⛽️🙀

According to Reuters, citing sources within the industry, Ukrainian strikes on Russian energy targets has reduced Russian oil refining capacity by 30%. The news comes as Russia struggles to supply in a dynamic where U.S. President Donald J. Trump has provided Russia with sanctions waivers for the export of oil. Sources have told Reuters “that the ‌actual ⁠reduction in crude processing at Russian refineries could be up to 200,000 tons per day.”

— OSINTdefender (@sentdefender) November 11, 2026

Image via https://t.co/sBrOVlVPq5 Regional governor's statement: https://t.co/DiIgqT9qKG

— OSINTtechnical (@Osinttechnical) November 11, 2026

Russia's Baltic port of Ust-Luga is ablaze this morning following a major overnight Ukrainian drone attack. Locals reported multiple major fires rising from the oil terminal/port area. https://t.co/60njV1zmGM

— OSINTtechnical (@Osinttechnical) November 11, 2026

AIS via @MarineTraffic https://t.co/flexNOKhPu https://t.co/afNnNgvzXe

— OSINTtechnical (@Osinttechnical) November 9, 2026

Yup:

A month after President Donald Trump announced a controversial deal with Vladimir Putin to bring Russian diesel to the U.S., not a single barrel has arrived, the Wall Street Journal reported, as tankers headed for American ports turned around due to a lack of willing buyers.

Trump pitched the Russian fuel as a way to bring down soaring diesel prices, which pushed up consumer costs ahead of the midterm elections. But "U.S. oil companies are reluctant to handle the cargoes of Russian diesel because of the potential legal and reputational consequences," industry executives and lobbyists told the Journal.

...

Three other tankers turned back last week, according to Kpler data cited by the Journal. Two are headed to Brazil, and a third has arrived in Egypt. All three had listed U.S. East Coast destinations when they left Russia’s Primorsk port last month.

The U.S. doesn’t need the fuel, the Journal noted. Domestic refiners produce more diesel than the country uses and export more than 1.5 million barrels a day. Still, tight global supplies tied to the Middle East conflict have pushed the average price of diesel to $6.16 a gallon, up from $3.75 before the war.