Refinitiv, citing three industry sources, said Russian refinery crude runs
recovered rapidly after drone attacks stopped affecting plants on Oct. 16,
rising to about 5.0 mln b/d in the second half of October, roughly 25% above the
start of the month. Diesel production increased by at least 50,000 tons/day to
about 225,000 tons/day, with roughly 80,000 tons/day available for export.
Ukrainian drone strikes since mid-March had caused domestic fuel shortages,
prompted temporary bans on gasoline, jet fuel and diesel exports and forced
imports of refined products. After the US pushed talks and helped arrange a
diesel supply deal, Trump announced on Oct. 11 that Russia and Ukraine had
agreed an energy ceasefire. Deputy Prime Minister Novak said refineries are
rapidly restarting idled units and that needed oil-and-gas equipment can largely
be produced domestically.
