EPISODE · Feb 6, 2026 · 50 MIN
S4E17 Why India Won’t Stop Buying Russian Oil | | Sanctions, Discounts, and Refining
from Emerging World Order 2025 · host Prateek Shukla
** Welcome To The Emerging World Order 2025 **Why will India not durably stop buying Russian oil—even under U.S. pressure and political headlines? This episode breaks the issue into hard incentives: delivered price advantage at scale, refinery fit and switching penalties, competitive lock-in if India steps back, India’s “Big Game” (buy discounted crude → sell benchmark-priced products), and the strategic autonomy layer—including Arctic optionality and corridor diversification. No slogans—just the mechanisms that make this relationship structural.**Chapters:**00:00 Intro — Why this is structural, not tactical01:10 Chapter 1 — Cheapest Large-Volume Oil Available05:40 Chapter 2 — Indian Refineries Are Configured for This Crude10:50 Chapter 3 — Fear of Losing Market to Someone Else15:30 Chapter 4 — India’s Big Game21:10 Chapter 5 — Strategic Autonomy & Arctic26:10 Conclusion — Why India won’t durably stop#india #russia #russianoil #urals #brent #oilprices #energysecurity #geopolitics #refining #diesel #jetfuel #gasoline #sanctions #tradedeal #indiaus #strategicautonomy #arctic #northernsearoute #vladivostokchennai #emergingworldorder #emergingworldorder2025 X: @emergingorderTikTok: @emergingworldorder2025Rumble: @emergingworldorder2025Spotify: @emergingworldorder2025YouTube: @emergingworldorder2025
What this episode covers
** Welcome To The Emerging World Order 2025 **Why will India not durably stop buying Russian oil—even under U.S. pressure and political headlines? This episode breaks the issue into hard incentives: delivered price advantage at scale, refinery fit and switching penalties, competitive lock-in if India steps back, India’s “Big Game” (buy discounted crude → sell benchmark-priced products), and the strategic autonomy layer—including Arctic optionality and corridor diversification. No slogans—just the mechanisms that make this relationship structural.**Chapters:**00:00 Intro — Why this is structural, not tactical01:10 Chapter 1 — Cheapest Large-Volume Oil Available05:40 Chapter 2 — Indian Refineries Are Configured for This Crude10:50 Chapter 3 — Fear of Losing Market to Someone Else15:30 Chapter 4 — India’s Big Game21:10 Chapter 5 — Strategic Autonomy & Arctic26:10 Conclusion — Why India won’t durably stop#india #russia #russianoil #urals #brent #oilprices #energysecurity #geopolitics #refining #diesel #jetfuel #gasoline #sanctions #tradedeal #indiaus #strategicautonomy #arctic #northernsearoute #vladivostokchennai #emergingworldorder #emergingworldorder2025 X: @emergingorderTikTok: @emergingworldorder2025Rumble: @emergingworldorder2025Spotify: @emergingworldorder2025YouTube: @emergingworldorder2025
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S4E17 Why India Won’t Stop Buying Russian Oil | | Sanctions, Discounts, and Refining
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