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Cold winds in the Modi-Trump friendship

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When Trump was sworn in for his second presidency in January, India was leading the pack among countries with the most positive expectations for its relationship with America. However, that doesn’t seem to be the case. It’s true that there has always been an air of optimism in the relationship between the two countries. And frankly, this optimism is fueled by a high level of bipartisan consensus in Washington on deepening bilateral ties. Even more visibly, there’s the belief that Modi and Trump share compatible worldviews. Both are strong populist leaders who view China and radical Islam as existential threats. And both are, at their core, economic nationalists. Moreover, India is in a unique position: it is neither an ally nor an adversary of America. Consequently, it wasn’t subjected to Trump’s wrath like others were.

However, Trump, who is now trying to broker another ceasefire in Ukraine, is leveling harsh threats against India over its trade with Russia. He said that because Delhi’s “massive” oil purchases are financing the “Russian War Machine,” it would face tariffs far heavier than the 25% imposed last week.

Historically, India purchased most of its oil from the Middle East, including Iraq and Saudi Arabia. But things changed after Russia’s invasion of Ukraine in February 2022. India, the world’s third-largest crude oil importer after China and the US, began to snap up Russian oil, which was being sold at discounted prices following its shunning by some in the West. Before the war in Ukraine, Russia accounted for only 0.2% of India’s oil imports, but it has since become its largest supplier, providing a share of between 35% and 40%. In July alone, Moscow supplied 36% of the crude oil imported by India, which is then refined into fuels like gasoline and diesel.

And yes, amidst all the sanctions, New Delhi remains one of the leading buyers of Russian crude, and over 50% of India’s active military platforms are of Russian origin. And yes, what’s even more ironic is that amidst the war and sanctions, Delhi, which buys Russian oil on the cheap, is exporting it at a profitable price to Europe—the very continent that cannot buy it due to Trump’s sanctions.

As Trump said, again in a social media post, he accused India of buying “large quantities” of oil from Russia and then “selling it on the Open Market for big profits.” He added, “They don’t care how many people the ‘Russian War Machine’ is killing in Ukraine…”

Furthermore, there is the threat of a 200% tariff on pharmaceutical imports, which is significant for India as a leading supplier of generic drugs to the US, and a 10% tariff on BRICS member countries for pursuing “anti-American” policies. Washington also announced that it has imposed sanctions on some Indian entities and individuals for trading with Iran.

IN SHORT, the developments of the last week or two, in particular, both show how sentimental Delhi’s expectations for the bilateral relationship were and call the Modi-Trump friendship into question. It seems that this time, Trump has started to brandish a bigger stick. And remember, while threatening to impose 25% tariffs on India, he used some harsh and mocking language that did not sit well with Delhi at all: he described India as a “dead economy,” for example. And he portrayed it as a country that does “very little business” with the US and has the “heaviest and most egregious non-monetary Trade Barriers of any country.” This could just be a bluff aimed at securing a profitable deal for America in the midst of trade negotiations, given that Trump’s style of address is now well-known. Or it could be a warning to India.

Frankly, the “reciprocal” tariffs Trump announced in April had given rise to cautious optimism in Delhi, with the belief that they would allow for some trade diversion from China and other countries whose supply chains are heavily exposed to China, especially in South and Southeast Asia. India’s Commerce Minister, Piyush Goyal, for instance, had described Trump’s tariffs as a “once-in-a-lifetime opportunity.” Corroborating this view, Apple announced it was shifting its iPhone production for the American market from China to India.

Amid expectations that India would be one of the first countries to sign a trade deal with America, Delhi maintained its positive attitude. So much so that some circles in Delhi even held the view that Trump’s tariffs could be a “blessing in disguise,” acting as a catalyst to accelerate India’s much-needed economic reform agenda. Let me add a similar note here from Indian history by pointing out that previous external shocks, from the 1991 balance of payments crisis to the economic sanctions following its 1998 nuclear tests, had triggered the country’s first generation of reforms.

Now, the mood seems to have shifted. Cold winds are blowing in the Modi-Trump friendship and/or India-America relations. In fact, the mood had already changed with Trump’s stance on the recent India-Pakistan conflicts. Although Delhi denied it, Trump’s claim in May to have mediated a ceasefire between the two countries, coupled with his efforts to deepen relations with Pakistan by hosting Pakistan’s Chief of Army Staff Asim Munir at the White House in June and making resource and cryptocurrency deals with Islamabad, had triggered the chill between Delhi and Washington. The fact that Trump announced a trade deal with Pakistan on the same day he announced tariffs on India was the salt in the wound.

