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特朗普耐心耗尽?关税重压中印买家,全球石油贸易链风声鹤唳
Sou Hu Cai Jing·2025-09-14 07:27

Group 1 - The U.S. and its allies are considering a structural upgrade in sanctions against Russia, focusing on asset freezes and tariffs on countries purchasing Russian oil [1][2][8] - Discussions have intensified regarding the legal mechanisms to utilize frozen Russian assets, estimated between $280 billion to $330 billion, to support Ukraine's defense and reconstruction [5][7][10] - The U.S. Treasury has proposed imposing secondary tariffs, potentially up to 100%, on countries that continue to import Russian oil, targeting major buyers like China and India [5][14][16] Group 2 - India has requested larger discounts on Russian oil to offset the impact of proposed tariffs, with discounts rising from a few dollars to nearly $10 per barrel [12][16] - The European Union is divided on the implementation of tariffs and asset utilization, with some members advocating for a swift exit from Russian energy imports while others emphasize the need for legal stability [12][22] - Legal challenges exist regarding the use of frozen assets, as international law protects sovereign assets from seizure, raising concerns about potential lawsuits and market trust [20][24] Group 3 - The U.S. aims to cut off funding sources for Russia's military by disrupting its oil revenue through tariffs and asset utilization [8][18] - The complexities of asset management and legal frameworks may delay the implementation of proposed policies, with ongoing discussions among G7 and EU members [24] - The potential for market volatility exists if frozen assets are liquidated, as many are held in stocks or government bonds [24]