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.

Ukrainian drones have helped push Russia into its worst fuel crisis since the Soviet Union fell, The Washington Post (WaPo) reported on 11 October.

Diesel is where this war reaches American drivers. US President Donald Trump blames rising diesel prices mostly on Russia’s war in Ukraine, while experts blame mainly the US war with Iran. Some of his allies now accuse Kyiv of trying to sway the US midterms.

Drones go for the first stage of refining

The Washington Post looked at dozens of strikes between 1 April and 31 August. Three refinery experts then examined satellite images of 54 strikes with visible damage. In over half, the damage seems to be to the desalting and distillation units, known by the Russian acronym ELOU-AVT. These units clean the crude of water and salt, then split it into separate compounds, the first steps toward gasoline and diesel. More than a third appear to have hit secondary units, which turn those compounds into jet fuel, gasoline, and liquefied petroleum gas.

From April through August, drones struck two-thirds or more of the 36 big Russian refineries that S&P Global Energy tracks, a strike every third day. Some took as many as five hits. On 16 June, drones set the Moscow refinery’s distillation towers on fire. That strike and a second one days later kept the plant offline into September, WaPo reported, citing data firm Kpler. Ukraine targeted the refinery again on 20 September.

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“We don’t need to hit the entire plant,” a Ukrainian drone battalion commander with the call sign Tango told The Washington Post. Ukraine knows where to strike so that a refinery stops and stays down, he said. His unit, Ukraine’s 1st Separate Center of Unmanned Systems, runs long-range strikes deep inside Russia.

Sanctions slow the repairs

The EU banned exports of oil-refining equipment to Russia the day after the 2022 invasion, and the US followed days later. WaPo reported that the bans cover the distillation and secondary processing units Ukraine keeps hitting. The bans make spare parts hard to get, Alexander Kolyandr of Eurasia Group told the paper, and the strikes come faster than repairs.

Since last year, Ukraine has doubled the size of each wave, decoys included, a person involved in the strike campaign told WaPo. The decoys are unarmed and draw Russian fire, wasting air-defense ammunition, WaPo explained. Without them, the person said, Ukraine would simply lose expensive systems. András Rácz of the German Council on Foreign Relations told WaPo that even if only 2–3% of drones get through, the damage is significant.