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Poland Indicts Ex-Orlen Traders as Crypto Trail Deepens in Venezuelan Oil Loss

Prosecutors say use of stablecoins and intermediaries hid hundreds of millions in advance payments and made recovery and oversight questions urgent.

Overview

  • Orlen Trading Switzerland signed late-2023 contracts to buy Venezuelan Merey crude and sent large prepayments to Dubai intermediaries that did not result in full deliveries.
  • Polish prosecutors indicted three former Orlen/OTS managers on Aug. 7, alleging about PLN 1.5bn (roughly $378m) in damage for negligent supervision tied to three contracts.
  • Financial Times reporting on Sept. 15 detailed how much of a $230m advance was converted into Tether (USDT) and moved through intermediaries, with wallet keys reportedly handed over on USB drives in Caracas, complicating tracing and recovery.
  • Former OTS chief Samer A. has been detained in the United Arab Emirates since January 2025 and remains subject to Poland’s ongoing extradition request.
  • Investigators note that added costs for idle tankers and logistics lift the wider estimated hit toward $424m, and the affair raises fresh questions about sanctions risk, crypto use in oil trades, and governance at the state-controlled refiner.