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Part of New overland trade and multimodal routes are connecting China to Europe via Central Asia and the Caspian Sea region.

How could the logistical reorientation of Afghan trade affect Pakistan?

Likely What happens if… A possibility worth considering, not a forecast.

Pakistan faces trade disruptions and security risks from Afghan instability The shift in Afghan trade away from Pakistan, driven by border restrictions and the development of alternative routes like the Wakhan Transit Road, has led to significant commercial disruptions. Specifically, clashes in October 2025 and February and March 2026 closed the Torkham and Chaman crossings, which are reliable commercial routes. Simultaneously, the continued presence of terrorist organizations like the TTP inside Afghanistan poses a direct and urgent threat to Pakistan’s national security, as noted by intelligence circles.

Reported by 4 independent outlets Written Friday
Effect
Strong negative
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How it reaches Pakistan

Reported by news outlets

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The facts so far

As reported. Each one links to where it comes from.

  • Clashes in October 2025 and February and March 2026 closed the Torkham and Chaman crossings as reliable commercial routes.cacianalyst.org
  • Tehran overtook Pakistan as Afghanistan’s largest trading partner, with a turnover of around 3.5 billion dollars.cacianalyst.org
  • Pakistan's national security is directly affected by the presence and activities of the TTP, BLA and Majeed Brigade inside Afghanistan.dnd.com.pk
  • The Wakhan Transit Road could offer an alternative trade route to China and reduce reliance on Pakistan.ariananews.af

Why it matters

Pakistan's strategic position as a gateway to Central Asia has been challenged by Afghanistan's logistical reorientation. The reports note that the logic of Afghanistan serving as Pakistan’s strategic depth against India has broken down since the Taliban took power in 2021. This shift impacts Pakistan's economic interests and regional influence.

The security implications are equally critical. Intelligence circles in Pakistan view the presence and activities of militant groups like the TTP inside Afghanistan as a direct threat to national security. This situation forces Pakistan to navigate a difficult contradiction between diplomatic engagement and managing serious transnational security concerns.

What we don't know yet

  • Will the opening of the Wakhan Transit Road significantly reduce Afghanistan's reliance on Pakistan?
  • What level of counterterrorism cooperation is required to mitigate the threat posed by militant groups operating in Afghanistan?

Is this still moving?

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Reports
4
Developments
8
Repetition
25%

What would change this answer

China opens its border for regular commercial transit through the Wakhan CorridorThe alternative trade route would become commercially viable, potentially reducing the volume of trade passing through Pakistan.
A sustained diplomatic or military agreement is reached to curb militant activity in AfghanistanThe immediate national security threat to Pakistan from groups like the TTP could be significantly reduced.

Who else could feel it

Other possible ripples from the same event.

Reporting

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Brind's analysis is written by AI from the reporting linked above and can be wrong. This explainer is a possibility worth considering, not a forecast: steps marked as Brind's reasoning are not stated in the reporting. It is not investment advice; do your own research.