瞒天过海,俄国影子舰队硬扛19轮制裁,欧洲买家发现油还是俄国的
Sou Hu Cai Jing·2025-10-25 07:54

Group 1 - The EU's 19th round of sanctions against Russia includes a ban on liquefied natural gas and a significant reduction of the oil price cap to $47.6 per barrel, aimed at crippling Russian energy revenue [2] - Despite these sanctions, global oil prices rose by over 5.5%, indicating that the sanctions have not had the intended effect on the market [4] - Russia has established a "shadow fleet" of over 1,000 oil tankers to circumvent sanctions, frequently changing flags and falsifying shipping documents, making it difficult for the EU to enforce the sanctions effectively [6][8] Group 2 - In September 2025, Russia's oil exports increased by 2.76% month-on-month, reaching 7.44 million barrels per day, demonstrating the resilience of its supply chain [8] - Russia is redirecting its economic focus towards Asia, with coal exports increasing by 22% year-on-year in September 2025, and China becoming the largest importer [10] - The establishment of Russia's own payment system, SPFS, and the rise of the yuan in cross-border payments to 28% by March 2025, reflects a significant shift towards de-dollarization [12] Group 3 - The sanctions are causing economic strain in Europe, particularly for Eastern European countries that rely heavily on Russian energy, leading to calls for reconsideration of the sanctions [15] - The EU faces internal divisions over the handling of approximately €200 billion in frozen Russian assets, with concerns about potential legal and financial repercussions [17] - Russia's defense spending has surged to 36% of its federal budget in 2025, the highest since the Soviet Union's collapse, indicating a shift towards a wartime economy [19] Group 4 - Russia's military production capabilities have significantly increased, with missile production reaching 2,300 units annually, more than double that of the U.S., showcasing its mobilization strength [21] - The global economic impact of the sanctions has led to a 40% increase in energy costs and a 25% rise in food prices, pushing over 50 low-income countries into debt [21]