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Cuba Dispatch
9JUL

Diaz-Canel admits Russian oil running out

3 min read
11:25UTC

On 4 May Miguel Diaz-Canel told reporters the Kolodkin's 730,000-barrel cargo was depleting and Cuba had no certainty about the next shipment.

PoliticsDeveloping
Key takeaway

The president put on his own record what UNE bulletins had implied: the Kolodkin cushion is gone.

President Miguel Díaz-Canel said publicly on Monday 4 May 2026 that the Russian crude delivered by the Anatoly Kolodkin on 31 March is "already running out these days" and that Cuba has "no certainty about the arrival of another shipment" 1. The statement is the first presidential acknowledgement of the fuel gap, made one day before the Antonio Guiteras plant tripped on 5 May.

The Kolodkin's 730,000-barrel delivery had powered the late-April window of restored grid stability in Havana . At Cuba's roughly 60,000-barrel-per-day baseline crude consumption, that cargo bought ten to twelve days of margin. The cushion has now been burnt, and the next Russian vessel positioned for Cuba is the Sovcomflot Universal, which Bloomberg locates 1,000 nautical miles offshore on 5 May at a pace that cannot reach port before its GL 134B licence expires.

The admission breaks an information pattern. Earlier crude tightness had been signalled through UNE bulletin language and indirect minister statements; the 4 May admission came from the president on the record. The 10 April back-channel between State Department officials and Havana and the GL 134B extension issued on 18 April have not produced a confirmed second tanker. The combination of those two facts means Havana is signalling, in public, that the Russian-Cuban supply chain is at the edge of what Sovcomflot can move under sanctions cover.

The diplomatic reading runs alongside the operational one. A presidential admission of fuel shortage is unusual in Cuban political grammar; it is normally absorbed into ministry-level language about "complex moments." Díaz-Canel's choice to put the words on his own record raises domestic expectation pressure on Moscow at exactly the moment Washington's 1 May sanctions order tightens the personal architecture around officials and their families.

Deep Analysis

In plain English

Cuba has to import almost all its oil, it does not produce enough to run its power stations, vehicles, and industry. The most recent delivery came from a Russian ship called the Anatoly Kolodkin in March. That fuel lasted about five to six weeks before running out. On 4 May, Cuba's president said publicly that the Russian oil was almost gone and that Cuba had no confirmed next delivery. This is unusual: Cuban leaders do not normally admit supply problems so directly. It signals that the situation on the ground, widespread blackouts visible to millions of people, has made managing the news impossible.

Deep Analysis
Root Causes

Cuba imports approximately 60,000-70,000 barrels per day of fuel, almost entirely from Venezuela and Russia. Venezuelan supply was curtailed after EO 14380 excluded GAESA from the PDVSA licence framework on 25 March 2026. Russia became the sole remaining state-level supplier.

A single tanker delivery of 730,000 barrels covers approximately 10-12 days of national consumption, which aligns precisely with the four blackout-free days achieved in Havana during the Kolodkin burn and the subsequent relapse.

Cuba holds no strategic fuel reserve beyond the Matanzas terminal storage, which covers a few weeks of consumption at most. With no second tanker confirmed and the Universal deterred from declaring its Cuban destination, Cuba's grid is operating on a consumption curve rather than a storage buffer.

What could happen next?
  • Risk

    With the Kolodkin fuel exhausted and no confirmed replacement, Cuba's grid deficit will worsen unless Russia dispatches a second vessel before the Universal's GL 134B licence expires on 16 May.

  • Consequence

    A presidential fuel-gap admission creates a domestic credibility problem for Díaz-Canel: any further deterioration in conditions will now be measured against his own public acknowledgement of the supply failure.

First Reported In

Update #3 · Family sanctions land as the grid relapses

Periódico Cubano· 7 May 2026
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Different Perspectives
Russia
Russia
Moscow has sent Havana solidarity gestures, including birthday messages to Raúl Castro, but no tanker has reached Cuba since the Sovcomflot Universal diverted away in May, and none arrived this week either. Russia's backing remains rhetorical while the fuel gap CUPET's designation created stays unfilled from any state-to-state source.
Observatorio Cubano de Derechos Humanos (OCDH)
Observatorio Cubano de Derechos Humanos (OCDH)
The Madrid-based monitor published its half-year count of 1,949 repressive actions on 7 July, 299 in June, the highest monthly total it has logged in 2026, with independent journalists the most-targeted group. OCDH's figures moved the debate from sanctions cadence to security-state conduct in the same week Havana wanted the argument to stay on sanctions.
European Union (Stavros Lambrinidis)
European Union (Stavros Lambrinidis)
Lambrinidis told the UNGA the embargo harms ordinary Cubans, then criticised Havana's Ukraine-ceasefire vote and Russian military participation, announcing no new measures. The EU is managing two separate Cuba files, human rights and Cuba's Russia alignment, that have not yet merged into one policy with teeth.
United States (Mike Waltz / OFAC)
United States (Mike Waltz / OFAC)
Ambassador Mike Waltz held up photographs of named Cuban political prisoners, including Otero Alcántara, telling the delegation "this is not Havana", while OFAC issued no new Cuba designation between 1 and 9 July. Washington is running the prisoner-naming track and the sanctions track separately, and a re-charged Otero Alcántara would give the naming track a fresh case to press.
Cuban Ministry of Foreign Affairs (MINREX)
Cuban Ministry of Foreign Affairs (MINREX)
MINREX rebutted Mike Waltz's prisoner photographs at the UNGA debate, saying Cuba has nothing resembling the repression imagery Washington displayed, while giving no public account of Otero Alcántara's whereabouts. Havana's embargo case depends on external sanctions as the sole cause of harm, which a domestically caused grid failure and an unexplained disappearance both complicate.
Russia and China
Russia and China
Moscow and Beijing offered rhetorical solidarity but no relief. No Russian tanker has reached Cuba since the Sovcomflot Universal diverted on 26 May, and China has moved no substitute cargo, leaving Havana's fuel siege unbroken by its strategic partners.