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Russia-Ukraine War 2026
17OCT

Novak lifts Russian diesel export curbs

3 min read
17:43UTC

Alexander Novak said Russia would end its diesel export ban early and ramp exports to 3 million tonnes a month, eleven days after Moscow extended the ban.

ConflictDeveloping
Key takeaway

Moscow scrapped a diesel export ban it had extended eleven days earlier.

Russian Deputy Prime Minister Alexander Novak said on 10 October that Russia would lift its diesel export restrictions early, with the home market "fully supplied"⁠1. He set exports at 300,000 tonnes in October, up to 500,000 in November and up to 1 million in December, then up to 3 million tonnes a month.

Eleven days earlier the government had done the opposite. On 29 September it rolled the ban on diesel exports by producers on to 31 October, citing a stable domestic fuel market and the autumn harvest⁠2. That roll-over followed an August extension to the end of September, and Novak himself had ordered a study in July into cutting the diesel export quota.

Putin said in late September, Interfax reported, that diesel would not return to world markets while Western sanctions stood. Within a fortnight Moscow had reversed, in effect supplying its half of the 9 October Trump-Putin call. Trump's own account on Truth Social, as paraphrased by Reuters, set out the same monthly steps and tied the top volume to the state of Russian refineries⁠3. That condition hands the schedule to the plants Ukraine's drones have spent the year hitting.

Deep Analysis

In plain English

Russia makes more diesel than it uses at home. Over the summer Ukrainian drones damaged its refineries, and fuel ran short in some regions, so the government stopped producers from selling diesel abroad. On 29 September the government kept that ban until 31 October. On 10 October it changed course. Alexander Novak, a deputy prime minister, said the home market had enough fuel and exports would restart, growing month by month. The change came a day after Presidents Putin and Trump spoke by phone and the US opened its market to Russian diesel.

Deep Analysis
Root Causes

Moscow imposed the diesel export ban to protect fuel supply at home. It started as a fixed decree on 8 July that for the first time bound producers as well as traders , after Ukrainian strikes on refineries cut supply.

The ban has a cost. Diesel is the product Russian refineries make in surplus, so a long ban builds stocks, presses margins and denies the state the export duties and taxes that come with foreign sales.

The July study Novak ordered into cutting the mandatory exchange-sale quota shows the government was already looking for ways to move fuel without a formal market. A US licence on 9 October gave Moscow a buyer and a political reason to reopen at once.

What could happen next?
  • Consequence

    Russia earns export duty and hard currency from diesel again, partly offsetting the oil and gas revenue shortfall in its 2026 budget.

  • Risk

    Renewed refinery strikes could force Moscow to choose between its export promise to Washington and supply to its own regions.

First Reported In

Update #28 · US licenses Russian diesel and turns on Kyiv

The Moscow Times· 12 Oct 2026
Read original →
Different Perspectives
Bulgarian government
Bulgarian government
Bulgaria's Prime Minister, Rumen Radev, said the sinking of HS Dignity "benefits the Russian Federation" while saying Bulgaria lacked solid evidence to accuse anyone, and Defence Minister Dimitar Stoyanov asked NATO for air defence on 16 October. The request comes from a government that stopped state military aid to Ukraine in June.
Radoslaw Sikorski
Radoslaw Sikorski
Poland's foreign minister challenged Elon Musk on X after SpaceX capped Ukraine's Starshield terminals on 14 October. Poland pays about $50m a year for Ukraine's Starlink subscriptions, so Warsaw speaks as the paying customer as well as the ally.
Andy Burnham
Andy Burnham
Burnham fast-tracked £10m of a £45m air-defence missile delivery when Zelenskyy visited London on 14 October, and his ministers are lobbying allies to ban maritime services for Russian liquefied natural gas. The measure targets insurers and shipowners, many of them in London, rather than the gas itself.
Ministry of External Affairs (India)
Ministry of External Affairs (India)
India's foreign ministry said after the 16 September House vote that New Delhi would take all necessary measures to protect its trade.
European Council
European Council
EU leaders on 15-16 October rejected a US idea to hand Washington the roughly €200bn of frozen Russian assets held in Europe, and Kaja Kallas said the decision belongs to Europeans. The same summit put off a decision on financing Ukraine, saying leaders "will revert to the issue in a timely manner".
Donald Trump
Donald Trump
Trump signed the 16 October order that sets the Graham Act's duties and waives them under section 115(a), with a certification sent to Congress. He says the United States has not stopped sharing intelligence with Ukraine, and on 11 October he said both sides had agreed to halt attacks on energy infrastructure.

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