Overview

• Sergej Aksjonow acknowledged shortages on Crimea and said AI-95 supplies should resume within days, with AI-92 availability targeted within two weeks.
• Market data cited by Kommersant indicated roughly half of gas stations on the peninsula ran out of petrol, with reports of closures and rationing for priority vehicles.
• Alexander Novak said Russia will prolong a ban on gasoline exports until year‑end and impose diesel export limits for non‑producers, with exceptions for intergovernmental deliveries.
• Traders told Reuters refinery output in Russia fell by up to one fifth on some days, as Ukrainian drones targeted facilities including the Salawat complex and a Volgograd refinery.
• Coverage tallied more than ten strikes on refineries and export terminals in the past two months, with prices rising and AI‑92 hitting a record on Thursday as shortages spread to regions like Primorye.