莫迪不敢买，中国趁机拿下千万桶俄油？价格还打了折

Core Insights - A strategic business transaction has occurred in the international energy market, where Chinese refineries have secured 10 million barrels of Russian Urals crude oil originally intended for India at a significant discount, saving up to $10 million [1][3]. Group 1: Market Dynamics - India's imports of Russian crude oil have plummeted from an average of 2.07 million barrels per day to less than 400,000 barrels per day due to a 25% secondary tariff imposed by the U.S. on August 6, 2025 [1][5]. - The European Union's sanctions have further restricted India's ability to profit from purchasing Russian crude and selling refined products to Europe, leading to a halt in new procurement plans by Indian refiners [3][5]. Group 2: China's Strategic Position - Chinese traders and refineries have demonstrated keen commercial acumen by quickly negotiating the purchase of 15 tankers of Urals crude oil, totaling over 10 million barrels, for delivery in October and November [1][3]. - This is not the first instance of China taking over "abandoned orders" from India; similar situations occurred in 2023 and 2024 when India paused purchases due to U.S. sanctions [3]. Group 3: U.S. Response - The U.S. has adopted a different approach towards India and China regarding Russian oil purchases, imposing tariffs on India while showing restraint towards China, indicating that U.S. interests are better served by not escalating tensions with China [7]. - The U.S. Treasury has publicly stated that it will not impose tariffs on China for purchasing Russian oil, recognizing the potential benefits of China's actions in stabilizing global oil prices [7].