Trump says Russia agreed to release diesel into world markets, starting with about 2.25 million barrels in October and rising to 7.5 million barrels by December. Analysts expect limited effect: the first lot is about 10% of Russia's pre-conflict monthly exports, and refinery capacity is uncertain. US retail diesel is about $6.28/gallon. For a Thai SME, diesel and transport costs may stay high near term, so keep fuel and freight assumptions conservative and do not expect a quick drop.