Prime Minister Narendra Modi’s state visit to Israel
(February 25–26, 2026) is being framed by both nations as a "historic
leap" that elevates their relationship to a "Special Strategic
Partnership." This visit is particularly significant as it marks the
first time an Indian Prime Minister will address the Knesset (the
Israeli Parliament).
Based on current diplomatic signals and the formal agenda,
here is a detailed analysis of the progress likely to be made:
1. Defence and Security: Upgrading the "Anchor"
Defence remains the cornerstone of the relationship. The
visit is expected to move beyond the traditional "buyer-seller"
dynamic toward a "Joint Development and Production" model.
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- Security
Pact Update: Expect the announcement of an updated security
arrangement focusing on emerging threats.
- High-Tech
Collaboration: Focused agreements on Artificial Intelligence (AI)
in defense, Quantum Computing, and Cybersecurity are on
the table.
- Unmanned
Systems: Following the 10th Joint Working Group meeting (Feb 24,
2026), there will likely be new protocols for countering the use of drones
and UAVs for terrorism.
2. Trade and Economy: The FTA Push
A major highlight of this visit is the formal resumption of Free
Trade Agreement (FTA) negotiations.
- FTA
Negotiations: The first round of talks for a new, balanced FTA began
on February 23, 2026, in New Delhi, specifically timed to coincide with
this visit.
- Diversification:
While trade is currently dominated by diamonds and chemicals ($3.62
billion in FY 2024-25), the visit aims to pivot toward electronics,
medical devices, and high-tech manufacturing.
- Strategic
Investments: Building on the Adani Group’s acquisition of the Haifa
Port, further "infrastructure-for-technology" deals are likely
to be explored.
3. Innovation and Technology: "I4F" and Beyond
The visit will place a heavy emphasis on the India-Israel
Industrial R&D and Innovation Fund (I4F).
- Joint
Start-up Ecosystem: An innovation event is planned where both leaders
will likely announce new grants for start-ups working on global
challenges.
- Science
& Tech: Agreements on semiconductor research and space exploration
(specifically satellite components) are expected to be signed.
4. Agriculture and Water Management: The
"Blue-Green" Economy
Israel’s expertise in "making the desert bloom"
continues to be a primary area of interest for India’s food security.
- Centres
of Excellence (CoE): Plans to expand the network of 43 existing CoEs
into new sectors like Fisheries and Aquaculture were signaled in
January 2026 and will likely be formalized.
- Water
Management: Scaling up Israeli drip-irrigation and desalination
technologies for Indian states facing water stress is a high priority.
5. Geopolitical and Regional Strategy
The visit occurs against a complex regional backdrop.
- I2U2
Integration: The leaders are expected to discuss the progress of the I2U2
Group (India, Israel, UAE, USA), particularly regarding food corridors
and renewable energy projects.
- Counter-Terrorism:
A joint statement is expected to reaffirm a "zero-tolerance"
policy, specifically referencing recent terror incidents in both nations
(Oct 7, 2023, in Israel and April 22, 2025, in Pahalgam, India).
Summary Table of Expected Outcomes
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|
Sector |
Likely
Outcome |
|
Political |
Formalization
of a "Special Strategic Partnership" and a historic Knesset
address. |
|
Trade |
Roadblock-clearing
for the Free Trade Agreement (FTA). |
|
Defence |
MoUs on
AI-driven security and joint production of advanced systems. |
|
Agriculture |
New Centres
of Excellence specifically for fisheries and "Blue Food"
security. |
|
Tech |
Launch
of the next phase of the India-Israel Innovation Fund (I4F). |
Would you like me to look into the specific details of the
proposed India-Israel Free Trade Agreement and which sectors stand to gain the
most?
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