Russian companies are reportedly increasing their business activities in China, India, Turkey, and other regions, including the Persian Gulf, CIS nations, Africa, and Latin America. This shift appears to be a response to decreased access to European markets, although the specific scale and impact of this expansion remain subject to ongoing observation.

Amin Nasser stated that global oil consumption is increasing, which he said would require countries to seek additional supplies for at least the next two years to replenish inventories.

Maxim Reshetnikov stated that experts have not yet fully assessed the extent of the consequences.

Crude oil exports bypassing the Strait of Hormuz reported a surge in September, despite persistently high global oil prices. Speculation regarding a potential undisclosed fee as the cause of this discrepancy remains unverified.