A series of oil shipments originally headed to China are now being diverted to India, highlighting a rapid shift in global energy trade patterns as supply pressures intensify.

One such vessel, the Aqua Titan, transporting Russia’s Urals crude from the Baltic region, is now expected to dock at New Mangalore Port on March 21 after reversing its earlier route.

This redirection is not an isolated case. In recent weeks, at least seven Russian tankers have reportedly changed destinations mid-journey, with India emerging as the preferred buyer. The trend comes as Indian refiners ramp up purchases, attracted by discounted cargoes available through indirect or “shadow fleet” channels.

India steps up buying

India’s intake of Russian crude has seen a sharp increase, with imports climbing significantly in a short span. Refiners are said to have secured nearly 30 million barrels within a week, ensuring steady feedstock for domestic processing even as global prices remain volatile.

Russia continues to play a crucial role in India’s energy mix, particularly as refiners seek cost-effective supplies in a tight market environment.

Drivers behind the shift

The rerouting of shipments is being driven by multiple factors. Disruptions around the Strait of Hormuz have raised concerns over supply security, while policy adjustments linked to U.S. sanctions have also influenced trade flows.

At the same time, Indian buyers appear to be outbidding competitors, including Chinese refiners, to secure cargoes already in transit—reshaping traditional supply routes.

A changing oil map

These developments underscore how quickly global oil logistics can adapt to geopolitical stress. As shipping routes adjust and buyers reposition, India’s growing role as a major destination for Russian crude is becoming increasingly evident.