Russia's seaborne exports of refined oil products rose to a three-month high in September, but the growth came from cheaper fuel oil and naphtha as diesel shipments fell to their lowest in more than a decade, Bloomberg reported, citing Vortexa data. Russia kept diesel at home after Ukrainian refinery strikes and paid oil companies to supply its pumps, while high crude prices lifted its crude export earnings.

During the ongoing deep-strike campaign, Ukraine's long-range drones have knocked out more than half of Russia's oil refining capacity, Kyiv says, and Russia's budget oil revenues are falling even as it raises war spending. High global crude prices are softening that blow.

Cheaper fuel out

Total seaborne product exports reached about 1.17 million barrels a day in September. Fuel oil shipments rose 6% to about 613,000 barrels a day, the highest since April. Naphtha, a feedstock for petrochemicals, jumped 35% to 363,000 barrels a day. Exports of refinery feedstocks, including vacuum gasoil, rose to about 32,000 barrels a day, according to Bloomberg.

The trade has moved north. Almost 80% of fuel oil cargoes left from Baltic ports, and naphtha loadings there rose almost 50% as Ukrainian attacks disrupted Black Sea infrastructure. In September, Ukraine reported hitting an oil terminal in Novorossiysk, Russia's main Black Sea oil port—one in a string of attacks on Russia's Black Sea ports and oil sites.

Diesel kept at home

Diesel and gasoil exports fell 28% to 144,000 barrels a day, the lowest monthly volume in Vortexa data going back more than a decade. Russia has restricted diesel exports to protect domestic supply after Ukrainian attacks on its refineries. Drones kept hitting them into October, from a Lukoil refinery in Volgograd to Gazprom's Salavat complex in Bashkortostan.

In September, Russia paid oil companies the biggest subsidy in more than four years to keep road fuel on the domestic market. It also imported about 350,000 tonnes of motor fuel by sea, mostly gasoline from India, Morocco, and Türkiye, Reuters calculations showed. Officials are considering letting some producers resume diesel exports in October to avoid overstocking, according to Interfax.

The diesel squeeze has reached the White House. US President Donald Trump stated on 30 September that diesel was hurt "not by the Middle East, but by what's going on in Russia, because those diesel refineries are being knocked out at a pretty alarming rate."

Crude carries the revenue

Russia's crude exports reached about 3.99 million barrels a day in the week to 27 September, and the estimated value of its seaborne crude shipments neared its highest since the full-scale invasion began, Bloomberg reported. Brent crude traded at about $102.60 a barrel on 9 October, according to Trading Economics data.

Drones struck a plant making fuel components for Russia's Kh-101 cruise missiles and a second Yandex data center overnight on 9 October, Russian officials and monitoring channels reported. The same night, fires were reported at a refinery in Russia's far north and an oil depot near Belgorod. Russia claimed it downed more than 500 drones, and Ukraine has not claimed any of the strikes.

Ukraine has spent months hitting refineries and arms suppliers deep inside Russia. Russia, meanwhile, keeps firing Kh-101 cruise missiles at Ukrainian cities, including the one that killed 22 people in Pryluky on 7 October.

The plant behind the Kh-101's fuel

The Redkino Experimental Plant in Tver Oblast came under attack overnight, Ukrainian monitoring channel Exilenova+ reported. It said the plant makes components of Decilin-M, a fuel for Kh-55 and Kh-101 cruise missiles, as well as additives for diesel and aviation kerosene.

Tver Oblast Governor Vitaly Korolev claimed a plant in Redkino caught fire as a drone attack was being repelled. He did not name the plant. No workers were hurt, he said.

The plant also makes ferrocene derivatives, which serve as burn catalysts in solid-fuel rocket motors, Militarnyi reported. The UK sanctioned it in September 2025. Drones attacked it in September 2023 and twice in one night in June 2024, the outlet said.

In February, drones of the Security Service of Ukraine's (SBU) Alpha unit struck the plant, sparking a large fire, SBU sources told Kyiv Post. The Kh-101 is the missile Russia used against Pryluky on 7 October, Ukrainian President Volodymyr Zelenskyy said.

