China, India seek new supplies as US sanctions tighten grip on Russian oil

과거 상승 지정학 이벤트 656건 이후, 원유 (Brent)은 5거래일 동안 중앙값 +1.9% 변동(상승 63%; 중간 50% 범위 -2.7%~+6.6%), 20거래일 동안 +0.7%.

• 2025. 10. 22.Oil extends gains after settlement on new sanctions on Russian oil companies | Reuters+5.0%
• 2024. 12. 13.Oil up 2%, settles at 3-week high as more sanctions loom on Russia, Iran | Reuters-0.2%
• 2025. 2. 19.Oil holds near one-week high on supply concerns, sanctions on Russia eyed | Reuters-4.1%
• 2025. 10. 23.Oil futures return to structure signalling tight supply on Russia sanctions | Reuters+4.1%
• 2025. 10. 23.Spot crude premiums jump as US sanctions on Russian producers drive China, India demand | Y94+4.1%

과거 상승 지정학 이벤트 250건 이후, ULSD / 디젤은 5거래일 동안 중앙값 +1.7% 변동(상승 58%; 중간 50% 범위 -3.6%~+8.7%), 20거래일 동안 +0.9%.

• 2025. 10. 28.Global refining margins soar as sanctions threaten Russian supplies | Reuters-1.4%
• 2025. 10. 22.Oil surges 5% after US sanctions Russian firms Rosneft, Lukoil | Reuters+7.6%
• 2026. 3. 8.Oil jumps to 2022 high on Iran war, falls after close as Russia sanctions in doubt | Reuters+10.4%
• 2018. 9. 29.Brent hits 4-year high as U.S. sanctions on Iran tighten supply+1.6%
• 2025. 1. 15.Oil rallies, settles at multi-month high on US crude draw, Russia sanctions-1.6%