Seven US senators from both parties said the Trump administration's decision to authorize Russian diesel imports conflicts with a 2022 law banning Russian energy imports and accused it of failing to consult Congress, in a statement on 11 October.

The dispute comes as the war with Iran drives up US fuel prices, which US President Donald Trump has blamed on Ukraine's strikes on Russian refineries. Trump says Russian supplies will help bring prices down, while lawmakers warn that purchases could provide Moscow with revenue to continue its war against Ukraine.

The senators—Republicans Susan Collins, Lisa Murkowski, Thom Tillis, and John Curtis, and Democrats Jeanne Shaheen, Richard Blumenthal, and Ron Wyden—called on the administration to reverse course, saying the US should not provide Russian President Vladimir Putin with “a financial lifeline.”

What the 2022 law requires before the ban can end

The law, signed on 8 April 2022, allows the president to end the import ban only after submitting a certification to Congress. The certification must find that Russia has agreed to pull out its forces and stop the fighting on terms Ukraine's free and independent government accepts, no longer poses an immediate threat of attack to any NATO member, and recognizes Ukrainians' right to pick their own government.

The law also requires consultation with four congressional committees and a report at least 45 days before certification. The termination takes effect 90 days after certification unless a joint resolution of disapproval is enacted into law during that period. The senators allege the administration failed to meet the consultation and reporting requirements. Their statement does not establish whether a certification has been submitted.

Treasury’s license cites sanctions rules, not the 2022 law

The Treasury Department's Office of Foreign Assets Control issued General License No. 135 on 9 October, authorizing certain transactions involving Russian-origin diesel that would otherwise be restricted under US sanctions regulations. It runs until 7 April 2027 and cites sanctions regulations, not the 2022 import-ban law.

Treasury Secretary Scott Bessent defended the deal on Fox News on 11 October, saying the administration would proceed under existing legal authority. He said lawmakers who argued that either the earlier law or the current Lindsey Graham sanctions law prohibited the deal were wrong, and argued the agreement would lower prices, Reuters reported.

How much diesel Trump says Russia will supply

Trump said on Truth Social that Russia would immediately supply more than 300,000 tons of diesel to US and global markets, followed by 500,000 tons in November and 1 million tons after that. He said Russia would deliver another 3 million tons “within a short period of time,” depending on the condition of its diesel refineries. The promised volumes have not been independently verified.

Russia partially lifted its diesel export ban on 10 October, allowing 500,000 tons onto the global market at this stage, the Russian government said, according to state news agency TASS.

A House bill to block Russian oil purchases

Pennsylvania Republican Rep. Brian Fitzpatrick plans to introduce the Ronald Reagan Peace Through Strength Act to block Russian oil purchases and use a discharge petition to force a House vote, Axios reported. The procedure can force consideration of a bill if 218 House members sign. Republican Rep. Don Bacon said he would support the bill and called Trump's decision a serious mistake, according to Ukrainska Pravda.

Barrasso defends the deal. Zelenskyy calls it an investment in war

On CBS's Face the Nation on 11 October, Senate Majority Whip John Barrasso, a Republican from Wyoming, called the deal “another point of leverage” for Trump to use against Putin. Asked whether the decision violated US law, Barrasso said the president was balancing competing priorities and had to make tough decisions.

Ukrainian President Volodymyr Zelenskyy wrote on Telegram on 9 October:

“Allowing Russia to sell petroleum products is an investment in a war that must be ended, not prolonged.”

Trump also expects Ukraine to stop striking Russian refineries under his proposed energy ceasefire, a White House official told Axios. Zelenskyy said Kyiv would halt such strikes if Moscow did the same.

The EU adopted its largest-ever round of sanctions listings on 12 October, targeting the suppliers behind Russia’s war industry, the Council of the EU announced. The bloc acted as Russia keeps killing Ukrainian civilians every day, while US President Donald Trump eases sanctions on Russian diesel.

Russia’s planned winter campaign against Ukraine’s infrastructure depends on arms factories fed by a web of component suppliers and on oil revenue that still flows despite Ukraine’s refinery strikes, so every supplier cut off from that web raises the cost of waging it. As Washington eases off, Europe’s own pressure has a gap: its ports still take record volumes of Russian Arctic gas, and a full ban on long-term contracts starts only in 2027.

