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无人机呼啸而过,俄炼油厂相继燃起火光,俄罗斯柴油出口跌冰点
Sou Hu Cai Jing·2025-10-02 03:48

Core Viewpoint - The recent fuel crisis in Russia, characterized by long queues at gas stations and rising fuel prices, is primarily a result of Ukraine's drone attacks on key oil refining facilities, exposing vulnerabilities in Russia's energy infrastructure [1][3][5]. Group 1: Impact on Oil Refining Infrastructure - Over the past month, queues have reappeared at gas stations across Russia due to a sharp increase in fuel prices and the implementation of fuel purchase limits in several cities [1][5]. - Ukraine's drone strikes have targeted not only refineries but also oil storage facilities, pipelines, and critical pumping stations, significantly damaging Russia's refining capabilities [1][3][5]. - Out of 38 oil refineries in Russia, 16 have been damaged to varying degrees, with some completely shut down, leading to a substantial reduction in refining capacity [10][19]. Group 2: Fuel Supply and Market Response - The refining network has suffered severe damage, resulting in a nearly 20% decrease in daily refining output and a 10% drop in gasoline production [19][20]. - More than 300 gas stations have closed, and many remaining stations are implementing fuel rationing, limiting supply to 10 to 20 liters per vehicle [22][23]. - The situation is particularly dire in Crimea, where about half of the gas stations have ceased gasoline sales, leading to long queues and increased public anxiety [24][26]. Group 3: Price Fluctuations and Export Challenges - Average gasoline prices in Russia have surged by 40% to 50% this year, significantly increasing the cost of living for residents [27][28]. - Russia's diesel exports have plummeted, with daily refining capacity losses exceeding one million barrels, impacting global diesel supply [30][32]. - If the current trend continues, Russian diesel exports are projected to hit their lowest level since 2020 by September 2024, prompting countries that relied on Russian diesel to seek alternative sources [33][34]. Group 4: International Reactions and Future Outlook - The energy turmoil triggered by drone attacks is complicating the already intricate international landscape, with Russian officials acknowledging the severe challenges ahead for energy security and infrastructure repair [39][41]. - The U.S. and EU are taking steps to reduce reliance on Russian energy, with proposals for additional tariffs on countries importing Russian energy and plans to phase out Russian natural gas imports by the end of 2026 [43][44]. - Ukraine is ramping up its production of new long-range drones and plans to intensify attacks on Russian energy facilities, indicating a shift in the conflict dynamics [47][48].