乌克兰狂袭俄罗斯油脉，特朗普下令美军协助，克里米亚“限油”

Core Insights - Ukraine's recent strategy focuses on targeting Russian oil refineries, leading to nearly 40% of refining capacity being idle, significantly impacting the Russian economy [1][3]. Group 1: Impact on Russian Oil Industry - Approximately 40% of Russia's refining capacity is currently idle due to Ukrainian drone attacks, which are difficult to repair due to Western sanctions [3]. - The Russian fuel market is facing a monthly gasoline demand shortfall of about 20%, equating to a shortage of 400,000 tons out of a total monthly demand of 2 million tons [3]. - As a result of reduced gasoline production by around 20%, 1-2 out of every 50 gas stations in Russia have stopped selling gasoline, with severe restrictions in Crimea [3][6]. Group 2: Changes in Fuel Imports - Since July, Moscow has increased gasoline imports from ally Belarus by 36% compared to the same period last year, with September imports surging by 168% [4]. - The Russian Energy Minister Novak has proposed increasing gasoline purchases from Belarus and eliminating import tariffs on gasoline from China, South Korea, and Singapore [4]. Group 3: Government Response and Future Plans - The Russian government has extended the ban on gasoline and diesel exports until the end of the year, affecting at least 10 regions, particularly in Crimea [6]. - Ukrainian President Zelensky has indicated plans to ramp up the production of long-range drones to continue targeting Russian energy infrastructure, stating that the most effective sanction is to set Russian refineries ablaze [6]. - Former President Trump has authorized the Pentagon to assist Ukraine in using long-range missiles to strike deep within Russian territory, marking a significant escalation in support for Ukraine [8].