Iran vs US-Israel: Global energy crisis & India’s strategic dilemma | Kanwal Sibal | SpeakEasy Ep 8

Описание: In this episode of SpeakEasy with Amit Baruah, former Foreign Secretary Kanwal Sibal speaks about how the US-Israel war on Iran has upset India’s strategic plans, shattered the Gulf’s security structure, and opened the door to an energy crisis with no clear exit. The discussion examines the implications for global energy markets, with oil prices projected to surge sharply, and the risks posed to international stability.

Sibal argues that the current developments reflect a form of “new imperialism”, where major powers seek strategic dominance over regions and resources. He analyses the US' evolving foreign policy under Donald Trump, highlighting inconsistencies in decision-making and the broader continuity in American strategic behaviour.

The conversation explores Iran’s military resilience despite decades of sanctions, focusing on its missile and drone capabilities as key deterrents. It also reflects on India’s diplomatic response, its energy dependencies, and the challenges to its strategic autonomy in an increasingly polarised world.

Chapters:
00:00 | US–Israel attacks on Iran
01:07 | The rise of a new imperialism?
02:47 | Trump’s foreign policy
03:54 | Gaza, Ukraine, and NATO
07:01 | Israel Dimona reactor debate
07:47 | Israel's nuclear weapon threat to Iran
08:48 | Iran’s resistance
11:16 | Iran survival as victory
11:27 | True victory in war
12:57 | Gulf security collapse
15:28 | Pakistan–Gulf axis
16:14 | India’s diplomatic response
19:21 | India’s oil strategy as prices surge
20:15 | India's Russian oil imports
21:09 | Global South reality
23:59 | Trump and his decisions
24:44 | Can the Iran war be stopped?
26:22 | Russia & China's role
31:11 | Final Takeaways

Highlights:
Why the conflict signals a shift towards “new imperialism”
Iran’s resilience despite sanctions and sustained attacks
The risk of oil prices escalating to extreme levels
Strategic importance of the Strait of Hormuz
Collapse of US-backed Gulf security frameworks
India’s cautious diplomatic stance and strategic balancing
The role of major powers in shaping the conflict outcome
Why the war may turn into a prolonged geopolitical stalemate

Perfect for viewers interested in:
West Asia geopolitics and Iran–US–Israel conflict
Global energy markets and oil price dynamics
International relations and strategic studies
India’s foreign policy and strategic autonomy
BRICS, Global South, and shifting world order
UPSC current affairs and geopolitical analysis

Credits:
Host: Amit Baruah
Camera: Deepanshu Chhabra and Vedaant Lakhera
Editing: Razal Pareed
Producers: Kavya Pradeep M and Mridula Vijayarangakumar

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