Nayara-linked fuel flows make India Russia’s largest oil-products supplier
India supplied 70% of Russia’s August oil-product imports, led by gasoline shipments amid refinery disruptions. Nayara Energy’s Vadinar refinery, 49.13% owned by Rosneft, sourced all of its crude from Russia in the period cited.
What happened
Nayara Energy's Vadinar refinery supplied gasoline to Russia amid refinery disruptions from Ukrainian drone strikes. India accounted for 70% of Russia's August
Key facts
- India supplied 70% of Russia's August oil-product imports
- Russia imported 172,000 tonnes of oil products in August
- 120,000 tonnes of gasoline worth €78 million came from India
- Rosneft owns 49.13% of Nayara Energy
- Vadinar sourced 100% of its crude from Russia in the first eight months of 2026
What changed
Nayara Energy's Vadinar refinery supplied gasoline to Russia amid refinery disruptions from Ukrainian drone strikes. India accounted for 70% of Russia's August fuel imports, while Indian purchases of Russian crude fell 24% from July.
Why this matters
Nayara’s Russia-linked crude sourcing and export flows highlight how refinery disruptions can rapidly redirect fuel trade and tighten operational exposure to geopolitically sensitive supply chains.
What to watch
- India's share of Russian oil-product imports remains above 50% for a second consecutive month.
- New US, EU, UK, or G7 guidance involving Nayara Energy, Rosneft-linked entities, shipping, insurance, or refined products processed from Russian crude.
- A material expansion or extension of Russian gasoline export bans, emergency import tenders, or domestic price controls.
- Vadinar crude-slate disclosures continuing to show near-total reliance on Russian barrels.
- Asian gasoline crack spreads, tanker rates, and Indian gasoline export premiums rising together.