Executive Order Blocks New Sanctions, Citing National Interest
The executive order, published by the White House, exempted Russia from provisions of the Graham Act that would have imposed a 100% tariff on goods from the five largest Russian oil and gas importers, as well as 500% duties on Russian exports. Trump, who signed the legislation in September, cited authority under the law’s Section 115 to suspend enforcement, stating he had submitted a document to Congress proving the move was in the U.S. national interest.
The exemptions specifically targeted the Graham Act’s measures to cut off funding for Russia’s war in Ukraine by penalizing countries importing Russian energy. However, the White House clarified that existing sanctions under the U.S. national emergency powers against Russia would remain in place.
Diesel Pact with Russia Undermines Sanctions
Trump’s decision followed a week of heightened tensions after he announced a deal with Vladimir Putin to import Russian diesel to the U.S., aiming to lower global energy prices. The agreement, which included immediate shipments of 300,000 tons of diesel, was criticized by lawmakers and allies as aiding Moscow’s war effort while failing to address global oil market instability.
Analysts noted the exemptions and the diesel pact align with Trump’s broader strategy to use Russian energy resources ahead of the November 2026 midterm elections, amid declining approval ratings and rising inflation. The move also reflects his shifting stance toward Russia, including public criticism of Volodymyr Zelenskyy and calls for Kyiv to replace its leadership.
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Bipartisan Backlash and Geopolitical Concerns
The exemptions drew sharp criticism from both parties, with lawmakers accusing Trump of undermining efforts to isolate Russia. A bipartisan group of senators called the move betrayal of the Ukrainian people
, while European allies expressed alarm over the potential impact on Ukraine’s defense. The Graham Act, named after the late Republican senator who championed harsher Russia sanctions, had previously passed with near-unanimous congressional support after his death in July 2026.
Ukrainian officials condemned the decision, with Zelenskyy accusing the U.S. of rewarding aggression. The White House faced further scrutiny over its handling of the energy crisis, as global oil prices remained volatile amid ongoing conflicts in the Middle East and Eastern Europe.
Trump’s actions highlight the complex interplay between economic interests, geopolitical strategy, and domestic politics as the U.S. manages its role in the Russia-Ukraine war and global energy markets.