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Natural gas

Turkmenistan Gas Exports: Could Tajikistan Become a New Market?

Turkmenistan has the world’s fourth-largest natural gas reserves, but most of its gas exports still go to China. Ashgabat has spent years seeking other markets and is again looking to potential customers elsewhere in Central Asia. Uzbekistan already buys Turkmen gas, while Tajikistan remains a potential customer. The prospect drew renewed attention after Tajik Foreign Minister Sirojiddin Muhriddin visited Turkmenistan on August 20–21. During meetings with President Serdar Berdimuhamedov and Foreign Minister Rashid Meredov, the two sides discussed trade, transport, energy, and other areas of cooperation. The published accounts of the talks, however, made no mention of new gas supplies. The Idea Dates Back to 2023 At an August 2023 summit in Ashgabat, the presidents of Turkmenistan, Uzbekistan, and Tajikistan agreed to cooperate on supplies of natural gas, oil, petroleum products, and electricity. They instructed their energy ministries to discuss joint projects. After the summit, Meredov identified Uzbekistan and Tajikistan as priority markets in the region. At the time, Turkmenistan said it planned to increase gas production by at least 60 billion cubic meters in the coming years, citing further development of Galkynysh, one of the world’s largest gas fields. State-owned Turkmengaz and UzGasTrade subsequently agreed on annual supplies of up to 2 billion cubic meters under a short-term contract and discussed a longer-term arrangement. The contract came as Uzbekistan became a net importer after decades as a gas exporter, with domestic production declining and demand rising. Output fell further in 2025 and the first half of 2026. Any Turkmen gas bound for Tajikistan would have to pass through Uzbekistan because the two countries do not share a border. Tajikistan already imported around 267 million cubic meters of Uzbek gas in 2024, but Turkmen supplies would require a separate commercial arrangement. No prices, volumes, or timetable have been announced, leaving the plan on paper. A Small Market, but a Short Route Tajikistan cannot replace China as a market for Turkmen gas. Hydropower provides almost all of its electricity, and its potential demand for imported gas is far smaller than China’s. In February, Gurbanguly Berdimuhamedov, Turkmenistan’s former president and current chairman of the Halk Maslahaty, described diversifying gas exports as one of the country’s main priorities. Turkmenistan’s landlocked position leaves it dependent on where its pipelines lead. The main route runs east through Uzbekistan and Kazakhstan, carrying around 30 billion cubic meters of gas to China each year via the Central Asia–China pipeline. That reliance may deepen after China National Petroleum Corporation reached an agreement with Turkmenistan in April to develop the fourth phase of Galkynysh. The $5.1 billion project is expected to add 10 billion cubic meters of annual gas-processing capacity. Bigger Alternatives Are Moving Slowly The best-known alternative is the Turkmenistan–Afghanistan–Pakistan–India (TAPI) gas pipeline. Although construction began on its Afghan section in 2024 after decades of discussion, the pipeline remains far from delivering gas to Pakistan or India. By August 2026, Afghan authorities said 116 kilometers had been laid. Afghanistan’s role could expand from transit country to gas buyer....

TAPI Gas Pipeline

TAPI Gas Pipeline Advances Toward Herat, Afghanistan

Progress on the Turkmenistan-Afghanistan-Pakistan-India (TAPI) gas pipeline, one of the largest energy infrastructure projects in the region, was the central focus of recent talks between Turkmenistan’s Ambassador to Afghanistan, Khoja Ovezov, and Afghanistan’s Minister of Mining and Petroleum, Hedayatullah Badri. According to Turkmenistan’s state oil and gas company, Turkmennebit, the Turkmen delegation briefed its Afghan counterparts on the current phase of construction and outlined upcoming steps. Both sides expressed optimism that the pipeline will reach the western Afghan city of Herat by the end of 2026, a key milestone for the project. The TAPI pipeline is projected to span approximately 1,814 kilometers, with 214 kilometers running through Turkmenistan, 774 kilometers through Afghanistan, and 826 kilometers through Pakistan, ending at the Indian border. The Afghan segment is not only the longest outside of Pakistan but also the most challenging, both logistically and politically. The most recent development in the project, the opening of the Serhetabat-Herat section, officially named Arkadagyň ak ýoly (“Arkadag’s White Path”), was marked on October 20, 2025. Once operational, the pipeline is expected to bring substantial economic benefits to the participating countries. Afghanistan could receive over $1 billion annually in transit and related revenues, while Pakistan is projected to earn between $200 million and $250 million. These figures, according to project stakeholders, represent a significant step toward the economic goals of each nation involved. Preparatory work has already been completed on a 91-kilometer stretch of the TAPI route in Herat province. The necessary infrastructure is in place, and worker camps have been established along the pipeline corridor.

