russiaoil

$BTC The global oil market is quietly shifting — and China is emerging as the biggest winner.
According to Bloomberg, prices for Russia’s flagship Urals crude have plunged to a historic discount, now trading at around $10 per barrel below Brent. Just months ago, the same barrels were commanding premiums. What changed? India stepped aside.

🇮🇳 Why India Pulled Back
After Western buyers exited Russian oil, Indian refiners rushed in, capitalizing on cheap supplies. But that surge didn’t last.
⚠️ U.S. sanctions targeting Lukoil and Rosneft cooled Indian demand
📉 Russian oil shipments to India fell to their lowest level in over 3 years
🛢️ Even though Reliance Industries made a recent purchase, overall appetite weakened
With India — the world’s third-largest oil importer — buying less, competition for Urals barrels dropped sharply.
🇨🇳 China Seizes the Opportunity
This vacuum opened the door for Chinese refiners.
Although Urals crude isn’t traditionally shipped to China (due to long distances from Russia’s western ports), the massive discount changed the math.
📊 Urals imports to China hit ~400,000 barrels/day in 2025 — a record high
🚢 Data from Kpler and Vortexa confirms the surge
🧮 Deep discounts outweigh higher transport costs
Meanwhile, China continues buying ESPO (VSTO) crude from Russia’s Far East — but Urals is now too cheap to ignore.
🌍 The Bigger Picture
This isn’t just about oil prices — it’s about power shifts in global energy flows.
Russia struggles with logistics and sanctions
India grows more cautious amid geopolitical pressure
China quietly strengthens its energy security at bargain prices
💭 In markets, hesitation creates opportunity — and China didn’t hesitate.
🔥 #OilMarket #RussiaOil #ChinaEnergy #Geopolitics #EnergyShift
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as the US and India lock horns over tariffs on Russian oil! Here's the shockwave hitting the markets and trade relations:
📈 US Unleashes Tariffs: President Trump has slapped a 25% tariff on Indian goods and an additional 25% levy on Russian oil purchases by India, totaling a whopping 50% duty! This aggressive move is sending ripples through bilateral trade.
💥 Trump's Rationale: Trump claims these tariffs will deliver a "big blow" to Russia's economy, citing India as a major buyer. Yet, he also dangles the prospect of normalizing US-Russia trade. A confusing signal for global markets!
🇮🇳 India's Outcry: New Delhi is calling the additional tariffs "unfortunate," highlighting the hypocrisy: the US and EU continue extensive trade with Russia, while Russian oil is a "vital national necessity" for India. Talk about a double standard!
escalate further! Trump is mulling tariff hikes up to 100% on countries buying Russian oil, including India and China, especially if the EU follows suit.
IMPLICATIONS YOU NEED TO WATCH:
Trade Tensions Soar: US-India trade relations are under immense pressure, with potential adverse effects on India's booming economy.
Trump's Tariff Tactics: This move underscores Trump's strategy of using tariffs as a blunt instrument to exert pressure on allies and adversaries alike.
Economic Ripple Effect: India might reduce Russian oil imports, but brace for higher energy costs and a significant impact on India's economic stability.
Stay tuned as this high-stakes geopolitical drama unfolds!
#GeoPoliticalTensions #IndiaEnergy #USTrade #RussiaOil #MarketWatch