Belarus Sets July Record in Fuel Shipments to Russia

Overview

• Belarus increased rail shipments to Russia in July to a monthly record of about 212,000 tonnes of gasoline and 162,000 tonnes of diesel, according to industry counts reported by Reuters.
• The rise helped plug gaps caused by Russian refinery disruptions earlier this summer that cut gasoline output to roughly two thirds of typical seasonal demand.
• Russia has also turned to imports from countries such as India, Kazakhstan and Morocco as it seeks extra fuel while domestic refining remains constrained.
• Ukraine’s retail and wholesale diesel prices have stopped rising and sit roughly between 89.9 and 97 UAH per litre, with market experts forecasting near‑term stabilization by around August 15 because inbound loads are arriving by land.
• Logistics strains — blocked Black Sea deliveries, lower Danube barge capacity, Polish quota cuts of about 20–30 percent and tanker diversion driven by higher bids — are tightening regional flows and could push prices up again if shipping or hostilities worsen.