Russia is facing a systemic gasoline crisis driven by Ukrainian drone strikes on oil refineries, which have forced production drops and triggered nationwide fuel shortages. According to data analyzed by Meduza, trading volumes on the St. Petersburg exchange (SPIMEX) fell to 53% of January levels by June 2026, while prices rose to 146%.
Ukrainian Drone Strikes Target Russia’s Refining Infrastructure
Ukraine’s military strategy has shifted toward the systematic degradation of Russia’s fuel chain. Between January 1 and July 2, 2026, Meduza identified 66 reported attacks on energy infrastructure, with 44 specifically targeting refineries. These strikes aren’t random; they focus on primary processing units (AVTs), which act as the “heart” of the plant.
When an AVT is hit, a refinery cannot accept or process crude oil. For smaller plants, like the Saratov refinery, a single strike can halt operations entirely. Larger facilities suffer significant volume drops. For example, reports on the Moscow refinery indicated damage to AVT-6, which represents more than half of that plant’s total capacity.
Impact on Fuel Production and SPIMEX Trading
Because Russian officials often withhold damage reports, commodity exchange data serves as the primary metric for the crisis. Meduza’s analysis of 65,700 transactions on the St. Petersburg exchange shows a direct correlation between drone strikes and fuel scarcity.

Daily combined sales of gasoline and diesel dropped from a range of 118,000–150,000 tons (January–March) to just 80,300 tons in June. This aligns with Reuters’ estimate that June gasoline production fell to around 90,000 tons per day, while summer consumption requires at least 110,000 tons.
Supply Collapse by Facility
The data reveals a sharp collapse in fuel availability from specific delivery bases following attacks:
The Struggle to Restore Refining Capacity
Repairing these facilities is not a simple matter of replacing parts. According to the Associated Press, international sanctions have made sourcing specialized imported equipment expensive and time-consuming. While a minor repair takes days, the loss of a primary processing unit can sideline a plant for months.
Novaya Gazeta Europe estimates that as of mid-June, roughly 40% of Russia’s total refining capacity may have been offline. To mitigate this, the Russian government lowered the mandatory gasoline quota sold on the exchange from 15% to 10% on July 1. While this allows vertically integrated companies like Rosneft and Lukoil to prioritize their own gas stations, it further starves independent stations that rely on the exchange for fuel.
Emergency Imports and Domestic Shortages
Despite these imports, the domestic market remains unstable.

Frequently Asked Questions
Why are drone strikes so effective against Russian refineries?
Strikes target primary processing units (AVTs). Without these, a refinery cannot process crude oil, regardless of how many other units are functional.
How is the Russian government trying to fix the fuel shortage?
Which refineries have been most affected?
Major plants in European Russia, including the Moscow, Omsk, and Norsi refineries, have all been struck, significantly reducing the fuel supply to densely populated industrial centers.
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