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From India Increases Gulf Crude Imports Via Oman Using Fujairah

How could India's increased Gulf crude imports affect TotalEnergies' operations in Fujairah?

Likely What happens if… A possibility worth considering, not a forecast.

TotalEnergies may benefit from increased crude flow through Fujairah hub India significantly increased its Gulf crude oil imports in September, raising the daily volume from 1.2 million barrels to 2.4 million barrels. This pivot was facilitated by utilizing the land bypass of the Strait of Hormuz to Fujairah, alongside other maritime routes. Since TotalEnergies utilizes the Fujairah pipeline hub for its operations, the increased regional flow of crude oil through this critical transit point could lead to higher operational volumes and activity for the company.

Reported by 1 independent outlet Written Oct 17
Effect
Mild positive
How direct
Brind's reasoning
When
Within weeks
The story
Gone quiet

How it reaches TotalEnergies

Reported by news outletsBrind's reasoning

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The facts so far

As reported. Each one links to where it comes from.

  • Gulf crude oil imports to India increased from 1.2 million barrels a day to 2.4 million barrels per day in September.thehindu.com
  • Gulf oil imports crossed Russian imports to India for the first time since March.thehindu.com
  • The land bypass of Strait of Hormuz to Fujairah helped Gulf oil imports almost catch up to pre-war levels.thehindu.com

Why it matters

For TotalEnergies, the Fujairah pipeline hub is a critical operational asset. An increase in regional crude flow through this hub suggests a potential rise in the volume of oil handled, which directly impacts the company's operational capacity and revenue potential in the region.

This shift reflects a broader structural change in global trade, where shipping routes are increasingly used as instruments of leverage and risk due to conflicts in areas like the Strait of Hormuz and the Black Sea. Major maritime nations are adapting their supply chains to bypass volatile areas, increasing reliance on strategic hubs like Fujairah.

What we don't know yet

  • Will the increased flow be sustained beyond September, or is it a temporary pivot?
  • How will the increased volume affect the pricing dynamics at the Fujairah hub?

What would change this answer

Gulf oil disruptions intensify in OctoberThe reliance on the Fujairah bypass would increase, potentially leading to a stronger positive effect on TotalEnergies' operational volume.
India reduces its pivot toward Gulf oilThe increased transit volume through Fujairah would likely fade, reducing the positive operational impact on TotalEnergies.

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The full eventIndia Increases Gulf Crude Imports Via Oman Using Fujairah Everything aboutTotalEnergies

Brind's analysis is written by AI from the reporting linked above and can be wrong. This explainer is a possibility worth considering, not a forecast: steps marked as Brind's reasoning are not stated in the reporting. It is not investment advice; do your own research.