Saturday, 19 September India Edition
The Pulse
← Back to feed
TopOngoing1 day ago

Agustus me India ka crude import 3% gira, lekin kharcha 18% barha

PPAC data dikhata hai India ne crude volume thoda kam kiya lekin $11.7B diya — ~$2B YoY badhotri jo higher basket prices aur Red Sea disruption se hui.

01 / Kya hua

Kya hua

India ne August 2025 me 19 MMT crude import kiya, pichle saal ke 19.6 MMT se 3% kam, par $11.7B kharcha (+18% YoY).

India ke refiners ne August 2025 me 19 million metric tonne crude import kiya, pichle saal ke 19.6 MMT se 3% kam, PPAC ke provisional data ke mutaabik. Volume kam hone ke baad bhi import bill $11.7 billion tak pohanch gaya — pichle saal ke $9.9 billion se 18% zyada — kyunki per-barrel rates barh gayi, barrels nahi.

August me crude basket ka average $90.19 per barrel raha, July ke $82.04 aur pichle saal ke August ke $69.11 se kaafi upar — 30%+ YoY jump. Strait of Hormuz aur Bab el-Mandeb me disruption, freight rates aur war-risk insurance premium badhne se prices upar chale.

India ka net import bill — crude + products + gas minus petroleum exports — ~$9.3 billion pe hi reh gaya, kyunki refiners ne 43% zyada export revenue kamaya halanki export volume 14% gira. LNG imports 2,915 MMSCM pe same the, spend $1.2 billion.

PPAC ki late September 2025 release confirm karti hai ki crude imports 2.9% giri aur April–August cumulative me 0.7% kam, jabki POL product exports 11.2% badhe — refiners apne product mix badal ke crude cost pressure absorb kar rahe hain.

August crude import (volume)YoY 3% girawat — 19.6 MMT se 19 MMT. Total processing (~22.3 MMT) me se ghumati ~70% imported hai.
19 MMT
Crude import kharchaPichle saal ke $9.9 B se ~18% upar — volume nahi, basket cost ne push kiya.
$11.7 B
Crude basket costJuly ke $82.04 aur pichle saal ke $69.11 se kaafi upar — landed cost 30%+ YoY badhi.
$90.19/bbl
Net import billYoY flat — kyunki petroleum exports ne 43% zyada revenue diya, halanki export quantity 14%+ ghati.
$9.3 B (flat)
Timeline

Timeline

  • Aug 2025 — PPAC provisional data: 19 MMT crude import, $11.7B kharcha.
  • Sep 17, 2025 — The Hindu me report publish hua.
  • Sep 24, 2025 — ET Energy World confirm karta hai production drop aur export surge.
  • Late Sep 2025 — PPAC full import/export data release karta hai.
02 / Kyun matter karta hai

Kyun matter karta hai

Refiners ko margin squeeze lag rahi hai kyunki crude basket $90.19/bbl pe hai — pichle saal se 30% upar — jabki net import bill sirf product exports ki wajah se $9.3B pe bith gaya.

Money

Financial-loss · Direct · High

General Public · Business Executives

Crude import bill $1.8B badhi — petrol-diesel prices upar hogi, consumer ki pocket bind ho jayegi.

Work

Career-impact · Indirect · Medium

Energy Sector Professionals

Refiners ko margin pressure — cost-cutting aur restructuring ki baat hui, energy sector jobs pe asar.

Daily Life

Convenience · Indirect · Medium

General Public

Import costs badhne se strategic petroleum reserve aur fuel subsidy review pe asar — consumers ko kam fayda.

03 / Seedhi baat

Seedhi baat

Seedhi baat
India ka oil import cost ab volume-insensitive hai — har $10/bbl basket move se import bill ~$600M badhta hai chahe volume kam ho ya na ho.

India ne August me crude par $11.7B kharcha — 18% zyada YoY — gadhe import 3% kam kiye bhi. Samjho kyun.

Screenshot ya share kar lo

Verified sources (5)

Evidence behind the crack
Reporting/The Hindu

India's crude oil imports in August fall 3%, spends 18% more

PrimaryPublished Sep 17, 2025Accessed Sep 18, 2026
Reporting/Times of India

India's crude imports down 3% since August last year but bill up 18%

CorroboratingPublished Sep 17, 2025Accessed Sep 18, 2026
Official/Petroleum Planning & Analysis Cell (PPAC), Government of India

Import/Export of Crude Oil and Petroleum Products

PrimaryPublished Sep 1, 2025Accessed Sep 18, 2026
Reporting/ET Energy World

Crude Oil Production Declines Slightly in August, Exports Surge

CorroboratingPublished Sep 24, 2025Accessed Sep 18, 2026
Reporting/WAQT DI AWAZ (replicating the Hindustan Times / The Hindu syndicated report)

India's crude oil imports in August fall 3%, spends 18% more

CorroboratingPublished Sep 17, 2025Accessed Sep 18, 2026

Claims and linked sources

8 claims
ContextVerifiedMedium confidence

West Asia me phir se war pressure — Strait of Hormuz aur Bab el-Mandeb se disruption, freight rates aur war-risk insurance premium badh ke India ke energy sourcing pe heavy daban dal rahe hai.

Linked evidence
NumberVerifiedHigh confidence

India ki indigenous crude production August 2025 me 0.6% gir ke 2.4 MMT pe aayi, to 22.3 MMT total refining me se 19 MMT (thoda zyada) poora imported tha.

Linked evidence

Log kya keh rahe hain

Signal-only · not reporting
Petroleum Planning & Analysis Cell @PPACIndiax

“Provisional data indicates crude oil imports declined 2.9% in August 2025 while POL product exports increased 11.2%.”

Agli story3 min read

Slack can now vibe-code interactive charts and reports inside chats

Agli story padhein