Seven tankers made 14 trips from South Korea to Russia's Far East in July and August, carrying more than 176,000 metric tons of fuel, most of it diesel, the Guardian found in a 6 October analysis of port records and ship-tracking data. The UK and EU have sanctioned three of the ships, and one loaded its fuel from another tanker at sea off South Korea instead of at a terminal.

Ukrainian strikes have cut Russia's fuel output as Moscow scrambles for supplies, while fuel loaded at South Korean ports has flowed to Russia. Loadings began to surge in July, the same month South Korean President Lee Jae-myung pledged $100 million for Ukraine's reconstruction, the Guardian reported. That creates a tension in Seoul's policy toward the war: South Korea has provided Ukraine with humanitarian and non-lethal aid but ruled out sending weapons directly, while the fuel trade appears legal under South Korean law even though three of the tankers are under UK and EU sanctions.

Russia imported 368,000 metric tons of oil products by sea in August, 112,000 of them from South Korea, according to Kpler data analyzed by the Centre for Research on Energy and Clean Air (CREA) and cited by the Guardian. CREA's own August report gives 172,000 metric tons in total, including 18,000 from South Korea. Neither explains the gap.

Where the tankers said they were going

The Layla, a tanker under UK and EU sanctions, made two voyages from Ulsan to Vladivostok, carrying a total of 57,000 metric tons of diesel. It left South Korea on 19 July and 10 August. On the first trip, it told South Korean authorities it was bound for Vladivostok; on the second, it declared Niigata, Japan, but sailed to Vladivostok again.

The Astoria, a Russian-flagged tanker under UK, EU, and Australian sanctions, loaded nearly 11,000 metric tons of fuel at Ulsan on 1 August. It declared Japan as its destination but sailed to Vladivostok.

The Chongchon did not berth at a South Korean port. Instead, it took about 26,000 metric tons of fuel from the unsanctioned Celeste I at an anchorage off Yeosu in early August. It declared Singapore as its destination but headed to Vladivostok. The owners and managers of the four tankers did not respond to the Guardian's requests for comment.

Why Russia needs the fuel

Ukrainian drone strikes have severely disrupted Russia's refining capacity, the Guardian reported. In July, Ukraine's General Staff said the strikes had knocked out 42% of Russia's refining capacity, costing the industry billions of dollars.

Russian refinery throughput fell in June to its lowest level in more than 20 years, and diesel output is down nearly 30% from a year earlier, the International Energy Agency said, according to the Guardian.

Russia has also restricted fuel exports to protect domestic supplies, extending its diesel export ban until the end of October; on 2 October, Deputy Prime Minister Alexander Novak said Moscow could consider partially lifting the ban if there was overproduction, according to the Moscow Times.

Responses to the shipments

Seoul's non-lethal aid has included helmets, body armor, and demining vehicles, and in 2023 it pledged $2.3 billion in support, mostly in loans.

Isaac Levi, an analyst at CREA, told the Guardian:

"It is shocking that EU-sanctioned tankers loaded fuel at South Korean ports and carried it to Russia. This undermines the sanctions regime and South Korea's support for Ukraine."

South Korea's Foreign Ministry did not address the shipments or the sanctioned tankers. In a statement, it said the government supports international efforts to help end the war in Ukraine and bring about a peaceful recovery. The ministry said it was strictly enforcing its export controls and had expanded them to cover 1,402 non-strategic items with high potential for diversion to military use. The UK Foreign Office did not answer the Guardian's questions about UK-sanctioned tankers using South Korean ports, saying only that it remains committed to monitoring its sanctions.

Ties between Kyiv and Seoul are also strained over Ukraine's disclosure of its transfer of two North Korean prisoners of war to South Korea, which Seoul said should have remained private.

