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America's Next Supply Chain Runs Through the Caucasus | Opinion

America's Next Supply Chain Runs Through the Caucasus | Opinion

Summary

The article discusses the importance of a trade route called the Middle Corridor, which passes through the South Caucasus countries of Azerbaijan and Armenia. This route avoids Russia and Iran and is crucial for transporting critical minerals that the U.S. needs for defense and technology. The author argues that the U.S. should support this corridor to ensure stable supply chains and strengthen regional partnerships.

Key Facts

  • The Middle Corridor is a trade route passing through Azerbaijan and Armenia, avoiding Russian and Iranian territory.
  • Iran has attacked infrastructure in the region, showing the corridor's strategic vulnerability.
  • The Strait of Hormuz, a major energy transit route, is currently blocked.
  • China controls over 90% of global rare earth mineral processing and has restricted exports essential for U.S. defense.
  • Central Asia, especially Kazakhstan, has large reserves of rare earth minerals and other critical materials like tungsten.
  • Several Central Asian countries have signed agreements with the U.S. and the EU to develop strategic mineral partnerships.
  • The Middle Corridor has seen increased cargo traffic and significant international investment since 2022.
  • Armenia and Azerbaijan are moving toward peace and improved cooperation, which could enhance the corridor’s stability.
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