US withdraws waiver for Iran’s Chabahar port, hitting India’s investment
Press TV – September 19, 2025
The United States has revoked the sanctions waiver for Iran’s Chabahar port, threatening India’s multi-million-dollar investment in the strategic project amid straining ties between Washington and New Delhi.
The White House announced on Thursday that the exemption, in place since 2018, will end on September 29.
The waiver had allowed India to develop the Shahid Beheshti terminal at Chabahar, seen as a key gateway to Afghanistan and Central Asia. With its withdrawal, entities involved in the project may now face penalties.
US State Department spokesperson Thomas Pigott said the decision was consistent with the Trump administration’s so-called “maximum pressure” policy. He said that the revocation means any person or company engaged in the port’s operation could be exposed to sanctions.
Located in Chabahar, the port gives India access to Afghanistan and beyond, while also feeding into larger connectivity schemes such as the International North-South Transport Corridor.
India has already provided equipment worth $25 million, shipped food supplies through the port, and, in May 2024, signed a 10-year agreement to operate it. Under that deal, India pledged $120 million in investment and offered an additional $250 million credit line for infrastructure upgrades.
The waiver was originally granted in recognition of the port’s importance for stabilizing Afghanistan and facilitating humanitarian shipments.
Iran, meanwhile, has long slammed Washington’s reliance on sanctions. Officials in Tehran describe the approach as an “addiction” that has persisted since the 1979 revolution, with various Iranian entities repeatedly targeted under shifting pretexts.
Meanwhile, the sanction comes as tensions between New Delhi and Washington have already been rising under the Trump administration. Earlier this year, the White House imposed 50 percent tariffs on Indian goods, doubling an earlier rate.
Trump justified the move by accusing India of indirectly financing Russia’s war in Ukraine through oil purchases. The tariffs, which came into force in August, now cover most Indian exports to the US.
The measures hit at a time when bilateral trade stood at more than $87 billion, making India one of America’s largest partners. Experts warn the duties could shrink India’s exports to the US to nearly half within two years.
New Delhi has condemned the tariffs as “unfair, unjustified, and unreasonable,” and signaled a stronger tilt toward Moscow and Beijing.
Gaza Inc: Where genocide is battle-tested and market-ready
A scalable model of industrial genocide sold to allies across the globe

By Aymun Moosavi | The Cradle | September 12, 2025
The Israeli occupation state has turned its war on Palestinians into a privatized killing industry. Gaza is where tech firms, mercenaries, and consultancy giants orchestrate surveillance, displacement, and mass death for profit. Apart from being colonial warfare, it is also a prototype for the global export of industrial-scale extermination, repackaged as security innovation. Data-driven and profit-focused, this model, being tested on Palestinians today, will be deployed elsewhere tomorrow. A growing list of private firms now operate as the invisible hand of genocide. Their services range from identifying targets for airstrikes to engineering famine and facilitating mass displacement.
Gaza is where genocide meets capitalism
Since the early 2000s, private military companies (PMCs) have wedged themselves deeply into the economy of war. Firms like Blackwater (now Academi) and Dyncorp International marked a pivotal shift, stepping into roles traditionally held by national militaries.
Initially focused on security and logistics in Iraq and Afghanistan, these companies have expanded their operations, providing combat support and acting as key players in warzones worldwide, including in parts of Africa, Yemen, and Haiti. The irony is evident: The UAE has become a new hub for these private military companies, which find refuge in the Gulf state, where mercenaries receive special privileges from local authorities.
Private companies evolved from distant contractors to active agents of war, operating with impunity. This laid the groundwork for the current model, where non-military personnel influence political outcomes without limits or regulation. Another layer of support comes from private nonprofits. A recent Drop Site News report reveals how US organizations like American Friends of Judea and Samaria (AFJS) and Friends of Israel leverage their 501(c)(3) tax-exempt status to funnel donations directly to Israeli military operations and settlements. These groups supply equipment such as thermal drones, helmets, vests, and first aid kits to units like the 646 Paratrooper Brigade, even inside Gaza. Beyond logistics, they back settlement projects, lobby for the annexation of the occupied West Bank, run educational campaigns promoting Israeli sovereignty, and support military efforts in Lebanon against Hezbollah.
The emergence of artificial intelligence (AI) broadened the scope of acceptable actors of war, opening new, lucrative opportunities in surveillance and intelligence gathering. Israel has embraced this model but applied it with chilling precision. Its elite Unit 8200, the digital brain of the occupation state, has fused military surveillance with corporate tech to create the world’s first AI-assisted genocide. Tools like Lavender and The Gospel now scan Palestinian communications, using dialect recognition and metadata to auto-generate kill lists.
These tools, primarily focused on Arabic dialects, were designed to monitor Palestinians and other Arabic-speaking populations. Companies like Palantir, Google, Meta, and Microsoft Azure have reportedly facilitated these projects, assisting in the development of Lavender and other surveillance systems. Gulf states, particularly Saudi Arabia, invest in global surveillance tech firms that fuel the machinery of genocide.
With AI systems deciding who lives and dies, the line between military command and corporate algorithm has all but vanished. The very infrastructure of Israel’s occupation, from surveillance to assassination, has been outsourced, streamlined, and sold.
