Indian state‑owned refiners are confronting heightened crude‑supply uncertainty, driven by ongoing disruptions in the Middle East and the prospect of stricter U.S. restrictions on buyers of Russian oil.
The shutdown of Saudi Arabia’s East‑West pipeline has halted more than 400,000 barrels per day of crude destined for India, though operators expect roughly half of that capacity to be restored within a few days.
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These supply pressures could force refiners to adjust import mixes and inventory strategies, as the partial resumption of pipeline flows may only modestly ease the immediate shortfall.
