敏感时刻，印度大举进口俄石油

Core Insights - India is increasing its oil imports from Russia due to rising energy demand, with an average daily import of approximately 1.8 million barrels in the first half of October, which is an increase of about 250,000 barrels compared to September [1] - Russian oil remains crucial to India's energy structure, accounting for about 34% of total imports, driven by attractive discounts of up to $5 per barrel and high margins on Urals and other oil varieties [1] - India is diversifying its oil supply sources to enhance energy security and supply flexibility, although the import of U.S. energy is limited to about 400,000 to 500,000 barrels per day due to logistical challenges and compatibility issues with Indian refining processes [1] Group 1 - India is the world's largest oil importer, with a projected growth of 2.3% in oil imports in 2024, reaching 240 million tons [2] - The U.S. has imposed a 50% import tariff on Indian goods and services, citing India's purchase of Russian oil as the reason, which India’s Ministry of External Affairs has deemed unfair [2] - There are conflicting reports regarding India's commitment to stop purchasing Russian oil, with the Indian Ministry of External Affairs denying any recent communication between Prime Minister Modi and President Trump on this matter [2]