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2025–2026 Russian fuel crisis

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Line of cars amidst fuel shortages in Kaliningrad in July 2026

Starting in August 2025, increased Ukrainian drone attacks on Russian oil refineries during the Russo-Ukrainian War caused widespread damage and a significant decrease in production of refined products across the Russian oil industry, leading to a fuel crisis in the country. The crisis escalated in the middle of 2026, with Russian-controlled Crimea declaring a state of emergency in June and banning fuel sales.

By July 2026, most of Russia's regions were experiencing fuel restrictions, directly affecting 50 million people, approximately 35% of the Russian population.[1] Russia suspended civilian shipping through the Don–Azov Shipping Canal and the Kerch Strait following concentrated attacks on oil tankers in the Sea of Azov and surrounding anchorages.[2][3] A decree was signed allowing certain oil refineries to lower their production quality standards from Euro-5 gasoline to Euro-3 gasoline until the end of the year.

Background

There have been several gasoline crises in Russia since the 2010s started, most recently in 2023. As part of the Russo-Ukrainian war, Ukrainian drones had occasionally targeted Russian refineries since 2024, causing expense and inconvenience.[4]

Ukrainian drone strikes in 2025

War
year
Number of strikes on
Russia's oil facilities[5]
In yearCumulative
1st 3 3
2nd 13 16
3rd 92 108
4th 138 246
Feb '26–
Jun '26
59 305

According to a 25 June 2026 analysis by CNN, Ukraine had struck Russian oil facilities over 300 times since the start of Russia's full-scale invasion on 24 February 2022.[5] Only 3 strikes were performed in the first year of the war (February 2022 to February 2023), with an additional 13 in the second year.[5] Ukraine's deep strike campaign on Russia's oil facilities and other strategic targets was officially launched in early 2024, with a few dozen pilotless aircraft per month.[6] It was not until year that Ukraine's attacks on Russia's oil infrastructure really took off, with a cumulative total of 108 hits after three years of war, 246 after four years, and a total of 305 strikes when including 24 February 2022 to 25 June 2026.[5]

A substantial increase in targeted attacks by Ukraine on Russian energy infrastructure began in the second half of 2025. According to media reports, Ukraine carried out over a dozen drone attacks on Russian oil infrastructure between 2 and 24 August, the majority of them striking facilities in Ryazan Oblast and Volgograd Oblast in southwestern Russia. On 27 August, Ukrainian media reported that the Ryazan refinery, one of the main fuel arteries to Moscow, had been struck by a powerful explosion. Boris Aronstein, an independent oil and gas analyst, said that the Ukrainian drone strikes had caused "the most severe crisis in recent years", adding that the size, coordination and repeated waves of the drones makes Russia unable to repair the refineries before the next attack occurs.[7] According to Reuters, Crimea and Russia's far east were the first territories to experience gasoline shortages in August.[8]

Moscow Refinery on fire, 18 June 2026

In September 2025, Reuters reported that Russia was seeing certain fuel grade shortages, with the reduced refinery runs caused by the drone attacks and high borrowing costs leading to private filling stations being unable to stockpile fuel according to retailers and traders. According to Reuters, the attacks on some days had reduced Russian oil refining by almost a fifth, and cut exports from key ports. According to five retailers and traders in the Russian fuel market during September, problems from the shortages started to emerge in the Volga river region and in southern and central Russia as well.[8] On 29 September, Forbes reported that the issues with fuel had worsened quickly and spread across much of the country, with rising prices, rationing, long queues and pumps running dry in some cases.[9]

In October 2025, BBC Verify and BBC Russian reported that Ukrainian drone attacks reached a record level of 14 refineries targeted in August, while eight had been targeted in September and 12 in August, and that 21 out of Russia's 38 large refineries had been hit since January 2025.[10] Meduza reported that some gas stations were shutting down altogether due to being unable to raise prices because of antitrust restrictions. In Crimea, Russian occupation officials limited gasoline sales to 20 liters per customer and imposed price caps.[11]

2026 escalation of crisis

NASA's FIRMS detected fires on 26 March 2026 01:30:00 (UTC) at the Ust-Luga Multimodal Complex

