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  3. Nayara's Future Unsure – India May Bargain With US For Russian Crude

Nayara's Future Unsure – India May Bargain With US For Russian Crude

9 Feb 2026

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Key Takeaways

Key Takeaway:
US sanctions and tariff threats put Nayara’s viability at risk, but India is likely to bargain for continued Russian oil access to protect its energy security and refinery economics, potentially at the cost of reduced volumes and diplomatic trade‑offs.

Key Takeaway:
US sanctions and tariff threats put Nayara’s viability at risk, but India is likely to bargain for continued Russian oil access to protect its energy security and refinery economics, potentially at the cost of reduced volumes and diplomatic trade‑offs.

nayara-energy unlisted shares

Nayara Energy

0.23%

Expert Analysis

​Expert Analysis:

  • Nayara Energy’s Vadinar refinery—India’s second‑largest single‑site facility and 49% owned by sanctioned Russian giant Rosneft—faces an uncertain future amid renewed US pressure to curb Russian oil imports, with President Trump threatening 25% tariffs unless India significantly reduces purchases.​

  • India imports nearly one‑third of its crude from Russia, but volumes fell to $2.7 billion in December 2025 (lowest in three years), and analysts believe India will negotiate with the US to secure limited Russian crude access for Nayara while balancing $500 billion in US purchases over five years to avoid penalties.

Publisher:The Times of India