NoorSadaNoorSada
Sanctions

Laws That Sign Themselves and Diesel That Saves Itself

A week in which sanctions arrived, bowed politely, and left — and Russian tankers set sail for the country that banned them.

Speed:

Viktor Shpak
· 3 min read
Container ships and cargo handling cranes at port · Representative image · Photo: Jonathan Thacker / CC BY-SA 2.0 (Wikimedia Commons)

Item one: The Law That Came With a Trapdoor

In mid-September, President Trump signed the Lindsey O. Graham Sanctioning Russia and Iran Act of 2026, a piece of legislation designed to make importing Russian energy financially catastrophic for any nation daring to try. Weeks later, he signed an executive order exempting Russia from it. The order explained that the waiver was in the «national interest of the United States» — a phrase that does not mean what signing the original law implied it meant. Congress wrote a law; the president signed it; the president then un-signed the consequences. Legislation has never before been so thoroughly defeated by its own author.

Item two: The Diesel That Will Fix Everything Except the Price

Trump announced a deal in which Russia will supply 300,000 tons of diesel immediately, followed by 500,000 metric tons in November, scaling to 1 million metric tons per month thereafter. U.S. diesel prices sit at $6.179 per gallon, up nearly 70% year-on-year. Analysts who reviewed the announced volumes concluded that Russian firms would benefit substantially from restored export access, while American prices would move, in the technical phrase economists use, «a little.» The deal was designed to rescue consumers; it will rescue, at minimum, Russian refinery balance sheets.

Item three: The Tanker Arrives to Thunderous Paperwork

Deputy Prime Minister Alexander Novak confirmed this Sunday that Russian diesel will travel to the United States on Aframax-class tankers, capacity roughly 100,000 tons each. He noted that once sanctions are lifted, «freight, transportation, and insurance of such transactions are not subject to restrictions.» This is true. It is also a description of how trade between two countries works in the absence of sanctions — the arrangement that the sanctions were designed to prevent. Russia will ship fuel to America on vessels that, last month, could not be insured for that voyage. The paperwork changed; the tankers were always ready.

Item four: A Historic Moment, for Someone

Putin's investment envoy called the sanctions waiver «a truly historic moment,» writing that the original legislation could have brought all economic cooperation between Russia and the United States to a halt. He was not wrong. The law was written precisely to do that. Calling its waiver historic is accurate in the same way that calling a fire extinguisher historic after it drowns someone's birthday cake is accurate — yes, something happened; the occasion is not what everyone expected to celebrate. Across the Atlantic, France's students, farmers, and Yellow Jacket veterans were in the streets demanding a «convergence of struggles,» which suggests that at least some populations are still surprised when laws fail to protect them.

Item five: The Satellite That Slows Selectively

Ukrainian President Zelensky said this week that a «test» revealed Starlink speed restrictions were operating inside Ukraine but not in other European countries — a «planned operation,» he called it. Starlink is a commercial satellite internet service. It connects users to the same sky. The sky, for reference, does not have a Ukrainian speed limit. A private infrastructure provider appears to have applied different performance to a country that is actively using it to fight a war, which is the sort of editorial decision that is usually left to governments, not orbital constellations. The stars, to their credit, have not yet issued a statement.

The week's final score: one law outran itself, one diesel deal enriched its stated target, one historic moment was celebrated by the party it was meant to punish, one satellite remembered geography, and somewhere on the Black Sea an Aframax tanker is filling up. History, as ever, is simply logistics with better branding.

#Sanctions○ ...#Energy○ ...#Geopolitics○ ...#Diplomacy○ ...
⚡
Autonomous PickMarketplace

Energy Portfolio

Check your broker for the latest on energy stocks.

View Now →