India - United States Relations

She is misrepresenting things...


This exemption existed before. Actually, it is available to practically anyone.

In the apparel sector, according to a press conference by the Bangladesh Garment Manufacturers and Exporters Association (BGMEA), the tariff executive order stipulates that if at least 20% of the raw materials (such as U.S. cotton) used in the production of any apparel are from the United States, the additional 20% tariff will not apply to the value of these raw materials. That is to say, the use of U.S. raw materials will enjoy an additional tariff exemption, and 75% of the apparel exported by Bangladesh to the United States is made of cotton.
 
Wait a sec... you think America produces any industrial goods any more? LOL! Even if we set duty on American industrial products as ZERO, nothing will happen. Because America can not even make a simple injection mold for making plastic parts these days.

It is WAY more expensive to make things in USA than in India.

LOL!
I actually work in domestic consumer industry - designing and setting up production facilities (some greenfield but honestly mostly brownfield line modernization type work). Generally speaking, the US has gotten uncompetitive in many industries, but it is not really bad as you'd think.

Manufacturing employs less people nowadays but there is more industrial output than ever. A lot of my work this past year has been redoing lines to use entirely local equipment mainly in the cpg/pharma/biomedical fields. The pivot away from international suppliers over the last year wasn't as brutal as everyone had initially imagined, barring some amount of sensing instruments and transmitters. Even those are available from domestic suppliers, just somewhat more expensive.

I don't want to ramble on, but my point is don't underestimate the ability of the many small/medium sized US businesses to make enormous headway into India if given the opportunity. Most of these guys are privately owned and have many decades of experience fabricating specific types of equipment at world class levels. Large Indian firms will survive but I imagine many industrial startups will become stillborn as a result of the competition.
 
I actually work in domestic consumer industry - designing and setting up production facilities (some greenfield but honestly mostly brownfield line modernization type work). Generally speaking, the US has gotten uncompetitive in many industries, but it is not really bad as you'd think.

Manufacturing employs less people nowadays but there is more industrial output than ever. A lot of my work this past year has been redoing lines to use entirely local equipment mainly in the cpg/pharma/biomedical fields. The pivot away from international suppliers over the last year wasn't as brutal as everyone had initially imagined, barring some amount of sensing instruments and transmitters. Even those are available from domestic suppliers, just somewhat more expensive.

I don't want to ramble on, but my point is don't underestimate the ability of the many small/medium sized US businesses to make enormous headway into India if given the opportunity. Most of these guys are privately owned and have many decades of experience fabricating specific types of equipment at world class levels. Large Indian firms will survive but I imagine many industrial startups will become stillborn as a result of the competition.
Dude...
You know how bad it is in America outside of few specialized defence and automobile production?

Watch the above. They tried making simple "brush" for cleaning grills.... It costed them 75 dollar a piece or so. They could not find ANY one to make a simple handle using injection molding. And they could not find ANY one to make a wire mesh.

It is EXTREMELY bad in USA.

And lets not even talk about American automobiles. They frankly suck. Anywhere outside of America, they are simply either too overpowered and hence fuel hungry or too large or just plain too ugly.

Take for example heat pumps or ACs. Americans make these stupid barrel type ones. Ugly looking and only fit for large homes. Can not use them in apartments. Can not fit them anywhere. Highly inefficient. Even Indian ones like Blue Star are way better.

Americans have lost sense of industrial design, manufacturing and all the processes involved.

Only defence related and very specialized items they can sell.

Then there is working with Americans. There is nothing worse than working with a fukken American. Send them email. They will not reply in 5 days. Send an email to Ali baba guy, you get a quote in few hours. An american company is basically like an *censored*. You can not make them move. They have zero sense of customer retaintion, they are staffed by really dumb americans who do not care anything about business. They have a billion of holidays and never respond in time.

They are never going to be able to sell anything worthwhile in India.

Do not believe me? Look at Ford's history. They had a plant in India. They quit in 2018.
 
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She is misrepresenting things...


This exemption existed before. Actually, it is available to practically anyone.
In reality US cotton is in better quality than indian one. I don't think considerable price difference also exist. Hope we too will import that.
 