From battle-tested weapons to algorithmic apartheid
Israel’s economy is built on militarized capitalism. Its $14.8 billion in weapons sales this year alone are propped up by a marketing line as cynical as it is effective: “battle-tested” on Palestinians. A prime example is Smartshooter’s weaponry, an Israeli firm, being stocked by the UK military since June 2023 in a £4.6-million ($5.7 million) deal. Smartshooter’s technology has been used by the occupation army’s elite Maglan Unit and Golani Brigade during the assault on Gaza.
Journalist Antony Loewenstein was quoted by Declassified as saying:
“Smartshooter is just one of many Israeli companies testing equipment on occupied Palestinians. It’s a highly profitable business and the slaughter in Gaza isn’t slowing down the trade. If anything, it’s increasing due to many nations attracted to the Israeli model of subjugation and control.”
Today, Israel’s arms and tech sectors are indistinguishable. Surveillance software, AI-driven kill lists, and automated targeting systems are packaged alongside rifles and drones. Warfare has become a sandbox for tech innovation, turning Gaza into a lab where privatized genocide is perfected. This fusion has allowed Tel Aviv to industrialize its occupation, creating a modular system of subjugation that can be exported globally. What began as the militarization of tech has become something far more dangerous: the technologization of genocide.
McGenocide
Israel’s model for genocide has international buyers. A recent headline in Haaretz, “Why the future of Israeli defense lies in India,” highlighted the mutual benefits of the Israel–India defense partnership. For Tel Aviv, it reduces reliance on the west, while India gains some strategic leverage in West Asia. Between 2001 and 2021, India imported $4.2 billion worth of Israeli defense technology, including advanced drones and military components.
More recently, Europe became Israel’s biggest arms purchaser, making up to 54 percent of total exports in 2024. In the wake of Brexit and the unpredictability of US President Donald Trump’s administration, Britain, in particular, has strengthened its defense coordination with Israel in an attempt to reposition itself as a key, relevant player in a multipolar order. Reports indicate London is preparing a $2.69-billion deal with Elbit Systems, Israel’s largest weapons manufacturer, to train 60,000 British soldiers annually.
This relationship deepened earlier this year when it was revealed that a British military academy was training occupation army soldiers, many of whom have been implicated in war crimes during the Gaza and Lebanon conflicts. That same Elbit provides 85 percent of the occupation army’s drones and has been repeatedly targeted by the proscribed Palestine Action for its direct role in war crimes. London has not only shielded the company but also ramped up joint operations.
Britain also produces 15 percent of all F-35 fighter jet components. These jets have been used relentlessly in the Gaza genocide, yet their manufacture continues, upheld by British courts despite protests. Far from neutrality, Britain is a stakeholder in Tel Aviv’s genocidal infrastructure. The arms industry has now become a global business, intertwining defense, technology, and systemic oppression. Israel’s model for genocide, which profits directly from this intersection, has spread beyond its borders, with international partners complicit in its success.
Weaponizing aid, redesigning Gaza
Private contractors are now embedded in every layer of Israel’s war machine, including its cynical manipulation of humanitarian aid. The Gaza Humanitarian Foundation (GHF), allegedly set up to facilitate aid, has been exposed for colluding with occupation forces, storing intelligence, and deploying private security firms with zero humanitarian credentials. The role of private companies extends far beyond distant surveillance assistance, infiltrating the mechanisms of humanitarian aid. The GHF has repeatedly come under fire for violating the core principles of aid delivery, such as impartiality and independence. It has been found to fire into crowds, store intelligence, and collaborate with Israeli authorities, while outsourcing private security firms like Safe Reach Solutions (SRS) and UG Solutions (UGS), two private security firms led by personnel with no humanitarian expertise. UGS has recently been exposed as having recruited members of a notorious anti-Islam biker gang from the US. In total, 2,465 Palestinians have been killed and over 17,948 injured while waiting for humanitarian aid in Gaza, according to the Gaza Health Ministry.
The key issue lies in the fact that private companies are not bound by the same ethical standards as traditional humanitarian organisations. This lack of regulation enables them to function as extensions of the occupation, advancing Israel’s goals under the guise of aid with little to no accountability. Privatized aid is therefore not a secondary detail, but a central component of Israel’s genocide model, which transforms humanitarian aid to another tool of occupation.
Scorching the Earth
US President Donald Trump’s ‘Gaza Riviera’ plan and Israeli Prime Minister Benjamin Netanyahu’s vision of mass expulsion both hinge on a complete reimagining of Gaza. Trump’s post-war plan requires a population willing to turn into subjects of an economic hub, while Netanyahu envisions a land cleansed of Palestinians, on which he can erect new illegal settlements. Unlike the imperial model, the genocide model requires the cleansing of a population, as it is easier – and more efficient – to eliminate a population than to make it servile. This makes the privatization of a post-war Gaza not just an option, but a necessity.
According to the Financial Times (FT), Boston Consulting Group (BCG), the US consultancy partly responsible for the establishment of GHF, was reportedly tasked with estimating the cost of Gazan relocation as part of a wider post-war reconstruction plan. Reports also point to the greater reliance on US mercenaries to manage the post-war environment and control the movement of arms, showing how both the imperial model and Israel’s genocide model rely on each other to sustain themselves.