In the middle of 2026, Ukrainian missile and drone strikes on key Russian energy infrastructure resulted in an expansion of the crisis, with Politico saying that two-thirds of Russia's regions were reporting fuel supply issues, affecting millions of Russians as well as threatening businesses. In Crimea, a state of emergency was declared, with authorities banning all fuel sales. The Moscow Times said that the fuel shortage also resulted in a disruption of Crimea's tourism industry.[12][13]

On 2 July 2026, Novaya Gazeta Europe estimated that the fuel crisis had spread to al least 78 of the 83 internationally recognised regions of the Russian Federation (including republics, krais, (autonomous) oblasts and okrugs, and federal cities), plus occupied Crimea and Sevastopol; only 5 regions of Russia had not reported a fuel crisis so far.[14] In 38 of those regions, officials had imposed restrictions on gasoline sales, some in individual cities, others in entire regions.[14] Three regions had gone as far as declaring a state of emergency: Penza Oblast, Irkutsk Oblast, and Zabaykalsky Krai;[14] occupied Crimea and Sevastopol had already done so on 26 June 2026.[15]

On 6 July, Ukrainian drones hit Russia's largest oil refinery and top producer of gasoline, the Omsk refinery, with two industry sources saying the refinery had halted operations the next day.[16] The Saratov oil refinery also halted operations soon after a 7 July strike.[17]

Impact

In November 2025, Reuters reported that Russia's oil processing had fallen only 3% during the year despite the attacks, as refineries averted a steep decline by using spare capacity to offset the damage. According to the report based on information from three Russian industry sources, 20% of Russia's refinery capacity was taken offline at the height of strikes between August and October, but this only resulted in a 6% drop in Russia's total refining volume. In terms of revenue, however, the International Energy Agency said that Russia's oil revenue declined to one of the lowest levels seen since the start of the war in 2022.[18]

In December 2025, Russian energy analyst Craig Kennedy said that new sanctions by the US, EU, and the UK were likely to substantially cut Russia's oil revenues in 2026, while intensifying what he described as the worst crisis in Russia's energy sector since the 1990s.[19][needs update]

Closed Rosneft filling station in Moscow, 4 July 2026
Cars queueing in front of a filling station in Kaliningrad, while other people turn to e-scooters and bicycles, 2 July 2026
Cars queueing in front of a filling station in Kaliningrad, 2 July 2026

In early July 2026, Reuters said that most regions in Russia were restricted with fuel, resulting in growing public concern and resulting in crowdsourced maps and tips about what stations have fuel and short lines, while social media showed Russian drivers getting into fights with each other over the fuel.[20] Farmers in the wheat belt were worried that, without fuel for their machines, they would not be able to harvest their crops.[20] On 4 July 2026, the General Staff of the Armed Forces of Ukraine estimated 42.74% of Russia's oil refining capacity had been disabled at that time, while the International Energy Agency (IEA) said "more than 20%" of capacity has been knocked offline.[21] Finnish President Alexander Stubb stated in early July 2026 that Russia's capacity to produce and export oil had been reduced by 40% due to the Ukrainian mid- and long-range drone strikes.[22] The Financial Times reported that Russia produced 4.1 million barrels of oil per day in June 2026 (28% below the 5-year average, and 35% below design capacity); the fuel shortage had so far affected 50 million people (35% of the Russian Federation's population); and by 9 July the majority of regions of Russia had local authorities or retailers imposing fuel sales restrictions.[23]

On 30 June 2026, Sberbank CEO German Gref told shareholders at a meeting: "I don't believe there is anyone in this country whose primary concern is anything other than an end to military hostilities as soon as possible."[21] Analyst Jade McGlynn commented: "For four years Russians in major cities have been able to treat this war as something that happens to other people, somewhere else, paid for with other people's sons. Fuel rationing across Russia ends that: when you are sitting in a petrol queue for the better part of a day, the war stops being an abstraction on the evening news."[21] On the other hand, while she believed the fuel crisis would add more problems for the Kremlin, and wear the population down further, Russian society was not yet capable of organising a movement to stop the war.[21] International affairs professor Nina Khrushcheva concurred, saying it was more likely that Putin would double down rather than be inclined to peace negotiations, while the Russian population shows "a lot of resignation about what's going on".[24]

