无视美国威胁，莫迪做出“炸裂”决定，印度下月将增加进口俄罗斯石油

Core Viewpoint - India plans to significantly increase its oil imports from Russia, doubling its procurement volume compared to August, which translates to an additional 150,000 to 300,000 barrels per day [3][4][5]. Group 1: Economic Implications - The increase in oil imports is driven by attractive pricing, with discounts on Urals crude oil expanding to $2 to $3 per barrel compared to Brent, up from $1.5 in August [5]. - Approximately 40% of India's oil demand is currently met by Russian supplies, highlighting India's position as the largest buyer in the global oil market [5][6]. - The geopolitical tensions and sanctions against Russia have created a unique opportunity for India to optimize its energy structure and support economic growth [5][8]. Group 2: Geopolitical Context - India's decision to ramp up oil imports from Russia serves as a direct counter to U.S. trade pressures, showcasing a strategic shift in its foreign policy [4][6]. - The move reflects India's desire to maintain a balanced diplomatic stance, avoiding significant angering of Western nations while strengthening ties with Moscow [6][8]. - The ongoing sanctions against Russia may inadvertently accelerate the "de-dollarization" of energy transactions, as Russia seeks to offer larger discounts to non-Western markets like India [7][8]. Group 3: Strategic Autonomy - The current geopolitical landscape provides emerging nations like India with a valuable opportunity to assert strategic autonomy in energy procurement [8]. - India's actions illustrate that in the realm of national interests, relationships are fluid, and decisions are driven by pragmatic considerations rather than ideological alignments [8].