Putin Tightens Secrecy Around Russia’s Oil Flows as Ukraine Strikes 45% of Refining Capacity
Why now
Thesis: Supply disruption risk supports crude prices
Catalyst to watch: Further strikes or Russian export data
Main risk: Demand weakness could offset supply loss
Why it matters
Ukrainian strikes on Russian refining plus tighter secrecy around flows reduce visible supply and raise disruption risk.
Related assets & topics
OilGeopoliticsSources
- googlenews · news.google.com · 2026-09-29 06:03 UTC
- googlenews · news.google.com · 2026-09-29 06:03 UTC