Middle East and Russia cut diesel supply by 1.1 million bpd
Global diesel supply has contracted sharply, with the largest losses coming from the Middle East and Russia between March and August 2026 compared to the same period in 2025.
Estimated declines by source
- Vortexa: Middle East −835,000 barrels per day; Russia −377,000 barrels per day.
- Kpler: Middle East −750,000 barrels per day; Russia −361,000 barrels per day.
- Energy Aspects: Middle East −733,000 barrels per day; Russia −307,000 barrels per day.
Averages and combined loss
Average estimated decline: Middle East −772,667 barrels per day; Russia −348,333 barrels per day. Combined loss: −1.121 million barrels per day.
Recent Russian drop
Russian diesel supply fell an average of −615,000 barrels per day year over year in July and August following Russia’s diesel-export ban.
The global diesel market crisis is deepening. Data compiled from Vortexa, Kpler, and Energy Aspects via The Kobeissi Letter.
