Nga đang hưởng lợi từ sự kiện chiến tranh Iran thông qua mức giá dầu tăng vọt. Giá dầu thô Urals của Nga tăng hơn 60 USD/thùng sau ngày 27/02/2025, mang lại khoảng 9 tỷ USD thu nhập nhà nước mỗi tháng. Các nước như Ấn Độ đã tăng mua dầu Nga và Mỹ cấp giấy phép tạm thời cho các lô hàng bị kẹt. Xuất khẩu helium, nhôm và phân bón của Nga cũng tăng nhưng mức độ nhỏ hơn nhiều. Chuyên gia phân tích cho rằng lợi ích này là trước mắt.
In this pool photograph distributed by the Russian state agency Sputnik, Russia's President Vladimir Putin attends a meeting with Iranian President in Ashgabat on December 12, 2025.
Russia has found itself in the curious position of benefiting from the turmoil hitting its Middle East partner and ally, Iran.
Tehran's almost total closure of the Strait of Hormuz has caused global oil and gas prices to surge, filling the coffers of major oil and gas producers like Russia.
Sergey Vakulenko, senior fellow at the Carnegie Russia Eurasia Center, told CNBC Tuesday that Russia's windfall from the Iran war resulting energy price growht ran into the billions of dollars.
"So far the oil price, and the Urals in particular, has jumped by more than $60 a barrel and this brings the Russian state almost $9 billion per month, that's quite substantial," he told CNBC's "Squawk Box Europe."
"Even the countries that were considering less oil from Russia, like India, are buying more again and the United States is even issuing dispensations for that," he noted, referring to a 30-day waiver issued by the White House earlier in March enabling countries to buy sanctioned Russian oil and petroleum products stranded at sea, in an effort to tame global energy price hikes.
The price of a barrel of Russian Urals crude oil currently stands at $115 Tuesday. On February 27, the day before the U.S. and Israel launched their bombardment of Iran, the price per barrel was $57. Russian exports of helium, aluminum and nitrogen fertilizer have also given state revenues a boost, but "at an order of magnitude smaller" than oil, he noted.