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Russia’s internal fuel system is buckling under simultaneous hits: refinery fires and outages (Volgograd, Ryazan, Syzran/Novokuibyshevsk, Novoshakhtinsk), a temporary halt on Druzhba pipeline flows to Hungary/Slovakia after a Ukrainian strike, and chokepoints across key rail hubs. Moscow’s late‑July gasoline export ban hasn’t cleared pumps; wholesale AI‑95 prices spiked to record highs in early August and queues surged in the Far East as stations rationed sales. Each outage removes thousands of tons per day of gasoline/diesel from a network that relies on long rail moves and vulnerable pump stations—so “paper” policy collides with physics. EU’s new sanctions package tightens enforcement against Russia’s shadow fleet and curbs refined products made from Russian crude via third countries, shrinking Moscow’s external “pressure valve.” Net effect: slower convoys, delayed replenishment, and rising political cost at home—exactly the asymmetry Ukraine’s deep‑strike campaign is designed to create.
Sources:
https://www.reuters.com/business/energy/parts-russia-face-gasoline-shortages-after-ukraine-struck-refineries-2025-08-21/
https://kyivinsider.com/russias-fuel-crisis-continues-spreading-hitting-the-far-east/
https://www.reuters.com/sustainability/boards-policy-regulation/russia-set-impose-harsher-gasoline-export-restrictions-soon-sources-say-2025-07-24/
https://www.themoscowtimes.com/2025/08/05/russias-oil-and-gas-revenues-plunge-for-third-straight-month-a90101
https://www.reuters.com/markets/asia/russias-cooling-economy-facing-hypothermia-risks-minister-warns-2025-05-26/
https://www.reuters.com/sustainability/boards-policy-regulation/russia-set-impose-harsher-gasoline-export-restrictions-soon-sources-say-2025-07-24/
https://www.theguardian.com/world/live/2025/jul/18/eu-russia-sanctions-ukraine-europe-live-news-updates