The Peninsula Foundation

Tag: Strategic Autonomy

  • The Costs of Strategic Silence: An Analysis of India’s Stance during the 2026 Iran War

    The Costs of Strategic Silence: An Analysis of India’s Stance during the 2026 Iran War

    As West Asia’s geopolitical flashpoints grew more volatile, most notably with direct confrontation between the U.S., Iran and Israel, and the broader regional escalation, New Delhi’s diplomatic posture has come under intense scrutiny. India’s response is not a sign of diplomatic paralysis, nor a passive withdrawal from the global stage, but a calculated, measured quietude – an active realisation of its “calibrated multi-alignment” strategy.
    This analysis decodes the rationale behind India’s silence through the lens of deep economic vulnerabilities, critical infrastructure dilemmas and multilateral frictions that New Delhi must navigate in order to preserve its foundational doctrine of strategic autonomy.

    Juggling Act of Multi-Alignment

    India’s diplomatic manoeuvring is taking place in a highly fractured West Asian landscape. Crucial regional partners are pulling New Delhi in opposite directions, and the government has to use precise verbiage and a highly restrained tone.

    Two conflicting diplomatic realities illuminate the complexity of this tightrope. One is New Delhi’s Gulf alignment. India signed landmark defence and energy pacts during a high-profile state visit by the Indian Prime Minister Narendra Modi to the UAE, standing “shoulder-to-shoulder” with Abu Dhabi after drone and missile strikes by Iran hit Emirati soil.

    Second is Tehran’s direct engagement with New Delhi, assuring the security of Indian commercial ships in the key Strait of Hormuz, and proposing a long-term constructive role for India in the region.

    At the same time India was hard at work, striving to ensure some degree of balancing vis-à-vis the warring parties that include negotiating for U.S.  strategic partnership and Israeli technology and weapons (The West and Israel Axis); UAE energy and defence cooperation and Saudi capital flows (The Gulf Cooperation Council – GCC); and striving to retain its stakes in the Iran and Eurasian corridor via the Chabahar port and INSTC (International North–South Transport Corridor) trade route.

    Now that these bedrock bilateral partnerships are in direct conflict, it is extraordinarily difficult to maintain tight strategic autonomy.

    Costs of Silence

    Diplomatically, India’s external attitude is restrained, but the internal home reality is one of high-stakes management of acute energy and trade vulnerabilities. The ongoing conflict between the U.S., Israel and Iran has created immediate economic headwinds to New Delhi’s neutrality, threatening its viability.

    Economic Vulnerability

    For New Delhi, the most immediate casualty is energy supply security with long-term impacts.  Retaliatory disruptions in the Strait of Hormuz have forced India to draw down its national petroleum inventories by 15%. Rising domestic fuel prices and supply chain shocks present a risk to broader inflationary pressures. These are evident in high-level political appeals to citizens to conserve fuel and undertake temporary demand reduction, and in suggestions of structural changes, including working from home and limiting gold imports, to stabilise the current account deficit.

    Unfortunately, the public at large interpreted these as signs of impending doom rather than the precautionary measures, which were the intent. Thus, people rushed in to stock up on cooking gas, vehicle fuels, and even groceries, with many hoteliers reducing their menu offerings and food aggregators that service home delivery charging additional amounts in the guise of “packing charges,” etc., pushing up retail prices for unfounded reasons.

    The most chaotic but strategic impact is expatriate safety. The transport disruptions, especially air transport to and from the Middle East, heightened fears of the potential displacement of the large Indian workforce in the region (approximately 8.5 to 10 million Indians reside and work across West Asia, primarily in the GCC countries). This prompted transactional diplomacy over “prestige politics,” focusing on localised maritime safe-passages and repatriation readiness.

    Chabahar Port Puzzle & Infrastructure Stakes

    India’s Eurasian connectivity plan is based on two big projects, the Chabahar Port in Iran and the International North-South Transport Corridor (INSTC). New Delhi’s investments are designed to bypass overland blockades and build a direct trade route to Central Asia and Russia. However, the recent surge of regional hostilities has put these strategic transit corridors in temporary jeopardy.
    India can cede operational stakes to an indigenous Iranian operator to avoid secondary sanctions, or retain direct control and risk an instant diplomatic confrontation with Washington.
    The impasse starkly illustrates the tension between India’s desire for sovereign regional connectivity and the hard realities of international secondary sanctions regimes.

