Ukrainian forces hit 12 large Russian refineries in September, Ukraine’s Ministry of Defense said, according to ArmyInform on 12 October. The farthest on the ministry’s list, Lukoil’s refinery in Perm, lies about 1,500 kilometers from Ukraine’s border. Since Trump's 11 October announcement, Euromaidan Press has found no reports of new Ukrainian refinery strikes in the official and unofficial Ukrainian and Russian sources it monitors.

A refinery-for-refinery pause would limit Ukraine’s ability to disrupt Russia’s oil industry while leaving Moscow free to keep attacking Ukraine’s energy system, giving Russia an advantage in a war where both sides use energy infrastructure as a target. The issue has become urgent since Trump announced an “energy ceasefire” on 11 October, after which Ukraine reported holding off strikes on Russian energy facilities while Zelenskyy said Russia attacked several Ukrainian energy sites.

The campaign continued into October. Ukraine’s General Staff said Ukrainian forces struck the Samara oil pumping station overnight into 10 October, the third attack on the station that month, according to Radio Svoboda.

Ukraine held off, Russia hit six energy sites

Zelenskyy said Ukraine had refrained from striking Russian energy facilities overnight on 11–12 October following Trump's announcement. Monitoring channels and official Russian sources did not report any new refinery strikes on 13 October.

“Last night, we did not attack any energy facilities on the territory of Russia because President Trump said that there would be an energy ceasefire,” Ukrainian President Volodymyr Zelenskyy said.

He added that Ukraine does not announce its next operational steps. Zelenskyy said Russia attacked six Ukrainian energy facilities on 12 October alone, according to Radio Svoboda.

Refineries first, power plants possibly later

A White House official told Axios that the proposal would begin with both sides halting attacks on oil refineries, with a possible agreement covering power plants to follow. Axios reported that Russia had not accepted a ceasefire.

The Institute for the Study of War (ISW) said the proposal, as described, would give Russia a major concession without offering Ukraine anything in return: Russia has scores of operating refineries, while Ukraine has one. ISW also said the proposal would allow Russia to continue its winter strikes on Ukrainian power stations.

US President Donald Trump’s envoys told Kyiv that letting Russia sell diesel could draw Moscow back to peace talks, Reuters reported. In the same meeting, they said Russia’s leader was not ready to negotiate. Since then, Moscow has offered nothing in return, and Trump has brushed off claims that Russia helps Iran.

Washington is pressing Ukraine to stop striking Russian refineries and offering Moscow economic incentives to return to peace talks, even though Russia has made no commitment in return. Yesterday, Russian ballistic missiles hit Kyiv before air raid sirens sounded, amid disputed warnings that the US could cut intelligence support. Meanwhile, Ukraine is being asked to halt its long-range campaign against the oil infrastructure that fuels and finances Russia's war.

The pitch: a diesel deal as a signal to Moscow

Trump’s Middle East envoy Steve Witkoff and Trump’s son-in-law Jared Kushner met the Ukrainian delegation in Miami on 9 October. They described Russian President Vladimir Putin as unprepared to negotiate but said the diesel deal could help restart three-way talks, two of the sources said.

The third source said the deal could “soften” Moscow because it “sends a signal that Trump is open to do things” with Russia. One of the sources described the plan:

“The idea was that the US could go back to Russia and say ‘See, the Ukrainians stopped striking and we gave you this deal. Now it’s your turn to do something.’”

Ukraine’s part was to stop hitting Russian refineries. Kushner repeated Trump’s request at the meeting, noting the administration had made it several times, two sources said.

Kyiv was asked to hold its fire on Russian oil

The Ukrainians agreed to nothing formally, Reuters’ sources said. They signaled they would accept an energy ceasefire if Russia did the same, but saw the US approach as an attempt to appease Russia with business deals.

Two days later, Trump declared an energy ceasefire, and Ukrainian President Volodymyr Zelenskyy said Ukraine was ready if Russia reciprocated. Euromaidan Press has monitored official and unofficial Ukrainian and Russian sources and found no reports of new Ukrainian strikes on Russian refineries after Trump’s announcement. One of the last, on the night of the diesel announcement, knocked out more than half the tanks at a fuel-export terminal in Rostov-on-Don.

Three sources told Reuters the envoys did not threaten to cut US support over the refinery strikes. A Ukrainian official told Axios, however, that the envoys warned Trump could cut Ukraine off from US intelligence, which a US official denied. US officials are also believed to have told European allies that Trump would halt PURL, the NATO scheme for Europe-funded US weapons for Ukraine, unless the strikes stopped, according to FT.

