Warnings from Norwegian Bank About Potential Collapse in Russian Oil Supply

VCsSuckMyLiquidity · 2026-02-13T14:17:16+00:00

Analysts from a leading Norwegian bank warn that if India stops importing Russian oil, Moscow will face significant challenges finding new buyers for its massive supply, potentially destabilizing the global energy market. A trade agreement between the U.S. and India involves lowering import tariffs, which could lead to India ceasing oil purchases from Russia, raising questions about the future of global oil markets and supply chain stability.

VCsSuckMyLiquidity

2026-02-13 14:17:16

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Analysts at a leading Norwegian bank have issued a concerning warning: if India stops importing Russian oil, Moscow will face extreme difficulties in finding enough buyers for this massive volume of oil. This strategic shift could shock the global energy market.

Notable Trade Agreement Between Washington and New Delhi

According to Jin10, the United States has agreed to reduce import tariffs from India to 18% as part of an exchange agreement. In return, New Delhi will cease purchasing oil from Russia—a significant strategic move for both countries.

Import Data and Deep Impacts

Analysis from Kpler indicates that India’s crude oil imports in December reached 1.36 million barrels per day. This figure demonstrates India’s heavy dependence on foreign oil supplies. If a large portion of this comes from Russia, shifting to other sources will create significant imbalance.

The Future of the Global Oil Market

The conclusions from Norwegian analysts raise a key question: who will Russia sell its oil to if it loses one of its largest customers? This instability in the global supply chain could have long-term consequences for oil prices and international energy security. Norwegian analyses suggest that this change will not only affect Russia but also broadly impact the entire global energy trade system.

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