Overview

• Britain designated Lukoil and Rosneft under new Russia measures that include asset freezes, director disqualification, transport restrictions and a ban on British trust services, and listed 44 shadow‑fleet tankers plus entities such as India’s Nayara Energy.
• London said it will ramp up pressure on third‑country companies, explicitly naming India and China, that facilitate Russian oil reaching global markets.
• New Delhi said it does not recognise unilateral sanctions and prioritises energy security, while Nayara stated it complies with Indian law and called external allegations baseless.
• President Donald Trump said Prime Minister Narendra Modi assured him India would stop buying Russian oil, and a White House official told Reuters Indian refiners were cutting purchases by about 50%, but India denied any such call and industry data show no confirmed immediate reduction.
• Kpler estimates Indian imports of Russian crude are set to increase in October, traders expect UK measures to push more barrels onto the shadow fleet, and Russian officials voiced confidence that energy and defence ties with India will continue.