What Moscow has offered in return

A person close to the Kremlin told Reuters that Putin would return to the table only when he gets “the remaining 11% of Donbas.” Ukraine refuses to cede more land. During the 9 October call that produced the deal, Putin declined to commit to resuming talks, his aide Yuri Ushakov told reporters, Axios reported.

Moscow has not confirmed the energy ceasefire either. Trump insisted on 12 October that the sides had agreed “because I said they agreed,” RFE/RL reported. On the evening of 12 October, Russian munitions collapsed an apartment stairwell in Kharkiv, killing four people. Russian Deputy Prime Minister Aleksandr Novak, meanwhile, claimed diesel exports could reach 3.0–3.5 million tons a month by year-end, above the volumes Trump announced.

“Too much to lose”: Trump on Russia and Iran

Late on 12 October, Trump wrote on Truth Social that he did not believe Russia and China were helping Iran, since they have “too much to lose.” In March, he told Fox News that Putin “might be helping them a little bit.” Asked about Russia’s possible support for Iran, Treasury Secretary Scott Bessent told Fox News on 2 September that his message to everyone was to “stay away.” That month, a Financial Times investigation found Russia secretly helping Iran develop supersonic cruise missiles that could threaten US warships.

Ukrainian drones have helped push Russia into its worst fuel crisis since the Soviet Union fell, The Washington Post (WaPo) reported on 11 October.

Diesel is where this war reaches American drivers. US President Donald Trump blames rising diesel prices mostly on Russia’s war in Ukraine, while experts blame mainly the US war with Iran. Some of his allies now accuse Kyiv of trying to sway the US midterms.

Drones go for the first stage of refining

The Washington Post looked at dozens of strikes between 1 April and 31 August. Three refinery experts then examined satellite images of 54 strikes with visible damage. In over half, the damage seems to be to the desalting and distillation units, known by the Russian acronym ELOU-AVT. These units clean the crude of water and salt, then split it into separate compounds, the first steps toward gasoline and diesel. More than a third appear to have hit secondary units, which turn those compounds into jet fuel, gasoline, and liquefied petroleum gas.

From April through August, drones struck two-thirds or more of the 36 big Russian refineries that S&P Global Energy tracks, a strike every third day. Some took as many as five hits. On 16 June, drones set the Moscow refinery’s distillation towers on fire. That strike and a second one days later kept the plant offline into September, WaPo reported, citing data firm Kpler. Ukraine targeted the refinery again on 20 September.

“We don’t need to hit the entire plant,” a Ukrainian drone battalion commander with the call sign Tango told The Washington Post. Ukraine knows where to strike so that a refinery stops and stays down, he said. His unit, Ukraine’s 1st Separate Center of Unmanned Systems, runs long-range strikes deep inside Russia.

Sanctions slow the repairs

The EU banned exports of oil-refining equipment to Russia the day after the 2022 invasion, and the US followed days later. WaPo reported that the bans cover the distillation and secondary processing units Ukraine keeps hitting. The bans make spare parts hard to get, Alexander Kolyandr of Eurasia Group told the paper, and the strikes come faster than repairs.

Since last year, Ukraine has doubled the size of each wave, decoys included, a person involved in the strike campaign told WaPo. The decoys are unarmed and draw Russian fire, wasting air-defense ammunition, WaPo explained. Without them, the person said, Ukraine would simply lose expensive systems. András Rácz of the German Council on Foreign Relations told WaPo that even if only 2–3% of drones get through, the damage is significant.

Washington’s proposed energy ceasefire could force Ukraine to abandon one of its most effective means of economic pressure against Russia without securing equivalent concessions from Moscow. Donald Trump’s parallel agreement with Vladimir Putin over Russian diesel raises further questions about whether American energy priorities are beginning to dictate the terms of negotiations over Ukraine.

President Volodymyr Zelenskyy has placed an important qualification on Donald Trump’s proposed energy ceasefire: Ukraine will stop attacking Russian energy facilities only if Moscow stops targeting Ukraine’s electricity generation and distribution infrastructure. Speaking at the Warsaw Security Forum on Monday, 12 October, Zelenskyy confirmed Kyiv’s willingness to accept a reciprocal arrangement while pointing out that Russian attacks had continued after the American president announced that a ceasefire was already in effect.

