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Russia resumes diesel exports to Türkiye, Brazil, after Trump lifts sanctions on fuel supplies, boosting Moscow’s war revenue – Reuters

20 October 2026 at 22:04

A Russian oil tanker, illustrative image. Photo via Wikimedia.

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 remain below last year's levels

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.

US seeks to ease diesel prices

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. 

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Trump Shelves Russia Sanctions Weeks After Signing Them Into Law

17 October 2026 at 09:45

President Donald Trump has waived sweeping sanctions and tariffs targeting Russia’s energy revenues, invoking national interest provisions in legislation passed only last month. The decision follows his controversial diesel agreement with Vladimir Putin and threatens to deepen divisions with Congress and European allies over economic pressure on Moscow.

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.

Sanctions established but immediately suspended

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.

Diesel agreement shapes Washington’s decision

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.

Congressional opposition and European concerns

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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Russia quietly grows fleet that funds its war: one shell firm in Marshall Islands buys two gas tankers from Chinese and Greek owners

10 October 2026 at 16:11

Two weathered cargo ships sail across a dark sea beneath heavy storm clouds.

Ukraine has published data on 20 vessels that carry Russian oil and liquefied natural gas or refuel the sanctioned fleet, parts of the logistics network the Kremlin uses to fund its war, Ukraine's Defense Intelligence reports. All 20 are under British or Ukrainian sanctions, and only one faces US restrictions.

Russia’s shadow fleet runs on roughly 500 aging ships of uncertain ownership that dodge sanctions and keep oil money flowing. That seaborne oil trade is worth more than 80 billion euros a year.

The headline vessel is the Russian ship Portovyy, an LNG carrier and floating gas store owned by the sanctioned Gazprom since 2021, according to the agency. On 15 August 2026, it left the Gulf of Finland with Russian LNG for the first time since November 2021, sailing the Northern Sea Route to the Chinese port of Beihai to unload.

Portovyy is now at the Zhoushan Huafeng Shipyard in China, which has been set as the site for its maintenance, intelligence says, an example of the foreign yards Kyiv wants closed to the sanctioned fleet.

Russia buys up gas carriers through shells

Two more gas carriers show how Moscow expanded the fleet in spring 2026 through front companies, intelligence said. The Avacha, once owned by China’s Jovo Energy, was bought by the little-known Tudor Maritime of the Marshall Islands, took the Russian flag in June, and now ships gas from the Arctic LNG 2 project to Beihai.

The Chaivo, formerly owned by Greece’s Maran Gas Maritime, was also bought by Tudor Maritime and moved under the Russian flag in July. Now it carries cargo to Beihai from a floating gas storage facility off Kamchatka, intelligence says.

A call to close the loopholes

Intelligence urged partners to act together: tighten control over sales of commercially owned ships, block servicing of the sanctioned fleet at foreign yards, and cut off the energy revenue that Russia turns into weapons against civilians.

Russia is building ice-class ships at home and, at the same time, widening its shadow fleet through offshore networks. The UK Foreign Office made the same point on 1 October, saying Moscow is assembling a new shadow fleet to keep its gas revenues flowing.

Seoul backs Ukraine, but sanctioned tankers carried fuel from South Korea to Russia

6 October 2026 at 16:37

Seven tankers made 14 trips from South Korea to Russia's Far East in July and August, carrying more than 176,000 metric tons of fuel, most of it diesel, the Guardian found in a 6 October analysis of port records and ship-tracking data. The UK and EU have sanctioned three of the ships, and one loaded its fuel from another tanker at sea off South Korea instead of at a terminal.

Ukrainian strikes have cut Russia's fuel output as Moscow scrambles for supplies, while fuel loaded at South Korean ports has flowed to Russia. Loadings began to surge in July, the same month South Korean President Lee Jae-myung pledged $100 million for Ukraine's reconstruction, the Guardian reported. That creates a tension in Seoul's policy toward the war: South Korea has provided Ukraine with humanitarian and non-lethal aid but ruled out sending weapons directly, while the fuel trade appears legal under South Korean law even though three of the tankers are under UK and EU sanctions.

Russia imported 368,000 metric tons of oil products by sea in August, 112,000 of them from South Korea, according to Kpler data analyzed by the Centre for Research on Energy and Clean Air (CREA) and cited by the Guardian. CREA's own August report gives 172,000 metric tons in total, including 18,000 from South Korea. Neither explains the gap.

Where the tankers said they were going

The Layla, a tanker under UK and EU sanctions, made two voyages from Ulsan to Vladivostok, carrying a total of 57,000 metric tons of diesel. It left South Korea on 19 July and 10 August. On the first trip, it told South Korean authorities it was bound for Vladivostok; on the second, it declared Niigata, Japan, but sailed to Vladivostok again.

The Astoria, a Russian-flagged tanker under UK, EU, and Australian sanctions, loaded nearly 11,000 metric tons of fuel at Ulsan on 1 August. It declared Japan as its destination but sailed to Vladivostok.

The Chongchon did not berth at a South Korean port. Instead, it took about 26,000 metric tons of fuel from the unsanctioned Celeste I at an anchorage off Yeosu in early August. It declared Singapore as its destination but headed to Vladivostok. The owners and managers of the four tankers did not respond to the Guardian's requests for comment.

Map of sanctioned tankers' voyages from South Korea to Vladivostok
Source: Guardian analysis of port records and ship-tracking data; sanctions listings: OpenSanctions. Map: Euromaidan Press

Why Russia needs the fuel

Ukrainian drone strikes have severely disrupted Russia's refining capacity, the Guardian reported. In July, Ukraine's General Staff said the strikes had knocked out 42% of Russia's refining capacity, costing the industry billions of dollars.

Russian refinery throughput fell in June to its lowest level in more than 20 years, and diesel output is down nearly 30% from a year earlier, the International Energy Agency said, according to the Guardian.

Russia has also restricted fuel exports to protect domestic supplies, extending its diesel export ban until the end of October; on 2 October, Deputy Prime Minister Alexander Novak said Moscow could consider partially lifting the ban if there was overproduction, according to the Moscow Times.

Responses to the shipments

Seoul's non-lethal aid has included helmets, body armor, and demining vehicles, and in 2023 it pledged $2.3 billion in support, mostly in loans.

Isaac Levi, an analyst at CREA, told the Guardian:

"It is shocking that EU-sanctioned tankers loaded fuel at South Korean ports and carried it to Russia. This undermines the sanctions regime and South Korea's support for Ukraine."

South Korea's Foreign Ministry did not address the shipments or the sanctioned tankers. In a statement, it said the government supports international efforts to help end the war in Ukraine and bring about a peaceful recovery. The ministry said it was strictly enforcing its export controls and had expanded them to cover 1,402 non-strategic items with high potential for diversion to military use. The UK Foreign Office did not answer the Guardian's questions about UK-sanctioned tankers using South Korean ports, saying only that it remains committed to monitoring its sanctions.

Ties between Kyiv and Seoul are also strained over Ukraine's disclosure of its transfer of two North Korean prisoners of war to South Korea, which Seoul said should have remained private.

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