The White House has hailed a new trade agreement with India, saying the country has committed to “no longer” purchasing Russian oil, with Prime Minister Narendra Modi also agreeing on investments of $500 billion across key American sectors. India is at the centre of an important global energy and diplomatic discussion after the United States claimed that New Delhi has committed to no longer purchasing crude oil from Russia. The statement has drawn international attention, as India has been one of the largest buyers of Russian oil in recent years.
According to the White House, this commitment is part of a broader trade and strategic understanding between India and the United States. US officials have said that India will gradually move away from Russian oil and instead increase energy imports from the United States and other alternative suppliers. The move, if implemented, is expected to strengthen economic ties between the two countries and support Western efforts to limit Russia’s energy revenues amid the ongoing Ukraine conflict. However, it is important to note that India has not officially confirmed any such decision. There has been no formal announcement or policy statement from the Indian government declaring a complete halt to Russian oil purchases. Officials in Moscow have also stated that Russia has received no official communication from India regarding stopping oil imports. India began importing large quantities of Russian crude after 2022, when Western sanctions pushed Russia to offer oil at discounted prices. These imports helped India control fuel costs and ensure energy security during a period of global uncertainty. Russian oil quickly became a major part of India’s energy basket, supporting both domestic consumption and exports of refined petroleum products. Energy experts say that even if India decides to reduce or stop Russian oil imports, the transition will not happen overnight. Indian refineries operate under long-term contracts, and shifting to new suppliers requires technical adjustments, price negotiations, and logistical planning. Any abrupt change could impact fuel prices and refinery operations.
Analysts also point out that India has consistently followed a policy of strategic autonomy, making decisions based on national interest rather than external pressure. While India continues to strengthen ties with the United States and other Western partners, it has also maintained long-standing relations with Russia, particularly in defence and energy sectors. From a geopolitical perspective, the issue highlights India’s delicate balancing act in a divided global order. The United States views reduced Russian oil purchases as a diplomatic and economic win, while India remains focused on energy security, affordability, and supply stability. Opposition parties in India have raised questions about the clarity of the reported commitment and its possible impact on the economy. They have urged the government to clearly explain its position and ensure that any policy shift does not burden ordinary citizens with higher fuel prices. For now, the situation remains uncertain and evolving. Until New Delhi issues an official statement, the claims of a complete halt to Russian oil imports remain unconfirmed. Global markets and diplomatic circles will be closely watching India’s next move, as it could have significant implications for international energy trade and geopolitical alignments.