Skip to content

India and the Gulf: Beyond Oil and Diaspora

The Gulf (GCC) is India’s Critical Energy and Investment partner, undergoing a "Strategic Upgrade."


The Shift to 'Link West' Strategic Alignment
Cue WordsNotes
Analyze key facts and concepts related to The Shift to 'Link West' Strategic Alignment.
  • GCC Institutional Profile: The Gulf Cooperation Council (GCC) was established in 1981, HQ Riyadh, with 6 members: Saudi Arabia, UAE, Qatar, Kuwait, Bahrain, Oman. India engages as a dialogue/strategic partner, not a member.
  • Energy Security & Strategic Reserves: The Gulf provides ~35% of India’s oil and ~70% of gas. In 2025–2026, India signed deals to increase UAE’s ADNOC oil storage in India's Strategic Petroleum Reserves (SPR) and explore utilizing UAE's Fujairah port.
  • India-GCC Joint Action Plan (2024–2028): Currently implementing a comprehensive JAP covering political consultations, maritime security, trade, and food security. Resumed negotiations for a full India-GCC FTA.
  • India-UAE Strategic Updates (2025-26):
  • Strategic Defence Partnership (May 2026): Signed a bilateral framework covering joint military training, maritime patrols, cyber defense, and co-development of defense platforms.
  • Digital & Advanced Tech: Joint AI and supercomputing initiatives launched between UAE's G42 and India's C-DAC.
  • Barakah Nuclear Power Plant: Technical partnership for operation and maintenance support from India.
  • Bharat Mart & VTC: Launched the Bharat Mart warehousing facility in Dubai and the Virtual Trade Corridor (VTC) under the CEPA.
  • 2022 India-UAE CEPA origin: Signed 18 February 2022, the India-UAE Comprehensive Economic Partnership Agreement entered into force on 1 May 2022 — India's first trade agreement operationalized that year, giving India preferential access on 97%+ of UAE tariff lines (see GS3 Foreign Trade notes for full details).
  • India-Saudi Arabia Strategic Updates (2025-26):
  • Strategic Partnership Council (SPC): Co-chaired the 2nd SPC meeting in April 2025 during PM Modi's state visit.
  • Defence & Security: Saudi Arabia finalized procurement of India's indigenous ATAGS artillery systems. Held the 3rd Security Working Group in January 2026 to coordinate counter-terrorism and anti-extremist financing operations.

2. IMEC (India-Middle East-Europe Corridor)


IMEC (India-Middle East-Europe Corridor)

IMEC (India-Middle East-Europe Corridor)
Cue WordsNotes
Analyze key facts and concepts related to IMEC (India-Middle East-Europe Corridor).
  • A "Multi-modal" shipping and railway corridor (India-UAE-Saudi-Jordan-Israel-Europe).
  • Virtual Trade Corridor (VTC): Integrating customs digital networks and shipping lines between India and Gulf ports to bypass Bab-el-Mandeb and Red Sea chokepoints amid ongoing geopolitical instability.
🚢 IMEC & PGII Launch — G20 New Delhi Summit 2023
Cue WordsNotes
How and when were IMEC and PGII launched?
  • On 9 September 2023, on the sidelines of the G20 New Delhi Summit, PM Modi and US President Biden co-chaired the launch event for IMEC and the Partnership for Global Infrastructure and Investment (PGII).
  • Participants: European Union, France, Germany, Italy, Mauritius, UAE, Saudi Arabia, and the World Bank.
  • IMEC's two legs: an Eastern Corridor (India to the Gulf region) and a Northern Corridor (Gulf region to Europe), comprising railway, ship-rail transit network, and road transport routes — aimed at strengthening physical, digital, and financial connectivity and economic integration between India and Europe.
  • An MoU on IMEC was signed by India, USA, Saudi Arabia, UAE, the European Union, Italy, France, and Germany.
  • PGII is a separate but related developmental initiative aimed at narrowing the infrastructure gap in developing countries and accelerating progress on the UN SDGs globally.

3. Conclusion


Conclusion

Conclusion
Cue WordsNotes
Analyze key facts and concepts related to Conclusion.
  • Success lies in moving from "Transactional" to "Strategic-Saturated & Corridor-Verified Regional Saturation."