Russian processing rates have slipped again after a new wave of Ukrainian attacks on energy facilities heightened uncertainty around supply and price movement.
Market data from independent consultancies indicate that Russia’s refinery throughput has declined materially in recent months as repeated disruptions limit operating rates across several regions.
Industry intelligence reports show that coordinated attacks on refining and pipeline installations have increased in frequency, with Ukrainian forces prioritising facilities that play a central role in Russia’s domestic fuel supply and export system.
The escalation has created operational instability for assets responsible for processing millions of barrels per day, forcing some plants to reduce output due to repeated shutdowns and repairs.
The cumulative effect of these strikes has pushed Russian refining throughput significantly lower than the comparable period a year earlier.
The sharpest declines have been recorded in light product output, with gasoline production experiencing the steepest drop as several refineries face extended downtime.
Gasoil output has also weakened as operating units adjust to recurring interruptions and reduced feedstock availability.
Market analysts note that the sustained nature of the attacks has prevented affected facilities from returning to stable operations.
The cycle of repairs, temporary restarts and renewed disruptions has constrained Russia’s ability to maintain consistent processing volumes.
The resulting supply tightness in refined products has drawn attention from regional buyers who rely on Russian exports, particularly in Europe and parts of Asia where Russian cargoes continue to flow under adjusted trade routes.
The security situation around Russia’s energy infrastructure has also influenced crude price dynamics. Oil prices firmed modestly as supply-risk premiums edged higher, although broader market fundamentals remain weak due to global oversupply.
Traders continue to assess the balance between geopolitical risks and the underlying softness in demand that has capped upward price movements.
Industry observers expect refinery output to remain pressured if the current pattern of attacks continues. The operational environment for Russian refining assets has become increasingly uncertain, and the prospect of prolonged disruption is forcing market participants to revise supply expectations for the months ahead.
The decline in throughput underscores the vulnerability of Russia’s refining network at a time when the global crude market is highly sensitive to even moderate supply interruptions.