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2026-09-15 17:00:10
[The Russia-Ukraine energy truce will not solve the diesel shortage; the key is the return of Russian exports] ⑴ Some argue that an energy truce between Russia and Ukraine cannot completely fill the global diesel supply and demand gap, but if Russian diesel exports recover to 850,000 barrels per day or more, it will bring considerable relief. ⑵ The energy truce plan for Ukraine, pushed by Trump, is not expected to fundamentally solve the global diesel supply shortage. ⑶ Market focus is on whether Russian diesel exports can substantially return, which has a more direct impact on the supply and demand pattern than the truce itself.
