Overview
- President Vladimir Putin’s decree suspends the zeroing of fuel damper payments for gasoline and diesel from October 1, 2025 to May 1, 2026 and temporarily removes excise on diesel produced by blending with aviation kerosene outside refineries.
- The National Automobile Union asked the antitrust service to set a retail ceiling calculated as the regional average price on the same day in 2024 plus accumulated inflation, and FAS said the proposal will be reviewed.
- First Deputy Prime Minister Denis Manturov ordered the industry ministry to propose a one‑month delay to new vehicle recycling‑fee rules, indicating they could shift to December to accommodate cars already in transit or at customs.
- Wholesale prices remain high, with AI‑92 at 74,191 rubles per tonne near last week’s record, while some diesel grades eased on the SPIMEX exchange.
- The International Energy Agency estimates Russian refining runs are down about 500,000 barrels per day and may not fully recover until mid‑2026, reinforcing the government’s use of temporary market controls and export curbs.