Loading…
A Trump-brokered accord to sell roughly 36 million barrels of Russian diesel to the U.S. and other buyers has not found a willing U.S. customer. Several commodity trading firms consider the risks too large to import the cargoes, and Brazilian distributors are now being offered the diesel instead.
Failure to redirect Russian diesel to the U.S. keeps the diesel tightness that feeds into farm input and freight costs. Shifting cargoes to Brazil could ease a regional supply gap there.
ttnews.comBloomberg NewsNov 12, 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.
