Overview
- Renewed Ukrainian long-range drone attacks since late October have disrupted Russia’s oil sector and reduced effective refining capacity by roughly 30 percent, industry sources told Reuters.
- Sources and officials report that nine of Russia’s 35 major refineries were hit, including facilities in Ryazan, Yaroslavl, the Volga region and the Kirishi plant in Leningrad Oblast.
- The combined nameplate capacity of affected refineries is about 300,000 tonnes per day and industry estimates put actual crude-processing losses at up to 200,000 tonnes per day.
- Rosneft has introduced limits on fuel sales across its stations and several Russian regions have reported petrol shortages and rationing following the strikes, with at least one reported civilian death from falling debris during an attack.
- The campaign resumed after a pause tied to U.S. calls for an energy ceasefire and Kyiv says it will continue strikes while Russia attacks Ukrainian civilian energy infrastructure, a dynamic that could tighten already strained global diesel markets and complicate planned Russian exports.