What happened
On 28 September 2026 President Putin signed a decree restricting the publication of energy-sector information: refinery-level processing volumes and output, refined-product export slates, quantities and prices, sellers, buyers and intermediaries, transport routes, terminals and storage, customs data, and exchange volumes for gasoline and diesel. Dissemination through the media or online is barred unless the company involved discloses the information itself. The decree gives its grounds as a response to "unfriendly acts" by the United States and states aligned with it. On 30 September the government extended the ban on diesel, marine-fuel and gasoil exports by producers, due to expire that day, to 31 October; the ban for non-producers and the full gasoline ban run to 31 January 2027 and the jet-fuel ban to 30 November. The government cited harvest-season demand. On 2 October Deputy Prime Minister Alexander Novak said the diesel market was balanced, that a partial reopening of exports would be considered if output exceeded domestic demand, and that protection measures had shortened restoration after strikes.
Every earlier Russian act on the refining constraint — the export bans, the eased fuel standards, the imported cargoes — acted on the fuel. This one acts on the evidence. From here, refinery-level output and export detail reach the record only through company disclosure and independent tracking, which narrows the measurements the module's refining question relies on. The extension shows the constraint still being managed rather than lifted. Novak's account of a balanced market and faster repair is an interested party's statement, recorded as his and not as a measurement; nothing here establishes lost throughput or a restart at any plant.
Confidence: High
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