Russia's fuel shortages deepen as Ukrainian attacks cripple refineries

Ukrainian drone strikes have disabled more than 40 % of Russia’s oil‑refining capacity, cutting crude‑oil processing to about 3.8‑3.9 million barrels per day – the lowest level since March 2005. The attacks have hit at least 24 of the country’s 34 large refineries, including the major Gazprom Neftekhim Salavat complex and the Afipsky plant, and have caused fires, storage‑tank damage and prolonged outages.

In response, the Russian government imposed a ban on diesel exports until the end of July and announced plans to import diesel to cover domestic demand. The loss of output has driven diesel futures up roughly 11 % in a week and pushed global diesel prices higher. To manage severe domestic shortages, regional authorities have introduced fuel‑rationing schemes based on vehicle licence‑plate numbers and have mobilised teachers, volunteers and local patrols to monitor queues at gas stations, often offering only tea and coffee as compensation. Long lines and price spikes have been reported across more than 50 regions, with diesel prices in occupied Crimea reaching 330 roubles per litre.

The disruption also affects grain logistics: Russia is seeking alternative export routes for grain that previously passed through the Azov Sea after Ukrainian attacks on vessels in the area. The combined impact on energy supplies, transport costs and food‑export logistics is expected to persist in the coming weeks.