India turns to Venezuela as West Asia disruptions accelerate crude supply diversification

The trace

How it reaches your house.

Starting from Canadian crude oil imports, we walked the supply graph hop by hop to the goods you buy and the companies you own. Each step is the engine’s reasoning, scored for confidence and cited where a source backs it.

1. First impact

   Canadian crude oil imports →Stands to benefit

   Venezuela

   India is explicitly shifting crude purchases toward Venezuela, so Venezuelan supply gains demand as an alternative to disrupted West Asia barrels.

   88% confidence

   Gulf Coast crude oil feedstock (jet fraction) →Stands to benefit

   Venezuela

   India's pivot toward Venezuelan crude raises demand for Venezuela as an alternative supplier; this node's Venezuelan supply link is small at 2.3%, so the transmission is modest but positive for Venezuela.

   78% confidence

   Canadian crude oil imports →Shortage risk

   Saudi Arabia