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U.S. Blacklists Rosneft and Lukoil, Tightening Russia Energy Sanctions With Limited Carve‑Outs

The move targets Kremlin oil revenue via sanctions with narrow licenses through Nov. 21, 2025.

Overview

  • OFAC added Rosneft, Lukoil, and numerous subsidiaries to the SDN List on Oct. 22 under Executive Order 14024 targeting Russia’s energy sector.
  • U.S. persons must block property and halt dealings with the designated firms, and OFAC’s 50% Rule extends blocking to majority‑owned affiliates.
  • General Licenses 126, 127, and 128 authorize limited wind‑down, divestment, and certain non‑Russia Lukoil retail operations through 12:01 a.m. EST on Nov. 21, 2025.
  • General License 124A permits specified transactions related to the Caspian Pipeline Consortium and Tengizchevroil projects.
  • Legal guidance highlights heightened secondary‑sanctions risk for non‑U.S. institutions facilitating significant transactions, as the UK and EU advance parallel energy measures.