The sequence of events has exposed a fundamental weakness in Washington’s initiative. On 11 October, Trump announced an immediate energy ceasefire, declaring that Russia and Ukraine had both agreed to suspend attacks on energy infrastructure. Yet Kyiv had not received the agreement’s terms, Moscow had offered no public confirmation, and Russian drones continued striking Ukrainian power facilities, including a combined heat and power plant in Kharkiv.

Zelenskyy’s response was deliberately restrained. Rather than reject Trump’s initiative, he welcomed the possibility of an agreement while insisting that Russia demonstrate its acceptance through its actions. His remarks also exposed the difference between announcing a diplomatic understanding and establishing an enforceable military arrangement.

An unequal exchange

The apparent symmetry of an agreement prohibiting attacks on energy facilities disguises substantial differences between the two countries.

Russia retains an extensive oil-refining industry, producing fuels for domestic consumption, military operations and export. Ukrainian drone attacks on refineries have consequently become an instrument of economic warfare, disrupting production, increasing operating costs and forcing Moscow to divert resources towards protecting strategically important industrial installations.

Ukraine occupies a different position. Its major oil-refining capacity was devastated early in the full-scale invasion, including the Kremenchuk refinery. Russia’s present campaign is concentrated heavily on electricity generation, substations, heating systems and other installations essential to maintaining civilian life and economic activity.

An agreement narrowly focused on oil refineries would therefore protect an important Russian asset while offering Ukraine comparatively little protection. A comprehensive energy ceasefire could be reciprocal, but only if it explicitly covered the infrastructure each side actually possesses and attacks.

Zelenskyy’s insistence on equivalent obligations is consequently more than a negotiating formula. It seeks to prevent Washington from treating attacks on Russian fuel production and the destruction of Ukraine’s electricity and heating networks as interchangeable military activities without examining their respective consequences.

The distinction becomes particularly consequential with winter approaching. A Ukrainian suspension of attacks on Russian refineries could allow Moscow to restore production and rebuild damaged facilities. Unless Russia simultaneously halted attacks on Ukrainian energy infrastructure, Kyiv would surrender an important means of pressure while remaining exposed to further disruption of electricity and heating supplies.

The American pressure campaign

The concern in Kyiv is no longer confined to the proposed ceasefire’s wording. European officials have disclosed that Washington is threatening to restrict military assistance and intelligence sharing unless Ukraine suspends its strikes against Russian refineries.

According to accounts of the American pressure campaign, the threatened measures include suspending the Prioritised Ukraine Requirements List (PURL), the NATO-coordinated mechanism through which European countries finance purchases of American weapons for Ukraine. Reuters was unable to independently verify the reported threats, and the White House had not responded publicly.

If implemented, such restrictions would establish a direct connection between Ukraine’s willingness to accommodate Washington’s energy priorities and its access to essential military support.

This creates an imbalance in the negotiations. Moscow could continue military operations while Kyiv faced the possibility of losing American assistance for refusing an agreement whose Russian obligations remain undefined.

The diesel agreement and its political significance

The ceasefire proposal also needs to be examined alongside Trump’s separate agreement with Putin, announced on 9 October, to increase Russian diesel supplies.

Trump stated that Russia would initially release more than 300,000 tonnes of diesel, followed by another 500,000 tonnes in November and one million tonnes thereafter. Further supplies were envisaged, depending on Russia’s refining capacity.

The US Treasury subsequently issued General Licence 135, authorising transactions involving Russian-origin diesel that would otherwise face sanctions restrictions.

The initial volumes are unlikely to transform international diesel markets. Nevertheless, the agreement gives Washington a commercial interest in maintaining Russian refinery output at precisely the moment Ukrainian attacks are disrupting it.

Trump has an evident domestic incentive to seek lower fuel prices before the American congressional elections on 3 November. Putin, meanwhile, has an interest in preserving Russia’s refining capacity and reopening sanctioned markets.

These interests need not prove the existence of a coordinated political strategy against Kyiv. They do, however, create conditions in which American economic priorities and Russian military objectives could converge.

The possibility becomes more significant when considered alongside Trump’s public criticism of Zelenskyy and his suggestion that Ukraine requires different leadership.

The risk of a diplomatic trap

The most consequential scenario is one in which Washington demands immediate Ukrainian compliance while leaving Russia’s obligations subject to subsequent negotiation.

If Kyiv suspends refinery attacks without obtaining verifiable Russian commitments, Moscow gains relief from a costly Ukrainian campaign. If Kyiv refuses, Washington could present that refusal as an obstacle to peace and use it to justify restrictions on military assistance.

