Commodities March 13, 2026

Merz Says Germany Was Not Consulted Ahead of U.S. Waiver on Russian Oil

Chancellor raises questions about Washington's rationale as he rejects military protection for key sea lanes

By Nina Shah
Merz Says Germany Was Not Consulted Ahead of U.S. Waiver on Russian Oil

German Chancellor Friedrich Merz said Friday that Berlin only learned on the morning the United States issued a waiver allowing purchases of sanctioned Russian oil and petroleum products stranded at sea. Speaking in Norway, Merz said he wants to understand Washington's reasoning and ruled out providing military protection for sea routes in response to tensions in the Strait of Hormuz.

Key Points

  • Germany reported it only learned on the morning the U.S. issued a waiver permitting the purchase of sanctioned Russian oil and petroleum products stranded at sea - relevant to the energy sector and oil markets.
  • Chancellor Merz said he wants to know the motivations behind Washington's decision, highlighting a diplomatic communication gap between Germany and the United States - relevant to government and foreign policy relations.
  • Merz ruled out providing military protection for sea routes such as the Strait of Hormuz, a position that touches on defense posture and maritime security considerations.

German Chancellor Friedrich Merz stated on Friday that Germany was not informed in advance of the United States' decision to lift certain restrictions on Russian oil. Merz said that Germany became aware of Washington's waiver on the morning it was issued, a move that permits the purchase of sanctioned Russian oil and petroleum products that had been stranded at sea.

Delivering remarks while on a visit to Norway, the chancellor said he would like clarity on the motivations behind the U.S. action. He did not provide further detail on any follow-up steps Berlin might take, but emphasized the need to understand the rationale for Washington's waiver.

In the same appearance, Merz was asked about the strategically significant Strait of Hormuz and whether Germany should consider extending military protection to shipping lanes in the region. He rejected the idea, saying there is no reason for Germany to provide such protection.

"Germany is not part of this (Iran) war, and we do not want to become part of it," Merz said.

The comments came amid questions over the movement of sanctioned crude and petroleum cargoes that had been left at sea following restrictions. The U.S. waiver referenced by Merz specifically addresses purchases of sanctioned Russian oil and petroleum products that were stranded on vessels.

Merz made his remarks publicly while in Norway on Friday. He reiterated his position that Germany should refrain from entering military engagements related to conflicts in the Gulf, framing that stance as a clear boundary for German involvement.

Beyond expressing the desire for an explanation from Washington, the chancellor did not outline any immediate diplomatic responses or policy changes by Berlin in reaction to the waiver. His statements focused on securing an understanding of the decision and on asserting Germany's reluctance to participate in military measures connected to the situation in the Strait of Hormuz.


Reporting note: The account above reflects statements attributed to the chancellor during his visit to Norway on Friday and describes the U.S. waiver as reported by the chancellor.

Risks

  • Uncertainty stemming from Germany not being consulted on the U.S. waiver could create diplomatic friction between Berlin and Washington - impacting government relations and policy coordination.
  • Limited clarity about the reasons for the U.S. decision leaves an information gap that may complicate responses from allies and industry participants - affecting energy markets and trading counterparties.
  • Questions about security in the Strait of Hormuz remain, even as Germany declines to offer military protection, leaving maritime shipping and insurers with ongoing exposure to regional risk.

More from Commodities

RBC Flags Extended Iran-U.S. Conflict Risk; Sees Oil Potentially Clearing 2022 Peaks Mar 13, 2026 Why Yemen’s Houthi Movement Has Yet to Join the Regional War Mar 13, 2026 Markets Brace as Oil Shock and Geopolitical Risk Shake Confidence Mar 13, 2026 Stricter Phytosanitary Inspections Disrupt Brazilian Soybean Flows to China Mar 13, 2026 South Korea Imposes Two-Week Wholesale Fuel Price Cap, First Major Intervention Since 1998 Mar 13, 2026