INDIA - RUSSIA TRADE RELATIONS – INTERNATIONAL

News: India, Russia agree to deepen trade and economic relations

 

What's in the news?

       During the recently concluded meeting of the India-Russia Intergovernmental Commission on Trade, Economic, Scientific, Technological, and Cultural Cooperation (IRIGC-TEC), both countries agreed to work towards unlocking the full potential of their economic engagement, including addressing trade deficit and market access issues.

 

India Russia Trade Relations:

       Bilateral trade between India and Russia touched $25 billion (2022) on account of increased purchase of discounted oil from Russia.

       Bilateral investments between the two countries reached US$30 billion in 2018.

 

Recent Outcomes:

1. Surge in trade:

       India and Russia hailed the surge in bilateral trade (up by 2.6 times in the past year, and at about $45 billion), surpassing the 2025 target. 

2. Trade challenges:

       Both sides noted the problem of trade imbalance, calling for more market access and the use of “national currencies” to circumvent sanctions.

       Russian Deputy Prime Minister, during the meet, suggested that Indian companies could increase exports in road construction and pharmaceuticals.

       India’s External Affairs Minister said that Indian businesses should guard against “over-compliance” when it comes to increasing trade with Russia, due to concerns over western sanctions.

3. Rising Trade deficit:

       The rising dependence on discounted crude oil has resulted in India’s trade deficit with Russia hitting the second-highest place in 2022 after China.

       During 2022-23, India’s maximum trade deficit was with China at $71.58 billion. This was followed by Russia, where the deficit expanded sevenfold - from $4.86 billion in FY22 to $34.79 billion in FY23.

4. Oil imports from Russia:

       India’s imports from Russia have more than quadrupled to $46.33 billion over the last fiscal year, mainly through oil.

       Russia, traditionally India’s top source of military hardware, displaced Iraq last month to become India’s top supplier of crude oil.

5. India-Russia FTA:

       India and Russia are discussing a free trade agreement (FTA). This could deepen bilateral commercial ties that have flourished since the war broke out in Ukraine.

6. Free trade pact with Eurasian Economic Union (EAEU):

       India’s External Affairs Minister has said that a free trade agreement (FTA) with EAEU - comprising five member states of Russia, Belarus, Kazakhstan, Kyrgyzstan, and Armenia will certainly deepen the bilateral commercial relationship between India and Russia.

       Its signing could catapult trade, which has been the laggard in bilateral ties dominated by defence, nuclear and space cooperation.

 

Increased trade & Ukraine issue:

       While the impetus in trade and the effort to balance imports and exports with Russia are welcome, it is hard to ignore the circumstances surrounding these developments.

       Since Russia’s war in Ukraine began last year, and western sanctions drastically cut Russian exports, Moscow has turned increasingly to India and other countries including China that have not joined the sanctions to export resources.

       India’s oil imports from Russia (a negligible 0.2%), have jumped since the war to a massive 28% of its total oil intake, contributing to trade as well as a growing deficit.

 

India’s decision:

       When the war with Ukraine broke out, many countries, including India, scrambled to find trade alternatives for commodities Russia exported.

       India’s decision on purchasing oil from Russia will continue to be guided by its energy security requirements.

       Heavy discounts offered on Russian crude and fertilizers has compelled India to maintain trade.

 

Global discomfort:

       India’s decision to purchase discounted crude oil from Russia is triggering concern among a number of Western powers.

       The impression that New Delhi is “benefitting from the war” is gaining traction in Western countries.

 

India’s Stand on Russia’s War with Ukraine:

       India’s response to the Russian invasion of Ukraine has been distinctive among the major democracies and among U.S. strategic partners.

       Despite its discomfort with Moscow’s war, New Delhi has adopted studied public neutrality toward Russia.

       It has abstained from successive votes in the UN Security Council, General Assembly, and Human Rights Council that condemned Russian aggression in Ukraine and thus far has refused to openly call out Russia as the instigator of the crisis.

       India has been under immense indirect pressure from Western nations that have openly condemned Russia’s military aggression against Ukraine.

       India has been pressing for the resolution of the crisis through diplomacy and dialogue.

 

 

Go back to basics:

IRIGC-TEC:

       India-Russia Intergovernmental Commission on Trade, Economic, Scientific, Technological and Cultural Cooperation (IRIGC-TEC) is the apex G2G forum for bilateral economic cooperation.

       It is chaired by the External Affairs Minister from the Indian side and Deputy Prime Minister from the Russian side.