Humanitarian aid has been instrumental in realizing this vision. The four ‘aid distribution’ sites, described by the UN officials as “death traps,” have become militarized zones, driving Palestinians into even smaller enclaves in southern Gaza, directly contributing to Israel’s displacement objective. This is not the future of war. It is the present. And it is being built, tested, and sold in Gaza.
India defies US pressure, doubles down on Russian oil purchases
The Cradle | September 5, 2025
Indian Finance Minister Nirmala Sitharaman stated on 5 September that New Delhi will continue importing Russian oil, in defiance of US tariffs and repeated demands from President Donald Trump to halt these purchases.
“Where do we buy our oil from, especially since it’s a very expensive commodity, we pay a very high price for it and it’s the highest import, so we’ll have to decide what suits us best,” Sitharaman told News18 TV. “We will definitely buy it,” she stressed.
According to Bloomberg, her remarks indicate that New Delhi views the energy issue as a purely economic decision, with purchases of Russian crude to continue as long as they benefit the country financially.
Earlier in the day, industry sources told Reuters that Indian Oil Corporation, the country’s largest refiner, excluded US crude from its latest tender. Instead, it purchased two million barrels of West African oil and one million barrels from West Asia.
In the past months, Trump has escalated his trade war with New Delhi, raising tariffs on Indian imports from an initial 25 percent in August to 50 percent the same month, after accusing India of bankrolling Moscow through energy purchases.
Trump wrote on his Truth Social account that India “buys most of its oil and military products from Russia, very little from the U.S.” He added that New Delhi had offered to cut its tariffs “to nothing, but it’s getting late.”
India rejected accusations of war profiteering, highlighting the hypocrisy of the US and EU, both of which continue commercial exchanges with Russia.
Russian oil accounted for 38 percent of India’s imports in 2023 and 2024, and remains at 36 percent in 2025. In 2024 alone, New Delhi spent more than $47 billion on Russian crude, making it the largest buyer of Moscow’s seaborne oil.
India disavows ‘Tianjin spirit’, turns to EU
By M. K. BHADRAKUMAR | Indian Punchline | September 5, 2025
India found itself in an uncomfortable situation like a cat on a hot roof at the Shanghai Cooperation Organisation event in Tianjin, China, with the Western media hyping up its unlikely role in a troika with Russia and China to chariot the world order toward a brave new era of multipolarity.
The plain truth is, the real obsession of the Western media was to vilify the US President Donald Trump for having “lost” India by caricaturing a three-way Moscow-Delhi-Beijing partnership as an attempt to conspire against the United States. The target was Trump’s insecure ego, and the intention to call out his punitive trade tariffs that caused mayhem in the US-Indian relationship. Prime Minister Narendra Modi savoured momentarily in Tianjin the role of a key player at the high table, which plays well before his domestic audience of hardcore nationalists, but a confrontation with the US was the last thing on his mind.
In Tianjin, Modi took a hour-long limo ride in Putin’s custom-made armoured vehicle that created a misperception that the two strongmen were up to something really sinister big. The extravagant display of “Russia collusion” Modi could have done without.
To be fair to Putin, he later made ample amends (after Modi returned to Delhi) to make sure Trump was not put out. In front of camera, when asked about an acerbic aside by Trump in a Truth Social post on September 3 wondering whether Putin was “conspiring against the United States of America,” Putin gave this extraordinary explanation:
“The President of the United States has a sense of humour. It is clear, and everyone is well aware of it. I get along very well with him. We are on a first name basis.
“I can tell you and I hope he will hear me, too: as strange as it may appear, but during these four days, during the most diverse talks in informal and formal settings, no one has ever expressed any negative judgment about the current US administration.
“Second, all of my dialogue partners without exception – I want to emphasise this – all of them were supportive of the meeting in Anchorage. Every single one of them. And all of them expressed hope that the position of President Trump and the position of Russia and other participants in the negotiations will put an end to the armed conflict. I am saying this in all seriousness without irony.
“Since I am saying this publicly, the whole world will see it and hear it, and this is the best guarantee that I am telling the truth. Why? Because the people whom I have spoken with for four days will hear it, and they will definitely say, “Yes, this is true.” I would have never said this if it were not so, because then I would have put myself in an awkward position in front of my friends, allies and strategic partners. Everything was exactly the way I said it.”
Modi has something to learn from Putin. But instead, no sooner than Modi returned to Delhi, External Affairs Minister S. Jaishankar had lined up the most hawkish anti-Russia gang of European politicians to consort with in an ostentatious display of distancing from the Russia-India-China troika.
In the entire collective West, there is no country today to beat Germany in its hostility toward Russia. All the pent-up hatred toward Russia for inflicting the crushing defeat on Nazi Germany that has been lying dormant for decades in the German subconscious has welled up in the most recent years.
The German Chancellor Friedrich Merz recently said Putin “might be one of the worst war criminals of our era. That is now plain to see. We must be clear on how to deal with war criminals. There is no room for leniency.”
Merz whose family was associated with Hitler’s Nazi party, has been repeatedly flagging that a war between Germany and Russia is inevitable. He is threatening to hand over long-range Taurus missiles to the Ukrainian military to hit deep inside Russia.
