美欧围剿俄石油！二级制裁悬顶，中印两难，山东日照港已先受冲击

Core Viewpoint - The article discusses the impact of new sanctions imposed by the US, EU, and UK on Russian oil companies Rosneft and Lukoil, aiming to cut off Russia's oil revenue while maintaining global energy market stability [1][3]. Group 1: Sanctions and Their Immediate Effects - The sanctions require all transactions with Rosneft and Lukoil to be completed by November 21, indicating that any future dealings may risk severing ties with Western financial systems [3]. - Russia produces over 9.5 million barrels of oil daily, accounting for about 10% of global supply, making energy export revenue crucial for its war funding [3]. - Following the announcement, international oil prices surged, with Brent crude rising nearly 5% to over $64 per barrel and WTI also increasing by 5% to around $61 [3]. Group 2: Global Trade Implications - The sanctions are expected to significantly disrupt global oil trade dynamics, particularly affecting countries like China and India that heavily rely on Russian oil [4][5]. - India imports over 36% of its crude oil from Russia, and industry executives indicate that continued Russian oil imports will become nearly impossible due to the new sanctions [6]. - China sourced about 20% of its crude oil imports from Russia in the first nine months of the year, averaging around 2 million barrels per day [8]. Group 3: Challenges for China and India - India faces a dilemma: complying with sanctions could lead to higher energy costs, while continuing trade with Russia risks exclusion from global commodity markets [10]. - China's situation is complicated by its reliance on long-term pipeline contracts and port trade, with recent sanctions affecting its major oil receiving ports [9][10]. - Both countries may need to rethink their energy import strategies, as finding alternative sources on such a large scale is challenging [10]. Group 4: Broader Energy Market Repercussions - The EU's decision to ban Russian LNG imports by 2027 and restrict "ghost fleets" indicates a comprehensive approach to limiting Russian energy revenue [12]. - The sanctions may accelerate a restructuring of global energy trade, pushing Russia to seek new partnerships with non-Western countries [12]. - The situation highlights the need for China and India to enhance their energy security and diversify import sources while developing independent financial infrastructures [12][13].