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India’s exporters are rushing to beat the August 27 US tariff deadline, with companies frontloading shipments and exploring costly alternatives. Sudhir Sekri of AEPC warned of potential $11.5 billion losses and layoffs, citing pressure on logistics and shortened US customs timelines. Meanwhile, energy imports continue steadily, with Sumit Ritolia of Kpler noting 1.71–1.8 million barrels per day of Russian crude already unloaded, while US crude supplies remain limited. The full impact of the tariffs is expected from September onwards.

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