这场看似不对等的较量背后，是印度掐准了三大底牌：俄油每吨省89美元的年均节省额、对美国市场仅占GDP4.2%的低依赖度，以及全球南 方国家反双重标准的集体情绪。 "我们每进口三桶油，就有一桶来自俄罗斯。 这不是选择题，而是生存题。 一个月内，美国对印度连砍两刀关税，先因贸易协议谈不拢加征25%，再以"购买俄油加剧乌克兰冲突"为由追加25%，部分印度输美商品税率 飙至50%。 但印度不仅拒绝削减34%的俄油进口份额，反而加速与俄罗斯签署军购协议、推动金砖国家扩容，甚至让莫迪四次拒接特朗普电话。 当特朗普的关税大棒撞上莫迪的"战略自主"，一场重新定义新兴经济体与西方关系的博弈正在上演。 2025年7月31日，特朗普以"印度设置贸易壁垒"为由，对印度输美商品征收25%基础关税。 不到一周后的8月6日，美国再以"印度购买俄罗斯 石油"为名追加25%惩罚性关税，使印度成为美国税率最高的贸易伙伴之一。 两项关税精准打击印度对美出口的"命脉品类"，服装、宝石和汽车零部件，这些领域占印度对美出口总额的50%以上，涉及数百万就业岗 位。 印度外长苏杰生直接在公开场合点破美国的双重标准："欧盟的匈牙利长期进口俄油，德国2024年 ...

这种模糊地带的操作，背后不是冲动，而是一次精心计算后的试探。看起来像是背刺，但其实更像是一场明码标价的交易。 美国想让印度少买俄油，印度也没直接说不，只是话里话外都在传递一个意思：不是不配合，但得看看你能给我换来什么。 2025年刚过大半年，国际格局又开始出现新的波动。印度这次没有藏着掖着，把自己的算盘摆到了台面上——一边继续从俄罗斯买油，一边又对 美国释放"可以商量"的信号。 今年年初，美国财政部正式将对印度多类商品的关税上调至最高50%，范围涵盖农产品、化工、纺织等多个行业。这一下子把印度推到了"亚洲被美国关税 打得最狠"的位置。 印度方面很快做出回应，称美方做法"违背公平贸易精神"，并表示会采取必要手段维护本国利益。 其实这场贸易摩擦并非突然出现。过去几年，印度对美出口持续增长，而美国始终对印度维持较高的贸易逆差。 尤其是在特朗普重新上台后，美国的"贸易优先"政策再次抬头，关税成了直接施压的工具。而印度的立场也一直很明确：你加我关税，我就不会轻易在其他 领域配合你。 这股火药味在能源问题上愈发明显。俄罗斯原油是印度的一个大买卖。战争开始之前，印度从俄罗斯买油的比例可以忽略不计。 但从2022年以后，随着 ...

俄罗斯靠卖油撑家底，印度和中国又是主力客户，现在两边都在调整采买路数，俄罗斯的腰包自然就绷 紧了。 2025年这个年头，全球能源市场可真是一天一个样，风声水起的背后，全都是利益和风险的权衡。 最近，印度在进口俄罗斯石油这事上突然踩了刹车，中国这边也低调地动了几步棋。 一边是俄罗斯往外卖油越来越费劲，一边是大买家不再一味接盘，这种局面让国际油市的气氛变得比以 往更微妙。 但最近风向突然变了，印度几家大的炼油厂明显减少了俄罗斯原油的下单意愿。港口油轮排长队，保险 和运费也蹭蹭往上涨，大家都觉得这买卖做起来不再那么划算。 新一轮的能源角力，怎么看都少不了这三方的明争暗合。 印度出手收紧，折扣再大也挡不住压力 印度这两年在俄罗斯油气市场上是出了名的"拼单小能手"，谁价低买谁的，精打细算毫不手软。 其实印度的算盘打得很清楚，美国新一轮的制裁压力直接落到印度头上，买俄油不但多了风险，还影响 自身出口贸易。 印度政府权衡后，索性拉起一个工作小组，专门研究怎么"分散风险、减少依赖"。 这下俄罗斯的原油订单就不那么吃香了，印度反而开始多渠道采购，宁愿多花点钱，也要让能源安全更 保险。便宜不是万能的，特别是地缘政治一搅和，谁都不 ...

