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Trade Watch

India's national trade intelligence — tariffs, sanctions, supply-chain shocks, FTA milestones, FX pressure

What Trade Watch Covers

Trade Watch is India's daily situational awareness brief for trade-flow risks and opportunities. While Spotlight covers breaking events of the day, Trade Watch tracks ongoing trade dynamics — the slower currents that shape Indian exporter and importer outcomes.

Active India FTAs
14+
ASEAN, Japan, Korea, UAE CEPA, Australia ECTA, Mauritius CECPA
In Negotiation
UK · EU · Oman · Peru
As of 2026 Q1
Major Ports
12 + 200 minor
JNPT, Mundra, Chennai handle ~70% of container exports
FY24 Goods Exports
$437B
Services exports: $339B

Pillars We Monitor

🛂 Tariffs & Sanctions

US reciprocal tariffs, EU CBAM, Russia/Iran sanctions impact on Indian shippers, secondary sanctions risk for fintech & logistics.

DGFT Notifications →

🚢 Ports & Freight

JNPT, Mundra, Chennai congestion. Red Sea / Suez / Hormuz disruptions. Container rates, vessel diversions, transit times.

Ministry of Ports →

🤝 FTA Milestones

India-UK FTA progress, India-EU negotiations, CEPA implementation, RCEP non-participation impact. New tariff line concessions.

Ministry of Commerce →

💱 Rupee & FX

USD-INR pressure, RBI interventions, forward premium shifts, NRI remittance trends, dollar liquidity squeezes.

RBI updates →

🔗 Supply Chain Shocks

Rare earth export controls, chip ban impact, container shortage cycles, fertilizer/edible oil import disruptions.

Trade Policy →

🛢️ Energy & Commodities

Crude oil trajectory, OPEC+ cuts, LNG long-term contracts, coal imports, gold & silver trade flows.

MoPNG →

How To Use This Page

Latest National Trade News

Bloomberg
Is Trump’s Diesel Deal With Russia Legal? US Sanctions Explained
With his Republican Party facing the prospect of losing control of Congress in Nov. 3 elections, President Donald Trump has sought ways to tame a significant…
OpIndia
Why did Sensex surge 1,100 points? Sitharaman’s tax remarks, IT earnings and rupee recovery explain Dalal Street’s dramatic rebound
Sensex surged 1,100 points as strong IT earnings, rupee recovery and Nirmala Sitharaman’s remarks on capital gains tax fuelled hopes of a market revival, but…
Supply Chain Dive
Bed Bath & Beyond parent company taps AI to unify forecasting, replenishment
Neighborhood Intelligence is using Relex Solutions to reduce supply chain complexity across its brand portfolio, which includes The Container Store and…
The Hindu
OPEC cuts India’s 2026 oil demand growth forecast to 40,000 barrels per day
Gasoline and diesel to drive consumption amid strong vehicle sales, manufacturing and agricultural activity.
Supply Chain Dive
Panama Canal challenges drive shippers to Port of Los Angeles
High fuel costs are also pushing shippers and carriers to shift volume to the San Pedro Bay port to avoid longer transit times.
The Times of India
RBI steps in with big measures for rupee, but should it let currency fall instead?
One thought process is that the RBI should allow the market forces to let the rupee find its levels. Indeed the IMF recently said that India should allow the…
The Hindu
Will keenly hear views on LTCG and STT matters, Finance Minister Sitharaman says
The Finance Minister also said that the Reserve Bank of India (RBI) would continue to take action to prevent volatility in the rupee exchange rate
FreightWaves
How National Debt Affects Freight Costs and Financing
U.S. debt topped $40 trillion and interest now exceeds $1 trillion a year. Here’s how rising borrowing costs hit truck financing, carriers and warehouses.
The Loadstar
Look beyond AI productivity gains, forwarders told
Freight forwarders should focus on using artificial intelligence to capture lost gross profit and deliver more tailored customer service, rather than treating…

Related Coverage

Tip a Trade Story

Spotted a tariff change, port disruption, or trade-impacting policy move? Email digest@mithilaexports.com — we cover the under-reported angles fast.