Overview

• Analysts estimate strikes have disabled roughly 17% of Russia’s refining capacity—about 1.1 million barrels a day—after a concentrated August campaign.
• Fuel run-outs and rationing were reported in the Far East, Crimea, Primorye and the Kurilsky district, with long queues and some sales limited to coupons or halted.
• Wholesale A-95 prices set records, climbing about 50% to 54% since January on the St. Petersburg exchange.
• Russia suspended gasoline exports on July 28 and summoned oil executives as authorities tried to shield domestic supply using diesel surpluses and well-supplied hubs near Moscow.
• Pipeline infrastructure also came under fire, with a Bryansk pumping-station strike stopping Druzhba flows and Ukrainian media reporting an explosion on the Ryazan–Moscow line.