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特朗普喊停印俄油贸,莫迪反手连出两招,俄油照买、稀土不卖美国
Sou Hu Cai Jing· 2025-10-29 04:58
Group 1 - Trump's claim that Modi would stop buying Russian oil was contradicted by data showing a 12% increase in imports, with approximately 1.8 million barrels per day, accounting for nearly 40% of India's total imports [1][3] - The ongoing Russia-Ukraine conflict has led to European countries halting purchases of Russian oil, prompting Russia to significantly reduce prices by $10 to $15 per barrel, which provides substantial economic benefits to India [5] - India's largest refinery invested $5 billion to upgrade equipment, dedicating 20% of its capacity to refine Russian oil, crucial for supplying key electoral states [7] Group 2 - Modi's commitment to China was highlighted by India's rare earths agency stating that processed rare earths from China would be closely monitored to prevent them from reaching the U.S. [9] - India's reliance on China for rare earth processing is significant, with 90% of processed rare earths sourced from China, essential for electric vehicle batteries and chip manufacturing [11] - A three-year import agreement with China includes lower prices and the establishment of processing lines in India, emphasizing the importance of maintaining this supply chain for India's energy transition goals [12] Group 3 - Modi's actions reflect a "priority of interests" approach, securing Russian oil for energy security and making commitments to China for stable rare earth supplies, contrasting with Trump's "America First" policy [13] - The challenge for Trump lies in addressing India's stance, as continued pressure may reinforce India's resolve to act in its own interests, highlighting the importance of tangible benefits in decision-making [15]