Ukrainian drones struck Rosneft's Kuibyshev refinery in Samara overnight on 22 September, hitting two primary crude-processing units and triggering a large fire, Ukrainian drone and missile maker Fire Point confirmed. The strike is part of Ukraine's ongoing campaign against the fuel infrastructure that sustains Russia's war—the same plant had to halt crude processing after a drone attack in June. The attack came one day after US President Donald Trump for the second time in a week urged Ukraine's leader, Volodymyr Zelenskyy, to stop the refinery campaign.

FP-1 drones hit both primary processing units

Fire Point said its FP-1 drones struck the Kuibyshev refinery, hitting the AVT-4 and AVT-5 atmospheric-vacuum distillation units—the plant's primary crude-processing installations. A large fire broke out on the refinery grounds. The Kuibyshev refinery is part of Rosneft and has a designed processing capacity of about 7 million tons of crude oil per year. It is located more than 900 km from the war zone in Ukraine.

Ukrainian Telegram channel Exilenova+ began reporting explosions and air defense activity in Samara Oblast at 3:50 a.m. By 4:24 a.m., the channel posted videos showing a night fire at the refinery. OSINT channel World Militaries identified the AVT-5 unit as the initial fire site.

Russian news Telegram channel Astra separately confirmed the fire at the Kuibyshev refinery.

By morning, the fire was still burning. The smoke plume stretched about 100 km across Samara Oblast, Exilenova+ reported.

The Kuibyshev refinery stopped processing crude in June 2026 after Ukrainian drones hit its AVT-4 and AVT-5 units—the same pair now struck again. Each unit processes about 10,000 tons of crude per day, or roughly 73,000 barrels. The refinery had also suspended operations after a drone attack in August 2025.

Other targets in the overnight wave

Exilenova+ also reported that Ukrainian forces struck a military base in the city of Pochep in Bryansk Oblast overnight, with fire observed at the site. Residents of Tolyatti in Samara Oblast reported explosions, and witnesses suggested the Tolyattikauchuk synthetic rubber plant had been hit, Suspilne reported.

Samara Oblast Governor Vyacheslav Fedorishchev confirmed the attack, claiming Russian air defenses intercepted "dozens of drones." He said drones "targeted industrial enterprises" but did not name which ones. Russia's Defense Ministry claimed 297 Ukrainian drones were intercepted over 14 oblasts and occupied Crimea.

Part of an ongoing campaign against Russian fuel infrastructure

Ukraine's General Staff confirmed strikes on both the Bashneft-UNPZ refinery in Ufa and the Kuibyshev refinery in Samara, with fire observed at both sites. Ukraine has been striking Russian refineries continuously for months—hitting targets in Saratov and Volgograd on 11 September, Slavyansk-na-Kubani on 14 September, Syzran on 15 September, Yaroslavl on 17 September, and Ufa on 21 September, the night before the Kuibyshev strike. Earlier, the General Staff said the campaign has disabled 45% of Russia's oil-refining capacity. The strikes have also pushed Russia's fuel crisis into Central Asia, where shortages forced Kazakhstan to seek emergency supplies.

Trump urged Zelenskyy to stop the campaign for the second time in a week during their 21 September call, telling him "don't hit diesel fuel" and blaming Ukrainian strikes—not the Iran conflict—for rising US diesel prices.

Russian authorities left residents in and around Moscow without air raid sirens or phone alerts during Ukraine's largest combined strike on Moscow Oblast, apparently to guard turnout at Russia's parliamentary elections, the Institute for the Study of War (ISW) said. The silence angered residents and even pro-war commentators as a major oil refinery burned.

For most of this war, Russia has handled strikes on its cities as a routine to be announced, warned about, and waited out. Withholding warnings during the heaviest raid yet, in the middle of a national vote, suggests authorities will trade residents' safety for the look of a calm election when a political milestone is on the line.

