莫迪硬刚特朗普，普京大手一挥再给7%折扣，印度坚决买俄石油

Core Insights - The global energy market is undergoing a significant transformation due to the complex interactions between India, the US, and Russia, particularly following India's decision to import Russian crude oil [1][15][18] - India's import of Russian oil has surged to an average of 2 million barrels per day, despite the US imposing a 25% additional tariff on Indian imports, raising the total tariff rate to 50% [1][3][12] - Russia has strategically reduced the price of its Ural crude oil to $61.75 per barrel, offering an additional 7% discount to India, making it an attractive option for Indian refineries [8][12] Group 1: India’s Energy Strategy - India has resumed its imports of Russian crude oil, with state-owned refiners like IOC and BPCL starting to procure Ural crude for September and October deliveries, restoring imports to 2 million barrels per day by late August [12][14] - The Indian government has publicly criticized the US tariffs as "unfair and baseless," indicating a strong stance to protect national interests [12][14] - India is projected to gain approximately $16 billion in additional profits from purchasing discounted Russian oil [12][14] Group 2: US Response and Implications - The US government, led by President Trump, has reacted to India's continued oil imports from Russia by imposing significant tariffs, aiming to penalize India for its energy stance [3][14] - The US Treasury Secretary has labeled India's actions as "arbitrage," emphasizing that such policies are unacceptable, which has led to a reassessment of US-India strategic relations [14][17] - The ongoing tariff conflict may jeopardize trade negotiations between the US and India, despite both countries having mutual interests in energy and technology [17][18] Group 3: Russia’s Strategic Positioning - Russia is leveraging significant price discounts to deepen energy cooperation with India, while also expanding its partnerships with other Asian markets like China, Turkey, and the UAE [8][15] - The share of Russian oil exports to Asia has increased dramatically, from less than 20% before the conflict to over 70%, indicating a shift in Russia's energy export strategy [17][18] - Russia's flexible energy export strategy includes creating a "shadow fleet" to navigate around Western sanctions, enhancing its position in the global energy market [8][15] Group 4: Geopolitical Dynamics - The energy triangle involving the US, India, and Russia highlights the emergence of a multipolar world, where even close allies like the US may struggle to exert influence over energy security and economic interests [15][18] - The EU has also responded to the situation by implementing sanctions against Russian oil companies operating in India, adding diplomatic pressure on India [17][18] - The evolving energy dynamics among these nations are likely to reshape global energy trade patterns and accelerate the formation of a multipolar world order [17][18]