华盛顿传出“莫迪保证”，新德里小心平衡美俄，印度含糊回应“停购俄油”

Core Viewpoint - The potential cessation of India's purchase of Russian oil has raised significant international attention, with conflicting statements from U.S. President Trump and the Indian government regarding India's energy import policies [1][3][4]. Group 1: India's Energy Policy - India imports approximately one-third of its oil from Russia, and the Indian government emphasizes that maintaining consumer interests is paramount in its energy policy [1][4]. - The Indian Ministry of External Affairs stated that ensuring stable energy prices and supply security are key objectives, indicating a willingness to diversify energy sources [4][5]. - Despite U.S. pressure, India has not shown any official signs of halting Russian oil imports, with September data indicating that Russia remains India's largest crude oil supplier, accounting for about 34% of total imports [7][8]. Group 2: U.S. and Russian Responses - President Trump claimed that Prime Minister Modi assured him that India would stop purchasing Russian oil, but this assertion has been met with skepticism both domestically and internationally [3][6]. - Russian officials, including Deputy Prime Minister Novak, expressed confidence that India would continue to import Russian energy, highlighting the economic benefits of such cooperation [5][6]. - The U.S. has been applying pressure on India to cease Russian oil imports, which has led to a decline in India's exports to the U.S. due to increased tariffs [7][8]. Group 3: Market Implications - The ongoing situation has implications for global oil prices, with reports indicating that a shift away from Russian oil could lead to price increases and inflation concerns [7][8]. - India's strategic decision to increase imports of discounted Russian oil post-Ukraine conflict has saved the country approximately $17 billion, underscoring the economic importance of this relationship [8]. - The potential for India to pivot towards U.S. energy sources is noted, with discussions ongoing about expanding energy cooperation [4][8].