Before announcements regarding the departure of ships for the US, Donald Trump stated on Truth Social that, following a discussion with Vladimir Putin, Russia would begin supplying diesel to the United States and the global market: more than 300,000 tonnes immediately, another 500,000 tonnes in November, and a further one million tonnes shortly thereafter, followed by an additional tranche of three million tonnes. The administration presented the measure as a change that should lead to a rapid decline in diesel prices.
The decision was strongly criticized: Volodymyr Zelenskyy called it “a weak decision” by the partners, saying that Moscow’s revenues would fuel the war in Ukraine. In parallel, former US ambassador Steven Pifer warned that easing sanctions could channel money toward Russia’s war effort, although he estimated that the effect on the global diesel price could be limited.
There were also debates surrounding this package about possible adjustments to US policy: Trump considered limiting diesel exports for 90 days, while the EU reacted by warning that the plan would affect both sides, noting that the US supplied approximately 50% of the bloc’s diesel imports in August.
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