Russia extended its existing diesel export restrictions beyond the October 31 deadline through a government decree, maintaining a general ban on producer shipments until January 2027 while carving out expanded quotas for select refiners to fulfill commitments under the Putin-Trump agreement. This approach preserved domestic market stability amid refinery utilization gains and balanced supply, avoiding a full reinstatement that would have halted all exports. Trader consensus at 99.2% for “No” reflects these verifiable policy actions and quota increases to 2.15 million tons planned for November. Tail risks remain from Ukrainian refinery strikes that could force tighter controls or sudden quota adjustments if production shortfalls emerge.