Information on current Russian losses due to sanctions as of 06/25/2026.
1. In the Krasnodar region, large-scale fires broke out at JSC “Poltava Oil Depot,” which stores and sells fuel in the region, after a drone attack.
– Simultaneously, the occupied Crimea faced a massive attack. Explosions were heard in Sevastopol, Simferopol, Yevpatoria, Yalta, and other areas of the peninsula.
– The Balaklava and Tavriya thermal power plants, which are important elements of the occupied region’s energy system, were hit.
2. Ukrainian drones attacked one of Russia’s largest oil refining centers in Ufa.
– On June 25, Ukrainian drones struck facilities at the oil refining complex in Ufa — one of Russia’s key centers for oil product production. According to the SBU, the attack damaged the production capacities of two major refineries.
– It is reported that after the strikes, primary oil processing units, which are critically important for any refinery’s operation, caught fire. Videos published by eyewitnesses captured at least two centers of ignition and thick black smoke over the industrial zone. The distance to the target — about 1500 kilometers from the Ukrainian border — adds special significance to the attack.
– This demonstrates Ukraine’s capability to strike strategic targets deep within Russia. The Ufa oil refining hub is one of the largest in the country and plays an important role in supplying the domestic fuel market. The new damages amid a series of attacks on Russian refineries increase pressure on the fuel sector.
3. The Moscow Refinery, which provided over a third of the fuel supply to Russia’s capital, may remain shut down until at least 2027 following June strikes by Ukrainian drones.
– As a result of the attacks on June 16 and 18, both primary oil processing units were damaged. Subsequently, the refinery with a capacity of 14 million tons of oil per year ceased operation completely. In the best case, recovery will take at least six months, and full-scale start-up is possible only in 2027.
– The Moscow Refinery produced about 3 million tons of gasoline and about the same amount of diesel fuel annually. Its prolonged shutdown exacerbates fuel shortage risks in the Moscow region, where disruptions in certain types of oil products and price increases at gas stations are already observed.
– The cost of restorative repairs in a pessimistic scenario is estimated at up to 1 billion dollars. Returning the plant to full operations may take up to a year.
4. On June 24, Ukrainian drones attacked Gazprom’s gas processing facilities in the Orenburg region.
– The Orenburg Gas Processing Plant and the Orenburg Helium Plant, part of the “Gazprom Dobycha Orenburg” structure, have been hit.
– Satellite monitoring recorded at least three fire outbreaks on the territory of the Orenburg GPP. Other sources also reported several burning points on the enterprise’s premises.
– The Orenburg Gas Processing Plant is part of the world’s largest gas chemical complex, capable of processing up to 37.5 billion cubic meters of gas per year. The Orenburg Helium Plant produces helium used in the aerospace industry and rocketry.
5. Russia has recorded the sharpest weekly rise in gasoline prices in the last 20 years.
– According to Rosstat, from June 16 to 22, the average fuel cost at gas stations rose by 3%, marking a record jump for the entire period of available statistics.
– AI-92 gasoline increased by 2.13 rubles to 67.54 rubles per liter, AI-95 by 2.09 rubles to 73.20 rubles, and AI-98 increased by 1.13 rubles to 96.51 rubles per liter. Overall, in three weeks of June, gasoline prices rose by 5%, surpassing the growth for the entire period from January to May. The rapid increase resulted from the fuel crisis that enveloped a significant part of the country following a series of strikes on Russian oil refining infrastructure.
– Various forms of fuel sales restrictions or supply disruptions are already observed in about 75% of the regions of the Russian Federation.
– Since the beginning of the year, Ukrainian drones have attacked Russian refineries at least 47 times. As a result, oil product production in May fell by 13.5% year-on-year after a decrease of 9.1% in April. This marked the deepest decline at least since 2015.
– Gasoline production in the first half of June decreased by 15% compared to the same period last year. Some estimates indicate that gasoline output has already fallen by about a quarter from the usual level. Rising gasoline prices are accelerating inflation, prompting authorities to impose fuel sales restrictions.
– Central Bank head Elvira Nabiullina has already identified the reduction in fuel production as a new inflationary risk, which may cause the regulator to maintain high interest rates longer.
6. Russia, one of the world’s largest oil producers, is forced to seek gasoline abroad due to problems with its refining.
– Moscow is negotiating with Kazakhstan to import about 50,000 tons of AI-92 gasoline amid a fuel shortage in the domestic market.
– One option being discussed is supplying Russian oil to a Kazakh refinery with the subsequent return of finished gasoline to the Russian Federation. However, the chances of implementing such a scheme remain low. The situation is complicated by the shutdown of the Atyrau Refinery in Kazakhstan for repairs from June 26 to July 20, which will reduce the excess gasoline on the local market.
– In fact, the only potential source of supplies for Russia could be the “Condensate” plant, which processes gas condensate distillates from Russian raw materials.
– Notably, the country, which positioned itself as an energy superpower before the war, is now forced to negotiate gasoline imports to cover internal deficits.
– This indicates increasingly deep problems in Russia’s fuel system arising from damage to refining capacities and difficulties in their rapid recovery.
