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India to pay gold instead of dollars for Iranian oil. Oil and gold markets stunned
Debka File ^ | 1/23/2012 | DebkaFile

Posted on 01/23/2012 11:18:49 AM PST by JohnKinAK

India is the first buyer of Iranian oil to agree to pay for its purchases in gold instead of the US dollar, debkafile's intelligence and Iranian sources report exclusively. Those sources expect China to follow suit. India and China take about one million barrels per day, or 40 percent of Iran's total exports of 2.5 million bpd. Both are superpowers in terms of gold assets.

By trading in gold, New Delhi and Beijing enable Tehran to bypass the upcoming freeze on its central bank's assets and the oil embargo which the European Union's foreign ministers agreed to impose Monday, Jan. 23. The EU currently buys around 20 percent of Iran's oil exports.

The vast sums involved in these transactions are expected, furthermore, to boost the price of gold and depress the value of the dollar on world markets. Iran's second largest customer after China, India purchases around $12 billion a year's worth of Iranian crude, or about 12 percent of its consumption. Delhi is to execute its transactions, according to our sources, through two state-owned banks: the Calcutta-based UCO Bank, whose board of directors is made up of Indian government and Reserve Bank of India representatives; and Halk Bankasi (Peoples Bank), Turkey's seventh largest bank which is owned by the government. An Indian delegation visited Tehran last week to discuss payment options in view of the new sanctions. The two sides were reported to have agreed that payment for the oil purchased would be partly in yen and partly in rupees. The switch to gold was kept dark.

India thus joins China in opting out of the US-led European sanctions against Iran's international oil and financial business. Turkey announced publicly last week that it would not adhere to any sanctions against Iran's nuclear program unless they were imposed by the United Nations Security Council. The EU decision of Monday banned the signing of new oil contracts with Iran at once, while phasing out existing transactions by July 1, 2012, when the European embargo, like the measure enforced by the United States, becomes total. The European foreign ministers also approved a freeze on the assets of the Central Bank of Iran which handles all the country's oil transactions. However, the damage those sanctions cause the Iranian economy will be substantially cushioned by the oil deals to be channeled through Turkish and Indian state banks. China for its part has declared its opposition to sanctions against Iran.

debkafile's intelligence sources disclose that Tehran has set up alternative financial mechanisms with China and Russia for getting paid for its oil in currencies other than US dollars. Both Beijing and Moscow are keeping the workings of those mechanisms top secret.


TOPICS: Business/Economy; Foreign Affairs; News/Current Events
KEYWORDS: energy; gold; goldbugs; goldforoil; india; indiagold; iran; iranoil; iranoilembargo; lebanon; methane; oilforgold; opec; petroleum
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If true, it's a smart work around and not good for FIAT currencies.
1 posted on 01/23/2012 11:18:52 AM PST by JohnKinAK
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To: JohnKinAK

I am not saying this story is true or if it false, but the potential for market-manipulating rumormongering in this is very large. Debka. Nuff said.


2 posted on 01/23/2012 11:21:42 AM PST by Attention Surplus Disorder (The only economic certainty: When it all blows up, Krugman will say we didn't spend enough.)
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To: JohnKinAK

If this story was true the value of the US dollar would drop a lot today, did it?


3 posted on 01/23/2012 11:22:21 AM PST by Mount Athos (A Giant luxury mega-mansion for Gore, a Government Green EcoShack made of poo for you)
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To: JohnKinAK

Not good. Not good at all for the dollar.


4 posted on 01/23/2012 11:24:05 AM PST by bgill (The Obama administration is staging a coup. Wake up, America, before it's too late.)
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To: Attention Surplus Disorder

This was news yesterday. Just because THIS story comes from Debka, doesn’t make the whole story false.

We think that we rule the world. We do not.

India and China need oil. Gold, dollars, rupees....doesn’t make any difference to them.


5 posted on 01/23/2012 11:24:24 AM PST by Vermont Lt (I just don't like anything about the President. And I don't think he's a nice guy.)
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To: JohnKinAK
A reward for yesterday's behavior?

