Donald Trump’s plan to release 300,000 tonnes of Russian diesel to the United States and global markets faces renewed uncertainty after Volodymyr Zelenskyy announced Ukraine would resume strikes on Russian oil refineries. Kyiv had restricted these attacks for three days at Washington’s request, but Moscow continued targeting Ukrainian energy infrastructure during the pause. The Kremlin never confirmed it had agreed to a bilateral energy ceasefire, and Zelenskyy conditioned a new pause on the United States providing additional Patriot air-defense missiles. The International Energy Agency estimates Russian diesel production has already fallen by nearly 30 %, which could further tighten refined-product markets.
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