Market AlertPublished
18 October 2026
US Russian Diesel Licence Meets Supply Shock
AG-MI-AL-2026-002 · v1.1
Summary & publication details
OFAC General License 135 introduces a temporary US authorisation for certain Russian-origin diesel transactions, but does not resolve independent statutory restrictions, EU and UK sanctions, physical supply constraints or banking acceptance. This Market Alert examines the emerging diesel supply shock, recent IEA findings and the implications for international commodity trading, maritime operations and transaction execution.
- Coverage
- 9 October 2026 to 16 October 2026
- Information cut-off
- 2026-10-16T10:14 Europe/Oslo
- Category
- Energy & Petroleum
OPEN PUBLICATION PDF ↗ AG-MI-AL-2026-002