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“印度国有炼油商暂停购买俄油,等待政府进一步指令”
Sou Hu Cai Jing· 2025-08-07 13:14
Core Viewpoint - Indian state-owned refineries are temporarily reducing purchases of Russian crude oil amid increased pressure from the Trump administration, awaiting further government directives [1][4] Group 1: Government and Policy Impact - The Indian government has not officially instructed refineries to stop purchasing Russian crude oil, indicating a potential conflict with U.S. policy [3][4] - The Indian oil ministry has not responded to requests for comments regarding the situation, reflecting uncertainty in the government's stance [3] - Trump's recent tariff increase on India, from 25% to 50%, is linked to India's energy purchases from Russia, raising concerns in the global oil market [1][4] Group 2: Market Reactions and Trends - The oil futures market has experienced increased volatility as traders assess potential supply disruptions and the ability of Russia to find alternative buyers if Indian refineries reduce purchases [1] - Brent crude prices have shown slight fluctuations, maintaining around $67 per barrel after a five-day decline [1] - Analysts suggest that while Indian refineries may not completely cease purchasing Russian Ural crude for the October loading period, any reduction in procurement could lead to a swift shift towards other oil sources, such as those from the U.S., Middle East, and Africa [5] Group 3: Industry Dynamics - Indian state-owned refineries are among the largest buyers of Russian Ural crude, with procurement typically arranged 1.5 to 2 months in advance to ensure stable supply [5] - The procurement decisions of Indian refineries are characterized as autonomous commercial choices, with long-term contracts complicating any immediate cessation of purchases [4][5] - The likelihood of India halting oil imports from Russia is considered very low, as the country values its trade relationships despite external pressures [4]