric not to those who shed their blood, but to those who sent them to shed it.

The Core of the Cost: China

The least discussed and most permanent consequence of this trade-off is the rupture with China—and herein lies the true tragedy of the story. For the two peoples pitted against one another were the standard-bearers of the twentieth century’s two great anti-imperialist struggles. As my own research demonstrates, the Chinese press of the 1920s and 30s—most notably the Shenbao—closely followed Mustafa Kemal’s Türkiye as the birthplace of the first victorious war of national liberation against imperialism, viewing Kemalist modernization as a source of inspiration for their own national awakening. A quarter of a century later, the children of these two peoples were firing bullets at each other at Kunu-ri and Kumyangjang-ni—on a front drawn by Washington that served the historical interests of neither.

Ankara’s anti-China engagement was not confined to the battlefield. While Britain recognized the People’s Republic of China in January 1950, Türkiye remained anchored in the American-led non-recognition camp. In February 1951, Türkiye was at the forefront of supporting the UN resolution declaring China an “aggressor”; in an environment where even Britain and the Dominions sought moderating formulas, Ankara aligned itself with the harshest stance, driven by a reflex—plainly legible in archival correspondence—to “appear on the side of the majority.” When a strategic embargo was being prepared against China in May 1951, Türkiye chaired the relevant committee. Even the “Chinese Ambassador” whom Foreign Minister Köprülü received in Ankara on the final day of December 1950 represented Taipei, not Beijing. The result: while bridges were burned with Soviet Russia, which had been among the first to extend a hand of friendship to Ankara during the War of Independence, relations with China—the other great nation of anti-imperialist struggle—were frozen before they could even begin. Türkiye would not recognize the People’s Republic of China until 1971. As a researcher living in China, I must add this: the Korean War—known in the Chinese memory as the “War to Resist America and Aid Korea”—is an integral part of China’s founding epic, and Türkiye’s role in that war is far more vivid in the historical memory of our Chinese interlocutors than we tend to assume.

The Other Legacy of the Same Alignment: The Xinjiang File

Another enduring consequence of this bloc choice was gestated during those very years. With the establishment of the People’s Republic of China in 1949, political figures who departed Xinjiang—led by Isa Yusuf Alptekin, the former secretary-general of the provincial government, and Mehmet Emin Buğra, a former provincial administrator—turned their gaze toward Türkiye. In 1952, the Ankara government issued a decree admitting thousands of Xinjiang emigrants arriving via Kashmir, and over the subsequent decades, Istanbul became the global epicenter of this diaspora. The Turkish public’s embrace of these people was rooted in a genuine sense of kinship, a sentiment that is not in itself open to criticism. What must be critiqued, however, is the coopting of this humanitarian issue into the bloc architecture of the Cold War: the diaspora movement was politicized within the ecosystem of the American-guided anti-communist networks of the era, becoming institutionalized as part of Türkiye’s anti-China alignment. Thus, an inherently legitimate bond of kinship was transformed into an instrument of great-power rivalry—giving rise to the most sensitive file between Ankara and Beijing today: an issue that Beijing interprets as a matter of territorial integrity, while Türkiye perceives it through the lens of kinship and humanitarian concern, making it the area where the two capitals find it hardest to understand one another. Contrary to popular belief, the roots of this file do not lie in the 1990s, but extend back to those three years when NATO membership was purchased with blood. Unless Türkiye learns to approach this issue not as a leverage point between its own conscience and its relations with China, but as a historical legacy that the two nations must discuss directly and honestly, it will remain vulnerable to the instrumentalization of this file by third parties.

1953: The Pretext Evaporates, the Dependency Remains

The final act of the story is the one least favored by the official narrative. Stalin died on March 5, 1953. On May 30, 1953, the Soviet government, in an official note to Türkiye, explicitly renounced its claims on Kars and Ardahan, as well as its demands for a revision of the Straits regime; it acknowledged that Soviet security could be ensured under conditions compatible with Türkiye’s sovereignty. In later years, Moscow would go even further through Khrushchev, admitting that the Stalin-era demands were a mistake and that this very error had driven Türkiye into the American alliance. In other words, the entire rationale for NATO membership was retracted in writing by its very source, a mere fifteen months after Türkiye joined. Yet membership was not retracted; the blood had already been spilled, the architecture of dependency had already been constructed, and the door to China had already been shut. The threat was temporary; the commitments, the bases, and the closed doors became permanent.

