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Defense & Security

Analytical Brief: The Baltic Region – From Cooperation to Conflict

Flag of Russia and the Baltic countries - Latvia, Lithuania, Estonia - on a cracked stucco wall as a concept of conflict and threats

Image Source : Shutterstock

by Igor I. Zhukovsky

First Published in: Jun.18,2025

Jul.07, 2025

Introduction

 

The geopolitical upheavals of the 1990s directly affected the Baltic Sea region: the USSR collapsed, the Warsaw Pact was dissolved, and Germany was reunited. The logic of the “end of history” introduced completely new principles of international order across the European continent. Trade, economic, and military-political cooperation were based on shared development goals and universal practices of international interaction. Rapidly growing trade, economic, cultural, educational, and investment ties in the Baltic region helped overcome the recent legacy of Cold War bloc confrontation. Regional organizations and formats of cooperation, even if they did not create a new “Baltic” identity (an idea proposed in the early 1990s), certainly established working mechanisms for joint regional projects. These initiatives were implemented by countries ready for mutually beneficial cooperation.

 

However, these carefully built formats and projects proved fragile in the face of global challenges. The decline of global governance institutions and growing tensions between the collective West and a resurging Russia — economically, politically, and militarily — led to a global political crisis. The increasingly militarized Baltic Sea region became a logistical hub for strategic rivals — Russia and NATO / the EU.

 

A Region of Cooperation

 

In March 1992, at a conference of foreign ministers of the Baltic Sea countries and Norway, the Council of the Baltic Sea States (CBSS) was established. The main initiators of this idea were German Foreign Minister Hans-Dietrich Genscher and his Danish counterpart Uffe Ellemann-Jensen. The creation of a common regional international organization marked the symbolic start of a phase of intensive interstate cooperation in the region, based on the principles of the UN Charter, the Helsinki Final Act, the Paris Charter, and other CSCE documents.

 

At the political level, CBSS member states declared their readiness to act together in the common interest. They confirmed their commitment to cooperation, including the peaceful resolution of regional disputes in a spirit of good neighborliness and partnership. The idea of building a system of regional organizations and initiatives under the CBSS political umbrella was seen as a more effective solution for regional development than relying on international organizations focused on global issues and the many military and humanitarian crises of the early 1990s.

 

By the start of the 21st century, the Baltic region had a range of functioning projects and initiatives across various fields: from regulating the use of Baltic Sea biological resources to a joint online university (the Baltic University Programme), from a platform for marine spatial planning (Vision and Strategies Around the Baltic Sea, VASAB) to festivals organized by the Union of the Baltic Cities (UBC).

 

One of the most important issues requiring practical cooperation between the EU and Russia was the development of the Kaliningrad region of the Russian Federation. This semi-exclave (due to its access to the sea) is separated from mainland Russia by the territories of Poland and Lithuania — countries that declared their intention to join Euro-Atlantic institutions, which was seen as a confrontational move by Russia — and Belarus.

 

The “Kaliningrad Puzzle” was about finding the best strategy between Russia and the EU to support the daily life and sustainable economic development of the Kaliningrad region after Poland and Lithuania joined NATO and the EU. This brought restrictions on the transit of passengers and goods, on trade and energy cooperation with neighboring countries, and on maintaining the military security of the region.

 

At the turn of the 20th and 21st centuries, there were only few scenarios discussed for resolving the "Kaliningrad Puzzle." One seemingly attractive idea was the concept of a “Hong Kong on the Baltic”, but it had no real prospects due to a lack of political will — both from neighboring countries and from the Russian central government. Moreover, the very idea of a demilitarized zone with open access for foreign investment and visitors, offering special conditions for business and governance, did not gain support at the federal level. It was removed from the agenda already during expert discussions. It is likely that this concept was viewed as a possible threat of “creeping separatism,” especially against the background of growing anti-federal sentiments in the region.

 

Another concept discussed in parallel was that of a “land-based aircraft carrier.” This scenario involved limited trade and economic cooperation with neighboring countries, a significant reduction in cross-border passenger flow, and the strengthening of the region’s defensive (and in some proposals, offensive) military potential. This would mean creating an “island model” for the region's economy and energy system. From today’s perspective, it is clear that this unlikely scenario is exactly what has been implemented.

 

In the 1990s, a research group led by Professor G. M. Fedorov of Kaliningrad University proposed the idea of “Kaliningrad as a region of cooperation between Russia and the EU.” It envisioned the region as a platform for building cooperation networks to enhance economic (a free or special economic zone), political (a venue for dialogue and negotiations), scientific and educational (development and internationalization of the university complex), and cultural (creation of a cultural cluster) ties with the EU. This could have helped establish a new model of international relations in the Baltic — a model of “EU–Russia cooperation in the region.” The proposal included a recommendation to legally define Kaliningrad’s development strategy at the federal level as a region of intensive interaction with the EU.

