库马尔称，印度不会考虑对俄罗斯石油实施禁运。他对《消息报》说："不，印度只会购买对自身最有利的东西……问题不在于是否应该禁运，这关乎国 家的安全、经济与能源利益，尤其是我国人民的能源需求。 因此，出于经济利益考虑，我们将继续购买贵国的石油。我国政府已明确表示，印度将采取一切措施维护自身国家利益，而保障14亿印度人的能源安全正 是国家利益所在。"库马尔表示，印度对任何"侵犯印度主权"的措施和行为都极为敏感。 市场讯息：8月20日（周三），美国商业原油库存下降，且美国对部分产油国制裁仍未取消，国际油价上涨。 NYMEX原油期货09合约63.21涨0.86美元/桶，环比+1.38%；ICE布油期货10合约66.84涨1.05美元/桶，环比+1.60%。中国INE原油期货2510合约跌3.1至482 元/桶，夜盘涨4.6至486.6元/桶。 据俄罗斯《消息报》网站8月21日报道，印度已经就俄罗斯能源问题做出了最终决定。印度驻俄罗斯大使维奈·库马尔向《消息报》表示，尽管面临美国的 压力，新德里仍将继续购买俄罗斯石油。8月21日，俄印两国外长将在莫斯科讨论加强战略伙伴关系事宜。 当地时间8月19日，美国财政部长贝森特（S ...

Group 1 - The core issue revolves around the U.S. imposing additional tariffs on Indian goods due to India's increased imports of Russian oil during the Ukraine conflict, which the U.S. deems unacceptable [1][2] - U.S. Treasury Secretary Scott Bessent highlighted that the share of Russian oil in India's total oil imports has surged to 42%, up from less than 1% before the conflict [1] - President Trump announced a 25% additional tariff on Indian goods, raising the total tariff level to 50%, effective August 28, as a punitive measure against India's actions [1][2] Group 2 - The U.S. government has not applied similar tariff measures against China, citing different circumstances, and emphasizing that China is not engaging in "arbitrage" like India [2] - The planned visit of U.S. trade representatives to India has been canceled, delaying trade agreement negotiations and solidifying the impending tariffs on India [2] - India's temporary removal of an 11% import tariff on cotton until September 30 is seen as a goodwill gesture towards the U.S. to address concerns over agricultural tariffs [2] Group 3 - The potential impact of U.S. tariffs on India's economy could be significant, with estimates suggesting a 60% drop in exports to the U.S. if the 50% tariff persists, risking nearly 1% of India's GDP [3] - If exemptions for pharmaceuticals and electronics are removed, export declines could reach up to 80%, indicating severe repercussions for these sectors [3] - Indian Prime Minister Modi has committed to protecting the economy amidst global uncertainties and advancing the "Make in India" initiative to enhance self-reliance [3] Group 4 - In response to U.S. tariffs, some of Modi's supporters are inciting anti-American sentiment, calling for boycotts of U.S. companies like McDonald's, Coca-Cola, Amazon, and Apple [4]