By Eric Vandenbroeck and co-workers
How Common Cause Against Russia Enabled
an American Deal
On August 8, U.S. President
Donald Trump hosted the leaders of Armenia and Azerbaijan at the White House
for what Trump touted as a “historic peace summit.” As with the president’s
unsuccessful high-profile efforts to broker a truce between Russia and Ukraine,
this might have seemed an extravagant overbilling. After all, for more than 30
years, the two South Caucasus countries have been implacable adversaries. They
have fought two wars, and their populations are steeped in mutually opposing
historical narratives. Just two years ago, Azerbaijan decisively seized control
of the disputed enclave of Nagorno-Karabakh, forcing more than 100,000 ethnic
Armenians to flee.
Yet in this case, as
much by luck as by skill, Trump may have pulled off something of great
significance. After months of bilateral talks between the two countries, the
moment was ripening for a provisional peace accord. Crucially, both sides did
not want Russia, the traditional regional hegemon, to serve as the guarantor of
a deal, which made Trump’s offer to host a peace summit especially attractive.
If you are going to break pledges you made to Russian President Vladimir Putin,
the Oval Office is a good place to do so.
At the White House,
Armenian Prime Minister Nikol Pashinyan and Azerbaijani President Ilham Aliyev
signed a brief but meaningful statement agreeing to avoid further conflict.
They also initialed but did not sign a 17-point text of what observers are calling
a “peace agreement” that normalizes diplomatic and political relations after
years of conflict. And they jointly approved a plan for a new road-and-rail
connection linking Azerbaijan with Nakhichevan, an Azerbaijani exclave bordered
by Armenia, Iran, and Turkey. Armenia has given development rights to this
27-mile transportation corridor across its territory to an American company
while maintaining sovereign control of the passage, which is to be named the
Trump Route for International Peace and Prosperity, and Azerbaijan will be
given “unimpeded access” to and from Nakhichevan. Notably, the TRIPP plan
supersedes a 2020 agreement between Aliyev, Pashinyan, and Putin that would
have granted Russia control of the route.
For different
reasons, both the Azerbaijani government in
Baku and its Armenian counterpart in
Yerevan are keen to free themselves from Moscow’s grip. The Trump
administration, for its part, is eager to sponsor a deal, in part because of
potential commercial benefit for the United States but more because a lasting
peace deal will burnish Trump’s claim to be a global peacemaker. But the peace
framework reached at the White House in August is still fragile. It will
succeed only if the United States follows through on implementing the TRIPP and
helping reopen other routes shut down by the conflict. To do so, it must work
with Armenia, Azerbaijan, and Turkey to finance and build other links in an
east-west transport chain across all three countries, which would make the
Trump road an international highway and not just a local project.
The United States
will also need to work closely with the European Union, which is investing far
more in the South Caucasus, both politically and financially, than Washington.
European support will be crucial in making a peace deal between Armenia and Azerbaijan
stick. Moscow, naturally, would like to see the U.S.-brokered rapprochement
between Baku and Yerevan fail. But if Washington and its European partners stay
engaged to implement the complicated transit accord and tackle the obstacles
that domestic and foreign actors will inevitably raise, the South Caucasus
could finally break out of a cycle of conflict that has held it back for
decades.

Westward Bound
The deal sketched out
in the White House reflects Azerbaijan’s emergence as the dominant player in
the South Caucasus. This new reality first started to take shape after the
second Nagorno-Karabakh war, which was fought between Armenia and Azerbaijan
over 44 days in 2020. After years of diplomatic stalemate, Azerbaijan resumed
its fight with Armenia that year and managed to reclaim all the territories
surrounding Nagorno-Karabakh that it had lost in the 1990s. When Moscow
brokered a cease-fire to the 2020 war, Nagorno-Karabakh itself remained a
de-facto autonomous Armenian-controlled entity, but it was now dependent for
its security on a newly deployed Russian peacekeeping force.
In 2023, however,
with Armenia unable to defend the exclave and Russia distracted by its war in
Ukraine, Azerbaijani forces took the opportunity to seize Nagorno-Karabakh.
Almost overnight, the entire remaining Armenian population there fled. In the
wake of this battlefield victory, Aliyev, who has been Azerbaijan’s strongman
president since 2003, negotiated with Armenia on a peace agreement but seemed
to be in no hurry to conclude it, confident that his country had the upper hand
in the regional balance of power.
Throughout his
tenure, Aliyev has skillfully managed relations with Russia, which historically
has long been an ally of Armenia. In 2022, he signed an interstate agreement
with Putin just two days before the Kremlin launched its invasion of Ukraine.
In August 2024, Putin even visited Azerbaijan on a state visit. But since then,
Baku’s relations with Moscow have sharply deteriorated. In the last nine months
especially, Aliyev has grown more wary of Russia and more inclined to pursue
peace with Armenia.
