Overview

• Shipments from India to Europe reached about 242,000 barrels per day in August, up 137% year on year, with Vortexa estimating roughly 228,000 barrels per day.
• Kpler reports flows rose 73% from July and 124% above the 12‑month average as late‑August liftings into Rotterdam offset a supply gap from Shell’s Pernis maintenance.
• India’s total diesel exports climbed to roughly 603,000 barrels per day in August, a 17% increase from both July and the year‑earlier period.
• Kpler data cited by the Indian Express indicates Reliance supplied Europe’s August cargoes, highlighting counterparty concentration for European buyers.
• Political scrutiny has intensified as U.S. officials, including President Donald Trump, criticize India’s use of discounted Russian crude, which New Delhi rejects, while EU implementation details remain unsettled.