特朗普威胁125%关税后，莫迪一锤定音，下令停止购买俄罗斯石油？

Core Viewpoint - Indian oil companies have completely halted purchases of Russian oil following the tariff threats from Trump, indicating a significant shift in India's energy sourcing strategy [4][6]. Group 1: Impact of Trump's Tariff Threats - The Indian government had already prepared for the potential impact of Trump's tariff threats by instructing state-owned refineries to develop plans to stop using Russian oil [6]. - Indian refiners have reached out to suppliers in the Middle East and Africa to compensate for the loss of Russian oil, demonstrating a proactive approach to mitigate supply disruptions [6]. Group 2: Russia's Anticipation and Response - Russia had anticipated India's shift away from its oil, leading to a reduction in discounts offered to India months prior, which contributed to India's decision to stop purchasing Russian oil [9]. - Despite halting oil purchases, India plans to procure 42 Su-57 aircraft from Russia, indicating a complex relationship where India seeks to balance its defense needs while managing diplomatic ties with Russia [9]. Group 3: Domestic Political Reactions - Modi faced significant domestic criticism following Trump's actions, with opposition leaders mocking his handling of the situation and questioning his leadership [11]. - The political atmosphere in India has become tense, with Modi's silence in the face of criticism highlighting the challenges he faces from both international pressures and domestic opposition [15]. Group 4: Broader Geopolitical Implications - Trump's actions are seen as a broader strategy to undermine the BRICS nations, with Modi being a key target due to India's unique geopolitical position [15]. - The situation reflects India's precarious position, caught between the interests of the US, China, and Russia, complicating its foreign policy and energy strategies [15].