This is a possible negotiating outcome, not an established secret agreement between Trump and Putin. There is no publicly verified evidence that the two presidents arranged the ceasefire specifically to force Ukraine into such a position.

Nevertheless, the combination of the diesel agreement, American pressure over refinery strikes and the premature announcement of a ceasefire creates a credible risk that Ukraine could be required to make concessions before Russia demonstrates any corresponding restraint.

The implications extend beyond Ukraine. European governments financing American weapons through PURL would find their own assistance programmes vulnerable to Washington’s decisions over an energy arrangement negotiated separately with Moscow.

For Brussels, the immediate question is therefore whether European military support can remain dependable if American commercial interests increasingly influence the conditions attached to supplying Ukraine.

Kyiv’s remaining leverage

Ukraine’s attacks on Russian refineries cannot by themselves compel Moscow to end the war. They can, however, impose material economic costs and complicate Russia’s ability to maintain fuel production, exports and military logistics.

Abandoning those attacks without an enforceable agreement would remove pressure from Moscow without ensuring that Ukrainian civilians receive any corresponding protection.

Zelenskyy’s position preserves an alternative: simultaneous, reciprocal restrictions covering electricity generation, heating installations, oil refineries and other specified energy infrastructure, supported by clear verification procedures and consequences for violations.

Whether Washington is prepared to enforce such an arrangement against Russia remains unanswered.

The central danger for Kyiv is not an energy ceasefire itself. It is an arrangement in which Ukraine’s obligations are immediate and enforceable through the threat of lost American support, while Russia’s obligations remain uncertain.

Until that imbalance is resolved, Trump’s initiative risks delivering Moscow protection for its oil industry without securing protection for Ukraine’s energy system.

Within hours of Donald Trump announcing an immediate halt to Russian and Ukrainian attacks on energy infrastructure, Moscow struck a major power plant in Kharkiv. Kyiv has agreed to a reciprocal ceasefire, but Russia has yet to confirm its participation, leaving serious doubts over what Washington has actually secured.

President Donald Trump’s announcement of an immediate ceasefire covering Russian and Ukrainian energy infrastructure was overtaken by events on Sunday evening when Russian forces struck a major thermal power station in Kharkiv. President Volodymyr Zelenskyy confirmed Ukraine’s willingness to suspend attacks on Russian energy facilities, but said Moscow was continuing its bombardment even as Washington presented the arrangement as an accomplished diplomatic breakthrough.

The contradiction emerged within hours of Trump declaring that Russia and Ukraine had agreed to stop targeting each other’s energy infrastructure. Zelenskyy, responding in his evening address on 11 October, welcomed the proposal but reported that Russian attack drones remained active over Ukrainian territory and that Kharkiv’s CHP-5 thermal power station had just been struck.

The Ukrainian president made clear that Kyiv had not rejected the American initiative. Ukraine was prepared to refrain from attacking Russian energy installations and expected Moscow to accept the same restrictions. However, no corresponding commitment had been publicly confirmed by the Kremlin, and Washington had provided no explanation of how the supposed ceasefire would be implemented.

The timing was particularly significant because Ukraine had apparently not been informed that a binding agreement had been concluded. According to accounts of the announcement, Zelenskyy was unaware of Trump’s declaration before it became public, although he subsequently indicated his readiness to support the initiative.

His response therefore amounted to an acceptance of the proposed terms rather than confirmation that a negotiated ceasefire was already in force.

More than 200 attacks on Ukraine’s power network

The reported strike on Kharkiv came at the end of a particularly destructive week for Ukraine’s civilian infrastructure. Zelenskyy said Russian forces had carried out more than 200 attacks against electricity generation and transmission facilities over seven days, alongside 17 strikes targeting gas and oil installations.

He also reported that more than 150 Ukrainians had been killed and over 700 wounded during the week. These figures, supplied by the Ukrainian authorities, have not been independently verified.

The continuing bombardment places additional pressure on Ukraine’s power network as winter approaches. Thermal power stations and substations remain particularly vulnerable, while damage to generating capacity can disrupt electricity, heating and water supplies across entire urban districts.

Washington’s pressure on Kyiv

Trump’s ceasefire announcement follows an increasingly bitter dispute over Ukrainian attacks on Russian oil refineries, which have damaged Moscow’s fuel production and distribution infrastructure.

The American president has blamed Ukrainian strikes for worsening international diesel shortages and rising fuel prices. His administration has also threatened restrictions on military assistance and intelligence sharing if Kyiv refuses to suspend its campaign against Russian refineries.

