Karapetyan’s nephew says Trump Route could become target for Iran

OC Media
May 12 2026

Narek Karapetyan, the nephew of Russian–Armenian tycoon Samvel Karapetyan, has published a video from the Armenia–Iran border, where he said that the planned Trump Route could become a target for Iran.

Narek Karapetyan published the video to support his argument for the necessity of a ‘guaranteed’ peace in Armenia, a common talking point among other opposition forces in the country calling for opposing superpowers — Russia, the US, China, and Iran — to become guarantors of peace in the country.

Narek Karapetyan filmed the video near Armenia’s southern border with Iran, pointing to the area where he said the Trump Route would pass. The border with Iran lies just ‘30–40 meters away’, Narek Karapetyan said, suggesting a scenario in which an American company and Iranian armed forces could be positioned in such close proximity.

The route, agreed upon by Armenia and Azerbaijan with US mediation, would connect Azerbaijan to its exclave Nakhchivan through Armenian territory.

He referred to Iran’s strikes on US ‘military bases’ in the Middle East throughout the US–Israel–Iran war that broke out in early 2026, arguing that the route would create a serious security risk for Armenia. Its development and operation will be overseen by the TRIPP Development Company, with the US holding a 74% stake in the company and Armenia 26%.

Karapetyan posed a rhetorical question about what would happen in case fighting resumes and Armenia hosted a ‘solely American company’ close to the Iran border, suggesting Iran could respond with force, and not necessarily with long-range missiles.

‘It is 30–40 meters, [Iran] could hit with an assault rifle, even if it threw a slipper it would reach [the route]’, Karapetyan said, explaining the need for what he described as ‘guaranteed peace’.

US to receive 74% share in company overseeing and developing Trump Route

‘The main goal of that guaranteed peace is that, apart from the US, which is a witness and must become a guarantor, Iran, as well, should also be a guarantor of peace between Armenia and Azerbaijan, and a guarantor of Armenia’s territorial integrity’, Karapetyan said.

He did not explain how such competing states with tensions of their own would be brought together to guarantee peace in Armenia.

Separately, during a press briefing on 7 May, Samvel Karapetyan named three ‘superpowers’ that could act as guarantors: the US, Russia, and China.

‘There are also states with regional interests. We will have guarantees from several of these states at the same time — those with whom we can reach agreements. I am confident there will be more than one’, Samvel Karapetyan said.

He also criticised the current peace process led by Prime Minister Nikol Pashinyan’s government, describing it as ‘Azerbaijan’s peace agenda dictated to the Armenian nation’, warning of continued risks for Armenia, including potential territorial losses in Syunik in Armenia’s south.

Aside from Karapetyans, other opposition figures have also emphasised the need for external guarantors.

Ex-president Robert Kocharyan, who leads the opposition Armenia Alliance, has argued that ‘peace must be guaranteed’, saying what has been achieved under the current government ‘is not peace’.

At their first pre-election rally on 8 May, Kocharyan outlined a security model based on ‘a strong army, a strong leader, and an ally’, implicitly referring to Russia.

‘We are striving for peace, but peace must be sustainable and guaranteed — guaranteed and with guarantors. Peace cannot be called a situation where everything depends on the whim of one person [Azerbaijani President Ilham Aliyev]. This is not peace; it is humiliation, and we will not allow that’, Kocharyan said.

Kocharyan has previously named Russia, the US, and China as potential guarantors.

Separately, Gagik Tsarukyan, one of Armenia’s wealthiest men and the leader of the Prosperous Armenia party, has also argued for guarantees from major powers, naming China, India, and Russia, and saying he has the necessary connections to facilitate such arrangements.

‘I have been cooperating with the Communist Party of China for 20 years, and we have been cooperating with Russia’s United Russia for 20 years. From them, only guarantees are required’, Tsarukyan said.

He further elaborated on his vision of deal with Azerbaijan — ‘If Aliyev and I agree that whatever happened in the past is in the past and we can consider that it should not have happened, but today our border is ours and yours is yours, and whoever violates it must be punished — let’s sign it, and the neighbouring states will provide their guarantees’, Tsarukyan said.

He questioned Pashinyan’s established peace, arguing that no binding document has been signed, and also referred to Pashinyan’s claims about the possibility of renewed conflict if the opposition comes to power, as well as to increasing demands from Aliyev.

