In October 2025, the average daily crude oil production in the Russian Federation rose to 9.41 million barrels per day, which is 43,000 barrels more than in September. Despite this slight increase, the figure remained 70,000 barrels below the approved OPEC+ quota, which includes additional cuts to compensate for previous overproduction.
This is reported by Business • Media
Sanctions and Drone Attacks Undermine Russia’s Energy Sector
Russia’s oil production is negatively affected by strict international restrictions, including new U.S. sanctions imposed on the largest oil companies in the Russian Federation. Additional threats to the energy infrastructure arise from Ukrainian drone attacks on strategic targets of the aggressor. If Russia fails to ensure stable oil sales for companies under sanctions or does not timely restore the operation of oil refineries, it will have to halt production at certain fields. This could lead to damage to oil wells and result in a long-term reduction in production potential.
Global Markets: Australia, Japan, and India Change Approaches to Imports
Australia, which has refused direct purchases of Russian energy resources since the beginning of Russia’s full-scale invasion of Ukraine, imported over 3 million tons of Russian oil products through third countries in 2023. This was due to loopholes in the sanctions legislation that allowed for circumventing restrictions. Thus, these purchases indirectly support the Russian oil industry and fill the Kremlin’s budget.
The Japanese Ministry of Economy, in response to U.S. sanctions against “Rosneft,” stated that foreign energy projects, including the Russian “Sakhalin-1,” remain key to the country’s energy security.
Meanwhile, new U.S. sanctions against the Russian Federation will come into effect on November 21, 2025, after which all operations with “Rosneft” and “Lukoil” must cease. Against this backdrop, India’s state-owned refineries are changing their import strategy, gradually replacing Russian oil with supplies from the U.S. and the Middle East. In particular, two Indian refineries recently purchased 5 million barrels of crude oil on the spot market, including American WTI, Murban from Abu Dhabi, and Basra Medium.