The Real Question for the Summit

The question that will not be asked in the Ankara summit hall, but which urgently demands an answer, is this: as a nation celebrates the seventy-fifth anniversary of a membership purchased by shedding blood on a front entirely divorced from its own historical struggle, against an invasion plan that never existed, when will it take stock of the doors that very membership closed in Asia? If Türkiye is today discussing an agenda that ranges from trade with China to the Middle Corridor, it is in fact attempting to repair a relationship that was sacrificed in 1950–52 for the account of a superpower. As the world is once again dragged into bloc politics, the lesson of history is clear: security acquired by offering blood to fuel the wars of great powers is not security at all, but a dependency whose price is paid across generations. For those who remember that anti-imperialism was the founding experience of this land, the most meaningful agenda for the summit should not be the expansion of NATO, but Türkiye’s resolve to forge relations on the basis of equality with all quarters of its own geography—including China.

Continue Reading

Opinion

The Armenian elections, the Caucasus, and great power competition

Avatar photo

Published

on

As anticipated, the general elections held in Armenia on June 7 resulted in a victory for the Civil Contract Party, led by Prime Minister Nikol Pashinyan, which secured approximately half of the vote. Equally expectedly, despite this victory, the party fell short of a constitutional (two-thirds) majority. This political landscape is poised to yield significant ramifications, not only for Armenia’s domestic politics but also for regional dynamics and the overarching great power competition in the Caucasus.

Why so?

Let us examine the reasons point by point:

First, despite suffering a crushing military, political, and diplomatic defeat over Karabakh—a conflict widely recognized as Azerbaijan’s just and legitimate cause—Pashinyan retained robust public support. In the wake of this defeat, his vision of a “real Armenia” rather than an “imaginary” one, combined with his intention to swiftly normalize relations with Azerbaijan and Türkiye, and his promises of economic revitalization and prosperity, clearly resonated with the electorate.

Second, upon assuming office, Pashinyan underestimated Russia’s geopolitical weight in the region, placing excessive trust in the West, specifically US and European imperialism. Observing this, Russian President Vladimir Putin chose not to chastise Pashinyan directly; instead, by refusing to restrain Azerbaijan or prevent Baku from delivering a decisive blow to Yerevan, he forced Pashinyan to confront geopolitical realities.

Third, Russia maintains a formidable presence within Armenia’s domestic politics, economy, and security apparatus, compounded by the vast Armenian diaspora residing in Russia. It is impossible for Pashinyan to dismantle this entrenched reality overnight. For a country of roughly three million people, spanning a mere 30,000 square kilometers, and burdened with a fragile economy, the structural dependency is stark: Armenia sends 90 percent of its exports to Russia, relies entirely on Russian natural gas (secured at a fraction of the price paid by European nations), and has an estimated two million citizens living in Russia. Consequently, Pashinyan cannot afford to escalate tensions with Moscow, even if he were inclined to do so. This explains why, prior to the elections, he announced that his first state visit upon victory would be to Moscow, with Brussels to follow. Despite receiving significant backing from the United States and Europe, his designation of Moscow—which actively supported his domestic opposition—as his premier foreign destination demonstrates that he has, to some extent, internalized the lessons of his early leadership failures since 2018.

Fourth, while Armenia remains eager to cultivate the closest possible relations with NATO and harbors aspirations for European Union membership, Russia has countered this ambition by making it clear that Armenia cannot simultaneously belong to both the Eurasian Economic Union (EAEU) and the EU, forcing a choice between the two. Given Armenia’s geographic isolation, trade structures, energy dependence, and Russia’s pervasive influence over Yerevan, the country is in no position to easily abandon the Eurasian Economic Union.

Fifth, Pashinyan believes that a rapid normalization of relations with Türkiye and Azerbaijan will dismantle the Armenian diaspora’s leverage over Armenia’s domestic and, in particular, foreign policy. In doing so, he hopes to place Yerevan’s relations with Western nations on a healthier, more pragmatic footing.

Sixth, Armenia’s relations with Georgia are also fraught, overshadowed by historical mistrust and remaining tepid at best. Consequently, while Armenia struggles with varying degrees of tension and complex issues with Türkiye, Azerbaijan, Russia, and Georgia, it possesses only one neighbor with whom it shares amicable ties: Iran, with which it shares a brief 44-kilometer border. Yet, preoccupied with its own severe domestic and international crises, Tehran is currently unable to offer much meaningful attention or support to Yerevan, despite years of historical alignment.

Ultimately, this new era in Armenian politics carries profound implications, not merely for the nation itself, but for the wider region and the grand strategy of the major powers—specifically the geopolitical rivalry between the United States and Russia in the Caucasus.

Continue Reading

MOST READ

Turkey