Context

On October 9, Trump wrote that Russia should supply more than 300 thousand tons of diesel fuel to the US and world markets in October, another 500 thousand tons in November and 1 million immediately thereafter.

Even if it succeeds, the promised volumes will provide only a fraction of the global deficit. They are just over 100,000 barrels per day in October and about 125,000 barrels per day in November. In 2025, Russia could ship about 800 thousand barrels per day.

What's next

On October 22, the first tanker of 40,000 tons of Russian diesel went to New York. The ship is expected to arrive in the United States on November 7.