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Tankers carrying Russian diesel have changed course, and no U.S. delivery has been confirmed under the arrangement. Analysts said the imports were unlikely to do much to lower U.S. diesel prices, which have reached record highs during the U.S. war with Iran.
Losing or delaying a Russian diesel supply route keeps U.S. diesel tight and supports prices for diesel and freight-linked costs for feed buyers.
apnews.comDavid McHUGH and Paul WisemanNov 5, 2026After 250 past bullish geopolitics events, ULSD / Diesel moved a median +1.7% over 5 sessions (58% higher; middle half -3.6% to +8.7%), 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.
