Marco Rubio hitting Mumbai + Jamnagar. Energy ties with India heating up.
This isn't just diplomacy theater. US needs reliable energy partners outside OPEC's grip. India's sitting on massive refining capacity + growing crypto-friendly tech hubs.
Watch for:
• LNG deals that could shift global energy flows
• Potential blockchain/trade infrastructure plays
• India positioning as the non-China manufacturing + energy hub
Geopolitics = liquidity flows. When energy routes change, capital follows. Keep eyes on Indian infrastructure tokens and energy-backed stablecoins if this accelerates.
This isn't just diplomacy theater. US needs reliable energy partners outside OPEC's grip. India's sitting on massive refining capacity + growing crypto-friendly tech hubs.
Watch for:
• LNG deals that could shift global energy flows
• Potential blockchain/trade infrastructure plays
• India positioning as the non-China manufacturing + energy hub
Geopolitics = liquidity flows. When energy routes change, capital follows. Keep eyes on Indian infrastructure tokens and energy-backed stablecoins if this accelerates.