Overview

• About 38% of Russia’s refining capacity was offline at the end of September, a shortfall of roughly 338,000 tonnes per day, according to The Moscow Timesiting RBRBK.
• Nearly 70% of recent interruptions are attributed to Ukrainian drone attacks, with fuel production reported down 6% in August and 18% in September.
• Wholesale fuel prices have climbed more than 40% since the start of the year based on Russian economic reporting aggregated by independent outlets.
• Major sites have been hit repeatedly, including six strikes on Ryazan and four each on Volgograd and Syzran, a pattern described as impeding rapid repairs by Deutsche Welle’s Russian service and experts.
• Reports describe pump closures and rationing spreading across Russia as outages persist and supplies tighten.