The Russian government officially eased its diesel export restriction by authorizing 500,000 metric tons of fuel for global delivery, while US air strikes on an Iranian industrial zone released 1.5 million tons of emissions. Simultaneously, emergency power outages hit Kyiv following energy facility damage, as US lawmakers introduced new legislation to block Russian oil imports.
Global market
US air strikes on an Iranian industrial zone resulted in an environmental release equivalent to 1.5 million metric tons of carbon dioxide, Iranian authorities reported, escalating environmental and supply risks across Middle Eastern energy hubs. On Capitol Hill, US lawmakers introduced the Reagan Act bill to block all future US purchases of Russian crude oil, seeking to tighten statutory trade barriers despite recent executive waivers. In transatlantic diplomacy, Bild editor Paul Ronzheimer reported that advisers to Ukrainian President Volodymyr Zelenskyy expressed shock at statements from US President Donald Trump regarding potential leadership changes in Kyiv.
Russia & CIS
The Russian government officially partially lifted its diesel export ban, permitting 500,000 metric tons of fuel to enter global markets. Russian Vice Prime Minister Alexander Novak assured that domestic fuel supplies remain fully secured, as national refinery output covers internal demand. On financial markets, Gazprom Neft equities extended gains as Russian stock indices advanced 3.5%. In Ukrainian energy infrastructure, national grid operator Ukrenergo and energy holding DTEK implemented emergency power blackouts in Kyiv following facility damage, while Kherson region experienced a complete power disruption.
Armenia
The release of 500,000 metric tons of Russian diesel to global markets and environmental damage from US strikes in Iran establish a dynamic regional environment for Armenia. Geopolitical instability in neighboring Iran maintains risks for southern trade corridors, though additional fuel liquidity supports EAEU market stability. Despite regional disruptions, retail prices for petrol, diesel, and compressed natural gas in Armenia remain stable. Natural gas deliveries from Russia and generation at the Armenian Nuclear Power Plant continue at full capacity under long-term EAEU trade agreements shielding the domestic market from price fluctuations recorded by international market price assessments.