US Trying to Hurt India? Has India Found a New Oil Route?

Can Russia’s Arctic oil infrastructure give India another supply option as Gulf shipping faces disruption and Washington increases pressure on Russian-energy buyers?

Sree Iyer examines the Vostok Oil project, the Bukhta Sever terminal and the potential role of the Northern Sea Route in India’s energy security.

This discussion explores:
• India’s dependence on imported crude
• Russia’s importance to Indian refiners
• Indian companies’ equity interests in Vankorneft
• The potential for eastbound Arctic shipments to avoid major West Asian chokepoints
• Constraints involving ice-class tankers, seasonal navigation, financing and insurance
• Why a different shipping route does not remove the Russian origin of the oil

Vostok’s first loading is a significant infrastructure development. Its future capacity, however, should not be confused with volumes already available to India.

The US sanctions legislation signed on September 18, 2026 includes tariff provisions targeting major Russian-energy buyers. An alternative route may address physical shipping risks while leaving sanctions and tariff exposure unresolved.

Has India gained a useful additional option—and how much can it realistically deliver?

Subscribe to PGurus for analysis with Sree Iyer.

#IndiaRussia #RussianOil #NorthernSeaRoute #EnergySecurity #SreeIyer #PGurus
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1. https://indianexpress.com/arti....cle/explained/explai
2. https://www.firstpost.com/expl....ainers/us-tariff-thr
3. https://www.indiatoday.in/busi....ness/commodities/sto
4. https://www.spglobal.com/energ....y/en/news-research/l
5. https://www.bhaskarenglish.in/....international/news/r
6. https://vajiramandravi.com/cur....rent-affairs/upsc-ma
7. https://www.bbc.com/news/articles/c3lyrn4p870yo
8. https://www.thehindu.com/news/....national/ovl-seeks-l
9. https://timesofindia.indiatime....s.com/indianoil-oil-
10. https://www.spglobal.com/energ....y/en/news-research/l
11. https://theprint.in/opinion/ru....ssia-india-arctic-co
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