But all this anti-Russian record of Germany didn’t deter Jaishankar from inviting Merz’s foreign minister Johann Wadephul to come to India on a 3-day visit on Monday. Wadephul seized the opportunity to rubbish both Russia and China. He was particularly harsh on China during his joint press conference with Jaishankar.
Wadephul said in Jaishankar’s presence, “We agree with India and many other countries that we need to defend the international rules-based order, and that we also have to defend it against China. At least that is our clear analysis… But we also see China as a systemic rival. We don’t want that rivalry. We increasingly note that the number of areas is increasing where China has chosen this approach.”
Wadephul flouted protocol norms and violated diplomatic decorum by making such harsh remarks from Indian soil so soon after Modi and Xi decided to stop viewing each other as adversaries and instead work in partnership. But Jaishankar didn’t seem to mind and Modi received the outspoken German diplomat.
The sequence of events suggest that Delhi is in panic that Modi went overboard in Tianjin. Trump’s close aide Peter Navarro actually used a crude metaphor that Modi “got into bed” with Putin and Xi in Tianjin. Apparently, the poisoned arrow went home.
Meanwhile, Trump continues to pile pressure on Modi to terminate oil trade with Russia and has threatened that a third and fourth tranche of secondary level tariffs could be expected. He is also putting pressure on the European Union to move in tandem to bring India down on its knees.
Possibly, Wadephul carried some message from Brussels. At any rate, after receiving Wadephul, Modi made a joint call with the President of the European Council Antonio Costa and President of the European Commission Ursula von der Leyen on Thursday to emphasise his government’s neutrality in the Ukraine conflict.
Jaishankar himself called his Ukrainian counterpart Andrii Sybih also to discuss “our bilateral cooperation as well as the Ukraine conflict.”
Dumping the “Tianjin spirit” so soon is a huge loss of face for India. But the blowback from the West unnerves the government. The point is, the future is still being written. The Global South whose mantle of leadership India claims is also watching. Governments in Asia, Europe and elsewhere still have choices to make, and those will be shaped by India’s actions as much as China’s.
Why is India’s diplomacy so clumsy-footed? In medical parlance, such clumsiness and foot drop could actually be a nerve condition. So it could be in the practice of strategic autonomy where nerves of steel are required. The Modi government freely interprets national interests to suit the exigencies of politics. And it takes ambivalent attitudes without conviction or due deliberation that are unsustainable over a period of time.
The Indian policymakers do not seem to have the foggiest idea where exactly the country’s long-term interests lie at the present juncture when an epochal transition is under way in the world order, as five centuries of western hegemony are drawing to a close. The great lesson of history for us is that resolve brings peace and order, and vacillation invites chaos and conflict.
Shifting Sands of Asian Geopolitics
By Pranay Kumar Shome – New Eastern Outlook – August 31, 2025
The rapprochement between India and China represents a significant reset in the geopolitics of Asia.
Change is the explicit rule of human nature. Changes affect every aspect of human societies, it shapes our ideas, beliefs and perceptions of how one looks at the world. Change is an integral part of politics as well, particularly global politics. While the prospect of radical change in the strategic perceptions of two state actors may not take place quickly, what, however, happens is that the concerned state actors reach a sort of understanding to pursue their shared interests by setting aside differences and work on improving bilateral ties.
This is exactly what is happening between India and China. China and India, the world’s second and fourth largest economies and in possession of some of the world’s strongest armed forces backed by formidable nuclear arsenals have had an interesting relationship since the 1950s.
The bilateral relationship underwent a rough patch when Indian and Chinese troops clashed along the LAC or Line of Actual Control in the Pangong Lake in eastern Ladakh in June 2020. The clash resulted in a number of troop casualties on both sides. The incident led to a precipitously decline in ties with New Delhi undertaking a slew of steps to protect its national interests and China retaliating in kind.
In addition to that, the situation along the border was tense with New Delhi and Beijing amassing more than 50,000 troops on both sides backed by artillery and other military assets. It seemed that India’s ties with China were back to the phase of the post 1962 period.
However, the thaw in the tense relationship started with the BRICS summit in Kazan, Russia in October 2024. The Indian and Chinese sides have held a number of bilateral discussions at the diplomatic and military level to defuse the crisis at the border and restore the status quo.
American Blunder
The restructuration of the Sino-India ties really picked up when USA, which enjoyed a warm and strong relationship with India committed a Himalayan blunder by deciding to indulge in brinksmanship. Washington’s decision to impose 50% tariffs on India, 25% for failure to negotiate a trade deal that is favorable to Washington and 25% as penalty for buying crude oil from Moscow and directly financing the ‘Russian war machine’ in Ukraine.
Foreign policy of a country is always framed behind closed doors with a trusted group of experienced advisors. This is the de-facto norm in most countries of the world. However, the second Trump presidency has upended decades of American foreign policy making by taking decisions on important global issues and partnerships in a highly public manner. This makes a complete mockery of the long standing conventions of international politics.
The economic warfare waged by Trump against India is a direct manifestation of this mercurial style. However, the American attempt to strong arm India into submission, did not work in the past, and won’t work now.
