U.S. Sanctions Drive Russian Oil Shipments to India to Three-Year Lows

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US sanctions on Russian oil producers have led to a sharp decline in Russian oil shipments to India, expected to reach 3-year lows in December, with imports decreasing to 1.1 million barrels per day from 1.84 million barrels per day in November.

Market Impact

Market impact analysis based on bearish sentiment with 90% confidence.

Sentiment
Bearish
AI Confidence
90%
Time Horizon
Short Term

Article Context

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India is expected to import 1.1 million barrels per day (bpd) of Russian crude in December—volumes that would be sharply down from November and the lowest level in just over three years, as U.S. sanctions on Russia’s top oil producers spooked Indian refiners who scramble to source non-sanctioned Russian supply. The Russian flows in December would be 1.1 million bpd, down from an estimated 1.84 million bpd in November, according to vessel-tracking data from analytics firm Kpler cited by Bloomberg. The expected flows in December would…

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Original article published by OilPrice.com on December 30, 2025.
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