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Russian diesel deliveries to the US are expected to arrive in the coming days, with the first shipment of roughly 300,000 barrels possibly landing Saturday. Diesel prices remain high, with Colorado averaging $6.38 a gallon and California around $8.34.
A large Russian diesel inflow would add modest supply to a tight US market, but prices are likely to stay elevated, which raises freight and feed transport costs for livestock and feed buyers. Political opposition could still block further imports.
gazette.comMary ShinnNov 3, 2026After 28 past bearish trade events, ULSD / Diesel moved a median -0.1% over 5 sessions (50% higher; middle half -5.0% to +1.7%), and +0.9% 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.
