Ukrainian drones set fire to two fuel depots around Sochi and hit a Russian air defense position overnight on 4 September, according to monitoring channels. They also reported that drones struck an explosives factory and a petrochemical plant in Bashkortostan the same night, more than a thousand kilometers from Ukraine. Russian officials acknowledged the depot fire and said nothing about the air defense site.

Two depots burned behind their anti-drone screens

Astra's OSINT analysts geolocated the fires to the Rosneft-Kubannefteprodukt depot in Sochi's Adler district and to the Lukoil-Yugneftprodukt depot on the federal territory of Sirius. Sochi mayor Andrei Proshunin confirmed a fire at a depot. The regional operational headquarters claimed there were no casualties. Sochi is a Russian resort city on the eastern Black Sea coast, about 600 km from the frontline in Ukraine.

The Ukrainian OSINT channel Cyberboroshno identified one of the hit sites as the BATO aviation fuel terminal, which fuels aircraft at airports across Krasnodar Krai. Every tank there stood behind purpose-built protective structures, Militarnyi reported, and the Lukoil site holds 12 tanks with a combined volume of about 8,400 m³. The burning depot sits roughly 100 meters from Sochi international airport, Russia's fifth-busiest by passenger traffic in 2024, the Russian outlet Agentstvo found.

Panoramic imagery from this year shows anti-drone netting around the tanks at both depots. Two days before the strikes, Russian Deputy Prime Minister Aleksandr Novak claimed Russian refineries were better protected than those in the UAE, and Russian President Vladimir Putin said their protection level was now completely different.

An air defense position caught fire near the Abkhazia border

Astra analyzed eyewitness footage and placed a detonation and fire at a launch position near the settlement of Sirius, by the Psou river on the Abkhazia border, where an S-300 or S-400 system is based. The Ukrainian monitoring channels Exilenova+ and Supernova+ said drones struck the air defenses directly. Russia's Defense Ministry and local authorities reported nothing about it.

Drones had tried the same area in May. A Ukrainian sea drone struck the Russian supply vessel Nefrit at Sochi port the previous day.

Explosives and petrochemicals hit in Bashkortostan

Drones reached Sterlitamak on the morning of 4 September, hitting the Avangard plant and the Sterlitamak Petrochemical Plant, footage published by Supernova+ shows. Residents reported a series of explosions, and one man said on video that about a dozen drones had already flown toward the petrochemical works. The frames show Ukrainian FP-1 strike drones. 

 Russia's Defense Ministry claimed it downed 490 drones overnight across several regions, occupied Crimea, and the Black Sea.

Ukrainian drones attacked two Ozon logistics centers overnight on 27 August, one in Ufa and one in Orenburg Oblast, Russia's second-largest online store said. Staff were evacuated at both sites, and preliminary information indicated no casualties. Video published by Ukrainian monitoring channel Exilenova+ shows a drone reaching the Bashkortostan warehouse and exploding.

The strike on camera

Exilenova+ reported in the morning that an Ozon warehouse was burning after impacts in Blagoveshchensk, a town north of Ufa. The Bashkortostan capital lies roughly 1,300 kilometers from the war zone in Ukraine. Around midday the channel published eyewitness video of what it called the moment of a drone attack on the site, and said the warehouse had not caught fire. The footage shows a drone reaching the site and detonating there.

Earlier, the channel reported that residents of Sterlitamak, Bashkortostan's second-largest city, about 120 kilometers from Ufa, had written about explosions, with nothing then known about impacts. Astra later placed smoke over what it said was probably the Bashkir Soda Company works there.

Ozon said the Orenburg site—about 1,200 kilometers from the war zone—has resumed work. The one it placed in Ufa sustained what it called minor damage but remains closed, because the grounds need a thorough inspection. It is not accepting deliveries.

Russian news Telegram channel Astra identified the damaged facility from the eyewitness footage as Ozon's UFA_RFC fulfillment center in Blagoveshchensk. When it opened in late 2024 it was billed as the largest Ozon logistics complex in Russia's Volga federal district, with a total area of 93,000 square meters.

Smoke over the Ufa refineries

Astra also traced smoke in eyewitness footage to the Bashneft-Ufaneftekhim refinery in Ufa. The plant is one of Rosneft's leading refineries and a dual-use site: it supplies specialized fuel to Russia's armed forces and petrochemical feedstock for defense-grade materials. It burned after a strike on 1 August.

Explore further

Ukrainian drones hit warehouse belonging to Russian online retailer Ozon for the first time

What officials said, and didn't

Bashkortostan's authorities did not report the attack. Orenburg Oblast governor Yevgeny Solntsev mentioned drone danger in his region but gave no account of consequences. Ufa closed its airport.

Russia's Defense Ministry claimed air defenses destroyed 267 Ukrainian fixed-wing drones overnight across Russian regions, Bashkortostan among them.

The campaign so far

Ukraine's warehouse campaign began with Wildberries, Russia's largest online marketplace, which lost eight warehouses and roughly 860,000 square meters of storage in July alone. It reached Ozon for the first time on 22 August at Chapayevsk in Samara Oblast, where more than 500 employees evacuated and people were hurt. Four more Ozon hubs were hit across southern Russia two nights later.

