Business

RIL Stops Russian Crude Imports For Export Refinery

Reliance Industries Ltd (RIL) has stopped importing Russian crude oil for its export-oriented refinery at the Jamnagar SEZ in Gujarat. The company confirmed that from November 20, 2025, no Russian-origin crude will be processed at the unit, and from December 1, all export products will be made only from non-Russian crude to comply with European Union restrictions.

Why The Change Was Required

The EU has announced that from January 21, 2026, it will not allow the import of petroleum products refined from Russian crude, even if the refining takes place outside Russia. RIL, a major exporter to Europe, has shifted its sourcing strategy to ensure uninterrupted market access. The company said it will honour older contracted shipments but will process any remaining Russian feedstock only in its Domestic Tariff Area refinery, not in the export unit.

Impact On Refining Operations

RIL’s Jamnagar complex consists of twin refineries — one dedicated to exports and one for domestic supply. The SEZ refinery uses a completely segregated supply chain. The new policy means that only the DTA refinery will handle Russian crude, while the SEZ refinery switches entirely to alternative suppliers. The shift is expected to alter India’s crude import composition, given RIL’s position as the country’s largest buyer of discounted Russian oil.

What Happens Next

RIL will continue adjusting its sourcing to meet compliance rules while optimising refining margins. Industry analysts believe other Indian refiners exporting to Europe may eventually adopt similar measures to avoid sanctions complications. The transition underscores how geopolitical rules increasingly influence commercial oil flows.

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