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Ukrainian Strikes Disrupt Refineries With 30% of Russia’s Capacity

Nine of Russia’s 35 major refineries suffered disruptions over the past week, affecting facilities with a combined stated capacity of about 2.2 million barrels per day. The strikes come as Moscow seeks to expand diesel shipments under an agreement with Washington and faces renewed reports of domestic fuel shortages.

Ukrainian Strikes Disrupt Refineries With 30% of Russia’s Capacity

The affected refineries account for roughly 30% of Russia’s total primary refining capacity of about 6.8 million barrels per day, Reuters reported Tuesday, citing industry sources and officials. Industry estimates put the potential drop in crude processing at as much as 200,000 metric tons a day, or about 1.5 million barrels per day.

Russian refineries were processing around 5 million barrels per day at the end of October, after a partial recovery from earlier Ukrainian attacks. The latest strikes hit facilities in Ryazan, Yaroslavl and the Volga region. On Monday, a Ukrainian drone attack set fire to the Kirishi refinery, Russia’s second-largest, according to the regional governor.

The refinery damage comes as Russia prepares diesel supplies for the United States and international markets under an arrangement announced by President Donald Trump in October. The initial agreement covered 300,000 metric tons, with further shipments scheduled. Foreign Minister Sergei Lavrov said Tuesday the arrangement was already helping lower fuel prices, while reports indicate shortages have returned in several Russian regions.

The disruptions add pressure to a global diesel market already strained by refinery outages in the Middle East linked to the Iran war. Those outages have restricted refined-product supplies, while interruptions to Russian exports have added to the tightness and kept global diesel prices elevated. U.S.-brokered peace talks between Russia and Ukraine are scheduled for November 10–11 in Abu Dhabi; the countries remain divided over key territorial demands.

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