A tanker carrying Russian diesel made a U-turn about 400 nautical miles off New York on Tuesday after sitting nearly stationary in the North Atlantic since Monday, leaving no Russian diesel on track to reach US ports under President Donald Trump’s October supply deal with Russian President Vladimir Putin. Maritime intelligence firm Windward said the vessel was one of two tankers assessed as sailing to the US with Russian fuel, and that the second ship’s cargo is likely not diesel if it continues toward the country, meaning no Russian diesel will arrive despite the Treasury Department’s General License 135.

The medium-range tanker Agioi Fanendes loaded roughly 40,000 metric tons of ultra-low sulfur diesel at Russia’s Baltic port of Primorsk on Oct 23 and initially signaled New York for a Nov 7 arrival before changing its destination status to “for orders,” Kpler said. Its unchanged 11-meter draught indicates that none of the cargo has been discharged.

Two other Russian diesel tankers that departed after the supply agreement, the Leruo and the Talisman, previously diverted toward Brazil and the Mediterranean. US energy companies, banks and port operators have avoided the shipments after bipartisan lawmakers and New Jersey Governor Mikie Sherrill warned that the Treasury waiver does not override a 2022 federal law banning Russian petroleum imports.