莫迪妥协后被批畏惧川普，转头向中国做出承诺，稀土绝不会给美国

Core Viewpoint - Trump's claim that India will stop purchasing Russian oil is contradicted by data showing an increase in imports, highlighting a disconnect between political statements and actual trade practices [1][3][5]. Group 1: India-Russia Oil Trade - India imported an average of 1.8 million barrels of Russian oil daily in the first half of October, an increase of 250,000 barrels from September [3]. - Russian oil now accounts for approximately 35% of India's total oil imports, a significant rise from less than 1% before the Russia-Ukraine conflict [5]. - Despite Trump's assertions, India's government has not officially committed to halting Russian oil purchases, maintaining a focus on national interests and consumer protection [1][9]. Group 2: U.S.-India Trade Relations - Following the imposition of a 25% punitive tariff on Indian goods by Trump, India's exports to the U.S. fell by 14.35% in August and further declined by 20.7% in September [7]. - India is negotiating with the U.S. to resolve trade issues, with potential to increase oil purchases from the U.S. by $15 billion [7]. - Indian officials have not mentioned stopping Russian oil purchases during trade discussions, indicating a lack of intention to compromise on this issue [9]. Group 3: Political Dynamics - Rahul Gandhi, leader of India's main opposition party, criticized Prime Minister Modi for allegedly allowing Trump to dictate India's energy policy, particularly regarding Russian oil [10]. - Gandhi's criticisms appear politically motivated, aiming to undermine Modi's government rather than reflecting the actual state of India's energy imports [17]. - Modi's government is balancing relations between the U.S. and China, seeking to maintain energy security while navigating complex geopolitical dynamics [28]. Group 4: Rare Earth Materials - India has committed not to resell rare earth materials imported from China to the U.S., a move aimed at securing its supply chain amid rising demand for these critical materials [19][26]. - Rare earths are essential for various industries, including electric vehicles and defense, with India relying on China for 90% of its supply [20]. - The commitment to not resell rare earths reflects India's strategy to stabilize its relationship with China while pursuing economic transformation in high-tech sectors [22][28].