Fuel Rationing Returns to Moscow
Petrol stations in Moscow have reintroduced limits on fuel sales as shortages return, according to Reuters. Gazprom Neft has capped petrol purchases at 40 litres at automated stations and 60 litres at other stations, while Rosneft has limited sales to 30 litres per vehicle across Russia. Tatneft has also set a 50-litre limit. Long queues have returned at petrol stations in Moscow and the surrounding region.
The restrictions come after an earlier wave of shortages eased for a short period in July. Fresh Ukrainian attacks on refineries, along with strong seasonal demand and refinery maintenance, have again tightened supplies.
Ukrainian Attacks Disrupt Refining
On August 26, Ukraine struck the NORSI refinery in Russia's Nizhny Novgorod region, forcing the plant to suspend crude processing, according to three industry sources cited by Reuters. NORSI can process about 15 million tonnes of crude a year and produce around 5 million tonnes of petrol, more than 5 million tonnes of diesel and about 2 million tonnes of fuel oil.
The Perm refinery, Russia's seventh-largest oil-processing plant by volume, halted operations after a Ukrainian drone attack on August 21 caused a fire and damaged technological units. Vortexa, an energy analytics firm, counted 32 attacks on Russian refineries during July and August.
By early July, Russian petrol production had fallen to around 65 per cent of average seasonal demand, according to industry sources cited by Reuters. The Hindu, citing trade sources, reported that Ukrainian drone attacks led to up to a 70% drop in domestic production, triggering a fuel supply crunch.
Record Imports, India as Supplier
Russia's seaborne gasoline imports surged to a record around 125,000 barrels per day in August, equivalent to a projected 470,000 tonnes for the month, according to Vortexa. Indian refiners supplied as much as 1 million barrels of gasoline in the last two months, trade sources said. The supplies essentially came from the Vadinar refinery in Gujarat, operated by Nayara Energy, which is half owned by Russia's Rosneft.
A cargo of around 68,000 tonnes of petrol loaded at India's Vadinar port reached Russia's Arctic port of Vitino, according to LSEG shipping data and industry sources cited by Reuters. India, Turkey, and Morocco supplied gasoline to Russia in August, as Moscow grappled with a growing mismatch between domestic fuel supply and demand.
Around 55%, or about 260,000 tonnes, of Russia's imported gasoline in August arrived on sanctioned tonnage, Vortexa said. All India-origin gasoline cargoes Russia imported in August were carried on sanctioned fleets and involved dark ship-to-ship transfers in the Mediterranean.
Since 2022, India has pivoted towards Russia to meet the bulk of its crude oil needs — raw material for making fuels like petrol and diesel. India imported more than 6 million barrels per day of Russian crude in June and July, up from a low of 1 million bpd in February and accounting for more than half of the country's crude imports. It is likely that fuel exported to Russia may have been made from Russian crude, The Hindu reported.
Export Bans and Broader Impact
Russia in July extended its full export ban on gasoline for both producers and non-producers through the end of January 2027, while its diesel export ban was extended through September 1, as reported by The Hindu.
Russia's seaborne diesel/gasoil exports were around 150,000 bpd in August through August 25, flat month-on-month but down 610,000 bpd from a year earlier and 81% below the five-year seasonal average, according to Vortexa data cited by The Hindu.
Belarus's gasoline exports to Russia reached 212,000 tonnes in July, up 13% from June, while diesel exports doubled to 162,000 tonnes, as reported by Reuters and carried by The Times of India. Reuters reported in July that the Russian government was prioritising fuel for vehicles delivering food to large retail chains as the shortage spread.
Context: Russia's Oil Production
Russia produced about 89 million barrels of crude oil per day in 2025, making it the world's second-largest crude oil producer after the US, according to the US Energy Information Administration (EIA). The latest IEA data shows that Russia was still producing 76 million barrels of crude oil per day in July 2026, lower than the 86 million bpd recorded in June, but still massive. Russia's refineries processed about 4 million barrels of oil per day in 2024, according to the EIA.
The paradox — Russia as a major crude exporter yet needing to import petrol — underscores the extent of the refinery damage. The Afipsky refinery, which processed about 2 million tonnes of crude in 2024, equivalent to around 144,000 barrels per day, is among the facilities affected.