What the First EU–Armenia Summit Means for European Companies

Special Eurasia
May 12 2026

What the First EU–Armenia Summit Means for European Companies

Executive Intelligence Snapshot

The first EU–Armenia Summit marks a significant shift in Armenia’s foreign policy orientation, signalling Yerevan’s intention to deepen ties with Western partners and reduce its dependency on Russia.

European companies interested in investing in the Armenian market must balance the benefits arising from Brussels–Yerevan cooperation with local political uncertainty, regional instability, and the geopolitical complexity of the South Caucasus.

Context

On 5 May 2026, Yerevan hosted the first European Union-Armenia summit. At the end of the summit, European Commission President Ursula von der Leyen, European Council President António Costa, and Armenian Prime Minister Nikol Pashinyan released a joint statement which confirms Brussels and Yerevan’s strategy to deepen their relations on security and defence, as well as energy, transport, and digital technologies.

The South Caucasus republic led by Pashinyan has increasingly signalled its willingness to align with Western institutions. On 9 January 2026, the Armenian Government approved the draft law Launching the Accession Process of the Republic of Armenia to the European Union, adopted by the National Assembly on 26 March 2025 and signed in April 2025.

Despite this Western-oriented trajectory, Armenia remains economically intertwined with Russia. The country is a member of the Eurasian Economic Union (EAEU), and its import–export structure is still heavily dependent on Russian markets and logistics routes. Moscow has openly criticised Yerevan’s rapprochement with the EU, with President Vladimir Putin reiterating that Yerevan cannot simultaneously pursue EU membership and remain within the EAEU. This tension creates a structural vulnerability for Armenia and a potential source of instability for foreign investors.

At the same time, Yerevan is attempting to reposition the country as a regional logistics hub. The ongoing peace negotiations with Azerbaijan, particularly regarding the future of the Syunik region and cross‑border transport corridors, are central to this strategy. A successful agreement could unlock new trade routes linking Europe, the South Caucasus, and the Middle East, offering opportunities for companies operating in transport, logistics, and infrastructure. The EU and the United States have both expressed support for the peace process, viewing it as a stabilising factor in a strategically sensitive region.

However, Armenia’s geopolitical environment remains fragile. Its southern border with Iran presents both opportunities and risks. Iran is a key trade partner for Yerevan, providing access to regional markets and avoiding the isolation caused by the closing borders with Turkey and Azerbaijan. The Middle East crisis involving Iran, Israel, and the United States increases the likelihood of regional spillover effects that could disrupt Armenian–Iranian trade and complicate Armenia’s balancing strategy. Yerevan must navigate simultaneously its relations with Russia, the EU, the United States, and Iran, each of which exerts influence on its foreign policy choices.

Given these dynamics, the short‑term environment for foreign investors remains uncertain. The parliamentary elections scheduled for June 2026 will be a decisive moment.

Risk Assessment for European Investors and Companies

Opportunities

  • The EU–Armenia summit confirms Yerevan’s intention to deepen cooperation with Western partners, creating new openings for European companies in sectors prioritised by the EU, including energy, digitalisation, and security.
  • Yerevan’s ambition to become a regional logistics hub, supported by ongoing peace negotiations with Azerbaijan, offers potential for investment in transport infrastructure, warehousing, and cross‑border trade services.
  • The EU’s increased political and financial engagement in the South Caucasian republic, including planned support packages for economic reforms and connectivity projects, can facilitate a more favourable business environment for European investors.
  • Normalisation efforts with Turkey and Azerbaijan, if successful, could unlock new regional corridors and reduce Armenia’s long‑standing isolation, improving market access and lowering transport costs.
  • Armenia’s domestic market, though small, is strategically positioned between the EU, the Middle East, and Central Asia, offering opportunities for companies seeking to expand their regional footprint.
  • The government’s reform agenda, including efforts to strengthen governance and reduce corruption, aligns with EU standards and can improve regulatory predictability for foreign firms.