Caveats Remain
Notwithstanding the ongoing thaw in ties with Beijing, there exist caveats that hinder the full recovery and development of the relationship. The first problem is the massive imbalance in the India-China trade relationship. With bilateral trade standing at over $100 billion, China enjoys a gargantuan trade surplus over India. Apart from this, China hasn’t provided market access to Indian companies and government in the manner India has demands. Lack of transparency in market access creates an asymmetry in the economic aspect of the relationship.
The second issue is the unsettled nature of the LAC. History is filled with incidents where major disputes flare up due to disputed nature of borders. With a 3,488 km border, resolution of pressing border issues, especially along the Arunachal Pradesh and Ladakh sectors are the need of the hour. A consensus on patrolling and demarcation of the contested areas must be carried out keeping in mind the mutual sensitivities of both sides. In this context, more power must be given to the special representatives appointed for this purpose. Further, more Confidence Building Measures (CBM) at the diplomatic and military levels must be formulated to ensure timely resolution of the outstanding territorial disputes. In that context, the de-escalation in the Ladakh sector must be done expeditiously as troops of both sides continue to be stationed, undermining the prospects of normalcy.
Going forward, it is essential that the goodwill and trust between the two sides is restored so as to claim the 21st century as the Asian century.
Pranay Kumar Shome, a research analyst who is a PhD candidate at Mahatma Gandhi Central University, Bihar, India
M.K Bhadrakumar: India Turns to China as U.S. Bullying Backfires
Glenn Diesen | August 27, 2025
M. K. Bhadrakumar was an Indian ambassador and diplomat for decades. Ambassador Bhadrakumar discusses Trump’s pressure and threats against India, and how this blunder has pushed India toward China and Russia.
Indian PM ‘ignored’ 4 phone calls by Trump amid US-triggered trade fight: Report
Press TV – August 27, 2025
Indian Prime Minister Narendra Modi has reportedly brushed off several attempts by Donald Trump to reach him on the phone as a trade fight between the countries, which has been triggered by the US president’s heavy-handed and unprecedented trade tariffs, spirals.
According to Germany’s Frankfurter Allgemeine Zeitung magazine, Trump has tried four times in recent weeks to get Modi on the line, but the Indian head of state has declined to answer.
Neither Washington nor New Delhi has confirmed the account, and the magazine piece did not cite its sources either.
‘Trauma trigger Trump’
Describing the situation at hand, however, the report wrote, “It is said on the subcontinent that Narendra Modi suffers from a trauma trigger called Trump.”
The report landed just as the White House rolled out a fresh round of penalties, namely a new 25-percent tariff on Indian goods, on top of existing measures, pushing the overall tariff rate to as high as 50 percent.
The move, Washington said, was in direct response to India’s stepped-up purchases of Russian oil.
On August 24, Japan’s Nikkei Asia had released a similar story, quoting Indian diplomatic analysts who said Trump had recently made “several attempts” to call Modi.
They added that Modi had repeatedly rebuffed him, deepening Trump’s irritation.
On the ground, Indian exporters are bracing for immediate fallout of the drastic tariff spikes.
Orders from the US are expected to shrink sharply after the collapse of trade talks and confirmation of steep new duties.
The first 25-percent levy is already in force; another 25 percent will take effect on August 27, as detailed in a notice from the US Department of Homeland Security.
Trump has, meanwhile, kept up his attacks. Earlier this month, he told CNBC that India and Russia had “dead” economies.
Trump alleged that New Delhi and Moscow’s gravitation towards one another amounted to their “fueling the war machine,” trying to claim that the former’s contribution to the Russian economy would prolong the conflict in Ukraine.
“And if they’re going to do that, then I’m not happy,” he added.
The US president had announced the initial 25-precent increase late last month as punishment for “trade barriers” and New Delhi’s purchase of military and energy supplies from Russia.
Indian FM pushes back on US pressure, stands by Russian oil imports
Press TV – August 24, 2025
Indian Foreign Minister has defended New Delhi’s continued imports of Russian oil despite US tariffs on Indian goods, saying that if others “don’t like it, don’t buy it.”
Speaking at the Economic Times World Leaders Forum (ET WLF) on Saturday, Subrahmanyam Jaishankar said there are some “red lines” in the India-US trade deal negotiations.
He underscored that amid strained relations with the US over several aspects in bilateral trade, India refuses any concession to US President Donald Trump.
“It is funny to have people who work for a pro-business American administration accusing other people of doing business,” he said.
“If you have a problem buying oil or refined products from India, do not buy it. Nobody forces you to buy it. Europe buys, America buys, so you do not like it, do not buy it,” he added.
He asserted that India’s purchase of Russian oil serves both its national interest and contributes to global market stability.
He reiterated that New Delhi would continue to make decisions independently.
The US imposed punitive tariffs on India after Trump claimed that the country’s purchase of Russian crude indirectly funded the Russia-Ukraine conflict.
Tensions in US-India trade relations extend beyond energy, with multiple rounds of negotiations for an interim trade agreement failing to produce a breakthrough.
“Where we are concerned, the red lines are primarily the interests of our farmers and, to some extent, of our small producers,” Jaishankar said.
The United States has pressed India to open its markets to American dairy, poultry, and agricultural products such as corn, soybeans, wheat, ethanol, fruits, and nuts.
