By Enes Tunagur and Seher Dareen LONDON, Jan 27 (Reuters) - India stopped exporting diesel to the European Union this month due to the European Union's ban on fuel derived from Russian crude and
India's Diesel Shipments to West Africa Surge Amid EU Fuel Ban
Impact of EU Ban on Diesel Exports
By Enes Tunagur and Seher Dareen
Shift in Global Oil Flows
LONDON, Jan 27 (Reuters) - India stopped exporting diesel to the European Union this month due to the European Union's ban on fuel derived from Russian crude and instead sent a record amount to West Africa, shipping data from Kpler and Vortexa showed, while Turkey's diesel exports to the EU slowed in recent months.
India's Export Trends
The developments highlight that the EU policy, aimed at punishing Russia over its 2022 full-scale invasion of Ukraine, is prompting a further reordering of intercontinental oil flows, forcing India’s oil refineries to seek new markets and disrupting Turkey's lucrative trade in supplying fuel to the EU.
Turkey's Role in Diesel Supply
"We think the most likely 're-shuffle' would be for more Indian diesel to go into Africa and free up more Middle Eastern supply for Europe," Clare Morris, analyst at Energy Aspects said.
Future Projections for Diesel Exports
Russian crude made up 30% of India’s seaborne crude imports in 2025, while it represented 48% for Turkey’s seaborne crude imports last year, according to Kpler.
India has not sent any diesel to the EU so far in January, having exported a monthly average of 137,000 barrels per day (bpd) in 2025, making it the third biggest diesel exporter to the bloc, according to Kpler.
Turkey sent around 45,000 barrels per day of diesel to the EU in January ahead of the EU ban that started on Jan. 21, down sharply from 87,000 bpd a month in 2025, Kpler data showed.
The EU will allow fuel imports from oil refineries that can segregate Russian crude. Otherwise, a refinery must not import any Russian crude in the last 60 days prior to the bill of lading date of a cargo to continue fuel exports to the EU.
In India, Reliance has been the biggest fuel exporter to the EU in recent years, while Turkey’s Star oil refinery, owned by Azerbaijan state-owned Socar, was the biggest Turkish exporter, according to Kpler. Star continued to import Russian crude in January.
Turkey’s biggest oil refinery, Tupras , stopped Russian crude imports in November at Izmir, one of its two major plants, according to Kpler, which showed the other plant, Izmit, continued Urals imports this month.
"Turkey isn't naturally very long diesel, it has been importing Russian diesel for its domestic market and selling locally-produced diesel into Europe. The new refining loophole ban should curb that activity," Morris said.
INDIAN DIESEL EXPORTS TO WEST AFRICA HIT ALL-TIME HIGH
India’s diesel exports to West Africa were on track to reach an all-time high in December at around 155,000 bpd, according to Kpler, which showed January exports were on pace to reach 84,000 bpd.
EU countries’ fuel imports from the U.S. and Middle Eastern countries reached a three-month high in January as the bloc diversified supply ahead of the ban, Kpler data showed.
(Reporting by Enes Tunagur and Seher Dareen in London, editing by Alex Lawler and Alexandra Hudson)