Meanwhile, Washington has reached an arrangement with Moscow permitting substantial Russian diesel exports under a temporary easing of sanctions. Zelenskyy has criticised the decision, arguing that additional energy revenues could strengthen Russia’s capacity to continue its invasion.

For Ukraine, refinery attacks have become an important means of disrupting Russian military logistics and imposing economic costs on Moscow. Agreeing to suspend them without guarantees that Russian strikes will also cease would remove one of Kyiv’s principal instruments of pressure.

The diplomatic sequence has consequently raised questions about whether Trump’s initiative offers equivalent obligations to both countries, or primarily serves Washington’s immediate objective of stabilising fuel supplies.

Kremlin silence leaves ceasefire in doubt

By Sunday evening, Moscow had issued no public confirmation that Putin had accepted the arrangement. Washington had provided no details of its duration, the installations covered or any mechanism for verifying compliance.

An agreement confined to energy infrastructure would also leave both armies free to continue other military operations, including attacks on cities, industrial installations and military positions.

Zelenskyy said Ukrainian forces had received the necessary orders, while Kyiv awaited clarification of Washington’s discussions with Moscow. He maintained that Ukraine supported credible measures to end the fighting but expected Russia to demonstrate a corresponding commitment.

The immediate question is whether Trump obtained an undertaking from Putin that Moscow is prepared to honour. Until Russia confirms the terms and its attacks cease, the announced energy truce remains a presidential declaration rather than an established cessation of hostilities.

Estonia’s answer to the US-Russia diesel agreement: deals with dictators lead to hell. Prime Minister Kristen Michal wants the European Council to discuss giving Ukraine more aid so it can destroy Russia’s oil refineries, after sharply criticizing the US decision to strike a diesel deal with Russia, ERR reports.

Washington has eased sanctions on Russian diesel, a move Ukraine says funds a war that has killed more than 80 Ukrainian civilians in two days. Estonia’s answer is to go the opposite way and help Ukraine hit the source of that fuel, the refineries, harder.

"It is worth discussing in Estonia and at the European Council next week whether we can quickly contribute more to Ukraine so they can blast Russia's oil refineries to smithereens," Michal says.

He casts the US deal as a historic error. Innocent people are being killed for gas and fuel money, Michal warns, saying that the promised fuel may never arrive. For years, the US urged allies to drop Russian fuel, and Estonia did, so cutting Moscow’s revenue must continue, not reverse, he adds.

Mihkelson: Russia's strategic goals remain unchanged

Meanwhile, Marko Mihkelson, chair of the Riigikogu Foreign Affairs Committee, says that Russia's strategic objectives remain the same as they were before: to rebuild its empire, beginning with the subjugation of Ukraine, and to dismantle the Euro-Atlantic system of collective defense.

"That is why European allies still have only one way to prevent this war of aggression from spreading: to do everything possible to ensure that Russia’s strategic objectives fail and that the imperial wars launched by the Kremlin end in defeat," he says.

This clear strategic objective should also serve US interests, he continues, adding that "Russia’s long-standing ambition, pursued in concert with China and Iran, to undermine America’s global leadership is entering a decisive phase."

Nearly 500,000 barrels a day of oil-refining capacity sit in the projected path of Hurricane Isaias, raising the risk that a US fuel market with no supplies to spare will lose critical output.

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.

A drone attack overnight on 8 October caused a fire that hit part of Yandex's data center in Sasovo, Ryazan Oblast, about 580 km from Ukraine, and the site is fully stopped, the Russian tech company told Russian media. The data center sits on the grounds of Sasta, a sanctioned machine-tool plant, Russian outlet Astra said, citing Wikimapia data. Astra's OSINT analyst found from eyewitness footage that the fire hit the plant.

Since late September, Russia has been striking data centers in Kyiv that keep Ukraine's internet and online services running. Now a drone attack has stopped one of the data centers that Russia's largest tech company relies on.

Yandex counts the damage

Yandex warned that some services may be unavailable, while its core services kept running and no one was hurt. Ryazan Oblast Governor Pavel Malkov claimed two drones were downed, a roof caught fire at an enterprise in the Sasovo district, and windows were blown out in several homes.

The power failure took down a wide range of Yandex Cloud infrastructure, including computing capacity, networks, data storage, databases, Kubernetes, cloud services, AI, and security and monitoring systems, Ukrainian outlet ZN.ua reported, citing Exilenova+.

