A Malta-flagged tanker carrying Russian diesel is heading for New York after the fuel deal between US President Donald Trump and Russian President Vladimir Putin, Reuters reported in an exclusive on 23 October, citing LSEG shipping data. Two weeks earlier, the US Treasury temporarily waived sanctions on Russian diesel.

The tanker is due in the US on 7 November, four days after Americans vote in the midterms. So the first US-bound cargo cannot reach American pumps before the election. Energy analysts also doubt the deal will lower diesel prices meaningfully. US fuel prices rose mainly because the war with Iran disrupted shipping through the Strait of Hormuz. Trump, however, has blamed Ukraine’s strikes on Russian refineries.

Loaded on the day Moscow promised

The medium-sized tanker Agioi Fanendes took on 40,000 metric tons of ultra-low sulfur diesel at the Baltic port of Primorsk on 22 October, shipping data showed. In March, Ukraine’s General Staff said its drones hit the Transneft oil terminal at that same port.

A day before the loading, Russian Deputy Prime Minister Alexander Novak announced that the first tanker would sail for the US on 22 October. He pledged more shipments and said Russia would meet US needs within its capabilities.

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From a pledge to a partial lift

On 9 October, Trump wrote that Russia would immediately supply over 300,000 tons of diesel “to the American and Global Marketplace.” Another 500,000 tons would follow in November, then 1 million tons “immediately thereafter.”

Moscow had banned diesel exports on 8 July, after Ukrainian drone strikes shut down refineries and caused fuel shortages inside Russia. The Russian government stated on 10 October that it had partially lifted the ban, clearing 500,000 tons for the world market at this stage. Russian diesel shipments to Türkiye and Brazil have since resumed, boosting Moscow’s war revenue.

Trump has made other moves to cut diesel prices before the vote, Reuters reported. He waived parts of a new sanctions law against Russia. He also threatened Europe with a US diesel export ban unless countries released more fuel from their emergency reserves.

US President Donald Trump wrote in a Truth Social post on 18 October that he did not want to “drive, foolishly, Russia away from the bargaining table.” He also wrote: “Signing that document at this time will do that, and I can sign it later, or any time that I want!”

Trump was referring to sanctions and tariffs under the Lindsey O. Graham Sanctioning Russia and Iran Act of 2026, which he waived in an executive order on 16 October, days before the measures were due to take effect. The waiver suspends additional economic penalties intended to pressure Moscow over its war against Ukraine, while leaving earlier US sanctions in place. The decision came weeks before the 3 November midterms, in which Republicans are defending slim majorities in both chambers, and analysts said the penalties could have pushed up oil prices for Americans already paying more, largely because of the US-Israeli war with Iran, Reuters reported.

Trump says Zelenskyy could have made a better deal two years ago

A week before the waiver, Trump had announced a deal for Russia to increase diesel supplies to global markets. The Treasury also issued a license, valid until 7 April 2027, permitting certain transactions in Russian-origin diesel.

In the Truth Social post, Trump accused Ukrainian President Volodymyr Zelenskyy of targeting Russian diesel refineries, saying the strikes were “seriously hurting the world diesel markets, including those in the United States.” Kyiv had paused its refinery strikes for three days at Washington’s request after Trump declared an energy ceasefire on 11 October, which Russia never confirmed, then resumed them. Since then, Russia has struck Ukraine’s energy sector 76 times, Zelenskyy said on 18 October.

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Trump wrote that Zelenskyy “doesn’t want to end this war, and probably never did,” and that he “could have made a better deal two years ago than he can now.”

“His country is in shambles, a large portion of his land is lost, his oceans and seas are gone, and his male population is low, wounded, and/or dead,” Trump added.

He also said Russia was “doing very little, if anything, to help” Iran and that he wanted to keep it that way.

A day earlier, Trump said he had not made a final decision

On 17 October, Trump told reporters at Mar-a-Lago that he had not announced his final decision. “A lot of you don’t know what my decision is yet, but we’ll figure it out, and you’ll figure it out,” he said, Reuters reported.

“I think the president wants to take the 60-day period of time to sort of analyze what imposing both sanctions and tariffs will mean to the global economy and even to the US economy,” US Secretary of State Marco Rubio told reporters before departing for Uzbekistan the same day.

Zelenskyy calls the waiver a pity as Republicans split

Zelenskyy called it a “pity” that Trump had waived sanctions under a law named for the late Senator Lindsey Graham, who “really believed in Ukraine.” He said he hoped Trump would change his decisions, NBC News reported.

Discussing the diesel deal on NBC’s Meet the Press, Zelenskyy said US oil prices had risen because shipping through the Strait of Hormuz was blocked, not because of Ukraine.

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A month before the diesel waiver, Trump’s envoys had already pitched Kyiv on Russian gas, NYT says

On 17 October, Zelenskyy told journalists that “the decision to undo all of this, to block all of it, seems wrong to me” and that it “definitely helps only the Russians.” His remarks appeared in Ukrainian on his official Telegram channel.

“Sanctions relief will continue. I think the diesel deal and the move regarding the Lindsey Graham Act are not the end of it. Unfortunately,” Zelenskyy said.

On 19 October, Zelenskyy wrote that partners had again given no warning of Russia’s overnight ballistic attack and that blocking missiles for Ukraine’s air defense while Russia gets sanctions eased or postponed amounts to partners denying reality.

