It’s Tuesday afternoon, February 3, 2026, and while the Opposition is busy shouting “surrender” in the House, PM Modi just held a closed-door meeting with his own troops to set the narrative. The vibe inside the NDA parliamentary party meeting was one of “we held our ground and won.”
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The thing is, the PM isn’t just celebrating the 18% tariff—he’s telling his MPs that the “world order is shifting” and India is finally the one holding the cards. Or nothing.
Inside the NDA Strategy: Field Notes
It’s an ongoing situation where the government is trying to frame a massive energy pivot as a “strategic victory.” Here’s the ground reality from the meeting:
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The “Courage” Narrative: Modi told his MPs that people were “criticizing” (referring to the 50% tariff hit last August), but the government kept its “patience.” He essentially framed the deal as Trump blinking first because India showed it could sign deals with the EU and UK instead. Those too.
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The $500 Billion “Buy American” Pledge: Trump’s Truth Social post claims Modi committed to buying over $500 billion in energy, coal, and tech. In the meeting, the PM was more focused on the 18% tariff (down from 25% reciprocal and 50% total) which he says will supercharge “Made in India.” Let’s be real—$500 billion is a massive number that will require a complete rewiring of our energy supply chain.
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The Russian Oil “Thaw”: While the PM’s public tweets were all about friendship, the quiet part is the exit from Russian crude. The thing is, this was the “price” for getting the US to drop its penal tariffs. Modi told his MPs to communicate that this “better environment” with the US is worth the pivot. And then the market rally followed.
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The “Viksit Bharat” Ground Game: The PM gave a clear order: Don’t just sit in the House. Every MP needs to go back to their constituency and explain the 2026 Budget and this trade deal. He wants the “Viksit Bharat 2047” vision to be the conversation at Every chai pe charcha. Or nothing.
The Deal at a Glance: PM’s Briefing vs. Trump’s Post
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| Feature | What Trump Said (Truth Social) | What PM Modi Told NDA MPs |
| US Tariffs | Lowered from 25% to 18% | “Made in India” now more competitive |
| India’s Tariffs | Reducing to ZERO | Creating a “better environment” for trade |
| Russian Oil | “He agreed to stop buying” | India is shaping the “New World Order” |
| Commitment | $500 Billion in US goods | “Patience has paid off” |
| Ukraine War | Deal will help “END THE WAR” | Strategic alignment with world powers |
And Here’s the Kicker…
The PM also mentioned that Nitin Nabin taking over as the new BJP President has brought “auspicious events.” The thing is, with the EU FTA and the US Trade Deal landing within days of each other, the government is trying to prove that India isn’t “isolating”—it’s “diversifying.” Those too.
One side comment—the LoP (Rahul Gandhi) is already demanding the full text of the deal, suspicious of what’s been promised in the “non-tariff barrier” section. It’s a bit messy. Authentic, but definitely the start of a long political summer. It’s an ongoing situation. Or nothing.
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End…
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