Ukrainian monitoring channel Exilenova+ reported that the plant was hit, without naming an attacker. The channel said Sasta, which claims a place on Russia's register of defense-industry companies, makes computer-controlled machine tools, including five-axis machining centers, and previously supplied the Tactical Missiles Corporation (KTRV) and Roscosmos. The plant's value to the arms industry lies in machines that cut precision parts, not in finished weapons, the channel said.

Citing Exilenova+, Militarnyi reported that Ukraine's Defense Forces hit the plant. It also linked Sasta to Iskander missile supply chains. No source has said whether the plant or the data center was the target, and no Ukrainian official has claimed the Sasovo strike. Sasta has been under US sanctions since November 2023, UK sanctions since February 2024, and Ukrainian sanctions since April 2025, a sanctions database shows.

Salavat: Kyiv reports a hit

Ukrainian forces hit the Gazprom Neftekhim Salavat complex in Bashkortostan, about 1,380 km from the front line, causing a fire, Ukraine's General Staff said. It said the complex processes up to 10 million metric tons of hydrocarbons a year and serves Russia's armed forces. Its key unit, the ELOU-AVT-6 primary oil refining unit launched in 2012, can process 6 million metric tons a year, Militarnyi reported. Astra's analyst placed the fire a few kilometers outside Salavat, possibly near the refinery.

Salavat oil refinery moment of attack pic.twitter.com/bUxuRshSK1

— Exilenova+ (@Exilenova_plus) October 8, 2026

Salavat Mayor Marat Zagidullin claimed that debris from several drones fell in the industrial zone that morning and started a fire.

"The enterprise continues to work," he said.

Astra noted earlier hits on the complex on 24 September 2025, on 14 July 2026, when refining fully stopped, and on 13 August 2026.

Russia's strikes on Ukraine's data centers

Russia has repeatedly hit data centers in Kyiv since 23 September. Strikes hit the COSMONOVA data center twice, the second time knocking it out, and the Parkovyi data center stopped working completely on 1 October after a series of strikes. In early October, Russia destroyed the dline.ua data center in Kyiv.

A reported Ukrainian drone strike has interrupted operations at a Yandex data centre in Russia’s Ryazan region, while another attack was reported at a Gazprom-owned refinery.

A Ukrainian drone attack has reportedly forced the closure of a Yandex data centre in Russia’s Ryazan region, causing a fire and disrupting part of the company’s infrastructure. Shares in the Russian technology group fell by more than three per cent in early Moscow trading on Thursday, 8 October.

The installation in Sasovo was affected during overnight strikes on Russian territory. Yandex said it was working to restore affected infrastructure, while its principal consumer services remained operational. The incident has raised questions about the vulnerability of Russia’s digital economy to Ukraine’s long-range strike campaign.

Fire at Sasovo technology facility

The affected data centre began operating in 2014 in buildings formerly occupied by the Sasta machine-tool manufacturing plant. Yandex subsequently connected the installation to Moscow by fibre-optic communications links as part of its wider computing infrastructure.

Ryazan regional governor Pavel Malkov said Russian air defences intercepted two drones over the region. He reported a fire on the roof of an industrial building in the Sasovo district and damage to windows in nearby private homes. No casualties were reported.

According to a statement on the incident, the situation had been brought under control while work to restore infrastructure continued. Yandex said its main consumer services remained operational.

The company’s cloud division also reported an electricity supply problem affecting an availability zone known as ru-central1-b. Clients were advised to use alternative zones where necessary to maintain service continuity.

Yandex shares decline

Yandex shares dropped by approximately 3.4 per cent to 3,568.5 roubles in early trading on the Moscow Exchange. The decline followed news of the fire, although a single trading session cannot establish the long-term financial cost of the disruption.

Yandex operates search, advertising, navigation, artificial intelligence and cloud computing services. Its infrastructure therefore supports commercial users as well as the company’s own applications. The duration of the interruption, the extent of physical damage and the cost of repairs will determine the wider impact.

Investors can follow the company’s quoted share price as further details emerge.

Gazprom refinery also reportedly targeted

In a separate development, explosions and a fire were reported on Thursday near the Gazprom Neftekhim Salavat refining and petrochemical complex in Russia’s Republic of Bashkortostan, around 1,400 kilometres from the Ukrainian border. The precise location of the fire and the extent of damage had not been independently established.

The Gazprom-owned complex processes hydrocarbon feedstock and produces petrol, diesel, fuel oil and petrochemicals. It has previously been targeted by Ukrainian drones. The latest reported incident comes amid repeated attacks on Russian refining and fuel infrastructure.

