UPDATE 2-Russia tells oil firms to resume full exports

(Adds traders with Nov-Dec outlook in para 11-16)

By Alexander Yershov and Dmitry Zhdannikov

MOSCOW, Nov 13 (Reuters) - Russia has ordered oil firms to resume full exports in November after they cut loss-making deliveries because of high duties and falling oil prices, industry and trading sources said on Thursday.

The head of Russia's pipeline monopoly Transneft (TRNF_p.RTS) Nikolai Tokarev has said oil firms have slashed around a quarter of their export plans in November as they want the government to further cut export duties.

Trading sources said cuts were of a much smaller scale and did not exceed 10 percent of plans for November.

On Thursday, industry sources said Transneft warned oil firms against cutting exports after its head Nikolai Tokarev met Prime Minister Vladimir Putin on Wednesday.

"Everyone will be pushed back. The reason that is being given is that the budget needs money and we must meet obligations with customers. No one wants to hear that prices will only fall further," one industry source familiar with the situation said on condition of anonymity because he is not allowed to talk to the press.

He added that the order applied to all companies including private producers. "You can not really force private firms into it, but there might be (other) sanctions," he said.

A trading source with a major Russian oil firm said his company had already decided against scrapping exports of three large cargoes after the government order was communicated to market players.

"It is chaos. I really don't know how we can make it," he said.

A poll of trading sources last week showed Russia's five biggest firms, Rosneft (ROSN.MM), LUKOIL (LKOH.MM), TNK-BP (TNBPI.RTS), Surgut (SNGS.MM) and Gazprom Neft (GAZP.MM) had planned to cut November oil export plans by around 1 million tonnes.

TOUGH ORDER

A shipping source familiar with operations of Russia's biggest port of Primorsk on the Baltic Sea said oil firms had planned to cut their November plans by seven cargoes.

A similar source at Russia's largest Black Sea port of Novorossiisk said the drop in volumes versus the plan was becoming evident.

"A drop in exports in November is unavoidable. You can't really jump over the throughput capacity," said a source close to the Russian pipeline monopoly, adding capacity limits prevented it from pumping enough in the rest of November to make up for cancelled volumes.