她指出，与俄罗斯大型能源公司，如俄罗斯石油公司和俄罗斯天然气工业石油公司的所有交易都将被禁止。 冯德莱恩说："我方对另外118艘影子船队船舶实施制裁，被列入欧盟制裁名单的船舶总数现已超过560艘。" 冯德莱恩表示，欧盟委员会提议对包括中国公司在内购买俄罗斯石油的第三国企业实施制裁。 【欧盟委员会主席冯德莱恩表示，欧盟在第19轮制裁中将俄罗斯原油的价格上限定在每桶47.6美元。】 冯德莱恩称："我们已将原油价格上限降至47.6美元。" 欧盟委员会官网发布了冯德莱恩视频讲话内容。 冯德莱恩表示，欧盟委员会希望完全禁止从俄罗斯进口液化天然气。 她还指出，欧盟委员会还提议对来自俄罗斯和第三国的45家公司实施制裁。 冯德莱恩补充道，欧盟委员会提议在第19轮制裁框架下利用俄罗斯被冻结资产来保障对乌克兰的贷款。 ...

欧盟委员会主席冯德莱恩发表声明，宣布提交第19轮对俄罗斯制裁措施 。 欧盟委员会主席冯德莱恩当地时间9月19日发表声明，宣布向成员国提交第1 9轮对俄罗斯制裁措施，主要涉及 能源 、金融等领域。 根据声明，欧盟将 禁止俄罗斯液化天然气进入欧洲市场，并将俄罗斯原油价格上限下调至每桶47 .6美元；俄罗斯石油贸易公司和俄气 石油公司将面临全面交易禁令 ；欧盟将扩大对俄罗斯等国银行的交易禁令，并首次将加密货币平台纳入制裁。 根据欧盟相关程序，新一轮制裁措施须经27个成员国一致同意后方可生效。 来源：新华社 End 欢迎分享给你的朋友！ 出品 | 中国能源报（c ne ne rgy） 编辑丨赵方婷 ...

Group 1 - The U.S. is attempting to include India's oil imports from Russia in bilateral trade negotiations, despite India's increasing imports to meet domestic demand [1] - A U.S. trade delegation led by Assistant Trade Representative Brendan Lynch raised this issue during a meeting with Indian representatives [1] - The discussions are unusual as they typically do not involve a country's relations with a third nation in bilateral trade talks [1] Group 2 - The Indian Ministry of Commerce has not commented on the matter, and the U.S. Trade Representative's office also declined to provide remarks [2] - Recent talks aimed to ease tensions following the U.S. imposing a 50% tariff on Indian goods, which is among the highest tariffs on Asian countries [2] - India is cautiously optimistic about reaching a trade agreement, especially after President Trump congratulated Prime Minister Modi on his birthday, indicating a potential thaw in relations [2] Group 3 - India requested the U.S. to remove an additional 25% tariff on Russian energy imports, which the Indian government deems "unfair and unreasonable" [2] - Indian refiners have no plans to reduce Russian oil imports as domestic fuel demand is expected to rise post-monsoon [2] - Both sides described the recent talks as "constructive," covering multiple aspects of the trade agreement and agreeing to intensify efforts to reach a deal [2][3] Group 4 - Previous commitments were made to finalize a bilateral trade agreement by fall, but negotiations have stalled due to both sides taking a hardline stance [3] - The U.S. is also seeking greater access to India's dairy and agricultural markets, which India is resistant to [3]

