Ethmos Podcast Pulse
Start free
← The Pulse · week of Oct 19–25
PodcastThe Trade GuysOctober 19, 2026

U.S.-Russia Diesel Deal, Europe-China Hybrid Vehicle Agreement, and Tariff Refunds

A Trump waiver let Russian diesel into markets while the EU capped Chinese hybrid imports at 350,000 vehicles annually, exposing legal and trade-enforcement gaps.

  • Russia diesel waiver: Trump used statutory waiver authority (Lindsey Graham Act, 2022 sanctions law) to allow Russian diesel into markets to ease fuel prices; Bill Reich says required congressional consultation/45-day and 90-day waiting periods appear unmet, inviting lawsuits.
  • EU-China hybrid quota: EU and China agreed to cap Chinese hybrid/plug-in hybrid imports at 350,000/year, down from a projected 800,000 in 2026 but up from 302,000 in the prior year.

The full card is a free trial away.

The full summary and the deep dive on this episode, plus a brief every morning on the shows and companies you follow.

Read free — start your trial

14-day free trial

Themes, sentiment and reasons are AI-written paraphrases, checked so they never quote an episode. They may contain errors. Not investment advice. Episodes remain the property of their creators.