Russia, US in Talks on Diesel Supply Deal, Novak Says

The signal here is political rather than volumetric: Washington and Moscow discussing a diesel arrangement at all implies sanctions architecture and energy-security priorities may be getting re-sorted, even as no figures or timeline exist. Diesel is the refined product most exposed to disruption, so any Russian barrels re-entering global flows would matter for refiners, freight and fuel-cost-sensitive industries far beyond the two governments. The open question is whether talks produce anything concrete, and whether any supply shift shows up in trade flows rather than just rhetoric.