In India's case it appears to be an attempt to strongarm a trade deal - Indian energy firms that have invested heavily in the solar and renewables manufacturing chain like Reliance Group and Adani Group are diversified energy companies that are also competing against American ONG majors like Exxon and Chevron.
Heck, the additonal 25% tariff on India for Russian oil imports only came up after Exxon started lobbying to re-enter the Russian market [0], but the Russians sold Exxon's Russian assets to India's ONGC [1].
Heck, the additonal 25% tariff on India for Russian oil imports only came up after Exxon started lobbying to re-enter the Russian market [0], but the Russians sold Exxon's Russian assets to India's ONGC [1].
[0] - https://www.bloomberg.com/news/articles/2025-09-18/exxon-say...
[1] - https://interfax.com/newsroom/top-stories/113881/