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?

1. Lower fuel prices: Petrol prices fell by 1.8% MoM, encouraging more consumption.
2. Improved activity: Reopening of schools and seasonal demand helped boost sales.
3. Higher car sales: More vehicles on the road pushed petrol and diesel demand.
4. 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 →