# Trump's US Russia diesel deal faltering? First two tankers change course; here's what we know

> Two Russian-linked diesel tankers, the Talisman and Leruo, have diverted away from the US Atlantic coast despite a Trump-Putin agreement to buy Russian diesel cargoes. A third Greek-owned tanker also appears to be changing course amid regulatory and political opposition. US diesel inventories have fallen below 100 million barrels, and pump prices have reached $6.27 per gallon.

- Date: 2026-11-05 · published 2026-11-05T06:07:17.403Z
- Category: trade · region US · magnitude medium
- Page: https://feedsoft.ai/events/81136-trump-s-us-russia-diesel-deal-faltering-first-two-tankers-change-course-here-s
- Commodities: [ULSD / Diesel](https://feedsoft.ai/c/DIESEL.md)

## Why it matters

Diverted cargoes reduce the expected supply relief for a tight US diesel market, keeping diesel and freight costs elevated for feed transport and processing. Tight distillate supply supports energy-linked costs across the feed chain.

## Read by commodity

- DIESEL: bullish ▲

## Similar past events

| Commodity | Date | Event | 5-day % | 20-day % |
| --- | --- | --- | --- | --- |
| DIESEL | 2021-10-22 | [China's CNOOC makes rare diesel imports, trading sources say](https://feedsoft.ai/events/44752-china-s-cnooc-makes-rare-diesel-imports-trading-sources-say.md) | -1.6% | -6.6% |
| DIESEL | 2026-05-20 | [Spare a thought for the world's biggest diesel importers \| Reuters](https://feedsoft.ai/events/19456-spare-a-thought-for-the-world-s-biggest-diesel-importers-reuters.md) | -14.0% | -24.7% |
| DIESEL | 2017-05-04 | [The World Is Buying American Diesel as Fast as Refiners Can Make It - Bloomberg](https://feedsoft.ai/events/71184-the-world-is-buying-american-diesel-as-fast-as-refiners-can-make-it-bloomberg.md) | +0.3% | +1.8% |
| DIESEL | 2026-02-23 | [Global diesel flows further reshuffle on EU sanctions, discounted Russian exports, data shows  \| Reuters](https://feedsoft.ai/events/20774-global-diesel-flows-further-reshuffle-on-eu-sanctions-discounted-russian.md) | +2.6% | +78.6% |
| DIESEL | 2022-03-28 | [US exports more diesel as global shortage fuels competition](https://feedsoft.ai/events/42444-us-exports-more-diesel-as-global-shortage-fuels-competition.md) | -18.2% | +0.1% |

## Sources

- businesstoday.in: https://www.businesstoday.in/world/us/story/trumps-us-russia-diesel-deal-faltering-first-two-tankers-change-course-heres-what-we-know-565801-2026-11-05

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Data from Feedsoft AI (https://feedsoft.ai/). For information only; not investment advice.