WS #10517
Russia's Deputy PM Novak considers diesel export ban and delays refinery maintenance after drone attacks cut gasoline production 25% YoY; oil companies increase fuel production to maximum levels and use reserves. Cautious optimism for US-Iran talks per NYT and Bloomberg; Tehran declares three-day holiday after Khamenei funeral; US deploys 9 tanker aircraft over Strait of Hormuz; Polymarket shows bets on Hormuz traffic returning to normal.
Russia Fuel Crisis / Energy Bullish
Russia's Deputy PM Novak considers diesel export ban and delays refinery maintenance after drone attacks cut gasoline production 25% YoY; oil companies increase fuel production to maximum levels and use reserves.
Cautious optimism for US-Iran talks per NYT and Bloomberg; Tehran declares three-day holiday after Khamenei funeral; US deploys 9 tanker aircraft over Strait of Hormuz; Polymarket shows bets on Hormuz traffic returning to normal.