印度停购俄油！美施压促转向中东

Core Insights - Indian state-owned oil companies have recently suspended the import of Russian crude oil through conventional procurement channels due to a significant narrowing of price discounts and the impact of escalating U.S. sanctions against Russia [1][2] Group 1: Industry Impact - As the world's third-largest crude oil importer and the largest buyer of Russian seaborne crude, India's supply adjustments will have a significant impact on the international energy market [1] - The state-owned refining sector accounts for over 60% of India's total refining capacity, making its strategic shift a key indicator for the industry [2] Group 2: Company Actions - Major state-owned refiners such as Indian Oil Corporation, Hindustan Petroleum Corporation, Bharat Petroleum Corporation, and Mangalore Refinery and Petrochemicals have shifted to the spot market to seek alternative supply sources, primarily from the Middle East and West Africa [2][3] - Private refiners like Reliance Industries and Nayara Energy continue to maintain their purchases from Russia, highlighting a divergence in procurement strategies within the sector [3] Group 3: Regulatory Context - The backdrop for this supply chain adjustment includes new U.S. sanctions threats announced in mid-July, which propose a 100% tariff on countries continuing to purchase Russian crude unless a significant peace agreement is reached regarding the Ukraine situation [2][3] - This political pressure is reshaping the global energy trade landscape, prompting major importing countries to reassess their energy procurement strategies [3]