After India received temporary permission from the US, tens of millions of barrels of Russian oil are approaching India.

Ship tracking data shows that over 15 million barrels of Russian crude oil are currently in waters near India, providing a pathway for India to quickly address Middle Eastern supply shortages following the US's issuance of temporary permits to purchase it. This crude oil is distributed across a dozen tankers in the Arabian Sea and the Bay of Bengal, appearing unsold or without a designated port of destination, and is expected to arrive in India within a week. Additionally, approximately eight ships carrying about 7 million barrels of Urals crude oil are waiting in Singapore waters, also potentially arriving in India within a week. Furthermore, more cargoes are being transported eastward through the Mediterranean and the Suez Canal, and are expected to arrive in India within a month. Kpler data shows that tankers carrying Russian oil began signaling their intention to sail towards Indian ports before the US government issued permits on Thursday evening; currently, about 18 Urals crude oil tankers are shown heading towards India. Data intelligence analyst Sumit Ritolia stated, "Refiners may quickly resume purchasing, with daily purchases expected to exceed 2 million barrels again in the short term. The previously deep discount on Russian crude oil may narrow significantly, and could even turn into a premium." (Jinshi)