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印度被特朗普吓得停买俄油,俄罗斯转头打折卖给中国,这场能源生意的枪声,比关税还响
Sou Hu Cai Jing·2025-08-17 12:59

Group 1 - The core issue revolves around India's significant reduction in Russian oil imports following Trump's threats and tariffs, leading to a shift in energy supply dynamics towards China [2][3] - Russia is redirecting its oil exports to China, offering additional discounts, making the oil prices extremely competitive at around $64 to $66 per barrel, with an extra $1 discount [2][3] - The geopolitical landscape is shifting, with India potentially losing its position as a primary buyer of Russian oil, while China is poised to benefit from a stable and cheaper energy source [3][4] Group 2 - The implications of cheaper Russian oil for China include reduced costs for gasoline, chemical raw materials, and plastic exports, which can stabilize consumer prices and corporate expenses [3] - The potential for a new energy supply route to China could solidify its position in the global energy market, making it less reliant on any single supplier [3][4] - The situation remains fluid, with the possibility of India re-engaging with Russian oil if U.S.-India negotiations succeed, but the established channel to China may prove difficult to dismantle [4]