Challenges

  • The June 2026 parliamentary elections introduce significant political uncertainty, as a change in leadership could alter the country’s foreign policy orientation and regulatory environment.
  • Armenia’s economic dependence on Russia and its membership in the EAEU limit its ability to fully align with EU standards, creating structural constraints for European companies.
  • Russian political and economic pressure is likely to intensify as Yerevan deepens its cooperation with the EU, potentially affecting trade flows, energy supplies, and the broader investment climate.
  • The geopolitical situation on Armenia’s borders remains fragile, with unresolved issues in the peace process with Azerbaijan and the risk of renewed tensions in the Syunik region.
  • Armenia’s proximity to Iran, and Tehran’s confrontation with Western states, could disrupt bilateral trade and expose foreign investors to secondary geopolitical risks.
  • Logistical vulnerabilities, including limited transport infrastructure and dependence on external corridors, can affect supply chains and increase operational costs for companies.
  • Regulatory changes linked to Armenia’s shifting foreign policy may create uncertainty for businesses operating in sectors sensitive to international sanctions or export‑control regimes.

Outlook

In the short term (3–6 months), European companies and investors interested in the Armenian market should adopt a cautious approach. It is advisable to monitor the domestic political environment, particularly the outcome of the June 2026 parliamentary elections, which may either confirm Pashinyan’s leadership, and therefore Yerevan’s continued alignment with Brussels, or bring a new political figure to power.

The stability of the peace process with Baku and the evolution of Yerevan’s relations with Moscow and Tehran will be key indicators of the country’s investment climate.

In the medium term (6–18 months), Armenia’s trajectory will depend on its ability to balance its Western aspirations with its existing economic dependencies. If the EU continues to expand its engagement and Armenia maintains its reform agenda, the country could become a more attractive destination for European investors, particularly in logistics, energy, and digital infrastructure. However, geopolitical volatility and domestic political uncertainty will remain significant risk factors.

Overall, Armenia offers emerging opportunities for European companies, but these are accompanied by substantial geopolitical and political risks. A measured, observant, and phased approach to market entry is recommended, with continuous monitoring of regional developments and Armenia’s evolving foreign policy orientation.

France pushes Russia out of Armenia

Defense 24
May 12 2026

Armenia has received its first French CAESAR artillery systems, and this is not only a military delivery. It is part of a wider French move into the South Caucasus, where Paris wants to weaken Russian influence and build Armenia into a long-term security partner. Russia pushed France out of parts of the Sahel. France is now trying to enter a region where Moscow has been dominant for decades.

France’s support for Armenia has moved from political declarations to concrete military cooperation. After the fall of Nagorno-Karabakh and the exodus of around 100,000 Armenians, Yerevan understood that Russian guarantees were no longer sufficient. Moscow remained formally present in Armenia, but it did not stop Azerbaijan. This created a political and military opening for France, which quickly presented itself as a partner ready to support Armenian sovereignty and territorial defence.

The first CAESAR systems are now in Armenian hands and are expected to be shown during the Republic Day parade on 28 May, linked to the commemoration of the Battle of Sardarabad in 1918. The exact number of delivered systems has not been officially confirmed, although local reporting has referred to a possible order of 36 CAESAR 6×6 systems. Even without final confirmation of the full number, the direction is clear: Armenia is moving towards French artillery, French air defence and Western standards.

This follows earlier French decisions from October 2023, when Paris announced measures to strengthen Armenian defence capabilities. These included training partnerships, Mistral 3 short-range air defence missiles, three GM200 radars, night vision equipment from Safran and Bastion armoured vehicles from Arquus. A first batch of 24 Bastion vehicles was delivered via Georgia, and another 26 were planned. This route also matters, because it underlines the role of Georgia in Western access to the Caucasus.

The CAESAR delivery is especially important because artillery is one of the areas where Armenia needs rapid strengthening. The French Senate had already argued that Paris should not repeat the mistakes made with Ukraine, where key systems were delivered late. In the Armenian case, the logic is similar: if Yerevan is to deter further Azerbaijani pressure, it needs capabilities now, not only declarations. CAESAR gives Armenia mobility, precision and a NATO-standard 155 mm system, which also pushes the Armenian army further away from Russian equipment.

This is part of a broader Armenian rearmament process. Armenia is also buying systems from India, including 155 mm ATAGS and MArG howitzers, Swathi radars, Pinaka rocket launchers, Akash air defence systems and Zen anti-drone systems. This is not a full break with Russia yet, but it is a clear diversification of military suppliers. Yerevan is building alternatives because it no longer trusts Moscow as the only security provider.

France is using this moment very consciously. Paris is not acting out of sentiment; it is acting according to its own strategic logic. Russia weakened French influence in Africa through Wagner activity and political pressure in Mali, the Central African Republic and Burkina Faso. France is now trying to respond in Russia’s own sphere of influence, especially in the Caucasus and Central Asia. Armenia is therefore not an isolated case. It is one part of a larger French strategy.