Problems began in
December, when a Russian antiaircraft missile mistakenly shot down an
Azerbaijani passenger plane, killing 38 civilians. When Putin did not
apologize, Aliyev issued an unusually blunt rebuke, asserting that Moscow had
tried to “hush up” the issue. Then, this summer, Putin put Sergei Kiriyenko, a
Kremlin hard-liner who has spearheaded the Kremlin’s policy of integrating
occupied regions of Ukraine into Russia, in charge of relations with the South
Caucasus countries. In what looked like a deliberate provocation, police in the
Russian city of Yekaterinburg rounded up local Azerbaijanis in June and accused
them of crimes that were two decades old. Two Azerbaijanis ended up dead.
Aliyev responded with fury, canceling Russian official visits and cultural
events and leading a media campaign that accused Russia of neoimperialism.
All of this signals that the Azerbaijani leader is now determined to keep
Moscow out of any new regional settlement.
Notably, Armenia also
has a Russia problem, which makes for a tactical convergence of interests with
Azerbaijan. Since tsarist times, Russia has ensured Armenia’s loyalty by
promising to defend it against the Ottoman Empire (and then against its
successor, Turkey) with sustained military support. But of late, Moscow has
repeatedly failed to come to Armenia’s aid, such as when it declined to honor
its treaty commitment to defend Armenia when Azerbaijan staged a cross-border
incursion into the country in 2022. Pashinyan, increasingly skeptical about
Moscow’s credibility as an ally, suspended Armenia’s participation in the
Collective Security Treaty Organization, a Russian-led security bloc, in 2024.
Instead, he has reached out to the United States and Europe for support. In
January, shortly before Trump took office, the Armenian government signed a
strategic partnership agreement with the Biden administration promising closer
political and commercial ties, and the Armenian parliament adopted legislation
in March calling on the government to begin seeking membership in the EU.
This led Russia to
take ever more blatant steps to destabilize the Pashinyan government. In June,
Pashinyan announced that a plot had been foiled to oust his administration. The
Armenian authorities did not blame Moscow directly, but a leading Russian Armenian
businessman in Yerevan, Samvel Karapetyan, was arrested. In an even more
sensational development, two Armenian bishops with links to Russia were
detained. The government publicized evidence of the plot, including a cache of
weapons that had been found.
Pashinyan’s
willingness to confront the Armenian church, which has traditionally been close
to Moscow, is a sign of how far he is willing to go to break Armenia’s historic
dependence on Russia. Shared defiance of Moscow thus spurred the two leaders
into a rapprochement at a moment when Russian capacity in the Caucasus is
checked by the war in Ukraine. The diplomatic overtures from Washington were
therefore especially welcome. For Aliyev, a leader who is tightening domestic
control and shutting down international organizations, Trump’s offer of a
“strategic partnership” with the United States—something that the Biden
administration always made conditional on Baku’s improving its worsening human
rights record—is a gift. There was no demand from the White House at the August
meeting that Baku release Azerbaijani political prisoners or Armenian detainees
from custody. Indeed, the day before the meeting with Pashinyan, the U.S. oil
giant ExxonMobil signed a bilateral agreement with the Azerbaijani state energy
company SOCAR.
Spoilers Alert
Much work needs to be
done to make the deals made in Washington a reality. The 17-point agreement
initialed by the two leaders is the key to normalizing relations and formally
ending conflict. Important as it is, it is not a comprehensive peace deal between
two warring nations. There is nothing in the text about the right of hundreds
of thousands of displaced civilians on both sides to return home. There is no
accountability process for war crimes committed over decades of fighting. While
talking peace at an elite level, Azerbaijan also keeps a young Azerbaijani
peace activist, Bahruz Samadov, in prison—on charges
of “treason” for having had contact with Armenian civil society activists.
The treaty could yet
fail because Aliyev has said he will not sign and ratify it until Armenia
changes its constitution to remove an indirect reference to its union with
Nagorno-Karabakh. Changing the constitution would require a referendum that
Pashinyan will probably try to push through before or after Armenia’s next
parliamentary election, scheduled for June 2026. That gives Pashinyan’s
nationalist and pro-Russian opponents a double target to mobilize voters
against: a prime minister seeking a new term and a peace deal they want to
sabotage.
The pact on a
corridor connecting Azerbaijan and its exclave of Nakhichevan is also
vulnerable. Baku and Yerevan have yet to agree on key details, such as the
location of the new road and what security arrangements are needed for it.
Exactly how the agreement will both enable Azerbaijani traffic to cross Armenia
territory “unimpeded” while Armenian sovereignty is respected remains unclear.
And precisely because
this slice of territory has such strategic and emotional value to so many,
there is an incentive for spoilers to wreck a solution that they do not like.