Missile suppliers top the list

More than half of the new listings hit the supply chain for ballistic missiles that Russia “uses to kill Ukrainian civilians every day,” EU foreign policy chief Kaja Kallas said in the statement. Russian attacks killed more than 150 people in the past week, Ukrainian President Volodymyr Zelenskyy said on 11 October.

The list names 826 Russian companies, mid-level firms the Council calls the “core” of Russia’s arms industry, with at least €20 billion in yearly turnover, and 743 people who run them. They make parts for missiles, drones, and military aircraft, from semiconductors and radars to explosives and navigation systems. Their assets are frozen, EU firms may not finance them, and the executives may not enter the EU.

Foreign ministers ratified a deal EU envoys reached on 7 October. Ukraine’s sanctions commissioner Vladyslav Vlasiuk said 60% of the listings came from Ukrainian proposals.

Ministers reject the diesel deal

EU foreign ministers in Luxembourg vowed to keep the sanctions despite Trump’s diesel deal with Russian President Vladimir Putin, Euronews reported. Kallas addressed Washington directly as she arrived.

“The US is our biggest ally, but our message is clear: if we want to end this war, the only way we can do this is (by) putting more pressure on Russia,” Kallas said.

Irish Foreign Minister Helen McEntee called the deal “concerning,” and Lithuanian Foreign Minister Kęstutis Budrys said it was “not the European way.” Kallas warned that an energy truce covering only refineries would favor Russia, since Ukraine has one refinery and Russia “plenty.”

Trump announced the diesel deal on 9 October, and the US Treasury waived sanctions on Russian diesel until April 2027. Zelenskyy said the EU would provide about €3 billion more in military aid this week.

Washington presses Kyiv

Trump expects Ukraine to stop hitting Russian refineries under his proposed energy ceasefire, a White House official told Axios. Zelenskyy said Kyiv would halt such strikes if Moscow did the same. On 10 October, Trump told reporters it was time for Ukraine to get a new president. Germany’s foreign minister, Britain’s defense secretary, and a senior lawmaker from Chancellor Friedrich Merz’s party backed Zelenskyy, while the Kremlin sided with Trump.

Zelenskyy offered to hold elections after a 60-day ceasefire, and Kallas said elections are impossible while the war goes on. The Institute for the Study of War assessed that Russia exploits Ukraine’s legal ban on wartime elections to drag out the war.

Donald Trump has presented his agreement with Vladimir Putin as a means of reducing American fuel prices. Yet the Treasury authorisation extends far beyond the announced diesel shipments, opening opportunities for international trade in Russian petroleum products as American investors negotiate the acquisition of Lukoil’s overseas assets.

President Donald Trump’s decision to reopen trade in Russian diesel has implications extending well beyond American fuel prices. The agreement, announced ahead of November’s congressional elections, coincides with negotiations over Russian energy assets and mounting American pressure on Ukraine to suspend attacks against Moscow’s oil infrastructure.

The US Treasury’s General Licence 135, issued on 9 October, authorises transactions involving Russian-origin diesel until 7 April 2027. Unlike Trump’s public announcement, which referred to specific quantities destined for the American market, the licence establishes no corresponding volume ceiling or restriction confining authorised trade to the United States.

Its provisions permit American businesses to participate in eligible international transactions involving Russian diesel, including associated financial and commercial services. Existing sanctions remain formally in force, but an important category of Russian petroleum trade has been reopened.

The arrangement potentially benefits not only Russian producers but also American commodity traders, financial institutions and intermediaries capable of purchasing Russian fuel and distributing it internationally.

Sanctions relief without removing sanctions

The legal mechanism offers Washington considerable flexibility. Rather than formally abandoning restrictions imposed over Russia’s invasion of Ukraine, the administration can authorise selected transactions while maintaining the broader sanctions framework.

Congress’s Lindsey O. Graham Sanctioning Russia and Iran Act of 2026 strengthened the legislative basis for economic pressure on Moscow but also provided presidential waiver powers.

General Licence 135 was issued under existing Treasury sanctions authorities, rather than necessarily through those waiver provisions. Nevertheless, the combined framework leaves the administration substantial discretion over the practical application of economic restrictions.