The Kyiv Independent noted that a Russian man from Chita, Zabaykalsky Krai, who had sat in a filling station queue for 39 hours, told Meduza that the Russian authorities were "far too soft" on Ukraine, and suggested that rather than ceasing the war, it should be escalated even further to somehow solve the current fuel crisis.[21] The BBC received mixed responses from Muscovites queueing for fuel, noting that Putin's approval ratings were down to around 73~74% (which is relatively low for Russia).[24] A Levada Center poll showed the percentage of Russians believing the country was heading in the right direction had fallen to 52%, down from 61% in May 2026.[24] A Gallup poll in early July 2026 found that 60% of Russians said economic conditions were getting worse where they lived, a result that has not been so high at any other time in the previous 20 years when that question was asked.[24]

Shortage mitigation

The Russian government imposed intermittent bans on gasoline exports after March 2024.[25] In October 2025, the government announced a moratorium on the zeroing of the fuel damper, the exemption of winter diesel fuel from excise duty,[26] and an extension of the gasoline export ban until 1 May 2026.[27]

On 23 June 2026, Russian Deputy Prime Minister Alexander Novak stated that the Russian federal government was considering a "total ban" on exports of diesel, after previously halting exports of petrol and jet fuel.[28]

On 2 July 2026, Prime Minister Mikhail Mishustin signed a decree that allows certain oil refineries to lower their production quality standards from Euro-5 gasoline to Euro-3 gasoline, which contains a higher sulfur content (a maximum of 150 milligram per kilogram), and increases safety risks and heavier pollution.[29] The decree applies until the end of 2026, and the produced gasoline may not be exported outside Russia.[29] On 29 June, the Kommersant reported that the Kremlin was also considering lowering the standards of diesel production to as low as Euro-2, which had been banned in Russia since 2013.[29]

Six regions introduced an alternating license plate rotation system – where drivers were only allowed to purchase gasoline on even or odd days, based on their license plate.[30]

