Russian Oil
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Beijing Turns Russian Crude Into an India Energy-Security Squeeze
Indian refiners expect Russian crude supply to tighten further in October and November as reduced Russian exports and stronger Chinese demand force them toward costlier substitutes. Kpler-cited September data show Russian crude still led India’s slate at about 1.74 million to 1.75 million barrels per day, but that was the lowest since April, while Iraq and Saudi Arabia volumes rose to offset part of the drop.
Published Sep 28, 2026
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Washington Turns Russian Oil Sanctions Into an India-China Tariff Lever
The U.S. House passed a sweeping Russia sanctions package in a 262-159 vote and sent it to President Donald Trump. The bill targets Russian officials, banks, sanctions-evasion networks and the shadow fleet, while authorizing duties on countries that buy Russian-origin crude oil or natural gas or facilitate evasion. India responded on September 17 that it would protect energy security, diversified sourcing, trade interests and the bilateral relationship.
Published Sep 17, 2026
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One System, Many Flags: Ukraine, Iran, North Korea and the Illusion of Separate Wars
The United States can arm Ukraine while temporarily easing pressure on Russian oil, convert stockpile transfers into new procurement, court North Korea while Pyongyang supplies Russia, and fight Iran while Russia and China-linked systems help Tehran. The contradictions resolve when the wars are mapped as one connected system of energy, munitions, intelligence, shipping, sanctions and leverage.
Published Aug 22, 2026