印度拒收俄原油，俄万吨巨轮纷纷扑向中国，低价甩卖，油价要跌？

Group 1 - The core viewpoint of the article highlights the significant shift in the global oil market dynamics, particularly focusing on India's sudden withdrawal from purchasing Russian oil, which has led to a drastic drop in demand for Russian crude oil [1] - Following the U.S. sanctions on Russian oil, India has become the largest buyer of Russian oil, but the situation has changed rapidly, with Indian imports ceasing, resulting in a massive influx of Russian oil tankers heading towards China [1][3] - The price of Russian Urals crude oil has plummeted to below $30 per barrel, which is significantly lower than Russia's fiscal budget requirements, indicating a severe financial strain on Moscow as oil and gas revenues have dropped by 21% in the first 11 months [1] Group 2 - China has adopted a strategic and cautious approach in its oil procurement, reducing imports from Russia by 36% while increasing purchases from Saudi Arabia, signaling a diversified sourcing strategy [3] - The article emphasizes that domestic oil prices in China are not expected to plummet despite the influx of cheap Russian oil, as prices are linked to a basket of international prices and are influenced by various costs beyond crude oil [5] - The essence of the energy market dynamics is characterized by India's exit, Russia's urgent need to sell oil, and China's steady control over its energy strategy, indicating that oil price fluctuations will be determined by China's decisions rather than merely by the availability of discounted Russian oil [5]