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Iran Turmoil and US Tariff Threat Jolt India’s Basmati Exports

Exporters tighten terms, reflecting roughly ₹2,000 crore in frozen dues.

Overview

  • Trade with Iran has slowed to a near standstill as protests disrupt communications and payments, leaving Indian basmati consignments at Iranian ports.
  • About ₹2,000 crore in export payments are stuck, according to the Indian Rice Exporters Federation, which reports buyers cannot remit funds or honor contracts.
  • President Donald Trump announced a 25% tariff on countries doing business with Iran, unsettling exporters as enforcement details and overlap with an existing 50% US tariff on India remain unclear.
  • Iran bought nearly 598,000 tonnes of Indian basmati between April and November, yet uncertainty has pushed key wholesale prices in India down about 7% over the past week.
  • Exporters are shifting to secured payment mechanisms, routing some transactions through the UAE, and limiting exposure, with KRBL citing direct Iran exposure of about $8–10 million.