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Russia’s Triple Win in the South Caucasus

Ironically, given its efforts to seize large swaths of Ukrainian territory, Russia now appears to be the only entity capable of ensuring the security and territorial integrity of the countries in the South Caucasus. As a result, Azerbaijan, Armenia, and Georgia appear set to become part of Russia’s new-old sphere of influence.

BISHKEK – The geopolitical balance in the South Caucasus is shifting. Azerbaijan and Georgia, once clearly aligned with the West, have started drifting back toward Russia, while Armenia, which has been allied with the Kremlin since the Soviet Union’s disintegration, seems to be sidling up to the West.

Since gaining independence, Azerbaijan, Armenia, and Georgia have all generally sought to distance themselves from their Soviet pasts and strengthen their relationships with the West. But each has moved at its own pace, with Azerbaijan and Georgia rejecting Russia much more quickly and definitively. In fact, within a few years of the Soviet Union’s collapse, Azerbaijan and Georgia, together with Ukraine and Moldova, formed the GUAM Organization for Democracy and Economic Development, aimed at bolstering their post-communist transitions and limiting Russia’s regional influence.

By contrast, Armenia maintained close ties with Russia, not least to secure military support in its conflict with Azerbaijan over the disputed territory of Nagorno-Karabakh, where both Azeris and Armenians lived during Soviet times. Following the Soviet Union’s collapse, the two groups went to war over the territory, with the Armenian side ultimately securing de facto control.

In 1992, Armenian separatists established the Nagorno-Karabakh Republic, and in 1994, a Russia-brokered ceasefire brought relative peace, at least for a while. Since then, Russia has acted as a kind of guarantor of Armenian security, including during the brutal ground war that broke out in Nagorno-Karabakh in 2020. The ceasefire deal that followed – which Russia also brokered – put Russian peacekeepers in charge of guarding the region for five years.

But when violence again erupted in Nagorno-Karabakh in September 2023, Russia did not intervene – a decision that partly reflected the need to direct limited military resources toward the Ukraine war, though Azerbaijan’s status as a key energy supplier probably also made a difference. As a result, Azerbaijan was able to seize control of the enclave, with Russia subsequently withdrawing its peacekeepers. What Azerbaijan perceived as French support for Armenia further encouraged it to move away from Europe, toward both Russia and Turkey.

Of the Southern Caucasus’s three post-Soviet states, Georgia embraced the West most fully – and paid a heavy price when Russia invaded in 2008 and backed two breakaway regions. Though relations with Russia normalized over time, Georgia remained wary and applied for European Union membership in 2022. But last month – just six months after receiving EU candidate status – Georgia’s parliament decided to push through a controversial “foreign agents” law, which mimics Russian legislation that has been used to target Kremlin critics.

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The law – which would require NGOs and independent media that receive more than 20% of their funding from abroad to register as organizations “bearing the interests of a foreign power” – was vetoed by President Salome Zourabichvili, sparked massive popular protests, and drew sharp Western criticism. With the EU considering imposing sanctions over the legislation, Georgia’s candidacy is in serious jeopardy. The United States, for its part, has announced visa restrictions on Georgian government officials and a review of bilateral cooperation. But the ruling Georgian Dream party, which has held power since 2012, remains unmoved.

Georgian leaders’ stance reflects the fear that if they bow to Western pressure to join its anti-Russian alliance – or even maintain a pro-Western strategic orientation – Georgia could be the next Ukraine. As Prime Minister Irakli Kobakhidze recently put it, “some” want a Georgian version of Ukraine’s 2014 Maidan uprising, which culminated in the ouster of the pro-Russian President Viktor Yanukovych, or a “second front” in the war against Russia.

But Georgia’s interests extend beyond staving off a Russian invasion, especially given how long the Ukraine war has dragged on and how desperate Russia is for support. Georgian Dream might also be hoping to secure the return of the two breakaway regions, South Ossetia and Abkhazia. The announcement that the government had “restored Georgia’s territorial integrity” would certainly give Georgian Dream a boost in this October’s general election.

Russia, too, would benefit from such an arrangement. Georgia’s strategic location between Europe and Asia makes it a valuable logistics and transit hub – useful, for example, for transporting oil from the Caspian Sea to Europe. Closer relations with Georgia would also create opportunities for Russia to organize railway communications to its ports, as well to Iran and Armenia.

Russia is not the only Western rival with which Georgia is deepening ties. The country is also pursuing closer economic cooperation with China, as exemplified by plans for a Chinese-led consortium to build and operate a deep-sea port in Anaklia, on Georgia’s Black Sea coast. While the Georgian opposition warns that the project will further strain relations with the West, the ruling party appears committed to moving forward.

Ultimately, however, it is China’s “no-limits” partner Russia that is making the greatest inroads in the South Caucasus. Even Armenia, which resents the Kremlin’s lack of support in the 2023 Karabakh war, is likely to turn back toward Russia, as it increasingly finds itself surrounded by hostile countries (Azerbaijan and Turkey) and Russian allies (Iran and Georgia).

Ironically, given its efforts to seize large swaths of Ukrainian territory, Russia now appears to be the only entity capable of ensuring the security and territorial integrity of the countries in the region. As a result, Azerbaijan, Armenia, and Georgia appear set to become part of Russia’s new-old sphere of influence – and to be lost to the West.

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