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​On mute: On the U.S., geopolitical turmoil, India’s response

17 Jan 2026
2 min

Geopolitical Turmoil and U.S. Actions

The new year continues to reflect the geopolitical upheavals initiated by the Trump administration. Significant actions include:

  • The U.S.'s unlawful intervention in Venezuela.
  • Threats to instigate regime changes in South America.
  • Plans to annex Greenland.

U.S. Legislative and Sanction Measures

Upcoming U.S. legislative discussions and sanctions include:

  • A proposed law that may impose tariffs up to 500% on nations buying oil or uranium from Russia.
  • Increased sanctions and rhetoric against Iran due to their crackdown on protesters.
  • A proposed additional 25% tariff on trade with countries engaging in business with Iran.

Impact on India

The U.S. pressure influences India's strategies, as seen in the following ways:

  • India is urged to cease operations at the Chabahar port, despite its significant investments.

India’s Response and Strategic Considerations

India's reaction to these global pressures appears muted and strategic:

  • The Ministry of External Affairs expressed "deep concern" about Venezuela but avoided condemning the U.S.'s actions.
  • No statements were made regarding threats to Cuba and Colombia, as they do not directly impact India.

India’s Position on Iran

India's stance on Iran is notably cautious:

  • A lack of public comment on Iran’s protests or the U.S.'s threats.
  • Issuance of travel advisories for Iran and Israel and preparation of evacuation plans for Indian nationals in Iran.
  • Plans to further reduce trade with Iran.

Strategic Autonomy and Bilateral Relations

The Indian government's approach appears to prioritize strategic relations with the U.S., despite past experiences:

  • Anticipation of improved India-U.S. ties through agreements like the Bilateral Trade Agreement and the high-technology partnership 'Pax Silica'.
  • Recognition that appeasement of global powers does not guarantee national interest protection; asserting strategic autonomy is crucial.

Conclusion

India faces potential economic and reputational risks amid these geopolitical tensions, particularly as it aims to host the BRICS+ Summit. The experience from 2019 highlights the need for India to assert its strategic autonomy rather than yield to external pressures.

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BRICS+

An expanded grouping of Brazil, Russia, India, China, and South Africa, which may include additional countries, often representing emerging economies and seeking to counterbalance Western influence in global affairs.

Pax Silica

A U.S.-led initiative aimed at securing global supply chains for critical materials like semiconductors, Artificial Intelligence (AI) components, and essential minerals. India's exclusion from this initiative highlights its challenges in the evolving geo-economic landscape.

Bilateral Trade Agreement

A formal pact between two countries to govern their trade relations. It typically covers aspects such as tariffs, quotas, intellectual property rights, investment, and dispute resolution mechanisms.

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