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Russia to partially ban diesel exports, extend gasoline restrictions after Ukrainian drone attacks

Russia extends gasoline export ban through 2025 and adds diesel export restrictions for non-producers to address shortages from refinery outages and Ukrainian drone attacks.

  • Russia is experiencing a significant fuel crisis due to Ukrainian drone attacks on oil refineries, leading to widespread shortages and rationing across multiple regions, particularly in Crimea, where 50% of gas stations have shut down.
  • Ukrainian President Volodymyr Zelenskyy stated that these drone strikes are crucial to disrupt Russia's war efforts, causing a significant decrease in Russia's refining capacity by over 1 million barrels per day.
  • In response to domestic fuel shortages, Russian Deputy Prime Minister Alexander Novak announced a ban on gasoline exports until the end of the year and severe restrictions on diesel exports.
  • Rising fuel prices in Russia have reached unprecedented levels, reflecting a dramatic increase of over 40% since January.
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Is the Russian oil industry, which is regularly hit by Ukrainians, still able to provide its internal market?

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Market Screener broke the news in on Thursday, September 25, 2025.
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