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India’s Nayara Energy Defies Sanctions With Record Russian Intake
Market Intelligence Analysis
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Why This Matters
Nayara Energy, an Indian refiner backed by Rosneft, has adapted to EU and US sanctions by shifting its crude sourcing and fuel export strategy, increasing its Russian crude imports to record levels.
Market Impact
Market impact analysis based on bullish sentiment with 78% confidence.
Sentiment
Bullish
AI Confidence
78%
Article Context
Note: This is a brief excerpt for context. Click below to read the full article on the original source.
Nayara Energy has spent the past four months navigating one of the most complicated sanction environments in its history, yet instead of retreating, the Rosneft-backed refiner is quietly re-wiring its entire crude-sourcing and fuel-export strategy. After EU sanctions in July forced its 400,000 b/d Vadinar refinery to slash throughput, and October’s US sanctions on Rosneft added further pressure, Nayara’s crude imports briefly collapsed to just 240,000 b/d, sourced from exclusively Russian suppliers. But by October and November, the…
Original article published by
OilPrice.com
on November 26, 2025.
Analysis and insights provided by AnalystMarkets AI.
Analysis and insights provided by AnalystMarkets AI.