Hormuz crisis is only the latest in a line of geopolitical flashpoints that shaped India’s energy strategy over the years, starting from OPEC oil embargo that followed the Yom Kippur war.
Shipments to India soared by more than fourfold in March, surpassing those to the US, according to shipping reports compiled by Bloomberg & data from maritime intelligence firm Kpler.
India has already purchased nearly 16 million barrels of Russian crude so far in March 2026, translating to roughly 1.6 million barrels per day, indicating a sharp uptick.
After dominating India’s crude imports since 2023, Russian supplies slowed amid US sanctions, but a 30-day ‘waiver’ amid West Asia tensions could now push flows back towards 2 mbpd.
The crude flows in the Strait of Hormuz largely originate from Saudi Arabia, Iraq, the United Arab Emirates, Kuwait, and Qatar and move to China, India, Japan and South Korea.
Trump's goal of ending the Iranian nuclear programme cannot be accomplished without overthrowing the Islamic regime in Iran, which is likely not possible without a ground invasion.
This special edition of Cut The Clutter, straight from the Siliguri corridor, details the strategic importance of the narrow strip of land in West Bengal, and how it’s a vital link connecting the Northeast to the rest of India.
American objectives are unmet. They neither have muscle nor motivation to resume the war. As for Iran, the regime didn’t just survive, it’s now led by more radical individuals.
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