Insights / XA i-Dots

XA comment on the FT note - Russian diesel exports double after Trump lifts sanctions, but US gets none

By Mukesh Sahdev Visit author profile

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The XA comment differentiates the loadings vs. arrivals and provides a contrary market view. Oct-26 loadings of Russian Diesel are indeed higher w.r.t Sep-26. The arrivals are not.

What this insight covers

  • Russian Diesel loadings vs. arrivals.

  • Market impact.

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