TREE NEWS update: Russian Deputy Prime Minister Alexander Novak said Russia will supply diesel to the United States and global markets, with the first export cargoes already being shipped. Russia could raise diesel exports to 3.5 million tonnes per month by the end of the year, Novak said.
Russia to Supply Diesel to US and Global Markets, Novak Says
The signal here is about flows, not volumes: Russian diesel reaching the US again points to a market where supply logistics are reordering around availability rather than politics. That matters most for refiners and fuel buyers who had priced in continued redirection of Russian barrels. Whether the ramp to the cited monthly rate actually materializes — and whether US buyers keep taking the cargoes — is the open question.
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