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Russia sells cheaper fuel abroad and pays to keep its own pumps running amid Ukraine’s refinery strikes, but crude money still flows

9 octobre 2026 à 08:33

ukraine says its strikes have knocked out 51% russia's oil refining capacity · post flames saratov refinery after reported ukrainian drone strike 2 2026 image_2026-08-02_14-32-39 news reports

Russia's seaborne exports of refined oil products rose to a three-month high in September, but the growth came from cheaper fuel oil and naphtha as diesel shipments fell to their lowest in more than a decade, Bloomberg reported, citing Vortexa data. Russia kept diesel at home after Ukrainian refinery strikes and paid oil companies to supply its pumps, while high crude prices lifted its crude export earnings.

During the ongoing deep-strike campaign, Ukraine's long-range drones have knocked out more than half of Russia's oil refining capacity, Kyiv says, and Russia's budget oil revenues are falling even as it raises war spending. High global crude prices are softening that blow.

Cheaper fuel out

Total seaborne product exports reached about 1.17 million barrels a day in September. Fuel oil shipments rose 6% to about 613,000 barrels a day, the highest since April. Naphtha, a feedstock for petrochemicals, jumped 35% to 363,000 barrels a day. Exports of refinery feedstocks, including vacuum gasoil, rose to about 32,000 barrels a day, according to Bloomberg.

The trade has moved north. Almost 80% of fuel oil cargoes left from Baltic ports, and naphtha loadings there rose almost 50% as Ukrainian attacks disrupted Black Sea infrastructure. In September, Ukraine reported hitting an oil terminal in Novorossiysk, Russia's main Black Sea oil port—one in a string of attacks on Russia's Black Sea ports and oil sites.

more than 500 drones moscow’s count kh-101 fuel plant second yandex data center far-north refinery hit · post smoke over ukhta komi republic after reported drone attack lukoil 9 2026
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More than 500 drones by Moscow’s count: Kh-101 fuel plant, second Yandex data center, and a far-north refinery hit

Diesel kept at home

Diesel and gasoil exports fell 28% to 144,000 barrels a day, the lowest monthly volume in Vortexa data going back more than a decade. Russia has restricted diesel exports to protect domestic supply after Ukrainian attacks on its refineries. Drones kept hitting them into October, from a Lukoil refinery in Volgograd to Gazprom's Salavat complex in Bashkortostan.

In September, Russia paid oil companies the biggest subsidy in more than four years to keep road fuel on the domestic market. It also imported about 350,000 tonnes of motor fuel by sea, mostly gasoline from India, Morocco, and Türkiye, Reuters calculations showed. Officials are considering letting some producers resume diesel exports in October to avoid overstocking, according to Interfax.

The diesel squeeze has reached the White House. US President Donald Trump stated on 30 September that diesel was hurt "not by the Middle East, but by what's going on in Russia, because those diesel refineries are being knocked out at a pretty alarming rate."

Crude carries the revenue

Russia's crude exports reached about 3.99 million barrels a day in the week to 27 September, and the estimated value of its seaborne crude shipments neared its highest since the full-scale invasion began, Bloomberg reported. Brent crude traded at about $102.60 a barrel on 9 October, according to Trading Economics data.

  • ✇The Kyiv Independent
  • Explosion damages tanker in Russian port, marking 6th mysterious blast this year
    An explosion aboard the Eco Wizard tanker in Russia's Ust-Luga port caused an ammonia leak and is under investigation, the Russian Transportation Ministry announced on July 6. Explosions have damaged five tankers at Russian ports since the beginning of the year. The Russian Transportation Ministry alleged that "a minor leak of liquid ammonia" occurred at the Ust-Luga seaport in Leningrad Oblast due to "an incident" while unloading and loading the Eco Wizard tanker. According to the Russian Teleg
     

Explosion damages tanker in Russian port, marking 6th mysterious blast this year

6 juillet 2025 à 13:12
Explosion damages tanker in Russian port, marking 6th mysterious blast this year

An explosion aboard the Eco Wizard tanker in Russia's Ust-Luga port caused an ammonia leak and is under investigation, the Russian Transportation Ministry announced on July 6.

Explosions have damaged five tankers at Russian ports since the beginning of the year.

The Russian Transportation Ministry alleged that "a minor leak of liquid ammonia" occurred at the Ust-Luga seaport in Leningrad Oblast due to "an incident" while unloading and loading the Eco Wizard tanker.

According to the Russian Telegram news channel Baza, "an explosion of an unknown nature" preceded the leak.

