• Russian seaborne oil product exports were about 1.17 million b/d in September, a three-month high, per Vortexa data in a Bloomberg report.
• Diesel and gasoil fell 28% month-on-month to 144,000 b/d, the lowest monthly volume in Vortexa data going back more than a decade.
• Naphtha rose 35% to 363,000 b/d, and fuel oil rose 6% to about 613,000 b/d, the highest since April.
• Bloomberg links the diesel drop to a Russian export restriction meant to protect domestic supply after Ukrainian refinery attacks.
• The figures are ship-tracking estimates, not official customs data, and volumes and destinations may be revised.

Russia shipped about 1.17 million barrels per day of refined products by sea in September, a three-month high, even as diesel exports sank to a record low. The figures come from Vortexa tracking data in a Bloomberg report reissued by Rigzone on 10 October 2026. They are ship-tracking estimates rather than official customs data, and Bloomberg notes that cargo volumes and destinations may be revised as more details emerge.

Diesel fell to a decade-plus low

Diesel and gasoil exports fell 28% month-on-month to 144,000 barrels per day, the lowest monthly volume in Vortexa data going back more than a decade, according to the Bloomberg report. Bloomberg says Russia restricted diesel exports to shore up domestic supply after Ukrainian attacks on its refineries. Cargoes bound for Brazil rose, so the stream shrank but did not vanish. Treat the numbers as tracker estimates, not official customs data.

Naphtha and fuel oil filled the gap

Naphtha exports rose 35% to 363,000 barrels per day, and fuel oil rose 6% to about 613,000 barrels per day, the highest since April, per the same Vortexa-based report. Baltic ports carried almost 80% of fuel oil cargoes, and Baltic naphtha shipments rose almost 50% as Ukrainian attacks disrupted Black Sea infrastructure, according to Bloomberg. The headline total therefore rose on fuel oil and naphtha while diesel fell; the source does not rank these products by value.

The export ban behind the diesel slump

On 29 August the Russian government extended a ban on direct producers exporting diesel, marine fuel and gasoil until 30 September, citing the need to maintain stability in the domestic fuel market, as reported by Bloomberg and relayed by Ukrainska Pravda. The ban excludes supplies under intergovernmental agreements and humanitarian aid. The same report says Ukraine had attacked Russian refineries at least 21 times since the start of August, though that count is the outlet's, not an official tally.

What to watch: diesel policy and domestic supply

The main variable for October is whether diesel exports resume. Bloomberg cites Interfax reporting that officials are considering letting some producers resume shipments this month to avoid overstocking. That is a reported consideration, not a confirmed decision. Bloomberg also reports that Russia paid oil companies its biggest subsidy in more than four years in September to supply road fuels to the domestic market. Both items point to domestic supply as the constraint. This is analysis, not a trading call.