Russia’s technology sector faces new risks

Ukraine’s long-range economic campaign has focused heavily on oil refineries, fuel stores, military production plants and transport infrastructure. A strike affecting a major data centre introduces another category of vulnerability: the computing equipment and supporting utilities used by the digital economy.

Such sites serve businesses, financial institutions and industrial enterprises, and can also support defence-related activities. However, no publicly verified evidence establishes that the Sasovo data centre was directly involved in Russian military operations.

Damage to power supplies, cooling systems and network connections can interrupt services without necessarily destroying servers. Operators with geographically distributed facilities may be able to shift workloads to unaffected locations. The suspension of one centre therefore does not mean that Russia’s internet infrastructure has ceased functioning.

Economic pressure on Moscow

The attacks coincide with Russia’s plans for substantial military expenditure in 2027. The draft federal budget envisages considerable government spending and borrowing as Moscow continues its war against Ukraine.

Ukraine’s strikes on economic infrastructure are intended to increase the cost of maintaining Russia’s invasion. Disruption to energy facilities can affect fuel production and revenue, while attacks on technology and industrial sites may interrupt wider commercial and logistical operations.

The cumulative effect depends on the severity and duration of the damage. Neither the reported temporary closure of the Yandex facility nor preliminary accounts of the Salavat fire establish the scale of lasting losses.

The incidents nonetheless illustrate the exposure of Russian industrial and technology assets far beyond the Ukrainian border, as Kyiv increasingly targets infrastructure that supports the country’s economy.

More than 50 Russian companies could default on their bonds this year, the most since 2009, a rating-agency analyst told Russian newspaper Izvestia, which reported it on 6 October.

Russia's wartime economy is straining under high interest rates, and the budget is too: the 2026 deficit has nearly doubled from the earlier forecast to a record $88 billion, with more deficits planned for the next three years as Moscow raises taxes to fund the war and plans its biggest defense budget since the full-scale invasion began.

A default is a situation in which a company cannot make promised interest payments to investors on time or repay borrowed money. If a payment is not made by the agreed deadline, the company becomes delinquent, which under certain conditions is recognized as a default.

So far this year, 20 companies have defaulted for the first time, compared with 24 in all of 2025, said Mikhail Nikonov of the Expert RA rating agency. Most of the companies that missed payments are small issuers of high-yield bonds, Izvestia reported.

In 2026, Russian companies have missed payments totaling 41 billion rubles (about $490 million), compared with 34 billion rubles (about $410 million) the previous year, according to investment bank Sinara.

Russia faces a new wave of corporate defaults

By the end of 2026, the number of Russian companies unable to service their ruble-denominated debt on time could reach 40–50, the highest level since 2010, said Pavel Zholobov, junior managing director at the NRA rating agency.

The number of bond defaults in 2026 has already reached its highest level in a decade, Zholobov said. Similar figures were recorded in the mid-2010s: in 2014, 35 companies missed payments; in 2015, 52 did so; and in 2016, there were 44 issuers. This occurred in part after Western sanctions were imposed on Russia over its annexation of Crimea and its war in Donbas, as well as amid a halving of oil prices and a sharp weakening of the ruble.

There were more defaults only in 2009. At the time, amid the fallout from the global financial crisis, more than 100 issuers faced payment problems, while the volume of distressed debt reached nearly 200 billion rubles, Zholobov noted.

High interest rates put pressure on companies

This time, the main reason for companies' difficulties in making bond payments has been the prolonged period of high interest rates, which has continued since 2023. Companies are raising financing at high interest rates but are unable to refinance their debt on more favorable terms, explained Ekaterina Sidorova, head of the Foreign Exchange, Commodities and Debt Markets Department at SberCIB Investment Research.

At the same time, the situation does not yet resemble a systemic debt crisis: defaults are primarily being recorded among companies with low credit ratings and high debt burdens, Sidorova said.

If a company fails to repay bond debt, it is given 10 business days to meet its obligations. If it fails to do so, the company may offer investors a restructuring—for example, by postponing payments in exchange for a higher interest rate.

The number of defaults will remain high in 2027, Sidorova believes.

High interest rates were a response to accelerating inflation in Russia. Domestic demand was outpacing production, Russia's Central Bank said in October 2023. Sanctions over the war and rising defense spending had also hit the economy and the ruble, which had lost about 25% against the dollar that year. The bank raised its key rate from 7.5% in the first half of 2023 to 15% by the fall.

