Overview

• NaftoRynok reports India supplied 15.5% of Ukraine’s diesel in July, the largest share by country.
• Average daily deliveries from India were about 2,700 tons, and its January–July share rose to 10.2% from 1.9% in the same period of 2024.
• Indian-origin fuel reaches Ukraine via tanker runs along the Danube from Romania and through Turkey’s OPET terminal, which continues to operate despite partial curbs.
• Other key July suppliers were Slovakia at 15%, Greece at 13.5%, Turkey at 12.4%, and Lithuania at 11.4%, indicating a diversified import mix.
• The shift comes as Washington levies a 50% tariff on Indian goods over Russian oil purchases, and some exported diesel may include refined Russian-origin crude.