Data Confirms India’s Energy Policy is Formulated in New Delhi, Not Washington
Synopsis
Key Takeaways
New Delhi, March 8 (NationPress) Recent data reveals that India's energy policy is shaped in New Delhi rather than Washington. An analysis conducted by The Matrix examined India's crude oil imports from November 2024 to February 2026 and found that despite significant pressure from the United States during Donald Trump's presidency, India consistently increased its imports of crude oil from Russia, prioritizing its energy security and economic needs.
The reported data indicates that the pressure on India commenced even before Trump's presidency. In September 2024, during his campaign, Trump cautioned India against acquiring Russian oil. Once in office in January 2025, this rhetoric evolved into policy measures intended to deter such imports.
The situation intensified on April 2, 2025, when the US administration imposed a 26 percent “reciprocal” tariff. Despite this, data from The Matrix showed that India did not scale back its Russian oil purchases. Instead, the share of Russian crude oil in India’s total imports surged to 43 percent that month—the highest level recorded in the analysis period.
Relations between India and the US reportedly grew strained following the military operation nicknamed “Op Sindoor” in May 2025. Subsequently, on August 6, the White House enacted a more stringent measure, introducing a total 50 percent tariff, which included a 25 percent reciprocal tariff and an additional 25 percent specifically related to India's procurement of Russian energy.
Nonetheless, the data indicated a steady increase in India's imports of Russian crude, which rose from approximately 1.6 million barrels per day in August to nearly 2 million barrels per day by October 2025. The analysis further claimed that the standoff concluded with the United States softening its approach. On February 7, 2026, Trump announced the lifting of sanctions, although he cautioned about potential future actions.
According to the cited data, India's Russian oil imports increased by about 8 percent in February compared to January. The Matrix suggested that the US administration ultimately retreated from its pressure campaign amid escalating global geopolitical tensions, including a conflict involving Iran. On March 6, 2026, Washington reportedly lifted sanctions while permitting a 30-day transition period.
Overall, the developments during this 15-month span underscore India's commitment to ensuring affordable energy supplies for domestic requirements, irrespective of external pressures. The analysis argues that the import data reflects New Delhi’s focus on energy security and national interests while balancing its global diplomatic relationships.