 

This idea was perceived by both Russia and the EU more as a reflection of the spirit of the time than as a real plan of action. Implementation took place without formal legal support and with little political enthusiasm. Each side interpreted the idea of cooperation in its own way, based on its own interests — both open and hidden.

 

When analyzing the implementation of the “region of cooperation” concept, it becomes clear that it was undermined by the efforts of Poland and the Baltic States, which, in the context of their Euro-Atlantic integration, worked to securitize nearly all forms of interaction with Russia.

 

The accession of Poland and the Baltic States to the EU on May 1, 2004, had critical consequences for the regional landscape. The new EU members made “Eastern Policy” their foreign policy priority, aiming not only to offer expert assessments of the post-Soviet space but also to actively shape the EU’s policy toward Russia. This approach aligned with the Polish interpretation of the Giedroyc–Mieroszewski Doctrine, which argued that a long-term goal of Polish foreign policy should be the existence of post-Soviet states independent from Russian influence.

 

Poland, the Baltic States, and later Germany saw the EU as the key moderator of the political and economic agenda in the Baltic Sea region. This was reflected in the development and adoption of the EU Strategy for the Baltic Sea Region. In the field of security, they relied on NATO while also building bilateral military ties with the United States and strengthening their own defense capacities.

 

“Cool War” and a Region of Conflict

 

Professor K. K. Khudoley from St. Petersburg State University describes the growing tensions between Russia and Western countries in the Baltic Sea region as a period of “Cool War.” This phase is marked by decreased predictability and manageability of international processes due to a major rift between Russia and other regional actors. In the Baltic region, the development of multilateral cooperation networks and accumulated experience of interregional engagement failed to act as “political shock absorbers.” Instead, regional cooperation dynamics were defined by Russia’s relations with NATO and the EU. At that time, neutral countries like Sweden and Finland started participating in limited military-political cooperation with NATO countries, raising doubts in Russia about the permanence of their non-aligned status.

 

In this context, scholar Y. M. Zverev accurately noted that the idea of the Baltic as a region of cooperation with Western neighbors gradually collapsed. It was a result of accumulating contradictions and rising global tensions, eventually leading to near-complete breakdown of cooperation — except for dwindling trade relations. Russia’s formal exclusion in 2022 from regional cooperation formats was preceded by processes inside NATO and the EU, aimed at building alternative cooperation mechanisms and strengthening their political, economic, and military presence in the Baltic region.

 

On August 12, 2008, during the five-day war in Georgia, Polish President Lech Kaczyński addressed a rally in Tbilisi, with the presidents of Estonia, Lithuania, Latvia, and Ukraine present. He voiced concern over what he saw as an existential threat from Russia: “Today Georgia, tomorrow Ukraine, the day after tomorrow the Baltic States, and then possibly my own country, Poland.” From that point, Warsaw actively promoted its view of regional security within Euro-Atlantic structures, emphasizing rivalry with Moscow — despite growing trade and energy ties between Russia and various EU countries.

 

Poland, Lithuania, Latvia, and Estonia took an active role in developing the EU Strategy for the Baltic Sea Region, promoting a vision of the Baltic as a zone of priority EU interests. In this framework, relations with Russia, Iceland, Belarus, and Norway were seen as external. The European Commission was viewed as the main source of political influence and funding for transforming the region and reducing Russia’s role in the regional agenda. The adoption of the Strategy in 2009 became a turning point, undermining the earlier idea of a “Sea of Cooperation.” EU member states in the region prioritized EU-centered mechanisms that effectively excluded Russia — even though special cooperation formats were formally included. It’s important to highlight that the dismantling of the “region of cooperation” logic and the move toward a conflict-driven “Cool War” scenario was mainly caused by external, non-regional factors: the erosion of the dominant world order, worsening tensions between NATO and Russia, and the acute phase of that conflict — the Ukraine crisis.

 

The escalation of the Ukraine conflict in 2022 turned the situation in the Baltic into a conflict zone. Russia was removed from nearly all key cooperation frameworks — mechanisms that were originally created to absorb tensions, align interests, and prevent crises from becoming irreversible.

 

On March 3, 2022, foreign ministers of all non-Russian member states of the Council of the Baltic Sea States (CBSS) and the EU’s High Representative for Foreign Affairs adopted a Declaration suspending Russia’s participation “until conditions allow for renewed cooperation based on fundamental principles of international law.” On May 17, 2022, the Russian Foreign Ministry announced the country’s withdrawal from the CBSS, describing the organization as a tool of anti-Russian policy.