    Strategic Silence: Neutrality and Autonomy
    India’s quiet reactions and generic pleas for “dialogue and restraint” are often seen by detractors as diplomatically problematic – the reluctance of a rising power to take a stand. But this could also be interpreted as a deliberate tactic for survival.

    For decades, India has been decoupling its bilateral ties under its multi-alignment framework: procuring oil from Iran and the Gulf; sourcing weapons and defence technology from Israel; securing advanced technology and strategic backing from the U.S.; and taking sovereign wealth and capital out of the UAE and Saudi Arabia.

    Both the Russian and Iranian leaderships have publicly called upon India to use its unique position to be a long-term mediator, but New Delhi has deliberately refrained from doing so.

    India has thus been consciously avoiding “prestige politics” by not taking on high-risk mediation initiatives beyond its immediate regional mandate. This stance replaces grandstanding with pragmatic, transactional arrangements, such as securing localised maritime safe passages for its commercial ships, rather than seeking to resolve deep-seated ideological wars.

    Process Diplomacy: Handling Multilateral Frictions

    The West Asia skirmishes have also tested India’s aspirations to lead the Global South, particularly in larger international platforms such as BRICS. The June 2026 BRICS foreign ministers meeting held in India exposed the limitations of consensus-based diplomacy.


    Iran and the UAE, the new members, joined the forum in the midst of a heated deadlock; Tehran insisted on a direct and explicit condemnation of the U.S. and Israel, while Abu Dhabi countered with a call for a formal condemnation of Iranian actions in the region.

    India used procedural diplomacy to recognise internal rifts without sweeping them away, avoiding the fracturing of the broader multilateral partnership over regional disputes, and thereby preserving its bilateral capital with both capitals- Abu Dhabi and Tehran.

    Conclusion: Is Calibrated Silence Sustainable?

    India’s strategic quiet is not an abnegation of responsibility. It is a conscious effort to protect its national interests from a volatile external crisis. In a remarkable blend of procedural diplomacy at forums like BRICS, refusal to be sucked into risky regional mediation, and pragmatic bilateral hedging, New Delhi has managed to avoid burning its bridges with either Tehran or the US-Israel-Gulf axis.

    At the same time, this crisis is a crucial test of New Delhi’s professed policy of strategic autonomy. As the country’s domestic oil reserves dwindle and external sanctions squeeze key assets such as the Chabahar Port, the economic repercussions may ultimately outweigh the benefits of diplomatic quietude. India’s challenge going forward will be to ensure that its calculated neutrality is flexible enough to change if the regional balance tips into an outright breakdown of the regional order from a managed crisis.

    Feature Image Credit: https://thewire.in

  • Ukraine Crisis and India’s Rejection of Western Binary Construct

    Ukraine Crisis and India’s Rejection of Western Binary Construct

    “India has already chosen a side, its own, where it is happy, willing and most importantly capable of staying put”

    The current crisis in Ukraine has, or at least threatened to, shift the focus away from two equally urgent geopolitical conundrums – the Taliban usurping power in Afghanistan and China increasing its assertiveness in the Indo-Pacific and beyond. One almost gets the feeling that the timings of these events couldn’t have been better scripted. Needless to say, all three of them are intertwined in a complex web of events where the major world players are looking to outmanoeuvre each other. These events hold serious ramifications for India, a country which under Prime Minister Narendra Modi has looked to continuously raise its international profile as a major and responsible power in the region. Out of the three, India is a serious stakeholder in the Afghan equation and the Indo-Pacific construct, with even the Ukraine crisis putting the world’s focus on India.