But India, an agrarian economy, has resisted, particularly on genetically modified (GM) crops, which it considers harmful to human health and the environment.
Dairy remains a particularly sensitive issue as well, as millions of small and landless farmers depend on the sector for survival, especially during poor monsoons or agricultural downturns.
In a clear message to Trump, Prime Minister Narendra Modi has publicly declared that India will not compromise on the interests of farmers.
“Modi is standing like a wall against any harmful policy related to farmers, fishermen, and cattle rearers of India,” he said in his Independence Day speech.
India, Russia set $100bn trade target despite US pushback
The Indian external affairs minister is in Moscow for three days of talks focusing on economic cooperation
The Cradle | August 21, 2025
India and Russia plan to increase their annual trade to $100 billion over the next five years – an increase of 50 percent – despite US opposition to the growing cooperation between New Delhi and Moscow, a top Indian minister announced on 21 August.
During the first day of a three-day visit to Moscow on Wednesday, Indian External Affairs Minister Subrahmanyam Jaishankar emphasized the need for India and Russia to broaden their trade ties, foster additional joint ventures between their companies, and hold more frequent meetings to resolve issues such as payment systems.
Russia ranks as India’s fourth-largest trade partner, while India holds the position of Russia’s second-largest.
“We are all acutely aware that we are meeting in the backdrop of a complex geopolitical situation. Our leaders remain closely and regularly engaged,” he said while speaking at the India–Russia Business Forum in the Russian capital.
Jaishankar added that rising global uncertainty puts the emphasis back on “dependable and steady partners.”
Economic uncertainty has come from recent actions taken by US President Donald Trump to punish India for its ongoing purchases of Russian oil.
New Delhi’s purchases of Russian crude skyrocketed after the start of the war with Ukraine in 2022. After its oil exports to Europe collapsed in the wake of the war, Russia turned to India, offering steep discounts.
In response, Trump has imposed a 25 percent tariff on Indian goods, saying the oil purchases help fund Russian President Vladimir Putin’s “war machine.” Trump has threatened to raise tariffs on India further, to 50 percent, a rate high enough to ensure Indian exports to the US will not be competitive.
In response, India has said it has the right to buy oil from the cheapest source, calling the tariffs “unreasonable.”
Following Trump’s threats, India’s state refiners began last week to buy large volumes of non-Russian crude. Indian Oil Corp. and Bharat Petroleum Corp. have purchased oil from multiple alternate suppliers in recent weeks, including suppliers in the US, Brazil, and Gulf states, for October delivery.
Private Indian refiners are expected to continue purchasing Russian oil per the long-term contracts they have previously signed.
Earlier this month, India halted plans to purchase US weapons and military aircraft in response to President Trump’s tariffs on New Delhi’s exports.
“India had been planning to send Defense Minister Rajnath Singh to Washington in the coming weeks for an announcement on some of the purchases, but that trip has been cancelled,” two sources speaking with Reuters said.
In February this year, Trump and India’s Prime Minister Narendra Modi announced plans for the procurement and joint production of Stryker combat vehicles made by General Dynamics Land Systems and Javelin anti-tank missiles made by Raytheon and Lockheed Martin.
The sources told Reuters that India’s defense minister was also planning to announce the purchase of six Boeing P-8I reconnaissance aircraft and support systems for the Indian Navy during the trip to Washington, which has now been canceled.
India Cancels Offshore Wind Tender–Due To Lack Of Interest
By Paul Homewood | Not A Lot Of People Know That | August 13, 2025
Now India is losing interest in offshore wind.
Renewablesnow report:
The Indian government has cancelled the process to allocate sea-bed lease rights for a total of 4,500 MW of offshore wind projects, it was announced on Tuesday.
While SECI itself did not state a reason for the decision in its announcement, The Economic Times quoted two sources as saying that there was a lack of interest among project developers. …
This follows Trump’s US move away from offshore wind and the lack of bidders at Germany’s offshore auction last week.
Meanwhile Orsted have had to launch a massive $9.4 billion Share Rights Issue, largely because of huge losses on offshore wind projects.
It seems that it is only the UK where anybody wants to build wind farms at sea, but only because of the obscene subsidies on offer.
The geopolitics of India-US ‘trade war’
By Salman Rafi Sheikh – New Eastern Outlook – August 10, 2025
By slapping tariffs on India and linking them to its ties with Russia, the Trump administration exposed its willingness to strong-arm New Delhi into submission.
Unless India pulls off a dramatic reset with China—and thus reduce its dependence on the US for military support—it will remain caught between appeasing Washington and defending its strategic autonomy.
When the US President announced sweeping 25% tariffs on Indian goods in late July, his tone marked a jarring departure from the warmth once displayed toward New Delhi. Only months earlier, he had welcomed Prime Minister Narendra Modi to the Oval Office, hailing him as a “great friend” and celebrating the US-India relationship as a partnership destined for global leadership. Now, with the stroke of a Truth Social post, India is recast not as an ally, but as an economic adversary.
This abrupt reversal speaks volumes. The President’s social media declarations—accusing India of being a “dead economy”—ignored not only diplomatic decorum but economic reality. India is the world’s most populous nation and the fifth-largest economy, a critical player in global markets and geopolitics alike. To dismiss it so flippantly is to misunderstand the arc of global power.