7. The USA continues to provide Ukraine with intelligence information for strikes on Russian refineries and military targets deep in the rear.
– Kyiv’s Western allies have urged Washington not to stop sharing intelligence, as Ukrainian strikes increasingly affect Russia’s military and energy potential.
– Sources claim that US President Donald Trump was “extremely impressed and inspired” by the results of Ukrainian attacks during the G7 summit.
– Specifically, strikes on Russian refineries have already led to a significant drop in fuel production. Gasoline output in Russia decreased by about 25% compared to the level in June last year, and several regions faced shortages of certain types of fuel and sales restrictions.
– During a meeting with Volodymyr Zelensky, Trump privately encouraged Ukraine to act “more boldly” against Russia, emphasizing that the Kremlin is unlikely to change its behavior without additional pressure.
– Intensification of Ukrainian strikes on energy infrastructure creates growing economic problems for Russia. Damage to refineries reduces fuel production, decreases export revenues, and forces the authorities to spend additional resources on protecting strategic facilities. Against this background, the situation is deteriorating in both the refining industry and the domestic fuel market in Russia.
8. The United Kingdom is considering the possibility of auctioning about 98,000 tons of Russian Urals oil seized from the tanker Smyrtos, which was detained by the Royal Marines in the English Channel on June 14.
– The cargo is valued at approximately 35 million pounds sterling. The British authorities believe that after the detention, the oil cargo legally came under state control.
– The proceeds could be directed to support Ukraine—either directly or through funding arms purchases. An option of processing the oil at British refineries is also being considered.
– The ship’s captain is accused of circumventing sanctions imposed on Russian oil exports. The tanker can be released after the investigation is completed, but the cargo is expected to remain under British control.
– The incident dealt another blow to Russia’s “shadow fleet,” which Moscow actively uses to circumvent Western oil export restrictions.
– If the decision to sell is implemented, it will set a precedent where Russian energy resources effectively support Ukraine instead of bringing revenue to the Russian budget.
9. The US Department of the Treasury has removed seven Russian citizens, two Russian vessels, and two Turkish companies from the sanctions lists. The respective changes have been published on the American agency’s website.
– The reasons for this decision are not explained officially. The cargo ships “Gennadiy Yegorov” and “Vyacheslav Arshinov,” associated with the Russian State Transport Leasing Company, were removed from the sanctions list.
– Sanctions were also lifted from two Turkish companies, including elevator manufacturer IDA Asansor. Previously, the U.S. authorities accused the company of facilitating sanctions evasion and supplying products for Russian defense industry needs.
– Despite certain exclusions from the sanctions lists, the main U.S. restrictions on the Russian financial, energy, defense, and technology sectors remain in force.
– At the same time, the decision may raise additional questions about the effectiveness of controlling sanctions evasion channels through third countries.
10. Germany investigates possible Russian attempt to destabilize the country’s gas supply through former “Gazprom” subsidiary.
– The Federal Prosecutor’s Office conducted searches in Berlin and Frankfurt am Main as part of the case concerning possible sabotage against energy infrastructure. The main suspect is a 51-year-old Russian citizen who, according to the investigation, is outside Germany.
– Searches also took place at the residence of another Russian citizen and at the office of SEFE (formerly Gazprom Germania).
– According to the prosecutor’s office, in the spring of 2022, Gazprom Germania was removed from the “Gazprom” structure through a complex share sale scheme.
– The new owner was a Moscow company not related to the gas industry, which almost immediately decided to liquidate the enterprise.
– German investigators believe this may have been an attempt to disable an important part of the country’s gas infrastructure. At that time, Gazprom Germania controlled at least 25% of Germany’s natural gas storage capacity.
– The prosecution notes that the liquidation decision was made without the consent of Germany’s Ministry of Economy and may have been aimed at undermining the country’s gas supply system.
– After the investigation began, German authorities nationalized the company and renamed it SEFE. The case became another example of how Europe is increasingly scrutinizing possible Moscow attempts to use energy assets as a tool for pressure and destabilization.
11. France announced the detention of another tanker from Russia’s “shadow fleet.”
– French President Emmanuel Macron reported that French naval forces detained the tanker Deliver near the coast of Sicily due to violations of maritime law.
– According to Macron, the operation was another step in the fight against the Russian “shadow fleet,” which Moscow uses to circumvent international sanctions and export oil beyond established restrictions.
– The French leader emphasized that the detention occurred just days after similar actions by the United Kingdom, demonstrating European countries’ coordination in strengthening control over vessels related to Russian energy exports.
– “We will not allow the shadow fleet to bypass sanctions and fund Russia’s military actions,” Macron declared.
– Increased pressure on the “shadow fleet” creates additional risks for Russia’s oil exports, which remain one of the main sources of revenue for the budget.
– The rise in inspections, detentions, and transportation control increases costs for Russian exporters and complicates schemes to bypass sanctions.
– European countries are increasingly trying to limit Moscow’s ability to generate income from oil sales used to finance the war against Ukraine.
