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The tanker Agioi Fanendes, carrying about 40,000 metric tons of Russian ultra-low sulfur diesel, slowed off the US East Coast and turned around about 400 nautical miles from New York, ship-tracking data showed. Two other tankers in the same Russian deal also changed course away from the US Atlantic Coast on 5 November.
The US national average diesel price was $6.16 a gallon on 10 November.
US sanctions on Russian petroleum products keep this supply out of the American market, so the intended price relief at the pump is not arriving. Diesel stays tight for US truckers and freight, supporting prices.
freightwire.newsHannah SutterNov 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.
