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  • First the pumps, then the harvest, now the commute—Russia’s fuel shortage keeps finding new victims
    Russia's fuel crisis has reached the bus stop, with carriers in at least 25 regions raising public transport fares, The Moscow Times reported. Ten more regions have cut routes or reshuffled schedules as Ukrainian drone strikes on refineries starve the market of gasoline and diesel. The squeeze is hitting small carriers on suburban routes hardest. Ukraine treats the Russian refining industry bankrolling the invasion as a legitimate target, and the resulting shortage has alre
     

First the pumps, then the harvest, now the commute—Russia’s fuel shortage keeps finding new victims

21 juillet 2026 à 10:23

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Russia's fuel crisis has reached the bus stop, with carriers in at least 25 regions raising public transport fares, The Moscow Times reported. Ten more regions have cut routes or reshuffled schedules as Ukrainian drone strikes on refineries starve the market of gasoline and diesel. The squeeze is hitting small carriers on suburban routes hardest.

Ukraine treats the Russian refining industry bankrolling the invasion as a legitimate target, and the resulting shortage has already spread from gas-station lines to Russia's harvest fields. Official fuel-sale restrictions cover more than 40 regions, while de facto limits and bans operate in nearly every Russian region and in the occupied territories of Ukraine.

Intercity fares outrun inflation by 30 points

Russian investigative outlet Vazhnye Istorii counted the fare hikes and route cuts from media reports across 35 regions. Fuel shortages have sent diesel and gasoline prices sharply higher, and spare parts have grown more expensive alongside, driving up carriers' costs.

Rosstat data show an average city trip rose 12% over the year, from 40.58 to 45.58 rubles ($0.58). An intercity bus ride climbed 20%, from 204.56 to 243.89 rubles ($3.11). Since the start of the full-scale invasion, intercity travel has grown 81% more expensive and city transport 52%, against cumulative inflation of about 50%.
a cow grazes by an idle sayanneft gas station in russia amid nationwide fuel crisis
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Across Siberia, the hikes are concrete

In Irkutsk, Siberia, the municipal carrier Irkutskavtotrans raised fares 20% from 1 July, from 37 to 45 rubles ($0.57), while private operators added almost a quarter. The 50-km ride between Irkutsk and Angarsk jumped more than 30%. 

In Altai Krai, the private company Transmagistral lifted its Barnaul–Novoaltaisk fare from 85 to 90 rubles ($1.15). At the current rate, the gasoline prices reached $1.15 a liter, or about $4.35 a gallon, and diesel at $1.17 a liter, roughly $4.45 a gallon.

In Buryatia, rides to Ulan-Ude from remote villages 250–350 km away rose more than 10%. A trip from the village of Isingi now costs 1,700 rubles ($22) instead of 1,500 ($19). 

Smoke billowing from Mikhailovskoye oil depot in Russia's Stavropol Krai following an overnight Ukrainian drone attack on 19 July. Photo: Exilenova+
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Half of Russia's refining sits idle

The Moscow Times noted that the crisis now covers practically the whole country. Sources familiar with the matter told Reuters that Ukrainian drone strikes have knocked out about 40% of Russia's refining capacity. In the second week of July, gasoline output fell 35% to 75,000–80,000 tons a day, against summer demand of 115,000–120,000 tons.

EA Analytics put July's crude processing at 3.91 million barrels a day, the lowest since 2005. Energy Intelligence gives an even lower estimate of 3.58 million barrels, potentially the weakest figure since 2002, with about half of Russia's refining capacity standing idle. 

With repair crews losing the race against strikes like the one that halted the Syzran refinery, Russia is reduced to importing gasoline refined from its own crude — and the pass-through to fares, freight, and food prices has room to widen.

General Staff says Ukraine knocked out 42% of Russia’s refining and cost industry $13.5 billion since August 2025

4 juillet 2026 à 15:35

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Ukrainian strikes have idled 42.74% of Russia's oil refining, the General Staff said on 4 July. Over the past month, Ukrainian forces successfully attacked eight refineries and destroyed or critically damaged over 60 storage tanks, of which 58% held petroleum products and 42% held crude oil. Industry losses from the campaign have reached $13.5 billion since August 2025. 

The General Staff's cumulative figure sits between two other assessments of the campaign's damage. Ukrainian energy analyst Mykhailo Honchar calculated on 30 June that half of Russia's primary refining capacity was offline, while the International Energy Agency and Reuters-cited industry sources put the offline share at 33% to 40% through June.

What all three assessments agree on is that the second quarter of 2026 was the most intense phase of Ukraine's campaign against Russian fuel production, with visible consequences reaching Moscow filling stations and occupied Crimea. 

June strikes reached refineries over 1,100 km from Ukraine

Ukraine's Defense Forces confirmed strikes on the TANECO and TAIF-NK refineries in Nizhnekamsk, Tatarstan, on 12 June, over 1,100 km from Ukraine's border. TANECO ranks among Russia's largest refineries, with a design capacity of over 16 million tons of oil per year. Nizhnekamsk canceled its Russia Day celebrations after the strikes.

The strike campaign also reached Slavyansk-na-Kubani in Krasnodar Krai on 28 June, hitting a major fuel supplier for occupied Crimea.

On the same night, Ukraine reached the Slavneft-YANOS refinery in Yaroslavl, one of Russia's five largest plants, about 700 km from the border. Honchar's 30 June analysis noted a shift in Ukrainian ordnance from drones to Neptune cruise missiles converted for land attack, with heavier warheads inflicting longer, costlier repairs.

Fuel crisis reaches Moscow and 53 Russian regions

Russia has been under gasoline rationing in 53 of its regions and all five occupied Ukrainian territories as of mid-June. Fuel shortages reached Moscow and St. Petersburg in the same month, with the Moscow Times reporting that Russian wholesale diesel prices were up 43% since January.

 

The Russian government imposed a full gasoline export ban through the end of July and began importing fuel by sea.

Independent tracking shows Russian refinery runs averaged 4.58 million barrels a day in May, down about 13% from a year earlier and the lowest since 2009, per OilX estimates. Russian oil companies received about 700 billion rubles ($9.7 billion) in subsidies across April and May to keep fuel moving.

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