Overview

• Deputy Prime Minister Alexander Novak said the gasoline export ban will run through year-end and diesel exports by non-producers will be barred for the same period.
• About half of filling stations in occupied Crimea have halted gasoline sales, with regional retailers across Russia imposing 10–20 liter purchase limits and other curbs.
• Wholesale prices hit new highs, with AI-92 reaching 79,788 rubles per ton on Thursday after rising roughly 40–50% since January.
• Ukrainian drone strikes since August have knocked multiple refineries partly or fully offline, reducing Russia’s refining capacity by about 17%, or 1.1 million barrels per day.
• Novak acknowledged a slight shortfall he said is being covered by reserves, as the government orders activation of spare capacity, delays maintenance, and coordinates rail shipments to stabilize supply.