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Oil & Gas·July 25, 2026·Source: gCaptain (Bloomberg)

Ukrainian Drones Spark Fires At Russian Oil Refinery And Platform

Ukrainian drones set fire to the Tyumen oil refinery in Russia's Ural region on Saturday, roughly 2,000 kilometers from the Ukrainian border, in one of the deepest strikes on Russian energy infrastructure since the war began. Regional governor Alexander Moor confirmed emergency services were on site but declined to describe the damage. The Tyumen facility, one of the country's largest privately owned refineries, processes about 151,000 barrels a day and supplies gasoline and diesel across western Siberia and the Urals.

Ukraine's security service, the SBU, said it also struck the Lukoil operated Filanovsky oil platform in the Caspian Sea overnight, along with two bulk carriers it accused of ferrying weapons from Iran into Russia. The agency framed the operation as part of a systematic effort to degrade Russian military logistics, and claimed additional hits on warehouses, missile defense systems and a radar station in Rostov on Don.

The strikes extend a pattern of long range Ukrainian drone operations that have moved beyond the traditional front line and into rear area energy and logistics targets. Ukrainian drones already reach more than 3,000 kilometers, and President Volodymyr Zelenskyy said the range will grow to between 5,000 and 10,000 kilometers by 2027. Since July 18, more than ten Wildberries logistics hubs, including facilities near Moscow, St Petersburg and Krasnodar, have been targeted.

Russia responded with an overnight barrage of its own, hitting Black Sea port infrastructure at Mykolaiv, Odesa and Izmail. A dry cargo ship carrying military supplies was struck at Mykolaiv, according to Russia's Defense Ministry. Zelenskyy said at least six people were killed and ten injured across Ukraine, with residential damage in Slovyansk and Kharkiv from about 160 drones and two missiles.

For oil and shipping markets, the widening target set matters. Refineries deep inside Russia, offshore platforms in the Caspian and merchant vessels in Black Sea ports are now all in range, and NATO member Romania intercepted a Shahed type drone over its own airspace for the second time in two days. The operational picture for tanker traffic, port throughput and Russian crude flows keeps getting more complicated, and the risk premium is unlikely to fade while both sides keep escalating.