对印度征税“沉重打击俄经济”？美媒分析打脸特朗普

Core Insights - Russian oil transportation has seen a slight decline for the third consecutive week but remains within the normal range for the year, with an average of 3.11 million barrels per day as of August 10, down approximately 3% from the previous week [1] - The impact of U.S. tariffs on Russian oil transportation is expected to be minimal, especially ahead of the upcoming meeting between U.S. and Russian leaders [1][3] Group 1: Russian Oil Transportation Data - The average daily oil transportation from Russia was 3.11 million barrels, a decrease of 100,000 barrels from the previous four-week average [8] - For the week ending August 10, 30 tankers loaded 23.31 million barrels of Russian oil, an increase from the previous week's revised figure of 22.72 million barrels [8] - The total export revenue for Russian oil decreased by approximately $5 million, or 4%, to $1.38 billion for the week ending August 10 [8] Group 2: U.S. Tariffs and Indian Oil Imports - Trump claimed that the 50% tariff on oil imports from Russia imposed on India has significantly impacted the Russian economy, stating that it has caused substantial damage [3] - India is the third-largest oil importer globally, with Russian oil accounting for about 35% of its total supply, importing approximately 1.75 million barrels per day in the first half of the year, a 1% increase from the previous year [5] - Despite the U.S. tariffs, Indian state-owned refiners have temporarily reduced purchases of Russian oil, but the full impact will take weeks to assess [5][7] Group 3: Market Reactions and Future Outlook - The market does not currently anticipate significant disruptions to Russian oil exports, with most shipments heading to China and the potential for tariff removal before shipments arrive in India [7] - The average price of Urals crude oil from the Baltic and Black Seas fell by about $3 per barrel, while the ESPO crude price dropped by $4 per barrel [8] - The Russian presidential press secretary stated that U.S. attempts to force countries to cease trade with Russia are illegal, emphasizing the right of sovereign nations to choose their trade partners [10]