There has to be a purpose to this messaging, though I’m not exactly sure what it is.
President Trump again draws attention to the Ukraine-Russia war creating havoc on the global diesel market. Trump notes that Russia has lost control of its diesel industry:
[source]
The strange thing about this message is that Russia has taken measures exactly the opposite of this framework.
Back in July, when NATO began increased targeting of Russian refinery infrastructure, Russian President Vladimir Putin proactively signed a government order banning the export of Russian diesel fuel. There have been no exports of Russian diesel since, with exceptions to the shipping industry and some humanitarian farm shipments.
Russia is the world’s second largest producer of diesel fuel and as soon as Putin made this announcement global prices of diesel began to rise. Russia then extended the bans, and the current export ban will run from Aug. 1 until Jan. 31, 2027.
Within the export controls there’s no doubt Russia is sending some diesel fuel to allied nations who are not part of the NATO attack alliance. In essence, Putin is controlling who gets the Russian output and the “ban” on exports simply puts the Russian government in control of it. This is what they call “intergovernmental agreements” which are not part of the ban itself.






