If implemented, India’s refiners would need to replace incremental Russian barrels with alternative grades, shifting procurement toward Middle East and other suppliers and potentially raising delivered crude costs versus discounted Russian supply. The statement also signals the U.S. is treating India’s Russian-oil purchases as a live trade-and-sanctions issue, increasing the likelihood of tighter compliance expectations for shippers, insurers, and banks facilitating India-linked crude flows. Near-term contracting and shipping decisions for March–June 2026 cargoes may need to be reworked if counterparties begin restricting Russia-origin volumes to India based on this asserted commitment.