The first Russian diesel tanker under the new deal between Russia and the United States is now heading for New York with a 40,000-metric-ton cargo, enough to cover barely two hours of American demand.
The deal began with a phone call, in which Russian President Vladimir Putin seems to
Russian diesel shipments are returning to Türkiye and Brazil after Moscow lifted its export ban and the US temporarily suspended sanctions on Russian fuel supplies, Reuters reported on 20 October, citing shipping data from Kpler and LSEG.
The resumption of exports gives Russia another source of revenue to support its war against Ukraine, allowing Moscow to profit from fuel sales despite the domestic shortages that prompted its export ban. The US sanctions relief is helping Russia restore access to international buyers while its full-scale invasion continues.
According to Reuters, at least two tankers carrying Russian diesel have departed the Baltic port of Primorsk for Türkiye and Brazil in recent days. Each vessel is carrying around 300,000 barrels, according to Kpler data cited by Reuters. Morocco has also resumed importing Russian diesel since the export ban was lifted.
Russia ended its self-imposed diesel export ban on 9 October after reaching a deal with US President Donald Trump to resume fuel supplies to global markets. Moscow had introduced the ban to address domestic shortages triggered by Ukrainian drone attacks on Russian oil refineries.
Those supply problems have not been resolved, but the US temporarily lifted sanctions on Russian fuel supplies as part of the deal, allowing Moscow to prioritize export opportunities despite domestic shortages. EU and UK embargoes on Russian fuel imports remain in force.
Russian diesel exports averaged around 345,000 barrels per day in 2026 so far, down 41% from the previous year, according to shipping data cited by Reuters. Exports had already fallen during the summer before Moscow imposed its ban.
Türkiye accounted for around 34% of Russian diesel loadings this year, followed by Brazil at 24% and Morocco at 10%, Kpler data showed.
Trump said Russia would initially export 300,000 metric tons of diesel, followed by 500,000 tons in November and 1 million tons afterward. Russian Deputy Prime Minister Alexander Novak said Moscow could raise exports to as much as 3.5 million metric tons per month by the end of the year.
The deal comes as Trump seeks to present a picture of bringing down diesel prices ahead of the US midterm elections on 3 November. Fuel prices have risen amid disruptions to global energy supplies caused by Trump's war with Iran, which has shaken oil markets and raised concerns about supply routes.
Trump has blamed Ukraine's attacks on Russian oil infrastructure for driving up energy prices, despite the broader market disruption caused by his war with Iran. The Russian diesel deal offers a way to increase global fuel supplies, but also allows Moscow to earn revenue from exports while its war against Ukraine continues.
However, the volumes from Russia initially outlined by Trump would cover only a small share of the global supply shortfall.
President Donald Trump has suspended the implementation of sweeping American sanctions against Russia, using presidential waiver powers to prevent penalties approved by Congress from taking effect just weeks after he signed them into law.
The executive order issued by the White House on Friday, 16 October, suspends tariffs of up to 500 per cent on Russian imports, alongside penalties targeting major purchasers of Russian oil and gas. It also waives numerous financial and commercial restrictions intended to reduce Moscow’s ability to finance its war against Ukraine.
The decision comes two days before the 18 October deadline for implementing key provisions of the Lindsey O. Graham Sanctioning Russia and Iran Act of 2026, which Trump signed on 18 September. The legislation was named after the late Republican senator Lindsey Graham, who had championed tougher economic measures against Russia.
The presidential order formally establishes the tariff increases required by the legislation while simultaneously suspending their application.
Under the law, Russian imports into the United States would face additional duties of 500 per cent. A separate provision would impose 100 per cent tariffs on goods imported from the five largest purchasers of Russian crude oil and natural gas if those countries knowingly made new purchases from 18 October, subject to specified conditions and exemptions.
Another provision targets countries identified as leading facilitators of Russian oil sanctions evasion, potentially exposing their exports to similar American penalties.
Trump invoked Section 115 of the legislation, which permits the president to waive sanctions and tariffs after certifying to Congress that doing so serves the national interests of the United States.
The order confirms that the certification and an accompanying explanatory report have been submitted to Congress. However, the publicly released document provides no detailed justification for suspending the measures.
The waivers will remain in effect until the president or designated senior officials decide that further action is appropriate. Existing sanctions imposed under earlier executive orders are explicitly preserved, meaning the decision does not remove all American restrictions against Russia.
Nevertheless, the order prevents the new legislation’s principal economic penalties from operating at a time when Congress had sought to intensify pressure on Moscow.
The suspension follows Trump’s agreement with Putin to facilitate renewed Russian diesel exports, announced on 9 October as part of an effort to reduce international fuel prices.
As EU Today previously reported, the agreement envisages an immediate release of more than 300,000 tonnes of Russian diesel, followed by additional shipments in November and subsequent months. Washington also authorised certain transactions involving Russian diesel until April 2027.
The arrangement has raised questions about the relationship between the administration’s energy policy and sanctions intended to constrain Russia’s war economy.
Diesel prices have become an increasingly important domestic political issue ahead of the American congressional elections on 3 November. The war involving Iran and disruptions to international energy supplies have contributed to exceptionally high fuel costs, creating additional pressure on the administration.
The White House hopes additional Russian supplies will relieve pressure on international markets. However, energy analysts have questioned whether the quantities involved will materially affect American prices, particularly before the elections.
The latest waiver also removes the immediate threat of punitive tariffs against major Russian energy customers, including China and India, which had objected to the proposed measures.
The decision is likely to intensify opposition within Congress, where the sanctions legislation attracted substantial bipartisan support.
Earlier this week, 12 senators, including six Republicans, called on Trump to reverse his diesel agreement, arguing that allowing Russian fuel back onto international markets would provide Moscow with additional revenue for its military operations.
Democratic Senator Richard Blumenthal, who helped develop the sanctions legislation, criticised the diesel arrangement as contrary to Congress’s intention to strengthen economic pressure on Russia.
The decision also exposes a widening divergence between Washington and Brussels.
At the European Council meeting on Friday, European Commission President Ursula von der Leyen and European Council President António Costa reaffirmed that EU sanctions against Russia would remain in place until Moscow ended its war against Ukraine.
Costa declared that the present circumstances required increased pressure on Moscow rather than a relaxation of existing restrictions. The European Union is also preparing a 22nd sanctions package while considering additional financial support for Kyiv.
For Ukraine, the decision means that Russia will continue to benefit from energy exports and the international trade that helps finance its war. Instead of tightening restrictions on these revenues, Washington has suspended measures specifically intended to cut them.
The timing is particularly significant. While Trump is pressing Kyiv to halt attacks on Russian oil refineries and other energy facilities, Moscow continues its strikes against Ukrainian cities and civilian infrastructure. Zelenskyy has argued that Ukraine cannot be expected to stop targeting Russia’s energy sector while Russian attacks on Ukrainian infrastructure continue.
Although Trump can reinstate the sanctions, his decision removes the immediate threat of additional penalties against Russia and its principal energy customers. It also places Washington increasingly at odds with its European allies. Brussels remains committed to maintaining and expanding sanctions against Moscow, while the White House is now giving priority to reducing American fuel prices, even if that means easing economic pressure on Russia.
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