OFAC's General License 134B expired at midnight on 16 May 2026 without a Cuba-specific replacement. The Sovcomflot Universal is still adrift roughly 1,000 nautical miles from Matanzas, carrying 270,000 barrels of diesel that the licence's text never authorised landing in Cuba.
The gap matters because GL 134B was always Russia-facing, not Cuba-facing. With Executive Order 14404 now layered on top of the Cuban Assets Control Regulations, the cargo's options collapse to discharge at a non-Cuban port, transhipment to a flag-of-convenience tanker, or sale at a forced-seller discount.
