
Russia has extended its general ban on diesel exports by producers to the end of January, with only exempted suppliers allowed to ship. Novak said Russia exported about 510,000 tonnes in October and plans about 2.15 million tonnes in November under exemptions.
Restricted Russian diesel exports tighten global middle-distillate supply, which keeps diesel and road freight costs high for feed transport through winter.
After 90 past bullish policy events, ULSD / Diesel moved a median +1.4% over 5 sessions (66% higher; middle half -1.9% to +4.1%), and +0.1% 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.