Republican Senator James Lankford defended Trump’s decision on NBC’s Meet the Press, saying the president was “choosing the American people first.”

Senator Darline Graham, Lindsey Graham’s sister, whom Trump has endorsed for a full term, said at a campaign stop on 17 October that she would “choose to keep the pressure on Russia.”

“I don’t trust Putin and I don’t trust Russia,” Darline Graham said.

She did not directly criticize Trump but said she would not have made that choice, Reuters reported.

US President Donald Trump has suspended the tariffs and sanctions on the biggest buyers of Russian oil set by the Lindsey Graham Act, the law he signed himself in September. He says the move serves US national interests, according to an executive order published on the White House site.

The act required the president, within 30 days, to impose 100% tariffs on all goods from the five biggest buyers of Russian oil, to sanction a range of Russian entities and to put 500% tariffs on all Russian energy imports to the US. The deadline for those measures fell on 18 October.

Trump has used the president’s power under Section 115 of the Graham Act, which allows him to waive sanctions, restrictions, and duties by certifying to Congress in writing that doing so serves US national interests and submitting a report explaining why. The act does not, however, allow him to cancel sanctions that have already been announced.

Moscow calls it historic, Kyiv calls it a gift to Putin

The two capitals read the same order in opposite ways. Kirill Dmitriev, an envoy for Russian leader Vladimir Putin, called it “an important and truly historic moment” on X, claiming the sanctions had mainly harmed the US economy and world markets.

“Economic cooperation between Russia and the US serves the interests of both nations, contributes to global economic stability and lays the foundation for building trust and achieving lasting peace,” Dmitriev writes.

President Volodymyr Zelenskyy answered from under fire. Russia struck Ukraine’s energy system on 17 October, and at that very moment Washington chose “to completely ignore the Lindsey Graham law, which was supposed to impose real, effective pressure on Russia to end this war,” he says.

A law its own backers say is being gutted

The waiver lands amid a bipartisan revolt in Congress. Seven Republican and Democratic senators had already warned on 11 October that Trump’s move to allow Russian diesel imports had broken the law Congress passed after the full-scale invasion, urging the administration to reverse it so US money would not help finance Russia’s war.

Meanwhile, Zelenskyy argued the law can still work if Washington lets it.

“This law could, and still can, help a great deal. But the law has actually to work, and every vote for it matters,” he said, warning that the step only pushes Moscow to strike harder.

The world must not give up ground and must try to end the war, Zelenskyy added.

“To end it, and not give Putin every reason to continue it indefinitely,” he stressed, thanking everyone who “is truly fighting for peace and helping Ukraine," he stated.

The word from the Ukrainian opposition

The Ukrainian opposition also commented on Trump’s decision. Iryna Herashchenko, co-chair of the European Solidarity parliamentary faction, said that “the most cynical and stupid decisions are usually made by rulers on Saturday night,” when public attention is scattered, and people are preparing for the weekend.

“Rehabilitating Putin harms not only Ukraine but also the US itself, strengthens the axis of authoritarian regimes, and undermines international security,” she claimed.

Europe keeps buying record amounts of Russian gas even as it plans to punish its war machine against Ukraine. The EU ports took in a record 12.18 million tons of Russian liquefied natural gas from January to September, 9.5% more than in the same period of 2025, according to a study by the German group Urgewald based on Kpler tracking data.

Europe spent about 7.88 billion euros on that Russian gas in nine months, revenue that helps fund a war Russia wages with daily missile and drone strikes on Ukrainian cities. The flow continues even as the EU prepares its largest-ever package of sanctions against Russia’s military industry.

The gas comes from Russia’s Yamal project, which sent 167 cargoes to EU ports over the nine months, roughly one every 1.6 days. Europe took 85% of the project’s recorded deliveries by volume, remaining by far its biggest market, Urgewald reports.

Europe’s share grew even as Yamal’s worldwide deliveries fell 1.3%, so the EU absorbed a larger slice of Russia’s Arctic output. In September alone, EU ports received 792,440 tons worth an estimated 818 million euros, nearly three-quarters of it going to France.

Washington could pull the plug by 18 October

The imports run up against a looming US decision. The Trump administration has until 18 October to complete its first review under the Lindsey Graham sanctions act, signed into law on 18 September, which allows Washington to sanction this gas trade at any time, the group notes.

However, after the US allowed Russian diesel to enter the US and global market, the decision will likely remain stalled.

Originally, the law covered Yamal’s leadership, foreign vessels that knowingly carried Russian LNG, and foreign ports that serviced US-sanctioned ships. Yamal depends on specialized Arc7 ice-class tankers and on nearby European ports where they can unload and quickly return, so closing that route would make the Arctic trade far harder to sustain.

Europe’s own ban is still months away

The EU’s measures so far have barely dented the trade. A ban on short-term LNG contracts took effect in April and has had no visible effect, while the full import ban under long-term contracts only starts on 1 January 2027, Urgewald says.

Every month of largely uninterrupted trade means more revenue for Russia while Ukraine suffers daily attacks, sanction campaigner Sebastian Rötters says. The next EU package should close the remaining loopholes, above all those keeping the Arc7 tanker fleet running.