{"id":372887,"date":"2025-03-31T08:45:03","date_gmt":"2025-03-31T06:45:03","guid":{"rendered":"https:\/\/climatescience.press\/?p=372887"},"modified":"2025-03-31T08:45:05","modified_gmt":"2025-03-31T06:45:05","slug":"hydrocarbon-friendly-trump-a-match-for-energy-hungry-india","status":"publish","type":"post","link":"https:\/\/climatescience.press\/?p=372887","title":{"rendered":"Hydrocarbon-Friendly Trump a Match for Energy-Hungry India"},"content":{"rendered":"\n
\"\"<\/figure>\n\n\n\n

<\/p>\n\n\n\n

From Watts Up With That?<\/a><\/p>\n\n\n\n

By Vijay Jayaraj<\/p>\n\n\n\n

With 1.4 billion energy-hungry citizens, India stands at the epicenter of the geopolitics of energy and climate policy. As the world\u2019s third-largest energy consumer and projected to have the fastest growth in demand over the next two decades, the subcontinent\u2019s choices reverberate far beyond its borders.<\/p>\n\n\n\n

The International Energy Agency (IEA) forecasts that India will account for a staggering 25% of growth in global energy demand<\/a> by 2040, driven by rapid industrialization, urbanization, and an expanding middle class.<\/p>\n\n\n\n

By 2050, India\u2019s electricity demand alone could represent a major chunk of the world\u2019s total, while its appetite for oil and natural gas is set to soar, the former potentially adding many million barrels per day to global oil consumption. Not to forget, the nation\u2019s ambitions for technological development \u2014 particularly of data centers \u2014 promise to push the requirement for energy to stratospheric levels.<\/p>\n\n\n\n

With the reemergence of a hydrocarbon-friendly administration in Donald Trump\u2019s second term, India sees a golden opportunity to bolster its energy security. Trump\u2019s revival of Liquefied Natural Gas (LNG) exports and his ethos of \u201cdrill, baby, drill\u201d align perfectly with India\u2019s unapologetic pursuit of reliable, affordable energy.<\/p>\n\n\n\n

Far from bending to the green agenda peddled at United Nations summits, India is now betting big on U.S. hydrocarbons \u2014 LNG, West Texas Intermediate crude, and more \u2014 to fuel its economic ascent.<\/p>\n\n\n\n

India\u2019s Reacts to Trump\u2019s LNG Revival<\/strong><\/p>\n\n\n\n

The Trump administration\u2019s decision to lift the Biden-era ban on LNG export permits has opened opportunities for India. \u201cTheir (Washington\u2019s) decision to lift the ban will improve LNG supply, and we will revive our plans to either buy a stake or buy U.S. LNG under long-term deals,\u201d declared the chairman of GAIL, Ltd., India\u2019s state-owned gas utility.<\/p>\n\n\n\n

Already the world\u2019s fourth-largest LNG importer, India aims to boost natural gas\u2019s share in its energy mix from less than 7% to 15% by 2030 \u2014 a target that demands a doubling of LNG imports to roughly 65 billion cubic meters annually, according to the IEA. Domestic production being unable to keep pace with demand, U.S. LNG is poised to fill the gap.<\/p>\n\n\n\n

With respect to crude oil, India\u2019s strategic calculus is equally evident. To mitigate trade imbalances and foster stronger bilateral ties, New Delhi is contemplating a fixed quota for importing U.S. crude, specifically Western Texas Intermediate product.<\/p>\n\n\n\n

India imports 88% of its crude oil, a dependency that exposes it to global price volatility and geopolitical whims. In 2023-24, imports of crude from the U.S. were ranked fifth, trailing Russia, Iraq, Saudi Arabia and the UAE. Sourced primarily from Texas\u2019s Permian Basin, American oil could displace one of the top four, which would count as a score for Trump\u2019s \u201cAmerica First\u201d agenda.<\/p>\n\n\n\n

Why U.S. Over Venezuela, Iran and Russia?<\/strong><\/p>\n\n\n\n

India\u2019s pivot to U.S. hydrocarbons is not only about seizing opportunity but also about dodging risk. Three traditional suppliers \u2014 Venezuela, Iran and Russia \u2014 pose headaches that American energy sidesteps.<\/p>\n\n\n\n

Take Venezuela: Once a significant supplier to India, its shipments have dwindled under U.S. sanctions since 2019. Hopes of a revival were in the cards as imports surged to a four-year peak in 2024. However, Trump is now planning to impose a 25% tariff on exports from any nation buying Venezuelan oil.<\/p>\n\n\n\n

