Persistent drone attacks and facility damage in Russia have disrupted export flows of refined fuel products, prompting some refineries to prioritize domestic supply over international shipments. These outages and logistical blockages are placing growing pressure on export capacity, raising concerns about downstream market shortages. (Note: Details on exact tonnages or specific product flows are still emerging.)

Damage to key terminals and export infrastructure has forced many refineries to route production through alternative pipelines or ports, often at higher transportation cost and with added complexity in quality control. For traders and refiners abroad, product spreads and supply timelines are being tested. In some cases, product availability has tightened in export markets, and pricing volatility has increased.

The unrest in infrastructure also amplifies risks for downstream operations that rely on steady product imports. Refiners in regions dependent on Russian fuel must weigh contingency plans: diversifying suppliers, increasing onshore buffer storage, or accelerating local production of refined fuels. Increasing regulatory scrutiny of sanction compliance and logistics chains further complicates export operations.—