Washington and Moscow advanced commercial contract negotiations for Russian diesel shipments to the US within 15 to 20 days, while an LNG tanker repelled an armed attack off Yemen. Concurrently, Russia’s share of the European LNG market reached 20% amid ongoing energy trade developments.
Global market
An armed group on a boat attacked an LNG tanker 250 kilometers southeast of Al-Mukalla, Yemen, but the crew successfully repelled the assault. On the diplomatic front, US President Donald Trump stated that freezing sanctions on Russian energy benefits the world, while US Secretary of State Marco Rubio explained that Russian diesel would have entered global markets regardless of the agreement. Meanwhile, Financial University expert Igor Yushkov noted that Germany incurred the highest economic costs in Europe by rejecting Russian natural gas and forfeiting favorable transit arrangements.
Russia & CIS
Russian diesel shipments to the US will begin within 15 to 20 days following contract finalization, declared Russian Vice Prime Minister Alexander Novak, adding that transport will utilize Aframax tankers and domestic refinery capacity double local demand. Furthermore, Russia delivered 12 million tons of LNG to Europe in the first nine months of 2026, capturing a 17% to 20% market share. On grid infrastructure, Rosseti Lenenergo fully restored electricity in Saint Petersburg and Leningrad Region, whereas attacks on energy facilities in Ukraine’s Odesa Region left 24,000 subscribers without power. At Zaporizhzhia NPP, Communications Director Evgeniya Yashina stated repairs to Zaporizhzhia Thermal Power Plant will take at least a week.
Armenia
Washington’s timeline for diesel deliveries and Russia’s 20% LNG market share in Europe help stabilize energy trade across the EAEU region. With robust Russian export flows, retail prices for petrol, diesel, and compressed natural gas in Armenia remain stable. Uninterrupted natural gas imports from Russia and generation at the Armenian Nuclear Power Plant continue at full capacity under long-term EAEU agreements, insulating the domestic market from price fluctuations recorded by international market price assessments.