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Ukraine Drone Strike Shuts Major Unit at Russia’s Ryazan Refinery

Analysts warn the shutdown could tighten regional fuel supplies heading into winter.

Overview

  • Ukraine's general staff said its forces struck the Rosneft-owned Ryazan oil refinery southeast of Moscow.
  • Industry sources told Reuters the CDU-4 primary distillation unit was halted after a drone-triggered fire, curbing about 80,000 barrels per day of capacity.
  • The plant continues limited operations after stopping adjacent units including a reformer, a vacuum gasoil hydrotreater, and a catalytic cracker.
  • Local authorities have linked similar strikes to gasoline and diesel shortages in Russian regions, and analysts say any prolonged outage could add a risk premium even if the global supply impact is small.
  • Rosneft has not responded to requests for comment, and the refinery processed 13.1 million tons of crude in 2024.