Overview

• Crimea faces acute petrol shortages with station closures and reported rationing for government vehicles, while Sergei Aksjonov promised AI-95 supplies within two days and AI-92 within two weeks.
• Independent estimates and trader accounts indicate refinery output has fallen by about 20% at times, with hits reported on facilities such as Salavat and Volgograd and more than ten refineries or terminals struck in the past two months.
• Wholesale prices for AI-92 reached a record of about $952 per ton on September 25, and domestic fuel costs have climbed in recent weeks.
• Deputy Prime Minister Alexander Novak said Russia will extend the gasoline export ban through year-end and bar diesel exports by non-producers for the same period, with exemptions for intergovernmental deliveries.
• Ukrainian leaders signal the campaign will continue, with President Volodymyr Zelenskyy saying drone production will be increased to sustain long-range attacks on Russia’s oil infrastructure.