In reality US cotton is in better quality than indian one. I don't think considerable price difference also exist. Hope we too will import that.
Actually, B'Desh has a bigger problem. You know what?

The way RMGs are made. Most RMGs are made out of cotton with some other fiber mixed. Indeed cotton RMGs are the biggest export of Chaddidots of B'Desh...

So process is Bale -> Yarn -> Fabric -> RMG.

Problem is..... US does not make Yarn and nor fabric. In 2025, Chaddis of Chaddistan imported some 480 million dollars worth of cotton bales from USA. It only imported 170,000 USD worth of yarn and 70,000 worth of fabric. Why? US is simply not in the game of making errr.... yarn or fabric. Unless it has some very specific military use.

Meanwhile 82% of yarn and a significant percentage of fabric comes from India into BD... Worth 2+1=3 billion dollars. LOL!

You see, chaddis do not have enough spindles to made yarn out of cotton. And getting those .... will take time. So they will have to... Recieve US cotton, ship to some third country (India or China) to get yarn or fabric made. Then stitch chaddis.

As you can see... this is.... rather fragile. Not to mention makes getting an A-okay certificate from USA ... HARD. Not to mention expensive. LOL!

So... rest assured. Chaddis will be dependent upon India for their yarn needs AND they will not be anytime getting any good deal out of US tariff rules.

In 4-5 years if and when they get enough spindles, they will make real use of US cotton. By then Trump will be gone and dead. And likely India would have figured out a strategy out of this mess.
 
It seems we'll also have a major hand in refining the sour crude (which most refineries elsewhere in the world can't handle) unlocked in Venezuela.

Things are moving.


NEW DELHI/WASHINGTON, Feb 13 (Reuters) - The United States has issued a general license to India's Reliance Industries Ltd that will allow the refiner to buy Venezuelan oil directly without violating sanctions, two sources familiar with the matter said. Following the U.S. capture of Venezuelan President Nicolas Maduro earlier this month, U.S. officials said Washington would ease sanctions imposed on Venezuela's energy industry to facilitate a $2 billion oil supply deal between Caracas and Washington and an ambitious $100 billion reconstruction plan for the country's oil industry.

A general license authorises the purchase, exportation, and sale of Venezuelan-origin oil that has already been extracted, including the refining of such oil. Handing a license to Reliance could speed up Venezuela's oil exports and reduce crude costs for the operator of the world's biggest refining complex. Reliance, which applied for the license in early January, did not respond to an email request for comment. The U.S. Office of Foreign Assets Control did not immediately respond outside of regular business hours.

VENEZUELAN OIL TO REPLACE RUSSIAN SUPPLY​

Earlier this month, Reliance bought 2 million barrels of Venezuelan oil from trader Vitol, which was granted, along with Trafigura, U.S. licences to market and sell millions of barrels of Venezuelan oil after Maduro's capture.

Direct purchase of Venezuelan oil will help Reliance replace Russian oil in a cost-effective way, as heavy crude from Caracas is sold at a discount, said one of the sources.

President Donald Trump earlier this month removed a 25% punitive tariff on India and said New Delhi would buy more oil from the U.S. and potentially Venezuela. Indian refiners, including Reliance, are avoiding Russian oil purchases for delivery in April and are expected to stay away from such trades for longer, refining and trade sources said, a move that could help New Delhi seal a trade pact with Washington.

The conglomerate used to be a regular buyer of Venezuelan oil for its advanced refining complex, but had to stop purchases in early 2025 due to U.S. sanctions. Reliance operates two refineries with a combined capacity of about 1.4 million barrels per day.
 
Dude...
You know how bad it is in America outside of few specialized defence and automobile production?

Watch the above. They tried making simple "brush" for cleaning grills.... It costed them 75 dollar a piece or so. They could not find ANY one to make a simple handle using injection molding. And they could not find ANY one to make a wire mesh.

It is EXTREMELY bad in USA.

And lets not even talk about American automobiles. They frankly suck. Anywhere outside of America, they are simply either too overpowered and hence fuel hungry or too large or just plain too ugly.

