According to data compiled by Bloomberg from satellite and port sources, the average daily crude oil delivery from Russian seaports in the four weeks prior to 19 October 2025 composed 3.82 million barrels per day. This is on 80,000 barrels more than in the previous four-week period and is the highest level since May 2023.
Reasons for increasing supplies
Analysts identify several key factors:
Increased oil production by Russia under the OPEC+ agreement;
Reduced ability of Russian refineries to process oil, which leads to more volumes being exported;
Growing demand from Asian countries and a shift in logistics to sea deliveries.
Geo-economic implications
The increase in maritime exports provides Moscow with an additional financial resource despite the sanctions.
However, analysts warn that port terminals are already operating at capacity, so further growth may be limited.
For Western countries, this is a signal that the sanctions pressure on the Russian oil sector should be increased not only through restrictions, but also through monitoring of maritime transport.
Context.
Despite the increase in crude oil exports, Russia's overall revenues from fuel and energy exports remain under pressure. In particular, in September 2025 Revenues from fossil fuel exports reached the lowest level since the start of the full-scale invasion, despite the growth of maritime supplies.
Conclusion.
Bloomberg data indicates that Russia has reached a new level of crude oil exports by sea, which is a significant fact in the context of the aggressor state's energy sustainability. However, this is also another signal to the international community that sanctions policy and logistics control need to be adapted to reduce financial revenues to the Russian budget.
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