Sirens stayed off during the biggest raid

Ukraine hit strategic sites across the Moscow area overnight on 19-20 September, the last day of Russia's State Duma vote. Moscow Oblast officials did not switch on air alert sirens or send the SMS warnings they had used during far smaller attacks. They quietly restricted mobile service without major public notice. Ukraine struck oil and logistics targets, not polling stations, according to the experts, and authorities appeared to place high turnout above protecting civilians.

Moscow Oblast residents complained that no alert reached them, some posting on the Telegram channel of regional Governor Andrei Vorobyov before it closed comments. A prominent Kremlin-linked military blogger attacked the official response, saying it erodes public trust and that cutting mobile service does "not really help."

What the drones hit

Ukraine's General Staff reported striking the Gazpromneft-Moscow Oil Refinery in the city's Kapotnya district, one of Russia's largest plants, causing a large fire. Ukrainian manufacturer Fire Point said its FP-1 drones completely shut down the refinery, with all primary processing units damaged.

Governor Andrei Vorobyov claimed air defenses countered 249 drones across 17 municipal districts. The strike was part of Ukraine's widening campaign against the fuel sector funding Russia's war, with about a fifth of Russian refining capacity offline.

Russian oil refineries earned more in the first half of this year than in the same period a year earlier, even as Ukrainian drone strikes kept a fifth of the country's refining capacity out of action, The Moscow Times reported. Record wholesale prices and fast-growing payments from the federal budget have more than covered what the attacks and the repairs cost. Russian consumers are covering the rest at the pump.

Where the profits come from

Russian refineries earned 938 billion rubles ($11.1 billion) in the first half of 2026, 16.2% more than a year earlier, according to the state statistics service Rosstat. Ukrainian drone strikes have put a fifth of the country's refining capacity out of action.

Two things produced that result, according to Promsvyazbank analyst Yekaterina Krylova: high wholesale prices on the SPIMEX commodity exchange, and a sharp increase in state fuel subsidies.

Wholesale prices took off in March, after the war in the Middle East began: light petroleum products have risen 37% since late February and diesel by a third, with July bringing record exchange prices of 82,600 rubles ($982) per tonne of AI-95 gasoline. Crude got cheaper for the refiners over the same stretch, as the ruble price of Urals oil peaked in spring and fell through the summer while the products made from it kept getting dearer.

Explore further

Ukraine says drones hit Russia’s gas heartland over 3,000 km from its border—a wartime record

The budget pays the difference, the country pays the bill

Russia's damper mechanism compensates oil companies for selling fuel cheaply at home rather than exporting it, and the payments grow as the gap between domestic and world prices widens.

The Finance Ministry paid out close to 350 billion rubles ($4.2 billion) a month in the second quarter, and 500 billion rubles ($5.9 billion) for July and August together. Krylova expects the subsidies and the prices together to widen net margins by 45% in the third quarter, to 35,000 rubles ($416) per tonne of gasoline.

Russia's retail prices tell the other half of the story. Gasoline has risen 21.2% since January and diesel 18.4%, well above Russian inflation. Budget money lets the majors, which own both the refineries and the filling-station chains, hold their own forecourt prices near inflation. Independent chains have no such cushion: they buy at the higher wholesale prices and sell dearer, which is how Russia has been squeezing them out of the market. For drivers, the crisis has been physical as well as financial, with rationing and dry pumps spreading across dozens of regions.

Explore further

Kazakh refinery deal could ease Russia’s front-line fuel pressure—but it covers just 0.3% of demand

What the strikes have cost

Ukrainian drones have been hitting Russian refineries since 2024, and the campaign escalated sharply from August 2025, when strikes deep inside Russia became systematic. Russian refineries disclose none of their losses from it.

Ukraine's General Staff estimated the total damage to the Russian oil industry since August 2025 at $13.5 billion, in a count published in early July. The insurance broker Mains put direct losses to the oil and gas sector from drone strikes last year at more than 100 billion rubles ($1.2 billion), and above a trillion rubles once lost profit and indirect damage are counted.