Iran, whose northern border runs from Nakhichevan to Armenia and then to
Azerbaijan, is likely not pleased with the peace agreement. Tehran wants to
maintain its current status as the transit country between the two parts of
Azerbaijan and has consistently opposed any new arrangements that would station
Western security forces along the route to Nakhichevan or hand too much control
to its two unfriendly Turkic neighbors, Azerbaijan and Turkey. So far Iran’s
threats have been toothless, but that could change if its trucks and trains are
cut out of a U.S.-run route.
The Kremlin could
also try to stymie the Washington agreements. Russia still attaches strategic
importance to this stretch of territory, since it had been pledged control of
it after the 2020 war. Moscow believed that it would station Russian border
troops along the route, win leverage over both Armenia and Azerbaijan, and
secure a missing piece for its International North-South Transport Corridor, a
long-sought road, rail, and sea project connecting Russia to the Persian Gulf.
So far, the Kremlin’s reaction to the accords has been cool and dismissive
rather than openly confrontational. Moscow—and Tehran—will be cautious about
openly disrupting a route that bears the name of the U.S president. But they
will look for opportunities to discredit the deal if Armenia and Azerbaijan
cannot agree on key details, or actively disrupt it when the Trump presidency
is over.
The third neighbor in
the region, Turkey, is a special case. Although it supports peace in the region
and badly wants to see new transport routes across the South Caucasus to
Central Asia, the fact that U.S. officials barely consulted their Turkish counterparts
about the TRIPP went down badly in Ankara. This was unfortunate because Ankara
has the biggest card to promote regional peace: it has the power to normalize
relations and open its land border with Armenia, closed since 1993, which would
free Armenia from a geographical straitjacket. On September 12, Turkey sent its
envoy to Yerevan and announced new confidence-building measures, but in
deference to its close ally Azerbaijan, it has prevaricated on declaring a full
breakthrough. Meanwhile, U.S.-Turkish relations remain strained. A new line of
diplomacy between Washington and Ankara is needed to reassure the Turkish side
that it will benefit from the Trump route and U.S. plans for the region.

Win-Win
For decades,
“historic” breakthroughs have been reported in the dispute between Armenia and
Azerbaijan, only to see the two countries slip back into conflict. The Trump
deal could suffer the same fate. For one thing, a whole generation of Armenians
and Azerbaijanis has grown up shaped by the conflict. Politicians in both
countries have instrumentalized the hostility to win legitimacy, selectively
playing up grievances with the other side for acts of ethnic cleansing
committed in the 1990s and in 2023.
To his credit,
Pashinyan—driven at first by dire circumstances, it seems, but now by what
looks like genuine conviction—has set out to change this paradigm. Even if it
requires major concessions, he is seeking agreements with both Azerbaijan and
Turkey that will enable him to open up his country’s borders and finally allow
Armenia to loosen its dependence on Russia and become a self-sufficient
nation-state. Aliyev needs a peace deal much less, having achieved almost all
of what he wants on the battlefield. But he also seems persuaded, at least for
now, that it is in his interests to support the embattled Armenian leader
rather than see Armenia fall back under Russian dominance.
The current chaotic
geopolitical landscape fuels contrary trends in the South Caucasus. On the one
hand, the decline of multilateral institutions and European liberal norms made
the three regional powers—Iran, Russia, and Turkey—more assertive. In 2021, they
devised a “3 + 3” format to assert their right as the new shapers of order in
the region. But as far as the other three in this equation—Armenia, Azerbaijan,
and Georgia—are concerned, the mightier three powers are also former imperial
hegemons with outdated historical claims. That shared suspicion has in turn
driven another trend: the aspiration of all three South Caucasus countries—an
overdue aspiration, some would say, more than 30 years after they won
independence with the collapse of the Soviet Union—to build strategically
autonomous nation-states that are not reliant on any one external power.
This is where Trump
can be an asset. The advantage of having the United States as a peace broker is
that it is both powerful and disengaged from the region. Washington has the
capacity to end Moscow’s claim to be the region’s arbiter—an instrument the Russians
have used for years to try to exert control over both Armenia and Azerbaijan.
At the same time, the days are over when the United States had a more ambitious
agenda for this region, as when U.S. President George W. Bush visited Tbilisi
and called Georgia a model “beacon of liberty.”
Trump enjoyed the
flattering words of Aliyev and Pashinyan at the White House and their professed
enthusiasm to jointly nominate him for the Nobel Peace Prize, but he has
evidently has not devoted much attention to the South Caucasus. Indeed, soon
after the White House meeting, he failed to pronounce the names of the two
countries he had mediated between, calling them “Albania” and “Aberbaijan.”
Even so, Trump’s
backing gives Baku and Yerevan the courage to stand up to Moscow. Having
brokered a provisional agreement between Baku and Yerevan—and lent his name to
a crucial new transit corridor—Trump now needs to understand that he cannot do
this on his own. Rather, he must invest in more old-fashioned American
diplomacy to help bring lasting peace to the region.
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