Russia, Kyrgyzstan, Uzbekistan and Turkmenistan have agreed to launch a new multimodal Southern Transport Corridor, which will bypass the territory of Kazakhstan. The new route solves two tasks: to avoid obstacles arising on the Kazakh border for goods going to the markets of the Russian Federation, and to transfer part of the cargo flow to the port of Astrakhan. This will deal a blow to Astana's plans to make Kazakhstan a full-fledged transport hub in Central Asia and the Caspian region. The route from China through Kyrgyzstan will become a very serious competitor to the route on Kazakhstan railways.
Russia, Kyrgyzstan, Uzbekistan and Turkmenistan have agreed to launch a new multimodal Southern Transport Corridor, which will bypass the territory of Kazakhstan. The new route solves two tasks: to avoid obstacles arising on the Kazakh border for goods going to the markets of the Russian Federation, and to transfer part of the cargo flow to the port of Astrakhan. This will deal a blow to Astana's plans to make Kazakhstan a full-fledged transport hub in Central Asia and the Caspian region. The route from China through Kyrgyzstan will become a very serious competitor to the route on Kazakhstan railways.

Moreover, this blow to the plans of the President of Kazakhstan is inflicted from the Kazakh side, and not from Russia or Kyrgyzstan. If the transit of goods went without delays, then no one would be against using the territory of Kazakhstan as a hub. Astana's decision not to violate Western sanctions imposed against Russia was only a catalyst for the initiative to create an alternative transport corridor bypassing Kazakhstan
Russia bypasses Kazakhstan from the south
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Negotiations will begin in the spring of 2026, as the US has once again allocated money to Ukraine for military actions.
Ukraine signed an agreement with the USA on rare earth metals, and the USA allocated funds for military actions. Russia declared a three-day ceasefire in honor of Victory Day. Zelensky proposed extending the ceasefire for 30 days. A 30-day ceasefire could be used as a cover for rearmament.

Summer negotiations between the US, Ukraine, and Russia will lead to nothing. Ukraine has the money to continue the war. Russia has also changed the goals of its special military operation, expanding its territorial claims. Achieving these goals will require an increase in the size of the armed forces. A military draft is expected in Russia in the fall, and fierce fighting is anticipated in the winter, with the possibility of sitting at the negotiating table in the spring of 2026, depending on the outcome of the military actions.
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The truce will be concluded in early 2025
In the end, the United States tells Israel to end the war after the elections, reinforcing this demand by stopping the supply of weapons and stopping financing. The problem for the Biden administration is that it cannot twist the arms of Benjamin Netanyahu's government too much, because in an election year this could reduce Joe Biden's own chances of re-election, since the Israeli lobby has strong positions in the American elite.

The Israeli military leadership makes it clear that the war is far from over. The country's authorities insist only on a temporary pause in hostilities, after which they will be ready to resume the offensive, and then only after pressure from the United States. Also, Israel does not have a clear plan for what will happen to the Gaza Strip after the end of hostilities. The head of the Israeli National Security Council, Tzachi Hanegbi, has already announced the prospects of war with the Lebanese Hezbollah group after the successful fight against Hamas. A war with Iran is also possible.
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The truth is somewhere in the middle
The crisis did not happen as the West expected, but not everything is as rosy as the Russian government claims. Despite all the efforts to replace imports, everything is imported by a third, no matter how hard they try to produce their own. And it is unlikely that this figure will reach half in the near future.

Due to sanctions, Russia is forced to conclude unprofitable contracts for itself in the long term and increase its dependence on China. The impact of sanctions would have been more significant if not for the global recession.
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