The World’s Last Wave of Oil Refining Bets Is All About India

  • Nation plans to lift processing capacity more than 20% by 2028
  • Gasoline demand aided by slower adoption of electric vehicles

Oil tanker trucks outside an oil refinery in Mumbai, India.

Photographer: Dhiraj Singh/Bloomberg
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The world is on the cusp of what’s likely to be the last big refining boom as India embarks on a capacity expansion to accommodate the country’s rising thirst for fossil fuels.

The South Asian nation has set in motion a building blitz at its oil refineries to raise production of traditional transport fuels such as gasoline and diesel, which could lift capacity by more than 20% over the next five years. Rystad Energy puts the cost of additions at around $60 billion.