印度国营炼油企业持续采购俄罗斯石油 与此同时印度政府正寻求美国的关税减免

Core Viewpoint - Despite the Indian government's efforts to seek exemptions from U.S. taxes on Russian oil purchases, state-owned refineries in India continue to buy Russian oil [2][6]. Group 1: U.S. Tax and Sanctions - The U.S. imposed a 25% "secondary" tax on Indian goods in August due to India's ongoing imports of Russian crude oil [2][6]. - In late November, the U.S. government sanctioned Russian companies, including Lukoil and Rosneft [2][6]. - U.S. Senator Lindsey Graham mentioned that India's ambassador requested President Trump to lift these taxes, arguing that India has reduced its Russian oil purchases [2][6]. Group 2: Indian Oil Demand and Imports - Analysts noted that while India's overall demand for Russian crude oil decreased in December, this decline was primarily due to Reliance Industries reducing its purchases [2][6]. - State-owned enterprises in India have offset some of the decline in Russian oil demand [2][6]. - Rystad Energy estimated that since November, India's daily imports of Russian crude oil have decreased by approximately 300,000 barrels, down to 1.7 million barrels [7]. - However, Rystad Energy expects a slight rebound in January, with daily imports projected to rise to 1.8 million barrels [7]. Group 3: Current Import Levels - In December, India's daily imports of Russian crude oil fell by 595,000 barrels, reaching 1.24 million barrels, the lowest level since December 2022 [8]. - Despite the overall decline, state-owned refineries are maintaining stable processing levels of Russian crude oil, driven by domestic fuel demand and economic efficiency [8].