This strategy also includes Kazakhstan, Uzbekistan and Mongolia. Macron’s visits to Astana and Tashkent were connected to energy, uranium, nuclear cooperation and business for French companies such as Orano, TotalEnergies, Alstom and EDF. In Mongolia, France is building cooperation in uranium, lithium, space and technology, including the Chinggis Sat satellite project with Thales Alenia Space. Paris is trying to secure markets, resources and political access in regions where Russia and China have long dominated.

The South Caucasus is even more sensitive because it directly touches Russian, Turkish, Iranian and European interests. Armenia still hosts the Russian 102nd military base in Gyumri, with around 3,500 Russian soldiers, and Prime Minister Nikol Pashinyan has not fully broken with Moscow. At the same time, Armenia has suspended participation in the CSTO framework and demanded that Russian border guards leave Yerevan airport. This is not a complete 180-degree shift, but it is a serious political signal.

France also sees Armenia through a wider network of alliances. Paris has strong relations with Greece, and Greece is also strengthening ties with Armenia. This matters because Turkey supports Azerbaijan, and French policy in the Caucasus inevitably affects French-Turkish relations. In practice, a triangle of France, Greece and Armenia is becoming more visible, with India also playing an increasingly important role through arms supplies and political alignment.

The Armenian factor is also important domestically for France. Around 700,000 people of Armenian origin live in France, and this gives the issue political weight in Paris. However, the current French policy goes beyond diaspora politics. It is about influence, defence industry, regional positioning and pressure on Russia. France wants to show that it can still act globally and that it can hit Russian interests outside Ukraine.

The strategic partnership signed during Macron’s visit to Yerevan confirms that this cooperation will deepen. The declaration refers directly to security, defence, military training, technical cooperation and military-technological cooperation. This means that France is not only selling systems, but is also trying to build a longer-term defence relationship with Armenia. The next steps will likely include more training, more industrial cooperation and further integration of Armenian capabilities with French and Western systems.

The key question is whether France can sustain this policy over time. Delivering CAESAR systems, Mistral missiles, radars and armoured vehicles is one thing. Building Armenia into a serious partner capable of deterring Azerbaijan and reducing dependence on Russia is something much larger. It requires money, production capacity, political consistency and coordination with partners such as India, Greece and possibly the European Union.

For Russia, this is a problem. Moscow is already overstretched by the war in Ukraine and has lost part of its credibility in the Caucasus. If France continues expanding its presence in Armenia, Russia will have to monitor another front of influence competition. This does not mean that Moscow will disappear from Armenia quickly. But it does mean that its monopoly is broken.

The conclusion is straightforward. The first CAESAR systems in Armenia are not only about artillery. They are a signal that France is entering a space where Russia was used to operating almost alone. After losing ground in parts of Africa, Paris is now trying to strike back in the Caucasus and Central Asia. Armenia is the clearest example of this policy, and if the cooperation continues, it may become one of the most important French strategic openings outside Europe.

Opposition candidate says Armenian-French kindergarten in Yerevan abandoned un

Panorama, Armenia
May 12 2026

Yerevan City Council member Mesrop Manukyan, an MP candidate from the opposition Hayastan bloc, has accused Prime Minister Nikol Pashinyan’s government of allowing a once-prominent Armenian-French kindergarten in Yerevan to fall into ruin, alleging the site has been abandoned and misused.

He posted a video on social media on Tuesday, showing the deteriorated building. He claimed the kindergarten was closed during Pashinyan’s tenure and has since been neglected.

“They shut down the Armenian-French kindergarten, turned it into a public toilet and now they boast about building new kindergartens,” Manukyan said. “Don’t destroy what already exists.”

Manukyan alleged the site has become a gathering place for homeless people, with neighbors reporting fires, deaths and frequent visits by emergency medical services. “The authorities are aware of this situation,” he added.

Armenpress: Trump rejects ‘unacceptable’ Iran response to peace plan

Iran09:39, 11 May 2026
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U.S. President Donald Trump has swiftly rejected Iran’s response to Washington’s peace proposal.

Reuters reported that oil prices surged on Monday amid concerns that the 10-week-old conflict will drag on, keeping shipping through the Strait of Hormuz paralyzed.

Days after the U.S. floated an offer in the hopes of reopening negotiations, Iran on Sunday released a response focused on ending the war on all fronts, especially in Lebanon, where U.S. ally Israel is fighting Iran-backed Hezbollah militants.