India: Muslims slaughter pregnant cow in Hindu temple compound

6 posted on 01/23/2012 11:24:27 AM PST by null and void (Day 1098 of America's ObamaVacation from reality [Heroes aren't made, Frank, they're cornered...])
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To: JohnKinAK

You cannot wire transfer gold and it’s supply is limited.

They cannot do this for long IMO.


7 posted on 01/23/2012 11:27:13 AM PST by Venturer
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To: JohnKinAK

There was a story yesterday about paying in Yen


8 posted on 01/23/2012 11:27:46 AM PST by therightliveswithus
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To: Venturer

If true, we may be going to war with india before we go against some ME regimes. I would be very surprised if we did not offer some major incentives to get India to back off this. It is a knife to the heart of the dollar and frankly makes me wonder WTH we are doing wasting any foreign aid on India (financial or tech) if they would do such a thing to US


9 posted on 01/23/2012 11:31:00 AM PST by 1malumprohibitum
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To: Venturer

Any country that is stupid enough to transfer it’s gold reserves to Iran in exchange for oil deserves what it gets.

Unless, of course, they are exchanging oil for gold at an astronomical exchange rate.


10 posted on 01/23/2012 11:36:12 AM PST by rdcbn
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To: JohnKinAK

They will trade gold for oil as soon as they check the prices of gold and oil in US$ terms. Makes no sense. And China is a small time player in gold yet, hasn’t reached the level in gold reserves necessary for super power status.

Can’t really trust any one of the three countries. This should be interesting.


11 posted on 01/23/2012 11:37:27 AM PST by Razzz42
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To: JohnKinAK

We’re all going to abandon FIAT currencies and go back 4000 years to doing all our trades in barter, because Iran and India might have made a barter arrangement? NOT!


12 posted on 01/23/2012 11:38:20 AM PST by DannyTN
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To: rdcbn

Iran is trying to be clever. It’s gonna backfire.


13 posted on 01/23/2012 11:38:33 AM PST by Sacajaweau
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To: JohnKinAK

250 tons of gold per year for India alone, I am not believing this.


14 posted on 01/23/2012 11:48:10 AM PST by jpsb
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To: 1malumprohibitum
If true, we may be going to war with india before we go against some ME regimes. I would be very surprised if we did not offer some major incentives to get India to back off this. It is a knife to the heart of the dollar and frankly makes me wonder WTH we are doing wasting any foreign aid on India (financial or tech) if they would do such a thing to US

India will go to war with itself if fuel prices go higher because of reduced supplies. They have an inflation crisis going on there, and reducing oil supply will only make it worse.

15 posted on 01/23/2012 12:18:08 PM PST by James C. Bennett (An Australian.)
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To: JohnKinAK

not good for the dollar ( pr what is left of it)....


16 posted on 01/23/2012 12:19:15 PM PST by Nifster
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To: JohnKinAK

True or not, this does not seem to be having much of an effect on the gold market today - up just .5%.


17 posted on 01/23/2012 12:37:30 PM PST by Chuckster (The longer I live the less I care about what you think.)
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To: 1malumprohibitum

Nothing new here. India spent decades playing the US and the USSR against each other to its own benefit. Now, if true, India is doing the same to the US and the ME.


18 posted on 01/23/2012 12:37:59 PM PST by Roccus
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To: jpsb
250 tons of gold per year for India alone, I am not believing this.

As of last year India has Holdings of 614.75 tons. So two and a half years and they are out. China has 1,161.9 tons so they could go a bit longer, but they also import more oil. Oddly enough the big winner would be the US. With the value of the dollar dropping and the demand for gold going psychotic the 8,965.6 tons sitting in US vaults (the most of any nation) might eventually be worth enough to back our currency.
19 posted on 01/23/2012 12:54:23 PM PST by GonzoGOP (There are millions of paranoid people in the world and they are all out to get me.)
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To: JohnKinAK

Knowing how India and China operate, I’m sure they also offered to only pay half the present price of Brent or WTI as well. They know how to use leverage when they have it.


20 posted on 01/23/2012 12:57:40 PM PST by PGR88
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