Overview

• The Russian-held Zaporizhzhia plant has been off the external grid for about a week, with President Zelenskyy calling the situation critical and alleging a generator malfunction, a claim denied by the Russian-appointed management.
• IAEA chief Rafael Grossi reports no immediate radiological danger while diesel generators run but stresses they are not designed for prolonged use and urges rapid reconnection to the grid.
• Plant management informed the IAEA that diesel stocks are sufficient for roughly ten days and say regular deliveries are maintaining that level.
• A large fire broke out at the Yaroslavl refinery north of Moscow; the regional governor said no drone attack was detected and attributed the incident to technical causes.
• Industry data cited by RBK and Siala indicate about 38% of Russia’s refining capacity was offline at the end of September, around 70% of it linked to Ukrainian drone strikes, deepening fuel shortages and prompting export restrictions.