印度拒收俄罗斯原油后，多艘俄油轮在黄海排起长队，对中国赔钱清仓大甩卖？

Group 1 - India's recent decision to stop importing Russian crude oil has drawn significant international attention, marking a shift in the energy landscape and posing new challenges for Russia's energy strategy [1][3] - The Indian refiners' change in stance is attributed to increased compliance, financial, and secondary sanction risks due to heightened U.S. sanctions against Russia, leading to a reassessment of risk versus reward [3] - Russia's response to India's decision has been to pivot its sales strategy towards China, offering discounts of up to $35 per barrel, which is a historical high, indicating the urgency of the situation for Russia [1][3] Group 2 - Russia's oil and gas revenues have decreased by 34% year-on-year, highlighting the financial strain and the necessity to maintain cash flow amidst the current economic conditions [3] - The breakeven price for Urals crude oil is typically between $41 and $46 per barrel, and selling below this range not only results in losses but also impacts Russia's long-term energy strategy [3] - China's ability to acquire Russian crude at low prices does not equate to a straightforward benefit, as most Chinese refineries are not interested in high-sulfur heavy crude without significant discounts [5] Group 3 - The evolving dynamics of the Russia-India relationship suggest that China's influence in energy cooperation with Russia may increase, reflecting the complexities of international energy relations [7] - While China can currently leverage Russian resources, the long-term dependency on Russian energy remains a critical question, especially in light of the shifting geopolitical landscape [7] - Russia's need for a stable and diversified export system is underscored by the current geopolitical tensions, particularly in the context of U.S.-China relations [5][7]