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俄罗斯欲以折扣价向中国推销印度减少采购的石油
Sou Hu Cai Jing·2025-08-18 22:53

Group 1 - The core viewpoint of the articles highlights the shifting dynamics in the international energy market, particularly the changes in oil trade between Russia, India, and China, with India reducing immediate purchases of Russian Ural oil and Russia seeking to redirect this oil to China at a discount [1][2]. - India has significantly increased its oil imports from Russia since 2022, with daily imports rising to 1.75 million barrels, making Russia the largest oil supplier to India, accounting for over 35% of India's total oil imports [1]. - Ural oil, favored by India, is a blend of heavy high-sulfur and light low-sulfur crude, which, despite higher refining costs and complex processes, remains competitive in the Indian market due to its price advantage and discounts from Russia [1]. Group 2 - China, as one of the largest crude oil importers globally, emphasizes a diversified energy supply strategy, with over 70% dependency on external sources, and ESPO blend crude oil constitutes over 60% of its imports from Russia [2]. - ESPO blend crude, produced in Russia's Far East, is favored by Chinese refiners due to its low sulfur and medium-light characteristics, which align well with the equipment used in Chinese refineries, and the procurement volume for 2024 has reached 80 million tons [2]. - Despite Russia's willingness to sell Ural oil at discounted prices, Chinese refiners remain cautious in their selection of crude oil types, considering factors such as cost and equipment compatibility, as Ural oil's refining process is less compatible with existing Chinese refinery setups compared to Middle Eastern oil and ESPO blend crude [2]. Group 3 - The energy trade between China and Russia is based on principles of equality, mutual benefit, and win-win cooperation, unaffected by any third-party interference [4]. - China maintains an independent and autonomous approach to its energy strategy, making decisions based on its own needs and interests to ensure the security and stability of its energy supply [4].