Export-heavy industries across Gujarat, including textiles, specialty chemicals, gems and jewellery, and solar equipment, are bracing for severe margin hits following the passage of the US Sanctions Act. Local manufacturing hubs in Surat and Ahmedabad fear that landed costs in the US will rise significantly, forcing buyers to seek alternative sourcing or demand heavy price cuts. Solar panel exporters from Gujarat are already facing extreme distress due to a massive combined tariff of 249.13% imposed by the US Commerce Department. Meanwhile, editorial commentaries emphasize that while the US aims to choke Russian war funding, imposing punitive tariffs on strategic partners like India and China could backfire on the global economy. The current energy crisis was largely aggravated by US interventions in West Asia, which forced Asian economies to rely heavily on discounted Russian crude. Furthermore, analysts point out that trade tariffs rarely resolve complex geopolitical conflicts like the Ukraine war. Instead, the US is likely leveraging these tariff threats to gain upper-hand advantages in ongoing bilateral trade negotiations with India.