Kpler: Two winter scenarios for Russian oil, up to 500 kbd diesel swing

[Kpler] Kpler outlined two winter 2026-27 scenarios for the Russian oil industry: an easing of Ukraine's drone campaign could return up to 500 kbd of Russian diesel to global markets, while renewed attacks risk jet and diesel shortages. According to Kpler, whether the drone campaign eases or shifts toward light gasoil will decide if up to 500 kbd of Russian diesel returns to global markets this winter.