Russian diesel exports doubled after the easing of US sanctions, although none of the tankers sent reached the US. In October, Russia supplied 271 thousand barrels per day abroad compared to 135 thousand in September.
The main recipients of additional volumes were Brazil and Turkey. A two-week pause in attacks on refineries allowed organizations to restore some of their capacity and increase oil refining. At the same time, Washington allowed activity with Russian diesel until April 2027, hoping to increase global supply and reduce prices on the American market.
However, even after the doubling of supplies, Russian exports remained significantly lower than previous levels: the average October volume over the past five years was about 700,000 barrels per day. The main obstacle to direct supplies to the United States has been opposition in the middle level of the state government: members of Congress and governors from the Democratic Party have come out strongly against any dealings with Russian fuel.
At the same time, the White House believes that the deal brings results: additional amounts of diesel enter the world market and reduce pressure even without direct imports to the United States. Additional dynamics will depend on the reliable operation of Russian refineries.