1 month ago

News Politics Global Geopolitics Geopolitics JohnLincolnUSA John Lincoln USA American oil industry American shale oil EU energy transition India Russian oil imports Russia India Trade

Is the US Tariffing India to Boot American Shale Oil Market Prices?

Subtitle: Tariffs, tanker flows, and the myth of a manufactured price spike.

DESCRIPTION
Are U.S. tariffs on India a backdoor move to jack up oil prices and “save” American shale? We stress-test that claim. Short answer: no—and the video shows why. We break down what the tariffs actually target (India’s large, discretionary purchases of Russian crude), how oil prices really move (only when significant barrels disappear), and why today’s supply setup (producers adding barrels, Saudi pricing cuts, U.S. output near records) undercuts the conspiracy. We also unpack Europe’s reduced Russian energy exposure, the limited and time-boxed nuclear fuel waivers in the United States, and China’s leverage over critical minerals that explains the different tone on China versus India. This isn’t a story about orchestrating a price spike; it’s about flows, leverage, and policy pressure—plus a fair bit of headline theater.

OUTLINE

00:00:00 Tariffs or Oil Gambit?
00:00:32 What’s Really Happening with Tariffs?
00:01:34 Oil Spikes or Just a Headache? The Supply Chain Reality
00:02:42 Theory vs. Reality
00:03:37 Energy Imports and EU’s Transition
00:04:45 India’s Oil Intake and the Shale Boom Myth
00:05:40 Supply Chains and Critical Minerals
00:07:01 Hostage Paperwork and Possible Outcomes
00:08:10 What’s Really at Stake?
00:09:05 The Real Price of Flows

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