Monday, 28 September 2026Updated 11m ago

Market pulse › Russian oil

Russian oil

Topic tag · tracked since 24 Sept · also russian crude, russian oil imports, russia oil

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Today5 stories · 5 articles25 stories since 24 Sept

Net tone▼ −40% today−21% over the week

Market checkIndian Oil −0.4%Companies most often in its stories · Fri, 25 Sept

Developing2 storylinesBiggest: India’s Russian oil imports and US tariff pressure · 6 updates

Stories per day

Bar colour is the day’s tone · tracking began on 24 Sept

524 Sept

925 Sept

326 Sept

627 Sept

228 Sept

Often tagged with

stories together this week · colour is their tone

Geopolitics17 Crude oil15 Russia13 Trade and tariffs8 Iran6 US tariffs6 Fuel prices5 Trade deals5 Donald Trump4 Indian Oil4

Stories

25 in all · newest first

Market move▼ bearishOil Rises on Geopolitical Risks, Stockpile DeclineOil gained amid geopolitical risks and a decline in stockpilesCrude oil Geopolitics Iran1 source
4h

● mixedIndia to continue diesel exports despite possible US ban amid tightening global fuel marketDiesel Trade and tariffs Fuel prices1 source
4h

● mixedForeign secy Misri meets US lawmakers; Russia sanctions bill and India-US ties in focusVikram Misri met a bipartisan US Congressional delegationRussia Geopolitics Trade deals1 source
13h

● mixedRussia-Europe balancing act ahead for India as Modi lines up Dec visitsModi plans December visits to Western countries and Russia amid shifting global tiesGeopolitics Narendra Modi Russia1 source
14h

Policy▼ bearishUS trade deal could shield India from 100% tariff under Russian sanctions law: SourcesGraham Act allows tariffs of up to 100% on the largest buyers of Russian oilTrade deals Russia Donald Trump1 source
15h

● mixedIndia, Russia discuss annual summit on UN sidelinesRussia United Nations Trade deals1 source
1d

▲ bullishRussian crude supplies enabled India to cushion against oil supply shocks caused by West Asian war: Deputy FMRussia increased oil supplies to India amid West Asian conflict disruptionsRussia Crude oil Middle East1 source
1d

● mixedRussian crude cushioned India from oil shock, says Andrey RudenkoRussian oil supplies helped cushion India from an oil shockRussia Crude oil Indian Oil1 source
1d

Deal● mixedExxon Signs Shale Deal With Azerbaijan for Middle Kura BasinStrait of Hormuz Iran1 source
2d

● mixedUkraine says it struck Russian oil refinery as drone attacks intensifyUkraine Russia Crude oil1 source
2d

Policy▼ bearishHow Trump’s diesel ban threat is making US exports more profitableEurope faces diesel shortages after Iran-war supply losses and attacks on Russian oil refineriesDiesel Donald Trump Iran1 source
2d

● mixedIndia to hold firm on Russian oil as US-China truce extension puts it in the spotlightIndia plans to hold firm on Russian oil during the US-China truce extensionRussia Geopolitics US–China1 source
3d

Market move▼ bearishReplacing 1 million bpd of Russian oil could cost India up to $3.7 billion annuallyReplacing 1 million bpd of Russian oil could add up to $3.7 billion to India’s annual billCrude oil US tariffs Oil and gas companies2 sources
2d

Policy● mixedCould China get a waiver under the US-Russia sanctions law while India faces tariff risk?Russia China US tariffs1 source
3d

Policy▼ bearishIndia left more exposed to Trump's 100% oil threat as China gets tariff breatherIndia faces greater exposure to US tariff pressure over Russian oil as the US-China trade truce extends until January 10US tariffs China Donald Trump1 source
3d

● mixedJPMorgan CEO Jamie Dimon warns Trump against punishing India; gives this advice on Russian oil importsJamie Dimon urged dialogue over potential US punishment of India linked to Russian oil importsDonald Trump Russia Geopolitics1 source
3d

● mixedIndia cannot afford to choose between competing blocs, not taking sides comes with costs: CEA NageswaranGeopolitics Trade deals US tariffs1 source
3d

● mixedRussia's Novoshakhtinsk oil refinery suspends operations after drone attack, governor saysRussia Crude oil Russia–Ukraine war1 source
3d

Deal● mixedVietnam refinery signs crude oil deal with ExxonMobil Asia PacificCrude oil Refining margins Fuel prices1 source
3d

● mixedRussian, Iranian foreign ministers say only diplomatic solution to conflict around IranIran Russia Geopolitics1 source
3d

● mixedWest Asia crisis could become serious: Oil MinisterThe Oil Minister said the West Asia crisis could become seriousMiddle East Crude oil Iran1 source
4d

▼ bearishPuri warns West Asia crisis could escalate; says India does not need refinery investmentOil Minister Hardeep Puri said the West Asia crisis is not over and could escalate furtherMiddle East Crude oil Refining margins2 sources
4d

Expansion● mixedRussia starts exports from Arctic Vostok Oil project in boost to long-term productionRussia Crude oil Trade and tariffs1 source
4d

● mixedSerbia to release reserve diesel due to global shortage, energy minister saysDiesel Fuel prices1 source
4d

Market move▲ bullishOil prices edge lower as Iran says it is open to diplomacy to end the warBrent fell 0.9% to $102.13 after a previous increaseCrude oil Iran Geopolitics1 source
4d