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EYE ON INDIA                                                      SEPTEMBER 25, 2026       |  The Indian Eye 10


                            The Russia Oil Question: Is




        Sanctioning India the Right Approach?






          Washington’s push to penalise countries buying Russian energy raises a larger question:

            can pressure on India weaken Moscow without imposing wider costs on global energy

                                             security and the India-US relationship?

        OUR BUREAU                                                                                            India to remain a major strategic part-
                                                                                                              ner in the Indo-Pacific. McMaster ex-
        Washington, DC / New Delhi
                                                                                                              plicitly argued that the US should not
              EW DELHI — The debate                                                                           pressure India to take sides  against
              over  Russian  oil  has  moved                                                                  Russia or abandon groupings such as
        Nfrom  geopolitics  to  a  diffi-                                                                     BRICS.
        cult question of economic statecraft:                                                                     There is also the question of
        should countries such as India be pe-                                                                 Western consistency.
        nalised for buying Russian crude, or                                                                      McMaster criticised continued
        should the focus remain on reducing                                                                   US reliance on Russian uranium,
        Russia’s energy  revenues without                                                                     calling it “nuts”, while acknowledging
        forcing major consumers into abrupt                                                                   that supply-chain realities could lead
        changes in supply?                                                                                    to waivers for critical dependencies.
            The question has gained urgency                                                                   That admission illustrates the difficulty
        after the US Congress advanced legis-                                                                 of designing sanctions that are simul-
        lation giving President Donald Trump                                                                  taneously comprehensive, enforce-
        authority to impose tariffs of up to 100                                                              able and economically sustainable.
        per cent on countries continuing to                                                                       For India, the issue is therefore
        purchase Russian petroleum or natu-                                                                   not simply whether Russian oil should
        ral gas. Former US National Security                                                                  be bought. It is about who bears the
        Adviser Lt Gen HR McMaster has ar-                                                                    cost of changing that policy and how
        gued that Washington should use such                                                                  quickly it can be done.
        economic pressure to raise the cost of                                                                    India can continue diversifying
        Russia’s continuing war in Ukraine.                                                                   its energy sources, including supplies
            But India is not  a European                                                                      from the United States and the Mid-
        country  with the  same  geographical                                                                 dle East, while maintaining its stated
        relationship to the Russia-Ukraine                                                                    priority of energy security. Washing-
        conflict. Its energy requirements are                                                                 ton, meanwhile, faces a choice be-
        enormous, while its crude oil pro-  Russia remains an important Indian defence partner, with longstanding cooperation involving   tween applying maximum economic
        duction remains insufficient to meet   military platforms, technology, engines, spare parts and components (ANI file photo)   pressure on every major Russian-en-
        domestic  demand.  For  New  Delhi,                                                                   ergy buyer and pursuing a more differ-
        therefore, Russian crude is part of a   can be understood as legitimate na-  duce dependence on fossil fuels.  entiated strategy that takes individual
        wider strategy of securing supplies   tional interests, but they do not neces-  There is  another issue: India’s   countries’ circumstances into account.
        from multiple  sources and keeping   sarily point in the same direction.  relationship with Russia extends well   The effectiveness of sanctions
        energy available at affordable prices.  There is also a question about   beyond oil.                  ultimately depends not only on their
            Former diplomat Ashok Sajjan-  what happens to the global oil market   Russia remains an important In-  severity but also on their ability to
        har told reporters that India’s over-  if large quantities of Russian crude   dian defence partner, with longstand-  change behaviour without producing
        riding concern would remain energy   are suddenly removed from interna-  ing cooperation involving military   consequences that undermine wider
        security and that Russian crude had   tional trade. Sajjanhar warned that   platforms, technology, engines, spare   strategic objectives.
        become an important component of   a  substantial  reduction  in  Russian   parts and components. McMaster   For the United States, the chal-
        its supplies. He noted that Russian   supplies could push up international   himself acknowledged this complexity.   lenge is to pressure Russia without
        oil, which accounted for relatively lit-  energy prices, including refined petro-  While supporting tougher measures   unnecessarily damaging relations with
        tle of India’s imports before February   leum products.             against major buyers of Russian en-  India. For India, the challenge is to
        2022, subsequently rose substantially,   That possibility complicates the   ergy, he said Washington should have   protect energy security while manag-
        reaching about 45 per cent in July and   argument that sanctions automatical-  “sympathy” for India’s circumstances   ing the geopolitical consequences of
        August according to his assessment.   ly produce the desired result. If Rus-  and questioned whether the US real-  its Russian purchases.
            This creates the central contra-  sian barrels disappear from the mar-  ly wanted to alienate Russia at a time   The Russia oil debate, therefore,
        diction in the sanctions debate.  ket, prices could rise.  Higher prices   when India faces security challenges   is bigger than oil. It is a test of wheth-
            Washington wants to make Rus-  could increase the cost of transport,   involving both China and Pakistan.   er economic pressure can be calibrat-
        sian  energy  exports  less  profitable.   manufacturing and food production   His comments expose an import-  ed to the realities of an increasingly
        India wants to ensure that 1.4 billion   well  beyond  Russia  and  potentially   ant tension within the American ap-  multipolar world — and whether stra-
        people have reliable access to energy   create inflationary pressure in econo-  proach. Washington wants to increase   tegic partnerships can survive when
        at reasonable prices. Both objectives   mies that are themselves trying to re-  pressure on Moscow, but it also wants   national interests do not always align.


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