Yandex loses a second data center

Part of Yandex's data center in Kaluga was damaged in the drone attack, and several modules were completely knocked out, the company's press service told Interfax, Russian newspaper Kommersant reported. Some Yandex services may run with interruptions, no one was hurt, and the company is still assessing the damage, Yandex said.

Kaluga Oblast Governor Vladislav Shapsha claimed nine people were injured in the overnight attack on the region. A day earlier, a drone attack forced Yandex to fully shut its data center in Sasovo, Ryazan Oblast.

A refinery in the north, a depot near Belgorod

Locals reported an attack on the Ukhta refinery in the Komi Republic, followed by a fire, Exilenova+ said. The Lukoil-owned plant can process about 4.2 million metric tons of oil a year, making gasoline, diesel, fuel oil, and vacuum gasoil. The extent of the damage is unclear.

An oil depot north of Belgorod was also burning after the night's attack, the channel posted. Belgorod's regional headquarters claimed two people were killed and four injured, including a child, in the Belgorod district.

A large fire also broke out in Pushkino near Moscow, likely at a truck parking lot, Astra reported. The cause is unknown.

Repeated strikes on Redkino target a specialty fuel that Russia's cruise missiles depend on, while two Yandex data centers hit in two nights bring the war to services ordinary Russians use every day.

Russia has shown a drone interceptor built on the Alazan, a civilian anti-hail rocket, Militarnyi reported. The sample went on display at a weapons exhibition that Russian dictator Vladimir Putin toured at the Chebarkul training range in the Urals on 2 October.

Ukraine now sends drones at Russia by the hundreds, by Moscow's own count. Russia's Defense Ministry claimed its air defenses intercepted nearly 900 overnight into 6 October. Russia's missile-based air defense was built to repel aircraft raids and a few cruise missiles, not swarms of low-flying drones.

In May, Ukrainian intelligence said Russia was adding four regiments, 24 battalions, and 162 batteries to counter Ukrainian strike drones. The converted Alazan, which Militarnyi calls an anti-drone system, is one more piece of that search. Meanwhile, the commander of Ukraine's Unmanned Systems Forces, Robert Brovdi, said his forces struck 300 Russian air-defense assets between January and 19 September.

From hail reagent to shrapnel

Based on the size of the sample on display, the interceptor builds on the Alazan-2M or Alazan-6 series, Militarnyi assessed. The outlet put the stated cost at up to $12,000 per unit but did not say who named the figure. In civilian service, the rocket flies about 10 km, climbs up to 8 km, and carries about 0.5 kg of reagent. For air defense, the developers plan to replace that reagent with a fragmentation warhead.

Militarnyi's analysis of the published photos describes the front end as a steering assembly: four cruciform deflector fins, probably paired with a seeker or a fuze. At the rear sit folding stabilizers and the open nozzle of a solid-fuel motor, held in a metal cradle.

One sample among 300 exhibits

The Kremlin's account of the visit lists more than 300 weapons on display, including interceptor drones, but does not mention the rocket. Propaganda channel Russia 1 aired the interceptor in its report from the visit, and the Kremlin pool of state news agency RIA posted photos.

Israeli forces continued attacks across Gaza Strip Tuesday, killing and and wounding others in airstrikes and gunfire, while another Palestinian succumbed to wounds sustained in an attack the previous day

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A large fire has broken out at the Volodarskaya petroleum-products station outside Moscow following an extensive overnight drone attack. The facility occupies an important position in the pipeline network supplying petrol, diesel and aviation fuel to the Russian capital and its principal airports.

A major fire was reported at the Volodarskaya linear production and dispatch station in Moscow region early on Tuesday, bringing Ukraine’s campaign against Russian fuel infrastructure to another important point in the capital’s supply network.

Footage published from the area around Konstantinovo showed a substantial blaze at the facility, with reports from local residents that storage tanks were burning. The material identified the site as the Volodarskaya station, operated by Transneft-Upper Volga and connected to the petroleum-products network serving the Moscow region.

