Have India's diesel shipments to West Africa reached a record high after the EU ban?
Synopsis
Key Takeaways
Mumbai, Jan 28 (NationPress) This month, India has halted its diesel shipments to the European Union due to the EU’s prohibition on fuel derived from Russian crude. Instead, the nation has redirected substantial quantities of diesel to West Africa, as revealed by shipping data.
Data from Kpler and Vortexa indicates that this ban has also resulted in a notable decline in Turkey's previously robust diesel exports to the EU in recent months.
According to analysts, the EU's strategy—designed to impose penalties on Russia following its 2022 invasion of Ukraine—has compelled refiners to seek alternative markets, thereby reshaping global oil distribution.
This rearrangement is expected to boost Indian diesel exports to Africa, which will, in turn, release more Middle Eastern supply for European markets.
In 2025, India consistently exported about 137,000 barrels per day (bpd) of diesel to the EU, making it the bloc's third-largest supplier according to data from Kpler and Vortexa.
Last year, Russian crude accounted for 30% of India's seaborne crude imports, while it comprised 48% of Turkey’s imports.
Turkey's diesel exports to the EU have sharply declined, with January flows plummeting to approximately 45,000 bpd, down from about 87,000 bpd monthly in 2025.
The EU will accept fuel from refineries that can isolate Russian crude; otherwise, a refinery must demonstrate that it has not imported Russian crude within 60 days prior to a shipment's bill of lading.
India’s diesel shipments to West Africa are on track to hit an all-time high in December at around 155,000 bpd, with January exports approaching 84,000 bpd.
Furthermore, EU nations have increased their fuel imports from the US and Middle Eastern countries to a three-month peak in January as the bloc aims to diversify its supply ahead of the ban.
The Nifty oil and gas sector was the top performer among the Nifty indices on Wednesday, rising by 3.40% as global oil prices increased. Brent crude futures are currently trading between $66.50 and $67.50 per barrel, levels not seen since October.