石油博弈

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美军,突然撤离!特朗普,又要挥舞关税大棒?
Zheng Quan Shi Bao Wang· 2025-08-06 00:07
Military Movements - The U.S. military has confirmed the withdrawal from three military bases in Syria and Iraq, which have supported operations against ISIS for years [3][4] - The withdrawal includes the "Green Village" support base and the Euphrates military support base, with personnel either relocating to other bases or returning to the U.S. [3] - The U.S. plans to dismantle and remove infrastructure from these bases or transfer them to the Syrian Democratic Forces [3] Nuclear Submarine Deployment - President Trump announced the deployment of two U.S. nuclear submarines to a necessary area in response to threats from Russia [5] - Russian officials have cautioned against nuclear rhetoric, emphasizing the need for extreme caution in discussions involving nuclear issues [5] Oil Trade Tensions - President Trump indicated plans to significantly increase tariffs on Indian goods due to India's continued purchase of Russian oil [2][7] - India's oil imports from Russia have surged, with daily imports rising from 68,000 barrels in January 2022 to 1.15 million barrels by June 2022, and peaking at 2.15 million barrels in May 2023 [7] - The U.S. and India have been engaged in trade negotiations, with India resisting U.S. demands for tariff concessions on agricultural and dairy products [8]
特朗普威胁失效?印度硬刚美国:俄罗斯石油照买不误!莫迪到底在赌什么?
Sou Hu Cai Jing· 2025-08-04 03:57
Core Viewpoint - The article discusses the escalating tension between the United States and India regarding India's continued purchase of Russian oil, highlighting India's defiance against U.S. threats of sanctions and tariffs [1][3]. Group 1: U.S. Pressure on India - On July 31, President Trump warned India that continued purchases of Russian oil would lead to "secondary sanctions" and a potential 35% tariff increase [3]. - India has become the largest buyer of Russian oil, importing 1.75 million barrels per day by 2025, which constitutes 35% of its total oil imports [3]. - India's response to Trump's threats was immediate, reaffirming its commitment to Russian oil contracts, which have been signed for years [3]. Group 2: India's Strategic Response - The Modi government is implementing a multi-faceted strategy to counter U.S. pressure, including promoting "Make in India" initiatives to reduce import dependency [5]. - India is diversifying its energy partnerships with the Middle East and Africa while continuing to purchase Russian oil [5]. - A significant move includes settling Russian oil trades in rupees, circumventing U.S. dollar sanctions [5]. Group 3: Economic Justifications - The discounted price of Russian oil saves India over $20 billion annually, alleviating inflationary pressures [9]. - India can also profit from refining Russian oil and selling it to Europe, potentially earning $60 per barrel in profit [9]. - Long-term contracts with Russia pose high penalties for non-compliance, making it economically unfeasible for India to halt purchases [9]. Group 4: Historical and Geopolitical Context - India has a long-standing relationship with Russia, relying on it for 70% of its military supplies since the Cold War [10]. - The depth of military cooperation between Modi and Putin, evidenced by over 50 meetings, strengthens India's position against U.S. sanctions [10]. - The geopolitical landscape suggests that the U.S. needs India as a counterbalance to China, making it less likely for the U.S. to abandon India [11].