 

A similar fate befell the Northern Dimension — another highly effective and well-developed cooperation framework. It covered areas like the environment, nuclear safety, healthcare, energy, transport, trade, research, education, and culture. The Northern Dimension had real impact, including in global-scale nuclear safety. On March 8, 2022, the EU, Iceland, and Norway suspended all cooperation with Russia and Belarus under this program.

 

Today, all foreign countries of the Baltic region support Ukraine and run national programs of political and military assistance. They also participate in NATO, EU, and “Baltic-format” initiatives. Poland has become a key logistics hub for delivering humanitarian and military aid to Ukraine, while also building up its military infrastructure and increasing the size and capabilities of its armed forces.

 

A key milestone was the accession of Finland and Sweden to NATO, which confirmed the trend of militarization and strategic alignment of the region in favor of the U.S. and NATO. In NATO’s 2022 Strategic Concept, Russia was declared “the most significant and direct threat” to the security of allies and the Euro-Atlantic area. Similar statements appeared in updated security strategies of Sweden and Finland.

 

Dmitry Medvedev, Deputy Chairman of Russia’s Security Council, stated that after Sweden and Finland joined NATO, the non-nuclear status of the Baltic Sea was no longer relevant. Since 2022, the Baltic has turned into a region of rapid militarization, with NATO and Russia both increasing operational capabilities — especially along shared borders.

 

For Finland, which shares a long border with Russia, joining NATO marked a major shift in its security policy. Previously, Finland maintained non-alignment, focusing on national defense and cooperation with Sweden while keeping stable relations with Russia. According to researcher S. V. Andreyev, the NATO debate in Finland started after the 2014 Ukraine crisis, but received little public support back then. However, Matti Pesu, senior researcher at the Finnish Institute of International Affairs, noted that although Finland had cooperated with NATO since the 1990s, the events of 2022 caused a decisive public shift: “The majority of Finns supported the decision.” In 2024, Finland’s military spending reached €6.8 billion (more than 2.4% of GDP).

 

Sweden defines its role in NATO as a security guarantor in the Baltic region. Stockholm is developing military-technical cooperation with Finland and Norway, promoting the idea of a unified NATO operational command in Northern Europe (JFC Norfolk). Sweden is also interested in building joint defense capabilities with the Baltic States, Germany, and Poland. In Sweden’s strategic documents, Russia is identified as the main threat, “supported by other authoritarian states such as Iran and China.” On December 17, 2024, the Swedish parliament approved the national defense strategy for 2025–2030, which includes an increase in military spending from 122 billion kronor (2.2% of GDP) in 2024 to 186 billion kronor (2.6% of GDP) by 2030.

 

To understand the scale of militarization, it is important to note that in 2024, NATO adopted its first-ever Digital Transformation Implementation Strategy — a comprehensive plan to modernize the Alliance’s digital infrastructure and capabilities. The public section of this document highlights the prioritization of cybersecurity and protection of critical infrastructure, including undersea cables and energy nodes. These priorities provide a basis for creating preventive response capabilities to threats — including scenarios involving damage or destruction of undersea infrastructure in the Baltic Sea in case of conflict escalation with Russia.

 

The growth of NATO’s military presence in the region has led to new priorities in strategic planning, reflected in large-scale exercises held in 2023 and 2024. On April 29, 2025, Russian presidential aide and chairman of the Maritime Board, Nikolai Patrushev, stated that NATO was rehearsing offensive scenarios near Russia’s borders — including the seizure of the Kaliningrad region and blockade of shipping in the Baltic Sea. Some experts assess that the threat of a maritime blockade of Russia in the Baltic, long discussed by NATO politicians, is not only possible but realistic. A naval blockade of Kaliningrad and Saint Petersburg would almost certainly be seen by Russia as a casus belli, with corresponding consequences.

 

Conclusion

 

As of June 2025, the Baltic Sea has effectively become a “region of cooperation without Russia”. Russia has been excluded from all functioning regional cooperation mechanisms, while the military, energy, and economic collaboration among the other regional states and extra-regional actors (such as the United States and France) has intensified.

 

The rapid militarization of the region and the loss of its non-nuclear status are reinforcing a long-term trend toward confrontation. At the level of military planning, regional actors are openly preparing for scenarios of full-scale conflict, which increases tensions between Russia and NATO. The idea of such a conflict is no longer unthinkable — it has strategic foundations, and the leading players in the region are preparing for it. When assessing the likelihood of this scenario, it is important to understand that the current intensity of the Baltic conflict is shaped by the short-term agendas and interests of the countries involved.