But beyond the bluster lies a deeper provocation. Washington’s veiled threat—imposing additional, unspecified penalties on India over its continued oil trade with Russia—underscores a troubling shift in US foreign policy: coercion in place of collaboration. The implicit bargain offered to New Delhi is clear—cut ties with Moscow, and the US may relent on tariffs and even entertain a trade deal. Refuse and face economic punishment.
Why Trump Wants India to Submit
When Donald Trump referenced oil in the context of US-India relations, it wasn’t his only focus. A quieter, yet strategically significant, concern involved India’s long-standing defense ties with Russia. For decades, New Delhi has been one of Moscow’s most reliable customers in the global arms market. While India’s reliance on Russian military hardware has declined—from 55% of total imports in 2016 to an estimated 36% in 2025—Russia remains India’s top defense supplier.
To the Trump administration, however, this decline is an opening that must be exploited for American gains. A shrinking Russian share in India’s defense market presents the perfect opportunity to push more US-made military systems as replacements. In doing so, Washington hopes to edge out Moscow and deepen strategic ties with New Delhi in the process.
Signs suggest India may already be leaning toward such a transition. According to Indian defense media reports, the Indian Air Force (IAF) recently advised the government to prioritize acquiring US-made F-35 fighter jets instead of the fifth-generation aircraft offered by Russia earlier this year. Until now, India had remained undecided, caught between its historical ties with Russia and its evolving strategic calculus. However, should New Delhi proceed with the F-35 acquisition, it would mark a significant shift—not just symbolically, but financially and strategically. The Indian government reportedly plans to induct over 100 F-35s by 2035, an investment expected to run into billions of dollars, directly boosting the US defense sector. More importantly, such an investment will lock India as a firm US ally. As far as the Trump administration is concerned, this would also lend substance to Trump’s “Make America Great Again” agenda by channeling substantial foreign capital into the American economy.
As far as New Delhi is concerned, inducting F-35s could help bolster its regional standing vis-à-vis China and the latter’s continuous injection of its state-of-the-art defence technology into Pakistan, including its air-force. Indian defence analysts claim that this induction will allow India to avoid any more loses in aerial battles like the ones it suffered in its war with Pakistan in May.
What India Can Do
Yet, New Delhi’s strategic choices are far more complex than they might initially appear. Even if India opts to procure the F-35 fighter jets, it is far from certain that the US would permit their use in an offensive capacity against Pakistan—especially considering Washington’s increasingly cooperative ties with Islamabad. For context, Pakistan itself is restricted from employing its US-supplied F-16s for offensive operations against India. This raises a critical question for Indian policymakers: will a deepening defense relationship with the US genuinely enhance India’s air power posture vis-à-vis Pakistan, its principal adversary in South Asia?
The timing of New Delhi’s public disclosure of the Indian Air Force’s interest in F-35s—just days before a crucial deadline—was no accident. It seemed designed to sway the Trump administration’s position on trade tariffs. But the gambit failed to yield any concrete concessions. The episode underscores a deeper and more troubling question: should India continue to allow the US to exert disproportionate influence over its defense procurement and broader foreign policy?
This incident should prompt serious introspection among Indian policymakers. Rather than leaving its strategic vulnerabilities open to manipulation, India could take steps to insulate its foreign policy from external pressure. One pragmatic approach would be to normalize and even strengthen ties with regional competitors like China—an idea already gaining quiet traction. New Delhi has recently revived visa services with Beijing, and bilateral trade talks are beginning to show signs of momentum.
Interestingly, President Donald Trump’s remarks about “not doing much business with India” were widely interpreted as a thinly veiled reference to India’s growing economic engagement with China. In essence, Washington seeks to mold India’s foreign policy—particularly its relationships with China and Russia—to align more closely with American strategic interests. Should India capitulate to that pressure, it risks downgrading its role from an emerging regional power to a junior partner dependent on Washington for strategic direction.
India’s foreign policy establishment is now at a pivotal juncture. The choices made in the coming years will not just determine the shape of the country’s defense acquisitions or trade policies—they will define India’s role on the world stage for decades to come. If New Delhi is to maintain its claim to strategic autonomy, it must resist the temptation to shape its policies in reaction to US expectations.
Salman Rafi Sheikh, research analyst of International Relations and Pakistan’s foreign and domestic affairs
New Delhi between sanctions and sovereignty
By Lucas Leiroz | Strategic Culture Foundation | August 8, 2025
In a world where the international order is increasingly shaped by the struggle between a declining unipolarity and an emerging multipolarity, sanctions have become the main weapon of a superpower that can no longer dictate the course of global affairs by consensus. What was once an exception — economic punishment against states clearly involved in illegal activities or blatant violations of international norms — has become a systemic, arbitrary, and politically motivated practice. And India is now the latest target of this coercive apparatus that defines the foreign policy of the United States.
The repeated use of sanctions by Washington reveals, above all, the exhaustion of its diplomatic capacity. Instead of building bridges with strategic partners, the U.S. chooses to punish, isolate, and sabotage any country that dares to follow an autonomous path.
