🛢️🧮 WHY THE US-RUSSIA DIESEL DEAL IS MATHEMATICALLY IMPOSSIBLE

Washington announced a deal. Moscow's stock market surged. But can Russian refineries actually deliver the volumes the US wants? The math says no.

· 🛢️ 300,000 tons is barely one day of US transportation consumption – the announced volumes are physically questionable.

· 📜 General License 135 – the US Treasury quietly authorized Russian diesel exports as fuel inflation surged at home.

· 📈 Moscow Exchange rallied ~10% – Lukoil, Rosneft, Tatneft, Surgutneftegas, and Sovcomflot all surged on sanction carve-outs.

· 🏭 Damaged refining units – Ukraine's drone strikes on Russian refineries have crippled domestic capacity.

· 🇪🇺 Europe's diesel shortage intensifies as supply chains strain.

🎥 Watch the full analysis: https://youtu.be/-mkQBNKkPko

#EnergyGeopolitics #USRussiaDeal #Diesel #BRICS