Skip to content
You can now search across every topic, entity and event.What's new
Cuba Dispatch
12JUN

Diaz-Canel admits Russian oil running out

3 min read
09:35UTC

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
WOLA (Washington Office on Latin America)
WOLA (Washington Office on Latin America)
WOLA argues that sanctioning peso-paid Cuban officials has limited coercive bite because their personal holdings are not US-proximate, citing the Maduro Venezuela precedent: the head-of-state listing functions as a signal rather than a seizure, and the real operational weight of the 4 June package sits entirely in FAQ 1258's ownership-tree multiplier.
OCDH / Prisoners Defenders
OCDH / Prisoners Defenders
OCDH (Observatorio Cubano de Derechos Humanos, Madrid-based) documented 332 repressive actions in May and formally demanded an EU reparations fund for Cuban political prisoners. Prisoners Defenders' May census placed the count at a record 1,281 with one death in custody; both organisations argue the EU restrictive-measures track is the remaining lever after the US programme has exhausted institutional designations.
EU / Netherlands Foreign Affairs (Ollongren track)
EU / Netherlands Foreign Affairs (Ollongren track)
EU Special Representative Kajsa Ollongren received the OCDH Acuerdo de Liberacion in Brussels on 13 May demanding asset freezes and a victims' compensation fund for political prisoners. Madrid's hotel-sector stake and the Spanish chains' own exit decisions create a structural tension within EU policy between restrictive-measures pressure and commercial-engagement continuity.
China
China
China joined Russia in birthday solidarity to Raul Castro but has not moved a tanker to Cuba since the CUPET designation. Beijing's calculus resembles the post-PDVSA Venezuela calculation: barter or renminbi-denominated crude outside the US legal perimeter is technically available but requires absorbing secondary-sanctions risk Washington is deliberately signalling.
Russia
Russia
Moscow sent birthday solidarity to the indicted Raul Castro on 3 June but despatched no replacement cargo after the Sovcomflot Universal turned back on 26 May. Russia's practical support for Cuba is constrained by its own war economy and secondary-sanctions exposure under the same OFAC architecture it benefits from in the Ukraine context.
Cuban government / MINREX
Cuban government / MINREX
Foreign Minister Bruno Rodriguez Parrilla condemned the CUPET designation as 'further tightening the economic and energy blockade'; Diaz-Canel's standing public line is willingness for dialogue 'on equal terms' but political prisoners are explicitly off the table. Havana offers no new concessions after the personal listing.