India - US trade talks in Washington

Summary:

India and the US return to the table in Washington this week after months of tariff tension, with talk of India boosting US energy and LNG purchases and both sides working toward a phased deal to rebuild trade flows. Current US tariffs on some Indian exports run as high as 50%, pressuring textiles, gems and seafood. A reset could redirect billions toward US energy, aerospace and ag exporters, while failure keeps pressure on US retailers dependent on Indian supply chains.

Winners

US energy and LNG exporters - tailwind from India pledging higher US energy and gas imports if talks progress; India is openly courting US LNG to ease tensions.

Names: Cheniere Energy ($LNG); EQT ($EQT); Chevron ($CVX).

US defense and aerospace suppliers — Washing ...