随着新版《国家安全战略》出台，美国决定先薅印度的“经济羊毛”

Core Viewpoint - The US-India trade negotiations are facing delays and complexities due to evolving interests and strategic considerations from both sides, indicating a trend towards prolonged discussions rather than a swift agreement [1][8][20]. Group 1: Current Status of Negotiations - The first phase of the US-India trade agreement was initially expected to be finalized by the end of this year, but this timeline now appears overly optimistic [8][18]. - The negotiations have largely concluded on most trade issues, with only a few contentious topics remaining, such as soybeans and dairy products [3][14]. - Both parties have not set a deadline for concluding the negotiations, suggesting a shift towards a more extended negotiation process [9][19]. Group 2: Strategic Context - The negotiations are now framed within a broader context of resetting bilateral relations, moving beyond mere economic discussions to include strategic partnerships [3][15]. - The US delegation's visit to India, led by Rick Switzer, focused on building rapport rather than solely on trade negotiations, indicating a shift in approach [4][15]. - The emphasis on cooperation in defense, energy, technology, and supply chains reflects a strategic realignment in US-India relations [4][15]. Group 3: India's Position and Strategy - India is actively softening its stance to negotiate concessions from the US regarding punitive tariffs and other trade issues [6][16]. - The Indian government has made significant overtures to the US, including presenting what it claims to be its best trade proposal [6][16]. - India's strategy includes leveraging perceived threats from other countries, particularly China, to enhance the urgency for the US to finalize trade agreements [6][16]. Group 4: US Policy Dynamics - The Trump administration's stance on India has evolved, reflecting a dual focus on maximizing economic benefits while recognizing India's strategic importance [7][17]. - The administration's approach has shifted from a focus on punitive tariffs to a more nuanced strategy that seeks to balance economic and geopolitical interests [7][17]. - The US's insistence on high tariffs indicates a strategy aimed at extracting economic value from India while also acknowledging its strategic role [10][20].