Russia's seaborne exports of refined oil products rose to a three-month high in September, but the growth came from cheaper fuel oil and naphtha as diesel shipments fell to their lowest in more than a decade, Bloomberg reported, citing Vortexa data. Russia kept diesel at home after Ukrainian refinery strikes and paid oil companies to supply its pumps, while high crude prices lifted its crude export earnings.

During the ongoing deep-strike campaign, Ukraine's long-range drones have knocked out more than half of Russia's oil refining capacity, Kyiv says, and Russia's budget oil revenues are falling even as it raises war spending. High global crude prices are softening that blow.

Cheaper fuel out

Total seaborne product exports reached about 1.17 million barrels a day in September. Fuel oil shipments rose 6% to about 613,000 barrels a day, the highest since April. Naphtha, a feedstock for petrochemicals, jumped 35% to 363,000 barrels a day. Exports of refinery feedstocks, including vacuum gasoil, rose to about 32,000 barrels a day, according to Bloomberg.

The trade has moved north. Almost 80% of fuel oil cargoes left from Baltic ports, and naphtha loadings there rose almost 50% as Ukrainian attacks disrupted Black Sea infrastructure. In September, Ukraine reported hitting an oil terminal in Novorossiysk, Russia's main Black Sea oil port—one in a string of attacks on Russia's Black Sea ports and oil sites.

Explore further

More than 500 drones by Moscow’s count: Kh-101 fuel plant, second Yandex data center, and a far-north refinery hit

Diesel kept at home

Diesel and gasoil exports fell 28% to 144,000 barrels a day, the lowest monthly volume in Vortexa data going back more than a decade. Russia has restricted diesel exports to protect domestic supply after Ukrainian attacks on its refineries. Drones kept hitting them into October, from a Lukoil refinery in Volgograd to Gazprom's Salavat complex in Bashkortostan.

In September, Russia paid oil companies the biggest subsidy in more than four years to keep road fuel on the domestic market. It also imported about 350,000 tonnes of motor fuel by sea, mostly gasoline from India, Morocco, and Türkiye, Reuters calculations showed. Officials are considering letting some producers resume diesel exports in October to avoid overstocking, according to Interfax.

The diesel squeeze has reached the White House. US President Donald Trump stated on 30 September that diesel was hurt "not by the Middle East, but by what's going on in Russia, because those diesel refineries are being knocked out at a pretty alarming rate."

Crude carries the revenue

Russia's crude exports reached about 3.99 million barrels a day in the week to 27 September, and the estimated value of its seaborne crude shipments neared its highest since the full-scale invasion began, Bloomberg reported. Brent crude traded at about $102.60 a barrel on 9 October, according to Trading Economics data.

Drones struck a plant making fuel components for Russia's Kh-101 cruise missiles and a second Yandex data center overnight on 9 October, Russian officials and monitoring channels reported. The same night, fires were reported at a refinery in Russia's far north and an oil depot near Belgorod. Russia claimed it downed more than 500 drones, and Ukraine has not claimed any of the strikes.

Ukraine has spent months hitting refineries and arms suppliers deep inside Russia. Russia, meanwhile, keeps firing Kh-101 cruise missiles at Ukrainian cities, including the one that killed 22 people in Pryluky on 7 October.

The plant behind the Kh-101's fuel

The Redkino Experimental Plant in Tver Oblast came under attack overnight, Ukrainian monitoring channel Exilenova+ reported. It said the plant makes components of Decilin-M, a fuel for Kh-55 and Kh-101 cruise missiles, as well as additives for diesel and aviation kerosene.

Tver Oblast Governor Vitaly Korolev claimed a plant in Redkino caught fire as a drone attack was being repelled. He did not name the plant. No workers were hurt, he said.

The plant also makes ferrocene derivatives, which serve as burn catalysts in solid-fuel rocket motors, Militarnyi reported. The UK sanctioned it in September 2025. Drones attacked it in September 2023 and twice in one night in June 2024, the outlet said.

In February, drones of the Security Service of Ukraine's (SBU) Alpha unit struck the plant, sparking a large fire, SBU sources told Kyiv Post. The Kh-101 is the missile Russia used against Pryluky on 7 October, Ukrainian President Volodymyr Zelenskyy said.

Yandex loses a second data center

Part of Yandex's data center in Kaluga was damaged in the drone attack, and several modules were completely knocked out, the company's press service told Interfax, Russian newspaper Kommersant reported. Some Yandex services may run with interruptions, no one was hurt, and the company is still assessing the damage, Yandex said.

Kaluga Oblast Governor Vladislav Shapsha claimed nine people were injured in the overnight attack on the region. A day earlier, a drone attack forced Yandex to fully shut its data center in Sasovo, Ryazan Oblast.

A refinery in the north, a depot near Belgorod

Locals reported an attack on the Ukhta refinery in the Komi Republic, followed by a fire, Exilenova+ said. The Lukoil-owned plant can process about 4.2 million metric tons of oil a year, making gasoline, diesel, fuel oil, and vacuum gasoil. The extent of the damage is unclear.

An oil depot north of Belgorod was also burning after the night's attack, the channel posted. Belgorod's regional headquarters claimed two people were killed and four injured, including a child, in the Belgorod district.

A large fire also broke out in Pushkino near Moscow, likely at a truck parking lot, Astra reported. The cause is unknown.

Repeated strikes on Redkino target a specialty fuel that Russia's cruise missiles depend on, while two Yandex data centers hit in two nights bring the war to services ordinary Russians use every day.