Russian Deputy PM Novak says a diesel supply solution, with reference to supplies to the US, will be determined via negotiation, in the context of ongoing sanctions, Ifx reports. Russian oil output will see a recovery

Remarks from Novak on Russian supply matters follow a well-established pattern: the deputy PM has long been Moscow's principal interlocutor on oil policy, and his public framing of flows as subject to negotiation has historically preceded formal arrangements rather than signalling an imminent shift in physical volumes. A negotiated diesel route to the US under an ongoing sanctions regime would be a departure from the structure that has prevailed since restrictions took hold, in which Russian product has been rerouted to third-country buyers and Western markets have sourced replacement barrels from the Gulf and Asia; any genuine reopening would bear first on Atlantic basin diesel cracks and the freight and blending economics of the current workaround trade rather than on crude outright. The output recovery line sits in the familiar sequence in which Moscow talks production back up after weather, maintenance, or restraint-driven declines, and such statements have tended to be calibrated to the prevailing OPEC+ posture at the time. The tells are whether anything formal emerges on the sanctions or waiver side, since rhetoric of this kind has frequently been floated ahead of talks and then gone quiet, and how the comment sits against Russia's existing commitments to its producer partners. As an Ifx-carried official comment rather than a policy document, the signal is directional and conditional.