Market Outlook
Press

How Moscow might respond if Trump stops Russian oil to India

Published01 AUG 25 - 15:12 Reading time  minutes
“Indian refiners will still struggle to replace the heavy quality of Russian crude so they may end up paring runs,” said Neil Crosby from Sparta.
Reuters, August 1, 2025 – U.S. President Trump’s demand to halt Russian oil imports to India threatens to cut billions in revenue for Moscow, as India becomes the largest buyer of Russian oil. Sparta Commodities analyst Neil Crosby noted that Russia could retaliate by disrupting the CPC pipeline, which could send oil prices soaring. While India could seek alternative suppliers, the potential loss of 3.5 million barrels/day of supply could tighten the global market and drive prices over $80 per barrel.

Read the full article here. 

Author

Neil Crosby

Rate this article

Average rating / 5. Vote count:

No votes so far! Be the first to rate this post.

Continue reading

  • New
  • Analyst brief
  • Crude

The calm in physical won’t last forever

Plenty market chatter about the incredible weak state of crude diffs with North Sea almost below...

08 MAY 26 - 13:01

  • New
  • Analyst brief
  • Freight

MR ballaster build: supply pressure mounting across key regions

MR ballaster counts have risen sharply over the past two weeks, with the most pronounced moves in...

08 MAY 26 - 10:01

  • New
  • Analyst brief
  • Cross Barrel

Week 17 Pricing Analyst Update – Nadia Riaz – AG – Cross Barrel

Refined oil prices across the Arab Gulf continued to rise as escalating tensions between the US and...

08 MAY 26 - 09:48

  • New
  • Analyst brief
  • Freight

TC2 morning update: vessel supply tightens to 9, seven gasoline fixtures yesterday, fundamentals outpacing sentiment

NWE MR prompt tonnage has tightened to 9 ships against a 90-day moving average of 14, with...

08 MAY 26 - 09:43

subscribe_cta_image

Real time alerts, set to your specifications