Overview
- Russia’s Kirishinefteorgsintez refinery in Kirishi, which sources said halted processing Thursday, suffered fires after drone strikes overnight March 25–26.
- Following Wednesday’s attacks, the Baltic ports of Primorsk and Ust-Luga suspended crude and fuel loadings, and officials reported a fire at Ust-Luga.
- Market analysis reported by Reuters estimated at least 40% of Russia’s oil export capacity is offline, or about two million barrels per day, due to strikes, tanker seizures, and Druzhba pipeline damage.
- Regional and national officials reported mass interceptions, with the Leningrad governor citing 21 drones downed near Kirishi and the Defense Ministry claiming 125 across multiple regions.
- KINEF processes about 350,000 barrels per day, or 6.6% of Russia’s refining, so its outage cuts gasoline and diesel output as western routes strain, even as flows to China via pipelines and Kozmino continue.