Two of the three tankers carrying Russian diesel that had appeared bound for the United States have changed their reported plans, while a third may still be heading toward the U.S. Northeast. No delivery port or buyer has been confirmed for the remaining vessel, leaving the proposed Russian diesel shipments uncertain.
Maritime intelligence firm Windward said on November 3 that the Talisman had entered the Mediterranean and listed its destination as “For Order.” The Leruo, meanwhile, changed its declared destination to Brazil as it sailed across the Atlantic.
The third ship, the Maltese-flagged Agioi Fanendes, was carrying about 40,000 metric tons of diesel. Its tracking destination was also listed as “for orders,” but Windward still assessed it as appearing bound for the U.S. Northeast coast. That does not confirm it will reach a U.S. port or unload there.
Deal announced before midterm elections
President Donald Trump announced the arrangement with Russian President Vladimir Putin on October 9, saying it would help lower fuel costs. The U.S. Treasury Department then authorized companies to buy, transport and import Russian diesel under an exemption, while Moscow lifted its ban on diesel exports.
The announcement came ahead of the November 3 midterm elections, when fuel prices were a concern for U.S. households. The three tankers were presented as the first shipments under the arrangement, but Windward said no Russian diesel delivery to the United States under the authorization had been recorded as of November 3.
Analysts cited by France 24 pointed to possible commercial and sanctions risks for buyers and intermediaries. New Jersey Governor Mikie Sherrill had also threatened legal action against ports that accepted Russian diesel.
The reported route changes do not establish where the cargoes will ultimately be sold. The Agioi Fanendes’ destination remains unconfirmed, and the available tracking information does not show that the U.S. deal has been formally cancelled.
Clayton Ward