莫迪不敢做的事中国做，大批俄罗斯石油运往东方，特朗普也没办法

Core Viewpoint - China's rapid acquisition of Russian oil amidst India's declining imports highlights a shift in energy dynamics, with China capitalizing on favorable pricing and securing energy supply [1][2][4]. Group 1: China's Actions - Chinese refineries have purchased up to 15 batches of Russian crude oil this month, with each batch containing between 700,000 to 1,000,000 barrels, totaling around 10 million barrels [2]. - The acquisition of Russian oil is viewed as a normal commercial activity by China, aimed at ensuring energy security and aligning with its stance against unilateral Western sanctions on Russia [2][5]. - China's actions are seen as a strategic move to strengthen energy cooperation with Russia, reinforcing its role as a stable partner [5][11]. Group 2: India's Situation - India's state-owned refineries have reduced their purchases of Russian oil due to pressure from the Trump administration, which threatened secondary sanctions over India's procurement of Russian oil [4]. - The narrowing discounts on Russian oil prices have forced Indian refiners to reconsider their purchasing strategies, leading to a shift towards international spot market transactions [5]. - India's hesitance has created an opportunity for China to increase its imports of Russian oil, effectively lowering costs and securing supply [5]. Group 3: U.S. Perspective - The Trump administration's stance on Chinese and Indian oil imports has shifted, with U.S. Treasury Secretary acknowledging a fundamental difference between the two countries' purchasing behaviors [7][9]. - The U.S. views India's recent surge in Russian oil imports as speculative and potentially punishable, while China's consistent purchasing pattern is seen as stable and predictable [7][9]. - The U.S. is currently less inclined to impose sanctions on China regarding Russian oil imports, as it does not want to jeopardize ongoing negotiations with China [9]. Group 4: Long-term Energy Strategy - China is committed to a diversified energy import strategy to mitigate risks associated with over-reliance on any single source [11]. - The country is actively deepening cooperation with traditional energy regions and exploring new projects in Africa and South America, while also advancing international collaboration in renewable energy [11].