Recent U.S. sanctions relief under Treasury General License 135, issued October 9 following the Trump-Putin agreement, has authorized Russian-origin diesel imports through April 2027, reversing the 2022 ban. The first 40,000-metric-ton cargo of ultra-low-sulfur diesel loaded at Primorsk on October 22 and is scheduled to arrive in New York on November 7, marking the initial delivery amid U.S. retail diesel prices near $6.30 per gallon. Russia’s exportable supply remains constrained by refinery outages and domestic demand, with announced volumes likely diverted from existing buyers rather than expanding global availability. The U.S. continues as a net diesel exporter, and further shipments depend on contract finalization and Russian production recovery.