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Russian Fuel Shortages Worsen as Ukrainian Drone Strikes Hit Oil Industry
Russia is facing a deepening fuel shortage after Ukrainian drone strikes damaged oil refineries and energy infrastructure, with petrol availability falling sharply and shortages now reaching Moscow.
Monitoring service Gdebenz reported that petrol was available at only 28 percent of Russian filling stations on Wednesday, down from 41 percent a week earlier. Fuel restrictions, including purchase limits, QR-code rationing and odd-even number plate systems, were reportedly in place across most regions.
Petrol stations in Moscow have also introduced temporary limits. Gazprom Neft outlets capped purchases at 40 litres, while Tatneft set limits of 50 litres for petrol and 60 litres for diesel. Yandex Fuel data showed AI-92 petrol available at only about one in 10 stations in the capital.
The shortages have been linked to Ukraine’s sustained campaign against Russian energy infrastructure. By early July, every major Russian refinery had reportedly been attacked at least once, while nearly a dozen additional facilities were targeted during the first two weeks of August.
Facilities affected included Yaroslavnefteorgsintez in Yaroslavl, two refineries in Bashkortostan and export infrastructure at the port of Ust-Luga.
Russian Forbes estimated that damaged facilities now represent about 54 percent of the country’s refining capacity. Petrol output fell to between 75,000 and 80,000 tonnes a day in July, compared with estimated summer demand of 115,000 to 120,000 tonnes.
President Vladimir Putin has acknowledged the shortages while describing their consequences as “non-critical”. He said the attacks had caused damage but insisted they had not created a critical situation.
The Kremlin has taken several steps to protect domestic supplies. Russia banned petrol and diesel exports in July and increased imports from Belarus, Kazakhstan and other sources.
Imports from Belarus rose sharply during the first seven months of the year. Russia also turned to Morocco for the first time, with a cargo of about 30,000 tonnes of AI-92 petrol shipped from Tangier to Murmansk.
However, some imported fuel has reportedly remained at ports because of disagreements over prices between suppliers and Russian regulators.
The supply situation could tighten again in September when Belarus’s Novopolotsk refinery undergoes scheduled maintenance. Belarus exported a record 212,000 tonnes of petrol and 162,000 tonnes of diesel to Russia in July.
Retail fuel prices have also increased. Official data showed petrol prices rose 7.4 percent during the first half of 2026, while diesel prices increased by more than 12 percent. Some regions have reported petrol prices above 100 roubles a litre.
Russia has responded by ordering tighter price controls, with the Federal Antimonopoly Service opening 41 cases against oil companies over alleged violations.
The government has also authorised the production and sale of lower-grade Euro-2, Euro-3 and Euro-4 petrol for nearly a year, reversing restrictions introduced in the 2010s.
Authorities have also detained or fined some residents who publicly protested about shortages, highlighting the growing domestic pressure created by the fuel crisis.
News
Iran Says Hormuz Can Reopen Within Seven Days as Oil Exports Come Under Pressure
Iran’s military said it retained full control of the Strait of Hormuz on Monday, while Foreign Minister Abbas Araghchi said the strategic waterway could be fully reopened within seven days if Tehran’s conditions were met and hostile measures against the country were lifted.
The statements came as Iran faced growing economic pressure, with the rial falling to record lows, Oil Minister Mohsen Paknejad resigning and the United States claiming that Tehran had not loaded any crude onto tankers during September.
Brigadier General Aziz Jafari, commander of Iran’s Khatam al-Anbiya Joint Air Defence Headquarters, said all movements through the Strait remained under the control of the Iranian armed forces despite changes in US tactics.
“All movements (in Hormuz) are under the control of the armed forces of the Islamic Republic,” Jafari said.
US Treasury Secretary Scott Bessent said on Thursday that Iran had not loaded crude oil onto tankers during September, arguing that the Trump administration was targeting Tehran’s main source of revenue.
Iranian President Masoud Pezeshkian acknowledged in August that restrictions were disrupting oil exports, saying the country had previously been able to sell oil but was now unable to do so at the same level.
Paknejad’s resignation was officially attributed to family and personal matters. However, his departure came amid speculation about the impact of reduced oil exports on government finances. Before his resignation was announced, Paknejad said in a video carried by Iranian media that revenue from oil already sold would be collected and that the process would continue.
The acting oil minister has pledged to maximise production and maintain exports through new strategies.
Despite pressure on Iranian exports, oil shipments from other parts of the region remained high. Ship-tracking company Kpler estimated crude exports from the region excluding Iran at between 19.5 million and 22.5 million barrels per day during the final week of September, compared with a pre-war regional average of about 18 million barrels per day.
Iran’s currency has also come under severe pressure. The euro rose above 300,000 tomans on the informal market, while the US dollar reached 270,000 tomans, more than double its level of about 135,000 tomans at the beginning of the year. One toman is equal to 10 rials.
The UK Maritime Trade Operations agency reported at least one attack each day in the Strait of Hormuz or the Gulf of Aden since October 2.
Araghchi told foreign ambassadors in Tehran that the conflict could not be resolved militarily and called for negotiations based on fairness. He warned that any renewed military confrontation would trigger a stronger Iranian response.
Parliament Speaker Mohammad Bagher Ghalibaf said Tehran had received US proposals through intermediaries but rejected what he described as one-sided demands.
He said the Strait would remain closed until Iran’s seven conditions, based on the Islamabad memorandum, were met.
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