EU sanctions shake global oil game—India’s Reliance and Nayara strike back

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Tejaswini Deshmukh
Tejaswini Deshmukh
Tejaswini Deshmukh is the contributing editor of RegTech Times, specializing in defense, regulations and technologies. She analyzes military innovations, cybersecurity threats, and geopolitical risks shaping national security. With a Master’s from Pune University, she closely tracks defense policies, sanctions, and enforcement actions. She is also a Certified Sanctions Screening Expert. Her work highlights regulatory challenges in defense technology and global security frameworks. Tejaswini provides sharp insights into emerging threats and compliance in the defense sector.

India’s big oil companies, Reliance Industries and Nayara Energy, are working hard to deal with new rules from the European Union (EU). These rules, called sanctions, could make it tougher for them to get and sell oil. The companies are coming up with clever plans to keep their businesses running smoothly. They want to make sure they have enough oil to turn into fuel, even with these new challenges.

These sanctions are like restrictions that limit how countries and companies can trade with certain places, like Russia. Since India buys a lot of oil from Russia, these rules could cause problems. Reliance and Nayara, two of India’s top oil refiners, are figuring out ways to keep their oil supply steady. They’re talking to people in the oil business to find the best solutions.

How Sanctions Affect Oil Trade

The EU’s new sanctions could change how oil moves around the world. For example, they might make it harder for ships from Western countries to carry Russian oil. This could lead to more ships from other places, often called the “shadow fleet,” taking over. These ships work outside the usual rules, which makes things more complicated for everyone.

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India is a big player in the oil world because it refines a lot of crude oil into things like gasoline and diesel. If the sanctions make it harder to get oil, it could affect how much fuel India can produce. That’s why companies like Reliance and Nayara are thinking ahead. They want to make sure they can still get the oil they need without breaking any rules.

The sanctions are also creating a ripple effect. For instance, some Western companies might stop shipping Russian oil because of the new rules. This could mean higher costs or delays for India’s oil supply. To avoid this, Indian refiners are looking for new ways to bring in oil safely and keep their factories running.

Global Reactions to the Sanctions

The EU isn’t the only place making changes. In the United States, lawmakers are also taking steps that could affect the oil trade. Recently, a group in the U.S. government decided to stop funding an agency, though it’s not clear which one. This decision, made on July 24, 2025, could have an impact on how oil and other goods are traded globally.

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At the same time, there’s a plan in the U.S. to put more pressure on Russia’s money and energy businesses. This plan was gaining attention, but it’s slowing down because some leaders think it might limit their power. These global moves show how connected the oil trade is and why Indian companies are being so careful.

India’s refiners are watching these changes closely. They know that what happens in places like the EU and the U.S. can affect their work. By planning now, Reliance and Nayara are trying to stay one step ahead. They’re looking at different ways to get oil, like working with new suppliers or finding better shipping routes.

The oil world is like a big puzzle, and sanctions are making it trickier to solve. Indian companies are staying calm and coming up with smart ideas to keep their businesses strong. They’re not just reacting to the sanctions—they’re thinking about how to keep India’s fuel supply safe and steady for everyone.

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