New U.S. Sanctions Could Leave 48 Million Barrels of Russian Oil Adrift at Sea

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US sanctions on Rosneft and Lukoil may leave 48 million barrels of Russian oil stranded at sea, as tankers with these cargoes will need to find new destinations, potentially disrupting global oil supply chains.

Market Impact

Market impact analysis based on bearish sentiment with 68% confidence.

Sentiment
Bearish
AI Confidence
68%

Article Context

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U.S. sanctions on the global operations of Russian oil heavyweights Rosneft and Lukoil enter into effect today, with some 48 million barrels of Rosneft and Lukoil crude on tankers that will now have to look for new destinations. Bloomberg reported the figures, citing Kpler data and noting that the cargoes—mostly Urals and ESPO—were loaded on some 50 tankers with an original destination in China and India, but also others without a set final destination. The publication added that this round of sanctions was among the “most aggressive”…

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Original article published by OilPrice.com on November 21, 2025.
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