Global Energy & Diplomacy – August 6, 2025

Global energy politics have taken center stage in the ongoing Ukraine conflict, prompting former U.S. President Donald Trump to turn his focus toward India and urge Prime Minister Narendra Modi to discontinue imports of crude oil from Russia. But India shows no sign of yielding–highlighting a complex interplay among national interests, energy security concerns and geopolitical alliances.

Trump recently addressed this matter on Truth Social and stated, “India must stop funding Putin’s war machine by purchasing Russian oil. As President, I’d make clear: no deals with dictators like Modi.” He further added, “These purchases must end and I believe in building friendship with all nations around the globe.”

Trump’s remarks follow his renewed efforts to position himself as a global peace broker, particularly regarding Ukraine. But his public criticism of India–one of the primary importers of Russian crude since Western sanctions have been implemented–has caused tension between longtime allies.

India, under Prime Minister Narendra Modi’s leadership, has justified its decision on economic pragmatism and national energy requirements. Speaking at an energy summit this week in New Delhi, Modi stated: “India will always put its energy security and the well-being of its people first – no pressure can force us out of relationships that serve our interests.”

India has significantly increased its purchases of discounted Russian oil since the Russia-Ukraine conflict broke out in 2022, now accounting for more than 30% of its crude imports. For developing economies reliant on affordable energy solutions like Russian oil–often priced below global benchmarks–to remain solvent, Russian imports have provided vital relief during periods of inflation spikes or supply chain disruption.

Indian officials maintain that their position is one of neutrality rather than alignment. External Affairs Minister S. Jaishankar in a televised statement stressed this point by asserting: “We do not support war – we support our people.” Furthermore, “the West needs to recognize that developing nations have different priorities.”

Trump’s criticism marks a stark departure from his earlier praise of Modi during his presidency, when both leaders showed off a close personal bond at events such as “Howdy Modi” and “Namaste Trump.” Analysts suggest his latest statements may be intended to appeal to conservative U.S. voters who favor taking an adversarial stance towards Russia.

Trump’s remarks have been met with quiet resistance in New Delhi. According to government insiders, India sees his criticisms as politically-driven rather than reflective of long-term U.S.-India ties.

“India is purchasing oil, not weapons,” noted Dr. Kavita Mehra of the Indian Council for Strategic Affairs. It’s not funding Russia’s military; instead it meets domestic fuel demands instead – there’s a significant distinction.”

India is exploring alternatives, including increased energy trade with the Gulf region, Africa and the US. Officials emphasize that any transition must be gradual and economically sustainable.

Washington’s official position remains more moderate. Although the Biden administration has expressed some reservations over India’s energy ties with Russia, they have avoided public confrontation by opting for quiet diplomacy and incentives to influence purchasing behavior.

As Donald Trump continues his campaign to reassert global power, his calls for India to stop purchasing Russian oil imports highlight an even deeper dilemma: Can world powers apply moral pressure without undermining strategic autonomy of emerging nations?: