India Defies U.S. Tariffs, Poised to Boost Russian Oil Imports in September Amid Geopolitical Tensions

India is gearing up to increase its imports of Russian crude oil in September 2025, disregarding the 50% tariffs imposed by the United States aimed at penalizing this trade. Despite pressure from Washington to curtail these purchases, Indian refiners and policymakers remain focused on securing energy at competitive prices to meet the demands of its growing economy. This development highlights India’s balancing act between geopolitical pressures and its economic imperatives, as well as the evolving landscape of global energy markets.

 

India's Rising Russian Oil Imports

U.S. Tariffs and Pressure

The U.S. administration under Donald Trump imposed up to 50% tariffs on Indian goods in response to India’s purchase of Russian oil, including a direct 25% secondary tariff on this trade.

India’s Response and Strategic Calculus

Economic and Market Dynamics

Broader Geopolitical and Trade Implications

Impact on Domestic Energy Security

Sources: Times of India, Economic Times, Indian Express, Kyiv Independent, Al Jazeera, BBC News, Analysis of U.S. selective tariff application and India-China contrast