Reuters: Russia's gasoline production after Ukrainian drone attacks… (бензин · россия · тыс)
Reuters: Russia's gasoline production after Ukrainian drone attacks on refineries covers only 65% of seasonal demand. Gasoline production in Russia has dropped to approximately 65% of the seasonal consumption level following strikes by Ukrainian drones at major oil refineries, Reuters reported citing two industry sources.
Consensus
- Gasoline production in Russia has decreased to approximately 65% of seasonal demand following Ukrainian drone attacks on major oil refineries.
- The daily gasoline demand in Russia during peak summer months reaches 115-120 thousand tons.
- At least nine Russian oil refineries were undergoing unplanned maintenance as of July 9, affecting barge supply and market trading.
- Sales of gasoline (AИ-92 and AИ-95) on the St. Petersburg Exchange fell to a historical minimum of 8.1 thousand tons on July 8.
- The situation may improve by late July if no new attacks occur and import volumes continue rising.
- Russia has increased fuel imports from Belarus and India, with daily deliveries from Belarus reaching up to 6 thousand tons.
- Export restrictions are in place: a full ban on gasoline exports until the end of July, and an embargo on aviation kerosene until November.
Points of divergence
- The current production deficit is about 40-45 thousand tons per day, equivalent to roughly 35% of required volume. — tg_astrapress
- Trading on the St. Petersburg Exchange has been affected by government plans to limit intermediaries' participation and transition independent refineries to direct contracts with oil companies. — vesti
- The decline in sales is linked both to regulatory changes and refinery maintenance issues. — kommersant
- The St. Petersburg Exchange introduced a 0.01% price step limit for Belarusian gasoline and diesel, while allowing a 20% downward price adjustment. — interfax
Coverage (12 sources)
- Reuters: Russian gasoline production after Ukrainian attacks on refineries covers only 65% of seasonal demand — ASTRA
- Russia's gasoline production has fallen to 65% of required levels — Дождь
- Russia's gasoline production has fallen to 65% of required levels — Дождь (Telegram)
- Gasoline sales on St. Petersburg exchange drop to historical minimum — Вести
- Gasoline sales on the Russian exchange hit historical lows — Дождь
- Gasoline sales on the Russian exchange drop to historical minimum — Дождь (Telegram)
- Gasoline sales on the exchange fell to a historical minimum — Коммерсантъ
- Sales volumes of Belarusian gasoline on the exchange have significantly decreased — Вести
- Sales of Belarusian gasoline on St. Petersburg Exchange auctions dropped by tens of times — Дождь
- Sales of Belarusian gasoline on St. Petersburg Exchange auctions dropped by tens of times — refineries sold almost all July batches — Дождь (Telegram)
- Sales of Belarusian gasoline on the St. Petersburg exchange dropped by tens of times — Коммерсантъ
- St. Petersburg Exchange Limits Price Increase for Belarusian Oil Products to 0.01% — Интерфакс