WS #10515
Russia considers diesel export ban and delays refinery maintenance after drone attacks cut gasoline production 25% YoY; fuel market under control but not simple. Cautious optimism in US-Iran talks after Vance round; Tehran declares holiday after Khamenei funeral; US tanker deployment over Strait of Hormuz. DOE conditional $17.5B loan for up to 10 Westinghouse AP1000 reactors; bullish for nuclear supply chain (BAM, CCJ).
Russia Fuel Crisis
Russia considers diesel export ban and delays refinery maintenance after drone attacks cut gasoline production 25% YoY; fuel market under control but not simple.
Cautious optimism in US-Iran talks after Vance round; Tehran declares holiday after Khamenei funeral; US tanker deployment over Strait of Hormuz.
DOE conditional $17.5B loan for up to 10 Westinghouse AP1000 reactors; bullish for nuclear supply chain (BAM, CCJ).