Key Facts
• August 26, 2025: Russia increased crude oil exports by 200,000 barrels/day.
• Revised export volume: 2 million barrels/day from Primorsk, Ust-Luga, and Novorossiysk.
• Reason: Ukrainian drone attacks disrupted refinery operations, redirecting crude to exports.
• Domestic refinery capacity reduced by 17% (1.1 million barrels/day) due to attacks.
• Strike actions and repair schedule changes may cause delays or further adjustments.
• Potential export reduction: up to 500,000 barrels/day via Druzhba pipeline and Ust-Luga port.
• Russian Energy Ministry and Transneft declined to comment on the situation.
Summary
Russia has revised its August crude oil export plans, increasing shipments from its western ports by 200,000 barrels per day, reaching a total of 2 million barrels per day. This adjustment follows Ukrainian drone attacks that disrupted refinery operations, redirecting crude oil to exports. The attacks have shut down facilities accounting for 17% of Russia’s domestic refining capacity. However, ongoing strikes and changes in repair schedules may lead to delays or further revisions. Additionally, damage to the Druzhba pipeline and Ust-Luga port could reduce exports by up to 500,000 barrels per day. The Russian Energy Ministry and Transneft have not provided comments on the matter.
