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产油大国爆发石油危机,乌克兰改变战术,俄罗斯10%炼油厂停产
Sou Hu Cai Jing·2025-08-24 04:04

Core Viewpoint - The ongoing military conflict between Ukraine and Russia has led to significant disruptions in Russia's oil supply, with Ukrainian forces targeting key energy infrastructure, resulting in a "oil crisis" within Russia [1][4]. Group 1: Impact on Russian Oil Supply - Ukrainian military has intensified attacks on Russian energy facilities, including oil refineries and power substations, causing severe disruptions in energy production [1][2]. - The new Shakhytsynsk refinery in Saratov Oblast, a major oil fuel supplier with a storage capacity of 210,000 cubic meters, was significantly damaged, leading to a loss of operational capability [1]. - As of now, 10% of Russian refineries are reported to be offline due to attacks or equipment failures, contributing to a rise in domestic fuel prices [4]. Group 2: Regional Energy Crisis - The attacks have led to gasoline shortages in multiple regions of Russia, with wholesale prices for 95-octane gasoline increasing by over 55% since the beginning of the year [4]. - The railway transport system in Voronezh has been severely disrupted following attacks on local substations, affecting fuel supply logistics [2]. - The energy crisis is exacerbated by seasonal fuel demand increases, with reports indicating a noticeable "oil crisis" in both Russia and parts of Ukraine under Russian control [4]. Group 3: Broader Implications - The situation highlights the effectiveness of Ukrainian military tactics against Russian energy infrastructure, raising concerns about the sustainability of Russia's energy supply in the face of ongoing conflict [4]. - Despite the severity of the situation, military analysts suggest that a complete collapse of Russia's energy system is not imminent, with expectations of a price stabilization by September [4].