THE REPORT SAYS THE TWO SIDES WERE ALSO DISCUSSING INCORPORATING THE U.S. MAJORS IN A PLAN TO RESUME RUSSIAN OIL DELIVERIES TO EUROPE THROUGH THE DRUZHBA PIPELINE, WITH THE POTENTIAL ACCORDS PART OF A LARGER U.S. EFFORT TO TERMINATE THE INVASION BY OFFERING INCENTIVES, THOUGH U.S. LEADERS HAVE SAID THE VENTURES WOULD NOT BEGIN UNTIL THE CONFLICT WAS DONE - FT

The report indicates that the two sides discussed bringing U.S. oil majors into a plan to resume Russian crude deliveries to Europe via the Druzhba pipeline, with any agreements potentially forming part of a broader U.S.-led initiative. The transmission channel runs primarily through supply expectations: restored Russian flows into European refineries would ease the marginal supply tightness that has supported Brent and Urals pricing since sanctions reshaped trade routes, pressuring crude benchmarks lower on a forward basis. Europe's refined product complex, particularly diesel margins and the Druzhba-fed refineries in Central and Eastern Europe, would be most directly affected, while Russian export discounts could narrow if buyer access widens. Traders should watch the weekly EIA crude inventory data and any official confirmation or denial from the involved parties, since headline-driven moves in Brent and European diesel crack spreads often reverse quickly without binding agreements.

Crude oil (WTI/Brent) reacts in real time to OPEC+ production decisions, EIA weekly inventory reports, geopolitical supply disruptions (Middle East, Russia, Venezuela) and US Strategic Petroleum Reserve announcements. A 5% intraday move on breaking news is not unusual.

HIGH-impact news is typically a market-moving event with multi-pip or multi-percent intraday reactions. Examples include central bank rate decisions, major CPI/NFP releases, geopolitical shocks, mega-cap earnings beats/misses, and regulatory announcements. Traders typically position-reduce or hedge ahead of scheduled HIGH-impact events, and follow the wire in real time to react to unscheduled ones (war headlines, central-bank emergency statements, surprise corporate actions). The Trading News Terminal squawk box reads every HIGH-impact headline aloud the moment it hits the wire — so active traders don't have to stare at the feed.

Active traders typically follow a three-step workflow when a market-moving headline hits the wire: (1) read the headline on the terminal or hear it on the squawk box; (2) assess whether the news is already priced in (by checking intraday price action in the seconds before) or whether it's genuinely new information; (3) act — either entering a breakout position, fading an overreaction, or tightening stops on existing trades. Trading News Terminal's Pro plan delivers wire-grade headlines within seconds of the source, with automatic audio squawk on every HIGH-impact event, so the read-assess-act cycle never waits on a refresh button.