Investors who buy idle sanctioned tankers and refit them could put the ships back into legal oil trade, US Energy Secretary Chris Wright said on 19 October, Bloomberg reported. He laid out the plan five days after a US official described it to Reuters.

That official said the aim was to cut record tanker freight rates. The Energy Department added that any relief would not help Russia move its oil. The plan comes weeks before the 3 November midterms, with voters worried about fuel costs after gasoline and diesel prices surged in the Mideast conflict. Yet the shadow fleet is also how Russia sells oil past sanctions, and those sales fund its war against Ukraine. In December 2025, Ukraine’s foreign intelligence counted more than 1,100 tankers serving Russia alone, 226 of them under US sanctions.

An approval process Wright didn’t detail

Many sanctioned tankers sit idle, Wright told Bloomberg’s Annmarie Hordern, and buyers keep approaching the administration offering to fix them up and carry only legal oil.

“We’re going to move some of the ships from what I call the ‘bad-guy fleet’ to the ‘good-guy fleet,’” he said. “They will not carry sanctioned oil anymore.”

The ships must go through an approval process, Wright said, but he gave no criteria. He insisted “there is no removing of sanctions.”

He put the global dark fleet at about 1,600 ships, a count covering vessels that hauled Venezuelan, Iranian, and Russian oil. Dozens or even hundreds could turn legitimate, he said. The ships are no longer needed for Venezuelan oil, Wright said, and no Iranian oil is moving. Russian oil exports, he added, “are certainly not growing.”

Diesel, a waiver, and the tankers

Earlier, on 9 October, the Treasury issued General License 135, allowing some deals in Russian diesel until 7 April 2027. On 16 October, US President Donald Trump waived sanctions and tariffs under the Graham Act, leaving earlier sanctions intact. That law had directed him to review and sanction shadow-fleet vessels. Trump defended the waiver as a way to keep Moscow at the negotiating table.

House Speaker Mike Johnson told Fox News host Larry Kudlow on 18 October that he had asked the White House team to “carefully consider the unintended consequences,” The Hill reported. He added that he thought “the right decision will be made” in the end.

Ukrainian drones struck St. Petersburg’s oil terminal, a fuel depot, an Ozon distribution center, and a VK data center overnight, setting off fires across the city, monitoring channels reported. Russian outlet Meduza called it apparently the largest attack on the city and Leningrad Oblast since the war began. Russian officials acknowledged fires, damaged homes and substations, and power cuts.

Russia keeps fighting along the front while bombarding Ukrainian cities and the grid behind it. Ukraine’s long-range drones, in turn, target the oil exports and logistics that fund and supply that war, and Russia’s Baltic oil ports have been hit repeatedly this year. St. Petersburg is a symbolic place: Russia’s so-called second capital and Putin’s hometown.

Oil terminal and fuel depot on fire

Ukrainian forces struck the Petersburg Oil Terminal with FP-1 drones, starting a fire, Ukrainian drone maker Fire Point said. The company described the terminal as one of the region’s largest, handling 12.5 million tonnes of petroleum products a year, including for export.

St. Petersburg Governor Aleksandr Beglov acknowledged fires at the terminal and in four city districts, adding that Pulkovo airport had restricted flights. By morning, firefighters were still battling blazes at the terminal, the Ruchyi oil depot, and industrial warehouses in the Kolpinsky district, he wrote. He claimed one person was killed and five injured. Ukrainian monitoring channel Exilenova+ reported that the Ruchyi depot had been burning since the night.

Ozon hub, VK data center, and a bridge

An Ozon distribution center in Kolpinsky district caught fire after the attack, the company said, Russian independent outlet Astra reported. Astra’s open-source intelligence analyst described it as one of Ozon’s busiest fulfillment centers in northwestern Russia, covering up to 79,000 m².

FP-1 drones also hit a VK data center in Novosergiyevka, Leningrad Oblast, causing serious damage, Fire Point said. VK acknowledged a drone attack on the site but claimed its services were working normally. Leningrad Oblast Governor Aleksandr Drozdenko claimed air defenses downed 145 drones over the oblast alone. He acknowledged damage to the data center’s transformer equipment and warehouse complex, and minor damage to the Vostochnaya substation. Two other substations in Yanino went offline, cutting power to about 20,000 people, he said.

A drone also hit the cable-stayed bridge over the Korabelny fairway, part of a toll highway linking the city’s north and south, Exilenova+ reported, adding that the extent of the damage was still being clarified. The channel also reported a fire near a Russian Aerospace Forces radar company outside the village of Kaporskoye.

To reach St. Petersburg, Ukrainian drones had to cover 1,000 km across four Russian regions guarded by air defenses and electronic warfare, said Serhii Beskrestnov, adviser to Ukraine’s president on defense technology.

“And these are not cruise missiles with special systems, these are drones that fly at speeds of up to 200 km/h,” he wrote.

Strikes resume after a one-sided truce

The same night, Russia hit Ukraine’s grid again, and Ukrainian President Volodymyr Zelenskyy counted 76 Russian strikes on energy since the ceasefire was announced. US President Donald Trump declared the truce on 11 October. Ukraine paused its refinery strikes for three days at Washington’s request, but Russia struck a Kharkiv power plant within hours and kept hitting the grid. Zelenskyy then said Ukraine was resuming strikes on Russian oil and would stop again only in exchange for more US interceptors for its Patriot systems. Trump called the renewed strikes “a disgrace” and said he found Zelenskyy “more difficult to deal with than Putin.”

