Skip Dillard

🔥 Two humiliations in one week for russia: the last russian diesel tanker U-turns from the US, and Ukraine just knocked out 30% of russia’s refining throughput. Again Throughput: 700,000 → 500,000 tonnes/day. Kirishi, NORSI, Ryazan, Yaroslavl hit. Fuel limits reimposed in multiple regions. 9 of the 35 largest plants disrupted. Fuel caps already back in at least 8 regions. The pause is over. One week of resumed strikes and Russia has lost roughly 30% of refining throughput again. The refineries are burning again. Fuel caps reimposed across multiple regions. Reuters, citing industry sources. Nine of the 35 largest refineries have seen disrupted operations since the end of October. Combined nameplate capacity of the plants hit: 300 000 tonnes per day (2.2 million barrels). Total primary refining capacity: ~930 000 tonnes per day. Actual crude throughput has fallen from 700 000 tonnes per day at the end of October to 500 000 tonnes per day now — about 10 % below the September–October average. The drop relative to the plants that were running is closer to 30 %. The list includes four of the largest plants: Kirishi / KINEF (Leningrad, ~20–22 Mt/year) — hit 9 November. NORSI (Nizhny Novgorod, 17 Mt). Ryazan (Rosneft, 17 Mt). Slavneft-YANOS (Yaroslavl, 15 Mt). Plus Novokuibyshevsk, Bashneft-UNPZ and Afipsky. Fuel sale limits are already back in at least eight regions. Leningrad: 30 litres gasoline / 50 litres diesel. Karelia, Buryatia, Moscow Rosneft stations and others have re-imposed caps. The refining capacity that was restored during the two-week pause has been taken offline again.