Core Viewpoint - The U.S. has imposed a 50% tariff on Indian goods, prompting India to increase its oil imports from Russia by 10% to 20% in September, equating to an additional 150,000 to 300,000 barrels per day [1][6]. Group 1: U.S.-India Trade Relations - The U.S. aimed to deter countries from engaging in energy trade with Russia by imposing heavy tariffs on India, which included a 25% base tax followed by an additional 25% due to India's oil imports from Russia [1][5]. - Despite U.S. pressure, Indian Prime Minister Modi ignored multiple calls from Trump urging concessions, signaling a strong stance against U.S. demands [3][5]. Group 2: India's Response and Strategy - India is not only maintaining but also increasing its oil imports from Russia, with current daily imports at 1.5 million barrels, expected to rise to 1.7 to 1.8 million barrels in September [6]. - The Indian government is taking measures to protect local interests, including suspending certain import tariffs and accelerating trade negotiations with other countries to reduce reliance on the U.S. market [3][5]. Group 3: Geopolitical Implications - India's actions reflect a strategic calculation, recognizing its importance in the U.S. global energy strategy while prioritizing its national interests over U.S. pressures [5][6]. - The Indian government has publicly stated that it will not sacrifice its own interests for U.S. benefits, emphasizing the cost-effectiveness and stable supply of Russian oil [5][8]. Group 4: Market Dynamics - Russian oil constitutes about 40% of India's total crude imports, making India the largest buyer of Russian seaborne oil, which significantly boosts the profitability of Indian refineries [6]. - Analysts suggest that unless a global ban is implemented, Russian oil will remain entrenched in the Indian market, with potential price spikes if India reduces its purchases [6][8].
特朗普等来了一个坏消息,莫迪做出的决定,直接让他破防了:印度将继续购买!
Sou Hu Cai Jing·2025-08-30 04:25