Washington can consequently maintain its declared sanctions policy while selectively restoring commercial relations with Russia. European governments, which have maintained extensive restrictions on Russian energy, have little influence over such unilateral American exemptions.

The Lukoil connection

The timing becomes more revealing when considered alongside negotiations over Lukoil’s international assets.

American investors have been exploring the acquisition of the Russian company’s overseas operations, including oilfields, refineries, storage facilities and retail distribution networks. The portfolio has been valued at approximately $20–22 billion.

Among the prospective investors is billionaire Todd Boehly, while discussions concerning Russian-American economic cooperation have involved Trump’s representatives Steve Witkoff and Jared Kushner.

An American-controlled acquisition of Lukoil’s international network could complement the commercial opportunities created by the diesel authorisation.

Russian petroleum products could potentially be purchased and marketed through American-controlled businesses, allowing Russian suppliers to retain export revenues while intermediaries earn profits from financing, distribution and resale.

No evidence establishes that General Licence 135 was specifically designed for the prospective Lukoil purchasers, or that Trump personally holds an interest in the proposed transactions. Nevertheless, the parallel negotiations suggest the possibility of an emerging commercial arrangement under which American intermediaries assume a greater role in Russian energy exports.

Ukraine and the conflict of interests

The consequences for Ukraine could be considerable.

Kyiv has expanded attacks against Russian refineries, fuel depots and petroleum infrastructure, seeking to reduce Moscow’s export earnings and disrupt supplies supporting its armed forces.

Trump has repeatedly criticised these strikes, linking them to higher international fuel prices. His administration now has an additional commercial reason to seek their suspension.

On 11 October, Trump announced an energy ceasefire between Russia and Ukraine, although President Volodymyr Zelenskyy indicated that Kyiv had not agreed to such an arrangement.

Ukraine has maintained that any suspension of attacks against Russian energy facilities must be matched by an end to Moscow’s strikes on Ukrainian power infrastructure.

An agreement protecting Russian refineries without equivalent Russian concessions would preserve an important source of Kremlin revenue while depriving Kyiv of military and economic leverage.

A separate accommodation with Moscow?

The immediate political advantage for Trump is apparent. Rising diesel prices have become a concern ahead of the 3 November midterm elections, particularly among farmers and transport businesses. Additional Russian supplies offer the administration an opportunity to demonstrate action on domestic fuel costs.

Yet the six-month Treasury authorisation extends considerably beyond the election, suggesting commercial objectives that cannot be explained exclusively by short-term electoral considerations.

The emerging pattern is one of bilateral economic engagement with Moscow proceeding independently of a settlement in Ukraine. Russian energy trade is being selectively reopened, American investors are pursuing Russian-owned assets, and Washington is seeking restrictions on Ukrainian operations against the infrastructure underpinning those commercial interests.

For European governments, this threatens the cohesion of the sanctions regime. Brussels may continue restricting Russian energy revenues while Washington authorises transactions that restore access to international markets.

The larger prospect is a system in which Russia retains export earnings, American intermediaries acquire profitable commercial positions, and sanctions become instruments of bilateral negotiation rather than coordinated Western pressure.

Trump’s diesel agreement may therefore represent the opening stage of a wider economic accommodation with Putin, negotiated while Russia continues its war against Ukraine and without any corresponding Russian commitment to withdraw from occupied territory.

Estonia’s answer to the US-Russia diesel agreement: deals with dictators lead to hell. Prime Minister Kristen Michal wants the European Council to discuss giving Ukraine more aid so it can destroy Russia’s oil refineries, after sharply criticizing the US decision to strike a diesel deal with Russia, ERR reports.

Washington has eased sanctions on Russian diesel, a move Ukraine says funds a war that has killed more than 80 Ukrainian civilians in two days. Estonia’s answer is to go the opposite way and help Ukraine hit the source of that fuel, the refineries, harder.

"It is worth discussing in Estonia and at the European Council next week whether we can quickly contribute more to Ukraine so they can blast Russia's oil refineries to smithereens," Michal says.

He casts the US deal as a historic error. Innocent people are being killed for gas and fuel money, Michal warns, saying that the promised fuel may never arrive. For years, the US urged allies to drop Russian fuel, and Estonia did, so cutting Moscow’s revenue must continue, not reverse, he adds.

