Afghanistan’s Northward Pivot: New Regional Equation of Taliban

Policy Briefs

21 June, 2026

Share

Afghanistan’s Northward Pivot: New Regional Equation of Taliban

Introduction

The security cooperation between Russia and Taliban of Afghanistan is not just a mere embodiment of achieving common understanding with each other in security realm. Nevertheless, the true importance of this agreement could be interpreted through analysing the timing and the circumstances of this event for both Russia and Taliban government. Although Moscow is slowly developing multifaceted relationship with Taliban, the security cooperation could be elevated as an acme of this relationship, notwithstanding, Afghanistan is well capable of strengthening Russia’s endeavour to reach out to the South Asian energy hungry markets through offering routes via its territory.  For Afghanistan, however, the military technical cooperation appears to be the most crucial topic as far as the ever-growing Pakistani military threat is concerned. Moreover, Kabul’s Russia “gambit” seems to involve more than just a security agreement alone, as Russia itself and its Moscow friendly Central Asian Countries would support Afghanistan at a time when the country is under mounting pressure from both Pakistan and global community.

The Content of the Agreement

Recently, on the margins of Moscow Security Conference organised on May 27, 2025, Russia and Taliban signed an agreement on “military technical cooperation”. Although the details of the signed document were not disclosed, there were some speculations circling around on various platforms about the genuine nature of this agreement. For example, “Afghanistan International” reported that “the head of Russia’s trade centre in Afghanistan said companies from Tatarstan could repair and refurbish military equipment used by the Taliban”. The agreement covers wider range of cooperation in weapons, military technologies, licenses, and joint developments between Russia and the Taliban government. Discussions also included potential Taliban access to Russian military equipment and weapons systems. Beyond hardware, Moscow committed to expanding cooperation with the Taliban across security, political, economic, and cultural sectors following Russia’s formal recognition of the Taliban government in may 2025. Sergei Shoigu, Secretary of the Security Council of the Russian Federation, also used the forum to call on Western countries to unfreeze Afghan government assets held in foreign banks, portraying the Russia as a counterweight to Western policy on Afghanistan.

Apparently, the current meeting has been built upon a prior groundwork that was laid out as early as May 14, 2026, during a regional security meeting in Kyrgyzstan. Mr. Shoigu, then, described the growing Russia-Taliban relationship as a “pragmatic dialogue” and a “full-fledged partnership”, stating shared security concerns. Taliban’s participation in the forum came at a particularly sensitive moment when the Pakistani strikes in early 2026 had destroyed substantial amount of the Taliban’s military infrastructure including the NATO-standard munitions inherited in 2021. As a result, the Taliban’s munitions inventory was largely depleted, and Kabul’s defence budget reportedly remained in a chronic deficit.

The blistering question though, could be “Does Russia have a capacity for delivering what it promises on paper”? considering the Moscow’s quite rich history of being unable to keep up with its assurances. On one hand, the protracted Ukraine war bogged down Russia’s military industrial complex in the country’s western frontier and eventually debilitated its capability to manufacture enough defence hardware intended for the foreign markets. On the other hand, unprecedented quantity of combined western sanctions on Russian economy also enormously impacted on the country’s ability of delivering military tech on foreign markets not to mention the potential influence of the secondary sanction policy on those who dares to strengthen dependency on the hardware Russia could provide with.

For Russia, the agreement could represent one of the most important pillars of Moscow’s broader vision for establishing multidimensional relationship with the Taliban government. Russia has long been enjoying relatively wormer political and diplomatic understanding as well as good economic relations with Kabul. Naturally, the security relationship with Taliban including military-technical cooperation is regarded as a crucial aspect of that comprehensive relationship architecture. Moreover, Afghanistan, with a strong desire for having a good relationship with Moscow, might also embody a crucial geographical space for extending Russia’s desire to reach out to the greater South Asia’s energy market through Afghanistan. Here, because of this, an obvious trade-off for Russia could emerge. And the Russians ought to strike balance between playing a principal role in turbocharging, at list on paper at present, the Taliban’s ability to thwart any foreign military aggression and expecting Pakistan to greenlight exporting the Russian energy to further South Asia through Pakistan’s territory. Accordingly, Islamabad might slow or even block Russia’s ambition to explore new energy market in South Asia.

