乌克兰无人机摧毁俄罗斯38%炼油产能，普京想从中国紧急进口汽油

Core Insights - As of the end of September, approximately 38% of Russia's refining capacity, equating to about 338,000 barrels of crude oil per day, has been forced to shut down due to ongoing issues [3] - In August, Russia's gasoline and diesel production plummeted by 6%, with a further dramatic decline of 18% in September [3] - The primary cause of these production issues is the continuous drone attacks by Ukraine on critical facilities within Russia's energy sector [3] Group 1 - Over 20 regions in Russia are currently facing shortages of gasoline and diesel, with the most severe shortages reported in the Far East and Crimea, where some gas stations have begun to limit fuel supplies [3] - The Russian government has implemented emergency measures to address the gasoline shortage, including a ban on gasoline exports and the temporary removal of tariffs on gasoline and diesel imports from the Eurasian Economic Union [4] - A notable initiative by the Russian government is the plan to import large quantities of gasoline from China and other Asian countries to compensate for domestic shortfalls [4] Group 2 - The Russian government is preparing to facilitate tax-free imports of gasoline from China, South Korea, and Singapore through specific channels in the Far East, along with providing subsidies to importers [4] - There are considerations to increase imports from Belarus and potentially lift a ban on the use of a chemical additive known as mono-methylamine (MMA), which has been linked to cancer, to boost gasoline production [4] - The ongoing pressures on Russia's energy sector are expected to exacerbate economic risks, particularly as reliance on China deepens amid increasing Ukrainian counteroffensives [4]