印度停购俄石油，背后竟藏着这样一场豪赌？

Core Viewpoint - Reliance Industries, a major Indian energy player, has announced a sudden halt in purchasing Russian crude oil, a significant shift given its previous heavy reliance on Russian oil imports, particularly in September when it accounted for nearly half of India's total imports [2][2]. Group 1: Company Actions - Reliance Industries previously imported 630,000 barrels of Russian oil in a single day in September, highlighting its substantial dependence on Russian crude [2]. - The company is now adjusting its operations to ensure compliance with U.S. sanctions against Russian oil companies, indicating a strategic pivot to avoid potential repercussions from the U.S. [2][2]. Group 2: Industry Implications - Other Indian state-owned refineries are also reviewing their operations to avoid sanctions, reflecting a broader industry concern regarding compliance and potential risks associated with Russian oil [2]. - The shift away from Russian oil is expected to increase costs as Indian refineries will need to source oil from the Middle East or other regions, which could lead to reduced profit margins for these refineries [2][2]. Group 3: Economic and Political Context - The halt in Russian oil imports may lead to increased fuel prices for consumers in India, as the cost of alternative oil sources rises [2]. - This decision could potentially improve U.S.-India relations, as halting Russian oil purchases has been a sticking point in trade negotiations between the two countries [2].