Why USoA is perpetually angry at ally India?
Situation in September 2025:
US Commerce Secretary Howard Lutnick lays down PRE-CONDITIONS for Trade Deal. India had to...
- Abandon Russian oil
- Support America
- Stand by the dollar
- Walk away from BRICS
If disobeyed, price of disobedience: 50% tariff.
India will come back to us in two months. When they do, they will have to say Sorry to President. And it is up to President what they want to do with India.
Fast forward to January 2026:
India signing Trade Deal with European Union. And, Scott Bessent is crying foul. This is called, FEAR OF MISSING OUT.
Between September 2025 & January 2026, there were several insults. Like: "500% tariffs" by Lindsey Graham. "MARK DOWN" India for dumping rice and so on. Geo Identified Rice are premium and of better quality. People still buy it. Now, TRUMP will have to SAY SORRY. And FIRE his team.
Before reading further, read the ET piece.
Now, on the "Stand by the dollar" aspect mentioend by Lutnick.
Currently, India is negotiating with other countries for Oil & LNG. Canada, is one of them. Canada, is right next to USoA. "THEIR HEMISPHERE"
Meaning...
- For those who are still wondering, it is classic use of "BUYING LEVERAGE"
- That is, we buy on our terms. Not just on the rates / discounts. But, also on the currency.
- Either CAD or INR. Either settle like how we do it with UAE or with Russia.
- Petro-Rupee can be invested in bonds as approved by RBI.
- This rattles USoA big time. These lumpen elements don't have any idea what has hit them.
Three events happened parallely:
- Bangladesh violence
- Pahalgam
- Amb Sergio went to meet RBI Guv immediately.
All thwarted with further actions. Like...
- Bangladesh with revoking port access and spoiling their textile export economy
- Pahalgam with Op Sindoor where we stuck something that could be used to strike Iran. And, till now, USoA is unable to use their "armada"
- Amb Sergio met RBI Guv. We stuck with announcement of BRICS CBDC link.
To top it all, we sided with European Union by signing a trade deal, and naming it, MOTHER OF ALL DEALS.
Bessent cried over the EU trade deal.
Lutnick will be coming with a SORRY in March.
PM Modi speaks to acting President of Venezuela. Most likely, we would purchase oil from there as well - remember, Jamnagar is one of the few plants that could refine Venezuealan Heavy Crude. Icing on the cake, pay in Rupees.
That's India - USoA trade deal story, so far.
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