美国500%关税施压！印度66%俄油进口遭砍，160亿转卖生意凉了

Core Viewpoint - Reliance on Russian oil by Reliance Industries has been halted due to pressure from the Trump administration, impacting global energy markets and highlighting the complexities of geopolitical power dynamics [1][3]. Group 1: Impact on Reliance Industries - Reliance Industries has been a significant player in purchasing Russian oil, which constituted 42% of its imports, generating a net profit of $16 billion from resale [4]. - The decision to stop importing Russian oil will lead to a 66% reduction in India's overall imports of Russian crude, marking the end of India's role as an energy transit hub [7]. - The company is now shifting its procurement to Gulf producers like Saudi Arabia and the UAE, which will increase operational costs and potentially affect its competitiveness in the international market [12]. Group 2: U.S. Pressure and Strategic Implications - The U.S. has implemented a series of strong measures, including threatening punitive tariffs of up to 500% on Indian exports if it does not change its stance on Russian oil [4]. - The U.S. aims to reshape global energy flows by pressuring major oil buyers like India and China to cease purchases from Russia, reflecting a broader strategic ambition [6]. - India's decision to halt Russian oil imports may open avenues for improved trade negotiations with the U.S., potentially benefiting sectors like technology and manufacturing [9]. Group 3: Broader Market Reactions - The halt in Russian oil imports by Reliance has caused disruptions in Russian oil transportation, with tankers being delayed due to compliance checks [11]. - The EU has announced plans to ban imports of diesel and gasoline containing Russian materials by 2026, further straining Russia's energy revenue [11]. - The global energy supply chain is likely to undergo restructuring, with Europe seeking alternatives to Russian energy and the U.S. expanding its shale oil exports [12].