The ship's 23-person crew was evacuated and port emergency services are working on site to eliminate the consequences. Loading operations were stopped and emergency rescue services put on high alert. Russian Transportation Minister Roman Starovoit held a meeting on the incident and a diving inspection of the vessel is planned.

No casualties have been reported.

The Eco Wizard tanker arrived in Ust-Luga from Antwerp, Belgium on July 3, according to ship-tracking data from VesselFinder. The vessel was built in 2024 to transport liquefied petroleum gas (LPG) and flies the flag of the Marshall Islands.

The vessel is suspected to belong to Russia's "shadow fleet," a group of tankers Moscow uses to circumvent sanctions.

A week prior to the Eco Wizard explosion, a blast occurred on the shadow fleet tanker Vilamoura shortly after it visited Russian ports. The ship was carrying 1 million barrels of oil at the time of the explosion.

The Eco Wizard is the sixth tanker linked to Russia to have suffered an explosion since the start of this year.

Ukraine war latest: Drones attack Russia’s Black Sea Fleet; Russian pipelines explode in country’s Far East, HUR says
Key developments on July 5-6: * Drones reportedly attack Russia’s Black Sea fleet * Pipelines supplying Russian military explode in Russia’s Far East, HUR source says * Ukrainian drone strike on Russian airfield hits bomb depot, aircraft * Ukraine hits Russian electronic warfare facility making Shahed, Iskander components, General Staff says * Ukraine’s army chief warns of new Russian offensives in northeast as he visits Kharkiv Oblast front Drones attacked Russia’s Black Sea Fleet at the
Explosion damages tanker in Russian port, marking 6th mysterious blast this yearThe Kyiv IndependentThe Kyiv Independent news desk
Explosion damages tanker in Russian port, marking 6th mysterious blast this year
  • ✇The Kyiv Independent
  • Germany reportedly scrambles fighter jets to intercept Russian spy plane over Baltic Sea
    German fighter jets were scrambled to intercept a Russian Il-20 reconnaissance aircraft over the Baltic Sea near NATO airspace on the morning of June 27, the German tabloid Bild reported.The incident adds to a series of aerial provocations reported by NATO allies since the start of Russia's full-scale invasion of Ukraine in 2022 as Moscow is suspected of using the aircraft to spy on the alliance's positions.The Russian Il-20M, which took off from Kaliningrad with its transponder switched off, wa
     

Germany reportedly scrambles fighter jets to intercept Russian spy plane over Baltic Sea

28 juin 2025 à 10:45
Germany reportedly scrambles fighter jets to intercept Russian spy plane over Baltic Sea

German fighter jets were scrambled to intercept a Russian Il-20 reconnaissance aircraft over the Baltic Sea near NATO airspace on the morning of June 27, the German tabloid Bild reported.

The incident adds to a series of aerial provocations reported by NATO allies since the start of Russia's full-scale invasion of Ukraine in 2022 as Moscow is suspected of using the aircraft to spy on the alliance's positions.

The Russian Il-20M, which took off from Kaliningrad with its transponder switched off, was headed west toward international airspace near Poland and Germany when it was detected by NATO radar systems.

NATO alerted the German Armed Forces’ Quick Reaction Team (QRT), prompting the launch of two Eurofighter jets to intercept the aircraft.

The German jets made visual contact with the Russian plane approximately 100 kilometers off the German coast and took a photograph of it. Despite the interception, the Il-20M did not alter its course.

The Russian aircraft eventually veered north, just 40 kilometers from the Baltic Sea island of Usedom, avoiding a breach of German airspace.

According to Bild, this was the ninth such interception mission conducted by German forces in 2025.

As Russia continues its aggression against Ukraine and poses an increasing threat to NATO, German Chancellor Friedrich Merz said in an interview with Süddeutsche Zeitung published on June 27 that he would refrain from phone calls with Russian President Vladimir Putin given the intensified attacks on Ukraine.

Merz’s predecessor, Olaf Scholz, was the first EU leader from a country supporting Ukraine to resume direct contact with Putin since the start of the full-scale invasion, speaking with him by phone in November 2024.

Ukrainian drone strike on Crimea air base destroys 3 Russian helicopters, SBU claims
The attack destroyed Mi-8, Mi-26 and Mi-28 attack helicopters, and a Pantsyr-S1 self-propelled anti-aircraft missile and gun system, the Security Service of Ukraine told the Kyiv Independent.
Germany reportedly scrambles fighter jets to intercept Russian spy plane over Baltic SeaThe Kyiv IndependentKateryna Denisova
Germany reportedly scrambles fighter jets to intercept Russian spy plane over Baltic Sea
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