The first was that the movement, unable to govern, would fracture within a season. The second, its mirror image, was that whoever governed Afghanistan would eventually be disciplined by the ordinary requirements of statecraft — revenue, recognition, neighbours — into moderation.
Neither happened. What has emerged instead is a government that is administratively more capable than its critics expected and politically more brittle than its own propaganda suggests. Holding both halves of that sentence together is the analytical task of the moment.
The quiet accumulation of Kandahar
Begin with Hibatullah Akhundzada, who is stronger today than at any point since 2016. This is not an accident of personality, and it is certainly not the product of charisma. He is a reclusive jurist who rarely meets his own ministers and communicates through clerical intermediaries. His strength has been assembled, patiently, from four materials.
The first is tribal. Hibatullah's Nurzai lineage within the Panjpai confederation has been quietly converted into an appointments network. Men like Balkh governor Muhammad Yousuf Wafa — a fellow Nurzai who has functioned as gatekeeper to the leader — illustrate how kinship substitutes for institutions. By late 2025, every commanding height of the state sat in Kandahari hands: the leadership, the premiership, the central bank, the chief justiceship.
The second is clerical, and it is the most underappreciated. Hibatullah's real constituency is not the old guerrilla commander but the new mosque-based clergy: prayer leaders and teachers in provincial towns who had status without resources under the Republic. The Taliban have given them both.
A leadership decree specifying dormitories for five hundred to a thousand students per madrassa, daily student stipends, and graded salaries for shaykh al-ḥadīth and Qur'an instructors is not merely an education policy. It is a patronage system with a curriculum attached. Alongside some fifteen thousand registered madrassas sits a parallel network of leadership-sponsored schools operating outside the ordinary system, with their own syllabus, oaths of allegiance to the leader, and — in provinces like Panjshir — buildings repurposed from shuttered girls' schools. Provincial ulema councils extend the same logic into dispute resolution.
The calculation is sound on its own terms. A cleric who owes his salary, his students and his standing to Kandahar is a more reliable instrument of rule than a commander who remembers his own battlefield.
The third is coercive. Since early 2025, units personally loyal to the leader have been moved into positions once held by the Haqqani network, including at Kabul airport and Bala Hissar. Decisions on weapons distribution and force deployment increasingly bypass the cabinet entirely.
The fourth is legal-bureaucratic. The 119-article criminal procedure code approved in January 2026 was circulated to provincial courts without announcement, surfacing only when the Afghan rights group Rawadari published a leaked copy. It codifies obedience, extends detention powers and criminalises public criticism. It arrived amid a two-month burst of reshuffles touching more than twenty-five officials, and a fourteen-point directive warning the movement that it faced a “major test.”
The paradox of rivalry
Here is the counter-intuitive part. A cabinet of prominent names — Baradar on the economy, Sirajuddin Haqqani at interior, Yaqub at defence, Muttaqi at foreign affairs — has not produced paralysis.
Because none of these men can challenge Kandahar openly, and because each needs a demonstrable record to protect his standing, the rivalry has been sublimated into competitive delivery. Ministries compete to be seen performing. The friction is real, but it is hidden from public view and channelled into output rather than confrontation.
Kabul Municipality is the showcase. Officials report roughly 450 kilometres of road built over four and a half years, 137 of them in 2025 alone; nearly 29 billion afghanis in revenue collected since March 2022; some 29,000 streetlights activated; twelve parks rebuilt; and 233 development projects budgeted for the current solar year. Set against the donor-financed municipal experiments of the Karzai and Ghani years, this is not a trivial record.
But the caveats matter as much as the numbers. Land acquisition covering more than eleven thousand properties has proceeded with almost no transparency, whole districts were transferred to the municipality by leadership order, and in June 2026 Afghan outlets reported — without official confirmation — a corruption investigation reaching the mayor himself.
This is a model of administration that delivers pavement while eroding property rights, and audits nothing. It is worth naming precisely, because it is the template now being exported to other Afghan cities.
Northern anchors
The same competence-without-legitimacy pattern shapes foreign policy, where Kabul's northern turn has been its most successful project.
