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Frequent incidences of refinery blazes have become almost commonplace in Russia.
Frequent incidences of refinery blazes have become almost commonplace in Russia.

Ukraine's Strategic Dismantlement of Putin's Oil Sector

Ukraine's current situation in its ongoing conflict with Russia isn't particularly promising. Yet, Ukrainian troops have managed to inflict substantial damage on their adversary, primarily by targeting Russian refineries with long-range drones. These relentless attacks have resulted in numerous refineries and fuel depots going up in flames, causing widespread chaos in Russia's energy sector.

The Ukrainian army's strategy is multifaceted. They aim to hinder the Russian army's fuel supply and, in turn, put pressure on Kremlin leader Vladimir Putin's war chest by increasing fuel prices within Russia. Kyiv's drone warfare has been successful, leaving several major Russian refineries temporarily disabled and causing significant financial losses.

These drone attacks have taken an unprecedented toll on Russia. Facilities deep within the country have been hit, including one of the largest refineries in Rjasan, forced to halt operations due to severe damages. Another critical hub, Kstovo near Nizhny Novgorod, bore the brunt of Ukraine's unexpected attacks, affecting five percent of the country's total oil production.

Russian energy experts believe that Ukraine would need to destroy 30 to 50 percent of Russian refineries for lasting damage, but the frequency of successful attacks has increased. The target area extends to St. Petersburg, where a pump station was attacked, affecting oil exports through the Baltic port of Ust-Luga.

Ukrainian drones have proven to be an effective weapon against Russia's energy infrastructure. They have forced companies to spend an increasingly large portion of their revenues on refinery repairs, leading to a staggering decreased capacity of more than 12 percent, according to Reuters analysis. Furthermore, experts predict a 20 to 30 percent increase in gasoline prices in Russia in the coming year, reflecting the gravity of the situation.

While Russia has deployed modern air defense systems like the "Pantsir" in an attempt to counteract Ukrainian drones, the defense systems have only proven effective against individual targets, not an entire swarm. Russian military bloggers are expressing their frustrations over the country's inability to adequately protect its refineries.

The duration of Ukraine's drone offensive ultimately depends on President Trump and Putin. Russian energy infrastructure is under siege, and the country's economy is suffering due to disrupted fuel supplies and financial losses. Ukraine has shown that it's a formidable adversary, capable of inflicting considerable damage with its innovative approach to warfare.

Expecting further fuel supply disruptions, Russia may struggle to reclaim its energy sector's stability. The attack on Ukraine's strategy to target Russian fuel depots and refineries has resulted in significant losses for Moscow, affecting several key facilities. Ukraine's drone attacks on vital energy infrastructure, such as the refinery in Rjasan and the hub in Kstovo, continue to impact Russian oil production.

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