特朗普制裁重拳落地！次日中印国企便暂停采购俄油，俄能源出口遇急刹车

Core Viewpoint - The U.S. government has imposed significant sanctions on two major Russian oil companies, Rosneft and Lukoil, marking a pivotal shift in U.S.-Russia relations amid ongoing geopolitical tensions related to the Ukraine conflict [3][5][6]. Sanctions Overview - The sanctions include placing Rosneft and Lukoil, along with over thirty affiliated entities, on the Specially Designated Nationals List, which will freeze their overseas assets and prohibit U.S. citizens and entities from engaging in any business with them [4][5]. - The sanctions are a direct response to the stalled ceasefire negotiations between Russia and Ukraine, reflecting a more aggressive U.S. stance under the Trump administration [6]. Secondary Sanctions - A critical aspect of the sanctions is the "secondary sanctions" clause, which warns foreign financial institutions against engaging in significant transactions with the sanctioned Russian companies, potentially exposing them to U.S. retaliation [8]. India's Response - Following the announcement of sanctions, Indian state-owned refineries quickly initiated a review of their contracts with Russian suppliers, indicating a strong reaction to U.S. geopolitical pressure [10]. - Indian Oil, HPCL, BPCL, and MRPL, which control over 60% of India's refining capacity, have shifted their focus away from Russian oil towards Middle Eastern and West African sources [10][11]. India's Geopolitical Position - India's rapid response to U.S. sanctions highlights its precarious position between reliance on Russian energy supplies and the desire to maintain strong ties with the U.S. [11][12]. - Despite the pressure, India has not completely halted Russian oil imports, reducing its share to 25% while negotiating with the U.S. for the lifting of sanctions on Iranian and Venezuelan oil [12][14]. China's Strategy - In contrast to India's opportunistic approach, China has maintained a calm and strategic stance, continuing its energy cooperation with Russia without significant disruption [13][15]. - China's state-owned oil companies have adjusted their import strategies, reducing Russian oil orders by 15% while increasing pipeline imports, ensuring energy security amidst sanctions [13][14]. Economic Impact on Russia - The sanctions are expected to significantly impact Russia's economy, as the sanctioned companies account for nearly 50% of its oil exports, which are crucial for government revenue [15][16]. - The loss of India as a major buyer has increased Russia's dependency on China, enhancing China's bargaining power in energy negotiations [15][16]. Conclusion - The differing responses of India and China to U.S. sanctions reflect their respective economic strengths and strategic priorities, with India focusing on short-term gains and China demonstrating a long-term energy security strategy [14][16].