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The Trump administration arranged a diesel supply agreement with Russia aimed at increasing global fuel supplies and lowering diesel prices ahead of the November U.S. midterm elections. Critics, including Ukrainian President Volodymyr Zelenskyy, say the move effectively eases sanctions on Moscow and contradicts U.S. sanctions law, with Zelenskyy calling it something that "plays into Russia's hands." Market strategists questioned the move's effectiveness, suggesting it may be "too little, too late" to meaningfully affect diesel prices before the election. The episode highlights tension between U.S. domestic energy policy goals and its broader sanctions regime against Russia amid the ongoing war in Ukraine.

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