Ukrainian forces struck production facilities at the Novokuybyshevsk oil refinery in Russia’s Samara Oblast overnight on 22 August, sparking a fire at the Rosneft-owned plant, Ukraine’s General Staff said. The extent of the damage remains under assessment.

Ukraine has repeatedly targeted Russia’s oil refineries to restrict military fuel supplies and reduce the energy revenues supporting Moscow’s war. The latest strike came as gasoline rationing returned to Moscow and St. Petersburg, and Rosneft capped nationwide purchases. Militarnyi described the plant as one of Russia’s 10 largest refineries.

The Rosneft-owned refinery can process about 8.8 million metric tons of crude annually and produces more than 20 petroleum products, including aviation fuel and diesel, Ukraine’s General Staff said.

Fire Point said FP-1 long-range drones were used to strike the refinery.

The same overnight wave also hit an Ozon logistics center in Chapayevsk, where people were injured, and work was halted, Reuters reported, citing the company.

Neither the damage to the refinery nor any interruption to production has been independently confirmed.

Ukraine keeps pressure on Russian fuel supplies

The strike came one day after Ukraine confirmed hitting Lukoil’s Perm refinery, approximately 1,530 kilometers from Ukraine’s northern border. That attack also caused a fire, according to the General Staff.

At least four Russian refineries went offline during August amid continuing Ukrainian attacks.

By mid-August, filling stations in at least 12 Russian regions were experiencing hours-long lines. Some areas had reintroduced purchase limits or rationing based on license-plate numbers, according to the same report.

Gasoline limits had also been reinstated in Moscow and St. Petersburg, while Rosneft had capped sales at 30 liters per vehicle across its nationwide filling-station network. Diesel purchases remained unrestricted.

Russia can’t refine its way out of its fuel crisis, so it is changing who controls the already existing fuel. Months of Ukrainian drone strikes on refineries have driven shortages and rationing across much of the country. The government’s answer isn’t more fuel—it is a different market.

Faced with the shortage, the Kremlin had options. In June, analysts urged it to raise the exchange quota to push more fuel onto the open market and toward the regions running dry.

It did the opposite. The mandatory share of gasoline that producers must sell on the open exchange was cut from 15% to 10%, with the majors pushing for 2%, and the exchange was closed to anyone but buyers who will use the fuel themselves, shutting out traders who bought to resell.

That choice adds no fuel. It moves distribution off the exchange that set prices for a decade and into direct contracts between the big producers and the buyers they pick—handing the majors the chain from refinery to pump. Part of the package came straight from proposals Rosneft head Igor Sechin sent to President Vladimir Putin.

Winners and losers

The winners are the big, vertically integrated oil companies, which refine up to three-quarters of Russia’s oil. Direct deals let them keep the margin that once went to middlemen and choose who gets supplied; drop the quota to 2%, and about 5 million tonnes of gasoline a year move into their private channels.

The losers are the independent stations—60% to 72% of Russia’s roughly 25,000 gas stations, depending on who’s counting, and now unable to buy at the exchange price.

Alexander Moiseev, who owns the Kostroma Fuel Company, has been hauling gasoline from Surgut, 2,000 kilometers away, at 118 rubles a liter ($1.45) with freight, because the majors won’t sell to him wholesale. He works on a minimal markup. Rosneft, meanwhile, has multiplied sales at its own pumps.

What stabilization there is has been narrow. Prices eased mainly where supply was steered—Moscow, St. Petersburg, the big cities—while regions thick with independent gas stations stayed short, independent analyst Kirill Rodionov told Kommersant.

None of this is hidden. Facing the crunch, the government also let refiners sell banned Euro-2 gasoline again; online marketplaces pulled fuel listings; and Deputy Prime Minister Alexander Novak called the market “challenging but under control.”

In occupied Crimea it goes furthest: this week, the occupation authorities announced fuel sales were stabilizing, even as they capped each car at 20 liters and fixed the price of AI-92, the Crimean Tatar Resource Center reported.

Explore further

Occupied Sevastopol puts fuel back on open sale—then caps every car at 20 liters

The market goes dark

As the exchange shrinks, its prices no longer reflect the market, and the state publishes less information on output, stocks, and regional supply. The people who most need to see where Russia’s fuel balance is breaking—regulators at home, and the sanctions monitors and energy analysts abroad who read that data—are left with less to look at, market participants told Kommersant. The market is going dark.

Whether the change sticks is contested. Some read the cuts as a passing emergency. Others expect the market to keep sliding toward closed, bilateral deals—less transparent, harder for newcomers, the independent stations ever more tied to the majors, Viktoria Trifonova, Senior Analyst at Yakov & Partners, told Kommersant. The state has reached for limits, subsidies, and hands-on redistribution ever since the 2018 price crisis.

Keeping the independent gas station chains alive was never the goal, NEFT Research’s Dmitry Prokofiev wrote in Kommersant—it was to keep fuel flowing to the big cities of European Russia and, above all, to the priority government sector.