21 May 2026

Unseen Perils of US Alignment: Safeguarding India’s Strategic Autonomy in a Fractured Global Order

Niti Shastra  |  Navroop Singh, Himja Parekh
India's strategic autonomy faces significant perils from its increasing alignment with the United States, particularly concerning energy security and economic stability in a fractured global order. The article argues that most Indian experts overlook Russia's role as a global commodity backbone and China's as a manufacturing hub, which together underwrote decades of low-inflationary global economics. The Ukraine war and the 2026 Iran conflict, exacerbated by US-Israeli actions and Strait of Hormuz disruptions, have shattered this consensus, exposing India's vulnerability to rising energy and input costs critical for its "Make in India" initiative. Washington is strategically leveraging these crises, deploying conditional waivers for Russian oil, sanctions, and trade deals to compel India into dependence on more expensive American LNG and arms, mirroring Europe's costly shift away from Russian gas. This broader US playbook aims to subordinate India's foreign policy, integrate it into American supply chains, and position it as a frontline node against China, ultimately eroding India's strategic independence and economic competitiveness. Refusal to comply risks tariffs and destabilization, while compliance means forfeiting strategic independence.

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