特朗普突然变脸！刚罚印度 25% 关税，转头就和巴基斯坦挖石油

Group 1 - The core issue revolves around the U.S. imposing a 25% tariff on Indian imports starting August 1, 2025, due to India's high tariffs on U.S. goods and its continued purchase of oil and weapons from Russia [2][3] - Trump's actions are seen as a balancing act, simultaneously pressuring India while courting Pakistan through a new energy partnership [2][8] - The U.S. trade deficit with India has reached $45.7 billion, prompting Trump to seek reciprocal tariffs to reduce this gap [2][3] Group 2 - India is the fifth-largest trading partner of the U.S., but Trump's dissatisfaction stems from India's significant oil imports from Russia, which accounted for 35% of its total imports in 2024, totaling $51.5 billion [3][5] - The Indian government has responded firmly, stating that agriculture and dairy are non-negotiable sectors, while also seeking to diversify trade partnerships with Europe and the UK [5][10] - Pakistan is optimistic about the new trade agreement with the U.S., which is expected to enhance cooperation in energy and minerals, with the potential to save $11.3 billion annually on oil imports [5][6] Group 3 - The agreement with Pakistan includes a reduction of tariffs from 29% to 19%, making it more favorable than India's 25% tariff [6][8] - Trump's strategy appears to shift U.S. focus from India to Pakistan, as he aims to counter China's influence in the region through economic partnerships [8][12] - The geopolitical landscape in South Asia is changing, with potential implications for energy markets and international relations, as both India and Pakistan navigate their positions between the U.S. and China [10][12]