Geopolitical Pivot: India Deepens Russian Energy Ties Amid Middle East Conflict

U.S.-Iran conflict pushes New Delhi to deepen ties with Moscow, seeking Russian LNG and doubling crude imports as Strait of Hormuz disruptions threaten India's energy security.

By: AXL Media

Published: Mar 27, 2026, 9:50 AM EDT

Source: Reuters

The Energy Surge: Crude and LNG

The escalating conflict has forced India to prioritize national energy security over Western diplomatic pressure:

Crude Oil Expansion: Russian crude imports are expected to double from January levels, potentially accounting for 40% of India's total supply within a month.

LNG Resumption: New Delhi and Moscow are negotiating a direct LNG supply deal following a "verbal agreement" between Indian Petroleum Minister Hardeep Singh Puri and Russian Deputy Energy Minister Pavel Sorokin.

Sanctions Waivers: India has already approached Washington seeking formal waivers for these sanctioned cargoes, citing the humanitarian and economic necessity of fueling a nation of 1.4 billion people.

Economic Impact: The "Double Whammy"