Mihkelson: Russia's strategic goals remain unchanged

Meanwhile, Marko Mihkelson, chair of the Riigikogu Foreign Affairs Committee, says that Russia's strategic objectives remain the same as they were before: to rebuild its empire, beginning with the subjugation of Ukraine, and to dismantle the Euro-Atlantic system of collective defense.

"That is why European allies still have only one way to prevent this war of aggression from spreading: to do everything possible to ensure that Russia’s strategic objectives fail and that the imperial wars launched by the Kremlin end in defeat," he says.

This clear strategic objective should also serve US interests, he continues, adding that "Russia’s long-standing ambition, pursued in concert with China and Iran, to undermine America’s global leadership is entering a decisive phase."

Australia has no need to buy fuel from Russia, despite US President Donald Trump’s move to bring Russian diesel back to world markets. Climate Change and Energy Minister Chris Bowen says that imports from Russia will remain banned to ensure the country does not benefit from its invasion of Ukraine, Bloomberg reports.

Trump has agreed with Russia's President Vladimir Putin to release Russian diesel onto global markets, a move Ukraine says funds a war that has killed more than 80 Ukrainian civilians in two days.

“We don’t need or want Russian fuel in Australia. We do not want Vladimir Putin to benefit from this war in the Middle East. What the United States does is a matter for them, but we won’t be changing our approach,” Bowen said.

The deal Australia is turning down

Trump announced on 9 October a series of cargoes beginning this month totaling about 13.5 million barrels of Russian diesel. The release upends years of sanctions, as the White House looks for ways to tame soaring fuel prices before the US midterm elections.

Bowen draws a clear line between that approach and Australia’s. What the US does is its own affair, he stresses, but Canberra will maintain its arrangements with trading partners to keep Russian fuel out of the market.

Enough fuel to hold the line

Australia can hold out without Russian supply, Bowen argues. The country has 43 days’ worth of petrol, two days more than a week earlier, and 31 days’ worth of diesel, one day less, he notes.

He adds that Australia stays in close contact with domestic refiners to keep them running at full capacity. The stance lets Canberra wait out high prices rather than buy fuel that would send money to Moscow.

Australia’s fuel costs have stayed high since the war between the US and Iran disrupted shipping through the Strait of Hormuz, the route that normally carries about a fifth of the world’s oil and gas.

Washington has put its sanctions on Russian diesel on hold. The US Treasury has authorized the sale, delivery, offloading, and import of Russian-origin diesel fuel, effectively suspending sanctions on that trade until 7 April 2027, the Office of Foreign Assets Control (OFAC) said on its website on 9 October.

The waiver lets Russian diesel back onto world markets and, Ukraine argues, hands Moscow fresh revenue for its war, which has killed more than 80 Ukrainian civilians in two days. Until now, it was unclear whether Washington would roll back the sanctions it imposed on Russia in 2022.

OFAC has issued the measure as General License 135, signed by the office’s director, Bradley Smith, according to the report. It authorizes transactions in Russian-origin diesel that sanctions would otherwise block.

The license sets one limit. It does not permit any debits from accounts at US financial institutions held by Russia’s central bank, its National Wealth Fund, or its finance ministry, the document says.

Trump’s promise of cheaper fuel

On 9 October, US President Donald Trump wrote on Truth Social that Russia would immediately supply more than 300,000 tons of diesel, then 500,000 tons in November, and another million tons right after.

Moscow would later send the US up to 3 million more tons, depending on the state of Russia’s refineries, Trump added, framing the deal as a way to bring down energy prices.

Why the volumes fall short

Analysts say the amounts are too small to move prices much. Together, the first tranches would cover about a day and a half of US demand, while US diesel use alone runs near 16 million tons a month. Experts read the move as politics ahead of an election rather than a real shift in the market, pointing out that Trump cited volumes in tons, which look larger than the barrels traders track.

The deal drew fury in Kyiv, and President Volodymyr Zelenskyy called it a weak decision by strong partners. The EU is moving the other way, with ambassadors approving the bloc’s largest sanctions package against Russia’s war machine, due for final adoption on 12 October.

