On Thursday, Russia’s Deputy Prime Minister of Energy Alexander Novak said Russia will supply up to 3.5 million tons of diesel to the world market, including the US, after Moscow’s latest deal with Washington on sanctions relief.
He said the figure applies to shipments through the end of 2026, while US President Donald Trump’s initial announcement includes 300,000 metric tons of diesel for global markets, followed by an additional 500,000 metric tons in November and another 1 million thereafter – meaning Novak’s figures are somehow higher than Trump’s.
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But even with Novak’s higher figures, the additional supply is unlikely to make a dent in terms of global demand, as the International Energy Agency (IEA) put it in its October Oil Market Report.
“The recently announced easing of Russian diesel export restrictions is unlikely to materially alter the global gasoil market balance as the current export constraints stem from a lack of operational Russian refinery capacity,” it wrote, referring to Kyiv’s 2026 attacks on Russian refineries that targeted the Kremlin’s main source of income.
Here’s a breakdown of how long that amount would last based on diesel consumption in major countries.
World – less than a day
According to monitoring site fuel-prices.eu, the world uses 52,731 liters (13,930 gallons) of diesel per second.
Using a standard diesel density of 0.84 kg per liter, that amounts to about 79,000 seconds – or around 21.9 hours, just shy of a day.
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Diesel is the backbone of global industry, powering everything from farm equipment and automobiles to heavy machinery and locomotives that drive the world’s economy, which explains the high demand and the resulting economic shock following the war in Iran and Ukraine.
US – a week, maybe
According to the BBC, the US uses 3.6 million barrels of diesel a day, so 26 million barrels of Russian diesel, if it all went to the US at once, would likely last about a week.
For context, 3.5 million tons is roughly 26 million barrels using the standard 7.4 barrels-per-metric-ton conversion. The unit will appear throughout the article.
Trump said the initial shipment is 300,000 tons (2.2 million barrels), which would sustain a bit over half a day of US consumption – again, if it all lands in America.
Washington’s Energy Information Administration said the transportation sector alone consumes 2.94 million barrels per day, meaning that sector alone could theoretically use up all of Russia’s initial 2.2 million barrels in a day.
The US ranks first in global fuel consumption, so for other countries, 26 million barrels seems more optimistic, with the catch that it’s still shared across the world market.
China – a week
According to Reuters’ September report, China’s diesel consumption is expected to drop to 164 million tons (1.2 billion barrels) per year in 2026.
That amounts to about 460,000 tons (3.4 million barrels) per day, meaning all of Russia’s planned 3.5 million tons of exports could, theoretically, sustain China for 7.6 days – a bit more than a week.
If China takes all of Russia’s initial 300,000-ton shipment, it could technically last less than a day.
But there’s a catch: While Beijing imports oil products from Moscow, it also buys Russian crude and refines it into diesel in the country.
According to the Centre for Research on Energy and Clean Air (CREA), China was the largest buyer of Russian fossil fuels in August, accounting for half of Russia’s crude exports.
India – half a month
According to the Indian oil ministry’s Petroleum Planning and Analysis Cell (PPAC), the country’s high-speed diesel (HSD) consumption in September reached 7.16 million tons (around 53 million barrels).
That means Russia’s total planned exports of 3.5 million tons could, theoretically, sustain India for two weeks.
Or if it takes the whole 300,000-ton shipment, it could theoretically sustain India for just over a day at a daily consumption rate of around 240,000 tons.
But like China, India also refines Russian crude, and while it ranks just below China in Russian crude purchases in the CREA report, it also exports fuel back to Russia amid the Russian oil crisis, though most (94%) were gasoline.
EU – less than a week
If Russian diesel somehow made its way to the EU – ignoring the fact that Europe is already condemning Trump’s deal – 3.5 million tons could theoretically last six days.
In 2024, the EU reportedly consumed 214.7 million tons (around 1.6 billion barrels) of diesel, or about 600,000 tons (4.4 million barrels) a day.
At that rate, Russia’s initial shipment of 300,000 tons would likely last Europe, theoretically, half a day.
Can Russia export 3.5 million tons?
As the IEA pointed out, questions remain about Russia’s ability to supply diesel because of Ukrainian strikes.
Despite the country’s diesel export ban due to Ukraine knocking out around half of its refining capacity, Moscow has continued to export fuel to neighboring Central Asian states – 427,000 metric tons via government contracts in September – according to Reuters.
And despite Trump’s demand for Kyiv to stop hitting Russian refineries, President Volodymyr Zelensky said on Thursday that the strikes would continue after a few days of pauses, as Washington fails – or refused – to secure a bilateral energy truce that protects Ukraine’s energy grid, with Russia already taking out all power generation capacity in Kyiv ahead of winter.
Unless Russia can repair the refineries in record time and churn out more diesel than before, the exports are likely to fall short of the 3.5 million tons promised, even if Moscow redirects the existing exports from Central Asia.
At less than 3.5 million tons, the additional supply would not even make a dent in global demand.