References

  1. "Financial Times: fuel crisis directly affects more than a third of Russians". Meduza. 9 July 2026. Retrieved 9 July 2026.
  2. IVAN KHOMENKO (11 July 2026). "Russia Halts Shipping Through Kerch Strait After Ukrainian Drone Strikes on Vessels". united24media. Retrieved 11 July 2026.
  3. IVAN KHOMENKO (11 July 2026). "21 Russian oil tankers among vessels hit by Ukrainian forces in Sea of Azov". Odessa Journal. Retrieved 11 July 2026.
  4. Vakulenko, Sergey (26 August 2025). "Can Russia Weather a Fuel Crisis Caused by Ukrainian Drone Attacks?". Carnegie Endowment for International Peace. Retrieved 6 October 2025.
  5. 1 2 3 4 Sebastian, Clare; Ullah, Zahra; Chernova, Anna; Krebs, Katharina; Robinson, Lou (6 July 2026). "Almost every Russian region hit by fuel crisis, as Ukraine escalates drone attacks | CNN". CNN. Retrieved 9 July 2026.
  6. Ibrahim Naber (23 June 2026). "Inside Ukraine's secret drone campaign destroying sites deep in Russia". Business Insider. Retrieved 10 July 2026.
  7. Sauer, Pjotr (27 August 2025). "Frustrated Russians grapple with fuel crisis as Ukraine attacks oil refineries". The Guardian. Retrieved 6 October 2025.
  8. 1 2 "Russian fuel crisis widens after Ukrainian attacks, sources say". Reuters. 23 September 2025. Retrieved 6 October 2025.
  9. Hambling, David (29 September 2025). "Russia's Gasoline Crises Deepens As Drones Hit More Refineries". Forbes. Retrieved 6 October 2025.
  10. Murphy, Matt; Robinson, Olga; Kiryukhina, Yaroslava (1 October 2025). "Surge in Ukrainian oil refinery attacks sparks Russian fuel shortages". BBC News. Retrieved 6 October 2025.
  11. "Long lines and empty pumps. Russia's gasoline crisis in photos". Meduza. 6 October 2025. Retrieved 6 October 2025.
  12. Smith, Geoffrey (2 July 2026). "Putin's economy is running on fumes after Ukrainian attacks". Politico. Retrieved 2 July 2026.
  13. The Moscow Times (15 June 2026). "Fuel Shortage Hits Crimea's Tourism Industry as Summer Bookings Canceled". The Moscow Times. Retrieved 2 July 2026.
  14. 1 2 3 "Проблемы с бензином наблюдаются уже как минимум в 78 регионах России и Крыму, подсчитала «Новая-Европа». Актуальная карта ограничений топлива" [According to ‘Novaya Europe’, petrol shortages have been reported in at least 78 regions of Russia and Crimea]. Novaya Gazeta Europe (in Russian). 2 July 2026. Retrieved 7 July 2026.
  15. Solomon, Christopher (27 June 2026). "Russian Offensive Campaign Assessment, June 26, 2026". Institute for the Study of War. Retrieved 28 June 2026.
  16. "Russia's Largest Oil Refinery Halts Production After Drone Attack, Sources Say". The Moscow Times. 7 July 2026. Retrieved 7 July 2026.
  17. "Russia's Saratov oil refinery at a halt since Wednesday's drone attack, sources say". Reuters. 9 July 2026. Retrieved 9 July 2026.
  18. "Exclusive: Russia using spare oil refining capacity to offset Ukrainian drone damage, sources say". Reuters. 13 November 2025. Retrieved 15 November 2025.
  19. Kennedy, Craig (15 December 2025). "Restraining Russian Oil: New Sanctions are Poised to Further Erode Moscow's Faltering War Finances [highlights from forthcoming reports]". Navigating Russia. Retrieved 16 December 2025.
  20. 1 2 Prentice, Alessandra (2 July 2026). "Russian fuel frustration rises as crisis bites". Reuters.
  21. 1 2 3 4 5 Jimmy Rushton (8 July 2026). "As Ukrainian drone strikes cripple Russia's fuel supply, Moscow faces 'one crisis after another'". The Kyiv Independent. Retrieved 9 July 2026.
  22. Meredith, Sam; Ohlen, Elsa (9 July 2026). "Ukraine's drone attacks have upended NATO's investment thesis as alliance scrambles to adapt". CNBC. Retrieved 9 July 2026.
  23. Artur Kryzhnyi (9 July 2026). "Ukrainian drones knock out up to 40% of Russia's oil refining capacity – FT". Ukrainska Pravda. Retrieved 10 July 2026.
  24. 1 2 3 4 James Landale (8 July 2026). "Russian fuel shortages bite – but will Putin change tack in Ukraine war?". BBC News. Retrieved 9 July 2026.
  25. "Правительство России запретит экспорт бензина после атак ВСУ на нефтеперерабатывающие заводы". Радио «Свобода» (in Russian). 27 February 2024. Archived from the original on 5 March 2024. Retrieved 19 March 2024.
  26. "Минэнерго объяснило мораторий на обнуление топливного демпфера". РБК (in Russian). 12 October 2025. Retrieved 13 October 2025.
  27. "Путин подписал указ, призванный бороться с дефицитом топлива". Радио «Свобода» (in Russian). 12 October 2025. Archived from the original on 13 October 2025. Retrieved 13 October 2025.
  28. Kiryukhina, Yaroslava; Barabanov, Ilya (23 June 2026). "Crimea blockade: No fuel for sale as Ukraine's attacks take effect in Russian-occupied region". BBC News. Retrieved 26 June 2026.
  29. 1 2 3 Abbey Fenbert (2 July 2026). "Russia allows lower-grade gasoline production as Ukrainian attacks choke fuel supply". The Kyiv Independent. Retrieved 8 July 2026.
  30. "Хроники топливного кризиса. В российских регионах вводят систему заправки по номерам автомобилей" [Fuel crisis chronicles: Russian regions introduce a fuel rationing system based on vehicle registration numbers]. Meduza (in Russian). 9 July 2026. Retrieved 9 July 2026.
2025–2026 Russian fuel crisis
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