Ukraine targets Russia's oil industry to weaken its war economy

Ukraine is also seeking to weaken Russia's economy as part of efforts to reduce its ability to finance the war. In particular, Defense Minister Yevhenii Khmara said strikes on oil refineries are aimed at "bleeding the Russian war machine" and destroying its military and economic potential. According to the ministry, the attacks have knocked out more than 51% of Russia's oil refining capacity.

In the first half of July, Russian oil refineries processed about 3.9 million barrels of oil per day—the lowest level since March 2005. Due to the production cuts, Moscow was also forced to restrict fuel exports.

The European Commission is preparing to give fossil-fuel exporters another year of flexibility under the EU’s methane regime as Brussels responds to high energy prices, pressure on European refineries and concerns over security of supply.

European Commission President Ursula von der Leyen has announced an additional year of flexibility for energy exporters facing new EU methane requirements, marking the latest adjustment to climate legislation as Brussels attempts to contain rising energy costs.

Addressing the European Parliament in Strasbourg on Tuesday, von der Leyen said Europe remained exposed to high energy prices and volatile international fossil-fuel markets and confirmed that exporters would receive “one more year” to prepare for the methane rules.

She also announced a strategic dialogue with the European refining sector aimed at reducing costs and protecting supplies, according to the Commission’s published remarks.

The announcement affects a regulation that has increasingly become an energy-security issue rather than solely an emissions policy.

The EU’s Methane Regulation, adopted in 2024, introduced progressively stricter requirements for companies supplying oil, natural gas and coal to the European market. Importers have already been required to provide information about the origin of fuel and the systems used to measure and reduce methane emissions.

A more demanding stage was due from January 2027. Importers would have to demonstrate that fuel supplied under contracts concluded or renewed since August 2024 came from producers operating monitoring, reporting and verification systems equivalent to EU standards.

The rules are technically complex because European importers do not always buy directly from producers. Gas and oil may pass through traders, hubs, blending systems and several contractual relationships before reaching Europe.

The Commission’s own guidance for importers acknowledges those difficulties, particularly where companies must trace production information through complicated supply chains.

EU Today highlighted the problem in July, when an International Energy Agency assessment raised concerns that the rules could restrict Europe’s available oil supply. The dispute has since intensified because European fuel markets have become considerably tighter.

That pressure can also be seen in the cost of imported energy. EU Today reported last month that the value of EU petroleum imports had risen by 55.8 per cent in the second quarter of 2026 even though the physical volume purchased increased by only 1.2 per cent.

Von der Leyen’s intervention therefore comes against a different market background from the one in which the methane legislation was originally adopted.

The Commission has not abandoned its objective of reducing methane emissions from fossil-fuel production. Methane remains one of the most powerful greenhouse gases, and the regulation is intended to use the size of the European energy market to influence production standards outside the EU.

Instead, Brussels is attempting to adjust implementation so that regulatory requirements do not further restrict supply at a time of elevated energy prices.

The precise legal form of the additional year of flexibility has not yet been detailed in von der Leyen’s announcement. Existing requirements remain contained in Regulation (EU) 2024/1787, meaning that changes to deadlines or enforcement will have to be translated into the appropriate legal or administrative measures.

The Commission had already moved towards greater flexibility earlier this year. In July it issued recommendations designed to clarify contractual arrangements and advised national authorities on the application of penalties to importers while security-of-supply concerns persisted.

The broader problem is European energy competitiveness.

Von der Leyen told Parliament that Brussels intends to begin a strategic dialogue with refineries. European refining capacity has contracted over the longer term, leaving the continent more dependent on imported diesel and other finished petroleum products when individual plants close or external supply routes are disrupted.

The Commission is also expected to propose measures aimed at increasing electricity’s share of European energy consumption as part of its attempt to reduce dependence on imported fossil fuels.

The latest methane adjustment therefore fits a wider shift in Brussels. Climate targets remain formally intact, but implementation is increasingly being examined alongside energy prices, industrial competitiveness and the security of physical supplies.

The extra year gives exporters additional time. It also gives the Commission another year to resolve a question that has become much more urgent in 2026: how far Europe can tighten conditions on imported energy while remaining heavily dependent on those imports.

ISLAMABAD: Pakistan is set to sign long-delayed agreements with five oil refineries, unlocking more than $6 billion in planned upgrades to modernize aging plants and cut reliance on fuel imports, officials said. But industry warnings that changes to the financial framework could derail the projects overshadowed the announcement. The agreements with Pak-Arab Refinery Ltd., Pakistan ... Read more

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