没官宣，印度炼油商已开始不买…

Group 1 - Indian refiners have paused the procurement of Russian oil to facilitate a trade agreement with the United States, although the Indian government has not officially announced this plan [1][2] - Major Indian state-owned and private refiners, including Indian Oil Corporation, Bharat Petroleum, and Reliance Industries, have stopped accepting offers for Russian oil shipments scheduled for March and April [1][2] - The Indian government maintains a vague stance on the cessation of Russian oil imports, emphasizing the need for energy supply diversification to ensure energy security [2] Group 2 - India's imports of Russian oil have significantly decreased from a peak in 2025, with December 2022 imports dropping to the lowest level in two years [5] - India plans to reduce its daily imports of Russian oil to below 1 million barrels by March, stabilizing at 500,000 to 600,000 barrels, down from 1.7 million barrels per day in 2025 [5] - Nayara Energy, a joint venture with Russia, is an exception as it relies entirely on Russian oil, but it has no plans to import Russian crude in April due to maintenance [5][6] Group 3 - The price difference between Russian oil and OPEC or US oil is approximately $16 per barrel, making it attractive for India, although the recent drop in oil prices has reduced this advantage [6] - The US government has indicated that it may reinstate a 25% punitive tariff on India if it continues to purchase Russian oil directly or indirectly [6] - If India ceases to buy Russian oil, China is expected to become the primary customer for Russian low-priced oil, with discounts offered to attract Chinese demand [6][7]