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On April 30, the presidential decree on the mandatory sale of foreign exchange earnings by Russian exporters expired. The requirement was in effect from October 2023 and applied to companies from the fuel and energy complex, metallurgy, chemical and forestry industries, as well as grain farming. What will happen next has not been officially announced.

In Brazil, jet fuel has sharply risen in price since April 1: Petrobras raised the price by about 54.8% and offered installments of part of the increase for distributors. Fuel accounts for a significant share of airline costs, so the market quickly transfers the increase to tariffs. For B2B, this is a blow to urgent deliveries and the aviation component of logistics.

South Africa has made an emergency reduction in fuel taxes to soften the blow to the economy. For carriers, farmers and businesses with a high share of car insurance, this decision was an attempt to gain time during a period of price pressure.

The Brazilian air transportation market has received a massive cost blow. Rising jet fuel prices are immediately reflected in cargo aviation, urgent deliveries, and tariffs for businesses that use aviation as part of their logistics.

South African citrus exports enter the season under pressure from the fuel factor. For the market, this is a story about cost, supply stability, and the vulnerability of agricultural statistics to diesel disruptions.

Global container rates continue to rise amid tensions in the Middle East and additional costs for carriers. Routes from China to the United States are becoming more expensive, and the market is preparing for a new round of fuel surcharges and tariff revisions.

Brazil's fuel logistics is entering a zone of turbulence: distributors are warning authorities about supply risks after canceling expected fuel auctions, amid rising demand for diesel. Depending on imports, the burden shifts to ports and supply chains.

India's largest container port, JNPA, has launched crisis measures to remove export containers stuck due to line failures in the Middle East. The port has set up an interdepartmental headquarters, expanded storage facilities, and asked terminals to give exporters storage and refueling privileges.

In 2026, freight transportation in Russia will rise in price by 15-18%. The main reasons will be an increase in fuel prices, an increase in VAT, an increase in the cost of transport repairs and the indexation of payments in the Platon system, market participants warn.

In Crimea, fuel shortages are again being recorded. In a number of cities, AI-95 gasoline is not available for free sale or is sold on coupons. Experts and locals attribute the situation to logistical constraints and rising prices amid the approaching tourist season.