TAPI

Is TAPI Just ‘TA’ for Now?

The idea for the 1,800-kilometer Turkmenistan-Afghanistan-Pakistan-India (TAPI) natural gas pipeline project has been around for 30 years. There has not been much progress in building the pipeline during those decades. The chances of seeing TAPI realized seem far away at the moment, considering Pakistan and India were involved in fighting in May of this year, and in October, there were battles along the Pakistan-Afghanistan border. However, Turkmenistan and Afghanistan are still interested in TAPI, and top officials from those two countries just met along the border to inaugurate a new section of the pipeline, and it looks like, for now, these two countries are enough. Another Ceremony Gurbanguly Berdimuhamedov, the chairman of Turkmenistan’s Halk Maslahaty (People’s Council), went to the Turkmen-Afghan border on October 20 to meet with Afghanistan’s Deputy Prime Minister for Economic Affairs, Mullah Abdul Ghani Baradar, for an event inaugurating a new section of TAPI. The ceremony for the Serhetabat-Herat section of TAPI took place just inside Afghanistan, not far from where top officials from the four countries involved, including Berdimuhamedov, gathered in February 2018 to launch construction of the Afghan section of TAPI. Berdimuhamedov made his only previous visit to Afghanistan during that ceremony, when he, the Afghan president, Pakistani prime minister, and Indian minister for state and external affairs, briefly flew to Herat to continue celebrations marking the launch. The location of the October 20 inauguration was also not far from the Islim Chesme border crossing, where Berdimuhamedov met with Afghan officials in September 2024 to again launch construction of the Afghan section of TAPI. Baradar and Berdimuhamedov spoke about the project’s importance in fostering greater regional cooperation, the economic benefits of which include creating jobs and providing energy to areas that greatly need it. Similar remarks were made by Berdimuhamedov and others at previous TAPI launches. Work did finally start after the 2024 launch. Afghanistan’s Tolo News reported that according to the country’s Ministry of Mines and Petroleum, 14 kilometers of the pipe have been laid, and 70 more kilometers of the route are set for pipeline installation. Turkmen state media always refers to Berdimuhamedov as “Arkadag,” which means “protector” in the Turkmen language. According to Turkmen state media, the Serhetabat-Herat section of the pipeline is called “Arkadagyn Ak Yoly,” or “Arkadag’s White Road.” Tolo News also reported that, “Recently, a large quantity of gas transmission pipes was imported from Turkmenistan into Afghanistan.“ It appears the Serhetabat-Herat section of TAPI is making progress, but it could be years before the pipeline goes any farther. A More Modest Goal For nearly the entire history of the TAPI project, the major obstacle to actually building the pipeline was the security problem inside Afghanistan. That problem is not over, but it is significantly reduced now that the Taliban are again imposing brutal control over the country. Military conflicts in recent months between Pakistan and both the other partners in the TAPI project shine a spotlight on another problem that has always raised questions about the viability of...

