El presidente de Estados Unidos, Donald Trump, impuso un arancel adicional del 25% a los productos indios, citando las continuas importaciones de petróleo ruso por parte de Nueva Delhi, en una medida que intensificó bruscamente las tensiones entre ambas naciones después de que las conversaciones comerciales llegaran a un punto muerto.

Donald Trump has signed an order to impose tariffs imports into the U.S. from countries including China, Mexico and Canada.

Global Tariffs

The Trump administration has introduced a new 25% tariff on India as a response to the country's ongoing purchases of Russian oil. This action is part of a broader effort to pressure nations trading with Russia, with the goal of reducing Russia's oil revenue, which is a significant source of funding for its government and military actions in Ukraine.

Experts suggest that this secondary tariff is an unprecedented move in economic coercion. While the immediate effect may be a rise in global oil prices, analysts predict that increased production from other oil-producing nations could stabilize prices in the short term. The administration has not imposed similar tariffs on China, citing the larger volume of trade between the U.S. and China and the risk of escalating a broader trade conflict.

Trump impone un arancel extra del 25% a India por las importaciones de petróleo ruso

Pasamos ahora a una nueva escalada en la guerra comercial del presidente Trump. El presidente ha puesto al mundo sobre aviso de que cualquier país que siga comerciando con Rusia para este viernes será golpeado con nuevos aranceles. Hoy, India se ha convertido en el primer país castigado con un arancel adicional del 25%. Corresponsal de Money Watch Kelly O'Grady ahora en los impactos potenciales sobre la economía mundial y su cartera. El enviado especial Steve Whitkoff se reunió hoy durante tres horas con el presidente ruso Vladimir Putin. Una reunión descrita como muy productiva, pero no lo suficiente. Poco después, la Casa Blanca impuso un arancel adicional del 25% a India por una razón: porque India compra petróleo a Rusia. ¿Cómo de innovador es este uso de un arancel secundario para proporcionar coerción económica? Nunca se había hecho antes. Edward Fishman ayudó a diseñar las sanciones contra Rusia cuando estaba en el Departamento de Estado. ¿Cuál es el objetivo aquí con el arancel secundario? El objetivo es intentar persuadir al gobierno indio para que tome medidas enérgicas contra las refinerías de la India que compran petróleo a Rusia. Rusia elude las sanciones internacionales transfiriendo parte del petróleo de sus petroleros a otros buques conocidos como la Flota Oscura. El año pasado, 60 Minutos siguió la pista de algunos de esos barcos hasta la India. Rusia ingresó casi 200.000 millones de dólares el año pasado en concepto de ingresos del petróleo, dinero que utiliza para financiar su guerra de más de tres años en Ucrania. El petróleo es la savia de la economía rusa. Sin los ingresos del petróleo, Rusia tendría muchas dificultades para gestionar su gobierno, por no hablar de financiar una invasión militar masiva de Ucrania. Rusia exporta unos 5 millones de barriles de petróleo al día, de los que aproximadamente el 40% se vende a la India. Si la India deja de comprar ese petróleo, tendrá que venir de otra parte, lo que significa que los precios mundiales del petróleo podrían subir. Eso significa que los estadounidenses podrían acabar pagando más en el surtidor. ¿Por qué cree que el presidente Trump está dispuesto a ahogar los ingresos energéticos de Rusia cuando la administración Biden no lo estaba? En 2022, usted tenía los precios del petróleo por encima de 100 dólares el barril y la inflación en los Estados Unidos en un máximo de cuatro décadas. Rondaba el 7%. Hoy, los precios del petróleo están en los 60. Tienes un mercado del petróleo increíblemente flexible y una inflación relativamente controlada. Buena y clara explicación, Kelly. Así que los EE.UU. poniendo aranceles a la India para presionar a Rusia. ¿Por qué no poner aranceles a China? Esa es mi gran pregunta, Maurice. Sí, claro. Quiero decir, China es un mayor comprador de petróleo de Rusia que India. Pero también diré que comerciamos mucho más con China que con India. Y cualquier escalada con un arancel secundario podría reavivar una guerra comercial. Y esperamos que los precios del petróleo suban a corto plazo. ¿Por qué? Sólo a corto plazo, porque países como Arabia Saudí, los de la OPEP, podrían producir más y hacer bajar los precios. También es posible que la industria de esquisto de EE.UU. produzca más. No es rentable producir petróleo a estos precios tan bajos, pero ese repunte de los precios del petróleo podría proporcionar la rentabilidad necesaria para aumentar la producción. Todo para decir que otros países probablemente intervendrían y esos precios volverían a bajar a corto plazo. OK, Kelly O'Grady, muchas gracias.

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Trump impone un arancel extra del 25% a India por las importaciones de petróleo ruso

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