Overview

• Reuters calculations report at least 17% of Russian refining capacity, or about 1.1 million barrels per day, disabled by recent Ukrainian strikes on refineries and export nodes.
• Targets in August included major plants at Volgograd and Ryazan and facilities in Samara, Rostov, Saratov and Krasnodar, with a fire at the Novoshakhtinsk refinery still burning on Monday.
• Russia extended fuel export restrictions, convened officials on supply stability, and faced record wholesale gasoline prices and localized shortages from the Far East to Crimea and occupied Zaporizhzhia.
• Ukraine confirmed involvement in strikes on the Syzran refinery and Novatek’s Ust‑Luga terminal and also hit the Druzhba pipeline, saying the campaign aims to curb Russian fuel logistics and revenues.
• Moscow intensified attacks on Ukrainian energy assets, with officials reporting 20 facilities damaged over 10 nights as Kyiv seeks gas imports from Azerbaijan and explores US LNG, backed by fresh European financing.