The extent of the damage was not immediately clear. There had been no detailed assessment from Transneft by Tuesday morning establishing whether pumping equipment, pipelines or only storage facilities had been affected. This distinction will determine whether the attack produces a temporary disruption or a more significant problem for Moscow’s fuel distribution system.

The strike formed part of a large overnight drone attack on Moscow and surrounding districts. Moscow Mayor Sergei Sobyanin reported repeated interceptions of drones approaching the capital, while air-defence activity continued across Moscow region. Russian aviation authorities temporarily restricted operations at Vnukovo, Domodedovo, Sheremetyevo and Zhukovsky airports for flight-safety reasons.

There is no evidence at this stage that the airport restrictions resulted from fuel shortages. They were imposed during the drone attack itself. The longer-term significance of Volodarskaya lies instead in the station’s role within the pipeline and storage infrastructure serving the Russian capital.

A major link in Moscow’s fuel network

Volodarskaya is connected to Moscow’s ring petroleum-products pipeline, through which petrol, diesel and aviation kerosene can be moved between refineries, storage facilities and major consumers.

Its importance is documented by Transneft itself. In 2024, the company said it had returned a 32-kilometre petroleum-products pipeline between the Moscow refinery and Volodarskaya to operation as part of a project to increase fuel deliveries across Moscow region.

According to the company’s figures, the project allowed aviation-fuel deliveries to Moscow’s airports to rise almost twofold, to as much as three million tonnes a year. Potential diesel deliveries to Moscow region consumers increased to 2.8 million tonnes annually, while petrol volumes reached 1.6 million tonnes. Transneft specifically identified Vnukovo, Domodedovo and Sheremetyevo as airports supplied through the expanded system.

Transneft has also expanded storage at Volodarskaya. The company previously said it had commissioned additional petroleum-product tanks at the station to support fuel supplies to Moscow and aviation-fuel transportation to the capital’s airports.

Those figures do not mean that every litre of fuel consumed by Moscow depends on Volodarskaya. Russia can move petroleum products by rail and road, and the Moscow region has other storage and distribution facilities. But replacing pipeline volumes on the scale handled by the Moscow system would place additional demands on those alternatives, particularly if disruption were prolonged.

The attack also follows repeated Ukrainian strikes against refining infrastructure supplying European Russia. On 20 September, EU Today reported that a mass drone attack had hit the Moscow Oil Refinery at Kapotnya, one of the main fuel-processing plants serving the capital. The strike reportedly affected its ELOU-AVT-6 primary processing unit, increasing pressure on a refinery that had already been targeted earlier in the year.

The broader campaign has moved beyond individual refineries. Ukraine has increasingly targeted different stages of Russia’s energy system, including storage depots, pumping infrastructure, ports and export terminals. Earlier attacks on the Omsk refinery and Baltic export infrastructure illustrated Kyiv’s effort to put pressure on both domestic fuel processing and the logistics through which Russian oil reaches international markets.

That approach is intended to force Russia to repair several parts of the system simultaneously rather than simply compensate for the temporary loss of production at one refinery. EU Today has previously examined how sustained strikes can put physical pressure on Russia’s oil economy where sanctions alone have limits.

President Volodymyr Zelenskyy said on 3 October that Ukraine intended to intensify attacks on Russian oil refineries in response to Moscow’s continuing strikes against Ukrainian cities, while maintaining that Ukrainian operations would not deliberately target civilians.

Volodarskaya adds another element to that campaign. A refinery converts crude oil into usable fuels; a pumping and storage station determines how those products reach consumers. Damaging one without the other may create disruption that can be bypassed. Sustained damage to both processing and distribution infrastructure is more difficult to compensate for.

Much therefore depends on what happened inside Volodarskaya overnight. If the damage is confined to several storage tanks, the Moscow fuel network may be able to absorb the loss. Damage to pumping installations or pipeline connections would have wider consequences, particularly if the facility is attacked repeatedly.

The strike nevertheless demonstrates that a fuel installation closely connected to Moscow’s aviation and transport system can be reached despite the dense air-defence network surrounding the capital. The scale of its effect will become clearer once satellite imagery and operational information show which parts of the Volodarskaya complex were actually damaged.