Ukraine Drone Strike Knocks Out Russia's Novoshakhtinsk Refinery
Why now
Thesis: Ukraine strikes cut Russian refining, supporting oil
Catalyst to watch: Further strikes or Russian repair timeline
Main risk: Ceasefire or demand slump offsets loss
Why it matters
Refinery strike removes Russian processing capacity, tightening refined product supply.
Sources
- googlenews · news.google.com · 2026-09-25 11:00 UTC