Ukraine strikes Russian oil refinery despite Trump’s call for ceasefire
Why now
Thesis: Supply-side war risk supports oil
Catalyst to watch: Further strikes or ceasefire progress
Main risk: Ceasefire would unwind the premium
Why it matters
Strikes on Russian refining cut supply and raise geopolitical risk premium, supporting crude prices.
Related assets & topics
OilSources
- googlenews · news.google.com · 2026-09-26 13:54 UTC