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2026-11-06 11:04:26
[Hot News Recap: Russian Refineries Attacked Again, Increased Uncertainty in Diesel Exports to the US] 1. Ukraine's renewed attack on Russian refineries has added further uncertainty to Moscow's diesel supply arrangements to the international market while it grapples with domestic fuel shortages. Analysis suggests that the Ryazan refinery, one of Russia's largest, was likely damaged in a large-scale drone attack targeting the city's industrial zone. If true, this would be the second Russian refinery attacked this week, following the Yaroslavl refinery, breaking the previous suspension of attacks. 2. Regarding shipping data, Kpler and the London Stock Exchange Group data show that at least six Russian diesel cargo ships have issued transatlantic voyage plans; however, two previous shipments originally destined for the US Atlantic coast appear to have changed course. No Russian diesel cargo has arrived in the US since the relevant export agreements were reached. 3. Kpler analyst Matt Smith stated that the first monitored Russian cargo ship bound for the US is expected to arrive in New York this weekend, but its ability to unload smoothly remains uncertain due to regulatory, legislative, and sanctions concerns. 4. Kremlin spokesman Dmitry Peskov stated that these were commercial shipments and details could not be disclosed, adding that "all diesel will find buyers." Kremlin envoy Dmitriev stated that Russian diesel tankers bound for the United States were still on their original routes. Peskov also stated that the change in the diesel tankers' course was unrelated to the results of the US midterm elections.
