印度不咋买了，“俄油超低价运往中国”

Core Insights - The demand for Russian Urals crude oil from Indian processors has decreased, leading to a significant drop in prices, which are now at a historical low compared to Brent crude [1] - Russian crude oil exports have recently fallen to their lowest levels since August of the previous year, primarily due to increasing difficulties in delivering oil to India [1] - India's crude oil imports have reached a three-year low, indicating a notable decline in its willingness to purchase Russian oil amid U.S. sanctions [1] Group 1 - The price of Urals crude oil is currently about $10 per barrel lower than Brent crude futures, a stark contrast to a premium of $1 per barrel over Brent in August of the previous year [1] - The floating storage of Urals crude oil has surged to over 13 million barrels, the highest level in at least a decade, with significant quantities stored in the Arabian Sea and the Singapore Strait [2] - China's imports of Urals crude oil have risen to approximately 400,000 barrels per day, marking a historical high, as Russian sellers have significantly lowered prices to attract buyers [5] Group 2 - India's ranking among Russian fossil fuel buyers has dropped to third place, with Turkey surpassing it as the second-largest buyer [6] - Despite the decline in imports, four of India's seven major refineries still rely on Russian crude, indicating that there remains some demand in the market [6] - New companies have emerged in Russia to facilitate crude oil exports, potentially acting as intermediaries between Russian oil giants and refineries in countries like India [7]