Core Viewpoint - India has abruptly ceased purchasing oil from Russia due to U.S. pressure, while China has seized the opportunity to buy Russian oil at significantly lower prices, reflecting a strategic maneuver in the global energy market [1][4]. Group 1: India's Response - Under U.S. pressure, India has stopped importing Russian oil, which previously accounted for one-third of its total oil imports [1]. - Major Indian private and state-owned refineries, including Reliance Industries, have announced the cessation of Russian oil purchases due to potential high tariffs imposed by the U.S. [1][4]. Group 2: China's Strategy - China is capitalizing on the price advantage of Russian Ural crude oil, which is priced at approximately $35 per barrel, significantly lower than the international market price of $60 per barrel [3]. - The purchase not only meets China's refining needs but also enhances its strategic oil reserves, thereby bolstering energy security [3][6]. Group 3: Market Dynamics - Russia is eager to sell its oil to avoid the costs associated with prolonged shipping delays, and China is well-positioned to absorb these large orders [4]. - The contrasting procurement strategies of India and China highlight the complexities of the global energy market, where price competition intertwines with national energy strategies [6]. Group 4: Long-term Implications - The transaction strengthens China's position in the global energy market, showcasing its ability to respond flexibly to international pressures while ensuring energy security [6][8]. - China's approach is part of a broader strategy for energy diversification, which includes maintaining multiple supply channels and enhancing refining capabilities [6][8].
黄海惊现罕见场景,俄油轮排队待卸,印度退避,中国半价接盘
Sou Hu Cai Jing·2026-01-02 08:44