Sanctions policy as a mechanism of domination
U.S. unilateral sanctions — almost always imposed outside the UN Security Council and in defiance of international law — have become a systematic policy of intimidation. Iran, Cuba, Syria, North Korea, Venezuela, Russia, and China have been the most well-known targets. But the list keeps growing. And India, previously seen as a potential Western ally in the Indo-Pacific, is now beginning to feel the weight of this punitive system.
The logic is simple: the U.S. identifies an “unacceptable” behavior — such as India’s refusal to join the sanctions against Russia — and from there constructs a narrative to justify pressure measures. It could be the defense of “human rights,” the “fight against terrorism,” or, as is now being done with India, the “war on drugs.” The content of the narrative is secondary; what matters is the effect: to break the sovereignty of the targeted country and force it to align with Washington’s foreign policy.
India: the new frontier of coercion
In recent days, Donald Trump has announced sanction packages of up to 50% against India, citing the “need” to punish trade partners of the Russian Federation. These coercive measures came after months of open threats toward India — some directly referencing the Indo-Russian partnership, others hiding behind the mask of the “fight against fentanyl.”
Although the recently announced sanctions are explicitly directed at Indo-Russian energy trade, there’s no guarantee that the U.S. will abandon the fentanyl rhetoric altogether. The “drug control” excuse may easily be revived at any moment to impose further sanctions on New Delhi, especially considering that this was Washington’s initial justification before Trump finally admitted the real motive: punishing India for its ties with Russia.
It must be emphasized that what brought India into Washington’s sanction crosshairs was not any real connection to fentanyl trafficking, but rather its strategic resilience in the face of Western efforts to isolate Russia. Since 2022, India has maintained firm energy and military cooperation with Moscow, refusing to take part in the U.S. and EU-led anti-Russian crusade. This pragmatic position — based on Indian national interests rather than ideological dogma — deeply irritated the Washington establishment.
In response, the U.S. began floating the idea that chemical exports from India could be diverted for fentanyl production — a claim made without solid evidence, but politically convenient. In a classic move, they attempt to turn a country with no proven role in fentanyl trafficking into part of the “drug problem,” paving the way for tariffs and trade restrictions.
This is Washington’s new modus operandi: transform internal crises — in this case, the collapse of the U.S. healthcare system and the opioid epidemic — into diplomatic weapons to force other nations to serve its strategic interests.
Rapprochement with Russia and China: India’s geopolitical response
In the face of this escalation, India appears to have understood the game — and is beginning to react astutely. Not only has it maintained and expanded its agreements with Russia, but it has also signaled a renewed openness to dialogue with China, having Prime Minister Modi announced a visit to Beijing.
This is a geopolitically significant move. India and China have long had a tense relationship, especially concerning the Himalayan border. But in the face of a common enemy — the global regime of unilateral sanctions that threatens the sovereignty of both — realism is starting to prevail. India already plays an active role in forums such as BRICS, the Shanghai Cooperation Organization (SCO), and the G20, but now signals a willingness to deepen its coordination with both Beijing and Moscow.
This marks the emergence of a “new” strategic triangle in the Global South — not based on ideological affinity, but on a shared need to resist the economic coercion promoted by the West. India is not becoming an automatic ally of China, but rather a situational partner in building a multipolar order, where the right to chart one’s own path is no longer subject to Washington’s approval.
Fragmentation of the global system and alternatives to the dollar
This strategic reconfiguration is happening in parallel with the fragmentation of the global financial system. As more countries begin operating outside the SWIFT system, pursue bilateral trade agreements in local currencies, and strengthen alternative development banks, the power of unilateral sanctions is beginning to erode. India has already signed agreements with Russia, Iran, and the UAE to trade in rupees, bypassing the U.S. dollar. BRICS+, with the potential creation of a common currency, is moving in the same direction.
By abusing sanctions as a tool, Washington is accelerating this process. In its attempt to maintain control, it ends up stimulating the formation of new centers of economic and diplomatic power — exactly the opposite of its intended outcome.
The end of the American consensus
The attempt to punish India over a crisis that is, above all, the result of domestic failure in the U.S., is not only an act of hypocrisy but also a major strategic miscalculation. Instead of isolating India, the U.S. is driving it deeper into multilateral frameworks that challenge Western hegemony.
New Delhi has made it clear it will not be turned into a geopolitical vassal. India is a civilizational power with its own interests and will not hesitate to forge partnerships — even with historical rivals — if it means securing strategic autonomy.
Sanctions, once presented as instruments of international justice, have become the primary mechanism for imposing a failed global order — one that seeks to preserve historical privileges at the expense of national sovereignty. The economic attacks on India over its strategic ties with Russia are just one example of this broader reality.
But a new world is taking shape. A world where countries like India, Russia, and China are building bridges over ruins — converging not out of ideological alignment, but from the urgent need to resist the systemic coercion of a declining empire. National sovereignty, more and more, will be asserted not through submission, but through coordinated resistance to the language of sanctions.
India understands this. And by responding with dignity and pragmatism, it shows that the path to strategic independence necessarily involves rejecting the arbitrary use of sanctions as a weapon of economic warfare. The multipolar world is under construction — and there is no room in it for domination disguised as moralism.
