Overview

• Cargo trackers OilX and Vortexa report that if current flows persist, September diesel exports would be the weakest since 2020.
• At least 16 of Russia’s 38 refineries have been struck since early August, with more than 1 million barrels per day of capacity disrupted, according to Energy Aspects.
• Gazprom’s Astrakhan gas‑processing plant stopped motor‑fuel production on September 22 after a drone‑triggered fire, and Reuters sources say repairs could take weeks or months.
• Lukoil’s Volgograd refinery has stopped taking crude, becoming the third major plant to halt after the latest series of strikes reported over the past two weeks.
• With refining curtailed, Russia’s four‑week average seaborne crude exports rose to 3.62 million barrels a day, a 16‑month high, while JPMorgan estimates refinery throughput fell below 5 million barrels a day.