Seaborne oil flows are shifting in interesting ways. With New Delhi pulling back on Russian Urals purchases amid sanctions pressure, Beijing has stepped in aggressively—snapping up crude at some pretty steep discounts. According to Reuters reporting, China's import volume of Russian seaborne oil has climbed notably as refineries elsewhere grew hesitant. The arbitrage play here is classic: supply finds its market, prices adjust, and traders capitalize on regional demand mismatches. For those tracking commodity supercycles and energy market dynamics, this pivot in crude flows is worth watching. It signals how geopolitical constraints reshape global trade patterns and create openings for major buyers to build advantageous positions. The energy sector's repricing ripples outward into inflation expectations, currency movements, and broader macroeconomic outlook.