25%关税！刚刚，美国宣布！直线跳水

Core Viewpoint - The article discusses the recent decision by President Trump to impose a 25% additional tariff on goods imported from India in response to India's continued purchase of Russian oil, highlighting the geopolitical tensions and trade implications involved [1][2][3]. Group 1: Tariff Imposition - On August 6, President Trump signed an executive order to impose a 25% additional tariff on Indian goods due to India's direct or indirect imports of Russian oil [2][3]. - The ISHARES MSCI India ETF experienced a sharp decline, dropping nearly 1% following the announcement of the tariff [1]. Group 2: India's Oil Imports - India is the third-largest oil importer and consumer globally, with approximately 35% of its oil supply coming from Russia [1]. - Despite the threats from the U.S., Indian officials have stated that the country will continue to purchase Russian oil, maintaining that the government's policy on oil imports remains unchanged [6][7]. Group 3: Political Context - Prime Minister Modi emphasized the need to protect India's economic interests amid global uncertainties, responding to Trump's previous comments labeling India as a "dying economy" [4][5]. - Modi's government has been promoting domestic products while also facing pressure from the U.S. regarding agricultural and dairy tariff concessions during trade negotiations [4]. Group 4: Energy Market Dynamics - The increase in Russian oil imports by India has been significant, rising from an average of 68,000 barrels per day in January 2022 to a peak of 215,000 barrels per day by May 2023 [7]. - The Indian government argues that its oil imports are necessary to ensure predictable energy costs for consumers, a decision influenced by the shifting global energy market due to the Russia-Ukraine conflict [8].