Ukraine has hit the St. Petersburg area before. In July, drones set fire to Wildberries warehouses near the city. In August, Ukraine began striking Ozon hubs, starting in Samara Oblast. The hubs move dual-use goods such as electronics and drone components.

Russia's seaborne exports of refined oil products rose to a three-month high in September, but the growth came from cheaper fuel oil and naphtha as diesel shipments fell to their lowest in more than a decade, Bloomberg reported, citing Vortexa data. Russia kept diesel at home after Ukrainian refinery strikes and paid oil companies to supply its pumps, while high crude prices lifted its crude export earnings.

During the ongoing deep-strike campaign, Ukraine's long-range drones have knocked out more than half of Russia's oil refining capacity, Kyiv says, and Russia's budget oil revenues are falling even as it raises war spending. High global crude prices are softening that blow.

Cheaper fuel out

Total seaborne product exports reached about 1.17 million barrels a day in September. Fuel oil shipments rose 6% to about 613,000 barrels a day, the highest since April. Naphtha, a feedstock for petrochemicals, jumped 35% to 363,000 barrels a day. Exports of refinery feedstocks, including vacuum gasoil, rose to about 32,000 barrels a day, according to Bloomberg.

The trade has moved north. Almost 80% of fuel oil cargoes left from Baltic ports, and naphtha loadings there rose almost 50% as Ukrainian attacks disrupted Black Sea infrastructure. In September, Ukraine reported hitting an oil terminal in Novorossiysk, Russia's main Black Sea oil port—one in a string of attacks on Russia's Black Sea ports and oil sites.

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Diesel kept at home

Diesel and gasoil exports fell 28% to 144,000 barrels a day, the lowest monthly volume in Vortexa data going back more than a decade. Russia has restricted diesel exports to protect domestic supply after Ukrainian attacks on its refineries. Drones kept hitting them into October, from a Lukoil refinery in Volgograd to Gazprom's Salavat complex in Bashkortostan.

In September, Russia paid oil companies the biggest subsidy in more than four years to keep road fuel on the domestic market. It also imported about 350,000 tonnes of motor fuel by sea, mostly gasoline from India, Morocco, and Türkiye, Reuters calculations showed. Officials are considering letting some producers resume diesel exports in October to avoid overstocking, according to Interfax.

The diesel squeeze has reached the White House. US President Donald Trump stated on 30 September that diesel was hurt "not by the Middle East, but by what's going on in Russia, because those diesel refineries are being knocked out at a pretty alarming rate."

Crude carries the revenue

Russia's crude exports reached about 3.99 million barrels a day in the week to 27 September, and the estimated value of its seaborne crude shipments neared its highest since the full-scale invasion began, Bloomberg reported. Brent crude traded at about $102.60 a barrel on 9 October, according to Trading Economics data.

Ukraine is about to tell Washington exactly which Russian targets it wants punished under America's new sanctions law, the Associated Press reported. A senior Ukrainian diplomat said Kyiv will hand the Trump administration and Congress a wish list of companies, ships, and people this week—and at the top are the firms supplying parts for Russia's answer to Starlink.

The law requires Washington to act but lets the president waive the sanctions if he certifies that doing so serves US national interests, and the first choice falls due in weeks. For Ukraine, a measure that names no targets changes nothing on the ground—which is why the fight now is over whose names make the list before the clock runs out.

A list topped by Russia's Starlink clone

Denys Sienik, chargé d'affaires at Ukraine's embassy in Washington, said the priority is a group of Russian firms making components for Rassvet, Moscow's homegrown satellite network, which Russia hopes to complete by the end of the year—though its own officials have put the start of service in 2027. Bureau 1440, the firm building Rassvet, is not itself on US sanctions lists, but its parent company, ICS Holding, is under US blocking sanctions, according to Militarnyi. The suppliers feeding the network parts are not sanctioned, and those are the ones Kyiv wants added to the list.

Russia sped up the project after Ukraine and SpaceX cut off the Starlink terminals its troops had used without authorization at the front. If Russia completes the constellation, Sienik said, it could strike Ukraine at will with real-time information—a danger he warned would bite hardest this winter. "If these entities are not sanctioned, it will actually make this program possible for Russia and that will be a game-changer," he told reporters, Reuters reported. Kyiv wants access to Starlink inside Russia, too, so it can strike targets there.

Euromaidan Press has reported how such a network would change the battlefield: the satellites transmit in high-frequency bands that are hard to jam, and a relay overhead would feed drones and missiles fresh coordinates mid-flight, letting them fly low under air defenses that struggle to see them.

Oil tankers and attacks on US firms

Ukraine is pushing for tougher action against Russia's shadow fleet, too—the aging tankers that sell its oil around Western restrictions—and is asking the administration and American industry to publicly condemn Russian attacks on US companies' operations inside Ukraine, Sienik said.

The deadline Washington is now facing

The requests arrive as the administration faces an 18 October deadline to decide which Russian entities, if any, to sanction under the Lindsey O. Graham Sanctioning Russia and Iran Act, which US President Donald Trump signed into law on 18 September. The law directs the White House to impose tariffs on Russia's biggest oil buyers and to block its banks, officials, and tankers—but lets the president waive those measures, which is why Kyiv is lobbying for the toughest list it can get.