2026-09-13XThread

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1/7 In the thread below, we note that diesel prices are soaring. Another short 🧵on why tl:dr, it's the war. But the "other war" ... Russia-Ukraine. (The fact that we have an "other war" speaks volumes about the state of the world.) 2/7 Ukraine is bringing the war to Russia's energy infrastructure. https://t.co/hiZ2oyXY87 3/7 Good open-source data shows what’s happening to Russia’s energy infrastructure. Refinery Ledger shows that 60% of Russia’s oil refinery infrastructure has been damaged by Ukrainian drones. (Note: Russia does not disclose how much has been repaired and is back online.) https://t.co/sE8xsvTsEs 4/7 In the last few hours, Ukraine announced that it hit the Saratov and Slavyansky Oil Refineries. https://t.co/qP4pVPcQbt 5/7 Russia has 39 refineries. Ukraine has now hit 34 of them, some of them as far as 6,000 kilometers away. Many have been hit more than once. Before last night's strikes, Saratov and Slavyansky had been hit 8 times. https://t.co/DfLimatL3x 6/7 This has caused Russia to stop exporting gasoil, the base fuel for diesel, marine (bunker), and jet fuel, to Europe. This shortage in Europe has pushed gasoil prices up by over 120% since the Iran-US war started. https://t.co/qKMBqdo2vJ 7/7 Europe is seeking alternative diesel sources, including in the U.S., which is squeezing U.S. supplies. https://t.co/Vh4rsH9tXu Follow up The fuel shortage is so bad that this is what a typical petrol station looks like in Russia right now. https://t.co/zCYzWfwIQq Did Trump read my post?

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1/3 Below is our latest podcast; this week's topic was commodities. Diesel is an important part of the commodity story. short 🧵
biancoresearch ↗

⚡️⚡️ Two oil refineries hit. Damage to the Saratov Oil Refinery confirmed During the night of 13th September 2026, units of the Defence Forces of Ukraine struck the Slavyansky Oil Refinery in Slavyansk-on-Kuban, Krasnodar Krai, russian federation. A fire was reported at the facility. ℹ️ Background. The Slavyansky Oil Refinery, operated by Slavyansk ECO LLC, is one of the largest independent oil refineries in southern russia. It has an annual refining capacity of approximately 5.2 million tonnes of crude oil and produces motor petrol, naphtha, fuel oil, vacuum gas oil and aviation kerosene. The refinery is involved in supplying the needs of the russian armed forces. ⚡️ The Taneco Oil Refinery in Nizhnekamsk, Republic of Tatarstan, was also hit. One of the storage tanks caught fire. ⚡️ In Millerovo, Rostov region, russian federation, a site used by the enemy for the storage, preparation and launch of attack UAVs was hit. ⚡️ Following an analysis of additional data, it was established that, on 11th September 2026, the ELZU-AVT-6 primary crude oil distillation unit and a section of the main oil pipeline at the Saratov Oil Refinery in Saratov, russian federation, were damaged. Operations against key enemy military targets are ongoing. To be continued! 💥 Glory to Ukraine! 🇺🇦
GeneralStaffUA ↗

US President Donald Trump tells Ukrainian leaders to stop targeting Russian oil refineries. “Mr. Zelenskyy has to do one thing: He has to stop knocking out diesel fuel in Russia,” Trump said. “Let him go after targets — but not diesel, because he’s causing a shortage of diesel”
JavierBlas ↗

Russia’s oil-processing is being degraded as sanctions prevent the refining industry from recovering from more intense and precise Ukrainian drone strikes, according to the IEA https://t.co/hqxKfSdrwv
business ↗