Ukraine's drones put 2 to 4.3 million barrels a day of Russia's refining offline. Diesel cracks are at records.
Ukrainian drones took the Moscow Oil Refinery at Kapotnya offline on September 20, the final day of Russia's State Duma election campaign, and the market is still digesting how many other plants are sitting idle. The cumulative toll is wide because strike calls and capacity estimates differ by source, but every number in the debate points the same direction: Russia's refinery runs are down hard, its diesel and gasoline exports are being choked by policy on top of damage, and European distillate prices are paying for it at the pump.
Key Takeaways Confirmed drone strikes on Russian oil infrastructure since July have put a cumulative 2.0 to 4.3 million barrels a day of refining capacity offline…
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