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

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.

The Trump administration is weighing looser sanctions on shadow fleet tankers that have hauled oil from Russia, Iran, and Venezuela, a US official said on 14 October, Reuters reported. An industry research group expects the change to do little for freight rates.

With Reuters calling high fuel prices a risk for Trump before the 3 November midterms, Washington has already eased sanctions on Russian oil and diesel this year and is now looking at the ships blacklisted for hauling sanctioned cargoes. In March, Treasury Secretary Scott Bessent said a waiver on Russian oil at sea would bring Moscow no significant financial benefit, yet Russia’s seaborne oil income jumped by $890 million in the week to 15 March, Bloomberg data showed.

“Legal oil” on blacklisted ships

The talks center on letting “legal oil” sail on previously sanctioned vessels, the official said. Only crude or fuel free of US sanctions would qualify, not Russian or Iranian oil. Washington wants more crude and refined products moving out of the Gulf, the official added. Companies would need US Treasury approval to use the ships.

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Ukraine is going back to hitting Russian oil after its Trump-pressured pause, during which Kyiv got no US warnings of incoming ballistic missiles

Research group Energy Aspects said US Energy Secretary Chris Wright, in a video to the World Petroleum Congress in Riyadh, tied the easing to record freight rates. Those rates hit records after the Iran and Ukraine wars drove up inflation and left US crude too costly for Asian refiners, Reuters said. Energy Aspects itself expects the easing to do little for freight rates, since most tankers sanctioned over Russian or Venezuelan links have kept trading for the past three months.

The Energy Department said any relief would do nothing to help Russia ship its oil or refined products. Treasury referred questions to the Energy Department. Yet Reuters noted that both departments could face pressure to let these vessels carry Russian diesel, given Trump’s push to get it onto world markets fast.

Britain is pushing the other way. UK finance minister John Healey urged counterparts at International Monetary Fund meetings in Bangkok on 15 October to keep tough sanctions on Russia, “especially a tighter ban on shipping services” that keep Putin’s shadow fleet operating.

Diesel license criticism and an unconfirmed ceasefire

On 9 October, the US Treasury issued a license clearing Russian-origin diesel trade until 7 April 2027. Ukrainian President Volodymyr Zelenskyy told reporters it was a weak decision unworthy of Ukraine’s partners. Democratic Senators Jeanne Shaheen, Chuck Schumer, and Elizabeth Warren called it a “total betrayal of Ukraine.” Republican Senator Thom Tillis said there is “a legitimate case for saying the president’s not following the law.”

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“He thinks Ukraine is a weak link and that it needs to be squeezed into giving in”: diplomat on why Trump pressures Kyiv, not Moscow

Trump then pressed Kyiv to spare Russian refineries and declared an “energy ceasefire” on 11 October. A White House official told Axios it covers only oil refineries. Neither side confirmed a similar announcement Trump made in mid-September, AAP reported.

Kremlin spokesperson Dmitry Peskov told reporters on 13 October that contacts on the ceasefire were continuing and referred further questions to Trump, Russian newspaper Vedomosti reported. He claimed the diesel deal was “a very mutually beneficial item of Russian-American cooperation” that serves the interests of Russia, the US, and world energy markets, Russian newspaper Kommersant reported.

Ukraine is about to tell Washington exactly which Russian targets it wants punished under America's new sanctions law, the Associated Press reported. A senior Ukrainian diplomat said Kyiv will hand the Trump administration and Congress a wish list of companies, ships, and people this week—and at the top are the firms supplying parts for Russia's answer to Starlink.

The law requires Washington to act but lets the president waive the sanctions if he certifies that doing so serves US national interests, and the first choice falls due in weeks. For Ukraine, a measure that names no targets changes nothing on the ground—which is why the fight now is over whose names make the list before the clock runs out.

A list topped by Russia's Starlink clone

Denys Sienik, chargé d'affaires at Ukraine's embassy in Washington, said the priority is a group of Russian firms making components for Rassvet, Moscow's homegrown satellite network, which Russia hopes to complete by the end of the year—though its own officials have put the start of service in 2027. Bureau 1440, the firm building Rassvet, is not itself on US sanctions lists, but its parent company, ICS Holding, is under US blocking sanctions, according to Militarnyi. The suppliers feeding the network parts are not sanctioned, and those are the ones Kyiv wants added to the list.

Russia sped up the project after Ukraine and SpaceX cut off the Starlink terminals its troops had used without authorization at the front. If Russia completes the constellation, Sienik said, it could strike Ukraine at will with real-time information—a danger he warned would bite hardest this winter. "If these entities are not sanctioned, it will actually make this program possible for Russia and that will be a game-changer," he told reporters, Reuters reported. Kyiv wants access to Starlink inside Russia, too, so it can strike targets there.

Euromaidan Press has reported how such a network would change the battlefield: the satellites transmit in high-frequency bands that are hard to jam, and a relay overhead would feed drones and missiles fresh coordinates mid-flight, letting them fly low under air defenses that struggle to see them.

Oil tankers and attacks on US firms

Ukraine is pushing for tougher action against Russia's shadow fleet, too—the aging tankers that sell its oil around Western restrictions—and is asking the administration and American industry to publicly condemn Russian attacks on US companies' operations inside Ukraine, Sienik said.

The deadline Washington is now facing

The requests arrive as the administration faces an 18 October deadline to decide which Russian entities, if any, to sanction under the Lindsey O. Graham Sanctioning Russia and Iran Act, which US President Donald Trump signed into law on 18 September. The law directs the White House to impose tariffs on Russia's biggest oil buyers and to block its banks, officials, and tankers—but lets the president waive those measures, which is why Kyiv is lobbying for the toughest list it can get.