Russia to extend diesel export ban through September, sources say

• Russia has also banned exports of gasoline until January 31, 2027 and jet fuel through November 2026 for non-producers
• Fuel shortages re-emerged in some regions in August despite a brief improvement in late July when local restrictions were eased
• Deputy Prime Minister Alexander Novak claimed there is no diesel shortage domestically, noting several refineries have completed maintenance and resumed fuel supplies

Summary: Russia to Extend Diesel Export Ban Through September

Key Development:

Russia plans to extend its diesel export ban through September 2026 due to persistent domestic fuel shortages, according to three industry sources. An extension through year-end is also under discussion, though the Energy Ministry has not officially commented.

Timeline and Context:

• Initial ban: July 8-31, 2026
• First extension: Through August 31 for fuel producers
• Additional restrictions: Diesel exports for non-producers and motor gasoline banned until January 31, 2027; jet fuel exports banned through November 2026
• Root cause: Multiple refineries remain idle following repeated Ukrainian air attacks on Russian oil infrastructure

Market Situation:

Fuel shortages re-emerged in some regions during August after brief improvements in late July when local authorities eased restrictions. However, Deputy Prime Minister Alexander Novak stated last week there is no diesel shortage domestically and noted several refineries have completed maintenance and resumed operations.

Potential Flexibility:

One market source indicated the diesel export ban could be adjusted based on output growth as refineries complete unscheduled maintenance following the attacks.

Market Implications:

The extended ban will likely continue tightening global diesel supplies, potentially supporting prices in international markets. Russia's domestic fuel crisis, triggered by Ukrainian attacks on refining infrastructure, demonstrates ongoing vulnerability in its energy sector. The uncertainty around the ban's duration—whether September or year-end—creates additional volatility for global diesel markets and could impact countries dependent on Russian fuel exports.