Dati liecina, ka Indijas preču eksports uz ASV, tās lielāko ārvalstu tirgu, septembrī strauji samazinājās par 20% un pēdējo četru mēnešu laikā gandrīz par 40%, jo stājās spēkā Trampa stingrie tarifi.
Septembris bija pirmais pilnais mēnesis, kad Vašingtona ieviesa 50% tarifus Indijas precēm, kas stājās spēkā 27. augustā. Tas ietver 25% sodu par Deli atteikšanos pārtraukt naftas iepirkšanu no Krievijas.
“Kopš tarifu eskalācijas sākuma ASV ir kļuvusi par Indijas vissmagāk skarto tirgu,” sacīja Adžajs Srivastava no Deli bāzētās domnīcas Global Trade Research Initiative (GTRI).
Notiek sarunas par tirdzniecības līgumu starp abām valstīm, un mērķis ir noslēgt vienošanos līdz nākamajam mēnesim.
Saskaņā ar GTRI datiem, vislielāko tarifu ietekmi ir izjutušas darbaspēka ziņā intensīvas nozares, piemēram, tekstilizstrādājumi, dārgakmeņi un juvelierizstrādājumi, inženiertehniskās preces un ķīmiskās vielas, kas ir cietušas vislielākos zaudējumus.
Piegādes uz ASV ir piedzīvojušas četrus mēnešus pēc kārtas kritumu un ir samazinājušās par 37,5% – no 8,8 miljardiem ASV dolāru (6,5 miljardiem mārciņu) maijā līdz 5,5 miljardiem ASV dolāru septembrī.
Eksporta kritums ir veicinājis arī Indijas tirdzniecības deficītu (starpību starp valsts importu un eksportu), kas septembrī palielinājās līdz 13 mēnešu augstākajam līmenim – 32,15 miljardiem ASV dolāru.
Daļu no eksporta samazinājuma uz ASV kompensēja uzlabotā tirdzniecība ar tādām valstīm kā AAE un Ķīna.
Tirdzniecības sarunas starp Indiju un ASV atsākās pagājušajā mēnesī pēc vairākus mēnešus ilgas strupceļa vairāku domstarpību dēļ. Indijas delegācija pašlaik atrodas ASV sarunās.
Trešdien Tramps paziņoja, ka Indijas premjerministrs Narendra Modi ir piekritis pārtraukt Krievijas naftas iepirkšanu, jo ASV cenšas izdarīt ekonomisku spiedienu uz Kremli, cenšoties izbeigt iebrukumu Ukrainā.
Indijas Ārlietu ministrijas pārstāvis sacīja, ka diskusijas ar ASV administrāciju, kas ir “izrādījusi interesi par sadarbības padziļināšanu enerģētikas jomā ar Indiju”, “notiek”.
Tomēr joprojām pastāv galvenie strīdīgie punkti tirdzniecības jautājumā, tostarp piekļuve lauksaimniecībai un piena produktiem.
Gadiem ilgi Vašingtona ir mudinājusi uz plašāku piekļuvi Indijas lauksaimniecības nozarei, uzskatot to par nozīmīgu neizmantotu tirgu. Taču Indija to ir dedzīgi aizsargājusi, atsaucoties uz pārtikas nodrošinājumu, iztikas līdzekļiem un miljonu mazo lauksaimnieku interesēm.
Vēl nesen ASV bija Indijas lielākā tirdzniecības partnere, divpusējai tirdzniecībai sasniedzot 190 miljardus ASV dolāru 2024. gadā. Tramps un Modi ir izvirzījuši mērķi vairāk nekā divkāršot šo skaitli līdz 500 miljardiem ASV dolāru.
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