Indien verpflichtet sich zu mehr US-Ölimporten – kauft aber weiter russisches Rohöl
Energie-Diplomatie im Spagat: Indien erhöht US-Ölbezüge deutlich, hält aber an russischen Lieferungen fest. Ein strategischer Balanceakt zwischen geopolitischen Allianzen und Wirtschaftsinteressen.
Doppelstrategie entfaltet sich
Neu-Delhi fährt zweigleisig – steigert Importe aus Amerika parallel zu fortgesetzten Käufen bei Moskau. Der Subkontinent nutzt seine Marktmacht als drittgrößter Ölimporteur weltweit, ohne sich von einer Quelle abhängig zu machen.
Energiesicherheit first
Indien priorisiert Versorgungssicherheit über politische Loyalitäten. Das Land sichert sich günstige russische Rohstoffe, während es gleichzeitig Beziehungen zu westlichen Partnern pflegt. Ein klassischer Fall von realpolitischer Energiearithmetik.
Öl bleibt Trumpf
Trotz globaler Energiewende-Diskurse setzt Indien auf fossile Brennstoffe für sein Wirtschaftswachstum. Die Doppelstrategie unterstreicht, wie pragmatische Energiepolitik idealistische Dogmen aussticht – besonders wenn's um günstige Barrel geht.
Finanzjab: Traditionelle Energiehändler beweisen mal wieder, dass sie Preissignale besser verstehen als ESG-Ratings.
Trump blocks exports and adds visa fee while India leans harder on energy
Trade talks had been warming up after Trump called Prime Minister Narendra Modi to wish him a happy birthday. But any thaw quickly froze over again when Washington imposed a $100,000 visa fee on the H-1B program, which is mostly used by Indian tech workers. The visa hike landed hard, especially since it came during what was supposed to be a diplomatic reset.
Goyal kept his focus on energy, saying the U.S. has a “crucial role” in helping India reduce its dependency on single sources and bring more stability to its energy supply. With oil demand still surging, New Delhi is trying to mix long-term strategy with short-term survival, using both Russian discounts and American ties to stay ahead.
Trump had added another 25% tariff specifically tied to India’s ongoing Russian oil purchases.
Zelenskyy points at energy gap, Ambani pulled into the spotlight
Ukrainian President Volodymyr Zelenskyy also weighed in this week, telling Fox News during the 80th United Nations General Assembly that India is “mostly” aligned with Kyiv.
He admitted the energy LINK to Moscow is still a sticking point, saying, “I think we have to do everything not to withdraw Indians, and they will change their attitude to the Russian energy sector.” Zelenskyy added that Trump could manage the situation, noting that Europe is also working to tighten relations with India.
Meanwhile, U.S. Treasury Secretary Scott Bessent lit another fire under the Story when he said on air that “some of the richest families in India” were benefitting from the war. He didn’t name anyone, but it didn’t take long before all eyes turned to Mukesh Ambani. With a net worth of over $100 billion, Ambani’s Reliance Industries is everywhere—telecoms, retail, and most importantly, oil.
The company’s refining arm has bought $33 billion worth of Russian crude since February 2022, making up around 8% of Russia’s total oil sales during the full-scale invasion. That puts Ambani and Reliance right at the center of the energy triangle—fueling domestic demand, sending products abroad, and keeping Moscow’s oil cash flowing despite global isolation.
Don’t just read crypto news. Understand it. Subscribe to our newsletter. It's free.