智通财经APP获悉，有媒体报道称，美国政府将敦促七国集团(G-7)的所盟友们共同对中国和印度等购买 俄罗斯石油的国家征收最高达100%的二级关税，以期彻底说服俄罗斯总统弗拉基米尔·普京结束其在乌 克兰境内的军事行动。 据媒体看到的一份美国政府内部提案，美国还将告知七国集团各国，应创建法律途径以没收被冻结的俄 罗斯主权资产，并考虑扣押或者动用这些资产的本金来资助乌克兰的军工与防务体系。有统计数据显 示，大约3000亿美元的莫斯科被冻结资产中，绝大多数在欧洲。 另据知情人士透露，美国高级官员已与欧洲同行们探讨逐步扣押俄罗斯被冻结的庞大资产的想法，以加 大对莫斯科方面的综合压力，促使其进入俄乌和平谈判。 目前，这些资产产生的一部分收益正被用来向乌克兰提供贷款。 有统计数据显示，印度现已成为亚洲地区购买俄罗斯原油的主要买家之一。来自所有俄罗斯港口的原油 出货四周移动均值显示，在俄罗斯与乌克兰战争开始之后，来自印度的采购日益激增。 在机构监测的上图船舶跟踪数据中，"亚洲去向不明"包括从俄罗斯西部港口驶向苏伊士运河的船只;"去 向不明"包括未显示明确目的地以及已将其货物转运给去向不明船只的运输船只。 关于特朗普政府提议七 ...

Core Viewpoint - Progress is being made on the trade deal between India and the EU, but the issue of Russian crude oil remains a significant sticking point [1][2]. Group 1: India's Position on Russian Crude Oil - India has been purchasing Russian crude oil within the global price cap set by Western nations, indicating compliance with international norms [3]. - As a major energy importer, India prioritizes competitive energy purchases to meet its fiscal balance and inflation needs, making it reluctant to reduce Russian crude oil imports [4]. - Despite international pressure, India is unlikely to significantly decrease its Russian crude oil purchases in the near future, although a slight reduction may occur [5]. Group 2: Implications for Trade Negotiations - The issue of Russian crude oil may not be a major point of contention in trade negotiations, as it is understood that India will maintain its purchases [5]. - However, the ratification of the trade deal in the European Parliament could face challenges if there is broader resistance related to the Russian crude oil issue [6]. - The outcome of these negotiations will depend on the extent of global trade disruptions at the time, but it is deemed unlikely that this will be a breaking point in negotiations [6][7].

（文章来源：第一财经） 据报道，日本内阁官房长官林芳正表示，将从周五起降低俄罗斯原油价格上限。 ...

Core Viewpoint - India's purchase of low-cost Russian energy is crucial for its economic development, and no country can obstruct this process. India has adhered to all international rules and played a key role in preventing a surge in international oil prices following the outbreak of the Ukraine war [1][3]. Group 1: Energy Strategy - Despite an overall decline in oil imports by 4% in August, India has increased its procurement of Russian crude oil, reaching over 1.6 million barrels per day, a year-on-year increase of 5.6%, marking a historical high [4]. - The share of Russian oil in India's total oil imports rose from 33% to 37% in August, indicating a pragmatic shift in India's energy strategy [4]. - The proportion of Russian crude oil in India's imports is approaching 40%, meaning nearly four out of every ten barrels imported by India come from Russia [4]. Group 2: Economic Calculations - The decline in total oil imports coincides with a significant increase in Russian oil purchases, reflecting India's precise calculations regarding national economic interests [7]. - India's Finance Minister stated that decisions regarding oil procurement will be based on what best suits the country's needs, emphasizing that crude oil constitutes the largest share of India's import expenditure [7]. - The sharp increase in Russian oil imports from less than 1% before the conflict to nearly 40% now positions India as the largest maritime buyer of Russian crude oil [7]. Group 3: International Relations and Reactions - India's strategic shift has provoked a strong reaction from the United States, which has imposed a 25% punitive tariff on India, accusing it of acting as a "money laundering channel" for the Kremlin [8][10]. - Indian officials have defended their actions, asserting that all transactions are conducted through legal channels and contribute to market stability [10]. - India's leaders have expressed dissatisfaction with the sanctions but are preparing to mitigate their impact through reforms and support measures for affected businesses [10]. Group 4: Future Outlook - As winter energy demand peaks, India's reliance on Russian crude oil is expected to continue, reflecting the growing autonomy and voice of emerging market countries in international affairs [11].