🚨🇺🇦🇷🇺 A Russian refinery in Perm is reportedly burning after a Ukrainian drone strike Perm is deep in the Urals, more than 1,000 miles from Ukrainian territory. Ukraine says it has already wrecked 45% of Russia's refining capacity, which forced Moscow to ban most diesel exports
Why now
Thesis: Ukrainian deep strikes tighten refined product supply
Catalyst to watch: Further strikes or Russian export bans
Main risk: Ceasefire or Trump pressure halting strikes
Why it matters
Deep strikes on Russian refining cut diesel supply, tightening global fuel balances.
Details
🚨🇺🇦🇷🇺 A Russian refinery in Perm is reportedly burning after a Ukrainian drone strike Perm is deep in the Urals, more than 1,000 miles from Ukrainian territory. Ukraine says it has already wrecked 45% of Russia's refining capacity, which forced Moscow to ban most diesel exports and keep the fuel at home. Trump has been leaning on Zelensky to stop hitting refineries because of what it does to global fuel prices, and Zelensky keeps doing it anyway, saying Ukrainian lives matter more than the price of energy. Source: @TabzLIVE on TG / Writer: Daniel
Related assets & topics
EnergyOilSources
- x · 2026-09-25 03:46 UTC