Instability of Iranian supplies is equally unappealing. With Middle East tensions simmering, India can ill afford an entanglement in American-led \u201cmaximum pressure\u201d campaigns against the Iranian nuclear program.<\/p>\n\n\n\n

Russia, meanwhile, is a complex equation for India. Moscow has been a lifeline since 2022, supplying 40% of India\u2019s crude<\/a> at steep discounts after imposition of Western sanctions over Putin\u2019s invasion of Ukraine. Imports hit 1.91 million barrels<\/a> per day in the first half of India\u2019s 2024-25 fiscal year.<\/p>\n\n\n\n

But geopolitical tensions and supply chain risks loom large. A Ukrainian drone attack<\/a> on Russia\u2019s Kropotkinskaya pumping station in February disrupted flows via the Caspian Pipeline Consortium, cutting global supply from Russia by up to 380,000 barrels daily.<\/p>\n\n\n\n

The U.S., by contrast, offers stability. No sanctions, no drone strikes \u2014 just a flood of oil and gas from a partner eager to sell.<\/p>\n\n\n\n

For a nation where 800 million still use biomass such as wood and animal dung for cooking and per capita electricity consumption is a third of the global average, energy security is non-negotiable while \u201cclimate guilt\u201d is a foolish distraction. Energy poverty kills more than does an imaginary climate crisis.<\/p>\n\n\n\n

Meanwhile, Trump\u2019s vision for development of American energy offers India a supercharger for its economy \u2014 exactly opposite the hollow promises of climate politics.<\/p>\n\n\n\n

This commentary was first published at American Thinker<\/em><\/a> on March 27, 2025.<\/p>\n\n\n\n

Vijay Jayaraj<\/a> is a Science and Research Associate at the <\/em>CO2<\/sub> Coalition<\/em><\/a>, Arlington, Virginia. He <\/em>holds an M.S. in environmental sciences from the University of East Anglia and a postgraduate degree in energy management from Robert Gordon University, both in the U.K., and a bachelor\u2019s in engineering from Anna University, India.<\/em><\/p>\n\n\n\n

<\/p>\n","protected":false},"excerpt":{"rendered":"

With 1.4 billion energy-hungry citizens, India stands at the epicenter of the geopolitics of energy and climate policy. As the world\u2019s third-largest energy consumer and projected to have the fastest growth in demand over the next two decades, the subcontinent\u2019s choices reverberate far beyond its borders.<\/p>\n","protected":false},"author":121246920,"featured_media":372889,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_coblocks_attr":"","_coblocks_dimensions":"","_coblocks_responsive_height":"","_coblocks_accordion_ie_support":"","_crdt_document":"","advanced_seo_description":"","jetpack_seo_html_title":"","jetpack_seo_noindex":false,"_jetpack_newsletter_access":"","_jetpack_dont_email_post_to_subs":false,"_jetpack_newsletter_tier_id":0,"_jetpack_memberships_contains_paywalled_content":false,"_jetpack_memberships_contains_paid_content":false,"footnotes":"","jetpack_publicize_message":"","jetpack_publicize_feature_enabled":true,"jetpack_social_post_already_shared":true,"jetpack_social_options":{"image_generator_settings":{"template":"highway","default_image_id":0,"font":"","enabled":false},"version":2},"jetpack_post_was_ever_published":false},"categories":[1],"tags":[691821055,691818128,691818237,691820835,691821012,691834171,691833487],"class_list":{"0":"post-372887","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","6":"hentry","7":"category-uncategorized","8":"tag-climate-politics","9":"tag-energy","10":"tag-india","11":"tag-international-energy-agency-iea","12":"tag-liquefied-natural-gas-lng","13":"tag-u-s-hydrocarbons","14":"tag-us-president-donald-j-trump","16":"fallback-thumbnail"},"jetpack_publicize_connections":[],"jetpack_featured_media_url":"https:\/\/i0.wp.com\/climatescience.press\/wp-content\/uploads\/2025\/03\/0en-news-04194094-H2020022586246.jpg?fit=1200%2C865&ssl=1","jetpack_likes_enabled":true,"jetpack_sharing_enabled":true,"jetpack_shortlink":"https:\/\/wp.me\/paxLW1-1z0j","jetpack-related-posts":[{"id":415150,"url":"https:\/\/climatescience.press\/?p=415150","url_meta":{"origin":372887,"position":0},"title":"IEA Publishes Climate Era\u2019s Obituary","author":"uwe.roland.gross","date":"28\/11\/2025","format":false,"excerpt":"The end is nigh \u2013 not for the world, but for the climate industrial complex. 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