外媒:印度被美加税减少购买,中方用折扣价抢购千万桶俄油
Sou Hu Cai Jing·2025-08-23 08:31

Group 1 - The U.S. government has imposed a 25% tariff on India for purchasing Russian oil, raising the total tariff to 50%, significantly impacting India's energy strategy [1][3] - India, as the largest buyer of Russian seaborne oil, imported an average of 2.07 million barrels per day last month, accounting for one-third of Russia's oil exports [1] - In response to U.S. pressure, Indian state-owned oil companies have reduced or paused new orders for Russian oil since July, maintaining only existing contracts until September [3] Group 2 - With India stepping back, Chinese refineries have quickly increased their purchases of Russian oil, ordering over 10 million barrels of Urals crude in August, with delivery scheduled for October to November [5] - The price discount for Chinese purchases has improved to 7.5%, compared to the previous 5% discount enjoyed by India [5] - The strategic move to increase Russian oil imports is aimed at reducing costs, diversifying supply risks, and strengthening the strategic partnership between China and Russia [5][6] Group 3 - The potential for agreements between Russia and the U.S. or between India and the U.S. could impact Russian oil exports, necessitating a balanced approach to sourcing oil from Russia, the Middle East, and renewable energy [6] - The current situation allows China to support Russian energy exports while benefiting from lower prices, although market volatility may lead to future price increases for Urals crude [7]