 

A degree of cautious optimism about the future of the Baltic region is based on the possibility that post-conflict agreements between Russia and extra-regional actors could become a key factor in shaping the future model of international relations in the region. Global political dynamics are capable of changing rapidly, potentially reversing current trends and creating a new political reality — overriding the inertia of existing military planning.

 

In the Baltic, there remains a solid legacy of cooperative networks. Across the region, direct links between participants of political, academic, and civic projects — both bilateral and multilateral — have not disappeared. Countries in the region still share objective common interests, especially in areas such as environmental protection and economic cooperation. This historical experience serves as a source of moderate optimism: in the foreseeable future, relations in the Baltic may move from a state of “cool war” and confrontation to one of selective cooperation. A “cool peace” and selective cooperation would clearly be more aligned with Russia’s long-term interests in the Baltic region than a scenario of full-scale conflict.

 

About the Author

 

Igor I. Zhukovsky — PhD in Political Science, Senior Research Fellow at the Baltic Region Comprehensive Research Group, Center for Strategic Planning Studies, Primakov Institute of World Economy and International Relations (IMEMO), Russian Academy of Sciences.

 

Sources

 

Meeting of the Valdai International Discussion Club. President of Russia. 27 October 2022. URL: http://www.kremlin.ru/events/president/news/69695 (accessed: 30.06.2025).

 

1992 CBSS 1st Ministerial Session – Copenhagen Declaration. Council of the Baltic Sea States, 5–6 March 1992. URL: https://cbss.org/wpcontent/uploads/2020/05/1992CBSS1stMinisterialSessionCommunique.pdf (accessed: 30.06.2025).

 

Zhukovsky I. "Council of the Baltic Sea States: New Wine in Old Bottles?" Valdai Club. 19 September 2024. URL: https://ru.valdaiclub.com/a/highlights/sovetgosudarstvbaltiyskogomorya/ (accessed: 30.06.2025).

 

Joenniemi P., Dewar S., Fairlie L.D. The Kaliningrad Puzzle: A Russian Region Within the European Union. COPRI Working Papers, Vol. 6, 2000.

 

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Khlopetsky A.P., Fedorov G.M. Kaliningrad Region as a Region of Cooperation: A Monograph. Kaliningrad: Yantarny Skaz, 2000.

 

See also: "Eastern Policy of the EU" is understood as the Union's external policy toward its eastern neighbors.

 

Polish foreign ministers R. Sikorski and A. Rotfeld have repeatedly emphasized the significance of the "Giedroyc–Mieroszewski Doctrine."

 

Ofitserov-Belsky D.V. "Eastern Policy of Poland: Conceptual Foundations and Practical Aspects." Russia and the New States of Eurasia, 2023, No. 4(61), pp. 51–61.

 

Khudoley K.K. "The 'Cool War' in the Baltic Sea Region: Consequences and Future Scenarios." Baltic Region, 2019, Vol. 11, No. 3, pp. 42–54.

 

Zverev Yu.M. "Three Russian Regions on the Baltic Amidst Russia–West Confrontation." Baltic Region, 2023, Vol. 15, No. 4, pp. 24–41.

 

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See, for example, the term “NATO internal sea” — used by various politicians and experts in relation to the Baltic.

 

NATO 2022 Strategic Concept, 9 June 2022. URL: https://www.act.nato.int/wpcontent/uploads/2023/05/290622strategicconcept.pdf (accessed: 30.06.2025).

 

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In 2024, Poland allocated over 4% of GDP to military modernization — the highest share in NATO.

 

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According to NATO, more than 11 undersea cables were damaged in the last 18 months, raising concerns about potential “grey zone” attacks.

 

"Patrushev: NATO Rehearses Kaliningrad Seizure Scenarios in Military Drills." TASS. 29 April 2025. URL: https://tass.ru/politika/23809423 (accessed: 30.06.2025).

 

Stryukovatyy V.V. "Russia's Geostrategic Position on the Baltic and the Threat of Maritime Blockade in Modern Conditions." Bulletin of the I. Kant Baltic Federal University. Series: Natural and Medical Sciences, 2024, No. 1, pp. 57–75.

First published in :

Russian International Affairs Council (RIAC)

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Igor I. Zhukovsky

PhD in Political Science, Senior Research Fellow at the Baltic Region Comprehensive Research Group, Center for Strategic Planning Studies, Primakov Institute of World Economy and International Relations (IMEMO), Russian Academy of Sciences.

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