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The rhetoric has outrun the mechanism. The Kazan declaration committed members to studying a cross-border settlement system and expanding local-currency trade — but stopped short of any common currency.
The split runs through the bloc. Russia and Iran, under sanctions, push hardest for alternatives to the dollar; India has publicly rejected de-dollarization as a goal, framing local-currency trade as risk management, not a dollar challenge.
The practical read: the trend is real but incremental — settlement plumbing and bilateral local-currency deals — not the currency union the headlines imply. The evidence is in the trade-settlement data, not the communiqués.
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