乌克兰猛袭俄罗斯油脉，特朗普立即下令美军协助，克里米亚限油

Core Insights - Russia, an energy-exporting nation, is facing a significant fuel supply crisis due to attacks on its oil refineries, leading to a loss of nearly 40% of its refining capacity, which is critical for its economy [1][5] - The Russian government is increasing oil imports from Belarus and considering waiving tariffs on gasoline from China, South Korea, and Singapore to mitigate the supply shortage [3][5] - Ukraine is strategically targeting Russian energy facilities to disrupt funding for military operations, indicating a shift in the conflict dynamics [5][7] Group 1: Impact on Oil Supply - Attacks on Russian refineries have resulted in approximately 40% of refining capacity being non-operational, severely impacting domestic fuel availability [1] - The monthly gasoline demand in Russia is around 2 million tons, with a current shortfall of approximately 400,000 tons, leading to closures of 1-2 gas stations out of every 50 [1][3] - In Crimea, fuel restrictions have been implemented, limiting vehicles to a maximum of 5 gallons (approximately 19 liters) [3] Group 2: Government Response - The Russian government is increasing oil imports from Belarus, with a reported 36% increase since July and a 168% month-on-month rise in September [3] - Plans to enhance the use of alternative fuel sources, including ethanol and other chemicals, are being considered to maximize fuel availability [3] - Export bans on gasoline and diesel have been extended until the end of the year, further tightening the logistics chain [3] Group 3: Strategic Military Implications - Ukraine is focusing on increasing the production of long-range drones to target Russian energy facilities, which are seen as critical to undermining Russia's military funding [5] - The U.S. has escalated its support by providing Ukraine with detailed coordinates for targeting Russian energy infrastructure, marking a significant shift in military assistance [7] - This strategic targeting of energy resources may pose a more significant challenge for Russia than direct military confrontations [7]