U.S.-Turkmenistan Relations

Opinion: Gas, Geopolitics, and Realism: U.S.–Turkmenistan Talks Signal Shift

U.S. Secretary of State Marco Rubio and his Turkmen counterpart Rashid Meredov wrapped up bilateral consultations last week in Washington, DC. The encounter suggested a new awareness on Washington’s part of Turkmenistan’s pivotal geostrategic location in the heart of Central Asia and its status as a major hub of natural resources. Since becoming head of state in March 2022, Turkmenistan’s President Serdar Berdimuhamedov has shifted his country’s foreign policy from one of strategic isolation to what might be called practical realism, whereby priority is given to fair trade and investments that are in line with national interests and long-term development. Like the other Central Asian heads of state, Berdimuhamedov also champions a pragmatic, interest-based foreign policy. Consequently, they find the current, pragmatic U.S. administration with its concern to work out deals (presumably mutually beneficial ones) more congenial than its predecessor, with its penchant for geostrategic maneuvering and ideology. Secretary Rubio recently observed: “A mature foreign policy requires a balancing of interests - that’s a fact.” This way of thinking goes over well in smaller independent states such as Turkmenistan and other Central Asian countries, whose key national priorities include establishing their statehood on a firm basis and safeguarding their sovereignty amid the turbulent great power politics being played out in their vicinity. Oil and Gas Over the years, Berdimuhamedov has insisted that foreign entities seeking access to the country’s vast natural gas reserves must play by Ashgabat’s rules. Home to the world’s fourth-largest gas reserves, Turkmenistan invites foreign participation in its energy sector, provided that agreements are structured as win-win arrangements and don’t give suitors the geostrategic upper hand. In this context, it would make sense for Washington to get the word out about two upcoming conferences in Ashgabat: The Turkmenistan Investment Forum, September 18– 19, 2025, which will serve to attract long-term investment into the country's economy, and the 30th Oil & Gas of Turkmenistan – 2025 International Conference & EXPO (OGT 2025) on 22–24 October. Turkmenistan had a strong 2024 in terms of energy, producing 77.6 billion cubic meters of natural gas and 8.3 million tons of oil. The OGT 2025 will showcase the country’s resource potential and new investment opportunities, focusing on upstream projects such as the Galkynysh gas field and the Caspian blocks, as well as on initiatives in the areas of renewable energy, methane mitigation, and infrastructure modernization. Moreover, Ashgabat wants to expand its Trans-Caspian and north-south economic corridors and complete the Turkmenistan-Afghanistan-Pakistan-India (TAPI) gas pipeline, among other initiatives in transport and logistics. U.S. companies may want to explore these new opportunities. Travel Limitations to the U.S. Ashgabat is working with the U.S. Department of State to lift recently imposed restrictions on Turkmen citizens wishing to travel to the U.S. Both sides are aiming to ensure that applicants are properly screened before a visa is granted and that recipients comply with its terms. To further deepen ties, Washington should view Turkmenistan’s neutrality towards others on the global stage in security and foreign-policy matters not as an obstacle, but as an advantage that facilitates dialogue. While maintaining its advocacy for democratic principles,...

U.S.-Turkmenistan Relations

U.S.–Turkmenistan Rapprochement: Energy, Neutrality, and Digital Geopolitics

For more than three decades, Turkmenistan has stood apart from its neighbors. Since declaring independence in 1991, it has built its foreign policy around “permanent neutrality,” a status formally recognized by the United Nations in 1995. Neutrality has meant avoiding military alliances, steering clear of regional blocs, and limiting international engagement to carefully managed bilateral relationships. Ashgabat has been especially cautious in its dealings with Washington, keeping contacts minimal while relying overwhelmingly on China to buy its natural gas. That posture is beginning to shift. In 2025, the outlines of a quiet rapprochement between Turkmenistan and the United States are visible. The latest round of Annual Bilateral Consultations (ABCs) in Washington, coupled with Ashgabat’s more active role in the C5+1 regional dialogue, suggests a gradual warming. On September 19, 2023, Turkmen President Serdar Berdimuhamedov participated in the first C5+1 multilateral summit alongside the U.S. and regional counterparts, highlighting Ashgabat’s more active role in the platform. At the heart of this cautious opening are three themes: energy dependence, security on Turkmenistan’s southern border, and the geopolitics of digital connectivity. Annual Bilateral Consultations: A Structured Dialogue The ABCs were launched in 2010 as part of a U.S. initiative to formalize engagement with all five Central Asian states. They are yearly, structured meetings between senior officials that review the state of bilateral relations across political, economic, and security issues. In August 2025, Foreign Minister Rashid Meredov met Secretary of State Marco Rubio in Washington for the 11th ABC. According to the U.S. State Department release, the two sides “underscored their commitment to advancing U.S.-Turkmenistan relations, including through security cooperation, increased economic and investment opportunities, the advancement of religious freedom, and deepening engagement through the C5+1 diplomatic platform.” The statement was deliberately brief and omitted sensitive matters such as the partial visa restrictions Washington imposed on Turkmen citizens earlier that year. But the very fact of the meeting, following years of minimal contact, marked a notable warming. From Episodic Contacts to Broader Cooperation The rapprochement has begun to take shape in concrete ways. Trade between the two countries, though still small, nearly doubled in 2024 to reach $218.5 million. Turkmenistan exported textiles, chemicals, and gas-related equipment, while U.S. exports included aviation technology, electronics, and agricultural machinery. Overall, the trade volume remained the second-lowest among Central Asian states, but the sharp increase pointed to a deliberate effort to expand ties. Reflecting this momentum, on June 8, 2025, Turkmenistan’s Foreign Minister Rashid Meredov met with the Executive Director of the Turkmenistan–U.S. Business Council, Eric Stewart, to discuss cooperation across sectors, including energy, cybersecurity, green technology, and education. Security cooperation has grown more visible. Turkmenistan’s long border with Afghanistan has long been a vulnerability, and while Ashgabat avoided involvement in the U.S.-led war, it quietly welcomed assistance to reinforce border defenses and counter trafficking. The U.S. has provided equipment, training, and support for Turkmen border services, a low-profile effort documented in a Congressional Research Service report. Turkmenistan has invested over a billion dollars in Afghan infrastructure projects...

