美制裁俄石油反遭“打脸”，欧佩克 八国联手，特朗普成国际笑话

Core Viewpoint - The recent sanctions imposed by the Trump administration on Russian oil companies, including Lukoil, have been undermined by OPEC's decisions to increase oil supply and stabilize prices, revealing the ineffectiveness of U.S. strategies against Russia's energy sector [1][3][5]. Group 1: OPEC's Response - OPEC, led by Saudi Arabia and Russia, announced an increase in oil supply by 137,000 barrels per day starting in December, countering U.S. sanctions [1][3]. - The decision to halt monthly production increases from January to March 2026 indicates a strategic move to maintain oil price stability during a typically low-demand season [5][14]. - OPEC's actions demonstrate that the global energy supply narrative remains under the control of oil-producing nations, challenging U.S. influence [3][5]. Group 2: Russia's Economic Resilience - Despite 19 rounds of U.S. sanctions over the past four years, Russia's oil and gas export revenue is projected to reach $182 billion in 2024, indicating a lack of significant impact from these sanctions [1][3]. - Russia has successfully diversified its oil buyers, with China and India purchasing over 65% of Russian oil in the first three quarters of 2025, mitigating the effects of U.S. sanctions [3][5]. - The shift towards de-dollarization in oil transactions has further weakened the U.S. dollar's dominance in global energy markets [3][20]. Group 3: OPEC's Strategic Alliance - The partnership between OPEC and Russia has evolved into a mutual benefit system, with both parties relying on each other to stabilize oil prices and counter U.S. dominance [7][12]. - OPEC's collective strength has diminished U.S. leverage, as the organization can coordinate production cuts without fear of U.S. retaliation, which could lead to global oil price instability [14][19]. - The ongoing Russia-Ukraine conflict has reinforced the necessity for OPEC countries to support Russia, as they recognize its resilience against U.S. pressure [16][19]. Group 4: Implications for Global Energy Markets - The collaboration among OPEC nations is shifting the international order towards a multipolar structure, reducing reliance on U.S.-led energy frameworks [19][20]. - As energy trade moves away from dollar-denominated transactions, the effectiveness of U.S. sanctions is further diminished, reflecting a growing rejection of U.S. imposed rules [20].