After Ukrainian attacks on refineries in Russia, capacities producing up to 44% of diesel fuel and 41% of gasoline were stopped

After the latest attacks by Ukrainian drones in Russia, the work of 13 oil refineries (refineries) was completely or partially stopped, Novaya Gazeta Europe calculated. The capacities that account for about 40% of oil refining in the country, as well as up to 41% of gasoline and up to 44% of diesel fuel, were under attack.

Details. The shutdown capacities process about 109 million tons of oil per year, which yields about 17.3 million tons of gasoline and 37.1 million tons of diesel fuel annually. At the same time, the calculations may be incomplete, since the exact percentage of loading of some refineries is unknown - in particular, Novokuibyshevsky and Perm.

Why did the situation suddenly worsen? According to New-Europe, the total volume of “knocked-out” capacity increased sharply in mid-June - by 25% for oil refining and by 30% for the production of both gasoline and diesel fuel. This happened after the last two attacks on oil refineries in Moscow and Tatarstan.

According to Reuters, on June 12, the Tatneft company's TANECO oil refining complex suspended operations. A few days later, on June 16, the Moscow Gazprom Neft refinery was shut down after the attack. This information to New Europe was also confirmed by a source in the fuel market.

What happens to the fuel? Against the backdrop of a reduction in oil refining, problems with fuel supplies are already being recorded in at least 53 regions, The Bell wrote . Tatneft confirmed restrictions on the sale of fuel “at all gas stations in the country.” Rosneft, Bashneft and TNK gas stations stopped selling gasoline in cans and introduced fuel limits.

How did this affect oil production? According to the International Energy Agency, in May, production of raw materials in Russia fell by 5% by May 2025. Oil and gas revenues of the Russian budget, the deficit of which grew to 6 trillion rubles in January-May, depend specifically on production.

What market participants are saying. “I’m dry and have been for a long time,” an independent trader whose network operates in the Moscow region told Novaya-Europa.

According to him, for him and other gas stations that are not part of vertically integrated oil companies (VINKs), at the Volodarskaya oil depot near Moscow they offer AI-92 gasoline - 78.30 rubles per liter, AI-95 - for 83.4 rubles, diesel fuel - for 94 rubles. At Gazpromneft gas stations, the same types of fuel are much cheaper, respectively, 64-65 rubles, 71-72 rubles and 78-79 rubles.

Independent gas stations, which account for about 40% of fuel sales in the country, are offered to buy fuel wholesale at a higher price than it costs retail at gas stations of major oil companies. The reason is that vertically integrated oil companies now primarily supply their networks, essentially setting “barrier” prices for small traders. “And how can I trade with such a purchase and such prices from a VINK,” asks the interlocutor of “New-Europe”.

“They don’t offer goods in small wholesale, it’s impossible to buy, vertically integrated companies have almost completely stopped (sales - Ed.). There were large deliveries for pickup from TANECO, but after the arrival of the latter they were apparently also suspended there, it is unknown for how long, let’s hope that they will be resumed,” said Maxim Dyachenko, managing partner of the Proleum company, at an open meeting of traders on June 15.