Export of Natural Gas

Turkmenistan’s Strategic Reentry into Gas Diplomacy

Turkmenistan holds the world’s fourth-largest proven gas reserves. And yet, its energy diplomacy has until quite recently remained inert. The paradox is systemic: it possesses more gas than infrastructural escape routes; yet as demand for non-Russian energy rises across Eurasia’s westward axis, Ashgabat’s relevance grows, not so much because it radically evolves but because the system around it does. Historically, 80–90% of Turkmen gas has flowed east through the Central Asia–China pipeline, sometimes called the Turkmenistan–China corridor. The dependency is acute, and the pricing asymmetrical. Previous efforts to increase flows in other directions — across Iran, via Azerbaijan, southward to South Asia, or across the Caspian Sea — have been dashed on the rocks of logistics and geopolitics. The early 2000s were especially pivotal, when Turkmenistan's delay in engaging with the EU’s Southern Gas Corridor initiative shaped a decade of missed leverage. What we are seeing now is not a late start but a late modulation of the country's energy vectors across weakly emerging paths. Geoeconomic Constraints as Strategic Catalysts Dependency on China as a monopsonist (sole purchaser) implies not just limited diversification but two deeper vulnerabilities. First, price-setting mechanisms remain inscrutably opaque. Second, the lack of alternative outlets structurally reinforces the asymmetry. Attempts to broaden options through Iran or Azerbaijan, though nominally ongoing, rely more on swaps than corridors, and even these are uneven. The Dauletabad–Sarakhs–Khangiran pipeline, completed in 2010, should have represented a minor second axis. However, it operates at a trickle, if at all, due to Iran's past failure to pay contracted sums in a timely fashion, requiring international arbitration. Another example is the Turkmenistan–Afghanistan–Pakistan–India (TAPI) pipeline, discussed since the 1990s, and in which India lost interest two decades ago. TAPI remains on hold, hampered by Afghanistan’s security volatility and a practical lack of commercial prospects that produce financing shortfalls. The Trans-Caspian Gas Pipeline (TCGP) was long stalled by legal uncertainties over Caspian Sea seabed rights and opposition from Russia and Iran. Even since the sea’s status under international law was settled by the Caspian Convention, signed in 2018, planning for this pipeline remains somnolent, despite its removal of many legal barriers to TCGP construction. Swap agreements are usually regarded as workaround tools, but for Turkmenistan, they have become more permanent structural mechanisms, allowing Ashgabat to insert itself into third‑party supply chains without transit risk. Iran’s infrastructure is unreliable but offers compression and metering; Azerbaijan’s network enables reverse flows and flexibility. A modest but symbolically important addition is the Dostluk field, a previously disputed offshore deposit between Azerbaijan and Turkmenistan in the Caspian Sea. A 2021 Memorandum of Understanding resolved maritime delimitation and designated the field for joint development. Even when summed all together, these vectors remain mainly null. Once seen as “backup” export routes, they have failed structurally. Turkmenistan, infrastructurally entangled yet geopolitically uncommitted, still lacks true backup and instead manages redundancy, maintaining multiple provisional export channels simultaneously. It must still respond adaptively to shifting constraints while balancing fragile options. Turkmenistan's Attempts to Rewire Its Client...