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Chevron Weighs Select Purchases From Lukoil’s Overseas Portfolio Under U.S. Rules

Any deal hinges on OFAC licenses imposing blocked proceeds and operational separation.

A Chevron logo at the Chevron building in Houston, Texas, U.S. August 19, 2025. REUTERS/Kaylee Greenlee
An Exxon gas station seen in Washington, U.S., November 26, 2024. REUTERS/Nathan Howard/File Photo
People walk past a logo of Lukoil during the annual energy industry event Abu Dhabi International Petroleum Exhibition and Conference (ADIPEC) in Abu Dhabi, United Arab Emirates, November 3, 2025. REUTERS/Amr Alfiky/File Photo

Overview

  • Chevron is studying options to acquire specific Lukoil foreign assets where their operations overlap rather than pursuing the entire portfolio, according to Reuters sources.
  • The U.S. Treasury has authorized potential buyers to hold talks with Lukoil through December 13, with separate approvals required for any transaction to close.
  • The assets on offer are valued at roughly $20–22 billion and span three European refineries, upstream stakes across the Middle East, Central Asia and Latin America, and extensive retail networks.
  • Carlyle is also evaluating purchases, while trading house Gunvor withdrew a planned $22 billion bid after U.S. officials indicated a license would not be granted.
  • Overlap areas for Chevron include Kazakh projects linked to the CPC pipeline and Nigeria’s OML 140, with Reuters noting Chevron already participates in several of the same ventures.