就要买！8月，印度石油进口减少4%，但从俄罗斯购买量却增长5.6%

Core Viewpoint - India's purchase of low-cost Russian energy is crucial for its economic development, and no country can obstruct this process. India has adhered to all international rules and played a key role in preventing a surge in international oil prices following the outbreak of the Ukraine war [1][3]. Group 1: Energy Strategy - Despite an overall decline in oil imports by 4% in August, India has increased its procurement of Russian crude oil, reaching over 1.6 million barrels per day, a year-on-year increase of 5.6%, marking a historical high [4]. - The share of Russian oil in India's total oil imports rose from 33% to 37% in August, indicating a pragmatic shift in India's energy strategy [4]. - The proportion of Russian crude oil in India's imports is approaching 40%, meaning nearly four out of every ten barrels imported by India come from Russia [4]. Group 2: Economic Calculations - The decline in total oil imports coincides with a significant increase in Russian oil purchases, reflecting India's precise calculations regarding national economic interests [7]. - India's Finance Minister stated that decisions regarding oil procurement will be based on what best suits the country's needs, emphasizing that crude oil constitutes the largest share of India's import expenditure [7]. - The sharp increase in Russian oil imports from less than 1% before the conflict to nearly 40% now positions India as the largest maritime buyer of Russian crude oil [7]. Group 3: International Relations and Reactions - India's strategic shift has provoked a strong reaction from the United States, which has imposed a 25% punitive tariff on India, accusing it of acting as a "money laundering channel" for the Kremlin [8][10]. - Indian officials have defended their actions, asserting that all transactions are conducted through legal channels and contribute to market stability [10]. - India's leaders have expressed dissatisfaction with the sanctions but are preparing to mitigate their impact through reforms and support measures for affected businesses [10]. Group 4: Future Outlook - As winter energy demand peaks, India's reliance on Russian crude oil is expected to continue, reflecting the growing autonomy and voice of emerging market countries in international affairs [11].