Commodities January 27, 2026

HPCL Eyes Venezuelan Crude as It Prepares to Ramp Up Heavy-Oil Processing

State refiner seeks new feedstock options as Barmer refinery nears start-up and residue upgradation capacity comes online

By Sofia Navarro
HPCL Eyes Venezuelan Crude as It Prepares to Ramp Up Heavy-Oil Processing

Hindustan Petroleum Corp Ltd (HPCL) is exploring Venezuelan crude for the first time as it prepares to boost heavy oil processing in the fiscal year beginning in April. Chairman Vikas Kaushal said the company is adding flexibility to its system with two new facilities and plans to begin processing at the Barmer refinery this month, which would elevate its position among state-run refiners.

Key Points

  • HPCL is seeking Venezuelan crude for the first time to raise heavy crude processing as fiscal year starts in April.
  • The company plans to start crude processing at its 180,000 bpd Barmer refinery by the end of the month, positioning HPCL as the second-largest state-run refiner.
  • HPCL operates refineries in Mumbai (190,000 bpd) and Vizag (300,000 bpd), holds a 48.99% stake in HPCL-Mittal which runs the 226,000 bpd Bathinda refinery, and HPCL Mittal is increasing Bathinda capacity by 10,000 bpd.

Hindustan Petroleum Corp Ltd (HPCL), the Indian state-run refiner, is actively seeking Venezuelan crude to expand its heavy-oil processing capability, company Chairman Vikas Kaushal said on Tuesday.

Speaking on the sidelines of the Indian Energy Week conference in Goa, Kaushal said the move marks the first time HPCL has looked for Venezuelan oil. "We are trying to build more flexibility in our system as we have two new facilities, so we can raise heavy crude processing," he told reporters, referencing the residue upgradation facility at Vizag and the Barmer refinery.

The interest in Venezuelan barrels comes as Indian refiners evaluate crude being offered by trading houses Vitol and Trafigura under a U.S.-mandated sale, which followed Washington's capture of Venezuelan President Nicolas Maduro earlier this month, according to the account provided at the event. Kaushal confirmed HPCL is "looking for Venezuelan oil, something we have not processed in the past."

HPCL also intends to bring crude processing online at its 180,000 barrels-per-day (bpd) Barmer refinery in Rajasthan by the end of the month. If that timeline holds, the refinery would make HPCL the second-largest state-run refiner in India, behind Indian Oil Corp and replacing Bharat Petroleum Corp in that ranking.

Kaushal said HPCL has recently processed Brazilian Tupi crude and has increased throughput of West African oil. He was explicit about the company’s stance on Russian supplies, stating: "We are not touching sanctioned Russian crude."

HPCL’s current refining footprint includes a 190,000 bpd facility in Mumbai, western Maharashtra, and a 300,000 bpd refinery at Vizag in Andhra Pradesh. The company also holds a 48.99% stake in HPCL-Mittal Energy Ltd, the operator of the 226,000 bpd Bathinda refinery in Punjab. HPCL Mittal is undertaking a capacity increase at Bathinda of 10,000 bpd, the company said.

The statements outline HPCL’s short-term operational priorities: increase heavy-crude processing flexibility through new facilities, evaluate alternative crude sources such as Venezuelan barrels being offered on the market, and bring the Barmer refinery into production within weeks.


Impacted sectors: refining, upstream crude procurement, trading.

Risks

  • Uncertainty around procurement: Venezuelan crude being offered under a U.S.-mandated sale follows a recent capture of Venezuela's president, creating potential legal and political complexity for refiners and traders - impacts crude trading and procurement.
  • Timing risk for Barmer start-up: HPCL hopes to begin processing at the 180,000 bpd Barmer refinery by the end of the month, which is subject to operational execution - impacts refining throughput and state-run refinery rankings.
  • Feedstock compatibility and operational risk: Increasing heavy crude processing depends on the performance of new facilities such as the Vizag residue upgradation unit and the Barmer refinery - impacts refining operations and margins.

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