Russia Extends Diesel Export Ban to 2027 With Trump Carve-Out
The extension of Russia's diesel export ban restricts diesel supply on global markets, with the carve-out implying some diverted or exempt flows.
Source →The trace
How it reaches your house.
Starting from Gasoline and diesel, we walked the supply graph hop by hop to the goods you buy and the companies you own. Each step is the engine’s reasoning, scored for confidence and cited where a source backs it.
First impact
Diesel and Heavy Fuel Oil (underground mining and backup power) →Shortage riskRussia accounts for 10.8% of this diesel/heavy fuel oil supply pool, and the export-ban extension directly constrains that export flow despite limited exceptions.
94% confidenceMarine Diesel and Bunker Fuel →Prices riseMarine diesel and bunker fuel is a critical input to fishing fleets and maritime cold-chain logistics, so a tighter global diesel market should raise seafood and fish costs and prices.
91% confidenceMarine Diesel and Bunker Fuel →Stands to benefitHop 2
Seafood and fish →Prices easeFish Meal and Fish Oil (Aquaculture Feed)
If seafood and fish output is constrained, aquaculture feed demand softens, putting downward pressure on fish meal and fish oil prices.
51% confidenceHop 3
Fish Meal and Fish Oil (Aquaculture Feed) →Shortage riskFish meal and fish oil are critical aquaculture feed inputs, so a shortage here constrains seafood and fish production.
81% confidence
Where it lands
What you buy, and what you own.
Goods you buy
Seafood and fish
Companies you may own
WKCPeninsula Petroleum Ltd.Petróleos del Perú (Petroperú)
Tap a company to see what it told the SEC could break it.
In the MyPRIA app, this is checked against your own holdings.