US President Donald Trump said on 9 October that he had agreed with Russian leader Vladimir Putin to bring Russian diesel to world markets to lower energy prices. However, energy analysts say the deal, which drew fury in Ukraine, is unlikely to lower diesel prices meaningfully, CNN reports.

Trump wrote on social media that Putin would “immediately supply” more than 300,000 tons of diesel, with another 500,000 tons in November. Together, those volumes would cover about a day and a half of US demand, according to the US Energy Information Administration.

Meanwhile, former head of the Center for Countering Disinformation Andrii Kovalenko says that US diesel consumption alone is about 16 million tons per month, and global consumption is roughly 120 million tons.

The US experts read the move as politics more than a market shift. Trump spoke in tons rather than barrels because the figure looks bigger to an ordinary observer, said Dan Pickering, founder of Pickering Energy Partners, calling it “more politics than a game changer.”

Doubts Russia can even deliver

Former US officials question whether Putin holds the diesel Trump described, as Ukrainian strikes strain Russia’s refineries. A former senior State Department official says it hardly matters whether the fuel arrives, because Putin “has already achieved the result he wants,” with Trump believing he has a pre-election card that could move markets.

Even if the fuel flows, it would be a temporary measure. Gregory Brew of Eurasia Group says that he suspects Putin expects Ukraine to halt its strikes on Russian refineries in return, and that he cannot imagine Zelenskyy agreeing.

A win for Putin without conditions

For Putin, the gain is plain, Kovalenko says: he pushes for sanctions relief and for no new US sanctions, all without any demand to end the war in Ukraine.

"Trump’s bet was more on the news itself, driving prices down somewhat, because, in reality, figures like these shouldn’t bring prices down," Kovalеnkо believes.

He adds that Trump will "make a big fuss about diesel ahead of the elections, nothing more," and that the average American is unlikely to feel any lasting effect.”

Earlier, Ukrainian President Volodymyr Zelenskyy warned that allowing Russia to sell petroleum products abroad without securing a lasting de-escalation agreement would help finance Moscow's war against Ukraine.

He criticized the decision, calling it "a birthday gift for Putin," per Axios.

The next day after the announcement, Russia launched six bombs on Zaporizhzhia, killing 17 people.

A Russian air strike with guided bombs on the southeastern city of Zaporizhzhia has killed at least 17 people, including three children, according to Ukraine’s State Emergency Service. Ukrainian President Volodymyr Zelenskyy has tied the attack to a US decision to let Russian diesel reach world markets without demanding Moscow halt its strikes on Ukraine first.

On 9 October, President Donald Trump said that Russia would immediately supply more than 300,000 tonnes of diesel fuel to the US and global markets, a further 500,000 tonnes during November, and 1 million tonnes immediately thereafter. The move has already drawn criticism from US lawmakers in both parties.

“Today, Russia expressed its gratitude for the lifting of sanctions on diesel exports by dropping five guided aerial bombs on residential buildings in Zaporizhzhia,” Zelenskyy wrote on Telegram.

Zelenskyy vows to keep hitting refineries

These figures were accurate at the time the post was written. Later, the State Emergency Service reported that the death toll had risen by two. Meanwhile, Zelenskyy stated that Ukraine would not stop striking oil refineries that bring additional revenues for the Kremlin, which spends them on the war.

“There will be responses to Russian attacks. Thank you to everyone who is helping,” Zelenskyy concluded.

According to Zelenskyy, two of the injured are in critical condition, and doctors are fighting to save their lives. Information is also being verified regarding another 12 people who may have been at the strike site.

“Thirteen of our regions came under attack overnight. Residential buildings, infrastructure, and railway facilities have been damaged,” the Ukrainian leader said.

More pressure on Kremlin

Zelenskyy stressed that the latest Russian strikes further demonstrate the need to increase pressure on Russia. In his view, easing restrictions is interpreted by the aggressor as a signal that it can continue the war and attack Ukrainian cities.

“This night provided yet another confirmation that Russia interprets any easing of pressure as a signal that it can supposedly continue fighting and that it can supposedly drop bombs on cities,” he emphasized.

He also noted that Ukraine’s long-range strike capabilities are inflicting such losses on Russia and stressed that Ukraine would respond to Russian attacks.