Take for example heat pumps or ACs. Americans make these stupid barrel type ones. Ugly looking and only fit for large homes. Can not use them in apartments. Can not fit them anywhere. Highly inefficient. Even Indian ones like Blue Star are way better.

Americans have lost sense of industrial design, manufacturing and all the processes involved.

Only defence related and very specialized items they can sell.

Then there is working with Americans. There is nothing worse than working with a fukken American. Send them email. They will not reply in 5 days. Send an email to Ali baba guy, you get a quote in few hours. An american company is basically like an *censored*. You can not make them move. They have zero sense of customer retaintion, they are staffed by really dumb americans who do not care anything about business. They have a billion of holidays and never respond in time.

Apologies for the delay on this, I wanted to watch the video first and didn't have a lot of time. I watched it on a flight and am typing this up while waiting for our plane to find a gate >.<

1. Unless you are grilling literally everyday, there is no point in using a brush, just use a wet rag. It's better for your grill. Seriously. Also LOL at his "unique" design, chainmail brushes have been a thing forever.

2. His approach is mind boggling. He couldn't find anybody to do t&d? Has he tried Thomasnet instead of just random other youtubers? There is plenty of tool and die capacity here in the states. I can nitpick small points too. Why use imperial screws instead of metric? Literally every relevant industry uses metric which would drive down his costs. This guy really needs a process consultant. Probably many local engineering firms could point him the right direction.

3. American automobiles compete at the highest levels and the lowest levels but I tend to agree that Japanese and especially Korean cars are the best in terms of value (I will die on the hill that the Rivian R1S is both practical and incredibly fun to drive, just horrendously expensive). Honestly, any new car in the US will get you at least 10 Years/100,000 miles with even semi-regular maintenance. I think transmissions used to be the Achilles heel of American cars, but nowadays everyone just uses the same CVTs to make the most sterile souless driving experiences.

4. Don't diss our barrels. But seriously, they are just condensers and for the majority of north America, they are good enough. They aren't as efficient, but they are plenty reliable. It's not like GE, American Standard, and other domestic companies don't make the modern designs for apartments or small modular buildings (this is the fast evolving space here btw if you are entrepreneurial), it's just Mitsubishi specifically is just so cheap.

This guy goes out of his way to make his process difficult, but I will agree that compared to China making things is not as streamlined. I have to work with suppliers across many different states to fabricate specialized machines, whereas many companies in China are right down the street from one another and can coordinate better. American work culture is hit or miss but I personally find working with Americans better than Europeans. Chinese are definitely the most prompt.

Ultimately, it doesn't matter if low value added manufacturing is done elsewhere. Why do I care if the pipes, screws, kitchen utensils, etc are made in China or India? A lot of manufacturing has left, and there is a lot of food left on the table, but the doom and gloom about industry is hyperbole. There is plenty of tool and die capacity here. Plenty of industrial equipment is made here. Injection molding might be a field where we are falling behind, but if there is a demand a local player will emerge. The US industrial sector is impressive where it does compete and is world class. There is also a lot of highly skilled labor available here.

You don't have to believe me. I have only lived here my whole life and work in this exact field. My experiences and anecdotes may not hold as much weight to you as random youtubers or spicy internet articles. Your own experiences may also contradict me.

They are never going to be able to sell anything worthwhile in India.

Do not believe me? Look at Ford's history. They had a plant in India. They quit in 2018.
Let the deal play out. Let's revisit this in 15 years and see how it goes. Maybe Boeing will get another 200 orders. I think industrial grain storage and processing will be a huge space for US vendors. Who knows. I'm confident if the US industrial base is truly allowed to play, it'll make waves.


It took me like 15 minutes to type this out but we still haven't gotten a gate.
 
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Give us open flexibility of using those weapons without any supply chain issues and America might get defence sales. But right now I don't know. TASL and Mahindra could produce the teen fighters in the hundreds. E-7 wedgetail would be amazing but buying American electronics would be leading us sacrificing sovereignity. If only the Americans could let go of f-35 restrictions and allow us the modify the f-35 to work with the s400.
 
So, do we need to sign the trade deal now? And what happened to those deals signed by US with Japan, soko, BD etc?