The tanker Agioi Fanendes loaded roughly 40,000 tonnes, about 300,000 barrels, of ultra-low sulphur diesel at Russia's Baltic port of Primorsk and is signalling New York as its destination, with an estimated arrival of 7 November, four days after the US midterm elections. Maritime tracking firm Kpler said it would be the first Russian diesel or gasoil cargo shipped to the United States it has tracked since July 2023, and the first diesel shipment from Primorsk to New York since January 2022. LSEG data also put the cargo at 40,000 tonnes. The buyer and seller were not immediately identified.
The voyage follows an agreement announced by Trump on 9 October under which Washington temporarily eased sanctions on Russian diesel and Moscow agreed to lift its own ban on diesel exports. Trump said Russia would immediately supply more than 300,000 tonnes to US and global markets, 500,000 tonnes in November, and 1 million tonnes "immediately thereafter". Moscow subsequently permitted the sale of 500,000 tonnes. Russian Deputy Prime Minister Alexander Novak, who oversees energy policy, said on 21 October that the first shipment would depart, with more to follow as Russian and US companies finalised contracts.
The measure, widely seen as an attempt to lower fuel prices for American consumers before the midterms, has drawn sharp criticism from Ukraine, its European allies and US lawmakers, including members of Trump's own Republican Party. Critics argue it will provide little relief for US consumers while helping finance Moscow's war effort in Ukraine.
The deal has coincided with a sharp deterioration in Ukraine-US ties, with Ukraine facing restrictions on Starlink operations and alleged delays in shipments of Patriot interceptors. Trump has also sharpened his rhetoric towards President Volodymyr Zelensky, saying the Ukrainian leader is not interested in ending the war and should be replaced.
Russian diesel exports had largely shifted to Brazil, Turkey and African countries after the European Union's embargo on Russian petroleum products took effect in February 2023.