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Energy

Russia's refiners keep their diesel at home to the end of October, Vedomosti and RBC report; the intergovernmental exemption that feeds Dushanbe stands

The Russian government has decided to extend the export ban on diesel for producers to the end of October 2026, Interfax reported at 08:10 on Wednesday, citing Vedomosti and RBC on the outcome of Alexander Novak's meeting of 14 September. The ban was due to lapse on 30 September. No resolution has been published; Interfax carried the decision as media reports of the government's plans.

Russia's refiners keep their diesel at home to the end of October, Vedomosti and RBC report; the intergovernmental exemption that feeds Dushanbe stands

The stated purpose is winter stocks: "to ensure an increase in reserves for the winter period", in Interfax's wording of the reports. Vedomosti's own sentence, as the customs news service Alta-Soft relays it, is flat: "The Russian government has decided to extend until the end of October 2026 the ban on diesel exports for producers." The other dates of the wall are unchanged: diesel for non-producers to 31 January 2027, jet fuel to 30 November, petrol for all exporters to 31 January 2027.

It is the second extension in three weeks. On 29 August the government pushed the producers' date from the end of that month to 30 September, on supply disruptions Vedomosti counts in 80 Russian regions.

The region's exposure runs through the exemption. The ban carries a carve-out for supplies under intergovernmental agreements, and Tajikistan buys under one: 599,500 tonnes of fuel imports in the first half of 2026, 91.1% of them Russian, under the 2013 agreement that frees them from export duty, at customs unit values of $807 a tonne for petrol and $789 for diesel. Dushanbe's forecast for 2027 is 1.55 million tonnes, 700,000 of them diesel.

It is the second extension in three weeks.

Kyrgyzstan buys on the market side of the wall and pays the difference itself. Resolution No. 579 of 26 August sets import references of $1,050 a tonne for diesel and $960 for AI-92 with budget compensation to 31 December, and the first claims fall due on 25 September. Uzbekistan's energy ministry put 85 to 90% of its imports on Russian refineries on 8 September and said they had fallen sharply after the refinery halts. Mongolia's fuel headquarters received its August diesel allocation of 158,530 tonnes in full, and September's Chinese promise carries 3,000 tonnes of diesel beside 10,000 of petrol.