The View From Delhi

Kabir Taneja, Executive Director of the Observer Research Foundation Middle East, joins the podcast for an Indian perspective on the US-Israel conflict with Iran. Jacob and Kabir discuss how ordinary Indians are feeling the economic anxiety of potential energy shortages, India's long-standing policy of non-alignment in the Middle East, its deep ties with Gulf states, and why any lasting regional resolution will ultimately require Iran's security buy-in.--Timestamps:(00:00) - Welcome(00:57) - Global Economy Worries(01:40) - Meet Kabir Taneja(02:02) - ORF Middle East Explained(03:26) - Why Dubai Matters(04:14) - India View on War(06:46) - Economic Fallout at Home(08:56) - Politics and Nonalignment(11:40) - Cooking Gas Stove Detour(12:51) - What Can India Do(13:55) - Energy Dependence Reality(15:01) - Iran Ties and JCPOA(18:25) - Trump Exit and Trust(24:58) - China Perception and Border(27:12) - Galwan Shifts Public Mood(28:36) - Russia As China Counterweight(29:28) - China Benefits From Gulf War(30:51) - Pakistan Diplomatic Surge(32:46) - Islamabad Reenters Washington(34:54) - Pakistan Security Leverage(37:21) - Asymmetric War Lessons(39:23) - India Pakistan Conventional Focus(42:10) - Iranian Frigate And US India Ties(44:56) - India Best Case Strait Outcome(49:28) - Gulf Partnerships And Multipolarity(54:48) - Closing Thanks And Signoff--Referenced in the Show:Kabir Taneja - https://www.orfonline.org/people-expert/kabir-taneja--Jacob Shapiro Site: jacobshapiro.comJacob Shapiro LinkedIn: linkedin.com/in/jacob-l-s-a9337416Jacob Twitter: x.com/JacobShapJacob Shapiro Substack: jashap.substack.com/subscribe --The Jacob Shapiro Show is produced and edited by Audiographies LLC. More information at audiographies.com--Jacob Shapiro is a speaker, consultant, author, and researcher covering global politics and affairs, economics, markets, technology, history, and culture. He speaks to audiences of all sizes around the world, helps global multinationals make strategic decisions about political risks and opportunities, and works directly with investors to grow and protect their assets in today’s volatile global environment. His insights help audiences across industries like finance, agriculture, and energy make sense of the world.--