Almost every Russian region hit by fuel crisis, as Ukraine escalates drone attacks

Key Points:

• Almost all of Russia’s 83 regions are experiencing gasoline shortages or supply disruptions due to intensified Ukrainian drone attacks on Russian refineries, leading many gas stations to impose rationing measures.
• The fuel crisis, which began in Russian-controlled Crimea and escalated to a state of emergency there, has now spread across Russia’s vast territory, with at least three regions declaring a “state of heightened alert.”
• Russian gasoline production is estimated to be about 20% below domestic demand, with refinery operations at multi-year lows, as ongoing Ukrainian strikes outpace repair efforts and strain the oil industry’s resilience.
• Public unrest is rising as long lines and rationing fuel purchases fuel tensions, with authorities cracking down on black market fuel sales and hoarding, while President Putin warns the strikes aim to create societal divisions.
• Russia is exploring measures such as shortening refinery maintenance, banning diesel exports, increasing imports (including reportedly from India), and allowing lower-quality gasoline, but experts warn that continued attacks and economic pressures may force military escalation.