    Derek Grossman, writing for the Foreign Policy magazine, observes that due to the Russian invasion of Ukraine and the ensuing crisis, “Modi’s multipolar Moment Has Arrived”. He even sees India as ‘the clear beneficiary of Russia’s war’. Grossman says that by not condemning Russia’s aggression in Ukraine and refusing to toe the Western line in sanctioning Moscow, India has in fact elevated its global stature. He suggests each of the major powers from the US to China to Russia has been vying to have India on its ‘side’. This assumption is not limited to just Grossman alone but many Western analysts assume that India is vying for a side. But this is exactly where Grossman fails to understand the basic objective of India’s foreign policy. India’s External Affairs Minister Dr. S. Jaishankar’s remarks at the recent GLOBESEC 2022 Bratislava Forum throw light on this ‘misunderstanding’ on the part of Grossman and analysts of his ilk. Jaishankar, to a question regarding the ongoing Russia-Ukraine conflict that in case India must pick a side, who India will side with – the US or China, quipped “I don’t accept that India has to join either the US axis or the China axis. We are one-fifth of the world’s population, the fifth or sixth-largest economy in the world, and India is entitled to have its own side and make her own choices devoid of cynical transactions but based on India’s values and interests.” In the same forum, he also remarked that India is not “sitting on the fence” on the Ukraine issue (a reference to Biden’s remark of India being ‘shaky’) and is in fact merely “sitting on its ground”. Jaishankar’s remarks emphasize India’s policy of strategic autonomy and of India not being a lackey of any power or axis. Meaning India has already chosen a side, its own, where it is happy, willing and most importantly capable of staying put.

    “Somewhere Europe has to grow out of the mindset that Europe’s problems are the world’s problems, but the world’s problems are not Europe’s problems.”

    But what Grossman does get right is in his usage of the term ‘Multipolar’. India indeed views the world as multipolar today. Instead of clinging to either pole of the binary world order, India desires to be one of the poles itself. So, then what explains the West’s adamancy or incapability to understand India? Even this has been partly answered by Jaishankar himself as he says, “Somewhere Europe has to grow out of the mindset that Europe’s problems are the world’s problems, but the world’s problems are not Europe’s problems.” And this is exactly why I mentioned Afghanistan and the Indo-Pacific at the very outset. It is not to say that an India desiring to be a globally recognised power shouldn’t be concerned about Ukraine, but to understand the fact that, for India, a “messy” US withdrawal from Afghanistan and an ever-aggressive China lurking large on its borders are far greater challenges that cannot be met by choosing sides, rather India has to meet those challenges on its own strength. India simply doesn’t have the luxury of joining Axis A against Axis B or vice versa. Among many other things, India needs Russia to balance out China and for its strategic interests in Afghanistan and Central Asia; India needs the US to cement its role in the Indo-Pacific and create a strong deterrence against China; while India also needs to partner with China and Russia in climate change politics as well as limit Western dominance over the global financial system.

    But it is also true that today, India’s strategic interests find greater convergence with that of the US, ranging from countering extremism in the Af-Pak region to checking China’s rise and securing a free and open Indo-Pacific with the help of “like-minded” nations in the region like Japan and Australia in the QUAD grouping. With regards to Russia, relations between the two traditional partners have cooled down a little especially because of Russia’s hobnobbing with Pakistan to secure its interests in Afghanistan and India’s growing ties to the US. Given the fact that Russia is speculated to become increasingly dependent on China as the war in Ukraine wages on, India’s manoeuvrability stands even more limited. Ever since the start of the war, India has tirelessly tried to explain to its Western counterparts the need to re-focus on the Indo-Pacific. Perhaps the bigger challenge for the democratic world is China’s unilateral attempts to change the status quo in the region. Russia’s threat is largely military in nature and is a headache majorly for its European neighbours. But the Chinese threat is global and all-encompassing ranging from economic to military to security to cultural. Additionally, for India, the Taliban in power next door doesn’t evoke any pleasant memories as anti-India forces might be on the loose given the Taliban’s proximity to Pakistan and its ties with anti-India forces.

    India must solidly guard against being labelled in any camp and should steadfastly pursue its own path. India’s recent actions of abstentions in the UN against Russian aggression at the same time as Prime Minister Modi making a whirlwind tour of Europe to calm Western nerves augur well for its strategic objectives. The signing of the US-led Indo-Pacific Economic Framework (IPEF) in the recently held QUAD summit in Tokyo also serves India well vis-à-vis China. A recent visit of an Indian delegation to Afghanistan, ostensibly to oversee aid distribution, suggests that New Delhi may be willing to work with the Taliban regime, thus providing the latter with some legitimacy and the former some flexibility. To be recognised as a major global power, India should de-link from all geopolitical binaries and work towards becoming the Third Pole, maybe taking a cue from the Himalayas.

    Feature Image Credits: Economic Times