Industry sources and Refinitiv calculations show Russia's seaborne refined oil product exports in August rose 16.4% MoM from July but fell 50% YoY.

德国副总理克林拜尔：必须对这些提议进行评估，包括评估其财政成本，我希望尽快作出决定。

Four industry sources said Slavneft’s Yaroslavl refinery (YANOS) halted crude processing on Thursday after a Ukrainian drone strike damaged equipment. Yaroslavl region governor Mikhail Yevrayev said authorities had foiled a large-scale drone attack: "65 drones were shot down, no casualties. The refinery was damaged and firefighting is ongoing." President Zelenskiy said Ukraine struck the refinery overnight. The plant is about 250 km (155 miles) northeast of Moscow. Sources said the strike damaged the main crude distillation unit AVT-3, with design throughput of 17,140 tonnes/day, roughly 40% of the refinery’s capacity. The refinery’s other major units are AT-4 (11,430 t/d, 27%) and AVT-4 (14,300 t/d, 33%); AVT-4 was already damaged in an Aug. 28 drone attack and remains under repair. Market participants said fuels from the Yaroslavl plant were not listed on the Russian domestic commodity exchange on Thursday.