Pakistan – Afghanistan standoff a trigger for Afghan’s Northward Diplomacy

Islamabad’s Afghanistan strategy composed of a blended diplomatic and political pressures appear to be fundamentally transforming in nature. Until recently, Pakistan has been favouring diplomacy for resolving some of the crucial issues regarding Afghanistan, even though those challenges were of a fundamental importance to Islamabad. These challenges would involve terrorism and extremism, separatism, border issues, refugees and several other areas such as trade and connectivity.  Starting from the October 2025 however, everything begun to change when Pakistan’s military started so called “Operation Khyber Storm” and heavily bombed the alleged terrorist strongholds in the bordering provinces of Afghanistan.  The extraordinary nature of that October assault against Afghanistan could be the Islamabad’s apparent disappointment with the effectiveness of the continued diplomacy mixed with several rounds of talks and negotiations with the Taliban authority for resolving range of issues, the most important one being to prevent the TTP from using Afghanistan’s soil as a safe heaven and stronghold to launch further attacks on Pakistan. As a result, the Pakistan’s military has taken all the matters at its own hand as the authority in Islamabad has seemed to be done with continuing “useless” talks with Taliban. Therefore, Pakistan currently appears to be strongly confident in the military solution being only way going forward.

Short military clash between India and Pakistan in May 2025, has said to be dramatically emboldened Pakistan to occasionally apply the military means to solve the deepest security issues it has with its neighbours particularly, with Afghanistan. The air warfare experience with India could have set a strong precedent for Pakistan’s military for further using the strategy of applying maximum pressure on Taliban for achieving a substantial concession on such pressing issues as border disputes and TTP questions going forward. As a result, the evolution of events on this direction has seemed to further push the Taliban government to become even more active in diplomacy blended with a search for a burgeoning strategic alignment with an alternative security provider such as Moscow.

The China – Russia quarrel

The Russia-Taliban agreement cannot be read without meticulously scrutinizing the Chinese place in the equation. Ostensibly, for the last several decades, China – Pakistan relations have risen to the level of “all-weather strategic cooperative partnership” as both parties would call it. Presently, the security is at the heart of this cooperation since almost 80 percent of the Pakistani military acquisitions are sourced from China. When it comes to the China’s position on the Islamabad’s security related issues with its neighbours, China almost exclusively (both overtly and covertly) sides with Pakistan. Beijing openly backed Pakistan during the May 2025 India-Pakistan clash providing Islamabad with a strong diplomatic support coupled with a reported real-time intelligence. Although China appears to be quite explicit about recognising Islamabad’s deep-seated security and geopolitical interests in Afghanistan, Beijing is also extremely cautious about balancing its economic and security interests in Afghanistan. China and Pakistan’s “ironclad” relationship is leaving relatively few options for Kabul other than just opting in Moscow for creating a counterbalance against extremely aggressive Pakistan.

The more Afghanistan and Pakistan relationships heat up and grow into kinetic conflict, the more China and Russia might have to unwillingly choose to compete in AFPAC region. Moreover, Moscow’s solidarity with Taliban and willingness to strengthen its security capacity might, over the long run, impact on its economic interests since Islamabad could practically shut down any use of its territory as a corridor for Russian energy towards South Asian market. At the same time, however, China ought to also be ready for absorbing some economic loss in Afghanistan due to its exclusive support for Pakistan. Considering, Beijing has already secured several mineral deals in Afghanistan involving lithium and copper deals.

Conclusion

Russia – Taliban security agreement appears to be timely important event for both parties. The Taliban government in Kabul seems to need Russia as much as the opposite being the case as Kabul is increasingly trying to seize the opportunity for slowly pivoting towards Russia and Russia friendly Central Asian Countries. In terms of Afghanistan’s expectations though, the critically needed security umbrella potentially provided by Russia is seemingly very important, bearing in mind that Kabul’s increasing hostility against Pakistan might produce a threat to the very existence of the Taliban government in Afghanistan. This fundamental adjustment looks to be necessitated by relatively loathing relationship between Afghanistan and Pakistan. However, Russia’s manoeuvre might yield certain unintended consequences for Moscow as Islamabad could slow Russia’s ambition to export energy to further South Asia through Afghanistan and Pakistan.  At this critical juncture, both Russia and Afghanistan look to walk a tightrope because each of them has something to lose out of these incipient alignments.

Unintended China – Russia rivalry unfolds itself against a larger backdrop where Afghanistan is simultaneously becoming a strategic location for every major powers. Russia sees Afghanistan territory as an energy corridor while China values it for the untapped resources of rare earth minerals. Afghanistan, long treated as a problem to be managed, is quietly becoming a focal point for every major power’s ambitions.

* The Institute for Advanced International Studies (IAIS) does not take institutional positions on any issues; the views represented herein are those of the author(s) and do not necessarily reflect the views of the IAIS.