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Cuba Dispatch
22OCT

Diaz-Canel admits Russian oil running out

3 min read
17:12UTC

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
Read original →
Different Perspectives
UN General Assembly
UN General Assembly
The Assembly passed last year's resolution against the US embargo by 165 votes to 7, with 12 abstentions, and votes again on 28 October. That count is the baseline against which Havana's lobbying claims and Washington's pressure will be measured.
Mexican Navy (Secretaría de Marina)
Mexican Navy (Secretaría de Marina)
A Mexican Navy team inspected Grace at Progreso and found fuel in its ballast tanks, according to the US Coast Guard. The account of Mexico's role comes from Washington; the Mexican government's own position on the stop is not on record in the sources reviewed.
Pedro Monreal, independent Cuban economist
Pedro Monreal, independent Cuban economist
Monreal says the gazette contains no rule for the exchange-house licence ADT 64 received, so nobody knows how a second firm could apply. He says a representative rate would need at least ten houses in five provinces, Havana included.
Prisoners Defenders and OCDH (Madrid-based exile monitors)
Prisoners Defenders and OCDH (Madrid-based exile monitors)
Prisoners Defenders counted a record 1,351 political prisoners at the end of September, and OCDH logged at least 344 repressive actions that month. OCDH asked the European Union on 11 September to investigate possible trafficking in Cuba's medical brigade in Italy.
Florida Attorney General James Uthmeier
Florida Attorney General James Uthmeier
Uthmeier announced a no-bond state warrant for Raúl Castro on 19 October over the 1996 Brothers to the Rescue shootdown, after reopening the state investigation last year. The four men killed flew for a Miami exile group, and the warrant restricts Castro's travel rather than reaching him in Cuba.
Cuban government (Foreign Minister Bruno Rodríguez Parrilla)
Cuban government (Foreign Minister Bruno Rodríguez Parrilla)
Rodríguez said on 21 October that Washington is pressing governments to abstain or leave the hall in the 28 October UN vote and called Florida's Raúl Castro warrant worthless. Havana is presenting its October oil and trade rules as openings and the US measures as an energy blockade.

Written with AI from Lowdown's published reporting. Not individually reviewed by an editor. Editorial standards.