According to Iranian state media, Tehran also included a demand for compensation for war damage and emphasized Iranian sovereignty over the Strait of Hormuz.

It also called on the U.S. to end its naval blockade, guarantee no further attacks, lift sanctions, and end a U.S. ban on Iranian oil sales.

Within hours, U.S. President Donald Trump dismissed Iran’s proposal.

“I don’t like it — TOTALLY UNACCEPTABLE,” Trump wrote on Truth Social.

Oil prices jumped more than $4 a barrel on Monday.

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Trump to pay state visit to China from May 13 to 15

U. S.11:26, 11 May 2026
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China has officially confirmed that U.S. President Donald Trump will visit the country this week. The Chinese state-run Xinhua News Agency, citing a foreign ministry official, reported that President Trump will be in China on a state visit from May 13 to 15.

Trump’s visit was originally scheduled for late March but was postponed due to the war in Iran.

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Bishop Shio elected as new Patriarch of Georgia

Georgia18:56, 11 May 2026
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The extended church assembly has elected Bishop Shio, who served as locum tenens of the deceased head of the church, Ilia II, as the 142nd Catholicos-Patriarch of All Georgia, according to the voting results announced by Bishop Anania, Tass reported.

“The Catholicos-Patriarch of the autocephalous Apostolic Orthodox Church of All Georgia has been elected Metropolitan Shio,” Bishop Anania noted, adding that Shio received 22 votes out of 39.

The newly elected Catholicos-Patriarch of Georgia, Bishop Shio, who will reportedly bear the name Shio III, is to be enthroned on May 12 in the Svetitskhoveli Cathedral in the city of Mtskheta, near Tbilisi.

“The enthronement will take place tomorrow in Svetitskhoveli. The service will begin at 10:00 a.m. [6:00 a.m. GMT],” Shio III announced after he was declared the new Patriarch of Georgia.

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Ukraine and Germany to jointly produce drones with ranges of up to 1,500km

World19:57, 11 May 2026
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Ukraine and Germany intend to deepen cooperation in the defence sector, particularly in the field of drone technologies. According to Suspilne, this was announced by German Defence Minister Boris Pistorius during his visit to Ukraine.

According to him, German and Ukrainian companies are already working on joint projects involving various types of unmanned aerial vehicles.

“This includes both tactical drones with ranges of up to 100km and long-range systems capable of covering distances of up to 1,500km,” Pistorius said.

According to the minister, the development of such drones is important for countering Russian attacks and suppressing the enemy’s air defence systems.

Pistorius also stated that Germany is interested in studying Ukraine’s combat experience.

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Guterres calls for unrestricted reopening of Strait of Hormuz

World20:37, 11 May 2026
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UN Secretary-General António Guterres has said that the blockade of the Strait of Hormuz has led to a sharp rise in energy and fertiliser prices, stressing that the waterway must be fully reopened without restrictions. 

“We are witnessing a sharp increase in prices because of the blockade of the Strait of Hormuz, and that is precisely why we believe it is absolutely necessary to reopen it fully and without restrictions,” the UN chief said during a press conference in Nairobi.

According to Guterres, the United Nations has called on the parties to open the strait, saying this is the only way to return energy and fertiliser prices to pre-war levels.

He noted that several countries are already facing the threat of a food crisis due to fertiliser shortages.

The impact on the global economy is unacceptable, Guterres said.

“It makes no sense for a conflict between a few countries to have such an effect that it disrupts the global economy,” he stated.

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Budanov signals Ukraine openness to talks if Russia engages

Russia21:48, 11 May 2026
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Head of the Office of the President of Ukraine Kyrylo Budanov has said that Ukraine is ready for serious negotiations with Russia if Russia is genuinely prepared for such dialogue.

According to LRT, Budanov made the remarks while commenting on Slovak Prime Minister Robert Fico’s statement that Ukrainian President Volodymyr Zelenskyy should first call Russian President Vladimir Putin to arrange a meeting.

“If we speak seriously, then if Russia is truly ready for a serious conversation, Ukraine will also be ready,” Budanov said.

He stressed that Ukraine has repeatedly stated its readiness to end the war and achieve peace.

According to Budanov, the cessation of hostilities should not be seen as weakness.

“Establishing peace is not weakness, but a proof of common sense,” he said.

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