Pakistan Pivots East: Free Trade with Eurasian Bloc, New Bridges to Armenia and the Caucasus

Something is shifting in Pakistani foreign policy, and it is not subtle once you look at the map. Ambassador Faisal Niaz Tirmizi, speaking in Moscow, has laid out an agenda that amounts to one of the more consequential quiet pivots in South Asian diplomacy in years: a free trade agreement with the Eurasian Economic Union, deepening bilateral ties with Russia, and a fresh diplomatic opening to Armenia — a country with which Pakistan had no formal relations until very recently.
The timing is not accidental. Pakistan is operating under sustained economic pressure, with its foreign exchange reserves having hit crisis levels in 2023 and the IMF's conditional lending keeping Islamabad on a short leash. A free trade arrangement with the EAEU — which encompasses Russia, Kazakhstan, Belarus, Armenia, and Kyrgyzstan — would open markets across a combined bloc of roughly 180 million consumers and meaningfully reduce Pakistan's structural dependence on Western-aligned trade frameworks.
Tirmizi did not frame this as a pivot away from anyone. Diplomats rarely do. But the logic is plain: Pakistan is pursuing economic architecture that does not require Washington's approval, at a moment when Washington's appetite for Pakistani alignment has cooled considerably since the 2021 Afghan withdrawal removed the most pressing strategic rationale for the relationship.
The Armenia dimension deserves more attention than it has received. Pakistan was, for decades, one of the handful of countries that did not recognize Armenia — a position rooted in solidarity with Azerbaijan and Turkey, both of which are close Pakistani partners. The establishment of formal diplomatic relations and the appointment of Yerevan's first-ever resident ambassador to Islamabad is therefore not a routine bureaucratic event. It is a signal that Pakistan is recalibrating the geometry of its Caucasus relationships in the wake of Azerbaijan's decisive military victory in Nagorno-Karabakh in 2023, which settled — for now — the conflict that had long made Armenian recognition politically costly for Islamabad.
Tirmizi's language on Armenia was notably warm, describing shared historical and cultural threads and expressing genuine optimism about the relationship's potential. Whether that optimism translates into commercial substance — trade corridors, energy linkages, transit routes — remains to be seen, but the framing matters. Pakistan is presenting itself not as a reluctant latecomer to Armenian diplomacy, but as an eager new partner with something to offer.
The Russian relationship is the anchor of this broader reorientation. Despite Western sanctions on Moscow following the 2022 invasion of Ukraine, Pakistan has continued to develop its energy and trade ties with Russia, including discussions around discounted Russian crude. Tirmizi's EAEU free trade signal is a further institutionalization of that approach — moving from ad hoc bilateral deals to a structured multilateral framework that would be considerably harder for any future Pakistani government to quietly reverse under external pressure.
Also notable in Tirmizi's interview was a reference to behind-the-scenes contacts between the United States and Iran — a claim that, if accurate, would place Pakistan in a quiet facilitation role in one of the most consequential diplomatic back-channels in the region. Pakistan has historically positioned itself as a back-channel interlocutor between Gulf states and Iran, and between Kabul and various outside powers. Whether that role is active in the current US-Iran dynamic is unconfirmed, but the ambassador's willingness to surface the claim publicly is itself a diplomatic signal — a reminder to all parties that Islamabad is watching, and talking.
What emerges from Tirmizi's public remarks is a portrait of a Pakistani diplomatic establishment that has decided, with unusual clarity, that multipolarity is not a threat to be managed but an opportunity to be seized. The EAEU trade pact, the Armenian opening, the Russian relationship, the Iran back-channel — none of these are being hidden. They are being announced, deliberately, to an audience in Moscow. That is the point. Pakistan is telling the world which room it wants to be in.
Who is covering this (9+ outlets)
- Daily TimesPakistan eyes free trade pact with Eurasian Economic Union, says envoy
- UrduPointPakistan Eyes Free Trade Pact With Eurasian Economic Union, Expanding Ties With Russia: Ambassador Faisal Tirmizi
- Associated Press Of PakistanPakistan eyes free trade pact with Eurasian Economic Union, expanding ties with Russia: Ambassador Faisal Tirmizi
- NEWS.amPakistan to sign free trade agreement with Eurasian Economic Union, ambassador to Russia says
- МедиамаксArmenia has a great deal in common with Pakistan," the ambassador says
- armenpress.amPakistan sees prospects for expanded cooperation with Armenia
- Информационное Агентство КабарPakistan to sign free trade agreement with EAEU, ambassador to Russia says
- TASSPakistan prioritizes stronger relations with Russia, Armenia, Azerbaijan -- envoy
- قناة العربيةPakistan says holding contacts behind-the-scenes between US, Iran
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