Russia is preparing to extend its diesel export ban through at least September, with discussions to maintain the restriction through the end of 2026. Ukrainian drone strikes have knocked multiple refineries offline, including the Novoshakhtinsk and Afipsky facilities on August 24-25. Diesel and gasoil loadings dropped to roughly 234,000 barrels per day in early July 2026, down from 400,000 bpd in June and barely a quarter of the approximately 817,000 bpd exported in 2025. Motor gasoline exports are banned until January 31, 2027, and jet fuel shipments are restricted through the end of November 2026. Deputy Prime Minister Alexander Novak suggested the ban could be lifted as early as September if domestic supply improves.
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