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traderealignment

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Polygon Media
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🚨 US-INDIA TRADE DEAL : $500B COMMITMENT RESHAPES GLOBAL ENERGY AND COMMERCE #USIndiaDeal This isn't incremental policy. This is strategic realignment with massive capital flows. #EnergyMarkets Following direct talks between President Trump and PM Modi, a landmark trade agreement was announced that fundamentally alters energy markets, supply chains, and geopolitical positioning:#MacroLiquidity #GeopoliticalShift • Ends Russian oil imports completely • Pivots to US + Venezuelan crude to support Ukraine resolution efforts • Eliminates tariffs and trade barriers to 0% on US goods #TradeRealignment • $500 billion procurement commitment for American energy, technology, coal, and industrial products $STABLE • Reduces tariffs on Indian imports from 25% → 18% This deal moves beyond tariff negotiations. It's economic statecraft—using trade architecture to reshape alliances, pressure adversaries, and unlock multi-hundred-billion-dollar capital flows. $RIVER Markets are starting to digest it. Smart positioning anticipates the second- and third-order effects. $F
🚨 US-INDIA TRADE DEAL : $500B COMMITMENT RESHAPES GLOBAL ENERGY AND COMMERCE
#USIndiaDeal
This isn't incremental policy. This is strategic realignment with massive capital flows.
#EnergyMarkets
Following direct talks between President Trump and PM Modi, a landmark trade agreement was announced that fundamentally alters energy markets, supply chains, and geopolitical positioning:#MacroLiquidity
#GeopoliticalShift
• Ends Russian oil imports completely
• Pivots to US + Venezuelan crude to support Ukraine resolution efforts
• Eliminates tariffs and trade barriers to 0% on US goods #TradeRealignment
• $500 billion procurement commitment for American energy, technology, coal, and industrial products
$STABLE
• Reduces tariffs on Indian imports from 25% → 18%

This deal moves beyond tariff negotiations.

It's economic statecraft—using trade architecture to reshape alliances, pressure adversaries, and unlock multi-hundred-billion-dollar capital flows.
$RIVER
Markets are starting to digest it. Smart positioning anticipates the second- and third-order effects.
$F
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