俄油锚定人民币，贸易转向亚洲市场，挑战美元霸权

Core Viewpoint - The sudden shift in payment methods for Russian oil, requiring transactions in RMB, has caused significant disruptions in the Indian oil market, leading to increased costs and operational challenges for local refiners and consumers [1][3][5]. Group 1: Impact on Oil Prices - The price of oil has surged dramatically, with reports of consumers feeling the pinch as costs rise sharply due to the new payment requirements [1][7]. - Indian refiners, previously benefiting from low-cost Russian oil, are now facing increased expenses, with estimates suggesting an additional expenditure of $17 billion compared to the previous year [7][11]. Group 2: Payment Method Changes - Russian oil suppliers have mandated payments in RMB, leading to a significant shift away from previous currencies like USD and INR, causing confusion and frustration among traders and refiners [3][5][9]. - The transition to RMB has resulted in logistical challenges, with refiners needing to navigate additional currency exchanges, increasing transaction costs [7][11]. Group 3: Market Reactions - The oil market has become increasingly volatile, with traders closely monitoring RMB exchange rates, leading to a sense of uncertainty and speculation among industry players [9][11]. - Consumers are expressing dissatisfaction and humorously lamenting the rising oil prices on social media, indicating a broader public concern about the affordability of fuel [13][15]. Group 4: Regulatory and Policy Responses - Indian authorities have attempted to manage the situation through proposed regulatory changes, but the effectiveness of these measures remains questionable as market dynamics continue to evolve [11][15]. - The push for INR internationalization has faced setbacks, as banks are reluctant to engage in USD transactions, further complicating the oil import landscape [7][11].