Ukrainian Strikes Disrupt Russia's Oil Refining and Gasoline Supply
Assessing the Impact
Ukrainian strikes on Russian fuel infrastructure have significantly disrupted Russia's oil refining capacity, causing widespread fuel shortages and economic strain. The relentless drone attacks have targeted key refineries and pipelines, disabling nearly 20% of Russia's refining capacity since August 2025.
Key Details
These strikes have led to substantial increases in wholesale gasoline prices, with some areas experiencing price surges of up to 49%. The attacks have also prompted Russia to impose export bans on gasoline, exacerbating domestic shortages. The Ust-Luga terminal and Druzhba pipeline are among the targeted facilities, further complicating Russia's energy exports.
Impact
The economic and social impacts are profound, with growing domestic discontent and rising fiscal pressures. Ukraine's strategy aims to weaken Russia's war economy by targeting its critical oil and gas sector, which is central to funding military operations. This sustained campaign could force Russia to reconsider its military ambitions and potentially negotiate a resolution to the conflict.