Russia recognised the Taliban government in July 2025, and Putin accepted the Afghan ambassador's credentials in January 2026. China had accredited a Taliban ambassador as early as December 2023; the UAE, Kazakhstan and Uzbekistan have followed on credentials without formal recognition.
Trade with the five Central Asian states has grown to roughly $1.7 billion. Uzbekistan, whose bilateral trade passed $1 billion, is Kabul's most active partner and the sponsor of the Termez–Naibabad–Kharlachi “Kabul corridor.” Afghan exports through Turkmenistan's Torghundi crossing have more than doubled while Ashgabat presses on with TAPI. Kyrgyzstan removed the Taliban from its terrorism list and, with Tajikistan, inaugurated components of CASA-1000. Russian and Uzbek railway administrations have supplied the technical scaffolding, and Kabul's endorsement of the 1520mm Russian gauge was a geopolitical declaration disguised as an engineering choice.
None of this is affection. It is risk management by neighbours who want corridors, electricity markets and a quiet border — and who have concluded that the Taliban are the address at which such things are now negotiated.
It also remains modest. Most volume is Afghan imports, the rail projects are underfunded, and non-recognition still bars Kabul from the World Bank and the IMF.
Where Kabul fails
Two failures define the record, and neither is incidental.
The first is the treatment of women and minorities. UNAMA's April–June 2026 reporting documents arrests over hairstyles, floggings for breaking the Ramadan fast, at least thirty women detained in Herat in three days for “improper hijab,” hundreds of arbitrary arrests by the vice and virtue apparatus, and instructions to shopkeepers and clinics not to serve women unaccompanied by a maḥram. Afghan women have now been barred from UN premises for the better part of a year.
Minorities fare no better. Shia communities are pressed to observe the state's Eid calendar, Nowruz is discouraged, and the April attack near a Shia shrine in Herat killed twelve civilians. The ICC's July 2025 arrest warrants for Hibatullah and Chief Justice Abdul Hakim Haqqani named gender persecution for what it is.
The crucial analytical point is that these policies are not a bargaining chip being withheld for a better offer. They are the currency in which Kandahar pays its clerical base. That is why every envoy who has offered recognition in exchange for girls' schooling has come home empty-handed — and why incremental diplomacy on this file keeps failing for reasons that have nothing to do with the skill of the diplomats.
The second is regional militancy, and here the irony is bitter. The relationship Kabul was most expected to manage — with Pakistan — has collapsed further than anyone forecast.
Islamabad's demands regarding the TTP have gone unmet, in part because a genuine crackdown would tear at the movement's own coalition and forfeit a fallback sanctuary its leaders still quietly value. Since the October 2025 clashes and border closure, the Doha ceasefire has collapsed, Istanbul talks deadlocked, and cross-border strikes resumed through 2026.
Pakistan–Afghanistan transit trade has fallen from roughly $5 billion in FY21 to about $367 million in FY26. That is a strategic amputation for Pashtun traders on both sides of the Durand Line, and a windfall for Chabahar and Iranian routes. Chinese shuttle mediation by special envoy Yue Xiaoyong achieved nothing; Qatari, Turkish and Saudi efforts produced only pauses. Beijing's economic leverage over two clients did not translate into influence over either — a finding that should temper expectations of Chinese conflict management everywhere in the region.
Central Asia's rail ambitions are collateral damage. Meanwhile UN monitors count more than twenty armed groups on Afghan soil and assess that ISKP, though degraded, retains the capacity to regenerate fighters faster than it loses them.
Washington's absence
Against all this, American policy is thin.
Quiet track-two conversations involving former diplomats and think-tank figures on both sides continue in Doha and Istanbul. They are useful: they preserve vocabulary, relationships and a shared factual baseline for a negotiation that will eventually have to happen. But Washington's power corridors are unmoved. The 2026 counterterrorism strategy barely mentions Afghanistan beyond ISKP and Abbey Gate. Engagement runs through detainee releases and episodic talk of Bagram rather than any strategy.
Counterterrorism has become the whole of policy. The United States therefore has views about Afghanistan but no position on Afghans.
The verdict
So: stable, or brittle? Both — and the tension between the two is the story.
