Expect China and Russia to step in and take advantage
Raffaello Pantucci is a senior fellow at the S. Rajaratnam School of International Studies in Singapore and author of the forthcoming "Sinostan: China's Inadvertent Empire (Oxford University Press, April 2022)."
While this year may have appeared momentous, the truth is that we have not yet seen the full effect of the Taliban taking over in Kabul. This will only emerge as potential opposition forces organize themselves, the regional geopolitics fall into place and the unfolding economic catastrophe starts to bite.
At a wider level, the impact of the American withdrawal from the region will also be felt as the region is pushed closer toward Russia, Iran and China as those three powers continue to square off in an anti-Western geopolitical alignment.
One result of today's intense and never-ending media cycle is the difficulty to judge the gap between cause and effect. If a particular outcome has not occurred within a day or so, the issue slips from the news pages and we forget about it, only to find ourselves shocked when it later reemerges.
After Afghanistan did not slip back into the brutal civil war that many expected, much of the world's attention moved elsewhere. Instead, a slow-moving economic crisis has created a catastrophe largely taking place out of our field of vision. But the ramifications of this crisis will emerge.
First, the parlous economic situation will drive many people to seek a life outside Afghanistan. While most will head south to Pakistan or over the border into Iran and even onward to Europe, a growing number of Afghans will flee into the Central Asian region, most likely Tajikistan.
Second, the Taliban is unlikely to feel the need to contain the country's narcotics industry, whether by design or lack of capability. Given its status as a high-value cash crop, we can expect more Afghans to turn toward narcotics production, with consequences for criminal networks and corruption across Central Asia, as well as greater fragmentation within Afghanistan.
Third, we can expect some sort of opposition to the Taliban to materialize beyond Islamic State in Khorasan Province (ISKP), which has so far been the only group to consistently target the new government.
While there is some truth to rumors of former regime soldiers and other disaffected groups joining ISKP, the group is unlikely to garner much in the way of international support.
This suggests a vacuum that will eventually be filled by a constellation of the various factions who were ejected from Kabul in August. Currently, the most likely candidates appear to be gathering in Dushanbe, Tajikistan, although a credible and effective leader has yet to emerge.
But the problems inside Afghanistan will pale in comparison with the larger geostrategic shifts taking place in the wake of the U.S. withdrawal.
While many in Washington were at pains to deny it, there was little hiding the fact that the decision to withdraw from Afghanistan was more about enabling the U.S. to focus more attention on the Indo-Pacific. It seems clear that policymakers in Washington have decided to leave the morass of middle Eurasia to others.
This does not mean that the West has completely withdrawn from the region. The U.S. and Europe will continue to be major investors and providers of aid and other forms of support across the region. But it does mean that Central Asia will receive less attention from Washington and Brussels.
Expect China and Russia to step in and take active advantage to affirm their increasing control of the Eurasian heartland.
Bordered by China, Russia, Iran, all of which suffer varying degrees of Western sanctions, Afghanistan and Central Asia will be almost entirely surrounded by countries whose relations with Washington are hostile.
That will likely result in a very hard-nosed form of geopolitics dominating regional discourse. Relationships will be entirely transactional and based around ensuring stability at whatever cost.
At the same time, we are likely to see a fairly cynical approach as to how this is achieved, with China and Russia increasingly refusing to go against each other. Unlike in the past, the confrontation with the West has escalated to the point that Moscow and Beijing see a greater strategic utility in keeping differences -- Russia's 2008 intervention in Georgia, for example -- out of public view.
The fact that Russian President Vladimir Putin and Chinese counterpart Xi Jinping are scheduled to meet early next year, the first such in-person summit for President Xi in almost two years, is a reflection of how close the relationship has become.
At an economic level too, the continued economic tightening resulting from COVID-19 is likely to strengthen Beijing's hand in Central Asia, where many regional economies are already bound to China through investment and trade links.
The current COVID-related stasis favors Chinese trade, which is increasingly delivered through online platforms that are becoming ubiquitous across the Eurasian space and can be delivered along rail and road routes that extend outward from China.
In contrast, shipping goods into China is becoming ever harder, though raw materials seem able to continue to flow without too much difficulty.
The net result is an increasingly one-way Belt and Road Initiative, which will only serve to strengthen China's economic ties across the region and make countries more dependent on Beijing in ways that will ultimately not help their own economies to diversify.
This is likely to be the story of 2022 for Afghanistan and Central Asia: a potentially unstable Afghanistan alongside a strengthening of Beijing and Moscow's hands across the region. That is when the gradual freezing of the West from the Eurasian heartland will really start to harden.