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EU Lowers Russian Oil Price Cap to $44.1 Effective February 1

The move implements the EU’s automatic mechanism to curb Moscow’s oil revenue.

Overview

  • The Council’s decision was published in the EU’s Official Journal on January 15 and takes effect on February 1, 2026.
  • Pre-existing contracts signed before February 1 may continue at the $47.6 level until April 16, 2026 under a transition provision.
  • The cap was first set at $60 in December 2022 and moved to $47.6 in 2025 when an automatic, dynamic adjustment mechanism was adopted.
  • Russia prohibits sales that comply with the cap, with its export ban currently extended through June 30, 2026, according to RBC.
  • G7 and EU policymakers have discussed potentially replacing the cap with a full ban on maritime services for Russian oil, Reuters reported in December.