Three of Russia’s six largest diesel-producing refineries are now either shut or operating at roughly one-quarter capacity after Ukrainian drone attacks damaged plants that together form the backbone of the country’s fuel system.
The six refineries—Omsk, Kirishi, Taneco, Volgograd, NORSI and Perm—account for roughly half of Russia’s diesel production, according to Reuters calculations based on market data. Kirishi is completely offline. Volgograd and NORSI are running at about 25% of nameplate capacity.
Taneco was struck Sunday. The extent of the damage there was still being assessed Monday.
The attacks have become routine. The International Energy Agency estimates a Russian refinery was successfully struck by a drone once every three days during the first eight months of 2026.
Russia has already restricted exports of gasoline, diesel and jet fuel to preserve domestic supply. Diesel exports fell below 1 million metric tons in June, according to trader estimates cited by Reuters. Combined diesel and gasoil exports totaled about 1.8 million tons.
A year earlier, Russian refineries were shipping roughly 2.5 million tons of diesel each month, or 3.3 million to 3.4 million tons including lower-quality gasoil. Turkey and Brazil had been taking at least half of available Russian diesel cargoes before Moscow imposed the restrictions.
Those missing barrels are landing in a global diesel market already short on fuel from the Middle East. U.S. diesel prices crossed $6 per gallon last week for the first time, while refining margins have climbed as product inventories shrink.
Russia’s problems also extend beyond refining. The IEA last week cut its Russian crude production forecast to 8.7 million bpd for 2026 after August output fell to 8.36 million bpd, down 940,000 bpd from January.
By Julianne Geiger for Oilprice.com
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