Trump may appear to have reversed the US’s more conciliatory approach towards China from his first term, but Delhi now fears that Washington might seek a “deal” with China. Let me say this very clearly: despite the deepening India-America relations, or no matter how deep they become, there is always a fear of strategic abandonment in both countries. However, let me also state clearly that Trump’s recent outbursts will not change the overall trajectory of the bilateral relationship. In other words, the relationship will continue with two steps back for every one step forward. Or we could call it a “cautious embrace.” But on Delhi’s side, the inclination for this has undoubtedly diminished. Even if a trade deal is reached, Delhi’s deep-seated, long-standing mistrust of America has once again been reinforced.

However, it should not be overlooked that India also maintains extremely close, friendly, and strategic relationships with countries with which America and the West have a difficult history, including Russia and Iran. And America may have started to question why it has done so much for Delhi; recall the civil nuclear deal or the support for India’s G20 presidency or its bid for a permanent seat on the UN Security Council—recall all of it. Trump may now be trying to tell Delhi, “Your free pass is expiring; it’s time to fall in line.” In other words, as I said at the beginning, he is starting to wield the stick more forcefully. Trump has likely had his fill of India’s “strategic autonomy” mantra [a core principle of Indian foreign policy], or is about to. Of course, Delhi is aware of this, which has led to discussions about the revival of the long-dormant RIC (Russia-India-China) trilateral and Modi’s probable attendance at the Shanghai Cooperation Organisation Summit in China this month. If Delhi realizes that its relationship with America is not as special as it perceived, the cold winds in bilateral relations could blow even stronger.

The Modi administration, currently engaged in tough negotiations with Trump’s team for a trade deal that balances India’s protectionist system with opening its market to more American goods, is thoroughly displeased with Trump’s statements. It is also uneasy about reports that India is willing to open up to some American agricultural products, a politically sensitive issue for Modi, who faced a year-long farmers’ protest a few years ago.

Considering Modi’s carefully crafted strongman reputation, many expected India to react harshly to Trump’s tariff threats…

The main opposition, Congress, for example, sharply criticized the government: “Trump is talking nonsense against India and Modi is listening silently,” it said, asking, “Why is Modi so afraid of Trump?” in a Hindi post on the party’s social media platform. Another Congress post stated, “Tariffs are being imposed. Negotiations are going nowhere. But Asim Munir, the man behind the Pahalgam terror attacks, is having lunch at the White House… This is what happens when foreign policy focuses on image-building instead of national interests.” Jairam Ramesh, Congress General Secretary in charge of Communications, mocked the BJP’s past slogans and diplomacy, saying the US’s actions exposed the failure of an image-driven foreign policy.

However, a very cautious response came from India’s Commerce Minister, Piyush Goyal, who said the two countries were working towards a “fair, balanced, and mutually beneficial bilateral trade agreement.” India’s Ministry of External Affairs also stated in response that it would take all necessary steps to protect and promote national interests and that the effects of the tariffs were being examined.

The view that Trump’s words are purely a pressure tactic is likely being taken into account… Trump is trying to play hardball in the negotiations… This is the general conclusion reached in Delhi circles.

Meanwhile, five rounds of negotiations have been held between the two countries so far. For the next round of talks, a US delegation will arrive in India on August 25. The talks will continue until August 29.

Ashok Malik, a former policy advisor to India’s Ministry of External Affairs, had said, “This is a testing period for the relationship”; we will see how the duo fares in this test. If you ask me, I am neither too optimistic nor too pessimistic. It may sound like a very political answer, but that is the political nature of this duo’s relationship; the “cautious embrace” continues… However, India has already begun to question the value of its strategic cooperation with Washington. Many in New Delhi are asking why Washington is deepening ties with Pakistan, a country that actively undermines India’s security, especially after decades of meticulous work to build the India-US relationship. Although some are drawing hopeful conclusions from this, especially in the context of the RIC trilateral, do not forget that India has a sensitive and risky relationship with China. And the primary rationale for the closer India-US relationship was simple: India is the only democratic power in Asia with the capacity to balance China’s growing assertiveness. Frankly, this rationale is still valid, and the need is becoming more urgent by the day. Washington cannot afford to alienate its reliable—and, until now, coddled for this very reason—partner in Asia.

Opinion

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

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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.

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

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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.

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The Armenian elections, the Caucasus, and great power competition

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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.

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