Fuel crisis in
According to Bloomberg with reference to the latest monthly IEA report, the Ukrainian military purposefully affects Russia's key energy sites to reduce the Kremlin's receipt from energy and limit its ability to supply fuel to the front. Since the beginning of August, Ukraine has made at least 28 beats in oil refineries in different regions of Russia, and the intensity of attacks continues to increase.
This has already caused a lack of gasoline, in particular in the occupied Crimea, which is why Moscow introduced temporary restrictions on fuel export by the end of the year. "We have expected earlier that the activities of oil refineries are normalized by the end of the year, but now our forecast is more careful," the Mea report reads.
The agency predicts that the volume of oil processing in Russia will remain a little lower than 5 million barrels a day before June 2026, with a possible recovery of up to 5. 4 million barrels a day. Mea emphasizes that the active use of Ukraine by Ukraine has already reduced the processing of raw oil by about 500 thousand barrels a day.
At the same time, the Russian government has classified most energy statistics, including the volume of oil refining plants and the production of road fuel, which complicates the accurate assessment of the damage. Last week, Viceremier Oleksandr Novak stated that the factories allegedly increased the volume of processing, ensuring the balance between domestic supply and fuel supply. Due to the decline in processing, Russia was forced to increase the export of crude oil in September to 5.
1 million barrels a day - the highest rate since May 2023. At the same time, oil sales have fallen to a three -month minimum - $ 13. 4 billion, IAA analysts say. The increase in raw oil revenues by $ 200 million compared to the previous month was more than compensated by a fall in oil exports by $ 440 million. According to the agency, September supplies of Russian fuel abroad amounted to 2. 4 million barrels a day-the lowest rate over the decades, except April 2020 during the Covid-19 pandemic.
Reducing the income from oil exports increases the financial pressure on Russia's state treasury, which continues to spend significant funds on war in Ukraine. According to Moscow, this year's oil and gas revenues will be the lowest since the pandemic.
It should be reminded that Ukraine systematically strikes Russian oil refineries with the help of long -range drones, and although these attacks have not yet broken the military situation at the front, they cause significant interruptions in the supply of fuel and stress in the daily life of the Russians. Focus also wrote that on October 13 in the temporarily occupied Crimea in the morning there were explosions.