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A Malta-flagged tanker loaded 40,000 metric tons of Russian diesel tied to a Putin-Trump deal and is expected in the United States on November 7. Buyer and seller identities were not immediately known.
Russian diesel flowing to the US adds supply to a tight distillate market, easing diesel costs that feed freight and on-farm operating expenses.
After 51 past bearish geopolitics events, ULSD / Diesel moved a median -2.4% over 5 sessions (37% higher; middle half -8.2% to +3.9%), and -2.3% over 20.
Moves of each commodity's benchmark from the last close before the event. Historical reads pool past events of the same kind; they describe what happened, not what will. Not investment advice.