Stock Markets May 18, 2026 06:17 AM

India Says Oil Purchases from Russia Continued Unaffected by U.S. Waiver Status

Petroleum ministry official emphasizes commercial motives and confirms adequate crude supplies amid retailer losses

By Hana Yamamoto

A senior Indian petroleum ministry official told reporters that the country has been buying Russian crude before, during and after the U.S. waiver period, stressing commercial rationale for purchases and saying supplies remain sufficient. The ministry also reported daily revenue losses for state fuel retailers of about 7.5 billion rupees and said the government will not provide financial support to state refiners.

India Says Oil Purchases from Russia Continued Unaffected by U.S. Waiver Status

Key Points

  • India has been importing Russian crude before, during and after the U.S. waiver according to Sujata Sharma, joint secretary in the petroleum ministry.
  • The government official said purchasing decisions are driven by commercial considerations rather than waiver status, and that sufficient crude supplies have been secured.
  • State fuel retailers are reported to be losing about 7.5 billion rupees per day on fuel sales, and the government has no plans to provide financial support to state refiners.

India has continued to import crude oil from Russia regardless of the existence or expiration of a United States waiver, a top petroleum ministry official said at a media briefing on Monday.

Sujata Sharma, who serves as a joint secretary in the petroleum ministry, told reporters that purchases from Russia were in place prior to the American waiver, persisted during the waiver and have continued since. When asked about the waiver's role in procurement decisions, she framed the choice as commercial rather than regulatory.

"Regarding (the) American waiver on Russia, I would like to emphasize that we have been purchasing from Russia earlier ... I mean before waiver also, during waiver also, and now also," Sharma said.

Sharma reiterated that the ministry and buyers evaluate crude purchases on the basis of commercial logic. In her words, "It is basically the commercial sense which should be there for us to purchase." She further affirmed that India does not face a shortage of crude, noting that adequate supplies have been secured through repeated arrangements.

"Enough crude has been tied up repeatedly ... and this, whatever waiver or no waiver, it will not affect," she said.

Separately, the petroleum ministry disclosed the financial strain on state-owned fuel retailers tied to current pricing and market conditions. The ministry said those retailers are incurring revenue losses on fuel sales of roughly 7.5 billion rupees per day. Despite the magnitude of these losses, officials indicated there are no plans for the central government to provide direct financial support to state refiners.

The comments provide a snapshot of policy posture and commercial practice: procurement choices will be governed by market-driven considerations, while state-owned distribution entities are bearing substantial daily losses without expectation of immediate government remediation.


Impacted sectors: oil and gas producers and refiners, state-owned fuel retailers, and broader energy distribution networks.

Risks

  • Ongoing daily revenue losses at state fuel retailers could strain the distribution sector unless commercial conditions change - impact on energy distribution and retail margins.
  • Absence of government financial support for state refiners leaves those entities exposed to sustained losses or margin pressure - impact on refining sector liquidity and operations.
  • Reliance on commercially motivated imports from a single supplier country could pose concentration risks if market or policy conditions shift - impact on oil procurement stability.

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