The Taliban face no organised challenger. The diaspora remains split across the Vienna Process, the National Resistance Front and the Ankara grouping, each with a platform and none with a plan; the ethnic and generational arithmetic that divided them in 2001 divides them still.
Yet the cracks in the power corridors are widening. Leaked audio has Hibatullah himself warning that internal discord could destroy the government. Sirajuddin Haqqani has publicly condemned rule by fear. The demolition of the Jalaluddin Haqqani madrassa in Khost was read across the movement as calculated humiliation. Non-Pashtun commanders have been sidelined, and no successor has been named — a silence that becomes more dangerous with every year the leader ages.
The more consequential pressure, however, is coming from below. Nearly five million returnees since 2023, twenty-eight million people in poverty, per capita income falling. And against that: teachers running underground classes, women documenting abuses, traders rerouting supply chains, and Afghans abroad organising with more coherence than their political class has managed.
Ordinary Afghans, inside and outside the country, are the one variable that cannot be appointed, salaried or reshuffled. Regimes of this type rarely fall to a rival. They bend — unevenly, and without ever admitting it — under the weight of a society that has stopped believing them.
Sources and further reading
1. Human Rights Watch. World Report 2026: Afghanistan. New York: Human Rights Watch, 2026. https://www.hrw.org/world-report/2026/country-chapters/afghanistan
2. United Nations Assistance Mission in Afghanistan. Quarterly human rights update, April–June 2026, summarised in UN News, “A hijab inspection, a slap, a warning letter: Inside three months of Taliban rule,” July 2026. https://news.un.org/en/story/2026/07/1168039
3. Congressional Research Service. Afghanistan: Background and U.S. Policy in Brief, R45122, updated 10 March 2026. https://www.congress.gov/crs-product/R45122
4. Weinbaum, Marvin G. “Unfinished Business Will Drive the Mideast Agenda in 2026.” Middle East Institute, March 2026. https://mei.edu/brief/unfinished-business-will-drive-the-mid-east-agenda-in-2026/
5. Middle East Institute. “Time for a More Realistic Approach to Afghanistan.” January 2025. https://www.mei.edu/publications/time-more-realistic-approach-afghanistan
6. Atlantic Council. “In the Thorny World of Intra-Afghan Talks, New Challenges and Opportunities Emerge.” MENASource, 2025. https://www.atlanticcouncil.org/blogs/menasource/in-the-thorny-world-of-intra-afghan-talks-new-challenges-and-opportunities-emerge/
7. The Diplomat. “Despite Chinese Mediation Efforts, Taliban-Pakistan Conflict Continues With New Strikes.” July 2026. https://thediplomat.com/2026/07/despite-chinese-mediation-efforts-taliban-pakistan-conflict-continues-with-new-strikes/
8. Eurasianet. “Pakistan-Afghanistan Conflict Scrambling Central Asia's Trade Aspirations.” 3 March 2026. https://eurasianet.org/pakistan-afghanistan-conflict-scrambling-central-asias-trade-aspirations
9. Radio Free Europe/Radio Liberty. “Afghanistan Pivots to Central Asia as It Seeks to End Economic Dependence on Pakistan.” November 2025. https://www.rferl.org/a/afghanistan-pakistan-border-trade-central-asia-kazakhstan-uzbekistan-turkmenistan/33592451.html
10. Times of Central Asia. “Trans-Afghan Corridor Becomes Central Asia's New Trade Gateway Amid Competition.” December 2025. https://timesca.com/trans-afghan-corridor-becomes-central-asias-new-trade-gateway-amid-competition/
11. Hasht-e Subh. “The Expansion of Taliban Madrasas: A Breeding Ground for Extremism.” September 2025. https://8am.media/eng/the-expansion-of-taliban-madrasas-a-breeding-ground-for-extremism-and-a-dark-future-for-the-people-of-afghanistan/
12. Pajhwok Afghan News. “Kabul Municipality to Implement 233 Development Projects Worth Over 9b Afs.” 11 April 2026. https://pajhwok.com/2026/04/11/kabul-municipality-to-implement-development-233-projects-worth-over-9b-afs/