Global oil markets are facing a historic loss of diesel supply: Diesel supply from the Middle East dropped by -835,000 barrels per day on average between March and August 2026 compared to the same period in 2025, according to Vortexa estimates. At the same time, Russian diesel supply fell -377,000 barrels per day. Meanwhile, Kpler estimates diesel supply was down -750,000 barrels per day in the Middle East over the same period and -361,000 barrels per day in Russia, while Energy Aspects estimates declines of -733,000 and -307,000 barrels per day, respectively. This puts the average estimated diesel supply loss at -772,667 barrels per day in the Middle East and -348,333 barrels per day in Russia, or -1.1 million combined. Furthermore, Russian diesel supply plunged -615,000 barrels per day YoY on average in July and August, following Russia's diesel-export ban. The global diesel market crisis is deepening.