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Rubio’s India trip yields only mineral pact, leaves trade gaps

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Secretary of State Marco Rubio landed in New Delhi on Monday, pledging that India remains one of America’s most strategic partners. He and Foreign Minister Subrahmanyam Jaishankar signed a memorandum on critical mineral cooperation, the only tangible output of a week-long trip meant to steady a relationship bruised by Trump's tariffs and immigration curbs.

The visit came after Trump imposed a 25% duty on Indian purchases of Russian oil, later lifted when New Delhi agreed to curb those imports. The tariff had strained India’s energy costs, prompting Prime Minister Modi to urge remote work to conserve fuel, highlighting how policy swings can hit India’s $1.5 trillion economy.

Analysts say the trip was a diplomatic “painkiller” without the “real medicine” of a substantive trade or defense pact. While the two sides pledged deeper Quad cooperation—a maritime bloc with Japan and Australia—no new agreements emerged, and Trump’s focus on his China talks leaves U.S. commitment to the Quad uncertain.

India’s commerce ministry announced a follow‑up U.S. delegation will negotiate a second round of trade talks, and New Delhi is expanding ties with the EU and other partners to hedge against Washington’s volatility. The visit underscores that without high‑level policy shifts, commercial gains will remain limited.