Pakistan’s Petroleum Sales Pick Up in August 2025
Despite heavy rainfall across the country, Pakistan’s petroleum sales showed solid growth in August 2025, giving a positive signal for both economic activity and energy demand.
Key highlights from August 2025
- Total sales: 1.30 million tons, up 7% YoY and 6% MoM.
- Petrol (MS): 0.67 million tons, up 10% MoM and 8% YoY.
- High-Speed Diesel (HSD): 0.52 million tons, up 3% MoM and 14% YoY.
- Furnace Oil (FO): 0.02 million tons, up 21% MoM but down 71% YoY, reflecting lower power generation needs during the monsoon season.
Why the growth?
- Lower fuel prices: Petrol prices fell by 1.8% MoM, encouraging more consumption.
- Improved activity: Reopening of schools and seasonal demand helped boost sales.
- Higher car sales: More vehicles on the road pushed petrol and diesel demand.
- Less smuggling: Curtailment of smuggled fuel from Iran supported local sales.
Company-wise breakdown
- PSO led the pack with 0.55 million tons, up 8% MoM but only 4% YoY.
- APL grew 14% MoM, though sales were slightly down YoY.
- Shell Pakistan (SHEL) posted a strong 16% YoY growth, showing solid momentum.
- Hascol remained small in market share, with flat YoY performance.
Bigger picture
In the first two months of FY26 (Jul–Aug 2025), total petroleum sales reached 2.52 million tons, up 5% YoY. Petrol and diesel drove the growth, while furnace oil demand kept shrinking due to reduced reliance on oil-based power generation.
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The petroleum sector is showing resilience, supported by better demand and reduced smuggling. Petrol and diesel remain the growth drivers, while furnace oil continues to lose relevance.
Source: Arif Habib Limited
⚠️ This post reflects the author’s personal opinion and is for informational purposes only. It does not constitute financial advice. Investing involves risk and should be done independently. Read full disclaimer →
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